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Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants. Overview: The Senior Security Architect is responsible for ensuring that the security requirements necessary to protect the Firm's business systems and processes are adequately considered and addressed across their portfolio. The Senior Security Architect will have a broad understanding of Edward Jones's enterprise technology systems as well as a deep understanding of their technology portfolio and of the cyber threat landscape. They will be responsible for using threat modeling techniques combined with security patterns and security requirements to ensure any systems or processes implemented are resilient to cyber attacks. During the course of operations, the Senior Security Architect will be responsible for identifying and escalating potential security risks to their leader and to work to identify and implement remediation solutions. It is expected that the Senior Security Architect will collaborate with associates within Security and across Digital. The Senior Security Architect will work with minimal guidance and oversight to deliver on assigned work and are accountable for complex problem solving and authoritative decision making within provided guidelines. The Senior security architect will provide mentorship to Security Architects. What You'll Do: • Architect, design and support delivery of enterprise solutions that prioritize security while also considering resiliency, maintainability, ease of integration and cost-effectiveness, • Guide and mentor teams on secure architecture and design, keeping operational readiness, scalability and resiliency in mind, • Drive and ensure adoption of security architectural patterns, design policies, code quality and performance across initiatives, • Drive innovation and R&D initiatives to solve complex business problems and support changing technical landscape in a secure manner, • Conduct regular reviews and assessments to ensure the solution meets security standards and regulatory requirements, • Interface and communicate at peer and more senior levels of the organization, leading and driving decisions through influence and consensus building, • Collaborate with stakeholders to understand business requirements, assess business processes, and develop comprehensive and secure technical solutions for complex environments, • Continue to maintain knowledge of new and emerging cyber threats including tactics, techniques, and procedures, • Identify and escalate potential security risks to leadership and work with leadership to design and implement the appropriate remediations, • Work with the exposure management team to ensure prioritized remediation of vulnerabilities, misconfigurations, and other security control gaps within the assigned portfolio 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 ___. Hiring Minimum: $140400 Hiring Maximum: $239100 Skills/Requirements What Experience You'll Need: • 8+ years relevant cyber security experience in progressive roles; 11+ preferred, • Degree in Cyber Security, Computer Science, Computer Engineering, Information Systems or related field, • Completed a number of advanced training and certifications (SANS SEC699, SANS SEC598, SANS LDR553, SANS FOR608, SANS SEC599, Cloud, etc), • Experience with core enterprise technology platforms including: security tools, infrastructure, software, data, cloud and cloud native platforms, microservices, API management, event streaming, CI/CD pipelines, • Experience with core enterprise best practices, including: security risk management, architecture diagrams and documentation, digital transformation, change management, crisis management, business continuity, disaster recovery, and observability, • Demonstrated competency in supporting existing software or hardware environments, project leadership, designing technical solutions, large implementations to production environments, multi-national systems, process design, team building, mid and long range planning, • Demonstrated competency with reading and generating architectural diagrams, • Demonstrated competency in architecting software security standards and implementation requirements, • Deep and extensive understanding of current security threats and vulnerabilities, • Deep and extensive understanding of how threat actors execute common attack paths at the tactics, techniques and procedures level, • Demonstrated competency with secure system design and domain risk modelling, • Experience managing regulatory requirements and common frameworks used by security within the Financial Industry Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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: ___ Check out our Canadian awards and 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 ___. 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-HO

THE TEAM The mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships. THE OPPORTUNITY Aritzia is growing, and our Sales team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for delivering flawless Right Selling and Right Servicing to every client. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLE As the Style Advisor, you will: • Sell clothes and earn client confidence through unparalleled styling expertise, • Deliver world-class experiences by creating meaningful, memorable moments, • Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia THE QUALIFICATIONS The Style Advisor has: • Passion for providing excellent service and outstanding customer experiences, • A commitment to learn and apply Aritzia's Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • The skills that are an asset to perform in the role and the appetite to continuously learn and develop oneself, • A commitment to quality and investing in results that add value to the business, • An understanding and a passion for the industry in which we operate, • An understanding of Aritzia’s brand vision and style fundamentals with a focus on trends and cultural influences THE PERKS Some of the industry-leading benefits you will receive work at Aritzia • Product Discount – Maybe you’ve heard of our famous product discount? You have now., • Aritzia Virtual Wellness – Because your health, happiness, and safety matter – 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial., • Aspirational Workspace – Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It’s all part of the Everyday Luxury experience you – and our clients – deserve.

Our client, a Registered Investment Advisor (RIA), is seeking a Financial Investment Analyst with commercial Real Estate experience to join their office. This is an in-office role. MUST HAVE PRIOR EXPERIENCE The Analyst will play a central role in evaluating opportunities, conducting financial due diligence, and supporting portfolio management in the rapidly expanding field of litigation finance. This role provides direct exposure to private credit and alternative investments. This role will work closely with the executive leadership team, and the career path is to CIO! KEY RESPONSIBILITIES • Investment Analysis: Evaluate potential litigation finance opportunities by assessing financial performance, damages models, and projected returns, • Due Diligence: Review case files, financial records, and market data, • Financial Modeling: Build and maintain cash flow models, ROI analyses, and scenario forecasts, • Market Research: Track industry developments, financial market trends, and emerging opportunities within litigation finance, • Portfolio Monitoring: Monitor ongoing investments, prepare performance reports, and support risk management, • Collaboration: Work with law firms, claimants, and financial professionals to collect information and support negotiations, • Reporting: Draft investment memoranda and recommendations, • Strategic Support: Partner with leadership on cross-functional initiatives to align financial analysis with business objectives SKILLS • Education: Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field (required). Advanced degree preferred, • Experience: 3-5 years of experience in investment analysis, financial modeling, private credit, private equity, or related financial services role. Litigation, insurance, or commercial claims experience a plus, • Financial Skills: Strong proficiency in Microsoft Excel (financial modeling), financial statement review, and valuation techniques, • Analytical Skills: Ability to synthesize financial and legal information into clear, actionable investment insights, • Work Style: Highly organized, detail-oriented, and comfortable balancing multiple projects in a fast-paced environment., • Mindset: Entrepreneurial, motivated, and eager to grow within the litigation finance and alternative investments industry Salary $80-$120k + commissions

Job Description: As a Revenue Accounting Data and Analysis Analyst, you’ll be responsible for daily monitoring of the data and processes that create, load, and distribute the sales data and the flown ticket lift data. You will work with end-users of this data across the company to answer questions, address concerns and coordinate enhancements. You will be responsible for reporting on and analyzing the Sales and Flown data for Revenue Accounting and other departments. You are expected to identify issues, propose solutions, and coordinate/contribute to the implementation of proposed solutions. Responsibilities: • Daily monitoring and reporting on the timeliness and accuracy of Sales data and Flown ticket lift data. This monitoring includes a variety of tests on the reasonableness of data and often includes exhaustive analysis on outliers and possible data issues., • On-going analysis and advice on departmental changes, company initiatives and industry mandates., • Communication with end-users of Revenue Accounting data regarding questions/ concerns about Revenue Accounting data/projects., • Work as advisor and technical support for Revenue Accounting end-users on existing (Cognos, Excel, Power BI, Azure Databricks, etc.) reports., • Work as advisor, technical support, and liaison with development team when other groups in Revenue Accounting are developing new reports., • Bachelor’s Degree or equivalent experience/education required, • Experience with SQL, Python, Azure Databricks, Azure Data Factory, Alteryx, Tableau, Microsoft Excel, Power BI, or other Business Intelligence tools is strongly preferred, • Thorough understanding of company Financial and Accounting data preferred, • Self-starter with strong quantitative and planning skills required, • Ability to independently identify issues, conduct research, analyze data, and propose solutions, • Leadership and organizational skills, • Creative thought process and visionary attitude, • Ability to build alliances & reach effective solutions across multiple departments, • Ability to work independently and manage multiple dependencies, • Ability to effectively communicate verbally and written with all levels of the organization, • Outstanding interpersonal skills - for building relationships and working successfully with business partners, technical teams, and all levels of management, • Must have the ability to understand and explain complex systems and be effective working as a liaison between technical and non-technical groups, • The successful applicant will have an aptitude for problem identification and resolution including securing inter-departmental and intra-departmental cooperation, • Attention to detail and an ability to understand complex, interrelated elements are necessary, • Capable of effectively working with people of varying backgrounds and levels, • Significant and demonstrated analytical ability. Must be able to independently identify a problem area, sift through multiple data sources and develop a sound analysis framework and present resulting recommendations to senior management, • Ability to effectively use Microsoft Office Products (e.g. Word, Excel, PowerPoint, etc.), • Innate curiosity - How do things work? How can they be improved?, • Willingness to show initiative and take ownership of job responsibilities

Job Description At Stearns Bank, we’re helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we’re currently looking for a Universal Banker. This is an in-office position at our Scottsdale, AZ bank branch. Come see how we’re doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all. Benefits Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That’s why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include: • Employee Stock Ownership Plan & 401k Plan, • Healthcare (Medical, Dental, Vision, Telehealth, Life insurance), • 12-week Paid Medical Leave, • Paid Parental Leave: 21-weeks Primary Care Parent, 14-weeks Secondary Care Parent, • $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, down payment assistance, • PTO from 13 to 23 days depending on tenure. Cashout and Carryover options., • 10 Days Sick Time, • 11 Paid Holidays, • 4 Days Volunteer Time, • 2 Days Self Allowance Time JOB SUMMARY The Universal Banker is a key player in driving branch growth and delivering exceptional customer experiences. This role is responsible for processing a broad range of financial transactions, proactively identifying sales opportunities, and acquiring new consumer and business checking accounts through targeted outreach and relationship building. This individual will be a trusted advisor, providing guidance on a full range of banking products and services with a focus on growing deposits and expanding the customer base. RESPONSIBILITIES Sales and Deposit Growth: • Proactively identify and pursue opportunities to acquire new consumer and business checking accounts through targeted outbound calling, networking, community involvement, and referrals., • Develop and carry out strategies to increase deposit balances from existing customers by understanding their needs and offering tailored solutions., • Consistently meet or exceed assigned sales and deposit growth goals for new accounts and deposit balances., • Maintain a robust pipeline of prospective clients and track progress towards conversion., • Develop a deep understanding of the local market, competitors, and customer needs to effectively position the bank’s products and services., • Partner with other departments (e.g., Commercial Lending, SBA, Nonprofits etc.) to identify cross-selling opportunities and generate referrals. Customer Service and Relationship Management: • Greet and direct customers promptly and professionally., • Actively interact with customers, prospects, and coworkers to build strong business relationships., • Develop a strong understanding of products, services, sales skills, and service standards., • Assist customers with request and/or concerns by phone and in person, delegating research and resolution., • Initiate customer courtesy calls on all accounts opened to ensure customer satisfaction., • Follow-up on closed accounts to understand the reason for closing., • Maintain confidentiality of customer accounts. Transaction Processing and Account Management: • Process commercial, business and consumer checking deposits, verifying cash and accurate endorsement of items., • Process savings deposits and withdrawals, verifying cash, endorsements, and signatures., • Accept checks presented for cash following the check cashing policy and verifying identification., • Accept installment and commercial payments., • Process advances for personal and home equity lines of credit., • Handle U.S. Savings redemption transactions., • Issue cashier checks, money orders, gift cards, and credit card cash advances., • Issue debit cards, make changes, and close a requested., • Accept check re-orders and address changes., • Process dormant and inactive account transactions according to bank policy., • Handle and balance cash drawer. Operational and Administrative Duties: • Assist with opening and closing of the bank facility by accessing security system, recording, and processing night deposit bags / envelopes., • Maintain bank security by following policy, which includes internal security, transaction security, and robbery procedures., • Process any of the following: Incoming mail deposits and payments; Loan deposits; signature cards; transfers, and coin orders., • Perform ATM duties., • Print daily reports & notices., • Assist in applying postage to the bank’s outgoing mail., • Scan & index account forms in M-Files., • Perform Canadian exchange for customers., • Generates new business through prospecting, calling, social networking and referrals from EFD, SBA, National, Commercial and Consumer lending., • Sell, explain, and open deposit accounts for both personal and business customers and prepare all related documentation., • Cross sell bank products and services. Compliance and Training: • Maintain solid understanding of all legal and regulatory compliance issues as they pertain to this position., • Loss prevention and security as applicable for this position., • Complete required training., • Participate in Stearns Bank sales/referral promotions., • Assist with deposit product training with new and existing employees., • Maintain file on assigned competitor and monitor rates, pricing, product changes, etc., • Participate in Saturday duty when needed., • Other projects as assigned. REQUIREMENTS • Occasionally lift and/or move up to 10 lbs., • Literacy in English., • Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear., • Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. QUALIFICATIONS • Associate degree (A.A.) or equivalent from a two-year college or technical school; or one to two years related experience or equivalent combination of education and experience., • At least one-year sales experience, preferably in financial institution with a proven track record of achieving sales target, particularly in deposit growth and new account acquisition., • Excellent communication and interpersonal skills., • Excellent analytical, problem-solving, leadership and critical thinking skills., • Excellent customer relation skills., • Proactive and results-oriented, with a strong aim to succeed in a sales-driven environment., • Ability to handle several priorities., • Strong digital literacy., • Detail oriented., • Strong time management and organizational skills., • Flexible. PREFERRED QUALIFICATIONS • Prior experience with Fiserv banking software., • Knowledge of Individual Retirement Accounts. THE COMPANY Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country’s top-performing banks and “Best Banks to Work For” by American Banker. As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www. StearnsBank.com EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.

Job DescriptionDescriptionAre you an elite sales professional looking to elevate your career in the competitive world of private aviation? Silver Air Private Jets is expanding, and we're seeking top-tier salespeople to join our dynamic team. If you're driven to build lasting relationships with high-net-worth clients, sell an industry-leading product, and be part of a company that values innovation and excellence, we want you onboard. Why Silver Air? At Silver Air, Private Jet Advisors are at the heart of our mission. We don’t just offer flights; we offer an unparalleled luxury experience. Our Flight Club, an invitation-only membership program, provides premium clients with seamless, hassle-free access to private jet services. As a PJA, you’ll have the opportunity to sell this exclusive membership and help clients streamline their private jet travel like never before. Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself. With industry-leading certifications from top independent auditing firms, Silver Air stands as a beacon of safety, trust, and premium service in private aviation. What We Offer • Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience. You'll be representing a brand that offers unparalleled service and benefits to its clients., • Aircraft Management Solutions: Sell a best-in-class aircraft management program designed to provide transparency, security, and efficiency for jet owners. Clients appreciate our approach, and you'll appreciate the opportunity to represent a truly competitive product in the marketplace., • Top Commissions & Earning Potential: We offer a highly competitive commission structure, rewarding your performance with industry-leading compensation. Your success directly translates into your financial rewards., • Exclusive Access to Elite Networks: Our strategic partnerships with luxury brands and high-end clubs open doors for you to build connections with affluent clientele and increase your reach in the market., • Work-Life Flexibility: Whether remote, hybrid, or in-office, we offer flexibility to balance your professional and personal life, ensuring you can thrive both in and outside of work., • Strong understanding of business relationships; excellent personal and intuitive skills to develop and maintain these relationships., • Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc)., • Be equipped with 2-5 years of hands-on Part 135 sales and sales operations experience, with proven expertise in developing and closing new retail sales opportunities to grow a successful book of business.WHAT YOU’LL LEAD: Your priorities are:, • Develop, implement and refine an effective charter marketing strategy by monitoring industry trends., • Partner with the executives to formulate, coordinate, and promote charter services., • Promote and sell charter block-time products., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Job Description This a remote work from home position. Candidates must reside in the state of Arizona, Colorado, Idaho, Nevada, New Mexico, Oregon, Utah, or Washington. Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Member Advisor to join our team to support Virtual Branch (Call/Contact Center). This role focuses on delivering legendary service by addressing member inquiries, resolving issues, and promoting the credit union's products and services in alignment with our mission to improve the financial lives of our Fire Family. Typical responsibilities: • Recommend FFCU financial products and services to members to meet individual member needs., • Process and manage member accounts and/or open new and sub-accounts., • Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines., • Process and manage credit and debit cards., • Troubleshoot, research, respond, and provide training on member services technology and related issues., • Work with other employees and departments to ensure member requests are processed for investments, mortgages, business loans, and insurance., • Participate in special projects and perform other assignments as needed., • Experience in technical support, sales, customer service, and banking at a Credit Union or Banking institution., • Experience with consumer loan application and processing., • Experience with account opening and teller transactions., • High School Diploma or GED We offer exceptional benefits to our employees, including: • Competitive salary with a pay for performance bonus, • Fully paid Medical, Dental, and Vision benefits package for employees., • Fully paid Life insurance, AD&D, short and long-term disability coverage, • 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%, • Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program, • Pet Insurance, • 3 weeks of PTO annually including 2 ½ days of float time., • 9 paid holidays plus 2 half days Firefighters First Federal Credit Union is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at .

Job Description TRC, in partnership with our client, is seeking driven individuals to join an extraordinary Financial Advisor Support team. If you excel in a fast-paced environment, love solving problems, and enjoy working collaboratively, this opportunity is perfect for you! As a key team member, you’ll play a vital role in supporting Financial Advisors and colleagues with operational and transition activities. Your work will directly enhance service quality and operational efficiency. To set you up for success, you'll participate in a structured training program designed to equip you with the tools and expertise needed to excel. Working in a dynamic broker-dealer environment, you'll develop a strong understanding of financial products, compliance requirements, and operational processes—skills that will propel your career in financial services! Schedule and Compensation: • Hybrid Schedule: 4 days onsite, 1 day remote., • Learn and support various financial products., • Accurately define nature of call and determine Financial Professional's needs., • Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities., • Use of various software / financial platforms., • Actively support the departmental goals by staying attentive to the phone system queues., • Perform required duties within internal applications as appropriate, with high attention to detail and quality., • Create a strong working relationship with customers and internal teams., • Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriate., • Educate customers where to find online information All other duties as assigned.Requirements:, • 2+ years of customer service or contact center experience., • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint., • Excellent communication & organizational skills., • Quick learner with basic technical skills to efficiently navigate through various systems., • STRONG customer focus orientation., • High attention to detail, analytical mindset, and problem-solving skills., • Be able to work independently and maintain elevated levels of quality., • Self-motivated individual capable of meeting departmental expectations and deadlines, • Ability to participate and contribute to a team environment.

The Advisor is responsible for managing client relationships, including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client's long-term financial goals. BOK Financial Corporation Group is a stable and financially strong organizat

Job Description We are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company, we'd love to hear from you. About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting Position Summary The Benefit Advisor serves as a critical liaison between our clients, employees, and vendor partners. This role blends clinical expertise with administrative excellence to drive engagement and maximize the value of our benefits programs. This role is client-facing and requires a proactive mindset and a passion for improving healthcare outcomes through innovative benefit solutions. The Benefit Advisor will be assigned a portfolio of clients and will be instrumental in delivering measurable value across each engagement. Essential Duties and Responsibilities • Communicate professionally with all employees and all stakeholders., • Monitor and manage care plans to support employee participation in the program., • Demonstrate sensitivity and respect for diverse cultural backgrounds in all employee interactions and team collaboration., • Educate clients and employees on the benefits and structure of our healthcare programs, using both clinical knowledge and professionally developed materials., • Facilitate program adoption by building trust and understanding, ensuring stakeholders recognize the financial and health-related advantages., • Collaborate with vendor partners to coordinate services, resolve issues, and maintain high-quality support for each assigned client., • Execute administrative functions related to program implementation, tracking outcomes, and reporting progress to leadership., • Drive cost savings for both the plan and its members by promoting strategic partnerships and ensuring effective utilization of available resources., • Assist in staff training initiatives and actively participate in quality management activities to support continuous improvement., • Occasional domestic travel will be required to attend team-on-site meetings, client visits, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and, in some cases, potential public transportation., • Help orient and mentor new staff by sharing knowledge of workflows, systems, and organizational culture., • Offer support to colleagues during absences or high-volume periods to maintain continuity of care and service delivery., • Build, maintain, and promote relationships with team members, peers across disciplines, and all other company team members, ensuring effective coordination of communications and services affecting clients., • Engage in continuing education, training sessions, and industry conferences to stay current with best practices and regulatory changes., • Excellent verbal and written communication skills and interpersonal effectiveness at all levels in the organization and across cultures, • Demonstrated ability to work collaboratively, • Demonstrate excellent time management with the ability to prioritize and efficiently execute a high volume and broad scope of tasks within tight deadlines, competing demands, and changes in the work environment., • Ability to prioritize, analyze, and negotiate multidirectional communication for consensus., • Ability to deal with frequent interruptions, changes, delays, or unexpected events., • High attention to detail to ensure data integrity and accuracy in all tasks., • Ability to utilize technology in a proficient and professional manner, • Demonstrated ability to learn quickly and to effectively handle change, • Ability to assess complex situations, negotiate care plans, and resolve service delivery issues efficiently., • Understanding of business management theory and practice, • Commit to quality medical management and healthcare service(s), • Exceptional customer service skills to support and guide team members and clients, • Strong ability to handle sensitive information with the utmost confidentiality and discretion, ensuring compliance with all relevant regulations and policies, for example, HIPAA, ADA, and other federal/state regulations governing employee care and privacy., • Knowledge of functional tasks performed within the medical management department, • A minimum of three years' benefit administrative experience., • Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed., • This role requires a valid, non-restrictive driver's license as it involves occasional travel to client sites and company locations.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 - $150,000 at plan Responsibilities: • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, • This is not just a sales job—it’s a career with purpose and opportunity, • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfactionQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Must have effective relationship management skills, • Required to effectively network to identify potential new clients, • Competitive, • Ambitious, • Coachable, • Communicative, • Self-disciplined, • Authentic About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $1 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR xll6mRLyd6

Job Description Partner with Annuity Experts and Add a Six-Figure Income Stream to Your Business Are you a licensed life insurance agent looking to dramatically increase your income by serving the retirement needs of your clients? Annuity.com is seeking licensed professionals to partner with our senior specialists in a lucrative joint-work opportunity. This is a 1099 independent contractor opportunity for licensed agents to expand their product offerings. Compensation is 100% commission-based, earned via commission splits on joint sales. The Opportunity: A Partnership, Not an Apprenticeship Leverage your existing client relationships and sales skills while we provide the advanced product knowledge and case design support. In this team-based model, you will partner with an experienced annuity specialist to consult with clients and close sales together. It's the ideal way to master a new market without the risk of going it alone. The Power of Annuity Commissions: Annuity commissions are substantial. The average commission on a single sale ranges from $1,000 to $15,000. Through this partnership, you will earn a significant share of these commissions on every joint sale, providing a powerful boost to your current income. Your Role as an Independent Agent Partner: • Identify annuity opportunities within your existing network and new prospects., • Initiate consultations with potential clients to discuss their retirement goals., • Collaborate with your assigned Senior Annuity Advisor, who will provide in-depth product expertise, case design, and closing support on joint calls., • A Team Selling Environment: Partner directly with a top-producing mentor who is financially invested in your success., • Access to High-Level Strategy Sessions: Participate in optional, high-value training and case-design roundtables to sharpen your skills., • Life-Changing Income Potential: There is no cap on your earning potential. This is your entry into a market where single commissions can exceed $50,000., • Must hold an active State Life & Health Insurance Producer License., • An entrepreneurial mindset with a desire to build a scalable and profitable business., • A proven self-starter capable of generating leads and prospecting activity., • Highly coachable and open to collaborating within a proven, team-based system., • Classification: This is a 1099 independent contractor opportunity. It is not W-2 employment., • Taxes & Expenses: As an independent contractor, you are responsible for your own business expenses, taxes, and benefits. We’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry. With over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals. If you’re ready to own your platform — not just work for one — you’ll fit right in here.About Annuity.com\r\nAnnuity.com is a nationally recognized financial services platform helping independent annuity and life producers grow their business, increase earnings, and share in company ownership.\r\n\r\nWe’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry.\r\n\r\nWith over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals.\r\n\r\nIf you’re ready to own your platform — not just work for one — you’ll fit right in here.

Job Description We are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company, we'd love to hear from you. About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting Position Summary The Benefit Advisor serves as a critical liaison between our clients, employees, and vendor partners. This role blends benefit expertise with administrative excellence to drive engagement and maximize the value of our benefits programs. This role is client facing and requires a proactive mindset and a passion for improving healthcare outcomes through innovative benefit solutions. The Benefit Advisor will be assigned a portfolio of clients and will be instrumental in delivering measurable value across each engagement. Essential Duties and Responsibilities • Communicate professionally with all employees and all stakeholders., • Monitor and manage care plans to support employee participation in the program., • Demonstrate sensitivity and respect for diverse cultural backgrounds in all employee interactions and team collaboration., • Educate clients and employees on the benefits and structure of our healthcare programs, using both clinical knowledge and professionally developed materials., • Facilitate program adoption by building trust and understanding, ensuring stakeholders recognize the financial and health-related advantages., • Collaborate with vendor partners to coordinate services, resolve issues, and maintain high quality support for each assigned client., • Execute administrative functions related to program implementation, tracking outcomes, and reporting progress to leadership., • Drive cost savings for both the plan and its members by promoting strategic partnerships and ensuring effective utilization of available resources., • Assist in staff training initiatives and actively participate in quality management activities to support continuous improvement., • Occasional domestic travel will be required to attend team-on-site meetings, client visits, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation., • Help orient and mentor new staff by sharing knowledge of workflows, systems, and organizational culture., • Offer support to colleagues during absences or high-volume periods to maintain continuity of care and service delivery., • Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients., • Engage in continuing education, training sessions, and industry conferences to stay current with best practices and regulatory changes., • Excellent verbal and written communication skills and interpersonal effectiveness at all levels in the organization and across cultures, • Demonstrated ability to work collaboratively, • Demonstrate excellent time management with the ability to prioritize and efficiently execute a high volume and broad scope of tasks within tight deadlines, competing demands and changes in the work environment., • Ability to prioritize, analyze, and negotiate multidirectional communication for consensus., • Ability to deal with frequent interruptions, changes, delays, or unexpected events., • High attention to detail to ensure data integrity and accuracy in all tasks., • Ability to utilize technology in a proficient and professional manner, • Demonstrated ability to learn quickly and to effectively handle change, • Ability to assess complex situations, negotiate care plans, and resolve service delivery issues efficiently., • Understanding of business management theory and practice, • Commit to quality medical management and healthcare service(s), • Exceptional customer service skills to support and guide team members and clients, • Strong ability to handle sensitive information with the utmost confidentiality and discretion, ensuring compliance with all relevant regulations and policies, for example, HIPAA, ADA, and other federal/state regulations governing employee care and privacy., • Knowledge of functional tasks performed within the medical management department, • A minimum of three years' benefit administrative experience., • Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed., • This role requires a valid, non-restrictive driver's license as it involves occasional travel to client sites and company locations.

Job DescriptionAbout Us: As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry. Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system. Innovation and Flexibility. You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... • State-of-the-art technology platforms and tools, • A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop, • A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer, • A unique business markets process that will differentiate you and help you add more value to conversations with business owners, • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources, • A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs, • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms #LI-TW1

Job Description Scottsdale-based ANDERSON Advertising & Public Relations is seeking a Director of Account Strategy to join our team. We are an upbeat group of problem solvers who genuinely enjoy working together and believe our best work comes from true collaboration. As the agency’s Director of Account Strategy, you will serve as a strategic leader and the North Star for our accounts, driving innovation, collaboration, and growth beyond the boundaries of client services. You will guide the account services team, cultivate deep client partnerships, and co-pilot the agency’s direction alongside the Creative Director and executive leadership. Core Responsibilities • Act as a trusted advisor to key clients, driving strategic direction and innovative solutions, • Lead strategy workshops, planning sessions, and the creation of actionable, results-oriented plans, • Build, mentor, and inspire a high-performing, collaborative account services team, • Provide coaching, professional development, and career-path planning for team members, • Collaborate with agency leadership to forecast revenue, manage profitability, and optimize team utilization, • Partner with cross-functional leaders across creative, digital, PR, media, and strategy disciplines, • Contribute to agency-wide operational planning, innovation initiatives, and strategic decisions, • Serve as a culture champion, embodying ANDERSON’s values and fostering an inclusive, high-energy environment, • Support acquisition and onboarding of new talent while nurturing a high-retention environment, • 10+ years of progressive leadership experience in marketing, advertising, or communications, preferably in an agency environment, • Proven success leading strategic client relationships and driving measurable growth, • Expertise in multi-channel, integrated marketing including digital, traditional, and innovative platforms, • Strong understanding of emerging technologies and analytics, including AI-powered tools for insight generation and performance optimization, • Excellent business acumen including revenue forecasting, resource management, and profitability analysis, • Demonstrated ability to mentor and inspire teams to deliver exceptional work, • Exceptional collaboration, communication, and problem-solving skills, • Alignment with ANDERSON’s values of collaboration, innovation, accountability, and positivity If you meet these qualifications and like working in a fun-loving environment where you’d be surrounded by intelligent, creative people (and dogs) who thoroughly enjoy their work, then you’ve come to the right place. We work in a hybrid environment - three days in the office and two days from home. If this sounds like a good fit for you, please send your resume, salary requirements, and cover letter telling us why you’re the perfect person for the job. We look forward to hearing from you.

Performance Objectives: Build client and asset acquisition through referrals, prospecting, seminars, and networking Utilize financial planning tools to better understand clients' needs Continually exceed sales expectations Familiarization with Corebridge Financial products and services, along with a

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking,

With over 9 million clients and 20,000 financial advisors across the U. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. The ideal candidate would have a sound understanding of the Financial Advisor R

Stay updated on financial planning, capital markets, and the financial services industry. Vanguard Financial Advisor Opportunity. Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX.

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking,

Job Description Opportunity Join a rapidly growing Registered Investment Advisory (RIA) firm and work directly with our President to service an existing book of business while also building your own client relationships. This is an exciting opportunity for an ambitious professional who is passionate about helping clients achieve their financial goals and who thrives in a collaborative, entrepreneurial environment. Responsibilities * Partner with the President to service existing clients, supporting financial planning, investment allocation, and ongoing client needs. * Collaborate with our internal operations team to ensure client requests are handled efficiently and with care. * Build lasting client relationships by providing consistent, high-quality service and education. * Develop new client relationships and help grow assets under management. Qualifications * Active Series 65 license (required). * Prior advisory experience preferred, but not required. * Proficiency in Microsoft Excel, Microsoft Office Suite, and virtual meeting platforms. * Ability to thrive in a fast-paced, dynamic environment with evolving responsibilities. * Ability to work on-site in our Scottsdale office at least four days per week. Compensation & Benefits * Competitive salary based on qualifications and experience. * Comprehensive benefits package, including Medical, Dental, Vision, and Retirement plan.

This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehe

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. Provides financial and investment planning and advice in collaboration with other team members to

Job DescriptionARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based in Scottsdale, Arizona, overseeing more than $600 million in client assets. At ARQ, we are passionate about helping our clients achieve their financial goals while delivering a boutique, white-glove service experience. What sets us apart is our team-based culture, where collaboration and service are at the heart of everything we do. The Wealth Advisor Position:This role is perfect for an early-career Certified Financial Planner™ (CFP®) who has some experience in the industry but is looking for the right long-term place to grow their career. As a Wealth Advisor at ARQ, you will serve as the primary point of contact for your clients while working closely with our support staff and executive team to deliver comprehensive financial planning solutions. We are looking for someone who is service oriented first. At ARQ, you’ll have the opportunity to build your career at a firm that values your growth, both professionally and financially. What Makes ARQ Unique: • Team-Based Culture: Advisors collaborate on cases, share insights, and are supported by a dedicated team of client service associates and partners., • Growth Potential: We offer a clear career path, mentorship opportunities, and the chance to grow your earnings through incentives for bringing in new business and growing share-of-wallet with existing clients., • Boutique Service Model: Unlike firms where advisors manage 300-400 clients, we limit the number of clients per advisor to ensure a high-touch, personalized service experience. Our firm averages approximately 65 clients per advisor. We want to ensure that our advisors can focus on what they do best— building relationships and delivering exceptional financial advice.Responsibilities Include:, • Acting as a fiduciary on behalf of clients, always putting their interests first., • Providing comprehensive financial advice in areas such as investing, tax planning, estate planning, college planning, retirement & income planning, and insurance planning., • Utilizing financial planning and analytic software to deliver tailored solutions., • Preparing for, conducting, and following up on client meetings., • Corresponding with clients via phone, email, and virtual meeting software., • Developing new client relationships with the support of our team.Position Requirements:, • A passion for helping clients achieve their financial goals through the financial planning process., • Exceptional interpersonal skills and a self-assured manner that inspires trust and confidence., • Excellent communication skills, both written and verbal., • A minimum of 3 years of experience in the personal finance industry, working directly with clients to provide financial advice., • Bachelor’s degree and CFP® or ChFC® certification., • Proficiency in Microsoft Office applications.Why Join ARQ?, • Competitive Salary & Benefits: We offer a competitive compensation package, including a base salary, incentives for new business development, and rewards for growing and maintaining client relationships., • Career Pathing: Clear opportunities for advancement and professional development., • Mentorship: Access to experienced advisors and partners who are invested in your success., • Work-Life Balance: Our boutique service model ensures you can focus on delivering exceptional service without being overwhelmed by an unmanageable number of clients.If you’re a service-minded CFP® looking for a place to grow your career, build your earnings potential, and work in a collaborative, team-based environment, we’d love to hear from you.

Our advisors don’t just sell products, they build lasting relationships and meaningful financial roadmaps that empower clients to live life intentionally. At WestPac Wealth Partners, our mission is to align clients’ financial goals with their values by delivering personalized, holistic planning

Financial Advisor Edward Jones Connection.

Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term re

They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and

Participate in financial due diligence and integration activities, including accounting quality of earnings analysis, pre-close integration planning, post-close decentralized accounting activities, and post-acquisition business and system integration. Serve as a trusted advisor to the CFO, CEO, and

Job Description Join Farmers Insurance Build Your Dream Career with Us! Farmers Insurance is on the hunt for hardworking, outgoing, and entrepreneurial-minded individuals to join our fast-growing team! If you're passionate about helping people, love building relationships, and are ready to take control of your future, this opportunity was made for you. Base Salary + Commissions + Bonuses = Unlimited Earning Potential! About the Opportunity: Our Farmers Insurance Agent Training & Mentorship Program is the perfect launchpad for ambitious individuals ready to soar in the insurance industry. Whether youre a recent grad hungry to kick-start your career or a seasoned pro looking for your next big move, well give you the training, mentorship, and resources you need to crush your goals. What You'll Do: • Build strong relationships with clients and tailor insurance solutions to their needs, • Drive new business and grow your own book of business, • Be a trusted advisor, giving customers peace of mind, • World-class training and one-on-one mentorship, • Work with the latest and greatest insurance technology solutions, • Entrepreneurial freedom with no limits on what you can achieve, • A dynamic, energetic team environment that celebrates your wins Flexible Schedule Health Insurance Dental Insurance Vision Insurance Life Insurance Paid Time Off (PTO) Competitive Compensation with Uncapped Earning Potential Career Growth Opportunities Hands on Training Responsibilities What Were Looking For: • Strong Communicator Engaging with clients and team members with clarity and confidence, • Performance-Driven Consistently motivated to achieve and exceed goals., • Self-Starter Ability to take initiative and work independently., • Entrepreneurial Mindset Passion for building and growing your own business., • Networking Pro Skilled at building lasting relationships and connections., • Digital Savvy Comfortable navigating and utilizing digital tools and platforms., • Business Acumen Understanding of what drives success in business. What You Get in Return: • Highly Competitive Compensation Uncapped commissions, renewals, and bonuses., • True Business Ownership Full financial control and ownership of your agency., • Balanced Lifestyle Flexible work hours, allowing for substantial home/work-life balance., • Licensing Requirement: Obtain or possess your General Lines Property & Casualty, and Life & Health licenses from the State of Arizona within 30 days of hire. We provide FREE Pre-Licensing courses., • Sales-Driven Focus: Thrive in a commission-based role with a focus on meeting and exceeding sales goals, leveraging a proactive sales approach., • Resilience & Positivity: Maintain confidence, perseverance, and optimism, pushing forward toward goals despite challenges or obstacles., • Multitasking Mastery: Navigate a fast-paced environment with ease, handling multiple priorities while staying organized and efficient., • Strong Listening & Objection Handling: Hone your ability to listen actively, anticipate client needs, and skillfully overcome objections to close business., • Communication Excellence: Demonstrate top-tier oral and written communication skills, engaging clients effectively and clearly., • Proactive Initiative: Show independence and initiative in driving progress, with the ability to take decisive action even with minimal direction., • Tech-Savvy: Leverage Microsoft Products effectively to streamline workflow, manage client data, and stay organized., • Prospecting Plan Development: Develop, execute, and follow a strong prospecting plan to generate new business and build lasting client relationships., • Proven Sales Success: Showcase a consistent track record of exceeding sales goals and delivering results.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Shift: 1st shift (United States of America). Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Works with clients to plan their short and long-term financial goals by building a financial plan with

Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportun

LocumJobsOnline is working with LocumTenens.com to find a qualified Endocrinology MD in Scottsdale, Arizona, 85264! About The Position This Job at a Glance • Job Reference Id:ORD-198500-MD-AZ, • Title:MD, • Dates Needed:Flexible based on clinicians availability, • Shift Type:Day Shift, • Assignment Type:Clinic, • Call Required:No, • Board Certification Required:Negotiable Additional Job Details • Case Load/PPD:0-4 ppd, • Support Staff:1-2 MAs, • Call Ratio/Schedule:n/a, • Location Type:On-Site, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1654900EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

JOB SUMMARY Contribute to the success of the organization and sales distribution site by effectively using sales techniques and processes to convert prospective owners into purchasers as well as reload Owners. Develop relationships with prospective owners by soliciting and following up on referrals and leads. Cater the sales experience to the individual needs and preferences of each potential owner, and follow through with the sales contract process to ensure that all required paperwork and legally required documents are completed accurately and in a timely manner efficiently. Maintain the customer relationship after the sale is complete to ensure continued owner satisfaction with the organization and to develop future business opportunities (i.e., reloads, referrals, additional sales). CANDIDATE PROFILE Education and Experience Required: High school diploma or GED Proficiency in English Incumbent is required to maintain an active and in-good standing professional Real Estate License where mandated by law Preferred: One-year related experience Successful Candidates Will Be Willing To: Must be willing to work weekends and holidays as required by business needs JOB SPECIFIC TASKS Building and Maintaining Customer Base Answer owner questions regarding use of properties and location amenities; make recommendations given the background information obtained on the owner through discovery. Follow up on referrals/leads from owners. Fulfill requests from owners or prospects regarding pricing, property maps, property descriptions, room locations, and portfolio/network information. Contact owners to monitor satisfaction, make aware of upcoming promotions, and develop business opportunities (e.g., reloads, referrals). Develop and maintain records on customer contacts and use that information to support effective follow-up opportunities. Monitor contract processing to minimize rescission decisions, provide comprehensive owner assurance and ensure timeliness of closings. Giving Sales Presentations Follow and adhere to the Consultative Sales Process when presenting to owners and guests. Establish trust with the prospective owner and Owners throughout the entire sales process to build on-going rapport. Discover the needs of prospective owners and Owners through a series of strategically layered questions/discussion and utilize the information to customize the sales presentation. Provide prospective owners and Owners a Sales Gallery, Property and Model tour specific to their sales distribution site. Explain the features, advantages and benefits of the product and advocate the appropriate amount of points to accommodate the prospective owners and Owners current and future vacation needs. Complete and close the sales contract process by ensuring all required/legal paperwork and documents are signed and notarized. Practice and continue to develop and improve sales script and presentation. Ensure clear understanding of finance options and present as an approach to ownership. Prepare for daily appointments (e.g., review tour sheet, owner history, presentation details, etc). Follow up face-to-face guest interaction with email, phone, or mail correspondence and facilitates use of Vacation Ownership Advisor. Answer Owner and customer questions regarding product information, servicing issues, construction work, financing, maintenance, repairs, and appraisals. Use, demonstrate, and/or coordinate virtual tour (eTour) software for guests. Conducting and Managing Business Transactions Assure complete and accurate processing of documents pertaining to sales. Review details of contracts with prospective owners and Owners once they decide on purchase. Thoroughly review loan applications and financial documents with the customer and ensure completed properly. Work with Sales Management to minimize cancellations, provide comprehensive owner assurance and ensure timeliness of closings. Analyze problems and formulate a strategy and plan to overcome challenges of getting work done quickly with a high degree of quality. Complete purchase summary worksheet at end of each sale. Reach out to and influence Legacy Owners and Every Other Year (EOY) Owners to enroll, upgrade and maximize all reload opportunities. Providing Service to Others Respond to and monitor the resolution of customer and Owner inquiries in a timely manner with accurate information. Leverage resources for providing service to guests and Owners (e.g., Vacation Ownership Advisors) in an effective manner. Other Manage time effectively to punctually attend daily team meetings, training sessions, and guest/owner appointments. Demonstrate total understanding of the culture and processes of the organization. Improve sales presentation approach through self-critique, practice, and lessons from the feedback provided by others (e.g., Sales Manager Coaches, Guests, Owners). Participate in formal training sessions offered by management team. Attend daily huddles and regularly scheduled team/manager meetings. Assist in the development and mentoring of other Sales/Membership Executives as requested. Maintain an awareness of current events (e.g., news, sports, pop-culture) and information on site locations to enable and promote customer relationship building. Perform other duties as assigned. Understand and abide by state and federal regulation around all sales and/or marketing activity (i.e. Do Not Call Lists, State registrations, Exemptions, etc). COMPETENCIES, BASIC SKILLS, and PERSONAL CHARACTERISTICS Leadership Adaptability - Maintaining performance level under pressure or when experiencing changes or challenges in the workplace. Communication - Conveying information and ideas to others in a convincing and engaging manner through a variety of methods. Professional Demeanor - Exhibiting behavioral styles that convey confidence and command respect from others; making a good first impression and representing the organization in alignment with its values. Problem Solving and Decision Making - Identifying and understanding issues, problems, and opportunities; obtaining and comparing information from different sources to draw conclusions, develop and evaluate alternatives and solutions, solve problems, and choose a course of action. Managing Execution Driving for Results - Planning and supporting the development of individuals' skills and abilities so that they can fulfill current or future job/role responsibilities more effectively. Planning and Organizing - Gathering information and resources required to set a plan of action for self and/or others; prioritizing and arranging work requirements to accomplish goals and ensure work is completed. Building Relationships Coworker Relationships - Interacting with others in a way that builds openness, trust, and confidence in the pursuit of organizational goals and lasting relationships. Customer Relationships - Developing and sustaining relationships based on an understanding of customer needs and actions. Learning and Applying Personal Expertise Applied Learning - Seeking out and making the most of learning opportunities to improve performance of self and/or others. Actively seeks and participates in learning activities; gains knowledge, understanding, and skill; applies knowledge or skill; welcomes performance feedback. Applied Business Knowledge - Evaluating market dynamics, enterprise level objectives, and important aspects of the business to accurately diagnose strengths and weaknesses, anticipate opportunities and risks, identify issues, and develop strategies and plans. Aligning individual and team actions with strategies and plans to drive business results. Basic Competencies Job Specific Computer Skills - Using computer hardware and software specific to job (e.g., MARSHA, PMS, SFA, NGS, Delphi, Point of Sale, HR technology). Mathematical Reasoning - The ability to add, subtract, multiply, or divide quickly, correctly, and in a way that allows one to solve work-related issues. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Writing - Communicating effectively in writing as appropriate for the needs of the audience. Functional Job Family Competencies Devising Sales Approaches and Solutions - Trying different and novel ways to deal with sales challenges and opportunities; taking courses of action or developing sales solutions that appropriately consider available facts, constraints, competitive circumstances, and probable consequences. Sales Call Facilitation - Ensuring that a call serves its sales objectives; maximizing the productiveness of interactions by monitoring and building on customers' cues. Sales Ability: Persuasiveness - Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients. Sales Disposition - Demonstrating the traits, inclinations, and outlooks that characterize successful salespersons; exhibiting behavior styles that facilitate adaptation to the demands of the sales role. Supporting Sales Implementations - Supporting customers during the implementation of sales contracts; seeking and taking appropriate actions on customer feedback; taking responsibility for customer satisfaction and loyalty. Sales Opportunity Analysis - Understanding and utilizing economic, financial, industry, and organizational data; accurately diagnosing customers' business strengths, weaknesses, and key issues that can inform sales strategies and plans. Marriott Vacations Worldwide is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.

Job DescriptionAbout Us: As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry. Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system. How will you grow your business? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analyses, • A strong relationship builder with a focus on putting people first, • A connector of people, • Leadership support, business advice and guidance, • Lots of training/support opportunities for collaboration and mentorship, • Cutting edge technologies that make doing business much easier, • A team-based environment that sees collaboration as key to success • BA, BS and/or graduate degree or equivalent work experience required, • Market development/networking abilities, • Securities licenses preferred but not required (SIE, Series 7 and 66) #LI-TW1

Job Description Overview As an Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by driving recovery processes , customer outreach, and risk management. You will assist in overseeing, training, and coaching customer service representatives where applicable while being a champion for compliance and ensuring Company standards are met. Your attention to detail and ability to follow the playbook will help foster the professional, respectful environment our customers and employees value. Responsibilities Develop customer relationships and complete inbound and outbound call campaigns daily to build new business, maintain store profitability, and further brand loyalty and recognition. Maximize customer success by offering ancillary products that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards, safety procedures. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* *Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand entity and at the sole discretion of the Company. Speak with your recruiter for the most up-to-date requirements. Qualifications • High School Diploma or equivalent required, • Minimum one year experience in customer service, sales, or retail, • At least 3 months of supervisory, key holder, or relevant leadership experience, • Excellent verbal and written communication skills, • Ability to work phone, Point of Sale, Microsoft Office, and other systems, • Must be at least 18 years of age (19 in Alabama), • Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law., • Leadership in a sales or customer service-oriented position, • Management experience in retail, convenience store, grocery, financial, service, or related industries, • Experience in check cashing, document verification, money order processing, • Bilingual English/Spanish is a plus and may be required for certain locations, • Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated)

Job Description Position: Vice President, Portfolio Management Location: Scottsdale, AZ (Global Headquarters) Type: Full-Time, Leadership Role With 45 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 4.5 billion of real estate assets in the United States and Canada, with more than 88,000 acres under management Position Summary The Vice President, Portfolio Management will be a senior leader within Walton’s Portfolio Management and Real Estate teams, overseeing the performance and execution of investment strategies across Walton’s funds and land assets. This role is critical to driving value for our investors through strategic portfolio oversight, cross-functional leadership, and execution of Walton’s real estate investment objectives. We are searching for a professional with strong analytical skills and a high attention to detail, along with highly developed communications and interpersonal skills. This position will report directly to the Executive Vice President, Finance and Portfolio Management. Responsibilities • Oversee portfolio management activities for Walton’s investment funds and land development projects, ensuring strategies align with company objectives and investor expectations., • Help to lead, mentor, and manage a team of analysts and associates, fostering professional growth and accountability., • Serve as a key advisor to the executive team, providing data-driven insights and recommendations to support portfolio decision-making., • Develop and oversee sophisticated financial models and portfolio optimization strategies., • Partner with the Land Asset Management, Capital Markets, Operations, and F&A teams to execute investment strategies and drive portfolio performance., • Review and evaluate acquisition and disposition opportunities, ensuring projects deliver market-appropriate returns., • Contribute to Capital Markets fundraising efforts and initiatives globally., • Maintain strong relationships with internal and external stakeholders, including financial institutions, investors, and business partners., • Ensure compliance with internal controls, risk management standards, and audit processes. Qualifications • Bachelor’s degree in finance, Business, Accounting, Real Estate, or related field; MBA or advanced degree preferred., • 10+ years of experience in real estate investment, portfolio management, or related field, with proven leadership in managing high-performing teams., • Advanced financial modeling skills with deep knowledge of Excel, • Strong knowledge of real estate markets, investment strategies, and asset management., • Exceptional quantitative and qualitative analytical skills., • Excellent interpersonal and communication skills with the ability to influence at all levels of the organization., • Ability to manage competing priorities and execute under pressure., • Demonstrated high ethical standards and professional integrity. Why Walton At Walton Global, we’re committed to supporting our employees both in and out of the workplace. Our comprehensive benefits package and employee perks are designed to promote well-being, growth, and a healthy work-life balance. Here’s what we offer: • Health & Wellness, • Employer Paid: Medical, • Dental, and Vision insurance, • HSA and FSA options, • Life insurance, • Short-term and long-term disability coverage, • Financial Security, • Competitive compensation packages, • 401(k) retirement plan, • Bonus incentives (based on role and eligibility), • Paid parental leave, • Time Off & Flexibility, • Generous PTO policy and paid company holidays, • Flexible work schedules and hybrid/remote opportunities (depending on role), • Professional Growth, • Training and development opportunities, • Cross-functional collaboration and global exposure, • Additional Perks, • Company-sponsored events and team-building activities, • Casual dress code (where applicable) We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

Job DescriptionDescription: About Nellis Auction Nellis Auction (Nellis or “the Company”), headquartered in Las Vegas, NV, is a middle market Direct-to-Consumer marketplace providing efficient liquidation services for returned or overstock inventory. Nellis sources these goods through major retailer/wholesaler relationships and operates in eight locations with ~1,200 employees. The Company is a leader in the reverse logistics industry ($769B size) with significant relationship, operational and technological competitive advantages. Given these competitive advantages, Nellis has experienced exponential revenue growth in recent years with more growth ahead. Key Responsibilities of the Position The Senior Cost Accountant’s primary responsibility is to own and lead the cost and inventory functions within the accounting team. This position will provide significant input into month-end close and budget processes as well as supporting business decision making and other accounting processes. Partnering with operations, this position will also lead, monitor and execute regular inventory counts. This position will report directly to the Senior Controller and will support the CFO/other senior leaders in a pivotal role to support Nellis’ exponential growth. • Responsible for all cost accounting-related activities: month end close, maintaining accurate costs, inventory management/purchasing, and freight tracking/monitoring, • Establish relationships with key cross-functional stakeholders, including but not limited to Operations/Supply Chain/Sales to develop a deep understanding of processes, business drivers, costs and revenue, • Build processes and implement improvements including a focus on change management and internal controls, • Partner with operations to lead, monitor, and execute the regular inventory count process for improved inventory accuracy, • Drive operational improvements and efficiencies on inventory and labor to improve business profitability and internal controls, • Ensure validity and accuracy of invoices and ERP inventory through analysis, internal validation and coordination with stakeholders across Nellis, • Partner with operations teams to ensure invoice accuracy including knowledge of cost reduction impact on financials, • Bachelor's degree in finance, accounting, or related field; MBA or CPA preferred, • 4+ years of work experience in Cost Accounting preferably in a distribution and/or inventory environment, • Experience in leading, monitoring and executing inventory count processes, • Ability to understand the inventory environment and the associated financial processes, • Knowledge of supply chain, receiving, inventory flow, operations process and distribution principles, • Ability to effectively analyze transactional level detail in an ERP system and articulate the key findings to management, • Advanced Microsoft Excel skills, • Excellent attention to detail and accuracy, • Excellent written and verbal communications skills, • Excellent project and time management abilities, • Able to manage multiple priorities and adapt in a fast-paced work environment, • Strong team player