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Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: Triphammer Marketplace, 2255 N Triphammer Rd Suite 7, Ithaca, NY This job posting is anticipated to remain open for 30 days, from 08-Jan-2026. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events You can also expect... • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone's different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being, • Full-time Associates receive the following benefits:, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $23.85 Hiring Maximum: $25.82 Skills/Requirements What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Leverage Your Communication Expertise: Educators could excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures., • Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services could allow you to maintain close, long-term relationships with clients, helping them at every stage of life., • See the Impact of Your Work: Just as youve witnessed the difference you made in the classroom, this career could offer the chance to see how your guidance positively affects clients lives, both now and in the future., • Achieve Greater Rewards: Transitioning into financial services could offer not only a more rewarding career path but often greater financial opportunities as well.Our thriving district office is located at: 34 Aspen Park BLVD, East Syracuse, NY 13057 Meet Our Team: Geoff Henderson, District Director: • Time with NM: Over 10 years, • Prior to NM: Earned his Doctorate in Pharmacy (Pharm.D.), • Passionate About: Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit board involvement, events, and philanthropy.Tim Shields, Private Wealth Advisor:, • Time with NM: Over 9 years, • Prior to NM: Fixed income portfolio manager., • Passionate About: Serving as an elder at his church, involvement with Young Life and other volunteer efforts, supporting personal development and spiritual growth, spending time with his wife and daughters, golfing, and supporting Syracuse Orange athletics.Tim Barnhart, Financial Advisor:, • Time with NM: Over 24 years, • Prior to NM: Joined Northwestern Mutual as a college intern., • Passionate About: Family, fun, and legacy; spending time with his wife, children and their dog Spencer; Syracuse University sports; community involvement through board service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the Syracuse University Legends SocietyZac Mekker, Field Director/Financial Advisor:, • Time with NM: Over 3 years, • Prior to NM: Mathematics teacher for over 23 years at North Syracuse Central School District., • Passionate About: Coaching swim, supporting his childrens activities, hiking, traveling, and staying active through sports.About Us: Northwestern Mutual Syracuse is driven by a clear mission of empowering people to achieve their true potential, guided by core values of courage, excellence, and service. The team is committed to developing individuals into strong, confident financial representatives through a culture rooted in purpose, growth, and support. Beyond the office, they are deeply invested in the Central New York community, supporting organizations such as the Ronald McDonald House of CNY, Camp Good Days and Special Times, the Samaritan Center, the Salvation Army, and the Alexs Lemonade Stand Foundation through hands-on volunteering, sponsorships, and fundraising efforts. This commitment to people, both professionally and personally, creates a meaningful opportunity for those looking to build a purpose-driven career in financial services. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Position Responsibilities for a Financial Advisor: • Educate clients on financial planning and insurance solutions., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Geoff Henderson is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving district office is located at: 34 Aspen Park BLVD, East Syracuse, NY 13057 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: Meet Our Team: Geoff Henderson, District Director: • Time with NM: Over 10 years, • Prior to NM: Earned his Doctorate in Pharmacy (Pharm.D.), • Passionate About: Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit board involvement, events, and philanthropy.Tim Shields, Private Wealth Advisor:, • Time with NM: Over 9 years, • Prior to NM: Fixed income portfolio manager., • Passionate About: Serving as an elder at his church, involvement with Young Life and other volunteer efforts, supporting personal development and spiritual growth, spending time with his wife and daughters, golfing, and supporting Syracuse Orange athletics.Tim Barnhart, Financial Advisor:, • Time with NM: Over 24 years, • Prior to NM: Joined Northwestern Mutual as a college intern., • Passionate About: Family, fun, and legacy; spending time with his wife, children and their dog Spencer; Syracuse University sports; community involvement through board service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the Syracuse University Legends SocietyZac Mekker, Field Director/Financial Advisor:, • Time with NM: Over 3 years, • Prior to NM: Mathematics teacher for over 23 years at North Syracuse Central School District. 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. Geoff Henderson is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, logistics, real estate, industrial equipment, or media. • Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust., • Build Meaningful Relationships: Just as youve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey., • See the Impact of Your Work: In business development, youve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security., • Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.Our thriving district office is located at: 34 Aspen Park BLVD, East Syracuse, NY 13057 Meet Our Team: Geoff Henderson, District Director: • Time with NM: Over 10 years, • Prior to NM: Earned his Doctorate in Pharmacy (Pharm.D.), • Passionate About: Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit board involvement, events, and philanthropy.Tim Shields, Private Wealth Advisor:, • Time with NM: Over 9 years, • Prior to NM: Fixed income portfolio manager., • Passionate About: Serving as an elder at his church, involvement with Young Life and other volunteer efforts, supporting personal development and spiritual growth, spending time with his wife and daughters, golfing, and supporting Syracuse Orange athletics.Tim Barnhart, Financial Advisor:, • Time with NM: Over 24 years, • Prior to NM: Joined Northwestern Mutual as a college intern., • Passionate About: Family, fun, and legacy; spending time with his wife, children and their dog Spencer; Syracuse University sports; community involvement through board service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the Syracuse University Legends SocietyZac Mekker, Field Director/Financial Advisor:, • Time with NM: Over 3 years, • Prior to NM: Mathematics teacher for over 23 years at North Syracuse Central School District., • Passionate About: Coaching swim, supporting his childrens activities, hiking, traveling, and staying active through sports.About the Role: 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 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., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • 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. Geoff Henderson is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.