MassMutual Jobs In Raleigh, NC

The Opportunity As a Suitability Principal you will conduct back-office review and firm-acceptance of new and existing business and account maintenance submissions as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness. The Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative compliance solutions to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. The Impact * Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts. * Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems. * Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. * Implementation and management of operational and supervisory procedures for the firm. * Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking. * Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines. * Consistently identify and report to management on trending and risk mitigation measures. The Minimum Qualifications * FINRA Series 7 & 24 required at time of application * 2+ years MMLIS experience and / or 3+ years' industry experience * High School Diploma or equivalent * Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators * Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications * 4+ years MMLIS experience and / or 8+ years' experience conducting suitability reviews within the brokerage/advisory space * Ability to work in a fast paced, ever changing environment * High degree of ownership and sense of urgency * College degree preferred with a concentration in business or finance * Passion for embracing business process improvement opportunities * High aptitude for effective problem resolution * Must be able to think independently and tactfully challenge the opinions of others * Superior customer service skills * Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style * High aptitude for effective problem resolution * Strong organizational and time management skills are essential What to Expect as Part of MassMutual and the Team * Regular meetings with the New Business team * Focused one-on-one meetings with your manager * Access to mentorship opportunities * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms #LI-DK1 #LI-REMOTE Salary Range: $69,000.00-$90,500.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Senior Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Senior Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and/or escalate service breaks to management team • If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated OTHER: • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • At least 5 years of industry experience required • Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge/Skills • Strong computer skills and knowledge of Microsoft Office products • Exceptional written, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions Reports to: • Service Manager Job ID: 3260431 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHY NORTHWESTERN MUTUAL At Northwestern Mutual, we believe all clients deserve a personalized financial plan to help them live their best life, by choice. Insurance and investment strategies work together, creating an integrated plan that provides clients with more options, flexibility, and confidence to achieve a lifetime of goals. As a Northwestern Mutual financial representative, you will build lasting relationships with your clients and help them achieve their financial goals. In addition, you will help solidify your own future, too. This career offers flexibility at a company where hard work is valued and rewarded. THE OPPORTUNITY - As an advisor, you will build organic client bases, keep current client financial plans up-to-date, and build a portfolio of new clients on an ongoing basis. - Extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results. - A culture that promotes diversity, teamwork, AND a work/life balance. - A high-quality training program to help you get started and excel into the career. - Mentorship and professional development training throughout your entire career. - Leading industry products and solutions built on an integrated technology platform. - Financial support for professional designations and certifications, Series 6, 7, 63, CFP, CLU, etc. -Boosting your career from Financial Representative to Financial Advisor and Wealth Management Advisor. Ask your recruiter about opportunities to design your roadmap to leadership and specialized roles. -Comprehensive health benefits and two company-funded pension plans. WHAT WE ARE LOOKING FOR *No previous financial advising experience is required; we have a robust training and development program. BA or BS degree from a four-year institution required. We specialize in developing “career changers” - professionals who have experienced success in one industry and may feel capped where they are and open to translating their skillset elsewhere. The ideal candidate has experience in sales, marketing, or business development, is self-motivated, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, teaching, or entrepreneurial ventures. HOW ARE ADVISORS COMPENSATED? This career is primarily performance based - paid through enhanced early commissions and investment advisory fees. New representatives receive training stipends and early success bonuses (first 6 months). At the end of 2022 in Eastern North Carolina, Northwestern Mutual revenues for representatives 1-4 years in the business averaged $162,000. For representatives with 5 years or more tenure, revenues averaged $554,000 - with the Top 10% of representatives earning $2,000,000.

OVERALL FUNCTION Altius Wealth is seeking a Planning Associate to provide support to the Director of Planning on financial planning analysis and the development of strategies for clients. Specific responsibilities may include but are not limited to: Support Handling case notes, processing correspondence, maintaining client case files, and filing new statements, account forms and other investment related materials Responding to home office account inquiries Monitoring industry trends and research Ensuring compliance requirements are implemented and followed Proposal and Case Preparation Gathering information for meetings with client/prospect Preparing annual review information Preparing and modifying investment proposals Preparing investment policy statement, needs-based analysis, or financial plan Processing Accounts Preparing and processing all paperwork needed for investment accounts, including client onboarding Monitoring, processing, and following up on asset transfers Implementing initial and subsequent asset allocation trades Discussing potential rollover opportunities from other retirement plans for variable and mutual funds Processing proposal amendments, monitoring alerts, and annual reviews Executing buy or sell orders and rebalancing orders and maintaining asset allocation Following up on trade rejects and resolving all trade-related issues Client Service Completing risk tolerance (personal profile) questionnaire with client Corresponding with clients to handle investment related service issues Contacting clients on behalf of the advisor for developing financial plan and providing technical explanations of investment plan Accepting redemptions/withdrawals from clients and communicating instructions to home office Discussing tax consequences and costs Running performance reports Qualifications Bachelor's degree 3-5 years of experience in the planning space Active and valid FINRA Series 6 and 63 or Series 7, or the ability to obtain within 90 days Active and valid Life, Health, and Long-Term Care licenses, or the ability to obtain within 90 days Familiarity with Microsoft applications and data entry and information retrieval software Excellent oral and written communication skills Strong critical thinking, financial analysis, and problem-solving skills Ability to manage multiple diverse projects and assignments in a timely and quality manner Strong attention to detail with the ability to work with a high degree of accuracy Demonstrated ability to maintain effective working relationships with clients Willingness to learn Ability to embrace change and work in a fast-paced environment Able to work both independently and in a team Ability to maintain confidentiality

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals. Becoming a Financial Planning Director at Morgan Stanley will allow you to: Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement Job Responsibilities Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability Demonstrate expertise in wealth management topics including retirement planning, investment planning, tax planning, trust and estate planning, bank and credit management, and risk and insurance management Collaborate effectively with local management team to prioritize and oversee financial planning engagements Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy Facilitate business growth by driving client engagement and loyalty Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategy with Financial Advisors and their clients Remain current with all CFP continuing education requirements Comply with all regulatory requirements, including licensing and registrations Job Requirements Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a Bachelor's degree and 5+ years professional experience in wealth management, business development, and management Current holder of the CFP required Series 7, 66 licenses required Knowledge of Money Guide Pro highly preferred Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Overall Function The responsibility of the Front Office Coordinator position is to serve as the primary contact for customers and policy owners and assist with work as needed. Specific responsibilities include but are not limited to: Maintain front desk coverage at all times Greet visitors and direct them appropriately Answer and screen telephone calls Delivery distribution (packages and checks) Print and distribute daily reports Maintain the reception area, conference rooms, and kitchen daily (to include all office areas) Maintain inventory and order office supplies as needed Complete and/or assist with projects as assigned by Manager (to include reports) Maintain telephone system contacts, agency directory, and emergency contacts (to include updated address each year) Name Plate updates Maintain assigned distribution lists Maintain office map Open, separate, and distribute pouch mail within 24 hours of receiving in office Act as a liaison for financial representatives/staff as needed Make copies and scans when needed Mail handling and check logging Facilities Management On an ongoing basis, inspect the office space, order necessary repairs or recommend replacement or improvement when necessary. Establish, implement and maintain adequate security and safety proceed Research and recommend changes in equipment as Recommend the purchase and ensure proper maintenance of office equipment, furniture, and office supplies Vendor/Maintenance direct contact Maintain maintenance and office cleaning cycles Qualifications Two to Three years' experience in an office management position, including hiring, training, planning, financial monitoring, and program development Bachelor's degree Preferred High Level computer and Microsoft Office experience Multi-line phone experience Filing skills Customer service experience Ability to handle detailed work with high degree of accuracy Excellent interpersonal skills Experience in problem-solving High level of organizational skills Excellent written and oral communication skills Professional office skills Ability to multi-task Ability to be flexible and open-minded Ability to be diplomatic Ability to handle change, pressure, and criticism Demonstrated use of time management skills Team-oriented Opportunities for Growth Cross-train in other support roles Ability to take independent action to make sound decisions Ability to work effectively with people at all levels Life and Health Licenses with in 90 days of hire or other credentials (to be determined with Manager)

**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** As a dedicated Senior Property Adjuster, you will work within defined guidelines and framework, investigate, evaluate, negotiate and settle complex property insurance claims presented by or against our members. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Field Property Adjusters focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. We have a positions available for an experienced Senior Field Property Adjusters with large loss specializing in **Contents** for the following locations: **Raleigh NC, Greenville SC or Columbia, SC** . This is a **field-based** role for **Raleigh NC, Greenville SC or Columbia, SC** **.** Candidates currently living in this location or willing to self-relocate are encouraged to apply. **What you'll do:** + Proactively manages assigned claims caseload comprised of claims with moderate complexity damages that require commensurate knowledge and understanding of claims coverage. + Partners with vendors and internal business partners to facilitate moderate complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. + Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. + Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing investigation information involving moderate complexity policy terms and contingencies. + Determines and negotiates moderate complexity claims settlement. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. + Maintains accurate, thorough, and current claim file documentation throughout the claims process. + Applies proficient knowledge of estimating technology platforms and virtual inspection tools; Utilizes platforms and tools to prepare claims estimates to manage moderate complexity property insurance claims. + Applies working knowledge of industry standards of inspection, damage mitigation and restoration techniques. + Serves as an informal resource for team members. + Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. + Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. + May be assigned CAT deployment travel with minimal notice during designated CATs. + Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.. **What you have:** + High School Diploma or General Equivalency Diploma. + 2 years relevant property adjusting and/or claims adjusting experience handling moderately complex claims or construction related industry/insurance experience. + Developing knowledge of residential construction. + Working knowledge of estimating losses using Xactimate or similar tools and platforms. + Demonstrated negotiation, investigation, communication, and conflict resolution skills. + Working knowledge of property claims contracts and interpretation of case law and state laws and regulations. + Proficient in prioritizing and multi-tasking, including navigating through multiple business applications. + May need to travel up to 50% of the year (local & non-local) and/or work catastrophe duty when needed. + Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. **What sets you apart:** + Prior experience adjusting property claims using virtual technologies such as ClaimsXperience. + Prior advanced knowledge of Xactcontents. + Prior experience handling Contents only in higher severity/complex Large Loss claims + Bachelor's degree + Industry designations such as CPCU, AIC, SCLA + Currently reside within or have the ability to self-relocate within driving distance of **Raleigh NC, Greenville SC or Columbia, SC** International Airport + Currently hold an active Adjuster License + US military experience through military service or a military spouse/domestic partner **Physical Demand Requirements:** + May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. + May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. + May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. + May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. **Compensation range:** The salary range for this position is: $63,590.00 - $114,450.00 **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events 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. Company Description 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. Awards and 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 What characteristics would make you a successful BOA? Ability to deepen and broaden client relationships Ability to identify opportunities to create efficiency Strong ability to work independently Ability to manage multiple priorities in a deadline driven environment Proficient in current and new office technology Willingness to learn how financial services/markets work You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and Retirement Plan (if compensated for 1,000 hours of service during the plan year). In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

**You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. **How will you make an impact in this role?** The Sales Analyst position is part of a fast-paced, innovative team responsible for supporting the Global Merchant & Network Services (GM&NS) Regional & Centralized Client Group diverse portfolio. The role allows the incumbent to develop and gain knowledge of the Global Merchant & Network Services business, experience working as part of a large, national organization, and opportunity to drive and lead key projects. Reporting to the Senior Manager of Business Development, the Sales Analyst will collaborate across the organization with internal and external stakeholders and partners to drive forward business critical tasks. **Responsibilities:** + Serve as project manager for key RCCG initiatives, including, but not limited to: + Ensuring a strong control and compliance environment (Data Security, Risk Initiatives). + Complex hierarchy set-ups and management. + Executing scalable marketing (Offers). + Support Client Management and work with servicing partners as an escalation point on complex operational opportunities. + Collaborate with internal business partners to facilitate onboarding process for new hire client managers on systems and underlying processes. + Ensure key deliverables are met and team is aware of timelines. + Engage directly with merchant clients as needed. + Other ad hoc projects as needed. **Minimum Qualifications** + Strong merchant background with an ability to navigate through the various internal departments. + Strong project management skills. + Excellent organization and attention to detail. + Strong verbal and written communication skills. + Ability to manage workflow and timing on multiple projects simultaneously. + Ability to act independently and work cohesively with a virtual and in office team. + High motivation and willingness to assume accountability to do what it takes to get the job done. **Qualifications** Salary Range: $24.05 to $48.10 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement. If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25004313

The Opportunity As a Wealth Management Regional Business Development Consultant, you will be responsible for expanding our client base, providing personalized financial advice, and leveraging diverse expertise from outside our immediate geographic area. The Team To enhance our wealth management services, we have restructured our existing team to include four Regional Directors, each supported by Associate Regional Directors and Regional Consultants. As a Regional Consultant, you will partner with an Associate Regional Director to drive sales and business results within your designated territory. To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing clients, deepen relationships by creating systems for net new assets, and driving Financial Planning Services Renewals Net Flows, Financial Planning and Client Acquisition: Responsible for helping advisors onboard new, advice-based clients, driving new Fee Based Planning relationship through sales frameworks ensuring all movable assets are capture The Impact In partnership with an Associate Regional Director and Regional Director, you will execute key activities in your geographical territory, supporting the field in achieving their Wealth Management goals and driving sales and business results. Key responsibilities include, but are not limited to: Report to your Associate Regional Director to ensure you have the appropriate skills to execute your role and drive assigned sales and business results. Responsible for the tactical execution of the written sales plan for each agency as assigned by the Regional Director Conduct regular coaching programs, support advisor focus groups and boot camps as is needed, and conduct virtual training sessions for novice and high potential advisors to grow their wealth, net flows and financial planning business Conduct beginner and intermediate virtual training series Responsible for understanding the full Wealth Management and Insurance product suite and driving implementation of those products to help clients and advisors achieve their goals and objectives. Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met The Minimum Qualifications Bachelor's degree 3+ years' experience in the financial services industry 2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services / operations 1+ years' experience with some type of fee-based management Must reside in the South (NC, SC, GA, FL, AL, LA, MS) Required Travel: 0 - 5% within designated territory Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications Series 7 at time of application Series 63 + 65, or 66 at time of application or must obtain within 180 days 2+ years financial planning or financial advising experience 3+ years' experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model Industry designation (CFP, CLU, CHFC) or currently in progress Strong presentation skills in both live and virtual formats Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics. Comfortable in a fast-paced, high-demand, dynamic environment Ability to work as both a collaborative team member Strong written and verbal communication skills Excellent listening and follow-up skills Salary Range: $65K - $80K base salary range plus sales-based incentive opportunity resulting in a total target compensation package of $100K - $125K What to Expect as Part of MassMutual and the Team Regular meetings with Regional Director and Associate Regional Director to drive territory results Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR41 Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

OVERALL FUNCTION The Berry Network Office of Northwestern Mutual is seeking a Planning Associate who works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. Responsibilities include but are not limited to: Conduct regular one-on-one meetings and trainings with individual representatives Prepare integrated plans using software(s) (PX and Illustration System) Prepare investment advisor proposals Prepare annual review information Review and submit applications for insurance and investments Actively manage underwriting process and regularly follow up on outstanding requirements Prepare policies for delivery and obtain Policy Delivery Acknowledgements Process and monitor service requests including policy changes, beneficiary designations and EFT drafts Monitoring industry trends and performing research as needed To include miscellaneous projects assigned by manager QUALIFICATIONS Life/Health and Long-Term Care licenses required Series 6 and 63, or Series 7 desired or willingness to obtain within first year Excellent verbal and written communication skills with the ability to work effectively with people at all levels Ability to maintain a high degree of confidentiality and professionalism Effective organization and time management skills with the ability to thrive in a fast-paced environment Strong analytical skills Strong attention to details and accuracy Ability to thrive in a fast-paced environment Ability to take independent action to make sound decisions Proficiency with Microsoft Office Committed to professional development (e.g., licensing, registration, designations) EDUCATION Bachelor's degree required plus 2 years of related experience and/or training

Overall Function Luca Partners is seeking a full-time Director of Financial Planning to lead their planning department and consult with high net worth and ultra high net worth clients on their estate strategies. Luca Partners provides personal financial planning and investment management to high-net-worth and emerging high-net-worth clients. The Director of Financial Planning concentrates in overall financial planning for our clients, including areas of tax and legal planning. This individual will lead our planning department in the areas of financial plan analysis and in the development of planning strategies for clients. Specific responsibilities may include but are not limited to: Lead and manage the overall financial planning workflow of the department Analyze and prepare information for meetings with clients and prospects, including annual reviews Active collaboration with private wealth advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, and tax mitigation strategies. Participate in meetings with clients as appropriate Prepare executive summaries of opportunities and insights for client meetings Qualifications Experience in the financial services industry required; 10 years preferred CFP and/or CPA and/or JD preferred Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning. Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies. Excellent oral and written communication skills with ability to practice attentive and active listening and communicate in an open and direct manner Demonstrated organizational and time management skills with ability to multitask, set priorities and meet deadlines Strong attention to detail with the ability to work with a high degree of accuracy Ability to embrace change and work in a fast-paced environment Ability to work both independently and on a team Experience leading and developing team members Willingness to obtain additional financial services licenses as needed for role Education Bachelor's degree required, and a JD from an accredited program preferred. Competitive Benefits Medical, dental, and vision insurance 401(k) plan with employer matching PTO Paid Holidays Paid maternity and paternity leave Long-term disability Location Option to work out of our Raleigh, NC or Durham, NC offices

has a starting pay rate of $16.83 per hour with a 3% annual bonus target. Are you a highly driven individual looking for a career in the Dental Insurance industry? If yes, read more to find out who we are and the possibilities we can offer you. This entry level Dental Claims Approver within Group Dental Claims supports Guardian, by processing the customer's claims timely and accurately. **You are someone who:** + Can succeed in a highly driven production, quality and team environment. + Seeks developmental opportunities to help you grow in your position and career with Guardian. + Displays honesty and seeks feedback to understand your strengths and areas of improvement. + Is self-disciplined and able to work independently in a remote work environment. We understand that no one majors in insurance while they are in college, and that knowledge of insurance should not limit your qualifications for our available positions. In fact, Guardian is seeking individuals with educational diversity to fuel our exciting and dynamic work environment. You will start your career with a strong onboarding and progressive training program. You will be exposed to how an insurance policy works, business writing, and claims processing. The foundational skills that you will learn involve how to process claims and provide an exceptional claims experience for our customers. The skills and knowledge that you acquire will serve as a foundation to further develop your understanding of what Guardian has to offer. **You have the following functional skills & position qualifications:** + Process data entered, scanned, electronically submitted dental claims. + Be flexible and adaptable in an ever-changing work environment. + Ability to handle pressure in a production and quality focused position. + Open and receptive to giving and receiving feedback. + Ability to interact effectively with all internal and external customers. + Demonstrate mathematical, analytical, organizational, problem solving & relationship building skills. + Dependable with good attendance. + Willing to work overtime when requested. + Strong oral and written communication skills. + Ability to work well independently, persistent drive to meet department/ organization goals. + Shows agility, as well as the ability to quickly learn or adopt new skill sets. + Proficient PC navigation skills including mainframe systems. + Maintains a high sense of priorities & uses solid judgment to make routine decisions. + Genuine and consistent drive to champion the customer. **You will:** A Dental Claims Approver reviews and processes claims that cannot be processed automatically by our mainframe system. An Approver's responsibilities may include, but are not limited to: + Applying state laws to the processing of initial claims and appeals. + Referring claims to consulting dentists to determine necessity of treatment. + Investigating and responding to written appeals, inquiries, and complaints. + Following up on claims that need additional information or are pending in our system. + This is not a customer service/call center position. No phone work is required. + Our department is open from 6:00 AM PST to 6:00 PM PST, and colleagues work 40 hours a week and need to meet and maintain productivity and quality goals. During training, the scheduled start time will be between 6:00 AM PST and 8:00 AM PST. + At times throughout the year, especially during our peak seasons, we require overtime to meet our service requirements. **Reporting Relationships:** This position reports to the Team Leader, Group Dental Claims, who in turn reports to the Manager, Group Dental Claims **Salary Range:** $30,960.00 - $46,440.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **Equal Employment Opportunity** Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. **Accommodations** Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

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. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What characteristics would make you a successful BOA? * Ability to deepen and broaden client relationships * Ability to identify opportunities to create efficiency * Strong ability to work independently * Ability to manage multiple priorities in a deadline driven environment * Proficient in current and new office technology * Willingness to learn how financial services/markets work 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 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. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

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

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. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: * Training which may include mentoring, job shadowing, coaching and branch office visits * A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources Skills: * Ability to learn and apply legal and regulatory requirements related to selling financial solutions * Work independently with strong problem solving, critical thinking, and sound judgement * A resilient, creative and progressive mindset * Motivated to achieve results as an individual and team * Attention to detail, organization, and time management Key responsibilities: * Deepening relationships with existing clients * Gather information and collect suitability information to open new accounts * Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation * Execute Financial Advisor solicited buy/sell orders and confirm with clients * Answer general client questions regarding Edward Jones Stock recommendations and withdrawals * Actively business plan and work as a team to continuously evaluate and execute branch strategies * Continually develop yourself to grow personally and professionally Can you see yourself... * Building meaningful connections and long-lasting relationships with clients * Managing multiple projects in a dynamic and highly collaborative organization * Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate * Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: * High School Diploma/Equivalent required; Bachelor's degree preferred * 3-5 years of relevant experience in securities/financial services industry preferred * Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period * FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing 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 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. As a salaried professional, you can also expect… * A culture of continuous improvement and professional development * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.

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. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What characteristics would make you a successful BOA? * Ability to deepen and broaden client relationships * Ability to identify opportunities to create efficiency * Strong ability to work independently * Ability to manage multiple priorities in a deadline driven environment * Proficient in current and new office technology * Willingness to learn how financial services/markets work 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 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. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, 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 students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (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 and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events 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. Company Description 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. Awards and 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 What characteristics would make you a successful BOA? Ability to deepen and broaden client relationships Ability to identify opportunities to create efficiency Strong ability to work independently Ability to manage multiple priorities in a deadline driven environment Proficient in current and new office technology Willingness to learn how financial services/markets work You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.