Financial Advisor
Finance Representative Job 7 miles from Pearl
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.
Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience.
Together, we help you achieve your goals through:Our open architecture platform for client solutions Our competitive payouts Our practice building support We know that making a move is a big decision.
We support you by offering financial packages designed to make your transition to Prudential as smooth as possible.
Let's have a confidential conversation today! When joining Prudential Advisors, we offer Pension Enhancement for Top Financial ProfessionalsPrudential Employee Savings Plan (PESP) - 401(k) Cash Balance Pension PlanMedical, Dental, and Vision benefits Robust compensation packages Transition support Practice Building programs Access to Prudential clients
Financial Representative
Finance Representative Job 7 miles from Pearl
Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certifiedâ„¢ Region. As a fraternal benefit society, we have no stockholders. We're owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits.
Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too.
Finance
Financial Advisor
Business
Insurance
Sales
What Modern Woodmen offers
Beyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes:
Company-paid retirement plan
Matching 401(k) Plan
Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents' premiums.
Group Term Life Insurance
Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance
Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.
What we need:
Is honest and has integrity
Community-oriented
Ability to communicate & network effectively with different audiences
Target driven mindset
Wants to grow themselves by helping others
Wants to build a business for themselves, not by themselves
Is looking for continuous self-improvement
Modern Woodmen is an equal-opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees
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Financial Advisor
Finance Representative Job 7 miles from Pearl
Imagine stepping into appointments every day-pre-scheduled, pre-qualified, and ready for your expertise. No cold calls, no chasing leads-just your chance to shine, guiding middle-class families toward secure retirements.
You're a closer. You thrive on connecting deeply, guiding clients confidently toward decisions, and delivering tailored financial plans. You want more than a job; you want a path to leadership, unlimited earning potential, and meaningful work that truly changes lives.
At Bobby Brock Insurance & Justin Brock Insurance, you'll leverage an established local brand and an existing client base eager for solutions. Your days will focus on:
Meeting pre-scheduled prospects and converting them into long-term clients
Presenting clear, conservative financial solutions using fixed-indexed annuities and managed money (AUM)
Working in a proven system with full marketing support-so you can do what you do best: close business
You're perfect for this role if you have:
2+ years successfully closing financial planning or advisory business
Series 65 license (or willingness to obtain quickly)
A clear understanding of annuities and fee-based advisory solutions
Strong communication and consultative sales skills
Bonus points if you:
Hold a Life & Health Insurance License
Want long-term growth and leadership opportunities in a rapidly scaling firm
This isn't just your next job; it's your career-defining moment with a firm rapidly expanding toward $1 billion in revenue. With a guaranteed salary plus substantial commissions, your first-year goal is realistic and rewarding: $10-$20m in new client assets, and consistent growth from there. Opportunities like this rarely come around twice. Don't risk missing your chance to build the career you've dreamed of. Apply today to learn more.
Sales Representative
Finance Representative Job 14 miles from Pearl
About the Company
At Surestaff, we are dedicated to helping individuals unlock their career potential through meaningful job opportunities. As a leading staffing agency in the light industrial and manufacturing space, we pride ourselves on connecting talent with top employers across the Midwest and Southeast. With an estimated yearly revenue of $295 million, Surestaff was recently named one of the largest staffing firms in the U.S. by Staffing Industry Analysts (SIA).
We understand that finding the right job is more than just a paycheck - it's about finding the opportunity that fits your skills, goals, and lifestyle. Here are the benefits you'll enjoy when you partner with us:
Access to a wide range of job opportunities
Competitive pay
Health and Wellness Programs (including EAP)
Medical benefits including medical, vision, dental, and prescriptions
Electronic weekly pay
Employee Advocacy & Personalized Job Support
Surestaff also follows all applicable state and local laws regarding sick time, paid time off, and retirement savings programs. SureStaff is an equal opportunity employer.
Our commitment to speed-to-hire means we work efficiently to quickly place you in the proper role. If you're ready to take control of your career, explore exciting opportunities, and gain lasting experience, Surestaff is the place for you. Let's get started today!
About the Role
We seek a dynamic Outside Sales Account Executive to promote, sell, and secure new business. The primary responsibilities of our salesperson include, but are not limited to, making inside and outside sales calls, cold calling, generating new leads, sales visits, sales presentations, soliciting new business, and attaining sales goals.
Responsibilities
Prioritize sale activities and territory management to ensure optimum penetration and profitability.
Prospecting and developing new client relationships
Prepare proposals and deliver presentations to potential clients and current clients.
Achieve assigned sales revenue and gross margin goals.
Form a working relationship with the recruiting team
Use company-provided CRM to document sales activities
Client Satisfaction Functions
Develop and maintain strong client relationships.
Could you follow through on client orders?
Work closely with clients to ensure Cardinal service standards are being met.
Professionally resolves client disputes without losing sight of the mission.
Qualifications
Demonstrated successful track record in sales and closing business.
Previous experience with B2B sales preferred.
Excellent communication skills.
Strong computer skills.
Ability to organize, prioritize, and calmly handle stressful situations.
Goal-oriented, self-motivated with high drive, energy, and persistence.
Demonstrated ability to build and maintain client relationships.
2+ years experience in marketing, sales, and the staffing industry or related field.
Associate Degree in Sales & Marketing or a similar field or equivalent work experience.
Pay range and compensation package
Pay: $68k to 75k + Commission Package
Benefits:
401(k) matching
Health insurance
Life insurance
Mileage reimbursement
Paid time off
Vision insurance
Equal Opportunity Statement
SureStaff is an equal opportunity employer.
Sr. Market Finance Reporting Professional
Finance Representative Job 7 miles from Pearl
**Become a part of our caring community and help us put health first** The Senior Market Finance Professional collects, analyzes and reports on various market data to connect financial outcomes with operational effectiveness. The Senior Market Finance Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
The Senior Market Finance Professional works with Actuary, MRA, Corporate Finance, Clinical and Market Point internally and Providers/Hospitals/Ancillary externally to drive optimization inclusive of activities spanning decisions required for day-to-day operations to strategic planning and addressing specific business performance issues across matrixed organization and fostering key relationships with business stakeholders. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's degree
+ 5 years of data reporting and analysis
+ Proficient in SQL (having the ability to write code and alter existing code)
+ Strong Excel proficiency (pivots, & V-lookups, etc.)
+ Strong communication
+ Strong attention to detail
+ Ability to work independently and collaborate with teammates
**Preferred Qualifications**
+ Working with large, complex data sets
+ Knowledge of Power BI
**Additional Information:**
Remote US, but must have the ability to work in the EST/CST time zone
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$78,400 - $107,800 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 03-27-2025
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
Financial Advisor- Tupelo, MS
Finance Representative Job 11 miles from Pearl
Financial AdvisorTupelo, MSWho we are
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
We're passionate about excellence.
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too.
We provide the book of business. You build the possibilities.
Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join AIG Retirement Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
What you'll do as a Financial Advisor:
Meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies.
To help you get started, we offer the resources needed to build your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
What we are looking for
We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients.
High school diploma or GED, Bachelor's degree preferred
Two plus years of experience working as a Financial Advisor
A successful sales track record
FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66
Active state life, health & variable license
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
COREBRIDGE FINANCIAL is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis.
#LI-CBF
#CH1
#SAFG
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis.
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Financial Advisor- Tupelo, MS
Finance Representative Job 11 miles from Pearl
Financial Advisor Tupelo, MS Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
We're passionate about excellence.
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too.
We provide the book of business. You build the possibilities.
Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join AIG Retirement Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
What you'll do as a Financial Advisor:
* Meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies.
To help you get started, we offer the resources needed to build your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
What we are looking for
We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients.
* High school diploma or GED, Bachelor's degree preferred
* Two plus years of experience working as a Financial Advisor
* A successful sales track record
* FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66
* Active state life, health & variable license
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
COREBRIDGE FINANCIAL is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis.
#LI-CBF
#CH1
#SAFG
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis.
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
Financial Advisor
Finance Representative Job 11 miles from Pearl
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
Private Client Banker (New Build) - Brandon - Pearl, MS
Finance Representative Job 7 miles from Pearl
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Private Client Banker (New Build) - Brandon - Pearl, MS
Finance Representative Job 7 miles from Pearl
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
KOMPASS Representative
Finance Representative Job 15 miles from Pearl
To complete section plan-o-gram work on a scheduled weekly basis in a grocery store environment.
VIDEO JOB DESCRIPTION:
**************************************
ESSENTIAL JOB FUNCTIONS:
Read and understand plan-o-grams
Collect plan-o-grams, new item tags and new item product and prepare work area in order to complete section reset
Break down sections in an orderly manner to allow customers to shop other sections in that aisle
Re-position shelving and place product according to updated schematic
Clean up work area
Complete forms and report section completion to Kroger and immediate supervisors
Can work independently with little supervision
Be professional and helpful when dealing with customers
Maintain good relationship with store management team and staff
Comply with the guidelines established for KOMPASS employees, especially those regarding timeliness, productivity, teamwork, communication and clocking in/out guidelines
Practice safe lifting
During periods of reduced regular scheduled hours due to circumstances including but not limited to holidays or unforeseen urgent customer support needs, employees may be responsible for additional store support outside of their normal essential job functions
Must be able to perform the essential functions of this position with or without reasonable accommodation
MINIMUM POSITION QUALIFICATIONS:
High school diploma or GED equivalent
Be 18 years of age or older
Ability to read and understand plan-o-grams
Ability to read, write and communicate fluently in the English language
A smartphone with internet/data access is required. This position may require installation and utilization of an app on your smartphone to complete the requirements of the position. This may include, but is not limited to, requiring app permissions such as enabling location services, camera, and photo gallery access
Must be able to provide personal tape measure and safety gloves to perform essential job functions
MINIMUM PHYSICAL ABILITIES:
Must be able to:
remain standing for several hours at a time
lift, push or pull 50 lbs. or more on a regular basis and occasionally up to 70 lbs.
continuously reach up and bend down, kneel, squat, reach in all directions and have unlimited upper and lower body mobility
lift and extend 30 lbs. above the head, sometimes repeatedly
have unlimited manual dexterity
tolerate exposure to extreme temperatures (0-90 degrees)
DESIRED PREVIOUS JOB EXPERIENCE:
Retail store experience
COMPETENCIES/SKILLS:
Some of the Competencies/Skills required to successfully perform this position are:
Adaptability - maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements or cultures
Building Strategic Working Relationships - developing and using collaborative relationships in Kroger Stores to facilitate the accomplishment of work goals
Building Trust - interacting with others in a way that gives Kroger employees confidence in one's intentions and those of the organization
Communication - clearly conveying information and ideas through a variety of media to individuals or groups in the English language
Customer Focus - making Kroger customers and their needs a primary focus of one's actions; developing and sustaining productive relationships with Kroger employees
Decision Making - identifying and understanding issues, problems and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriate solutions; taking action that is consistent with available facts, constraints and probable consequences
Initiating Action - taking prompt action to accomplish objectives; taking action to achieve goals beyond what is required; being proactive; generating innovative solutions in work situations
Negotiation - effectively exploring alternatives and positions to reach outcomes that gain the support and acceptance of all parties
Safety Awareness - identifying and correcting conditions that affect employee and customer safety; upholding safety standards
Self-Starter - working the majority of the time without direct supervision; prioritizing, organizing and completing workload accurately within allotted time period
Work Standards - setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed
Advisor, Financial Planning and Analysis
Finance Representative Job 7 miles from Pearl
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives
+ Assist in Make vs Buy, Make vs Make and other strategic financial analysis
+ Prepare capital analytics on a monthly/quarterly/annual basis
+ Prepare monthly results for Strategic Projects
+ Assist with the yearly budget and quarterly forecast process for strategic projects
+ Assist with the quarterly reporting to the SEC Accounting Team
+ Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process
+ Support capital controls in partnership with Medical Segment FP&A team
+ Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them
+ Support the transition manufacturing agreement pricing arrangements
+ Manage multiple deliverables and deadlines concurrently
+ Work on Ad hoc requests and initiatives as required
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Large Case Integrated Rep
Finance Representative Job 7 miles from Pearl
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Unum Senior Account Executive is responsible for contributing to sales goals, through building relationships with other insurance professionals - brokers, financial planners, agents, stockbrokers, consultants, enrollment firms and other Unum sales professionals. The Senior Account Executive is the marketing and technical expert who represents Unum, educating and motivating other professionals to sell our products to their clients with particular focus on selling the full portfolio of integrated products. The Senior Account Executive is responsible for achieving profitable revenue growth through ethical operations and balance of Unum's risk objectives with integrated sales goals attainment.
"Existing remote employees and field-based employees are eligible to apply."
**Principal Duties and Responsibilities**
+ Build, maintain and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service.
+ Achieve office and personal sales goals through consultation, negotiations and positioning of Unum offerings within profit and product design guidelines.
+ Identify and procure new customer sales opportunities in partnership with brokers in territory
+ Execute on the annual renewal strategy in support of office renewal goals.
+ Manage the inforce block of business to build new/integrated sales opportunities with existing clients
+ Manage a high volume quote/sales activity territory with primary focus on mid to large-sized employers
+ Represent both Group, Dental/Vision and Voluntary products in the local market
+ Operating within reliable business acquisition and retention processes, effectively utilize technology, financial analysis practices, marketing tools, and the support infrastructure, including full knowledge of the enrollment process to generate successful product and service solutions for our customers.
+ Effectively understand and collaborate with all Field and Home Office resources in the acquisition and retention of business.
+ Build strong field sales/service team partnership. Energize the sales, enrollment and service support team by clarifying the broader purpose and mission of their work. Encourage high standards of performance.
+ Develop solution selling skills by understanding employee benefit challenges and issues facing employers and provide solutions to these challenges.
**Job Specifications**
+ Bachelors degree required
+ Licensed to solicit insurance in the states within assigned territory (use Field Comp Policy & Practice document for specific details on licensing requirements)
+ Able to articulate Unum's value proposition as it relates to employee benefits, exhibits a thorough, deep understanding of Unum's products and services
+ Ability to demonstrate a leadership presence with internal and external partners with strong ability to create relationships and be a team player
+ Superior interpersonal, communication and presentation skills
+ Ability to quickly analyze, adapt, incorporate and apply new information and concepts
+ Strength in applying accurate logic and common sense in making decisions
+ Ability to excel in a highly charged, fast paced environment, handling multiple, often competing priorities
+ Excellent time management, organization and project management abilities
+ Ability to aggregate a variety of statistical data and draw accurate conclusions
+ Demonstrate a willingness to experiment with new ideas, within acceptable boundaries
+ Full understanding of underwriting and risk concepts.
+ Demonstrate a "can-do" spirit, a sense of optimism, ownership and commitment
+ Ability to travel
+ Preference for certification as LG Case GR, LG case VB or successful completion of the Management Development Program
+ Prior qualification for Sales Conference
+ Balanced production in all products consistent with goal attainment across multiple years
+ Demonstrated leadership within the office
\#LI-FF1
-IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Annual Draw $90,000 - $120,000
This role pays an annual draw in the range above that pays out on a bi-weekly basis. The role is 100% incentive based, so this draw must be validated with actual sales production. Any compensation earned over and above the draw amount will be paid out in bonus 7 times a year.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Finance Internship - Program Finance - Madison, MS - (Summer 2025)
Finance Representative Job 14 miles from Pearl
Working globally, V2X builds smart solutions to integrate physical and digital infrastructure from base to battlefield. We bring 120 years of successful mission support to improve security, streamline logistics, and enhance readiness. Aligned around a shared purpose, our $3.9B company and 16,000 people work alongside our clients, here and abroad, to tackle their most complex challenges with integrity, respect, responsibility, and professionalism.
Overview:
V2X's intern program offers paid business positions to provide students with real work experience and exposure to the Aerospace and Defense industry. V2X is seeking students interested in gaining valuable experience in finance, financial planning and analysis, financial systems, and program finance at our office in Madison, MS.
As a Finance intern, you will assist and have the opportunity to work cross-functionally while working with teams and alongside business leaders. You will be responsible for completing day-to-day assignments and projects (as assigned). These projects provide opportunities to add value to the organization and may influence growth and financial profitability.
Essential Functions:
Key responsibilities include performing routine and semi-routine work involving a variety of professional assignments within the Finance Department and requiring the use and application of Finance and Accounting principles. This is a 10-week program supporting the Finance team.
Assists with SAP project setup
Prepares and analyzes cost reports and budgets
Reviews projects for mischarging errors
Prepares and submits Journal Entries to correct
Assists in the preparation of financial forecasts
Interacts with Program Managers to understand operational and financial performance of contracts
Other projects and initiatives as assigned
Requirements:
To be eligible, the candidate must be enrolled in an accredited college or university and must have completed at least 60 semester hours in Accounting/Finance related discipline. Must be in good academic standing and have a CGPA of 2.7 or higher. Must be proficient in MS Word, Excel, & PowerPoint.
The position requires strong interpersonal and communication skills as well as a drive for customer satisfaction.
The successful candidate must be able to follow directions, ask for clarification, demonstrate business aptitude, and solid analytical and problem-solving skills.
The candidate must have good written and verbal communication skills and must be able to learn and adapt to new technologies.
US Citizenship is required. As a Government Contractor, this position requires the employee to have access to premises which are, OR requires the employee to perform duties that are, subject to national security requirements of the United States under government contracts that impose US Citizenship requirements for such positions.
Physical Requirements:
Employees in this position must possess mobility to work in a standard office setting and to use standard office equipment, including a computer; stamina to sit or stand and maintain attention to detail despite interruptions; may occasionally lift/carry/push/pull up to 25 pounds; may require occasional walking, climbing, stooping, crouching, and/or bending; and vision to read printed materials and a computer screen, and hearing and speech to communicate in person and over the telephone. May require the ability to travel by air or auto. May require the use of personal protective equipment such as safety glasses, safety shoes, and a shop coat.
Finance Internship - Program Finance - Madison, MS - (Summer 2025)
Finance Representative Job 14 miles from Pearl
Working globally, V2X builds smart solutions to integrate physical and digital infrastructure from base to battlefield. We bring 120 years of successful mission support to improve security, streamline logistics, and enhance readiness. Aligned around a shared purpose, our $3.9B company and 16,000 people work alongside our clients, here and abroad, to tackle their most complex challenges with integrity, respect, responsibility, and professionalism.
Overview:
V2X's intern program offers paid business positions to provide students with real work experience and exposure to the Aerospace and Defense industry. V2X is seeking students interested in gaining valuable experience in finance, financial planning and analysis, financial systems, and program finance at our office in Madison, MS.
As a Finance intern, you will assist and have the opportunity to work cross-functionally while working with teams and alongside business leaders. You will be responsible for completing day-to-day assignments and projects (as assigned). These projects provide opportunities to add value to the organization and may influence growth and financial profitability.
Essential Functions:
Key responsibilities include performing routine and semi-routine work involving a variety of professional assignments within the Finance Department and requiring the use and application of Finance and Accounting principles. This is a 10-week program supporting the Finance team.
* Assists with SAP project setup
* Prepares and analyzes cost reports and budgets
* Reviews projects for mischarging errors
* Prepares and submits Journal Entries to correct
* Assists in the preparation of financial forecasts
* Interacts with Program Managers to understand operational and financial performance of contracts
* Other projects and initiatives as assigned
Requirements:
To be eligible, the candidate must be enrolled in an accredited college or university and must have completed at least 60 semester hours in Accounting/Finance related discipline. Must be in good academic standing and have a CGPA of 2.7 or higher. Must be proficient in MS Word, Excel, & PowerPoint.
* The position requires strong interpersonal and communication skills as well as a drive for customer satisfaction.
* The successful candidate must be able to follow directions, ask for clarification, demonstrate business aptitude, and solid analytical and problem-solving skills.
* The candidate must have good written and verbal communication skills and must be able to learn and adapt to new technologies.
* US Citizenship is required. As a Government Contractor, this position requires the employee to have access to premises which are, OR requires the employee to perform duties that are, subject to national security requirements of the United States under government contracts that impose US Citizenship requirements for such positions.
Physical Requirements:
Employees in this position must possess mobility to work in a standard office setting and to use standard office equipment, including a computer; stamina to sit or stand and maintain attention to detail despite interruptions; may occasionally lift/carry/push/pull up to 25 pounds; may require occasional walking, climbing, stooping, crouching, and/or bending; and vision to read printed materials and a computer screen, and hearing and speech to communicate in person and over the telephone. May require the ability to travel by air or auto. May require the use of personal protective equipment such as safety glasses, safety shoes, and a shop coat.
Merrill Financial Solutions Advisor: Louisiana Mississippi Market
Finance Representative Job 11 miles from Pearl
New Orleans, Louisiana;Baton Rouge, Louisiana; Biloxi, Mississippi; Mandeville, Louisiana; Tupelo, Mississippi; Meridian, Mississippi; Ridgeland, Mississippi; Lafayette, Louisiana; Monroe, Louisiana **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
**The Advisor Development Program (ADP) Journey:**
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
**We'll help you:**
+ Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
+ Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
**As a Merrill FSA, you can look forward to:**
+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
+ Marketing strategies to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
+ Potential Opportunities for professional growth.
+ Leadership opportunities, including leading client and conference seminars
**We're a culture that:**
+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
**Required Qualifications:**
+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**
+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Self-starter who efficiently manages time and capacity
+ Sets and accomplishes goals, achieving whatever you put your mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Proven ability to partner and promote lead generation
+ Experience balancing investment management, sales activities, and new client development
+ Strong computer skills and the ability to multitask in a demanding environment
+ Bachelor's degree, preferably in business-related field
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Client Investments Management
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Advisory
+ Business Development
+ Fraud Management
+ Pipeline Management
+ Portfolio Management
+ Client Experience Branding
+ Issue Management
+ Prospecting
+ Referral Identification
+ Sales Performance Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Relationship Banker - Greater Jackson - Jackson, MS
Finance Representative Job 7 miles from Pearl
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Financial Services Representative I
Finance Representative Job 50 miles from Pearl
BASIC FUNCTION:
Under the direction of the Financial Services Supervisor, develop business by initiating and building strong relationships with new and existing members. Through personal contact and full utilization of information systems, uncover member needs and develop product/service packages designed to meet those needs. Perform savings, unsecured loans, shared secured loans, and teller transactions for members. Service new membership accounts, share secured and unsecured loans. Answer incoming calls related to member service inquiries. Stay abreast of new technology available to the Ferguson Anywhere platform and utilize all functions to streamline processes. Responsible for interacting and monitoring all online and virtual service platforms. This includes Eltropy, Allied Payment Solutions, and any platforms that may be available in the future.
MEMBER SERVICE:
Provide consistent courteous, personal, and professional service to members. Develop strong member loyalty by continually interacting with members, anticipating their needs and offering Credit Union products/services to fill members' needs and increase member wealth. May include outbound calls to existing/potential member to develop loan needs and to solicit new member business. Promote the use of automation by personally demonstrating use of automated services to members. Open new accounts, service existing accounts, and complete transactions like deposits, withdrawals, and loan payments. Resolve account problems and answer general member questions. Meet specific, measurable goals for shares, loans, debt protection, cross-selling and referrals based on the credit union business plan.
SALES GOALS:
Responsible for specific, measurable goals for shares, unsecured loans, debt protection, cross-selling and referrals based on credit union's strategic plan.
MEMBER ACCOUNT MAINTENANCE:
Perform maintenance service like account information changes, stop payments, check orders, membership card replacements, direct deposit establishments, account closings, and research. Through these activities, provide service that exceeds members' expectations by offering products/services to save time and money, offer convenience and peace of mind. Complete automated processing and documentation accurately.
TEAM COMMUNICATION/PRODUCTIVITY/SUPPORT:
Develop and nurture a philosophy focusing on honest, open communications, individual productivity, and strong member orientation. Offer ideas to improve member service, reduce operating expenses, and meet sales goals.
Requirements
EDUCATION: Equivalent to High School education with additional broad specialized training equivalent to 1 year college. Experience can be credited in lieu of education. Continuing education a plus.
EXPERIENCE: 1-2 years sales experience with a financial institution products and services, including meeting sales goals for deposit, credit and automated products.
KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of financial institution products, services and operations; excellent skills in communication, customer service and sales; very strong member/customer orientation; ability to work independently and as part of a team, solve challenges; demonstrate flexibility and eagerness to learn and embrace change. Ability to lift 50 pounds, stand or sit for long periods of time, use general office equipment such as telephone, computer, scanner, fax and printer.
Salary Description $15 - $18 / hour
Personal Banker
Finance Representative Job 14 miles from Pearl
Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence.
* Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
* Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
* Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
* Execute and role model the Renasant service standards in every customer and teammate interaction
* Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
* Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly
* Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
* Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
* Participate in community activities as a representative of Renasant Bank;
* Serve as a back-up Teller or Head Teller, if needed
* Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
* Properly complete all account maintenance activities
* Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required, college education preferred
* Minimum of 1 year related customer experience and sales experience required
* Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
* Ability to produce individual and team sales and customer experience results
* Ability to remain focused on customer financial needs and acts with the customers priorities in mind
* Knowledgeable of the financial services industry and local community to better serve the customer
* Effective written and verbal communication skills
* Attention to detail with strong record of accuracy in handling of transactions
* Comfortable using a variety of technology software products to process transactions
* Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
* Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
* Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Personal Bankers:
* Minimum of 2 years of successful personal sales experience
* Ability to handle complex transactions with limited supervision
* Operational strength with limited exceptions
* Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts
For all Licensed Personal Bankers:
* Current State insurance license
* Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable
* Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance
Physical Demands
The physical demands described 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 stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Associate Financial Representative
Finance Representative Job 7 miles from Pearl
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.