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Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Toledo, OH. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate., • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently., • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed., • Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity., • Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Base Salary: $75,000.00 – $75,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 06/11/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Meet Leaf Home, the leading provider of technology-driven home solutions that is on a mission to make homeownership easy. With more than 50% of consumers worried about the cost and effort of home maintenance, we focus on delivering remarkable, end-to-end experiences. Trusted by more than 1 million homeowners across US and Canada, Leaf Home is America's largest Direct to Consumer full-service provider of branded home services and products. Leaf Home and its products, including the patented LeafFilter gutter protection system, have earned numerous awards and recognition from Good Housekeeping, Qualified Remodeler, Angi, Consumer Reports, This Old House and other consumer review platforms. Powered by people, Leaf Home's innovative products and services are delivered with convenience, trust, and quality via 200+ regional sales and installation offices along with comprehensive field support offices in New York and Hudson, Ohio. We believe we win together. Leaf Home has been consistently named one of the fastest growing private companies by Inc 5000 and recognized as a top employer nationally. Benefits of working at Leaf Home are wide-ranging and include: Industry-best compensation packages I Competitive Medical, Dental, and Vision benefits after 60 days I 401k with company match I Paid Time Off including paid parental leave I Individualized career development programs I On-demand lunch program I Childcare assistance I Free gym membership I Employee assistance programs, including legal, financial planning, and counseling I Employee discount marketplace I Employee Resource Groups such as VetConnect, DEI Committee, Women's Committee Apply today and together we will unlock millions of customers' dream homes and your dream career at Leaf Home. Position Summary: Reporting to the HR Manager or Senior HR Manager, the Human Resources Business Partner (HRBP) plays a critical role in strengthening organizational capability through a strong focus on talent management, succession planning, and organization design. The HRBP partners closely with assigned business units and leaders to develop and execute people strategies that enable both current and future business objectives. In this role, the HRBP leads efforts to assess organizational needs, build effective workforce plans, and design structures that support growth and long-term success. A key responsibility includes driving comprehensive talent and succession planning processes to ensure a robust leadership pipeline and a high-performing, engaged workforce. The HRBP also provides strategic and tactical guidance on a full range of HR initiatives including leadership development, performance management, organizational health, and employee engagement. Additionally, the HRBP manages and resolves complex employee relations matters and oversees investigations to support a fair and consistent workplace. Overall, the HRBP serves as a trusted advisor to business leaders, delivering proactive HR strategies and practices that enhance organizational performance and advance the company’s short- and long-term goals. Essential Duties and Responsibilities: • Lead annual and ongoing talent calibration processes to evaluate bench strength, identify high-potential employees, and create actionable development plans., • Assess current organizational structures and partner with leaders to design or redesign org charts, roles, and workflows that support efficiency and future growth., • Provide insights and recommendations to influence business decisions using data, trends, and HR best practices., • Partners with other HR team members (L & D, Compensation, Benefits, Talent Acquisition, Payroll etc.) acting as a point of contact and liaison with supported groups to deliver robust HR services., • Provide HR partnership, for both strategic and tactical initiatives, day to day HR support and execution of strategies for assigned business groups., • Provides influence and guidance to client groups through developing partnerships to support achieving business objectives within the assigned caseload population., • Manages and resolves employee relations issues, by conducting effective, thorough and objective investigations. Providing consultation/coaching/training to managers on performance, talent development, and employee relations., • Implements HR best practices for key HR processes including performance management, compensation planning, workforce/capability planning, and talent management., • Oversees and executes implementation of HR and/or business initiative in assigned business groups by participating in assigned business groups operational meetings, business reviews, and team building., • Maintains knowledge of compliance requirements through researching, developing and proposing policy updates and new policies, provides guidance to managers and employees on policies and how to interpret them, staying up to date on HR trends and best practices as well as employment laws and regulations. Experience and Minimum Qualifications: • Minimum 4 years of broad-based HR generalist experience providing advice, counsel and coaching to leaders with the ability to influence and champion effective leadership and change, developing strong business partnerships to support achievement of business objectives within assigned business groups, • Bachelor’s Degree in Human Resource Administration, Business Administration, Organizational Psychology or related field from 4-year accredited university strongly preferred. Equivalent experience will be considered., • Master’s Degree in Business Administration or Human Resources preferred, • Professional certification by the Society for Human Resources Management preferred, • Skilled with computer applications such as Microsoft PowerPoint, Word, Excel and Outlook, • Proficiency with UKG HRIS application preferred, • Original, creative thinker with the ability to show managerial courage, • Must have strong work ethic, and a reputation for the highest degree of integrity and mature business judgment., • Ability to work in a fast-paced environment with competing deadlines and shifting priorities., • Strong ability to collaboratively engage with leaders to create, identify, and implement solutions to further the effectiveness of the business., • Must be able to work with diverse employees, partners and teams., • Ability to professionally maintain composure and effectiveness under pressure and changing conditions., • Ability to negotiate conflict and lead conflict resolution while maintaining strong working relationships at all levels of an organization., • Uses outstanding verbal and communication skills, with poise and confidence to interact with all levels of management., • Ability to navigate and lead through change., • Strong understanding of HR processes and procedures and ability to continually improve processes and procedures, ensuring they are fit for purpose for the organization., • Strong team player, internally with HR team and with the business., • Strong ability to provide options and influence organizational direction., • Works collaboratively and willingly shares information; facilitates discussion and resolution of different viewpoints and promotes teamwork., • Builds trusting and collaborative relationships with business leaders and HR team., • Excellent interpersonal skills required., • Proven ability to prioritize and multi-task., • Ability to handle and protect sensitive information in a confidential and professional manner., • Advanced problem solving, time management, and decision-making skills required., • Strong business acumen combined with interpersonal and leadership skills, • Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H18 status). Preferred Knowledge, Skills, Abilities or Certifications: • PHR, SHRM-CP, or related designation preferred., • Experience in direct-to-consumer building, remodeling, and/or construction industries. Travel Requirements: Occasional overnight travel required. Overtime/Additional Hours Requirements: Additional hours may be required (exempt positions). Physical Requirements: Normal office environment. Performs indoor work in a climate-controlled environment. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Diversity and Inclusion Statement Leaf Home is committed to creating a diverse environment and is proud to be an equal opportunity employer. We strive to create an environment that embraces differences and fosters inclusion. Equal Opportunity Statement Leaf Home will rec111il, hire, train, and promote persons in all job titles without regard to race, color, ancestry, national origin, gender identity or expression, sexual orientation, marital status, religion, age, results of genetic testing, veteran status, or physical/mental disability (except where the disability prevents the individual from being able to perform the essential functions of the job and cannot be reasonably accommodated in full compliance with the law).

About Erie Home At Erie Home, we are powered by people on a single mission to make homeownership easy. We’ve crafted a team of the very best to ensure we make a difference by winning every day. In addition to serving our customers, Erie Home strives to build a welcoming and inclusive workplace. We are proud to be a certified Great Place to Work® as well as a multi-year recipient of Top Workplaces recognition. From competitive medical benefits to people-focused committees like the Women’s Committee, Diversity & Inclusion Committee, and VetConnect, we are dedicated to making Erie Home a workplace where you can win every day. Come grow your career with us. Why Erie Home • We Win – Being driven every day to win is who we are, • People Powered – Recognized as a top Ohio and U.S. workplace by Great Place to Work®, Energage, and more, • Family Feel with Enterprise-Level Resources – You are important to us, and we’ve built a culture you’ll love, • Support – Inclusion, sustainability, and reliability surround everything we do, • Personal Growth – Dedicated to providing resources and encouragement for employee growth, • Mobility – Locations throughout the U.S. and Canada, with continued expansion Position Summary The Director of Financial Planning & Analysis serves as a strategic finance leader responsible for driving profitable growth through actionable insights, rigorous financial analysis, and cross-functional partnership. This role leads the development of enterprise forecasting, commercial analytics, operational finance support, and strategic decision-making processes that enable Erie Home to scale effectively. Partnering closely with leaders across Commercial, Marketing, Operations, Pricing, Recruiting, and Executive Leadership, the Director translates complex business challenges into data-driven strategies that improve revenue growth, margin performance, productivity, and capital efficiency. In addition to serving as a key advisor to senior leadership, this role develops and leads FP&A talent while establishing scalable analytical processes that support Erie Home's continued growth. Essential Duties and Responsibilities: Drive Strategic Performance and Business Growth · Serve as a trusted advisor to Commercial, Marketing, and Operations leadership, providing insights and recommendations that improve revenue growth, profitability, and operational effectiveness · Develop an "outside-in" perspective through market intelligence, competitive analysis, and customer insights to identify opportunities and challenge assumptions · Lead the Monthly Business Review process, ensuring accountability, alignment, and action across key business functions · Develop executive-level performance narratives that clearly communicate business trends, risks, opportunities, and strategic priorities · Identify opportunities to optimize pricing, customer economics, productivity, market expansion, and new product development initiatives · Partner with executive leadership to evaluate strategic investments, growth initiatives, and resource allocation decisions Lead Planning, Forecasting, and Financial Insights · Own enterprise sales, margin, and operational forecasting processes, continuously improving model accuracy, transparency, and decision usefulness · Deliver forward-looking analyses that proactively identify risks and opportunities across commercial and operational functions · Partner with leadership teams to develop annual operating plans, long-range forecasts, and strategic growth plans · Oversee operational finance support, ensuring consistent analysis of profitability, labor productivity, material costs, capacity utilization, and capital deployment · Support Executive Leadership Team and Board reporting through concise, actionable financial insights and presentation materials · Collaborate with Technology and Analytics teams to enhance reporting, dashboards, and self-service business intelligence capabilities Build Organizational Capability · Lead, coach, and develop FP&A talent, creating a high-performance culture centered on analytical rigor, business partnership, and continuous improvement · Act as the connective tissue between Finance, Commercial, Marketing, Operations, and Technology teams to ensure unified decision-making · Champion a culture of analytical excellence by teaching, influencing, and empowering leaders to leverage data strategically · Continuously evolve analytical methodologies, forecasting processes, reporting tools, and business intelligence capabilities to support company growth · Establish best practices, scalable processes, and standardized reporting frameworks across the FP&A organization · Foster collaboration and knowledge sharing across the broader Finance team to elevate organizational capabilities Required Education and Experience: · 8-10+ years of progressive experience in FP&A, commercial finance, strategic finance, operations finance, or business analytics · Experience supporting multi-site, direct-to-consumer, building materials manufacturing, home improvement, or home services businesses preferred · Bachelor's degree in Finance, Accounting, Business, Economics, or a related field · Advanced proficiency in financial modeling, forecasting, and business intelligence tools, including Tableau, PowerBI, Salesforce, Excel, NetSuite, and related platforms Additional Requirements: · Strong strategic, commercial, and operational finance acumen with the ability to connect financial performance to business outcomes · Demonstrated ability to influence senior leaders and drive cross-functional alignment without direct authority · Proven people leader with a passion for coaching, developing talent, and building high-performing teams · Exceptional analytical and problem-solving skills with the ability to simplify complex issues into actionable recommendations · Strong executive communication and storytelling capabilities · Comfortable operating in a fast-paced, high-growth environment with evolving priorities and ambiguity · Resilient, adaptable, and action-oriented with a strong sense of ownership and accountability · Builds trust quickly through collaboration, transparency, and consistent execution Are We Your Company? Focused on Growth Erie Home is dominating the home improvement industry as we continue to grow. We work hard and play harder. With offices across the U.S. and Canada, our diverse team spans marketing, sales, installation, and service. We are committed to employee growth through: • Innovating, Always – Providing cutting-edge solutions for employees and customers, • Partnering with Our Customers – Building trusted relationships at the core of everything we do, • Empowering Employees – Creating opportunities for growth and success in a supportive environment, • Supporting Our Communities – Giving back to the places our customers and employees call home What We Offer • Industry-leading compensation package, • Competitive medical, dental, and vision benefits after 60 days, • Retirement savings plan with company match, • Paid parental leave and generous paid time off programs, • On-campus fitness programs and meal delivery services, • Comprehensive health, wellbeing, financial wellness, and childcare benefits, • Opportunities for growth and advancement Additional Perks • Employee assistance program with 24/7 legal, financial, and counseling support, • Employee discount marketplace with thousands of savings options, • Gym membership reimbursement, • Employee resource groups, including VetConnect and the Women’s Committee Awards and Recognition Erie Home has been recognized as a top workplace by The Plain Dealer, is a multi-year recipient of Top Workplaces USA by Energage, and is Great Place to Work® Certified™. Additional recognitions include: • Remodeling 550 list placements, • Qualified Remodeler Top 500 rankings, • Smart Culture Awards for employee-focused culture, • Inc. 5000 and Inc. 5000 Regionals: Midwest growth recognition Diversity and Equal Opportunity Erie Home is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. Employment decisions are made without regard to race, color, ancestry, national origin, gender identity or expression, sexual orientation, marital status, religion, age, genetic information, veteran status, or disability, in accordance with applicable law.

About Gryphon Financial Partners Gryphon Financial Partners is a $2.3B AUM independent RIA and multi-family office serving high-net-worth clients and families. We offer a core Wealth Management practice and a Multi-Family Office for families with $25M+ in assets spanning investment management, financial and estate planning, philanthropic strategy, private capital, lending, business succession, corporate executive services, and full family office. The Family Wealth Alliance ranked us #1 among our national peer group of RIAs, MFOs, and SFOs. The Opportunity We are growing intentionally and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or Cincinnati. Bring your talent, your relationships, and your ambition to a firm that invests in your success the same way you invest in your clients'. Why Advisors Choose Gryphon • True Independence: No proprietary products, no quotas, no conflicts. Fiduciary advice, every time., • Leadership That Supports You: Our leaders' job is to clear your path. Full client service, planning, investment, and ops support behind you daily., • A Voice That Matters: Every advisor shapes how this firm evolves. Your ideas are heard and acted on., • Radical Transparency: Comp, strategy, decisions — honesty and candor, always. No surprises, no politics., • Compensation Built Around You: Industry-leading grid or base/bonus, your choice, both with uncapped earning potential. What You Will Do • Serve as the primary trusted advisor to a portfolio of HNW clients and families, • Lead client meetings with polished presentations, portfolio reviews, and integrated financial plans, • Deliver full-spectrum services: investments, estate/financial planning, philanthropy, lending, and family office, • Collaborate with internal teams and clients' tax, legal, and insurance professionals, • Cultivate multi-generational relationships and expand services over time What We Offer • Compensation: Industry-leading grid or base/bonus, both uncapped, • Benefits: Health, dental, vision; 401(k) with match; profit-sharing, • Time Off: 5 weeks paid vacation, • Development: Financial support for designations and continuing education, • Infrastructure: Full support in client service, planning, investments, and operations What We Are Looking For • Bachelor’s degree, Finance or Business preferred, • 5+ years of client relationship management in wealth management, • Designations preferred: CFP, ChFC, CPA, CFA, RICP, or CEPA, • Exceptional communication: written, verbal, and interpersonal, • Deep knowledge of the full wealth management lifecycle, • Uncompromising fiduciary mindset, • Problem-solver; strong organizational discipline and follow-through

Job Description Our Opportunity: The Relationship Banker II/Member Advisor will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions. What You'll Do in This Role: • Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts, • Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail., • Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns., • Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process., • Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports., • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. What You'll Bring To CCF: • Six months to two years of similar or related experience, including time spent in preparatory positions., • Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications., • A high school degree or GED is required., • Proficiency with the Microsoft suite of products including Word and Outlook., • Familiarity with financial products preferred., • Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages., • Strong attention to detail., • Demonstrated strong customer service skills that include proven ability to handle difficult member interactions., • Strong communication skills must be demonstrated through oral and written means., • Proven sales aptitude., • Ability to be bonded., • Ability to obtain and maintain notary designation. The Perks of Being Part of CCF: When you join CCF you’re not just taking a job—you’re joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences. We offer a comprehensive benefits package designed to support the well-being of our employees: • Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives., • Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year., • Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement., • Health Insurance Coverage: Multiple low-deductible medical plan options, as well as dental and vision coverage., • Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage., • Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs., • Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career., • Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution., • Employee Assistance Program (EAP): Confidential support services for personal and professional challenges Work Location: This position is based in Toledo, OH. EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations. Monday - Friday: 8:30am - 5:15pm Rotating Saturdays: 8:45am - 1:15pm

Job DescriptionPractice Manager Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. The Holistic Approach to Financial PlanningHantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach. As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Practice Manager can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor. Essential Job Functions: • Assist in booking appointments for advisors, • Prepare declaration page quote sheet for meetings, • Market for property/casualty insurance service opportunities, • Assist advisors with client services, • Coordinate business and meetings with advisors, tax team and estate planners, • Market to companies for business opportunities, • Comply with All Industry Rules and Regulations, • All other tasks assigned Education/Knowledge & Skills:, • High School Diploma/GED, • Strong oral and written communication skills, • Strong organizational skills, • Basic database skills, • Proficient in Microsoft Office, • Must be Able to Obtain Required Licenses* Benefits:, • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending, • Eligibility Requirements Vary *Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. Powered by JazzHR dah1NI9ELd

Job Description WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Private Wealth Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Demonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description ABOUT US Join a high‑performing, expanding $1.5B community bank with $3.2B in total assets under our care, where people, purpose, and opportunity come together to drive meaningful impact. At State Bank, we are building a culture grounded in collaboration, innovation, and integrity, while continuing to invest in our people and the communities we serve. We value individuals who take initiative, think strategically, and are committed to both personal and organizational growth. Our approach recognizes contributions and effort, supports professional development, and provides meaningful financial rewards, including opportunities to grow your career within a strong, stable, and expanding organization. If you feel you have what it takes to become part of a high‑performing team of professionals and deliver regional growth goals in a competitive landscape and enjoy strong financial recognition for your leadership and work this opportunity just might be for you. EDUCATION Bachelor’s degree (B.S. or B.A.) in Finance, Business, Economics, or a related field preferred; specialized insurance and financial services education and training; State Insurance/Health License; Series 6, 63 and 7 licenses (or ability to obtain and maintain). EXPERIENCE Minimum of four (4) years of experience in a brokerage, financial services, banking, or related advisory role preferred REQUIRED SKILLS • Strong knowledge of brokerage, investment, insurance, and trust products, • Working knowledge of FINRA, SEC, and applicable state regulations, • Ability to assess client financial objectives, risk tolerance, and suitability, • Strong client service, relationship management, and consultative sales skills, • Effective verbal and written communication skills, • Attention to detail with strong documentation and record‑keeping abilities, • Ability to maintain confidentiality of sensitive customer and Bank information, • Basic to intermediate proficiency in computer systems and brokerage platforms, • Ability to obtain and maintain all required licenses and registrations, • Valid driver’s license and ability to travel within the Bank’s footprint PREFERRED SKILLS • Experience in a bank‑based brokerage or wealth management environment, • Demonstrated ability to meet or exceed sales and performance goals, • Business development and referral generation experience, • Knowledge of retirement, investment planning, and asset allocation concepts, • Experience working with compliance audits and regulatory examinations, • CRM and client portfolio management system experience, • Strong organizational and time‑management skills, • Professional demeanor with strong interpersonal skills ROLE AND RESPONSIBILITIES The Investment Advisor is responsible for providing brokerage and investment services to clients by identifying financial needs, recommending appropriate investment and insurance products, and executing transactions in compliance with all applicable regulations and internal policies. This role supports the Bank’s business objectives through client relationship development, referral management, and adherence to regulatory, operational, and compliance standards. ESSENTIAL DUTIES 1. Provides direct customer services relating to brokerage and trust products and services as follows: a. Responds in a timely manner to referrals from internal personnel and existing or prospective clients. b. Establishes and maintains client relationships to support investment and service objectives. c. Gathers and documents all required customer information, including suitability and risk assessment. d. Maintains client files and records in accordance with internal policies and regulatory requirements. 1. Establishes business and marketing activities to achieve goals and objectives: a. Develops and executes a business and marketing plan to meet assigned production and service goals. b. Participates in referral development and cross‑selling activities within the Bank. 1. Performs duties relating to the sale of brokerage and trust products:: a. Maintains appropriate licenses and registrations required to perform brokerage and insurance functions. b. Provides brokerage services to customers in alignment with annual sales objectives and departmental plans. c. Promotes Bank, trust, and brokerage services, with emphasis on investment and insurance products. d. Accepts customers buy and sell orders for securities and completes transactions accurately and timely. e. Handles incoming customer calls related to account activity, transactions, and service needs. f. Communicates customer service needs and account issues to the home office and follows through to resolution. g. Processes deposits of customer funds and securities. h. Processes customer check disbursements as requested. 1. Compliance and regulatory responsibilities: a. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. b. Maintains active awareness of changes in laws, regulations, and compliance requirements affecting brokerage and insurance accounts. c. Strictly adheres to compliance guidelines, ensuring all records are accurate, current, and audit‑ready. d. Complies with Bank policies and procedures supporting regulatory requirements including CRA, BSA, and ECOA. 1. Communication, coordination, and reporting: a. Coordinates departmental tasks with coworkers inside and outside the department to ensure operational efficiency and segregation of duties. b. Communicates with management and staff to integrate goals, activities, and service delivery. c. Responds to inquiries from customers, management, and staff within established timeframes and policies. d. Maintains assigned records and produces required reports, including sales and activity reports ANCILLARY DUTIES 1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances. PHYSICAL REQUIREMENTS • Occasionally ascends/descends stairs to move through the different floors of the location., • Must be able to remain in a stationary position more than two-thirds of the time., • The person in this position needs to occasionally move about inside the office to accomplish tasks., • Occasionally adjust or move objects in all directions., • Frequently communicates with others to exchange information., • Constantly moves wrists, hands, and/or fingers., • Must be able to assess the accuracy, neatness, and thoroughness of the work assigned., • Occasionally has to work around noisy environments., • Sedentary work that primarily involves sitting/standing., • Ability to travel to meet customers throughout company footprint.

Job DescriptionFinancial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Areas of Focus: • Asset Management, • Financial Planning and Retirement, • Insurance, • Tax Strategy and Planning, • Cash Flow Analysis, • Debt Strategies, • Estate Planning, • Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. Essential Job Functions: • Develop and Maintain Client Base, • Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies, • Market and Sell Appropriate Investment Products, • Prepare and Deliver Presentations to Clients and Prospective Clients, • Attend Meetings and Continuing Education Sessions, • Comply with All Industry Rules and Regulations, • All Other Task Assigned Education/Knowledge & Skills: • Bachelor’s Degree or Equivalent Experience, • Strong Written and Verbal Communication Skills, • Must be Highly Motivated, • Ability to Work Well Under Pressure with Multiple Priorities and Deadlines, • Possess Leadership Qualities and an Entrepreneurial Spirit, • Must Have a Strong Work Ethic, • Must be Able to Obtain Required Licenses* Benefits: • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending, • Eligibility Requirements Vary *Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one location. Any other opportunities or positions can be discussed should we extend an invitation for an interview. Powered by JazzHR jyAvEqinjD

Job Description WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Experienced Financial Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Demonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance, and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms. Top-Notch Benefits Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipSchedule, • Monday to FridayWork Location, • Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

As a Financial Advisor within PNC Wealth Management, you will be based in Maumee, OH. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning st

The Financial Aid Advisor will provide guidance on budget management, loan repayment options, and other financial aid related matters. The Financial Aid Advisor will provide information and support to students, families, and school personnel regarding the financial aid process. Financial Aid Advisor

What You'll Be Doing Meet with clients virtually or in person to discuss financial goals and concerns Educate clients on retirement, protection, and wealth-building strategies Build long-term professional relationships through ongoing client support Participate in hands-on training, mentorship, and

Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e. Advanced online research capabilities and ability to synthesize diverse financial information rapidly. Experience working in or with Asia, with a solid understanding of regional financial markets and eco

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Develop and manage project budgets, tracking expenses and ensuring financial goals are met. Project Management | Telecommunications Industry | Budget Management | Risk Management | Client Relationship Management | Team Collaboration | Project Planning | Schedule Management | Financial Management | C

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Close More Deals | Earn More Money | $125,000 - $250,000 Annually.At Erie Home, a leading provider of residential roofing solutions, we set you up for success pre-qualified leads, paid training, and control of your income.Were hiring Sales Representatives to help strengthen communities by safeguard

Position Title: Trauma Sales Representative.Schedule & On-Call Requirements.This position requires an on-call schedule, including nights, weekends, and holidays, to support trauma cases as they arise.While this level of availability is essential for the role, we understand it may not be suitable for

Close More Deals | Earn More Money | $125,000 - $250,000 Annually.At Erie Home, a leading provider of residential roofing solutions, we set you up for success pre-qualified leads, paid training, and control of your income.Were hiring Sales Representatives to help strengthen communities by safeguard

Sales Representatives will sell our products directly to hospitals and represent all activities in the assigned territory (comprised of multiple accounts) to achieve sales and gross profit goals on a monthly and annual basis.Achieve monthly, quarterly and annual sales objectives.Propose pricing for

Close More Deals | Earn More Money | $125,000 - $250,000 Annually.At Erie Home, a leading provider of residential roofing solutions, we set you up for success pre-qualified leads, paid training, and control of your income.Were hiring Sales Representatives to help strengthen communities by safeguard

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Close More Deals | Earn More Money | $125,000 - $250,000 Annually.At Erie Home, a leading provider of residential roofing solutions, we set you up for success pre-qualified leads, paid training, and control of your income.Were hiring Sales Representatives to help strengthen communities by safeguard

Front Desk Receptionist/HR Assistant.At Contech Engineered Solutions, we pride ourselves on our commitment to excellence.We're looking for a Front Desk Receptionist/HR Assistant to join our team in West Chester, Ohio.This role is the first point of contact for our visitors and plays a crucial role i

At Angie Scott Skin Health, we are passionate about helping our patients look and feel their best through personalized, results-driven aesthetic care.As a full-service medical spa serving the Lambertville, MI community, we specialize in advanced face and body treatments designed to restore confidenc

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Free financial wellness support.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Are you ready to level up your income and career with a company that sets you up for success from Day 1? Join Universal Windows Direct, one of the fastest-growing home improvement companies in the nation where the leads are warm, the training is elite, and the earning potential is sky-high!.Paid tr

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Thomas Donovan II - State Farm Agent Team Member is looking for a dynamic individual to join our team as a receptionist.Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace.If you thrive in a supportive role and are eager to l

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

B2B Outside Sales Representatives to represent Constellation Energy, one of the largest energy providers in the U.This is a face-to-face sales role offering base salary plus uncapped commission, with top performers earning $100K+.If you enjoy meeting business owners and closing deals, this is a stro

Respiratory Sales Representative.VieMed Healthcare is the largest independent specialized provider of non-invasive ventilation (NIV) in the US home respiratory health care industry.We specialize in treating the most challenging respiratory patients inside the home by pairing the best-in-class techno

Assistant Route Service Sales Representative (4 Day Workweek).Location: Perrysburg, OH, US, 43551.Cintas is seeking an Assistant Route Service Sales Representative.Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and facility servi

Territory Location: Toledo, OH.Are you a driven, energetic, and helpful sales professional looking to make great money? Work with one of Forbes' America's Best Midsize Employers* and be rewarded for your performance with uncapped commissions, performance-based commission bonuses and incentives, and