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Overview: The Senior Construction Scheduler is responsible for developing, maintaining, and analyzing detailed construction schedules to ensure projects are delivered on time and within contractual requirements. This role works closely with project managers, superintendents, owners, and subcontractors to plan project activities, identify schedule risks, and implement mitigation strategies. The Senior Construction Scheduler provides expert-level schedule analysis, progress reporting, and forecasting across multiple complex projects, serving as a key advisor on schedule performance and recovery planning. Location & Travel Details: You can be based in any city or state in the U.S.. This is a traveling, project based position, up to 90% of the time. You have the potential to be placed on a project site located in any state throughout the US. You’ll spend 8-18 months on average per project. We offer designated per diem in addition to an excellent base salary to support and help you cover living expenses. This position is eligible for mobilization support (may include mileage reimbursement), and includes one longer weekend every four weeks for additional time at home. COMPANY OVERVIEW: MasTec Industrial, alongside its sister companies Casey Industrial and Phoenix Industrial, has been in operation since 1947. We serve a diverse clientele, including utilities, independent power producers, developers, and municipal utilities. Specializing in projects using natural gas, oil, biomass, and other combustible fuels, our team boasts over 30 years of expertise in the power industry. We provide EPC (Engineering, Procurement, and Construction) services and assist in project development. Our experience spans various systems for utility and industrial facilities, including simple and combined cycle plants, reciprocating engines, and waste-to-energy projects. MasTec Industrial delivers value throughout all project phases, from conceptual design to operations and maintenance. At MasTec Industrial, we are dedicated to delivering the highest quality, safety, and value in every project. We focus on attracting, developing, and retaining top talent within our organization. Our goal is to foster a respectful work environment where all employees feel valued, included, and empowered to become innovative leaders in the industry. The MasTec Industrial market sector is part of the MasTec Clean Energy & Infrastructure business segment. MasTec’s Clean Energy & Infrastructure (CE&I) segment generates over $4 billion in annual revenue, providing construction services across industrial, renewables and infrastructure sectors. In addition to our industrial market sector; In infrastructure, we specialize in general heavy civil construction, underground utilities, structures, electrical work, material production, roadways, bridges, specialty pavement overlays, environmental projects and commercial buildings. Our renewables sector focuses on solar, wind and battery storage. Sustainability and safety are foundational to our culture and influence everything we do. MasTec, a minority-owned Fortune 500 company, has shaped the construction industry for more than 90 years. With over 35,000 employees and 400 offices nationwide, we provide flexibility and career growth in dynamic work environments. Responsibilities: ESSENTIAL JOB FUNCTIONS: • Works independently on complex assignments to:, • Establish the Proposal or Project Baseline Schedule, • Lead and execute Project Planning and Execution Planning Session, • Lead and execute Logic Development, Schedule Updates and Forecasting, • Work with each phase team (Engineering, Procurement, Construction, and Commissioning) to define key milestones and interface dates., • Resource and Commodity load schedules and provide graphics associated with each., • Author and update the Scheduling narrative in weekly and monthly reports., • Lead compliance and Project Controls oversight throughout the lifecycle of a project., • Ensure client Project Controls and Reporting specifications and requirements are met per contract., • Supports Project Management with project reporting requirements. Qualifications: EDUCATION AND WORK EXPERIENCE REQUIREMENTS: • Bachelor’s degree (BS) in Construction Management, Engineering, or related technical major; equivalent combination of education and experience., • Seven (7) years of Project Controls Schedule Analysis or related work experience preferred., • Working knowledge of Workface Planning Techniques and Scheduling requirements a plus., • Professional Level Certification (AACE, PMI or other) a plus. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: • Be knowledgeable of MIC Health and Safety programs and project specific regulations., • When on-site, actively participate in daily toolbox meetings with crews and subcontractors., • Set a personal example of safe behavior., • Demonstrates proficiency in Primavera P6, Microsoft Excel, Office 365, InEight and/or related Project Controls software., • Demonstrates a command of the skills listed., • Proficiency in reading and interpreting Engineering and Contract documents., • Understanding and knowledge of complex Earned Value and Cost Control Methods., • Organizational skills and ability to manage simultaneous tasks/assignments., • Exceptional team building skills and ability to collaborate with groups throughout the company., • Excellent interpersonal skills., • Excellent written and verbal communication skills., • Ability to comprehend complex assignments., • Ability to work independently with minimal supervision., • Other may duties may be assigned PHYSICAL DEMANDS: • Work up to a 12-hour shift doing hard physical work in varying temperatures and outside conditions., • May need to maintain physical strength and stamina; Use arms, hands, and legs fully; Push, pull, and frequently lift and carry objects weighing up to 50 pounds; and stoop, kneel, balance, crouch, crawl, and climb to perform job tasks., • Stamina to perform this task repetitively and continuously for several hour intervals., • Uncontrolled environmental conditions: Constant change in weather and site conditions., • This work environment may involve moderate exposure to unusual elements, such as extreme temperatures, dirt, dust, fumes, smoke, unpleasant odors and/or loud noises., • Ability to wear personal protective equipment is required (including but not limited to- safety toed shoes, gloves, safety glasses, hearing protection, hardhat, vest, etc.)., • Move in and around confined, cluttered, and uneven areas., • May need to work at heights and must be able to abide by all safety and fall-protection requirements; must be able to wear and utilize all safety equipment required for work at heights., • Evaluate information based on measurable standards; and see details in objects or drawings and recognize slight differences in shapes and shadings., • Visualize objects in three dimensions from drawings., • Keep good balance and work at heights., • See well (either naturally or with correction)., • Hear well (either naturally or with correction.), • Coordinate the use of eyes, hands, and feet. HOURS: This position is a Full-Time position scheduled to work typically 50 hours per week. Schedule is subject to projects requirements. What's in it for you: Financial Wellbeing • Compensation $145,000 - $165,000 per year, commensurate with experience., • Competitive pay with ongoing performance review and merit increase, • 401(k) with company match & Employee Stock Purchase Plan (ESPP), • Flexible spending account (Healthcare & Dependent care) Health & Wellness • Medical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and children, • Diabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet Insurance Family & Lifestyle • Paid Time Off, Paid Holidays, Bereavement Leave, • Military Leave, including Differential Pay and Benefits Continuation, • Employee Assistance Program Planning for the Unexpected • Short and long-term disability, life insurance, and accidental death & dismemberment, • Voluntary life insurance, accident, critical illness, hospital indemnity coverage, • Emergency Travel Assistance Program, • Group legal plan Position may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need an accommodation as part of the employment process, contact ceicareers@mastec.com. Due to the high volume of applications received, we are unable to respond to individual requests regarding application status. Please log into your candidate profile for up-to-date information. MasTec, Inc. is an Equal Employment Opportunity Employer/Disability/Veteran. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also MasTec's policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions. Disclaimer: MasTec and our Subsidiaries will never ask prospective employees for any form of payment or money transfer as part of job application or onboarding. We do not ask prospective employees for information about credit cards or personal passwords, and it does not require applicants to purchase equipment or software. Ensure that all recruiter email addresses end in @mastec.com or @talent.icims.com. If you suspect you are the target of a scam, we advise you to contact your local law enforcement agency and report fraud at _. MasTec Clean Energy & Infrastructure and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team. #LI-MH1 #LI-OnSite Appcast (For Export): #appflash

Job Description Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away! What we offer Competitive salary Paid vacation/holidays/sicktime- 15 days of vacation first year Comprehensive benefits package including 401K, medical, dental, and vision care – Available day one Encouraging and collaborative team environment Dedication to safety through our Zero Harm policy Check us out!: _ If you’re a seasoned seller who thrives on complex, high-value deals and influencing at the executive level, this is your arena. As a Building Account Executive – New Construction, you’ll lead the charge in shaping the next generation of smart, connected buildings. You’ll sit at the intersection of technology, construction, and strategy—driving large-scale, multi-million-dollar projects from vision through execution. In this role, you won’t just sell products—you’ll architect end-to-end building solutions, integrating HVAC, fire, security, controls, and Johnson Controls’ cutting-edge OpenBlue technology platform into some of the most dynamic construction projects in the market. Think healthcare campuses, airports, stadiums, and universities. You’ll partner directly with building owners, developers, architects, and consultants—guiding them through complex decisions and positioning Johnson Controls as the trusted, single-source solutions partner. Your impact: Own and close large, sophisticated new construction deals across diverse vertical markets Lead executive-level conversations to shape building technology strategies Drive adoption of integrated, future-ready smart building solutions Expand opportunities by bundling equipment, services, and long-term solutions Become a strategic advisor to owners and their representatives throughout the construction lifecycle This is a true hunter–strategist role where you’ll blend technical expertise, commercial acumen, and deal leadership. You will: Lead complex, multi-stakeholder sales cycles, often spanning months or years Influence design and specification decisions early in the construction process to position JCI as the preferred partner Build and manage deep relationships with owners, architects, engineers, and contractors Drive deals forward by securing progressive commitments and aligning stakeholders Develop compelling value-driven proposals, bids, and financial justifications Differentiate Johnson Controls by delivering holistic, integrated solutions competitors can’t match Collaborate with internal engineering, solutions, and service teams to bring your vision to life Own your pipeline, your strategy, and ultimately—your results This is a role for someone who sees the big picture, anticipates complexities, and knows how to navigate and win in high-stakes environments. We’re looking for a proven dealmaker—someone who knows how to win large, complex opportunities and influence at the highest levels. Required: Bachelor’s degree (Business, Engineering, Construction Management, Architecture) or equivalent experience 5–7+ years of progressive, high-level field sales experience, including executive engagement 3+ years in the building technologies or construction ecosystem Strong understanding of the construction lifecycle, delivery models (plan/spec, design-build), and key stakeholders Demonstrated success leading and closing complex, multi-solution deals Ability to assess customer needs and design turnkey, integrated solutions Proven track record of influencing C-level and senior decision-makers Exceptional communication, negotiation, and relationship-building skills Preferred: Experience selling integrated low-voltage systems (BAS, security, fire, AV, nurse call, structured cabling, etc.) Established relationships with owners, architects, consultants, and contractors MBA or advanced business/technical education Salary Range: HIRING SALARY RANGE: $68K-$105K (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This role also offers a competitive Sales Incentive Plan that will take into account volume and margin on a project, quarterly, and annual basis. This position includes a competitive benefits package. The posted salary range reflects the target compensation for this role. However, we recognize that exceptional candidates may bring unique skills and experiences that exceed the typical profile. If you believe your background warrants consideration beyond the stated range, we encourage you to apply. To support an efficient and fair hiring process, we may use technology assisted tools, including artificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions are ultimately made by human reviewers. For details, please visit the About Us tab on the Johnson Controls Careers site at _

Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Business Banking Relationship Manager is responsible for acquiring, growing, and managing a portfolio of business clients with credit needs typically ranging from $250,000 to $3,000,000 and annual company revenues generally below $25 million. This role focuses on delivering tailored lending, deposit, and treasury solutions that help business owners achieve their financial and operational objectives. The Relationship Manager serves as a trusted advisor, developing strong relationships through proactive engagement, financial insight, and exceptional service. Essential Duties: Portfolio Management & Business Development: • Develop and manage a portfolio of business banking clients, ensuring strong relationship retention and growth., • Identify and pursue new business opportunities through prospecting, networking, COI development, and targeted calling efforts., • Analyze industry trends, local market conditions, and client needs to recommend appropriate banking solutions., • Meet or exceed annual production goals for loans, deposits, and fee-based products. Credit & Financial Analysis: • Conduct thorough financial analysis of business clients, including review of financial statements, tax returns, projections, and collateral., • Structure credit facilities aligned with customer needs while ensuring compliance with bank credit policy and risk appetite., • Prepare and present credit packages in partnership with credit underwriting teams., • Monitor portfolio credit quality, manage renewals, and proactively identify early warning indicators. Client Advisory & Relationship Building: • Serve as the primary point of contact for business clients, delivering consultative guidance on banking, lending, cash flow strategies, and capital needs., • Partner with internal specialists (treasury, merchant services, wealth management, etc.) to deepen client relationships and deliver comprehensive solutions., • Conduct onsite client visits to maintain awareness of operational changes and provide strategic financial insights., • Provide timely and responsive service to ensure exceptional client satisfaction. Risk Management & Compliance: • Maintain compliance with all regulatory, legal, and internal policy requirements., • Ensure proper documentation, portfolio management, and adherence to KYC/AML standards., • Manage risk through proactive monitoring of covenant compliance, collateral conditions, and borrower performance., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. Qualifications Education, Training, Experience, and Skill Requirements: Required: • 3-7+ years of commercial or business banking experience, including credit underwriting or portfolio management exposure., • Strong knowledge of commercial lending, cash flow analysis, and loan structuring for businesses under $25 million in revenue., • Proven track record of business development success and portfolio growth., • Excellent communication, relationship-building, and negotiation skills., • Ability to interpret and analyze complex financial statements., • All applicants must be 18 years of age or older. Preferred: • Bachelor's degree in Business, Finance, Economics, or related field., • Experience with SBA lending programs (7(a), 504) and alternative financing solutions., • Established network of COIs in the local business community. Core Competencies: • Financial & Credit Acumen Other Job Information Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $80,000.00/Yr. Maximum USD $139,633.00/Yr.

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $75,000 - $125,000 commission structure Responsibilities: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Customize financial plans for each client based on potential life changes and changing financial needs, • Build and grow a personal client base through networking, referrals, and community engagement., • Develop comprehensive financial plans tailored to each client's goals, including investments, insurance, retirement, and wealth strategies., • Provide ongoing guidance and service to clients, ensuring long-term relationships and trust., • Leverage a broad range of financial solutions within an open architecture platform to deliver customized recommendations., • Drive business development through proactive outreach, centers of influence, and strategic partnerships., • Maintain a high level of professionalism, ethics, and compliance in all client interactions., • Collaborate with internal specialists, leadership, and support teams to enhance client outcomes. Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Bachelor’s degree in business administration, finance, or related field is required, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • 2+ years of experience as a banking advisor, financial advisor, wealth manager, or related role., • Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain)., • Strong relationship-building, communication, and business skills., • Commitment to ethical, client-centered advice., • Professionals seeking a career transition into financial services are encouraged to apply; transferable skills such as relationship building and business development are highly valued. About Company Pivotal life events often happen unexpectedly. We take great pride in having helped our neighbors, friends, families, and business owners make sound decisions about being financially prepared for the unforeseen. We prioritize the needs of clients and firmly believe that conducting business ethically fosters long-lasting relationships with the communities we serve. Since 1886, Vista Wealth Solutions has been guided by a tradition of excellence rooted in the core principles of our creed. Our vision is to be the most trusted and respected insurance and wealth management firm for clients, partners, associates, and the community. Our mission is to create extraordinary opportunities so that dreams can become realities because what matters most to you matters most to us.

Job DescriptionPractice Operations Associate The Practice Operations Associate is the administrative engine of our team. This role is designed for a detail-obsessed professional who finds professional satisfaction in "sweating the small stuff" and ensuring the back-office runs like a well-oiled machine. You aren't just processing paperwork; you are managing the critical infrastructure that allows our advisors to deliver on their promises. As a natural service provider, you will provide the administrative stability and operational consistency needed to amplify advisor success and ensure our clients receive the "elite" level of service we promise them. Core Responsibilities • Workflow Mastery: Take full ownership of the administrative lifecycle, from processing insurance and investment applications to ensuring account documentation (ACATs, service requests) is complete and compliant., • Precision Data Management: Maintain the integrity of our CRM and broker-dealer systems through meticulous data entry and regular record audits., • Calendar & Coordination: Act as the "air-traffic controller" for advisor schedules, managing appointments and workflows to ensure a smooth, friction-free daily experience., • The "Liaison" Function: Serve as the primary administrative point of contact between advisors, clients, and industry partners to resolve outstanding requirements and move cases to completion., • Meeting Support: Handle all logistics for client reviews, including material preparation, digital filing, and capturing live meeting notes for post-session debriefs., • Front-Office Professionalism: Manage reception operations with a polished presence, greeting clients and directing communications in a manner that reflects the firm’s standards., • Process Improvement: Approach all scenarios with a “how can I help improve this” mindset, consistently looking for ways to reduce friction in administrative tasks. Qualifications & Requirements Professional Experience & Education • Experience: 2+ years of experience in a broker-dealer, wealth management, or financial services support role. Prior experience as an Administrative Assistant or Client Service Associate is highly preferred., • Education: Bachelor’s degree preferred, or equivalent industry experience., • Regulatory Status: Must be a US Citizen or permanent resident. Technical Proficiency • Industry Platforms: Familiarity with custodial platforms and industry-leading technology (e.g., Wealthscape, eMoney, Envestnet, or Hearsay Social)., • CRM & Systems: Experience navigating CRM software (such as Salesforce or Advisor360) and document management tools., • Microsoft Office: Strong proficiency in Outlook, Excel, Teams, and OneNote. Licensing / Registration • FINRA Registration: Preferred (Series 7 and/or Series 63/65/66)., • Growth Path: Unlicensed candidates must be willing to obtain required registrations if the role evolves into a Registered Practice Specialist position. Success Metrics • First 90 Days: Complete training on internal workflows; manage service requests with 100% accuracy; and build foundational trust with advisors through responsiveness., • 12 Months: Fully integrated as a "life-long learner" within the team; independently managing high-volume service activity; and proactively identifying at least one major process improvement to reduce administrative friction. Compensation & Benefits • Primary office location will be Center Valley, PA with some hybrid opportunities., • Base salary: $45,000 – $60,000, • Bonus eligible, based on individual and firm performance

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities. Essential Job Functions for this role include: The Financial Planner's responsibilities include, but are not limited to: • Preparing financial plans for prospective and existing clients, including:, • Cash flow and spending plans, • Investment analysis, • Retirement projections, • Social Security analysis, • Education funding analysis, • Stock options analysis, • Estate planning analysis, • Tax planning, • Asset protection and risk management needs analysis, • Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation., • Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans., • Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness., • Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations., • Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning., • Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. Knowledge, Skills, and Abilities: • Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance., • Completion of CFP® coursework., • A minimum of one year of financial industry–related experience preferred., • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred., • Strong verbal, written, analytical, and organizational skills., • Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment., • Customer service–oriented mindset; coachable and eager to learn., • High level of discretion and ability to maintain confidentiality., • Flexibility and adaptability in a fast-paced environment., • Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $68,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description American Heritage Credit Union, a $5+ billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our new branch in Allentown! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.). QUALIFICATIONS: • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required., • FICEP certification preferred. Our commitment to your success is enhanced by our competitive rate commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees. EOE M/F/D/V

Job DescriptionDescription: We have an immediate opening for an energetic, enthusiastic and highly motivated automotive express service advisor to join our growing and dynamic team! Are you a career minded individual in search of a workplace to call home? At Ciocca Subaru of Allentown, you’ll have the opportunity to have a positive impact on our customers and our community while achieving your financial and career goals! Qualifications: • Consistent record of service and sales success, • Strong record of positive customer satisfaction results, • Valid driver’s license and clean driving record Responsibilities: • Schedules express service appointments., • Refers to service history, inspects vehicles, and recommends additional needed service., • Provides a complete and accurate written cost estimate for labor and parts., • Checks on progress of repair throughout the day. Contacts customers regarding any changes in the estimate or promised time., • Maintains high customer satisfaction standards. What we offer: • Full Time to include some Saturdays, • PTO and holidays, • Air-conditioned shops and facilities that are always being upgraded, • 401(K) retirement plan with company matching, • The top insurance program in the industry including medical, dental, prescription and vision, • Advancement within the Ciocca Automotive Family, • Employee discounts: purchases, repair, service, wash At Ciocca Subaru of Allentown, our team members enjoy a supportive and collaborative work environment. Don’t miss out on this exciting opportunity to grow your career! Apply now! We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Requirements:

Job DescriptionDescription: RETTEW is seeking a Transportation Team Lead to support and grow our Transportation practice within Region 1. This role combines team leadership, project delivery, and business development, while working closely with Transportation Team Leads across other regions to ensure alignment, consistency, and shared success. About RETTEW RETTEW is a 100% employee-owned consulting firm specializing in engineering, environmental, and safety solutions. We partner with clients across transportation, land development, energy, and water markets to deliver meaningful infrastructure and community-focused projects. Our culture is grounded in ownership, strong relationships, and a commitment to excellence, giving our employees the opportunity to grow while making a real impact. Work Environment Hybrid Locations: Lancaster, Lehigh Valley, or Berwyn, PA Position Summary / What You’ll Do As Transportation Team Lead, you will report to the Regional Director and lead Transportation staff within Region 1. You will be responsible for team performance, project delivery, and client relationships, while collaborating with Transportation Team Leads across other regions to share resources, align practices, and support firmwide growth. This is a doer-seller role where you will contribute technically, lead strategically, and help expand RETTEW’s presence in the transportation market. Responsibilities / Day-to-Day • Lead, coach, and develop a team of transportation engineers and project managers within Region 1, • Partner with the Regional Director to set team goals, monitor performance, and support regional strategy, • Collaborate with Transportation Team Leads across other regions to align standards, share resources, and balance workload, • Oversee project delivery, ensuring quality, efficiency, and client satisfaction, • Serve as a technical advisor and, when needed, project manager on complex or high-profile projects, • Build and maintain strong client relationships, supporting retention and repeat business, • Support business development efforts, including proposals, client engagement, and identifying growth opportunities, • Manage team workload, staffing, and financial performance to meet operational and revenue goals, • Foster a collaborative, accountable team culture aligned with RETTEW’s core values Qualifications Required: • Bachelor’s degree in Civil Engineering or related field, • Professional Engineer (PE) license in Pennsylvania, • 12+ years of experience in transportation engineering, including project management, • Demonstrated experience leading teams and managing performance, • Strong understanding of transportation design, including roadway, traffic, and/or PennDOT projects, • Proven ability to build and maintain client relationships Preferred: • Experience working across multiple offices or regions, • Active involvement in professional organizations such as ASHE or ITE, • Experience contributing to business development strategy and growth What We Offer • Competitive salary based on experience. RETTEW offers an Employee Stock Ownership Plan (ESOP), giving you a real stake in the company’s success and long-term value., • Comprehensive benefits including medical, dental, vision, and retirement savings options., • Opportunities to grow your career through leadership, strategic involvement, and collaboration across regions and disciplines., • Support from our in-house training and development team, offering mentorship and structured professional growth., • A flexible, hybrid work environment that supports both productivity and work-life balance., • A culture where your leadership is visible, your decisions matter, and your work directly impacts both regional and companywide success. RETTEW is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable law. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please contact us at jperalta@rettew.com to request assistance. #LI-Hybrid Requirements: Requirements listed above.

Job DescriptionThe Opportunity Changing people’s lives is the business we are in. If you are a high-performing professional who wants to be a strategic partner to your colleagues and provide an elite level of service to clients, the Practice Support Specialist (PSS) role is the perfect fit. Located in Allentown, PA, this position offers a dynamic environment where your organizational prowess and financial services expertise directly contribute to our regional growth and client satisfaction. The Team At Vista Wealth Solutions, you will join a high-energy, collaborative team of dedicated financial advisors. We pride ourselves on cultivating an environment built on mutual respect, continuous learning, and shared success. As a PSS, you are not just administrative support; you are a vital extension of the advisor team and a crucial partner in managing a high volume of sophisticated, established client relationships. The Impact The Practice Support Specialist is a pivotal role within our firm. Our advisors rely on your expertise to ensure our clients receive the world-class service we promise them. By taking ownership of the new business workflow, streamlining complex administrative processes, and maintaining proactive communication, you act as the critical bridge that accelerates business fulfillment and strengthens long-term client trust. The Responsibilities • Workflow Ownership: Manage the end-to-end processing and workflow for all lines of business, including insurance and investments., • Data Management & Processing: Execute precise data entry for insurance and investment applications (Life, Disability Income, Fixed/Variable Annuities, Mutual Funds, Wealth Management, and Brokerage accounts)., • Digital Operations: Prepare, package, and track comprehensive application bundles via DocuSign for advisors and clients., • Strategic Liaison: Act as the primary point of contact between financial advisors and product providers to resolve outstanding items and accelerate underwriting/fulfillment requirements., • Proactive Follow-up: Track and coordinate medical exams, Attending Physician Statements (APS), and investment-related service requests., • Practice Management: Assist in scheduling client appointments, managing team calendars, and professionally routing inbound calls., • Clerical Excellence: Handle essential office duties including photocopying, scanning, filing, and managing special projects as needed.The Qualifications, • Experience: Multiple years of operational support experience, preferably working alongside executive-level producers with a high volume of existing clients., • Industry Knowledge: Deep familiarity with financial products (Mutual Funds, Investments, Annuities, Life Insurance) and their supporting operational systems is highly preferred., • Core Skills: Exceptional written and verbal communication skills, with a high level of efficiency and an uncompromising attention to detail., • Technical Proficiency: Advanced skills in Microsoft Office (Excel, SharePoint), Adobe Acrobat, and digital signature platforms (DocuSign)., • Attributes: A self-starter who problem-solves independently in a fast-paced environment, balances multiple priorities with a sense of urgency, and maintains strict confidentiality., • Eligibility: Must be a U.S. citizen or permanent resident.The Benefits, • Competitive Compensation: Secure W2 position offering a stable base salary paired with performance-based bonus potential., • Work-Life Balance: Generous Paid Time Off (PTO) package to rest and recharge., • Workplace Flexibility: Opportunity to transition toward a hybrid work model that blends the collaboration of our Allentown office with the flexibility of remote work., • Professional Growth: A supportive environment that encourages learning advanced financial concepts and strategies.

Job Description Risk Manager – Commercial Insurance / Loss Control Help Companies Reduce Risk, Improve Safety, and Protect What They’ve Built Our client is a well-respected and growing organization in the commercial insurance and risk management space, partnering with businesses across a wide range of industries to help identify exposures, reduce losses, and create safer, more effective operations. They are seeking an experienced Risk Manager to join their team in a highly visible, consultative role working directly with commercial clients, insurance carriers, brokers, and internal leadership. This is an excellent opportunity for someone who enjoys being both strategic and hands-on—analyzing risk, improving safety performance, and helping clients proactively manage complex operational exposures. This is not simply a compliance-focused position. The right individual will act as a trusted advisor, helping clients strengthen their operations while improving the long-term performance of their insurance and risk management programs. What You’ll Be Doing -Conduct on-site and virtual risk assessments for commercial clients across a variety of industries -Identify operational, liability, property, casualty, and financial risk exposures -Develop practical risk mitigation and loss control strategies that improve safety and reduce claims activity -Analyze claims and loss trends to uncover patterns and recommend proactive solutions -Partner with clients, brokers, carriers, and internal teams to strengthen overall risk management performance -Assist with claims oversight, advocacy, and cost containment efforts when needed -Deliver training seminars, webinars, and educational presentations on industry trends, safety initiatives, and emerging risks -Maintain detailed reports, recommendations, and follow-up documentation related to inspections and risk assessments -Support compliance initiatives, audits, and regulatory requirements tied to risk and insurance programs What We’re Looking For -5+ years of experience in commercial insurance, risk management, loss control, safety, or related areas -Strong understanding of commercial insurance programs and risk financing concepts -Experience working directly with commercial clients, insurance carriers, and brokers preferred -Ability to identify operational risks and communicate practical solutions effectively -Strong analytical, communication, and presentation skills -Comfortable working independently while managing multiple projects and client relationships -Experience interpreting claims data, loss trends, and policy language -Proficiency with Microsoft Office and risk management systems Preferred Credentials The following certifications are highly valued, though not required: ARM (Associate in Risk Management) CPCU (Chartered Property Casualty Underwriter) CRM (Certified Risk Manager) CSP (Certified Safety Professional) Why This Opportunity Stands Out This organization has built a strong reputation for being consultative, responsive, and committed to helping clients proactively manage risk—not simply react to claims after they occur. Leadership values professionals who can build relationships, think strategically, and bring practical solutions to clients facing increasingly complex operational and insurance challenges. For the right individual, this role offers: -strong long-term growth potential -exposure to a diverse client base and industries -a collaborative and respected team environment -the ability to make a direct impact on client outcomes and organizational performance Compensation & Benefits -Competitive compensation package based on experience -Performance incentives -Comprehensive health, dental, and vision coverage -Retirement plan with employer contribution -Professional development and certification support -Flexible mix of office, client-facing, and field-based work If you are looking for an opportunity where you can combine technical expertise, relationship management, and strategic problem-solving while helping businesses operate more safely and effectively, we would welcome the opportunity to speak with you.

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 Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.

Job Description Futurity First Insurance Group (FFIG) is a nationwide insurance distribution organization with diverse and powerful programs to support its insurance and financial advisors. With branch offices in major markets across the United States, our community-based advisors are empowered to build long-term relationships with our clients while specializing in income protection, asset protection, legacy planning, and senior health care planning. Futurity First was founded in 2008 and became part of the Senior Market Sales family of companies in 2015. Who We Are Looking for • Entrepreneur, • Willing to run their own insurance practice (Be your own boss!), • Trainable Personality, • Creative Thinkers, • Honest people who want to help people while building a career, • Team Player A sales career with Futurity First allows greater earning potential, flexibility, and increased satisfaction in providing services to your customers. Futurity First Insurance Group is seeking dynamic and motivated financial services and insurance sales professionals looking to grow their life and health business to meet the demands of a rapidly growing consumer demographic! Key Benefits: • Uncapped commission earnings, • Bonus + Commission, • Potential annual earnings: $250,000+, • Incentive programs and trips around the world, • Continuing professional development opportunities, • Remote sales position with the opportunity to work in our local office, • Free E&O coverage & office space available Reasons to join Futurity First: • Obtain direct experience by working with experienced advisors to sell Life, Annuities, and related products., • Unlimited earning potential of up to $100K a year or more through commissions and no sales quotas., • Unique "ALL IN" aggregate monthly production bonus., • "Best-in-Class" products from over 90+ industry-leading carriers., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, and access to office space is free., • Access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space Advisor Responsibilities: • Host in-person and virtual workshops on topics like Medicare, Annuities, Long Term Care, and Retirement., • Select accessible venues for in-person events, prioritizing conducive learning environments., • Deliver live video presentations with screen sharing for clear communication in virtual seminars, leveraging technology., • Prepare diligently for workshops, coordinating logistics and ensuring readiness as the presenter., • Conduct walk-throughs and equipment checks before each event to address potential issues., • Collaborate with marketing consultants for personalized plans based on budget and income goals., • Manage workshop registrations efficiently, confirming attendance for maximum participation., • Implement post-workshop follow-up to nurture leads and maintain participant engagement., • Prospect for new business through networking, marketing, cold-calling, and lead databases., • Set appointments and meet with potential clients to help identify and meet the client's needs., • Offer expert insurance policy recommendations based on the client's needs., • Prepare and develop illustrations and case designs to close sales., • Provide excellent ongoing service and support to existing clients., • Discipline to be a self-starter and ability to conduct business for yourself with the support of Futurity First. Minimum Qualifications: • Life and Health (L&H) insurance licenses are required, • FINRA Series 6, Series 63, and/or Series 7 license preferred but not required, • AHIP certification is preferred but not required, • FFM certification is preferred but not required, • 1+ years in an outside sales professional role is a plus, • Experience in Insurance with knowledge of different Insurance products, • Strong Finance skills with experience in investments, retirement, and financial planning are preferred but not required, • Ability to analyze and interpret complex financial data, • Bachelor's degree in Finance, Accounting, Business Administration, or related field is preferred but not required, • Willingness and ability to prospect and network within the community to build a client base., • Possess an upbeat, positive, and enthusiastic attitude and willingness to be held accountable for results., • A desire for continuous learning., • Be a self-starter with a sense of urgency., • Excellent communication skills consisting of oral, written, and listening skills., • Collaborative decision-making and problem-solving skills. Customers First – Advisors First – FUTURITY FIRST Futurity First will provide the necessary tools to succeed and create a rewarding, prosperous career. Take control of your career and positively impact others' lives in your community by joining Futurity First Insurance Group today! Company DescriptionFuturity First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry. Futurity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. Futurity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO). The Companies We Represent: We partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect. With Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers. We can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor. • Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch. Objectivity. Innovation. Support. Futurity First is your partner in growth. For more information on Futurity First, visit www.futurityfirst.comFuturity First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry.\r\n\r\nFuturity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry.\r\n \r\nFuturity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).\r\n\r\nThe Companies We Represent:\r\nWe partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect.\r\n\r\nWith Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers.\r\n\r\nWe can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor.\r\n\r\n• Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support.\r\n• Performance rewards include unlimited opportunities to earn product-based trips and incentives.\r\n• Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch.\r\n\r\nObjectivity. Innovation. Support. Futurity First is your partner in growth.\r\n\r\nFor more information on Futurity First, visit www.futurityfirst.com

Job DescriptionDescription: Private Banking Officers are role models who exemplify our organization’s core values. Candidates should be highly skilled personal bankers able to attract, discover, evaluate and advise high-income/high-net worth individuals that meet CNB Bank’s requirements for qualifying as private banking clients. They provide outstanding personalized service to our clients while following our bank’s philosophies: See It, Own It, Solve It, and find a way to say YES. Expertise in retail and mortgage lending, as well as retail deposit origination is essential. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES • Private Banking Officers must be experts in the fields of mortgage and personal lending, as well as bank deposit products., • Establish relationships with prospective clients offering our suite of Private Banking products and services., • Teamwork with other key areas of the bank is extremely important to building relationships with Private Banking clients, partnering with our Wealth & Asset Team, Commercial Lenders, Treasury Management Team, Branch Network and Support Teams., • Building and servicing a network of targeted clients and COIs for referrals is paramount to success in Private Banking. ATTITUDES Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: • Respect: We employ and service people of varied ethnicities, backgrounds and beliefs. Respect toward diverse clientele and internal staff is a top priority., • Client Focus: At CNB Bank, it’s all about the client. Building solid relationships and taking care of our client’s needs as their trusted advisor regardless of background are the keys to our success., • Inclusion: Embrace one another’s unique backgrounds, perspectives, beliefs and experiences that demonstrate a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and client. BEHAVIORS Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: • Leadership: Influence others towards achievement of goals as a part of the team. Step up into a leadership role in projects, initiatives, task force meetings, and client outreach events., • Integrity: Adhering to company policies & procedures, regulatory compliance requirements and strong business ethics is required., • Collaboration: Work with your other bank professionals that provide services to build full banking relationships. Provide referrals to bank partners such as Wealth & Asset, Commercial Lending, Treasure Management, and Branch Banking, as well as work with reciprocal referrals., • Volunteerism: As a community minded bank, CNB Bank is dedicated to supporting our communities and encourage employees to seek opportunities to volunteer time and expertise to various community organizations and events. COMPETENCIES Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating: • Accountability: Maintain personal responsibility in your work, providing a high level of personal service and attaining goals., • Innovation: Think outside the box to find a way to say YES to our clients and co-workers., • Professionalism: Practice the good judgement, positive attitude, risk evaluation, and conduct characterized by a person in a professional environment. POSITION LEVEL(S) EXPECTATIONS (if applicable) Title of Private Banking Officer - Officer, AVP, VP, SVP is dependent upon education level, years of experience, and demonstrated ability in the areas listed below: • Track record of business development and client acquisition., • Client Relationship Development – Ability to build client relationships to grow loan and deposit portfolios, as well as refer clients to teammates., • Level of understanding of financial statements, tax returns and risk assessment., • Familiarity with regulatory requirements and compliance standards., • Level of experience with structuring loan requests. SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning. Requirements: QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor’s degree (B.A or B.S.) from an accredited four-year college or university; or related experience and/or training, or equivalent combination and experience. Two – ten+ years of experience in Private Banking, depending upon level (Officer, AVP, VP, SVP). A background screening will be conducted. • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively., • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Must be able to learn and use various software necessary for mortgage loan origination, consumer loan origination, deposit account opening, core servicing system, and other software such as Excel, Word, and Power Point., • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to calculate common industry underwriting factors. (i.e. LTV and DTI ratios)., • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation., • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice. BENEFITS • Medical, Dental, Vision & Life Insurance, • 401K with company match, • Paid Time Off & Recognized Holidays, • Leave policies, • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet), • Employee Assistance Program, • Employee Health & Wellness Program, • Special Loan and Deposit Rates, • Gradifi Student Loan Paydown Plan, • Rewards & Recognition Programs and much more! Eligibility requirements apply. ESSA Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG

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 obtaini

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 obtaini

CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and existing institutional retirement plan clients. Expected to continue financial education and stay abreast of industry trends and planning topics. Chartered Financial Analyst (CFA) designation and/or Certi

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways.Year Up United participants also receive

Establishes individual financial plans based on client financial needs and objectives. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Managem

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways.Year Up United participants also receive

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Design Consultant (In-Home Sales).All County One Day Bath Bath Planet New Jersey $150,000+ per year | Commission Only (1099).All County One Day Bath Bath Planet is redefining bath remodeling by offering stylish, cost-effective, and low-maintenance solutions for homeowners, including those with acc

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Minimal weekday hours required (join for weekends only!).Competitive hourly pay rates & team bonus.Additional terms and conditions apply.At David's Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the wedding dress that matches a pe

Warehouse Customer Service Representative (Conversion).GEODIS specializes in unlocking business value in a complex world, ensuring seamless movement of goods worldwide.As a global third-party logistics provider (3PL), we power A Better Way to Deliver for the world's top brands and manufacturers.Fuel

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

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

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