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Triage Staffing is seeking a travel Cath Lab Technologist for a travel job in Council Bluffs, Iowa. • Specialty: Cath Lab Technologist, • Discipline: Allied Health Professional, • Start Date: 09/29/2025, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, nights Apply for specific facility details.Cath Lab Tech Triage Staffing Job ID #UTNKPVTL. Posted job title: Radiology: Cath Lab Tech At Triage, we prefer to be real. Real about expectations—both ours and yours. Real about how a decision you make today could affect your tomorrows. Real about how compensation actually works. Real about how great—or grating—your next supervisor may be. Being real allows everyone at Triage to be ready. Ready to serve you with real honesty. So if that gig near the ocean is really no day at the beach, or that third shift comes with a second-class rate, we tell you. So you can be ready, too. We staff all five major divisions of acute care—nursing, lab, radiology, cardiopulmonary and rehab therapy, offering: • Competitive, custom pay packages, • One point of contact for both travelers and facilities (per division), • A reliable recruiter who's got your back throughout your entire assignment, • In-house compliance and accounting specialists, • A clinical liaison team available 24/7 to offer medical and professional support and career development, • A mentoring program that is run and managed by actual clinicians—yeah, you read that right, • And more (because of course there’s more) Are we the biggest? No. Are we the best? That’s rather subjective, but we’re trying to be. Will we work like hell to get you as close to your idea of heaven as possible? Yes. Yes, we will. Benefits: • Day One comprehensive, nationwide insurance plans for health, vision and dental and life—including a HSA option, • Day One 401(k) program with employer-matching contributions once eligible, • Facility cancelling protection—your time is money on and off-the-clock, • Guaranteed hours, • Weekly paychecks via direct deposit, • Earned vacation bonuses for time worked, • Paid holidays, • Employee assistance program (EAP)—your mental health is important, too, • Continuing education, certification and licensing reimbursement, • Workers comp—because accidents happen, • Top-rated professional liability insurance, • Company provided housing options, • Referral bonus—$750 in your pocket after they’ve completed a 13-week assignment

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development Accountabilities/Duties: • Team Leadership, • Prioritizes the guest experience, models superior guest engagement and fosters a positive work environment., • Recruits and selects talent and ensures performance expectations are clearly communicated and proper training is provided to execute responsibilities effectively and enable team members to thrive., • Engages frequently with team members to gain insight into workload and progress, address any challenges and course-correct as needed., • Provides continuous coaching and follow up to develop team and manage performance; delivers constructive feedback, conducts quarterly reviews, and addresses any performance issues in a timely, effective manner., • Delineates role of Assistant Manager, assigning specific responsibilities to support the ongoing leadership of the bakery team and operation., • Identifies future leaders and cross-trains team members as appropriate to build individual capabilities and ensure adequate bakery coverage., • Maintains hands-on knowledge of all bakery roles and steps in regularly to perform various responsibilities as business needs dictate., • Business Operations, • Facilitates the opening and closing of the bakery, including cash-drawer balancing and bank deposits., • Manages special-order fulfillment via web and email for individual guests and corporate accounts as well as large, complex orders and deliveries., • Creates and communicates weekly sales productivity goals, cake production plan, and team schedule, and adjusts bakery coverage based on changing business trends., • Sets inventory par levels based on production demand and sales forecast monitors stock levels, processes weekly supply orders and conducts monthly inventory., • Ensures NbC product, service, bakery environment, and visual merchandising standards are consistently upheld and that all bakery operations adhere to food and health safety standards and NbC policies and procedures., • Manages all controllable expenses, including labor, COGS, maintenance, and supplies, to maximize profitability., • Performs administrative functions, including payroll processing, sales, labor and product inventory reporting, and basic accounting procedures., • Local Marketing, • Leads proactive community outreach to increase brand visibility in the market and engage in brand-aligned events while responding appropriately to external requests for NbC contributions., • Servants Heart, • Goes above and beyond to support and develop the team and create a superior guest experience., • Keeps the good of the team and guests ahead of personal interests or gain., • Leads by example and displays humility and empathy for others., • Spirit of a Champion, • Demonstrates an intense drive, a commitment to excellence and a passion to succeed., • Seizes 100% ownership of responsibilities, with zero excuses for issues within direct control., • Operates with a sense of urgency, exercises sound judgment and seeks feedback to improve performance., • Genuine Connections, • Projects warmth, enthusiasm, and optimism that attracts and energizes others., • Builds positive, productive relationships and communicates often and openly., • Understands basic retail math and P&L principles, including the specific levers that drive sales and profitability., • Has the ability to interpret and analyze business and financial data, identify areas of strength and improvement opportunity, and determine appropriate action plans to address issues., • Leads with an unwavering guest focus and exhibits strong interpersonal skills, with the ability to engage, empower and motivate a team and communicate effectively in both oral and written form., • Excels at delegating duties, communicating clear expectations, directing others work and managing performance., • Is highly organized and resourceful, can balance multiple priorities and demonstrates strong follow-up skills., • Possesses strong problem-solving skills, with the ability to accurately assess situations and identify issues, develop possible solutions and take the appropriate courses of action., • Demonstrates strong learning agility, with a passion to grow and excel. Responsibilities, • Build effective relationships with associates, peers, and supervisors to develop a high-performing team., • Analyze reporting and business trends to make strategic decisions to drive results., • Consistently assess and provide ongoing performance feedback to all levels of team members., • Oversee daily operations, ensuring efficiency and adherence to company policies and procedures., • Create and implement employee development plans to encourage growth and performance improvement., • Manage inventory levels to optimize product availability and minimize waste., • Lead by example in delivering exceptional customer service and resolving customer concerns effectively., • Develop and execute action plans to meet and exceed operational goals., • Monitor compliance with food safety standards and regulations, ensuring proper handling, storage, and preparation of all products., • Uphold brand standards by maintaining a clean, organized, and visually appealing store environment., • Train and coach team members to consistently deliver high-quality products and services in line with the companys values and expectations., • Ensure all team members understand and comply with health, safety, and sanitation guidelines.Education, Certifications and Work Experience Requirements:, • High school diploma or GED; post-secondary education is a plus., • 1-3 years of leadership experience managing teams, business operations and the guest experience in the retail, hospitality or food service industries., • Demonstrated success in hiring and developing teams, creating a superior service environment and achieving financial objectives., • Experience in creating productivity goals, inventory par levels, and team schedules, and managing costs., • Foodservice safety training certificate (or required to obtain within 30 days of employment)., • Ability to lift 25 pounds. Salary Range: $50,000 - $60,000 Depending on Experience

Job Description Do you love details, deadlines, and a little fun along the way? The City of La Vista Recreation Department is looking for an Administrative Specialist who thrives in a fast-paced environment where no two days are the same. If you're someone who takes pride in accuracy, accountability, and adaptability, and you're ready to bring structure and spark to a team that values both efficiency and energy, this might be the job for you. You’ll be the organizational powerhouse behind our Recreation office—supporting everything from processing daily deposits to keeping our website fresh and our records squeaky clean. This is a hands-on role for someone who loves getting things done, enjoys supporting public-facing programs, and understands the value of doing the “behind-the-scenes” work that keeps things running smoothly. Key Responsibilities: • Finance & Reporting: Handle daily deposits, accounts payable, and receivables; generate monthly reports and assist with grant tracking, • Website & Communication Support: Keep our Recreation web pages updated and engaging for the community, • Document Creation: Draft, design, proofread, and finalize internal and external communications, • Records & Process Management: Maintain accurate files and records while helping improve day-to-day processes, • A detail-obsessed doer who can spot a typo from a mile away and triple-checks their math, • Someone with basic accounting knowledge and experience handling cash, • A flexible problem-solver who can shift gears quickly while staying aligned with city policies, • A clear and confident communicator—both in writing and in person, • Someone who sees feedback as a tool for growth and takes accountability for their work

Job Description Job Title: Operations Specialist Employment Type: Full-time Pay: $18-$20 hourly Schedule: Mon-Fri 8am-5pm Report to: Office Operations Manager About Us At PJ Morgan Real Estate, we believe in more than just real estate—we believe in making a lasting impact. Our guiding philosophy shapes every interaction, our mission drives us to deliver exceptional service, and our vision keeps us focused on the future. Together, these principles define who we are, how we serve, and why we’re committed to being With You For Life—every step of the way. Guiding Philosophy With You for Life All Things Real Estate Mission Statement We empower people to achieve their real estate goals by delivering exceptional service, expert guidance, and personal experiences that build lasting value within our community. Vision Statement To leave a lasting mark on the community by providing meaningful real estate experiences. Core Values - what motivates and guides us in how we work with one another, customers & clients, and our community: · Welcome and Lead Change · Be Optimistic In The Hard Times and Humble In The Best · Stay True To Ourselves · Think Like a Business, Act Like a Family · Cultivate Lifelong Relationships · Enrich The Community We Love and Live In Do you share similar values? Send us your application and resume today! Keep reading for the details. What We Have For You: As a rapidly growing, full-service real estate firm, we offer services in commercial property management, residential property management, association management, commercial sales & leasing, residential home sales, and business sales. Your exposure to All Things Real Estate will give you a broad understanding of a dynamic, multi-entity business and the opportunity to make a true impact at the leadership level. This is a high-visibility role that works directly with executive leadership to guide financial strategy, budgeting, and forecasting across multiple entities. You'll have the autonomy to lead the accounting team, refine processes, and contribute to the growth and scalability of the organization. We are looking for a finance leader who values collaboration, transparency, and initiative. PJ Morgan Real Estate leads by example and models behaviors that are consistent with our company values, and the ideal candidate would do the same. The Scope of Work • Welcome visitors with a pleasant attitude and respond to their queries efficiently, • Attend to calls and messages and redirect to the respective departments accordingly, • Receive and sort mail, handle package shipment and delivery, • Maintain the office condition and ensure common areas are neat and tidy, • Support all office functions to keep things running smoothly in a fast-paced environment, • Manage property keys and maintain inventory/check-out logs, • Keep an inventory of office supplies and materials and submit order requests as needed, • Perform various administrative duties such as faxing, emailing, and reserving conference rooms, • Assist with the hiring and applicant screening process, • Assist with planing and executing of company events, • Must have excellent interpersonal skills, a positive attitude and a customer service spirit, • Ability to maintain confidentiality, sensitivity and professionalism, • Above average written and oral communication, organizational and multi-tasking skills, • Proficient problem solving and analytical skills, • Has working knowledge of office equipment such as printers, mail meters, fax machine, etc., • Exhibits excellent time management skills and attention to detail, • Self-disciplined and motivated to achieve, • Makes continuous learning a priority, • Shows up every day ready to be the best version of themselves and contribute to the team!, • Familiarity with Microsoft 365

Job Description Division Summary: NP Dodge Management company specializes in the management of multifamily and commercial real estate, representing over 4,500 multi-family homes and 2.5 million sq. ft. of medical, office, retail and storage facilities across Nebraska and Iowa. With a legacy reaching back to 1855 — NP Dodge is known for our professionalism and time-tested management strategies that combine old-fashioned customer service with the latest technology. Job Summary: The Property Manager, under the supervision of the Regional Manager, is responsible for the day-to-day operations of an individual (large or multi-site) apartment community. This position requires the leadership to effectively operate the property to meet ownership’s goals and objectives. Essential Functions: • Demonstrates Company Core Values., • Manages the day-to-day operations of the assigned property to include, maintenance, leasing and grounds., • Leads, trains, and manages office staff to achieve operational excellence and remain compliant with company policies and procedures and all applicable regulations and standards., • Communicates regularly with Regional Manager regarding property updates, issues and personnel concerns., • Ensures the bank deposits, credit card utilization, rent collection and delinquency procedures are executed and documented per company policy., • Handles tenant complaints and issues promptly and professionally., • Oversees the completion of new rental agreements and the associated verification processes., • Adheres to the established office hours and ensures staff coverage is maintained., • Completes regular property inspections to ensure property meets health and safety regulations and maintains high standards of property upkeep and curb appeal., • Maintains records for service orders and repairs for the property., • Manages service contracts with outside vendors, contractors and suppliers., • Oversees the maintenance schedules and preventative maintenance work., • Maintains an inventory of all equipment and furniture including lawn service equipment, tools, office and clubhouse furniture., • Ensures compliance with all local, state, and federal regulations, including Fair Housing, EPA, and OSHA standards., • Reasonable and reliable attendance and timeliness when reporting to work and completing work., • Interacts well with others., • High School diploma, or equivalent., • Bachelor's degree in Real Estate, Business Administration, or related field preferred., • Minimum of 2 years of experience in property management, with at least 1 year in a leadership or management role., • Ability to earn the ARM Certification., • Knowledge of property management software systems and technology solutions., • Proficiency with Microsoft Office – Outlook, Excel, Word, and PowerPoint., • Requires the ability to withstand physical activity and navigate the property to include; walking, lifting, sitting, bending, twisting, climbing, reaching, flexibility, mobility and standing for extended periods of time., • Maintaining a valid driver's license and reliable transportation for travel between properties is required.

Job Description Multi-Site Assistant Property Manager Role for our Downtown Omaha Portfolio! Division Summary: NP Dodge Management company specializes in the management of multifamily and commercial real estate, representing over 4,000 residential homes and 2.5 million sq. ft. of medical, office, retail and storage facilities across Nebraska and Iowa. With a legacy reaching back to 1855 — NP Dodge is known for our professionalism and time-tested management strategies that combine old-fashioned customer service with the latest technology. Job Summary: The Assistant Property Manager works under the supervision of the Property Manager and is responsible for the day-to-day operations of an multi-site apartment portfolio that can meet and/or exceed ownership goals and objectives. The Assistant Property Manager shall have intimate knowledge of all Company policies and procedures and be responsible for implementing and monitoring same. Essential Functions: • Demonstrates Company Core Values., • Oversees the day-to-day operations of the assigned property to include, maintenance, leasing and grounds., • Assists Property Manager in leading and training the office staff to achieve operational excellence and remain compliant with company policies and procedures and all applicable regulations and standards., • Communicates regularly with Property Manager regarding property updates, issues and personnel concerns., • Ensures the bank deposits, credit card utilization, rent collection and delinquency procedures are executed and documented per company policy., • Assists with tenant complaints and issues promptly and professionally., • Oversees the completion of new rental agreements and the associated verification processes., • Adheres to the established office hours., • Participates in regular and annual property inspections to ensure property meets health and safety regulations and maintains high standards of property upkeep and curb appeal., • Collects and submits service orders and repairs for the property., • Oversees the maintenance schedules and preventative maintenance work., • Maintains an inventory of all equipment and furniture including lawn service equipment, tools, office and clubhouse furniture; purchases necessary materials and supplies., • Ensures compliance with all local, state, and federal regulations, including Fair Housing, EPA, and OSHA standards., • Supervises all service contracts or arrangements with service companies and suppliers; keeps Property Manager informed if there are changes needed., • Completes a variety of administrative duties for the property., • Reasonable and reliable attendance and timeliness when reporting to work and completing work., • Interacts well with others., • High School diploma, or equivalent., • Prior experience in property management, customer service, or related industry required., • Working knowledge of accounting, leasing, maintenance, and resident retention policies and programs., • Ability to earn the ARM Certification., • Knowledge of property management software systems and technology solutions., • Proficiency with Microsoft Office – Outlook, Excel, Word, and PowerPoint., • Requires the ability to withstand physical activity and navigate the property to include; walking, lifting, sitting, bending, twisting, climbing, reaching, flexibility, mobility and standing for extended periods of time., • Maintaining a valid driver's license and reliable transportation for travel between properties is required.

Job Description REGIONAL MANAGER - Omaha, Nebraska REGIONAL MANAGER - Omaha, Nebraska Burlington Capital Properties, one of the fastest growing full-service multifamily property management companies in the nation, has a fantastic opportunity! As Regional Manager, the successful candidate will oversee several of our portfolio of properties in Omaha, Nebraska and surrounding areas in addition to a property in Broomfield, CO and another in Sioux City, Nebraska. We pride ourselves in the quality living experience we provide to our residents and therefore are only considering individuals with demonstrated abilities in the areas of asset management, resident relations, financial reporting and team leadership with strong coaching and development skills. Please be advised that our policies prohibit exposed tattoos, piercings or face jewelry other than the ears, and unnatural/distracting hair colors (such as blue, green, pink etc.). Exceptions to this policy must be requested in writing. JOB RESPONSIBILITIES: • Enhance current portfolio performance by directing and collaborating with multi-site, on-site, and corporate personnel to meet operational objectives, • Collaborate and communicate with property ownership and company leadership in a manner conducive to growth and property stability, • Recommend and implement new policies and procedures to add value to assets under management, • Oversee capital improvements made to properties, • Prepare property budgets for approvals, review property financials and meet budget revenue guidelines monitoring revenues and expenses of property, • Assist in new property acquisitions and solicit new management contracts by working closely with the company president, • Lead the team to accomplish desired results, • Plan and participate in meetings and annual manager’s conference as required KNOWLEDGE, SKILLS AND ABILITIES: • Strong communication skills to positively represent the company in all interactions; especially with property owners and investors, • Ability to follow directives and work with minimum supervision, • Ability to interact positively with residents, employees, vendors and the general public., • Proficiency in multifamily residential and operational software; Real Page/Ops Buyer Systems preferred, • Communicates effectively to communicate issues, problems, ideas, concerns and information on work progress., • Demonstrated problem resolution skills with an affinity toward solutions-focused mindset, • Excellent follow up and follow through skills; solid organizational and interpersonal skills, • Ability to work as a team member, • Proficient computer skills to perform essential functions, • Basic accounting/financial record keeping knowledge required, • Overnight travel may be required (up to 40% of the time), • Valid Driver’s License and acceptable driving record required EDUCATION AND EXPERIENCE • Minimum of five years’ leadership experience in the property management industry required, • Prior supervisory experience in a multi-site management position required, • Some post-high school education in business management preferred If you meet the basic requirements as outlined above, please apply here today! Competitive salary and benefit package available. Employee benefits will be discussed during interviews. Post offer drug testing, criminal and motor vehicle background screening required. EOE / Affirmative Action Employer Please be advised that our policies prohibit exposed tattoos, piercings or face jewelry other than the ears, and unnatural/distracting hair colors (such as blue, green, pink etc.). Exceptions to this policy must be requested in writing. To learn more about Burlington Capital Properties, please visit our website at: Burlington Capital - Our Properties. #hc173576

Job Description Job Title: Assistant Property Manager Employment Type: Full Time (in-Person) Pay: $16-$18 hourly Schedule: 40 hours per week. Our regular business hours are Monday through Friday, 8:00 AM to 5:00 PM. However, your specific shift will vary within these hours based on the needs of the business. Report to: Residential Property Management Director About Us At PJ Morgan Real Estate, we believe in more than just real estate—we believe in making a lasting impact. Our guiding philosophy shapes every interaction, our mission drives us to deliver exceptional service, and our vision keeps us focused on the future. Together, these principles define who we are, how we serve, and why we’re committed to being With You For Life—every step of the way. Guiding Philosophy With You for Life All Things Real Estate Mission Statement We empower people to achieve their real estate goals by delivering exceptional service, expert guidance, and personal experiences that build lasting value within our community. Vision Statement To leave a lasting mark on the community by providing meaningful real estate experiences. Core Values - what motivates and guides us in how we work with one another, customers & clients, and our community: · Welcome and Lead Change · Be Optimistic In The Hard Times and Humble In The Best · Stay True To Ourselves · Think Like a Business, Act Like a Family · Cultivate Lifelong Relationships · Enrich The Community We Love and Live In Do you share similar values? Send us your application and resume today! Keep reading for the details. What We Have For You: As a rapidly growing, full-service real estate firm, we offer services in commercial property management, residential property management, association management, commercial sales & leasing, residential home sales, and business sales. Your exposure to All Things Real Estate will give you a broad understanding of a dynamic, multi-entity business and the opportunity to make a true impact at the leadership level. This is a high-visibility role that works directly with executive leadership to guide financial strategy, budgeting, and forecasting across multiple entities. You'll have the autonomy to lead the accounting team, refine processes, and contribute to the growth and scalability of the organization. We are looking for a finance leader who values collaboration, transparency, and initiative. PJ Morgan Real Estate leads by example and models behaviors that are consistent with our company values, and the ideal candidate would do the same. The Scope of Work • Obtain bids from vendors for Property Managers, • Property Inspections, • Place marketing signs; check keys, • Customer follow ups via phone, email, or text, • Assist in HOA Annual Meeting Mailing Preparation, • Assist with property unit turns, • Complying with company standards and applicable laws, e.g., Fair Housing, Landlord Tenant Act, • Daily shadowing/training with property managers, • Participate in projects assigned by Property Management Director, • Assist with errands as needed outside of the office, • Must have excellent interpersonal skills, a positive attitude and a customer service spirit., • Ability to maintain confidentiality, sensitivity and professionalism., • Above average written and oral communication, organizational and multi-tasking skills., • Proficient problem solving and analytical skills., • Self-disciplined and motivated to achieve., • You make continuous learning a priority., • You show up every day ready to be the best version of you and contribute to the team!, • Familiarity with Microsoft 365

Job Description Division Summary: NP Dodge Management company specializes in the management of multifamily and commercial real estate, representing over 4,000 residential homes and 2.5 million sq. ft. of medical, office, retail and storage facilities across Nebraska and Iowa. With a legacy reaching back to 1855 — NP Dodge is known for our professionalism and time-tested management strategies that combine old-fashioned customer service with the latest technology. Job Summary: The Affordable Housing Property Manager, under the supervision of the Regional Manager, is responsible for the day-to-day operations of an individual apartment community and strict compliance with all rules and regulations set force by the state and local regulatory agencies as it relates to affordable housing. This position requires the leadership to effectively operate the property to meet regulatory requirements as well as ownership’s goals and objectives. Essential Functions: • Demonstrates Company Core Values., • Manages the day-to-day operations of the assigned property to include, maintenance, leasing, and grounds., • Monitors and ensures property compliance with all Affordable Housing and Public Housing Agency program reporting and regulations., • Leads, trains, and manages office staff to achieve operational excellence and remain compliant with company policies and procedures and all applicable regulations and standards., • Communicates regularly with Regional Manager regarding property updates, issues and personnel concerns., • Ensures the bank deposits, credit card utilization, rent collection, and delinquency procedures are executed and documented per company policy., • Handles tenant complaints and issues promptly and professionally., • Oversees the completion of new and recertifying rental applications, processes income and asset verifications, completes household certifications, and executes rental agreements with accuracy., • Adheres to the established office hours and ensures staff coverage is maintained., • Completes regular property inspections to ensure property meets health and safety regulations and maintains high standards of property upkeep and curb appeal., • Maintains records for service orders and repairs for the property., • Manages existing service contracts with outside vendors, contractors and suppliers, as assigned., • Oversees the maintenance schedules and preventative maintenance work., • Maintains an inventory of all equipment and furniture including lawn service equipment, tools, office and clubhouse furniture., • Ensures compliance with all local, state, and federal regulations, including Fair Housing, HUD, EPA, and OSHA standards., • Reasonable and reliable attendance and timeliness when reporting to work and completing work., • Interacts well with others., • High School diploma, or equivalent., • Bachelor's degree in Real Estate, Business Administration, or related field preferred., • Minimum of 2 years of experience in property management; prior leadership or management role preferred., • 1+ years of LIHTC (section 42) and/or public housing assistance experience preferred., • Working knowledge of LIHTC (section 42) and public housing agency (PHAs) regulations., • Ability to earn the ARM® or CAM Certification., • Knowledge of property management software systems and technology solutions., • Proficiency with Microsoft Office – Outlook and Word., • Requires the ability to withstand physical activity and navigate the property to include; walking, lifting, sitting, bending, twisting, climbing, reaching, flexibility, mobility, and standing for extended periods of time., • Maintaining a valid driver's license and reliable transportation for travel between properties is required.

Job Description Position Summary: The Wealth Advisor/Investment Officer serves as a trusted fiduciary and financial partner to high-net worth individuals, families, and institutions. This role is ideal for a motivated professional who thrives on building relationships and developing new assets under management. This professional comprehensive investment and financial planning services to high-net-worth individuals, families, and institutions, while actively sourcing new client opportunities through networking, referrals, and community engagement. Essential Functions: • Proactively build and manage a portfolio of assets through prospecting, referrals, and community involvement., • Serve as the primary advisor for a portfolio of clients, delivering tailored investment strategies and holistic financial advice., • Create and implement goal-based financial plans for clientele utilizing the seven-step financial planning process., • Develop customized investment strategies based on clients’ goals, risk tolerance, and time horizons., • Collaborate with in-house analysts and portfolio managers to implement and monitor investment portfolios., • Conduct regular portfolio reviews and provide strategic recommendations to optimize performance and meet evolving client needs., • Provide guidance on tax-efficient investing, retirement planning, and estate strategies in coordination with legal and tax professionals., • Build and maintain strong client relationships through consistent communication, education, and high-level client service., • Develop and cultivate internal and external referral sources to fulfill business development responsibilities., • Stay informed on market trends, economic developments, and regulatory changes impacting investment strategies and client outcomes., • Ensure that all investment activities are in compliance with applicable laws and regulations and adhere to high ethical and professional standards of conduct., • Maintain working knowledge of securities held in discretionary accounts., • Refine and implement processes that improve efficiency, reduce the likelihood of errors, and improve the quality of UIMG’s brand., • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required., • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies., • Perform other job-related duties or special projects as assigned., • Bachelor’s degree in Finance/Accounting/Economics or related field., • Completion of Certified Financial Planner (CFP) program or successful progress toward obtaining the CFP designation., • 3-5 years’ experience in investment advisory, financial planning or related field., • Demonstrated success in business development and client acquisition, • Knowledge of financial markets, portfolio construction, and wealth planning strategies, • Excellent interpersonal skills, communication, and relationship building skills., • Accurate and detailed, • Organized, • Time efficient and deadline driven, • Effective communicator- written and verbal, • Customer service focused Indoor work – not exposed to outdoor elements or hazards. Some sedentary work and occasional lifting and/or carrying up to ten pounds. Some travel is required This role is eligible for hybrid work from home Wednesday opportunity under the work from home guidelines upon completion of onboarding. PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.