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Job Description Gulfeagle Supply is a family-owned business with over 100+ locations nationwide. We are a full line distributor of residential and commercial roofing and building products. Gulfeagle Supply specializes in servicing the professional contractor while also providing a variety of products and services to the homeowner, building owner, architect and general contractor. We take pride in delivering the highest quality and best value to our customers and we would be pleased to make you part of the mission. Here at Gulfeagle we are "Building a Career for YOU" Inside Sales / Office Admin Gulfeagle Supply is looking for a personable candidate with exceptional administrative skills and a strength in sales. Gulfeagle provides their associates the tools necessary to grow their skills and to better serve the customer while building their career. In this role, you will work with management to ensure we provide the highest quality building products to our customers while delivering excellent customer service. As well, this role works to ensure smooth operation of a branch office by assisting management with all aspects of administrative functions. Requirements and Qualifications: • Ability to meet expectations as determined by the Branch Manager and budget as it relates to Branch sales, market awareness, job selling, initiative, and job quotes, and accounts., • Possess professional communication skills (verbal and written), • Quickly learn and retain knowledge and awareness of new products, specialty products, and systems, • Provide support, product availability, pricing, and delivery information to the Territory Manager as needed., • Customer sales experienced with cold-calling and/or telemarketing skills and processing of the various types of customer orders and sales., • Reflect a positive and approachable demeanor for all walk-in customers, • Aptitude for developing counter and winning sales strategies, • Ability to obtain and retain new buyers by creating long-lasting relationships, • Effective at price quoting and follow-up communication, • Responsible for all administrative functions within the branch; including correspondence with Branch Support center departments when applicable., • Purchases and maintains all branch office supplies and materials as needed, at a cost level within the Branch budget., • Responsible for manual checkbook, credit functions, petty cash, and incoming and outgoing mail., • Answers telephone, transfers calls to appropriate person, records messages, etc., • Performs various other filing, data entry, and clerical duties as appointed by branch management, • Strong ability to multitask, prioritize and meet company timelines, • Must be a U.S. citizen or be authorized to work in the U.S Preferred Skills: • Bilingual- Fluent in Spanish and English, • 3+ years inside sales experience in related industry Education: • High School diploma or equivalent All new hires must complete pre-employment background check and drug test Gulfeagle Benefit Package: • 401(K) Retirement Plan including Employer Match, • PTO and Paid Holidays, • Health Insurance - Medical, Dental & Vision, • Life, AD&D, Short & Long-Term Disability, • Health &Wellness Programs, • Flexible Spending Accounts, • Health Savings Accounts, • Employee Discount Programs, • and more! #ZR This Job Summary indicates the general nature and level of work expected of the incumbent(s). It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the incumbent. Incumbent(s) may be asked to perform other duties as requested. Gulfeagle Supply is an Equal Opportunity Employer. We do not discriminate based on age race, gender color, religion, national origin, disability marital status, veteran status, sexual orientation, gender identity, or other characteristics protected under federal, state, or local law. All duties and responsibilities are essential job functions and requirements and are subjected to possible modifications to reasonably accommodate individuals with disabilities. We are proud to be an EEO employer M/F/D/V. We maintain a drug-free workplace Company DescriptionGulfeagle Supply is a family owned distributor of residential/commercial roofing & building products with over 75 locations nationwide. Are you looking for a career opportunity with a growing company? Look no further!Gulfeagle Supply is a family owned distributor of residential/commercial roofing & building products with over 75 locations nationwide. Are you looking for a career opportunity with a growing company? Look no further!

Job Description Culligan is seeking an experienced General Manager to oversee our business operations at the store branches. The General Manager will be responsible for leading and managing daily operations to achieve business goals and maximize profitability. As General Manager, your duties also include guiding staff in your branch, setting performance objectives, evaluating, and optimizing operational performance, ensuring regulatory and company standards are upheld, and preparing operations and financial reports. To be successful as a General Manager, you should be able to lead and manage people, ensure operations run smoothly, and achieve revenue targets. Ultimately, a top-notch General Manager should be able to demonstrate excellent problem-solving and decision-making skills. Specific Job Function: • Full operational responsibility for all profit and loss related activities of the branch, • Prepare all staff members to be in position to deliver exemplary customer service and measure the job performance of the staff to ensure customer satisfaction, • Adhere to and enforce all company safety guidelines; Responsible for the timely and accurate filing of paperwork relative to insurance reporting of general liability, fleet accidents, and worker compensation claims., • Protect and manage branch assets effectively., • Foster a team culture by recognizing and motivating branch personnel., • Prepare accurate business forecasts and budgets., • Oversee branch payables, inventory, and receivables., • Personally, responds to difficult customer inquiries and/or unusual situations., • Manage the efficient routing of deliveries and service calls., • Execute program(s) to meet/exceed the sales plan, • Maintain awareness of local competition and using market trends to inform strategic decisions and improve competitive positioning, • Participate in the recruitment process, from interviewing to selecting candidates, and ensure smooth onboarding for new hires, • Identify training needs and facilitate professional development opportunities to enhance team skills and capabilities, • Monitor and evaluate employee performance, providing regular feedback, coaching, and development opportunities to ensure high performance, • May be required to perform the job duties of other branch staff on an as needed basis and spend time in field assisting with training., • Optimize branch efficiency by consolidating/automating job duties wherever possible. Qualifications: • Four-year degree in Sales, Marketing, Management, or a related field is preferred., • 5 years of Basic Plumbing, Operations, Management, and Marketing is a plus., • Excellent verbal and written communication skills, with the ability to convey information clearly and effectively, • Ability to work with all levels of management., • Ability to generate sales growth. Strong sales generation ability and financial performance., • Ability to manage multiple projects and priorities; strong decision-making and problem-solving abilities, • Strong analytical and strategic thinking skills., • Proficient in Microsoft Office. Competencies: To perform the job successfully, an individual should demonstrate the following competencies in this position: Resourcefulness Customer Focus Team Player Passion Integrity Organizational/Planning Communication Analytical Judgement/Decision Making Detail Oriented Target Salary Range: $100,000 – $110,000 salary a year with the opportunity for eligible employees to earn additional compensation pursuant to the Company’s bonus plan. Exact pay will be based on factors including, but not limited to relevant education, qualifications, certifications, experience, level, geographic location, and business and organizational needs. Full-time positions are eligible for competitive benefits, including paid time off, health, dental, vision, life, disability benefits and 401(k).

Job Description Priority Financial Group (PFG) in its relationship with TruPartner Credit Union, is looking to add a Financial Advisor to work in their Cincinnati Ohio market. The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welcoming new members and deepening relationships. This advisor will be based at our main office and will have the opportunity to work referrals from the credit union's branch network. About the Role: The purpose is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning. Summary of Responsibilities: • Helps clients reach their personal, education, business, retirement, and estate planning goals., • Conducts investment, insurance, and estate planning proposals., • Provides financial education services to credit union members., • Achieves activity and production goals as agreed upon., • Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment solutions in the market. Attends training and completes required continuing education. Meets regularly with the Program Manager and trains with the Program Manager., • Drives investment and program initiatives with credit union. Provides regular feedback to the branch employees., • Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan., • Excellent organizational and time management skills. Ability to work independently and proactively demonstrate initiative., • Excellent interpersonal/communication skills., • Pays close attention to detail with a high degree of accuracy., • Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills., • Maintains high level of confidentiality., • Conduct prospective client interview, implement the client's financial plan, and provide servicing appointments with commitment to client satisfaction., • Perform pro-active prospecting activities to Credit Union members and outside of the credit union to introduce new member relationships., • Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional opportunities to expand the relationship., • Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce., • Perform all related job duties and office operations in accordance with established Credit Union, RIA and Broker Dealer policies and procedures., • Follow credit union policies for compliance with all laws and regulations., • Office space and basic office supplies, • Marketing support from the credit union. This could include introductions to partner organizations & groups, co-sponsorship of workshops or seminars, spotlights in online and/or print materials, etc., • Territories with significant deposit base, which includes current clients who need an advisor to support their financial goals, • The opportunity to find new clients via the Credit Union's client base, • The opportunity to create client solutions without proprietary products, • As a Financial Advisor with PFG, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:, • An open architecture platform with access to thousands of investment products from leading third-party product sponsors, • Resources and expertise across the firm to help you create client solutions, • Need two or more years of experience in related financial planning/sales field, or equivalent combination of education and experience., • Possess clean credit and U-4 CRD history., • Bachelor's (BS) from 4-yr College or University: or associate's (AAS) from two-year College or equivalent job experience., • Possess valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance)., • Strong understanding of the investment industry, • Excellent interpersonal and listening skills Job Posted by ApplicantPro

Job DescriptionDescription: Auto Driveaway, one of the largest professional driveaway companies in the US, is seeking an energetic, safety-focused Operations Manager to execute dispatch operations at our Cincinnati, OH location. Auto Driveaway is a leading national provider of professional vehicle relocation services. Auto Driveaway primarily serves large corporate fleets, fleet management companies, upfitters, dealerships and vehicle and truck OEMs with fast, safe and reliable door-to-door driveaway service nationwide. Services include fleet shipping and fleet management services; single vehicle "door-to-door driveaway" shipping; short-term and reconditioning services across all asset types. We accomplish this with personalized customer experience, an unwavering commitment to safety, and a national network of professional drivers, helping to ensure quality, accountability, and reliability on every trip. Essential Duties and Responsibilities: • Motivates a staff of professional drivers and office personnel., • Evaluates condition of incoming and departing vehicles to identify all defects and request approval for recommended services. (Auto Detail, Preventative Maintenance and Body Repair), • Track and Manage all active vehicle services through Cloud Based ERP system., • Manage, Maintain and establish relationships with vehicle service providers to maintain the highest quality outcomes for services performed on client vehicles., • Complete title and registration services at DMV locations on behalf of Auto Driveaway and our clients., • Evaluates incoming pickup and delivery requests and determines driver assignments., • Analyzes client orders and available drivers, plan and execute within client needs and expectations., • Maintains 100% updates of internal systems, ensuring customer communication., • Evaluates problematic conditions affecting service level and reacts accordingly to resolve issues., • Communicates with personnel or customers as to estimate time of delivery or pickup. Coordinates delivery times to ensure customer satisfaction., • Monitors and equalizes assignments to ensure maximum efficiency of pick-up and delivery assets to staff., • Monitors and ensures performance of internal system that supports the dispatch function., • Analyzes reports on a daily basis and identifies areas of improved efficiency., • Implement driver assignments based on workforce availability scheduling parameters, ensures open issues for customer service are researched and resolved. Develop action plans with drivers to reduce service failures., • Develop action plans to correct deficiencies in service levels., • Communicates with regional manager in formulating driver efficiency and work schedules., • Ensures compliance with all FMCSR, State and Local regulations regarding dispatch operations and communication., • Assists with development of emergency contingency plans., • Ensures all services are performed to client expectations., • Ensures drivers maintain and submit receipts for all services performed., • Supports corporate goals and objectives., • Ensures all drivers are directed and managed within corporate personnel policies and procedures., • Ensures proper security of company and customer assets., • The incumbent of this position is expected to perform all other related duties as assigned., • This position requires the ability to multi-task, establish priorities, complete assignments thoroughly and accurately, communicate effectively across company divisions and departments, as well as read and comprehend information., • Must have strong management, human relations and communication skills., • Ideal candidate will possess a strong logistic skill set., • An understanding of customer service delivery techniques and problem-solving methods., • Must be able to travel 2-3 times a year for meetings. Auto Driveaway maintains a smoke-free work environment in accordance with company policy and applicable law. Auto Driveaway participates in E-Verify to confirm employment eligibility. Requirements:

Job Description POSITION SUMMARY Performs detailed cleaning of all office areas, general walkways and common areas within the facility. May be tasked to run general errands or to pick up needed supplies. Works harmoniously with management, co-workers, and customers to ensure that the customer receives a best-in-class repair experience. ESSENTIAL DUTIES and RESPONSIBILITIES • Cleans all interior surfaces as needed. • Sanitizes restrooms and break room service areas (sinks, counters and coffee stations). • Follows a set task list for specific cleaning needs like Sanitizing all handles, door knobs and desk phones • Notifies supervisor of any building maintenance needs that are noticed or observed • Informs supervisor when issues arise or facility abuse is present • May run general errands • Communicates with co-workers, management, and customers in a professional and positive manner. • Presents one’s self with a professional appearance, supports safe working habits, and complies with all company policies. • Foster teamwork within the department and with all other departments throughout the dealership. • Other duties as assigned by supervisor SUPERVISORY RESPONSIBILITIES / ORGANIZATIONAL STRUCTURE • Reports to the branch manager / department manager or designee QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE • Experience with the operation of general cleaning equipment REQUIRED SKILLS • Ability to take directions in a fast-paced work environment • Stays focused on and completes assigned tasks in a timely manner • Customer friendly appearance and mannerism • Represent the company in a professional manner PHYSICAL DEMANDS Position requires extended periods of standing, walking, stooping and lifting. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WE ARE AN AT-WILL, EQUAL OPPORTUNITY EMPLOYER WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description Searching for an experienced Project Manager in the Cincinnati market with a company that I have worked with for years. Great company with outstanding leadership. Company has been in business for over 100 years and is one of the largest and well respected distributors in the industry. A Senior Project Manager is responsible for running commercial construction projects from the time a job is booked through the closeout phase. A Senior Project Manager may be assisted by a Project Engineer, but is capable of managing projects independently. Essential job functions include preparation and review of project documentation (subcontracts, purchase orders, change orders, submittal packages); tracking material deliveries; communication with project site contacts for coordination of material deliveries; familiarity with internal scheduling and detailing software programs; and participation in and contribution to internal meetings focused on continuous improvement. A Senior Project Manager interfaces directly with customers and suppliers, and is expected to react expeditiously to jobsite issues. Depending on the needs of a specific branch office, a Senior Project Manager may also be tasked with Estimating. #hc134103

Job Description Searching for an experienced Project Manager in the Cincinnati, OH market with a company that I have worked with for years. Great company with outstanding leadership. Company has been in business for over 100 years and is one of the largest and well respected distributors in the industry. A Senior Project Manager is responsible for running commercial construction projects from the time a job is booked through the closeout phase. A Senior Project Manager may be assisted by a Project Engineer, but is capable of managing projects independently. Essential job functions include preparation and review of project documentation (subcontracts, purchase orders, change orders, submittal packages); tracking material deliveries; communication with project site contacts for coordination of material deliveries; familiarity with internal scheduling and detailing software programs; and participation in and contribution to internal meetings focused on continuous improvement. A Senior Project Manager interfaces directly with customers and suppliers, and is expected to react expeditiously to jobsite issues. Depending on the needs of a specific branch office, a Senior Project Manager may also be tasked with Estimating. #hc146541

Job Description Culligan is seeking an experienced General Manager to oversee our business operations at the store branches. The General Manager will be responsible for leading and managing daily operations to achieve business goals and maximize profitability. As General Manager, your duties also include guiding staff in your branch, setting performance objectives, evaluating, and optimizing operational performance, ensuring regulatory and company standards are upheld, and preparing operations and financial reports. To be successful as a General Manager, you should be able to lead and manage people, ensure operations run smoothly, and achieve revenue targets. Ultimately, a top-notch General Manager should be able to demonstrate excellent problem-solving and decision-making skills. Specific Job Function: • Full operational responsibility for all profit and loss related activities of the branch, • Prepare all staff members to be in position to deliver exemplary customer service and measure the job performance of the staff to ensure customer satisfaction, • Adhere to and enforce all company safety guidelines; Responsible for the timely and accurate filing of paperwork relative to insurance reporting of general liability, fleet accidents, and worker compensation claims., • Protect and manage branch assets effectively., • Foster a team culture by recognizing and motivating branch personnel., • Prepare accurate business forecasts and budgets., • Oversee branch payables, inventory, and receivables., • Personally, responds to difficult customer inquiries and/or unusual situations., • Manage the efficient routing of deliveries and service calls., • Execute program(s) to meet/exceed the sales plan, • Maintain awareness of local competition and using market trends to inform strategic decisions and improve competitive positioning, • Participate in the recruitment process, from interviewing to selecting candidates, and ensure smooth onboarding for new hires, • Identify training needs and facilitate professional development opportunities to enhance team skills and capabilities, • Monitor and evaluate employee performance, providing regular feedback, coaching, and development opportunities to ensure high performance, • May be required to perform the job duties of other branch staff on an as needed basis and spend time in field assisting with training., • Optimize branch efficiency by consolidating/automating job duties wherever possible. Qualifications: • Four-year degree in Sales, Marketing, Management, or a related field is preferred., • 5 years of Basic Plumbing, Operations, Management, and Marketing is a plus., • Excellent verbal and written communication skills, with the ability to convey information clearly and effectively, • Ability to work with all levels of management., • Ability to generate sales growth. Strong sales generation ability and financial performance., • Ability to manage multiple projects and priorities; strong decision-making and problem-solving abilities, • Strong analytical and strategic thinking skills., • Proficient in Microsoft Office. Competencies: To perform the job successfully, an individual should demonstrate the following competencies in this position: Resourcefulness Customer Focus Team Player Passion Integrity Organizational/Planning Communication Analytical Judgement/Decision Making Detail Oriented Target Salary Range: $100,000 – $110,000 salary a year with the opportunity for eligible employees to earn additional compensation pursuant to the Company’s bonus plan. Exact pay will be based on factors including, but not limited to relevant education, qualifications, certifications, experience, level, geographic location, and business and organizational needs. Full-time positions are eligible for competitive benefits, including paid time off, health, dental, vision, life, disability benefits and 401(k). #LI-NY1

Job Description AVI Foodsystems is looking for an energetic and optimistic leader to immediately fill the role of Operations Manager, Full-Time. Founded in 1960, AVI Foodsystems has evolved into one of the most respected and trusted food service companies in the nation. Providing comprehensive food services with a focus on the highest quality and freshest ingredients, impeccable service and total value is the reputation we have earned and live up to everyday. Duties & Responsibilities: • Assist in the training and development of team members, • Lead and assist on projects assigned by the Branch Manager, • Operate and maintain company-owned vehicle in a safe manner; to be used for the purpose of traveling to accounts, • Maintain positive customer relations by visiting accounts, • Recognize needs for equipment upgrades and schedule installations of new vending machines, • Support company programs and branch goals, • Monitor inventory percentages, direct labor costs, waste percentages, inventory levels and consumption, • Address customer inquiries/complaints within 24 hours, • Must be 21 years of age or older to operate a company vehicle, • Previous vending experience is preferred, • Previous management experience required, • Ability to manage financials and achieve goals, • Excellent interpersonal skills for communicating with fellow workers and customers, • Ability to effectively work independently and utilize time efficiently, • Problem solver, • A family culture and atmosphere, • Competitive compensation, • Health, dental, vision, and life insurance for full-time team members, • 401(k) with generous company match, • Paid vacations and holidays

Job Description Division: 113 - CIN-SVC Position: Welder Fabricator Reports To: Branch Manager Employee Type: Full-time Pay Range: $19.00-$22.00 an hour Job Summary Welder in fabrication shop, heavy equipment modification including aluminum, stainless steel and mild steel. Blueprint reading for completion of project. Heavy equipment repair and modification on steel parts. Essential Duties Requirements Read and understand Blueprints Can weld and Certify in a 3G and 4G weld test using the flux core method of welding Can use a Cutting Torches Will be required to use grinders Qualifications · High school diploma or equivalent. · Must demonstrate ability to learn use of computers system/experience preferred. · Must demonstrate ability to work independently. · Must demonstrate ability to prioritize and organize daily activities. · Must demonstrate ability to work well with others. · Must demonstrate ability to lift and handle 70 lbs. · Must demonstrate ability to work independently. · Must demonstrate ability to work well with others. Work Environment · Position requires occasional use of stepladder. · Position requires occasional operation of forklift-truck and other lifting equipment. · Position requires high amount of physical effort at times. · Safety glasses are required (provided by Ace) Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 20 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8 a.m. to 5 p.m. This position requires occasional overtime as needed. Benefits Standard benefits, including 401(k), PTO, health, dental, vision, life & disability insurance. Company DescriptionAce Industries, Inc., founded in 1932, is one of the largest and most diversified overhead crane and hoist distribution, manufacturing, and service companies in the United States. Ace has fully stocked warehouses, service centers, and sales offices in 25 different locations nationwide. Ace’s e-commerce site provides thousands of material handling products to a nationwide customer base. These include technical resources that allow users to source repair parts and accessories for critical infrastructure equipment that keep the backbone of our country running.Ace Industries, Inc., founded in 1932, is one of the largest and most diversified overhead crane and hoist distribution, manufacturing, and service companies in the United States. Ace has fully stocked warehouses, service centers, and sales offices in 25 different locations nationwide. Ace’s e-commerce site provides thousands of material handling products to a nationwide customer base. These include technical resources that allow users to source repair parts and accessories for critical infrastructure equipment that keep the backbone of our country running.

Job Description One of the largest and oldest financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We are inviting you for a conversation about this role. As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on wealth and estate planning, investments, banking, credit, real estate, insurance, charitable giving, and fiduciary administration. In addition, we have specialized capabilities in business-sale advisory and pre-transaction planning. The PWA is responsible for identifying, closing, and deepening client relationships. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships. The Private Wealth Advisor is responsible for growth through internal and external sales and the development of new client relationships within the Wealth Management branch. You will have access to a complete team of specialists, who support you and your efforts by providing deeper knowledge in their respective areas of expertise. Your role is to act as a conduit within the Private Wealth Management team's strategic partners in the region. Key Responsibilities • Conduct comprehensive, in-depth client financial assessments to determine financial goals, risk tolerance, and investment preferences., • Design and implement customized wealth management strategies, including investment management, estate planning, tax optimization, and retirement planning., • Monitor financial plans and investment portfolios, making key adjustments based on market trends and client needs., • Collaborate with internal teams, including tax specialists, estate planners, and legal advisors, to offer holistic financial solutions., • Identify new business opportunities and expand the client portfolio through networking, referrals, and strategic partnerships., • Ensure compliance with regulatory requirements and maintain ethical financial practices., • Stay informed about industry trends, market developments, and financial products to provide the best advisory services. Qualifications • Bachelor's degree in finance, Business, Economics, or equivalent work experience in this field., • Established network with strong relationship management, networking, and business development skills., • Experience profiling clients and formulating customized strategies to address their needs., • Experience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients., • Demonstrated success in specific client segments or verticals, especially among individual accounts which have investible assets of $3-75 Million, per client, and the ability to manage numerous clients of that size., • A holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists., • Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication., • Professional designations, such as CFA or CFP, are highly preferred. Also helpful is National Mortgage Licensing System (NMLS) registration., • Established local network of clients with strong relationship management, networking, and business development skills., • A passion for problem-solving and acting as a strategic advisor., • Ability to make critical decisions independently and act as a business owner., • Sophisticated knowledge of investment strategies, financial planning, estate planning, and risk management. Benefits This position offers best-in-class resources and guidance to suit client needs, provide flexibility in your practice, and the tools you need to as a financial professional to reach the next level. By extending this to you, we hope you will at least explore a conversation with us. • Hybrid/flexible work schedule with the expectation of being in-office 3 or more days per week but the flexibility to work outside the office location for the other days., • Generous compensation package and transition package., • Exclusive high-net-worth client platform and tailored investment solutions., • Cutting-edge wealth management tools to enhance your practice., • A collaborative, client-first culture that fosters success., • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holidays per year, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

Job Description At Crossbridge Hospice, we believe a role is truly fulfilling when it aligns with your personal values, reflects your interests, leverages your strengths, and supports your professional growth. Our mission—people caring for people—guides everything we do. We are committed to cultivating a workplace where individuals feel empowered to thrive, both personally and professionally. By thoughtfully matching people with roles that resonate with their purpose and aspirations, we foster a culture rooted in authenticity, innovation, and shared growth. When individuals bring their whole selves to work, remarkable things happen—for our teams, our patients and their families, and the communities we serve. Our Mission To provide compassionate, patient-centered hospice care that honors the dignity of every individual; people taking care of people. Culture & Values Our people are the heartbeat of our mission. At Crossbridge Hospice, we recognize your unique talents, nurture your growth, and celebrate your compassion. Together, we’re building a community that leads with integrity and serves with heart. • Clinician-led teams built on compassion and respect, • A supportive environment where every voice matters, • Commitment to dignity for patients, families, and staff, • Competitive compensation, • Health, Dental, Vision, Disability & Life Insurance, • 401(k) Retirement Plan, • Tuition Reimbursement, • Professional Licensing & Certification Renewal Reimbursement, • Paid Time Off + Paid Holidays + Floating Holidays, • Mileage Reimbursement, • Supportive Team Environment, • Mission-driven leadership that values your voice and expertise, • Opportunities to grow The RN Case Manager is responsible for providing end-of-life care and hospice services to patients in their home or community setting. This includes intermittent skilled nursing services and directs, supervises, and instructs hospice aide staff in the provision of personal patient care. This role requires compassion, strong clinical judgment, excellent communication skills, and the ability to support patients and families through highly sensitive and meaningful experiences. How you will make an impact: • Assume primary responsibility for the patient/family caseload that includes assessing, planning, implementing, and evaluating care needs during on-call hours in collaboration with the triage team, • Report On-Call activities to the clinical leadership and Branch RN Case Managers at the end of the call shift, • Maintain and complete appropriate care coordination notes for visit notes, and other pertinent clinical information, • Assist, provide, or arrange for delivery of medications and supplies needed after business hours, weekends, and/or holidays, • As scheduled, attend interdisciplinary team meetings during on-call period for full team discussion, consultation and evaluation of patient/family needs, • Under the physician’s order, admits patients eligible for hospice services in collaboration with the triage team, • Reports patient status and need for other disciplines to clinical leadership, attending physician and hospice physician, • Develops patient care plan that specifically addresses identified patient problems; nursing problems and goals that has been identified as mutually agreed upon goals with patient(s) during on-call hours, weekends and/or holiday(s), • Be responsible to ensure the use of the 4Ms (What Matters to the patient, Medications, Mentation, and Mobility) and provide Age-Friendly Care The Experience and Skills You’ll Bring • Current unrestricted RN licensure in the state of practice, • Valid driver’s license and proof of auto insurance, • Two years of RN experience, • Two years of Hospice/Palliative Nursing experience preferred Schedule: Mon-Fri 8am-5pm. On call as needed.

Job Description POSITION SUMMARY The Parts Counterperson is a retail sales position that interacts with the Heavy-Duty Fleets, truck owners and repair shops. This position is responsible for assisting the customer to understand their parts needs, look up those parts and all associated needed components. Offer alternative parts when the need is assessed or the customer requests. Asks for the sale, fills the order and pulls the parts for the customer when needed. ESSENTIAL DUTIES and RESPONSIBILITIES • Assists customers on the phone or in person in a friendly, professional, and efficient manner. • Assists outside sales representatives with their orders, allowing them more time with customers. • Focuses on offering the right part the first time, accuracy is critical. • When a customer is in need the Counterperson will exhaust all resources to find the customer a part. • Offers all needed parts to the customer for the job they are performing. • Promotes flyer products, known specials and askes the customer how many they would like. • Call customer and notifies them when their parts orders arrive • Keeps a list of and Follows up on all back-ordered parts daily • Notifies the proper person when a needed part is not in stock to ensure stocking levels are correct. • May place emergency orders as needed with the approval of the Parts Manager. • Follows Company policy and procedure, ensures all invoices / orders / confirmations are approved and signed by the customer. • May be assigned a section of the showroom or parts storage area to keep clean, stocked and orderly. • Takes payment from retail customers or obtains credit authorization. • Ensures all paperwork is documented • Solicits assigned accounts by phone. • Keeps all work areas clean, orderly and free or clutter • Other Duties as assigned by Supervisor SUPERVISORY RESPONSIBILITIES / ORGANIZATIONAL STRUCTURE • Reports to the Branch Parts Manager QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE • Multi Year experience in Parts counter duties (Researching part numbers, invoicing, add-on selling) • Functional knowledge of HD truck dealership Parts Operations • Experience managing a team a plus REQUIRED SKILLS • Ability to work with others in a team environment and fosters healthy working relationships • Ability to give and take directions in a fast-paced work environment • Stays focused on and completes assigned tasks in a timely manner • Consistency in reinforcing defined activities that drive desired results • Customer friendly appearance and mannerism, Represent the company in a professional manner PHYSICAL DEMANDS Position requires extended periods of standing, sitting and working with the business system. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WE ARE AN AT-WILL, EQUAL OPPORTUNITY EMPLOYER WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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