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Job DescriptionNextran Truck CentersMobile Diesel Technician - West Palm Beach, FL Are you looking to further develop your profession into a career? Are you driven by opportunity? Nextran Truck Centers is hiring!Our Employees Benefit from: Career Paths || Network of 30 Dealerships || Disability Insurance || Paid Time Off (2wks 1st year) || Nextran Paid Life Insurance Family Centered Values || Medical and Dependent Care FSA || 401(k) Retirement Plan with Match || Company-Paid Holidays || EAP Great Medical, Dental, & Vision Benefits || Social Responsibility Opportunities || 28+ Years of Industry Experience || Professional Growth The Mobile Technician at Nextran Truck Centers is a skilled position that is responsible for repairing and maintaining our customers Medium & Heavy Duty Trucks. This includes diagnosing issues, preventative maintenance, repairs, disassembly and re-assembly, and writing detailed work notes. Essential Duties • Performs work as outlined on repair order with efficiency and accuracy, in accordance with dealership and factory standards., • Diagnoses cause of malfunctions and performs repair., • Communicates with parts department to obtain needed parts., • Saves and tags parts of the job if under warranty or if requested by the customer., • Examines assigned vehicle to determine if further safety or service work is required or recommended., • Communicates with service advisor/dispatcher immediately on repair updates and or delays., • Documents all work performed and recommended on the repair order., • Supervises work of any apprentice technicians as assigned., • Reports machinery defects or malfunctions to supervisor., • Ensures that vehicle is kept clean. Notifies service advisor/dispatcher immediately of anything that has happened to change the appearance or condition of the vehicle., • Maintains and is accountable for all dealership-owned tools and manuals. Returns them to the proper place and in the same condition as when they were received., • Understands, keeps abreast of, and complies with federal, state, and local regulations, such as hazardous waste disposal, OSHA Right-to-Know, etc. Keeps abreast of manufacturer technical bulletins., • Operates all tools/equipment in a safe manner and reports any safety issues immediately to management. Skills and Qualifications • Two to four years related experience and/or training; or equivalent combination of education and experience., • ASE Certification a plus, • Cummins Engine Repair Certification a plus, • Basic computer skills, • High School Diploma- College or Technical training preferred, but not required, • Valid CDL License a plus Nextran Core Hiring Competencies • Customer Focus - Building strong customer relationships and delivering customer-centric solutions, • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity, • Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences, • Action oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm, • Decision quality - Making good and timely decisions that keep the organization moving forward Notice Regarding Job Posting Scams We are aware that fraudulent job postings and recruitment scams are becoming more common. Please be advised that legitimate communications from our company will only come from official company email addresses and through our verified hiring platforms. We will never ask candidates to provide payment, purchase equipment, or share sensitive personal or financial information (such as bank account details or Social Security numbers) during the initial application or interview process. If you receive a suspicious message claiming to represent our company, please do not respond or provide any information. Instead, report the communication to us through our official website or apply directly through our verified job postings. Your safety and privacy are important to us, and we encourage all applicants to remain vigilant when searching for employment opportunities. We are a network of commercial truck dealerships committed to providing the best products and services through highly skilled associates who are focused on delivering the lowest life-cycle cost to our customers. Spanning the Southeast and Midwest United States, we provide sales, parts, and service for several leading brands, including Mack, Volvo, Isuzu, GMC, Ford, Hino, and Kalmar Ottawa. EEO Employer

Job DescriptionNextran Truck CentersAdvanced Diesel Technician - West Palm Beach, FL Are you looking to further develop your profession into a career? Are you driven by opportunity? Nextran Truck Centers is hiring!Our Employees Benefit from: Career Paths || Network of 30 Dealerships || Disability Insurance || Paid Time Off (2wks 1st year) || Nextran Paid Life Insurance Family Centered Values || Medical and Dependent Care FSA || 401(k) Retirement Plan with Match || Company-Paid Holidays || EAP Great Medical, Dental, & Vision Benefits || Social Responsibility Opportunities || 28+ Years of Industry Experience || Professional Growth The Advanced Service Technician at Nextran Truck Centers is a skilled position that is responsible for repairing and maintaining our customer’s Medium & Heavy-Duty Trucks. This includes diagnosing issues, preventative maintenance, repairs, disassembly and re-assembly, and writing detailed work notes. Essential Duties Technical • Maintain proficiency in the diagnosis and repair of all assigned equipment., • Maintain proficiency in the rebuilding of major components on assigned equipment., • Ensure accurate diagnosis and the effective repair and/or replacement of components necessary for the proper functioning of assigned equipment., • Perform Service calls for emergency breakdowns. Administrative • Interact effectively, courteously, professionally with customers, vendors, and other employees regarding vehicle repairs and other shop business., • Reports machinery defects or malfunctions to supervisor., • Communicates with parts department to obtain needed parts., • Saves and tags parts of the job if under warranty or if requested by the customer., • Examines assigned vehicle to determine if further safety or service work is required or recommended., • Communicates with service advisor/dispatcher immediately on repair updates and or delays., • Documents all work performed and recommended on the repair order., • Supervises work of any apprentice technicians as assigned. Health, and Safety • Reports machinery defects or malfunctions to supervisor., • Ensures that vehicle is kept clean. Notifies service advisor/dispatcher immediately of anything that has happened to change the appearance or condition of the vehicle., • Maintains and is accountable for all dealership-owned tools and manuals. Returns them to the proper place and in the same condition as when they were received., • Understands, keeps abreast of, and complies with federal, state, and local regulations, such as hazardous waste disposal, OSHA Right-to-Know, etc. Keeps abreast of manufacturer technical bulletins., • Operates all tools/equipment in a safe manner and reports any safety issues immediately to management., • Make building and facility repairs as requested., • Perform other maintenance duties or assignments as requested. Skills and Qualifications • Two to four years related experience and/or training; or equivalent combination of education and experience., • ASE Certification a plus, • Cummins Engine Repair Certification a plus, • Basic computer skills, • High School Diploma- College or Technical training preferred, but not required, • Valid CDL License a plus, recommended within 1 year of hiring. Nextran Core Hiring Competencies • Customer Focus - Building strong customer relationships and delivering customer-centric solutions, • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity, • Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences, • Action oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm, • Decision quality - Making good and timely decisions that keep the organization moving forward Notice Regarding Job Posting Scams We are aware that fraudulent job postings and recruitment scams are becoming more common. Please be advised that legitimate communications from our company will only come from official company email addresses and through our verified hiring platforms. We will never ask candidates to provide payment, purchase equipment, or share sensitive personal or financial information (such as bank account details or Social Security numbers) during the initial application or interview process. If you receive a suspicious message claiming to represent our company, please do not respond or provide any information. Instead, report the communication to us through our official website or apply directly through our verified job postings. Your safety and privacy are important to us, and we encourage all applicants to remain vigilant when searching for employment opportunities. We are a network of commercial truck dealerships committed to providing the best products and services through highly skilled associates who are focused on delivering the lowest life-cycle cost to our customers. Spanning the Southeast and Midwest United States, we provide sales, parts, and service for several leading brands, including Mack, Volvo, Isuzu, GMC, Ford, Hino, and Kalmar Ottawa. EEO Employer

Job DescriptionNextran Truck CentersDiesel Technician - West Palm Beach, FL Are you looking to further develop your profession into a career? Are you driven by opportunity? Nextran Truck Centers is hiring!Our Employees Benefit from: Career Paths || Network of 30 Dealerships || Disability Insurance || Paid Time Off (2wks 1st year) || Nextran Paid Life Insurance Family Centered Values || Medical and Dependent Care FSA || 401(k) Retirement Plan with Match || Company-Paid Holidays || EAP Great Medical, Dental, & Vision Benefits || Social Responsibility Opportunities || 28+ Years of Industry Experience || Professional Growth The Service Technician at Nextran Truck Centers is a skilled position that is responsible for repairing and maintaining our customers Medium & Heavy Duty Trucks. This includes diagnosing issues, preventative maintenance, repairs, disassembly and re-assembly, and writing detailed work notes. Essential Duties • Performs work as outlined on repair order with efficiency and accuracy, in accordance with dealership and factory standards., • Diagnoses cause of malfunctions and performs repair., • Communicates with parts department to obtain needed parts., • Saves and tags parts of the job if under warranty or if requested by the customer., • Examines assigned vehicle to determine if further safety or service work is required or recommended., • Communicates with service advisor/dispatcher immediately on repair updates and or delays., • Documents all work performed and recommended on the repair order., • Supervises work of any apprentice technicians as assigned., • Reports machinery defects or malfunctions to supervisor., • Ensures that vehicle is kept clean. Notifies service advisor/dispatcher immediately of anything that has happened to change the appearance or condition of the vehicle., • Maintains and is accountable for all dealership-owned tools and manuals. Returns them to the proper place and in the same condition as when they were received., • Understands, keeps abreast of, and complies with federal, state, and local regulations, such as hazardous waste disposal, OSHA Right-to-Know, etc. Keeps abreast of manufacturer technical bulletins., • Operates all tools/equipment in a safe manner and reports any safety issues immediately to management. Skills and Qualifications • Two to four years related experience and/or training; or equivalent combination of education and experience., • ASE Certification a plus, • Cummins Engine Repair Certification a plus, • Basic computer skills, • High School Diploma- College or Technical training preferred, but not required, • Valid CDL License a plus Nextran Core Hiring Competencies • Customer Focus - Building strong customer relationships and delivering customer-centric solutions, • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity, • Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences, • Action oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm, • Decision quality - Making good and timely decisions that keep the organization moving forward Notice Regarding Job Posting Scams We are aware that fraudulent job postings and recruitment scams are becoming more common. Please be advised that legitimate communications from our company will only come from official company email addresses and through our verified hiring platforms. We will never ask candidates to provide payment, purchase equipment, or share sensitive personal or financial information (such as bank account details or Social Security numbers) during the initial application or interview process. If you receive a suspicious message claiming to represent our company, please do not respond or provide any information. Instead, report the communication to us through our official website or apply directly through our verified job postings. Your safety and privacy are important to us, and we encourage all applicants to remain vigilant when searching for employment opportunities. We are a network of commercial truck dealerships committed to providing the best products and services through highly skilled associates who are focused on delivering the lowest life-cycle cost to our customers. Spanning the Southeast and Midwest United States, we provide sales, parts, and service for several leading brands, including Mack, Volvo, Isuzu, GMC, Ford, Hino, and Kalmar Ottawa. EEO Employer

Join our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment! ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in West Palm Beach, FL • Elevate your sales skills: Demonstrate the latest innovations in Sony home cinema entertainment!, • Experience-Driven Earnings: Pay range is $19.00 - $22.00 per hour, • Weekend Warrior: 20 hours per week; Fridays 4pm-8pm and Saturdays & Sundays 11am-7pm, • Quarterly sales bonuses: Hit those targets and enjoy the rewards!, • W2 employment: Biweekly pay, direct deposit - no fuss!, • Paid training: Master Sony products like a pro!, • 401(k) retirement savings plan with company match: Secure your financial future!, • Paid time off: Take a break and recharge!, • Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology, • Help customers: Provide effective engagement strategies and expert recommendations on home theater gear!, • Close sales and achieve weekly sales goals: Proactively overcome customer objections like a sales superhero!, • Educate and train store personnel: Equip them with Sony knowledge so they can share it confidently!, • Post-Shift Reporting: Complete surveys with pictures to communicate feedback, • Sales Savvy: Bring your previous sales experience to the table!, • Energized communicator: Channel your high energy into building strong relationships!, • Reliable transportation: You will be commuting to a local Best Buy store, • Strength and stamina: Ability to lift up to 30 lbs. and stand for extended periods of time, • Tech-ready: Your smart device will handle reporting duties. We are an equal employment opportunity employer #SONYREPAPP

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Ready to turn your experience into something more meaningful? We are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimer’s. Why Career Changers Could Thrive Here: • You already have what it takes, people skills, perseverance, and a desire to make a difference., • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services., • You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.Our thriving office is located at: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Bill McKernan, Managing Director: • Time with NM: Since 2002., • Previous experience: Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work., • Passionate about: Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.Brooke McKernan, Wealth Management Advisor:, • Time with NM: Since 2003., • Previous experience: Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot., • Passionate about: Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends., • Quote to live by: "The only way to do great work is to love what you do."Dave Siegel, Field Director:, • Time with NM: Since 2009., • Previous experience: Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013., • Passionate about: Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan., • Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTEAbout the Role: As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: Bachelor's Degree is strongly preferred or military equivalent., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the West Palm Beach market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the West Palm Beach market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products, • Compensation will be tailored to the individual

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $115,917 yearly Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Cultivating relationships with a view to helping every family member or individual pursue financial security, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients, • Providing compassion and guidance to clients when unfortunate life circumstances arise, • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Only applicants who live in or around Palm Beach Gardens, FL, will be considered for this position, • Sales experience preferred, but not required, • Go-getter mindset, • Desire to help families and businesses address their financial needs, • Strong business acumen, • Professional business demeanor, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. We’re proud to be recognized by the following organizations. • Fortune 2024: World’s Most Admired Companies, • Handshake 2025: Early Talent Award, • Forbes 2024: America’s Best Employers for Diversity, • Seramount: 2024 Best Companies for Multicultural Women New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates. DUTIES AND RESPONSIBILITIES: Produces and performs review of complex client estate and wealth planning deliverables • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables., • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities., • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan., • Reviews, analyzes and summarizes sophisticated estate planning documents., • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs., • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables., • Anticipates client questions. Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs., • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings., • Participates in client/prospect/advisor meetings as needed., • Participates in feedback/debrief meetings and takes a active approach to continuous improvement. Serves as a technical resource for and to the firm • Provides support, clarity and answers to technical issues/questions related to tax and estate planning., • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing., • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors., • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning., • Reviews or creates and maintains estate planning related technical education summaries and materials., • Provides subject matter expertise and training opportunities to internal associates. Performs other duties as assigned QUALIFICATIONS • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration., • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families., • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area., • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail., • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies., • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred., • Must have ability to explain complex estate planning strategies in a client friendly manner., • Must have a professional demeanor with the utmost respect for confidential matters., • Must be able to work independently and in a team environment., • Must have excellent written and verbal communication skills with strong interpersonal skills., • Must be detail oriented with excellent organizational skills., • Must have ability to multi-task., • Must have ability to work in a fast paced environment., • Must have strong work ethic with a positive attitude. WORKING CONDITIONS • Limited travel as business needs necessitates, • Long periods of sitting utilizing a computer, • 100% onsite

Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning Deliverables • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables., • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities., • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan., • Reviews, analyzes and summarizes sophisticated estate planning documents., • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs., • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables., • Anticipates client questions. Estate Planning Technical Resource • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs., • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings., • Participates in client/prospect/advisor meetings as needed., • Participates in feedback/debrief meetings and takes an active approach to continuous improvement. Firm Technical Resource • Provides support, clarity and answers to technical issues/questions related to tax and estate planning., • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing., • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors., • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning., • Reviews or creates and maintains estate planning related technical education summaries and materials., • Provides subject matter expertise and training opportunities to internal associates. Administrative, Professional Development & Other Duties • Handle administrative tasks, attend internal meetings, and participate in ongoing training., • Perform additional responsibilities as needed to support the firm and client teams. QUALIFICATIONS • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10+ years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration., • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families., • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area., • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail., • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies., • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred., • Must have ability to explain complex estate planning strategies in a client friendly manner., • Must have a professional demeanor with the utmost respect for confidential matters., • Must be able to work independently and in a team environment., • Must have excellent written and verbal communication skills with strong interpersonal skills., • Must be detail oriented with excellent organizational skills., • Must have ability to multi-task and work in a fast-paced environment., • Must have strong work ethic with a positive attitude. WORKING CONDITIONS • Limited travel as business needs necessitates, • Long periods of sitting utilizing a computer, • 100% onsite

Job DescriptionDescription: Organization Summary Jewish Federation of Palm Beach County is a 501(c)3 nonprofit that mobilizes the community to care for those in need, activate Jewish life, safeguard the people of Israel, and combat antisemitism and hatred locally and in more than 70 countries worldwide. Each year, Federation engages thousands of donors and volunteers to generate tens of millions of dollars in philanthropic support, sustaining a network that delivers critical services, builds community, and responds to urgent challenges. Staff play a direct role in advancing this work across the Palm Beaches and beyond. The Opportunity The Jewish Federation of Palm Beach County seeks a seasoned leader to help drive and operationalize the William A. Meyer Jewish Community Foundation (Meyer JCF). The Meyer JCF manages approximately $150 million in assets, an additional $90 million in documented legacy commitments, and approximately 110 donor-advised funds, serving one of the most dynamic Jewish communities in the country. This is a senior, high-impact role for someone who excels at running the operational engine of a sophisticated foundation platform — building and refining the systems, processes, and infrastructure that let a complex giving program scale — and who brings planned giving and endowment experience to inform that work as the platform enters its next phase of growth. The Senior Director reports to the Executive Director, who is primarily externally focused. This role owns day-to-day leadership, execution, and infrastructure, and plays a key role in driving and operationalizing strategy. What You Will Own Foundation Operations, Process & Systems Leadership • Own and continuously improve Foundation operating infrastructure — workflows, approval processes, documentation standards, and CRM systems (Dynamics and related platforms), • Design, implement, and refine standard operating procedures for gift processing, disbursements, grantee due diligence, and cash receipts, • Serve as administrative approver for disbursements and new grantee organizations, ensuring consistent, well-documented review processes, • Build and maintain gift agreement workflows — drafting, approvals, execution, and recordkeeping — with an eye toward scalability and audit-readiness, • Ensure financial accuracy, strong internal controls, and fiduciary compliance across all Foundation activity, • Lead budget preparation and ongoing review in partnership with Finance Governance & Board Operations • Manage all Board and governance operations, including agenda development, materials preparation, presentations, and communications, • Oversee administrative support for affiliated supporting organizations, including board management, documentation, and follow-up, • Serve as liaison to Women's Philanthropy leadership to align processes and reporting across programs Grants & Stewardship Administration • Oversee grantmaking and stewardship processes across all funds, • Support the philanthropic advisory practice (Generational Philanthropy Services) with well-organized reporting, proposal tracking, and impact documentation, • Ensure donor communications and impact materials are accurate, timely, and data-driven External & Marketing Coordination • Serve as primary liaison to marketing for materials, website updates, and stewardship content, • Manage donor recognition programs and societies, including operational planning for key events (e.g., the Comiter Gratitude Event) Donor Strategy & Complex Gifts (supporting function) • Support the organization's planned giving and endowment strategy through strong operational execution, • Coordinate estate and trust administration processes and serve as a point of contact for donors and their advisors, • Maintain the Professional Advisor Program — communications, events, and continuing education logistics — as a structured, repeatable initiative Professional Advisor & External Engagement • Create and lead the Professional Advisor Program, including communications, meetings, events, and continuing education, • Serve as a credible partner to attorneys, accountants, and financial advisors Team & Cross-Functional Management • Supervise and develop administrative staff, building capacity and clear role definition, • Partner across development, finance, and marketing to ensure seamless execution and consistent handoffs between teams, • Act as a central point of coordination for multiple concurrent workstreams, keeping projects on schedule and stakeholders aligned Who You Are • 10+ years of experience in operations, program management, or administrative leadership within a nonprofit, foundation, or financial/professional services setting, • Proven ability to design and implement processes, systems, and controls that scale, • Experience managing teams and coordinating across multiple departments or functions, • Comfortable managing complexity, competing priorities, and detailed compliance requirements, • Strong project management skills — able to lead multiple workstreams with clarity, discipline, and sound judgment, • Credible communicator with donors, advisors, and senior leadership; planned giving or gift administration exposure is a plus but not required Work Environment Jewish Federation of Palm Beach County is committed to creating a workplace where employees feel supported, valued, and connected to our mission. Our offices are located in a beautiful facility in West Palm Beach, providing a professional and welcoming environment for both staff and visitors. The building is secured during business hours with dedicated safety personnel to help ensure a safe and supportive workplace. Federation prioritizes employee well-being and professional growth through a collaborative culture and a dedicated employee wellness program that promotes physical, mental, and emotional health. Employees also benefit from a wide range of professional development opportunities, including in-house courses through Federation University, cross-departmental trainings, conference participation, professional certifications, and involvement in fellowships and leadership cohorts. Employees of the Federation also enjoy a comprehensive benefits package designed to support health, financial security, and work-life balance, including: Health & Wellness Benefits • Comprehensive health coverage including medical, dental, and vision plans, • Disability and life insurance coverage, • A dedicated employee wellness program focused on overall well-being Time Off & Work-Life Balance • Generous paid time off, • Paid Jewish and U.S. holidays, • Early office closings on Fridays in observance of Shabbat, • Early closings on many holiday eves Financial Benefits • 401 (k) retirement plan with employer contribution, • pre-tax benefits including Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Pay Rate We benchmark our salary ranges for new hires in relation to the role, level, and role location; however, we consider a multitude of factors, to include relevant experience, skills, and education/training, to determine compensation within the identified range. Jewish Federation of Palm Beach County is an Equal Opportunity Employer. The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time at Federation’s discretion. Employment is at-will, and this job description is not an employment contract. Nothing herein shall be deemed to create in any way whatsoever an employment contract. Requirements:

Job Description:\n\n Make Every Day Meaningful at MorseLife Health System About MorseLife For more than 40 years, MorseLife Health System has been setting the standard for exceptional senior care in South Florida. As a nonprofit healthcare system, we are dedicated to enriching the lives of older adults through compassionate care, clinical excellence, innovation, and service. We are proud to be recognized as a:Great Place To Work® Certified employer5-Star Teaching Nursing HomeRecipient of the Gold Seal Award from the Governor’s Panel on Excellence in Long-Term Care At MorseLife, learning never stops. As a respected teaching organization, we proudly partner with leading colleges, universities, and healthcare training institutions to educate and mentor the next generation of healthcare professionals. Through our robust clinical rotation program, students gain valuable hands-on experience while working alongside experienced clinicians and interdisciplinary teams dedicated to excellence. Our academic partners include: Academy for Nursing and Health OccupationsBarry UniversityFlorida Atlantic University (FAU)Florida International University (FIU)Keiser UniversityLynn UniversityNova Southeastern University (NSU)Palm Beach State College (PBSC)South Florida Healthcare InstituteSouth UniversityUniversity of Miami (UM) Whether you’re beginning your career or bringing years of experience, you’ll find opportunities to learn, grow, and make a meaningful impact every day.MorseLife by the Numbers 40+ years of serving South Florida seniors and their families1,700+ dedicated team members united by a shared mission5-Star Teaching Nursing Home recognized for excellence in careGreat Place To Work® Certified workplaceGold Seal Award recipient from the Governor’s Panel on Excellence in Long-Term Care11 academic partnerships helping educate tomorrow’s healthcare professionalsComprehensive continuum of care, including Independent Living, Assisted Living, Memory Care, Skilled Nursing, Short-Term Rehabilitation, Hospice, Home Health, PACE, and Community-Based ServicesMission-driven nonprofit organization committed to excellence, compassion, and innovationPosition Summary The Manager of Talent Acquisition & Onboarding provides strategic and operational leadership for all recruitment and onboarding functions across MorseLife Health System. This position is responsible for developing innovative recruitment strategies, strengthening workforce planning initiatives, ensuring regulatory compliance, enhancing the candidate and hiring manager experience, and leading a seamless onboarding process that supports employee engagement and retention. The Manager oversees the Recruitment and Onboarding teams while partnering with operational leaders to attract, hire, and successfully integrate exceptional talent. This role also serves as the organization's subject matter expert in recruitment operations, onboarding best practices, employment branding, recruitment compliance, and workforce planning. How You’ll Make an Impact Recruitment Leadership Lead the day-to-day operations of the Recruitment Department.Direct and coach Recruiters and Onboarding Specialists.Monitor recruiter productivity, workload, customer service, candidate pipelines, and hiring outcomes.Conduct regular one-on-one coaching and performance meetings.Establish individual performance goals and development plans.Monitor departmental KPIs and workforce metrics.Ensure recruitment resources are appropriately allocated based on organizational priorities. Talent Acquisition Strategy Develop annual recruitment strategies supporting organizational growth.Create proactive sourcing strategies for difficult-to-fill and critical positions.Maintain strong candidate pipelines.Develop succession-focused recruiting strategies.Expand employee referral initiatives.Analyze labor market trends and recommend recruitment strategies.Reduce vacancy rates through proactive workforce planning.Improve Time to Fill, Time to Hire, Offer Acceptance Rate, and 90-day retention. Workforce Planning & Organizational Design Partner with department leaders to review organizational structures.Recommend new positions and organizational redesign.Eliminate duplication of responsibilities.Maintain job architecture.Develop career progression pathways.Support succession planning initiatives.Provide workforce planning recommendations to HR Leadership. Recruitment Compliance & Governance Ensure compliance with all federal, state, and organizational hiring regulations.Maintain audit-ready recruitment documentation.Ensure all recruiters follow standardized recruitment practices.Conduct quarterly recruitment compliance audits.Review offer approvals and compensation approvals.Monitor background screening compliance.Ensure interview documentation is complete.Maintain recruitment documentation in HR Cloud.Ensure approved job descriptions remain current and are reviewed on a rolling three-year cycle. Recruitment Process Improvement Continuously evaluate recruitment workflows.Develop and maintain Recruitment Standard Operating Procedures.Standardize recruiter workflows.Improve onboarding handoff procedures.Develop standardized screening guides.Create standardized interview guides.Implement recruitment automation initiatives.Lead continuous improvement projects.Present quarterly recruitment improvement initiatives. Onboarding Leadership Oversee all pre-employment and onboarding operations.Ensure all new hires successfully complete:AHCA Level II Background ScreeningPhysical ExaminationQuantiferon Gold Test10-Panel Drug ScreenLicense verification (where applicable)Required employment documentationEnsure new hires are cleared timely to begin employment.Monitor onboarding timelines and compliance.Ensure orientation schedules are accurate and fully staffed.Oversee New Hire Orientation.Develop standardized onboarding workflows.Ensure seamless handoff from Recruitment to Onboarding.Improve communication between Recruitment, Onboarding, Hiring Managers, Payroll, HRIS, and Employee Relations.Monitor new hire experience and implement improvements.Develop onboarding KPIs focused on efficiency, compliance, and employee satisfaction.Reduce onboarding delays and improve first-day readiness. Employer Branding & Recruitment Marketing Develop annual recruitment marketing strategy.Review and approve all job advertisements.Ensure branding consistency across recruitment platforms.Develop recruitment campaigns.Expand community partnerships.Coordinate career fairs and hiring events.Build relationships with colleges, workforce organizations, healthcare schools, veterans' organizations, and community partners.Coordinate internal networking events and recruitment open houses. Hiring Manager Partnership Serve as a strategic advisor to operational leadership.Develop standardized interview tools.Train hiring managers on interviewing best practices.Develop Hiring Manager Certification Program.Ensure interview documentation meets organizational standards.Improve hiring manager responsiveness.Monitor hiring manager satisfaction.Coach leaders on recruitment best practices. Analytics & Reporting Develop and maintain executive dashboards including: Vacancy RateTime to FillTime to HireOffer AcceptanceQuality of HireCandidate SatisfactionHiring Manager SatisfactionRecruiter ProductivitySource of HireCost Per HireRecruitment Marketing ROIAging RequisitionsOnboarding MetricsPrepare monthly, quarterly, and annual executive reports and provide recommendations based on recruitment analytics and workforce trends. Strategic Initiatives Lead organization-wide initiatives including: Recruitment Compliance ManualAnnual Recruitment Policy ReviewRecruitment Process Improvement ProgramJob Description Management ProgramWorkforce Planning ProgramRecruitment Automation ProjectsInterview Standardization ProgramHiring Manager Certification ProgramRecruitment and Onboarding Process Reviews Requirements What You’ll BringBachelor's degree in Human Resources, Business Administration, Healthcare Administration, or related field required.Master's degree preferred.Professional certification (SHRM-CP, SHRM-SCP, PHR, SPHR) preferred.Five (5) years of progressive recruitment experience.Three (3) years of leadership experience.Healthcare recruitment experience strongly preferred.Experience leading recruitment teams.Experience managing onboarding operations.Experience with ATS, HRIS, recruitment analytics, and process improvement.Experience in workforce planning and organizational design preferred. Summary Benefits & Perks At MorseLife, we believe in taking care of the people who care for others. That’s why we offer a comprehensive benefits package designed to support your health, financial well-being, work-life balance, and professional growth. Eligible team members enjoy access to:Medical, Dental, and Vision InsuranceHealth Savings Account (HSA)Flexible Spending Account (FSA)Company-Paid Life InsuranceVoluntary Life and Supplemental InsuranceShort-Term and Long-Term Disability Insurance403(b) Retirement Savings PlanPaid Time Off (PTO) and Paid HolidaysEmployee Assistance Program (EAP)Tuition Reimbursement and Professional Development OpportunitiesEmployee Referral Bonus ProgramEmployee Recognition and Appreciation ProgramsExclusive Employee Discounts through Tickets At WorkFree ParkingOn-site Dining and Employee CafeteriaCareer Growth and Internal Advancement Opportunities Our Talent Acquisition team is committed to making your hiring experience as seamless and welcoming as possible, from your application through your first day as a member of the MorseLife family. Why You’ll Love Working Here At MorseLife, you’re more than an employee. You’re part of a team united by a shared mission to enrich the lives of older adults while supporting one another every step of the way. Here’s what makes MorseLife a great place to build your career:Work for a Great Place To Work® Certified employer where employees are valued, respected, and supported.Join a 5-Star Teaching Nursing Home that is shaping the future of healthcare through partnerships with leading colleges and universities.Build your career with an organization that has proudly served South Florida for more than 40 years.Work alongside experienced clinicians, interdisciplinary teams, and healthcare students committed to excellence.Take advantage of ongoing professional development, continuing education, tuition reimbursement, and opportunities for internal advancement.Experience a culture built on our core values of Leadership, Teamwork, Customer Focus, Quality, Impact, and Passion.Make a meaningful difference in the lives of residents, patients, families, and fellow team members every single day. Our Commitment to Excellence At MorseLife, excellence is more than a goal—it’s our standard. Every member of our team contributes to creating a culture of compassion, accountability, innovation, and service. We believe that exceptional employee experiences lead to exceptional resident experiences, and we are committed to investing in our people, celebrating their successes, and supporting their professional growth every step of the way. Ready to Make a Difference? Every interaction has the power to brighten someone’s day, restore dignity, and improve quality of life. If you’re looking for more than just a job and want to build a rewarding career with an organization that invests in its people and its mission, MorseLife Health System is the place for you. Join a team where you’ll be valued, supported, and empowered to grow while helping us continue a legacy of excellence that spans more than four decades. Apply today and become part of the MorseLife family. Employment Requirements At MorseLife, the safety and well-being of our residents, patients, employees, and visitors are our top priorities. As part of our pre-employment process, all offers of employment are contingent upon successfully completing:A 10-panel pre-employment drug screeningA Level 2 background screening in accordance with the requirements of the Florida Agency for Health Care Administration (AHCA)A post-offer physical examinationA QuantiFERON-TB Gold blood test (or other approved tuberculosis screening, as applicable)Employment eligibility verification (Form I-9) and any additional pre-employment requirements applicable to the position We appreciate your partnership in helping us maintain a safe, healthy, and compliant workplace for those we serve. MorseLife Health System is proud to be an Equal Opportunity Employer. We maintain a Drug-Free Workplace and are committed to fostering a diverse, inclusive, and respectful environment where every team member can thrive. 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Job Description Become the newest member of our exciting team at SROA Capital as we redefine self-storage! At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row. SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally. The Regional Sales Director is responsible for managing and growing relationships with financial advisors across key markets in the Eastern U.S. This role will be instrumental in raising capital for our flagship value-add self-storage fund while supporting future product growth initiatives. In addition, the Regional Sales Director will help increase awareness of the SROA Capital brand. Duties and Responsibilities • Develop and execute a territory sales strategy., • Manage relationships with financial advisors and other licensed professionals., • Advance the sales process by coordinating meetings, presentations, conference calls, and client seminars., • Respond to ad hoc requests for information and perform investment analysis as needed., • Communicate the firm's investment strategies and maintain a strong understanding of market trends., • Maintain accurate advisor records and daily sales activity within the company's CRM system., • Other duties and projects that support the department’s goals Qualifications • Ability to maintain an extensive travel schedule within the U.S., • Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred., • Series 7 and 63 licenses required; Series 24 preferred., • Minimum of 6 years of experience in the financial services industry., • Strong knowledge of the alternative investments landscape., • Excellent communication and presentation skills., • High integrity, strong work ethic, and a results-driven mindset., • Client-focused approach with the ability to develop trusted advisor relationships., • Strong listening and interpersonal skills., • Entrepreneurial mindset with a passion for driving growth and continuous improvement., • Proficiency in Microsoft Office 365., • Experience with DealCloud CRM is a plus. SROA Offers: • Competitive pay with bonus potential, • UKG Wallet – on-demand pay option, • 100% paid medical coverage options for employee-only, • Dental and vision plans for optimal care, • Eight (8) paid holidays, • Generous Paid Time Off (PTO), increasing with years of service, • Paid Maternity and Parental Leave for growing families, • 401(k) with substantial employer match and 100% immediate vesting, • Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings, • GAP Insurance for added financial protection, • Employer-paid Life Insurance and Short-Term Disability coverage, • Long-Term Disability (LTD) coverage for added peace of mind, • Pet insurance – because your pets are family too, • Storage Discounts to help you declutter and organize, • Access to Voluntary Benefits for personalized coverage, • Learning and development opportunities to maximize your potential and excel in your career, • A great culture that values collaboration, innovation, and inclusivity SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates. DUTIES AND RESPONSIBILITIES: Produces and performs review of complex client estate and wealth planning deliverables • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables., • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities., • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan., • Reviews, analyzes and summarizes sophisticated estate planning documents., • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs., • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables., • Anticipates client questions. Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs., • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings., • Participates in client/prospect/advisor meetings as needed., • Participates in feedback/debrief meetings and takes a active approach to continuous improvement. Serves as a technical resource for and to the firm • Provides support, clarity and answers to technical issues/questions related to tax and estate planning., • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing., • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors., • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning., • Reviews or creates and maintains estate planning related technical education summaries and materials., • Provides subject matter expertise and training opportunities to internal associates. Performs other duties as assigned QUALIFICATIONS • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration., • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families., • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area., • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail., • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies., • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred., • Must have ability to explain complex estate planning strategies in a client friendly manner., • Must have a professional demeanor with the utmost respect for confidential matters., • Must be able to work independently and in a team environment., • Must have excellent written and verbal communication skills with strong interpersonal skills., • Must be detail oriented with excellent organizational skills., • Must have ability to multi-task., • Must have ability to work in a fast paced environment., • Must have strong work ethic with a positive attitude. WORKING CONDITIONS • Limited travel as business needs necessitates, • Long periods of sitting utilizing a computer, • 100% onsite

Job DescriptionDescription: Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware, New York and Palm Beach. Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Key Functions of the Chief Trust Officer include, but are not limited to: • Responsibility for supervision of all the Company’s trust operations and related activities., • Responsibility for the review of all new fiduciary accounts, and trust instruments governing any trust accounts of foundation/endowments, records of the prior fiduciary (if any) and the purposes of the estate or trust, including its income, estate and tax status., • Provide and present recommendations to the Trust Committee regarding acceptance or rejection of a fiduciary appointment., • Serve as a member of the Trust Committee., • Prepare Investment Policy Statements (“IPS”), together with the Wealth & Client advisory team members, for every fiduciary relationship and monitor compliance of all investments with the IPS and the terms of the governing instrument., • Work in tandem with our Wealth Planners to serve as an estate planning/tax/wealth advisor to clients and prospective clients of CTC., • Duties include reviewing client/prospect estate planning documents, assets and liabilities, and family situation and goals. Consult with other members of the CTC team and meet with clients and prospects., • Keep current on estate/gift and income tax developments, attend seminars (including Heckerling), and provide internal educational updates., • Cultivate relationships with referral sources (attorneys, accountants, etc.) and plan and attend marketing events for selective referral sources including prospects., • Provide updates and articles for CTC quarterly letters and other publications., • Responsible for day-to-day administration of all trust accounts and estate administrations (including supervising distributions, wire transfers, etc. with CTC’s primary custodian)., • Prepare for and supervise audits by the Office of the Comptroller of the Currency and Florida Office of Financial Regulation and CTC’s independent fiduciary auditors., • Conduct and present to the Trust Committee an annual review of all CTC accounts and a post 90 day acceptance review of all new CTC accounts., • Willingness and positive energy to do any other tasks to help build the business of CTC. Candidate Description · Direct experience (10+ years) in estate and trust law through either a law firm or private wealth management company. Law degree, LLM in tax or CFP a plus. · Confident self-starter willing to do what it takes to help build a business · Ability to anticipate needs and independently learn new skill sets on the job · Ability to handle confidential matters · Ability to exercise good judgment and discretion with sensitive issues · Excellent oral and written communication skills · Ability to work with a diverse range of work styles and levels in a productive manner · Organized, with a strong attention to detail · Ability to travel occasionally Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational, communication and people/client skills. Applicants should be pro-active, motivated, passionate, and work well in a team environment. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion. Requirements:

Job Description Energy as a Service (EaaS) Subject Matter Expert Department: Energy Solutions Reports To: CEO Travel Required: 40–60% POSITION OVERVIEW We are seeking a highly experienced and technically proficient Energy as a Service (EaaS) Subject Matter Expert (SME) to join our growing energy solutions team. This individual will serve as the technical authority and strategic advisor on EaaS program development, deployment, and operations — with a critical emphasis on large-scale generation systems, including 2.5 Megawatt (MW) generator set design, implementation, installation, and operations. The ideal candidate brings a rare combination of deep technical engineering knowledge, commercial acumen, and operational leadership to drive scalable, reliable, and financially structured energy solutions for clients. Compensation: $200,000 annually Responsibilities: Technical Leadership & Engineering • Serve as the primary technical authority for EaaS solution architecture, including distributed generation, backup power, microgrid integration, and hybrid energy systems, • Lead the design and engineering review of 2.5 MW generator sets, including fuel system design, load flow analysis, protection schemes, and paralleling configurations, • Develop technical standards, specifications, and best practices for genset procurement, commissioning, and lifecycle management, • Evaluate and select OEM equipment, balance-of-plant components, and control systems appropriate for EaaS deployment models, • Oversee power system studies, including load analysis, short circuit analysis, arc flash, and harmonic assessments Implementation & Installation • Direct end-to-end installation and commissioning of 2.5 MW+ generator set systems, including site civil and electrical coordination, • Develop and review installation plans, single-line diagrams, equipment layouts, grounding schematics, and interconnection drawings, • Coordinate with general contractors, electrical subcontractors, AHJs (Authorities Having Jurisdiction), and utility companies for permitting and grid interconnection, • Ensure compliance with NFPA 70 (NEC), NFPA 110, IEEE standards, NERC guidelines, and applicable local codes, • Manage FAT (Factory Acceptance Testing) and SAT (Site Acceptance Testing) protocols for generation equipment Operations & Maintenance Oversight • Establish O&M frameworks, preventive maintenance programs, and performance benchmarking protocols for deployed EaaS assets, • Define KPIs for asset performance, including availability, reliability (MTBF/MTTR), fuel efficiency, and emissions compliance, • Support remote monitoring and SCADA/telemetry integration for real-time operational visibility, • Lead root cause analysis (RCA) for system failures and drive continuous improvement initiatives, • Develop operational runbooks, emergency response procedures, and operator training programs EaaS Program Development & Commercial Support • Structure and support EaaS financial models, including Power Purchase Agreements (PPAs), Energy Service Agreements (ESAs), and managed services contracts, • Partner with sales, finance, and legal teams to develop technically sound and commercially viable EaaS proposals, • Conduct energy audits, feasibility studies, and site assessments to qualify EaaS opportunities, • Advise clients on the total cost of ownership (TCO), energy cost avoidance, and resilience value propositions, • Support development of EaaS pricing models incorporating capital recovery, O&M costs, fuel escalation, and risk allocation Stakeholder Engagement & Thought Leadership • Act as the client-facing technical expert during pre-sales, project delivery, and ongoing account management phases, • Represent the organization at industry conferences, trade associations, and technical working groups, • Mentor junior engineers and project managers on EaaS technical and operational best practices, • Contribute to white papers, case studies, and technical publications to advance the company's market positioning Qualifications: • Education: Bachelor's degree in Electrical Engineering, Mechanical Engineering, or related field. Master's degree preferred, • Experience: Minimum 10 years of experience in power generation, distributed energy, or industrial energy systems, • Generator Set Experience: Demonstrated hands-on experience with 2.5 MW generator set design, installation, commissioning, and operations is required. Candidates without this experience will not be considered, • EaaS/DER Knowledge: Proven experience in structuring or delivering Energy as a Service, microgrid, or distributed generation programs, • Standards & Compliance: Working knowledge of NEC, NFPA 110, IEEE 1547, UL 2200, and EPA Tier 4 emissions standards, • Licensure: Professional Engineer (PE) is strongly preferred, • Software Proficiency: ETAP, SKM PowerTools, AutoCAD, or equivalent power system design and modeling tools PREFERRED QUALIFICATIONS • Experience with paralleling switchgear and automatic transfer switch (ATS) systems for multi-unit generation configurations, • Familiarity with fuel systems, including diesel, natural gas, propane, and emerging hydrogen or HVO fuels, • Background in microgrid controls, energy storage integration (BESS), and renewable hybrid systems, • Experience operating in critical facility environments such as data centers, healthcare, military, or industrial manufacturing, • Project Management Professional (PMP) certification or equivalent, • Familiarity with FERC, NERC, and ISO/RTO market rules related to distributed generation participation, • Experience with ISO 50001 energy management systems or similar frameworks CORE COMPETENCIES • Technical depth in large-scale generation systems at the 2.5 MW class and above, • Strategic thinking with the ability to translate engineering solutions into commercial value, • Strong project leadership and cross-functional team collaboration, • Excellent verbal and written communication skills for both executive and client audiences, • Effective problem-solving under pressure in complex operational environments, • Unwavering commitment to safety, regulatory compliance, and quality excellence About Company Meta Power Solutions is a leading manufacturer of oil-filled power and distribution transformers, low-voltage switchboards, medium-voltage switchgear, and containerized substations in North America. We design and build all of our own products in-house. The industries we serve include utilities, data centers, oil and gas, commercial construction, solar, and bitcoin mining. Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Transition Your Leadership Experience into a Career in Financial Services with The McKernan Group of Northwestern Mutual! Your ability to inspire others, develop people, and build meaningful relationships could make you an exceptional fit for a career in financial services. We are seeking leaders from diverse backgrounds, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, and healthcare, who are ready to elevate their leadership journey. • Leverage Your Leadership Strengths: Your experience guiding teams, communicating effectively, and solving problems has prepared you to educate clients, create personalized strategies, and lead them toward long-term financial success., • Build Meaningful Connections: Just as you’ve motivated and supported individuals in your previous roles, this career could allow you to form lifelong relationships while helping clients make confident financial decisions., • See the Impact of Your Leadership: You’ve helped people grow and reach their goals. In this role, you could directly see the impact of your leadership as clients and families gain lasting financial clarity and security., • Unlock Unlimited Growth Potential: Unlike traditional leadership roles, your growth here isn’t limited. Your drive and dedication determine your path, with opportunities for expanded leadership, business ownership, and truly unlimited earning potential.Our thriving office is located at: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401 Meet Our Team: Bill McKernan, Managing Director: • How long with NM? Since 2002., • Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work., • Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.Brooke McKernan, Wealth Management Advisor:, • How long with NM? Since 2003., • Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot., • Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends., • Quote to live by: "The only way to do great work is to love what you do."Dave Siegel, Field Director:, • How long with NM? Since 2009., • Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013., • Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan., • Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTE About the Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree in finance, business, or a related field is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: With 33 years of experience as a State Farm agent, I’ve built an office culture centered around teamwork and a true work-family environment. We don’t just offer jobs—we provide careers with growth, training, and mentorship to help our team members succeed. We believe in making every day enjoyable, incorporating fun office promotions, activities, lunches, and events to keep our workplace engaging. My goal is to create a happy, friendly atmosphere where team members feel valued, empowered, and supported in both their professional and financial growth. If you’re looking for an opportunity to build a rewarding career in a positive, collaborative environment, we’d love to have you on our team! ROLE DESCRIPTION: Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? Cynthia D'Amico - State Farm Agent is searching for an outgoing and customer-focused individual who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent and see what it is like to run a business and grow an agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day., • Work alongside your agency’s team to ensure successful long-lasting customer relations.QUALIFICATIONS:, • Sales experience preferred, • Successful track record of meeting sales goals/quotas preferred, • Ability to effectively relate to a customer, • Self-motivated, • Detail oriented, • Property & Casualty license (Must be able to obtain), • Life & Health license (Must be able to obtain), • Bilingual Spanish preferred.If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.

Job Description Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration § Location: Palm Beach Gardens, FL § Salary: $195,000 to $275,000 Base Salary (Commensurate with experience and seniority; includes comprehensive medical, dental, vision, 401(k), paid time off, and discretionary annual performance bonuses) § Schedule: Full-time, Direct-Hire, Minimum 1,850 annual billable hours requirement § The Firm: Our client is a top regional law firm celebrated for being one of the most prolific Estate Planning firms in the state with a Private Clients Group that is Chambers-ranked as Tier 1 in the Private Wealth Law practice group nationally. Recognized across national legal directories for providing bespoke wealth structuring to ultra-high-net-worth individuals, multigenerational family offices, closely held enterprise owners, and philanthropic institutions, the firm combines sophisticated mega-firm capabilities with a boutique, client-centric culture. Distinguished by an atmosphere that prioritizes professional collegiality, direct client engagement, and tailored mentorship, the firm offers associates an fallout-free platform to manage high-stakes estate planning and estate administration matters. Attorneys within this practice group regularly collaborate with financial advisors, family offices, and charitable entities to architect enduring wealth preservation strategies. This platform provides an exceptional environment for an ambitious trusts and estates attorney seeking long-term growth and immediate client-facing autonomy. § Duties: The incoming Trusts & Estates Associate will play a pivotal role in advising private clients, family leadership, and institutional fiduciaries throughout the entire lifecycle of wealth planning and estate administration. Core responsibilities include: ⨖ Architecting and executing comprehensive estate plans, asset protection strategies, and wealth transfer vehicles for high-net-worth individuals, family offices, and business owners. ⨖ Drafting sophisticated estate planning documentation, including revocable and irrevocable trusts, dynasty trusts, generation-skipping transfer tax planning structures, and charitable entities. ⨖ Directing complex estate and trust administration processes, including probate proceedings, fiduciary accounting, asset valuations, and federal estate and gift tax returns. ⨖ Serving as a primary legal advisor to private clients, family office principals, closely held business leaders, and philanthropic foundation representatives. ⨖ Advising business owners on corporate succession planning, governance considerations, and tax-efficient ownership transfer strategies. § Qualifications: Candidates must demonstrate exceptional academic credentials and substantive experience in wealth planning and estate administration within an established law firm environment. ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with an outstanding academic record. ⨖ Active Bar Membership in good standing with the State Bar of Florida. ⨖ Three (3) to Five (5) years of substantive experience in estate planning, trust drafting, and estate administration. ⨖ Demonstrated technical mastery of estate and gift tax analysis, contractual drafting, and client communication. ⨖ Superior interpersonal capabilities with a collaborative, detail-oriented, and self-motivated work ethic. § Skills: The following credentials and specialized experience will significantly enhance a candidate’s application: ⨖ Master of Laws (LL.M.) in Taxation or Estate Planning from an accredited law school. ⨖ Experience advising family offices, private foundations, and national public charities on tax-exempt governance and charitable gifting strategies. ⨖ Advanced technical knowledge of federal estate, gift, and generation-skipping transfer tax compliance. ⨖ Proven capability to cultivate enduring relationships with high-net-worth clients, fiduciaries, and external financial advisors. !Notice¡ This is a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Lead Associate Private Client (PC), you will serve as a knowledge leader across the Private Client Group Relationship Management team, supporting both Empower's Personal Strategy and Premier/Brokerage clients. You will provide training, guidance, and real-time support to ensure client interactions are compliant, efficient, and aligned with Empower's culture, vision, values, and operating principles. You will help curate an experience where every client feels like they are our only client by strengthening advisor capability, resolving complex issues with care and precision, and reinforcing a consistent standard of service excellence. What You Will Do Assist with onboarding and training new hires to ensure efficient, compliant procedures and high-quality client experiences Handle complex and escalated client calls, including research, coordination, and timely resolution in partnership with Supervisory Managers and cross-functional teams Serve as a Principal on staff and complete Best Interest Profile supervisory reviews and other required supervisory functions Conduct fraud verification processes and required second-level reviews in accordance with policy Address client account questions and concerns in accordance with FINRA and SEC guidelines Conduct call monitoring and monthly call reviews to ensure service excellence and regulatory adherence Provide ongoing coaching to associates and advisors to strengthen wealth management conversations Identify trends from escalations, quality reviews, and exceptions; recommend process and training improvements Develop and maintain job aids, training materials, and team communications in partnership with leadership Act as a subject matter expert for the team and provide ongoing guidance and support Complete outbound calls as required by business needs What You Will Bring FINRA Series 7, 24, 63, and 65 /66 registrations required FINRA fingerprinting required Minimum 3-5 years of experience in financial services, including wealth management, brokerage, or trading support Deep knowledge of brokerage, trading, retirement plan regulations, and wealth management strategies Demonstrated ability to handle complex and escalated client issues Proven ability to coach and train associates Strong PC skills and ability to quickly learn internal systems Independent, proactive, and solutions -oriented work ethic Bachelor's degree required ; Business or Finance preferred, or equivalent experience in financial services #pjpw #pjhtf What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $79,400.00 - $112,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer - Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.* Job Posting End Date at 12:01 am on: 08-29-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (https://www.empower.com/the-currency) and sign up for Empower's free newsletter. Workplace Flexibility: Remote - Nationwide

Job Description About ParetoHealth ParetoHealth is redefining the way employers fund healthcare. As the largest and fastest-growing benefits captive in the United States, we help thousands of small and midsize employers take control of healthcare costs through a smarter, more sustainable model. Our mission is simple: give small and midsize employers the scale and protection they need to eliminate volatility and lower healthcare costs. By combining data-driven insights, innovative risk management, and the collective purchasing power of our community, we enable employers to reduce volatility, improve long-term outcomes, and reinvest savings into their businesses and their people. Headquartered in Philadelphia, ParetoHealth is growing rapidly and transforming one of the country's largest industries. Our success is fueled by talented people who are united by our four core values: Fire in the Belly, For the Greater Good, See the Field, and Get It Done Right. These values shape how we innovate, collaborate, make decisions, and deliver exceptional results for our clients and one another. If you're energized by solving complex challenges, thrive in a high-growth environment, and want to help reshape the future of healthcare, we'd love to meet you. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: If you ask around at Pareto Health who keeps everything running, you will hear the same answer almost every time: the Account Management team. Our Account Managers are trusted partners for our expanding client case, serving as the main point of contact and ensuring seamless collaboration. The help connect vetted consultants to innovative benefits financing and cost management solutions. Together, we serve mid-sized employers looking for a better way. We are seeking a results-driven Account Manager who combines relationship management, technical expertise with consultative skills. This role is responsible for managing a portfolio of consultant & employer accounts, while driving results, nurturing key relationships, providing education, tracking all necessary documentation and deadlines, and collaborating cross-functionally to ensure Pareto Health's 96% member retention rate holds steady for another 10 years. The ideal candidate is both a trusted advisor and a proactive solutions-focused professional. Top candidates will be sharp, personable, analytical, and highly detail-oriented. We especially value individuals who are quick—to grasp new concepts, share a laugh, and contribute meaningfully within a fast-moving organization with ambitious goals. In return, Pareto offers an energetic workplace filled with people who are deeply committed to the mission—without taking themselves too seriously. Key Responsibilities: Strategic Account Ownership & Retention • Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation., • Support proactive account planning, risk identification, and renewal strategy to protect recurring revenue and grow cost savings solution adoption., • Anticipate client needs using performance, utilization, and renewal data to prevent churn and drive durable partnerships. Executive Level Relationship Management • Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders., • Confidently lead executive level conversations, including business reviews, strategy sessions, and complex issue resolution., • Represent the voice of the customer internally, advocating for client needs and influencing internal priorities., • Build trust through technical expertise and ability to clearly articulate how Pareto process works, how underwriting was conducted, impact of plan changes on employer financials and connecting claims reporting to an employers level of risk. Renewal, Financial & Commercial Acumen • Drive end-to-end renewal execution, including data validation, coordination with Underwriting and consultant communication., • Apply strong financial and analytical judgment to guide discussions on cost containment, plan performance, and economic trade‑offs., • Partner cross functionally to ensure accurate billing, documentation, and compliance with contractual requirements. Value Expansion & Growth Enablement • Identify opportunities to expand adoption of Savings Engine solutions and services that increase client value, reduce overall costs and strengthen retention., • Lead strategic planning sessions, business reviews, educational events and ongoing check-ins that align client goals with organizational initiatives including adoption of cost savings solutions., • Drive engagement in webinars, member meetings, and educational initiatives that reinforce value realization. Cross Functional Execution • Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience., • Take ownership of timelines, processes and deliverables—ensuring accountability to territory results. Data Driven Decision Making & Reporting • Leverage performance dashboards, utilization reporting, and risk indicators to guide strategy and client recommendations., • Translate complex data into clear, actionable insights for consultants and employer stakeholders., • Maintain accurate documentation and Salesforce records to support forecasting, reporting, and organizational visibility. Professional Judgment & Autonomy • Exercise independent judgment in prioritization, escalation, and problem-solving within a dynamic portfolio., • Navigate ambiguity with confidence, balancing speed, accuracy, and stakeholder impact., • Continuously deepen expertise across various types of self-funding, claims reporting, TPA practices, Pareto solutions and market trends. Required Skills and Qualifications: • Bachelor's degree or equivalent professional experience required, • 5+ years' experience in a client facing account management, customer success, consulting or related roles, • Experience in health insurance and/or self-insurance or related fields, • Ability to manage consultative executive relationships through client lifecycle management, with exposure to renewal negotiations, • Comfort working with data, reports and financial metrics, • Experience collaborating cross-functionally to deliver exceptional results, • Proficiency in written and verbal communication, • Strong presentation skills and comfort presenting to large audiences, • Must be able to work on multiple projects at once, have a high attention to detail, and ability to accomplish large volumes of work with minimal supervision is required Perks & Benefits: • Fully paid medical, dental, and vision benefits., • Flexible PTO, • 401k company contribution, • Tuition reimbursement, • Professional development allowance, • Transportation allowance and daily parking reimbursement, • Engaging hybrid work environmentWe are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Be the first to apply. Job Description In a Phlebotomy float role we offer a variety in work where no two days will quite look the same. Diverse, dynamic work environment where as a Phlebotomist floater you will be able to shift frequently to new patient centers and continually meet new people. We offer a robust total rewards package, along with the tools & support to learn, grow and advance in a Phlebotomy career. Join our community of Phlebotomists, where you will have a career that you can be proud of! Pay range: $22.36+ per hour Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Successful candidates may be eligible to receive annual performance bonus compensation. Benefits information: We are proud to offer best-in-class benefits and programs to support employees and their families in living healthy, happy lives. Our pay and benefit plans have been designed to promote employee health in all respects – physical, financial, and developmental. Depending on whether it is a part-time or full-time position, some of the benefits offered may include: • Day 1 Medical, supplemental health, dental & vision for FT employees who work 30+ hours, • Best-in-class well-being programs, • Annual, no-cost health assessment program Blueprint for Wellness®, • Healthyminds mental health program, • Vacation and Health/Flex Time, • 6 Holidays plus 1 "MyDay" off, • Finfit financial coaching and services, • 401(k) pre-tax and/or Roth IRA with company match up to 5% after 12 months of service, • Employee stock purchase plan, • Life and disability insurance, plus buy-up option, • Flexible Spending Accounts, • Annual incentive plans, • Matching gifts program, • Education assistance through MyQuest for Education, • Career advancement opportunities, • And so much more! Job Duties: • Assigned a territory to cover phlebotomist duties within a Patient Service Center, doctor's office, or as business needs dictate, • Draw quality blood samples from patients and prepares those specimens for lab testing, • Collect specimens according to established procedures. This includes, but not limited to: drug screens, biometric screening and insurance exams, • Enter billing information and collect payment when required, • Will be required to coach, mentor, instruct, and be a resource advisor for new employees, as well as be the point of contact to staff on site and provide regular input to the group lead or supervisor, • Travel to additional doctor's office or Patient Service Center sites when needed Required Education • High school diploma or equivalent., • Medical training: medical assistant or paramedic training preferred., • Phlebotomy certification preferred. Required in California, Nevada, and Washington. Work Experience • Three years phlebotomy experience required, inclusive of pediatric, geriatric and capillary collections., • Minimum 2 years in a Patient Service Center environment preferred., • Customer service in a retail or service environment preferred., • Keyboard/data entry experience. The position requires the ability to effectively communicate in English. Quest Diagnostics honors our service members and encourages veterans to apply. While we appreciate and value our staffing partners, we do not accept unsolicited resumes from agencies. Quest will not be responsible for paying agency fees for any individual as to whom an agency has sent an unsolicited resume. Equal Opportunity Employer: Race/Color/Sex/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Vets or any other legally protected status.

Strong consultative sales and financial planning skills.

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients. The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000. • Work closely with financial advisors to support their clients, • Manage cash balances and daily asset transfers in accounts, • Plan and manage new account onboarding process including SMA and alternative investments, • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts, • Develop a strong relationship with custodians to provide extraordinary client service, • Serve as a key liaison to other operational areas supporting the Business, especially marketing., • Ensuring that all KYC standards are met and materials are organized in a consistent manner., • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines, • Leverage your operational background and experience to contribute to a growing business, • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management., • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation., • Team-oriented, respectful, high integrity, humility, • Self-starter, with ability to follow direction and offer perspective on new initiatives, • Detail focused with excellent organization skills and the ability to multi-task, • Excellent written, oral and listening communication skills, • Comfortable working in a fast-paced and deadline focused environment, • BA/BS degree required, • 2-3 years of relevant experience, • Strong interest in client service management, • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams, • Ability to navigate online custodian platforms, such as Schwab and Fidelity, • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues, • Familiar with industry standards and regulations to suggest new processes and controls, where needed, • Series certifications not required, but a plus, • Addepar experience, a plus, • Highly proficient with Microsoft Office Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66), • Possesses industry knowledge and an understanding of investment products, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities • Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates, • Create mandates for discretionary accounts, • Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team, • Work with Team Leader to monitor Client Advisor loadings., • Submit and monitor fee schedules and billing, • Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Bachelor's Degree required, • One plus years of industry related experience, • Exceptional follow-up and follow-through skills, • PowerPoint and Excel expertise, • Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software, • Experience and interest in financial markets and concepts, • Excellent interpersonal skills, • Self-starter, extremely organized and detail-oriented with strong commitment to accuracy Preferred Qualifications, Capabilities, and Skills • Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software, • Experience and interest in financial markets and concepts, • Excellent interpersonal skills, • Self-starter, extremely organized and detail-oriented with strong commitment to accuracy JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

A leading global architecture and engineering firm with over 100 years of legacy is seeking a Senior Project Manager for its West Coast, Mid-West & East Coast offices. This established firm specializes in transformative design across multiple sectors, with offices strategically located throughout the United States. Their portfolio encompasses federal, healthcare, aviation, education, and commercial projects, delivered through integrated architecture, engineering, and interior design services. The Senior Project Manager will lead the successful delivery of complex engineering projects. This individual will oversee multiple projects from planning through completion, ensuring exceptional client service, technical excellence, financial performance, and team collaboration. The ideal candidate is a strategic leader with a strong technical foundation, outstanding communication skills, and a proven ability to manage multidisciplinary teams while building long-term client relationships. • Lead the planning, execution, and delivery of complex engineering projects from concept through construction., • Define project scope, establish work plans, and develop realistic schedules, budgets, and resource plans., • Coordinate multidisciplinary project teams to ensure successful execution while maintaining quality, schedule, and budget objectives., • Identify project risks early and implement proactive strategies to mitigate potential impacts., • Prepare project fees, develop proposals, and participate in contract negotiations with clients and consultants., • Serve as the primary point of contact for clients, fostering trusted relationships through proactive communication and exceptional service., • Lead project kickoff meetings and facilitate ongoing coordination meetings to maintain alignment across project teams., • Oversee quality assurance and quality control (QA/QC) efforts to ensure technical accuracy and high-quality project deliverables., • Manage subconsultant performance, contract compliance, and coordination throughout the project lifecycle., • Monitor project financial performance, including budgets, billing, forecasting, and accounts receivable., • Identify and manage scope changes while preparing additional service proposals when appropriate., • Resolve project challenges quickly and professionally while maintaining strong relationships with clients, consultants, and contractors., • Mentor project managers and technical staff, helping develop future leaders within the organization., • Contribute to the continuous improvement of project management standards, processes, and best practices., • Support business development efforts through client engagement, proposal development, presentations, and strategic pursuits., • 15+ years of experience within the Architecture, Engineering, and Construction (AEC) industry or an owner/facilities management environment., • Minimum of 5 years leading complex engineering or multidisciplinary design projects., • Bachelor's degree in Engineering, Architecture, Construction Management, or a related discipline., • Professional Engineer (PE), Registered Architect (RA), Project Management Professional (PMP), or similar professional registration is preferred., • Demonstrated success managing multiple large-scale projects simultaneously while maintaining strong financial and operational performance., • Strong understanding of project delivery methods, construction practices, contract administration, and consultant coordination., • Experience preparing fee proposals, negotiating contracts, and managing project financial performance., • Proven ability to build trusted client relationships and serve as a strategic advisor throughout the project lifecycle., • Excellent leadership, communication, presentation, and negotiation skills., • Strong organizational abilities with exceptional attention to detail and the ability to manage competing priorities., • Experience mentoring project teams and fostering a collaborative, high-performing culture., • Proficiency with industry-standard project management software, including Deltek Vantagepoint, Bluebeam, and Microsoft Office applications, is preferred., • Experience facilitating stakeholder workshops, user group meetings, or owner coordination sessions is a plus. Benefits include a salary range of $150,000 - $200,000, medical, dental, and vision coverage, retirement plan with company match, accident and critical illness coverage, HSA + FSA options, commuter benefits, company-paid life insurance, short-term and long-term disability, and parental leave. This position offers an exceptional opportunity to work on significant projects while advancing your career in a collaborative, professional environment. The studio operates on a flexible hybrid schedule with three days in their collaborative office environment and two days working remotely, offering an ideal balance between in-person collaboration and remote flexibility.

DLR Group is an integrated design firm with a promise to elevate the human experience through design. This fuels the work we do around the world and inspires our mission to improve the lives of our clients, our communities, and our planet. If this sparks your interest, you're in the right place. DLR Group is seeking a Client Leader for our rapidly expanding Mission-Critical practice to drive strategic growth, nurture client partnerships, and lead project success. In this role, you will help shape the future of digital infrastructure and operationally essential environments from hyperscale data centers to emergency operations and high-performance industrial facilities. As a trusted advisor and relationship builder, you will guide clients through complex technical programs, ensuring alignment between their mission, operational demands, and the integrated design solutions we deliver. You will serve as a market-facing leader who elevates our practice brand, expands key client partnerships, and champions excellence in project delivery and client satisfaction. Our firm operates within a hybrid work model, supporting flexibility between office time and work from home. Live somewhere other than the listed locations? DLR Group has a network of 30+ studios across the United States. For this role, we encourage exceptional applicants nationwide. As a Mission Critical Client Leader, you will play a key role in business development, client stewardship, and project leadership across mission-critical market sectors. You will be responsible for cultivating long-term client relationships, leading complex pursuits, structuring contracts, and ensuring the strategic and financial success of multiple concurrent projects. You will partner closely with Project Managers, Design Leaders, engineering partners, and sector leadership to align client expectations, elevate project delivery, and ensure seamless communication from pursuit to completion. In addition, you will support and mentor teams, contribute to strategic planning, and reinforce DLR Group's integrated design culture. This role is ideal for a proactive, relationship-driven leader who thrives in a dynamic, technical market and is passionate about shaping the next generation of resilient infrastructure. Lead Client Relationships & Strategic Growth • Cultivate and expand relationships with mission-critical clients, hyperscale operators, colocation providers, and critical operations agencies, • Serve as a trusted advisor, deeply understanding client mission, technical requirements, risk profiles, and operational priorities, • Lead strategic pursuits, including qualification packages, proposals, interviews, and relationship-building initiatives Drive Project & Financial Success • Guide project execution from early strategy through post-occupancy, ensuring alignment with quality, schedule, and budget goals, • Partner with Project Managers on staffing plans, fee development, resourcing, and scope management, • Oversee invoicing, accounts receivable, and financial performance across multiple projects and clients, • Manage contract negotiations, amendments, and change requests with a focus on clarity, transparency, and value Champion Integrated Project Delivery • Collaborate closely with Design Leaders, engineers, and technical specialists to integrate client goals with design excellence, • Facilitate decision-making and communication across internal and external teams, • Support seamless coordination between technical disciplines, vendors, and specialty consultants unique to mission-critical delivery Serve as a Mission Critical Market Voice • Represent DLR Group in industry organizations, thought-leadership forums, and client events, • Monitor industry trends, including energy, resiliency, sustainability, cybersecurity, and technology, to inform client solutions, • Help position DLR Group as a leader in the mission-critical space through relationships, advocacy, and market intelligence Inspire Teams & Elevate Practice Culture • Foster a collaborative and accountable team environment with a focus on client service and technical excellence, • Mentor staff on client engagement, proposal strategy, and project leadership skills, • Support the advancement of DLR Group's integrated design model and ESOP culture, • Bachelor's degree in Architecture, Engineering, Interior Design, Construction Management, or a related field (professional licensure or certification strongly preferred), • 10+ years of AEC industry experience, including 5+ years in a client-facing role and proven experience in mission-critical or technically intensive sectors, • Experience managing large-scale programs or portfolios for mission-critical, industrial, or hyperscale clients, • Strong understanding of business development, contract negotiation, financial management, and project delivery practices, • Excellent communication, relationship-building, and presentation skills, • Ability to travel occasionally to support client and project needs, • Must be eligible to work in the United States without the need for visa sponsorship DLR Group is an integrated design firm delivering architecture, engineering, interiors, planning, and building optimization for new builds, renovations, and adaptive reuse projects. We are 100% employee-owned: every employee is literally invested in our clients' success. At the core of our firm are interdisciplinary teams engaged in every step of project lifecycles. Our teams champion true collaboration, open information sharing, shared risk and reward, value-based decision making, and proficient use of technology to deliver exceptional design. We are pursuing the goals of the 2030 Challenge, the ME2040, and the SE2050, and are an initial signatory of the China Accord and the AIA 2030 Commitment. Through our values commitment, creativity, environmental stewardship, fun, integrity, ownership, sharing, teamwork we elevate the human experience through design, together. DLR Group follows a four-day in-office work model, with employees having the flexibility to work somewhere other than the office on Fridays. We are proud to be an Equal Opportunity/Affirmative Action/M/F/Veteran/Disabled employer.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: • Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's., • Expected graduation date between December 2027 and June 2028., • Currently attending a college/university in the U.S., • Highly driven, inquisitive, and proactive, with a strong desire to learn., • Enjoys working in teams to develop complex solutions., • Exceptional interpersonal, communication, analytical, and problem-solving skills., • Excellent organizational skills with the ability to multitask in a fast-paced environment., • Demonstrates good judgment and discretion with confidential information., • Genuine interest in financial markets and macro-level economic trends., • Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

A privately held, multi-generational investment organization based in Palm Beach is seeking a highly detail-oriented Accountant to join its internal finance team. This is a hands-on, high-volume role supporting a complex structure of investment entities spanning real estate, private equity, and alternative assets. The environment is fast-paced and highly confidential, requiring a strong sense of discretion, precision, and the ability to manage multiple priorities across a large number of underlying entities. This position is responsible for supporting day-to-day accounting and operational finance functions across a diversified portfolio of individual, trust, and investment-related entities. The role is heavily focused on cash movement, entity-level accounting, and coordination of investment-related transactions. Base salary in the $90,000$100,000 range, plus performance-based bonus and additional long-term incentive compensation. • Processing and initiating domestic and international wire transfers across multiple entity structures, • Supporting capital call and distribution workflows for private investment vehicles, including allocation calculations and funding coordination, • Maintaining daily bookkeeping and general ledger activity across trusts, individuals, and investment entities, • Reconciliation of bank accounts, brokerage accounts, and alternative investment activity, • Tracking real estate operating expenses, capital expenditures, and investment-related cash flows, • Monitoring and coding credit card and expense activity across multiple accounts and entities, • Preparing financial reporting and supporting schedules for tax and advisory teams, • Assisting with payroll-related support functions for select household or administrative needs, • Managing payment activity related to investments, philanthropy, real estate, and personal expense structures, • Maintaining accurate and organized financial records across all assigned entities, • Bachelor's degree in Accounting, Finance, or related field preferred, • 38+ years of accounting, bookkeeping, or audit experience, • Strong understanding of general ledger accounting and reconciliations, • Prior experience processing wires and managing banking activity required, • High level of comfort working across multiple entities simultaneously, • Advanced attention to detail and ability to operate in a highly confidential environment, • Strong Excel skills and ability to manage large sets of financial data, • Ability to work in-office 5 days per week in a fast-paced environment This role is best suited for candidates with direct exposure to one or more of the following: • Family office accounting or operations, • Private client services (HNW/UHNW individuals and trusts), • Private equity, fund accounting, or investment operations with capital call exposure, • Outsourced accounting or client accounting services supporting high-net-worth clients, • Experience with multi-entity structures, investment partnerships, or trust-based accounting is highly desirable. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. USD $61,000.00 - USD $250,000.00 /Yr.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities: • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills: • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills: • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Join a premier financial services organization backed by the strength, stability, and resources of one of the nation's most respected mutual companies. This opportunity is ideal for entrepreneurial financial advisors who want to build and grow their own practice while leveraging a comprehensive wealth management platform, industry-leading technology, and extensive practice management support. Advisors maintain ownership of their client relationships and business while gaining access to integrated solutions across financial planning, investments, insurance, retirement, and estate planning. • Build, manage, and grow a personal wealth management practice., • Develop comprehensive financial plans for individuals, families, business owners, and high-net-worth clients., • Deliver advice across investments, retirement planning, insurance, estate planning, and wealth preservation., • Build long-term client relationships through a planning-first fiduciary approach., • Generate new business through networking, referrals, and community engagement., • Manage all aspects of the client relationship from discovery through ongoing service., • Collaborate with specialists in advanced planning, investments, lending, private wealth, and business succession to deliver comprehensive client solutions., • Utilize integrated planning and CRM technology to improve efficiency and client outcomes., • Participate in ongoing professional development, coaching, and business-building programs., • Experience as a Financial Advisor, Wealth Advisor, Financial Planner, or Insurance & Investment Professional., • Demonstrated success developing and maintaining client relationships., • Strong consultative sales and financial planning skills., • Entrepreneurial mindset with the desire to build a long-term business., • Excellent communication and relationship management abilities., • Ability to work independently while collaborating with internal specialists., • Opportunity to own and build a valuable, portable practice., • Flexible compensation supporting fee-based, commission, or hybrid business models., • Open architecture investment platform., • Comprehensive planning solutions spanning investments, retirement, insurance, and wealth management., • Access to advanced planning, CIO investment resources, private wealth specialists, banking, and lending solutions., • Integrated Advisor360 technology platform with embedded AI-enabled workflow tools., • Dedicated practice management, marketing, succession planning, and business coaching., • Strong financial backing from one of the industry's highest-rated mutual companies. This opportunity is best suited for ambitious financial advisors who value independence but want the resources of a large financial institution. Successful candidates are relationship builders who enjoy helping clients achieve long-term financial success while growing an enterprise they can own and ultimately monetize.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades, • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation, • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports, • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires, • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation), • Prioritize daily work, track progress for current work, and consistently meet deadlines, • Maintain and foster team culture Required qualifications, capabilities, and skills • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment, • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam, • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Investment and insurance products are: NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES, SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. People Management and Communication • Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures, • Lead, mentor, and supervise a team of Support and Service Professionals, • Promote cross-training, learning, development and recognition of Service and Support Professionals within the market, • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals, • Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution, • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls, • Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs, • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch, • Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements, • Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight • Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies, • Facilitate and manage resolution of client inquiries/requests, • Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates, • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies, • Additional operational oversight may be required, • Administer other duties as delegated by the Market Business Service Officer Education and/or Experience • Bachelor's degree required or equivalent education, • Previous industry experience, • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required, • Other licenses as required for the role or by management Knowledge/Skills • Effective written and verbal communication skills, • Strong attention to detail, • Ability to prioritize and resolve complex needs and escalate as necessary, • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies, • Evidence of strong leadership and talent development capabilities, • Previous supervisory experience preferred, • Exceptional organizational and time management skills, • Exceptional conflict resolution skills, • Ability to manage relationships, motivate and lead groups of people at various levels throughout the market, • Knowledge of Firm's Risk & Compliance policies, • Ability to think strategically Reports to • Market Business Service Officer Direct reports • Support Professionals What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

At Cumming Group, you will work on some of the world's most exciting projects in a dynamic environment where your success is measured by the impact you make. We are one of the fastest-growing project and cost management consultancies in the United States, as reflected in our top 10 rankings in ENR. With over 60 offices globally, an extremely diverse project portfolio, and double-digit year-over-year revenue growth, the opportunities to make your mark are limitless! We are currently looking for a Construction Project Manager for our West Palm Beach, FL office. In this role, you will be a member of our rapidly growing Program & Project Management team concentrating on luxury hospitality, commercial and/or schools projects. This client facing role is a great opportunity for you to work on a range of projects and expand your knowledge base.The PM team's standard is to'manage each project like we own it'. We are unique in that we provide in-house cost management and project scheduling along with program and project management, in a fully integrated package. With client needs and ethics put above all else, coupled with our inherent competitive advantages, it's no wonder why we've achieved such immense success. Come join our team! Responsibilities: • Assist in the development and management of the project strategic plans and program initiatives to meet the goals and needs of the owner., • Act as Owner's Advisor with primary responsibility for all phases of project., • Manage overall planning, design, and construction process and orchestrate all activities related to design and construction., • Guide clients through the complexities of design and construction, with a focus on incorporation of ownership priorities into design, construction logistics and sequencing, as well as design management of the architecture and engineering teams., • Coordinate with the Architect, Contractor, and other project team members to meet the project objectives and resolve issues., • Lead all elements related to contracts; including negotiating, drafting and executing., • Manage overall project budget and schedule. Report to project team and client on a regular basis., • Lead proposal review, leveling and analysis and present to the client., • Lead selection process for all consultants and vendors, including preparation of RFQ/RFP, researching and comparing firms under consideration, and recommending and negotiating optimum business terms. This also includes team selection within firms., • Manage closeout process., • Develop and maintain beneficial business relationships with Owners, Architect/Engineers and subcontractors for business development and marketing. Qualifications : • BS in Engineering, Construction Management, Architecture, or a closely related field is highly preferred., • 5+ years' of project management experience in construction-related field working on luxury hospitality, commercial and/or school projects is required., • Demonstrate a high level of discretion and responsiveness in working with ultra-high-net-worth clients., • Proficient in PC-based scheduling and spreadsheet applications, including MS Project and Excel., • Demonstrated proficiency in areas of: project management, design management, estimating, scheduling, budgeting/cost control, field supervision, financial reporting, client relationships,, • Demonstrated success in managing projects., • Firm knowledge and understanding of construction methods, materials and sequences, and architectural/construction drawings and specifications., • Requires excellent oral and written communication skills, as well as business presentation skills., • The ability to effectively interface with all levels of management and staff across organizational lines, including other client business units., • Excellent analytical skills and demonstrated success at building team relationships and partnerships across organizational lines. Cumming Group is committed to providing Equal Employment Opportunity in its personnel policies and practices. It is Cumming Group's policy to recruit, hire, train and promote Team Members and applicants for employment without regard to race, color, creed, religion, age, sex, marital status, genetic information, sexual preference, sexual orientation, gender (including gender expression and gender identity), pregnancy (including childbirth or related medical conditions, including breastfeeding), military service, national origin, ancestry, citizenship, physical disability, mental disability, veteran status or any other protected classification under federal, state, or local law. All such decisions are based on (1) individual merit, qualifications, and competence as they relate to the particular position, and (2) promotion of the principle of equal employment opportunity. All other terms and conditions of employment, such as compensation, benefits, transfers, layoff, return from layoff, training, education, and social and recreational programs, are administered without regard to the characteristics described above. To this end, Cumming Group complies with all provisions of Title VII of the Civil Rights Act of 1964 as amended, all of the rules, regulations and relevant orders of the Secretary of Labor, and all similar state and local laws. The salary range for this full-time role is $109,600.00-$146,133.35 per year. Ranges are determined based on the position, geography, client and industry experience and level, and represent a good faith effort to provide a fair and equitable salary. This range reflects base salary only, and not the total compensation package. Cumming Group reserves the right to pay more or less than the posted range, depending on a candidate's experience, skills, and qualifications, including client requirements. In addition to base salary, Cumming Group offers a comprehensive benefits package including: • Medical, • Dental Insurance, • Vision Insurance, • 401(k), • 401(k) Matching, • Paid Time Off, • Paid Holidays, • Short and long-term disability, • Employee Assistance Program

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Private Wealth Management (PWM) Investment Partners has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Investments. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Investment Partner has a shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of Investment management and developing the superior client facing skills needed to become an Investment Portfolio Manager. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager. • Bachelor's degree, or equivalent work experience, • Four to seven years of related experience, • Thorough knowledge of departmental operations/policies and U.S. Bank products and services, • Effective interpersonal, verbal and written communication skills, • Strong client facing skills, • Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance, • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications, • Well-developed analytical skills, • Pursuit of professional credentials (CFP, CFA, etc.) a plus If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Private Wealth Management (PWM) Investment Partners has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Investments. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Investment Partner has a shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of Investment management and developing the superior client facing skills needed to become an Investment Portfolio Manager. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager. • Bachelor's degree, or equivalent work experience, • Four to seven years of related experience, • Thorough knowledge of departmental operations/policies and U.S. Bank products and services, • Effective interpersonal, verbal and written communication skills, • Strong client facing skills, • Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance, • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications, • Well-developed analytical skills, • Pursuit of professional credentials (CFP, CFA, etc.) a plus If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00

Work Location: North Palm Beach, Florida, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: Final job level/title will be determined based on the selected candidate's qualifications, experience, and demonstrated capabilities. Candidates may be considered for any role in the Financial Advisor Job Family. The specific position and corresponding title/level will be communicated to the selected candidate at the time of offer. The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: • Experience selling investments and providing financial plans, • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth, • Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents, • Ability to partner and promote lead generation, • Manages goals, prioritizes tasks and comfortable working in a fast paced environment, • Ensures all new & existing clients are provided with a planning experience, • Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts, • Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed, • Implements and executes a differentiated service model/experience for TD Wealth clients, • Meets quarterly and annual sales goals, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience, • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in thorough manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff, • Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Is involved in the community and support TDBG charity and community initiatives Education & Experience: • Bachelor's degree strongly preferred, • 2+ years of providing advice, planning and investment sales, • SIE, Series 7, Series 63 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Advanced understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Strong understanding of wealth management business development techniques, • Strong understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Demonstrated ability to establish relationships and partner effectively with other departments, • Proven ability to achieve sales goals Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. We are looking to hire motivated Private Wealth Advisors to complement our very successful team of advisors focused on the Mexico market. As a Private Wealth Advisor, you will: • Leverage your unique background and experiences to build a business within Goldman Sachs, • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential, • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients, • Provide exceptional client service while maintaining the highest ethical standard in execution, • Curate a network of intermediaries to help best serve clients across complimentary services, • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network Required qualifications, skills and experience: • Record of academic and professional achievement, • Four plus years of private wealth management, financial services, or related professional experience, • Prior sales, fundraising, business development or investing experience preferred, • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm), • Demonstrated strong connectivity within an established network, • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment, • Exceptional client focus, business development, and relationship management skills, • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships, • Creative approach to problem solving and developing innovative solutions for clients, • Self-motivated and able to work in an autonomous, yet collaborative environment, • Commitment to excellence and a high level of integrity At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html The Goldman Sachs Group, Inc. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities: • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills: • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills: • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. • Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis., • Responsible for leading the development of sales strategies to grow client base. Promote and sell the full array of financial services distributed by the Company to current and new clients., • Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable., • Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions., • Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved., • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies., • Promote an environment that supports belonging and reflects the M&T Bank brand., • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable., • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act., • Complete other related duties as assigned. As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of our existing clients. None. Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management strategies Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) The pay range for this position is $139,700.00 - $232,900.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location: Palm Beach, Florida, United States of America

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. You'll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You'll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. By combining genuine hospitality, strong product knowledge, and a passion for beauty, you'll help every customer leave feeling confident, cared for, and excited to return. How our Beauty Colleagues spend their day • Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they're fully informed and ready to engage, educate, and sell with confidence., • On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back., • Throughout the day, they maintain a shoppable space by maintaining the counter and sales floor, refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name., • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities., • And we know that excellence is a journey - we strive to improve every day, take pride in our work, achieve sales goals and learn from each other to deliver individual and store results. Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. All schedules contain weekend shifts as part of the requirements. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here. Who You Are • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality, • Must be able to:, • Understand and communicate effectively with customers, co-workers, and supervisors, • Read and understand employment policies and safety rules/procedures in English, • Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products., • Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education., • Meeting and surpassing daily sales goals by delivering exceptional service, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience, • At least 1 year of customer service or selling experience required Essential Physical Requirements You Will Perform • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands., • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level, • Requires close vision, color vision, depth perception, and focus adjustment, • Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions What We Can Offer You Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: • Merchandise discounts, • Performance-based incentives, • Annual merit review, • Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here. This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment.