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Job Description Job Summary: The Chief Programs Officer (CPO) leads efforts to align TPCA’s programs, services, funding, growth, and programmatic staffing to maximize the delivery of meaningful programming to Tennessee community health centers. This team member will oversee TPCA programs and focus fully on leveraging staff expertise and the association’s resources to ensure high-quality support for community health centers. The role leads in grants, program, and budget management as well as building and maintaining relationships, promoting teamwork, and the ability to bring projects from vision to execution. Key Responsibilities: The CPO will work with TPCA staff to develop strategies that: · enhance the capacity and expertise of community health centers · ensure alignment of programmatic efforts across departments · provide leadership and support to program directors · expand programmatic impact through the identification and assessment of funding opportunities · effectively execute TPCA’s Strategic Plan goals Essential Duties: Duty 1: Provide Strategic Leadership and Oversight for TPCA Programs 1. Work closely with program directors and their teams to develop comprehensive strategies and implementation plans for TPCA and programmatic goals., 2. Oversee the coordination and alignment of all TPCA programs, grants, and contracts and promote collaborative relationships between program areas., 3. Work closely with programmatic staff to ensure that TPCA programming, projects, and services are meeting identified needs and bring value to TPCA members., 4. Work with the CEO, program directors, and TPCA Finance Director to develop new program ideas and pilot projects, including financial sustainability planning and integrating successful pilots into staffing plans., 5. Provide oversight for achievement of programmatic-related TPCA Strategic Plan goals and objectives. Assist CEO in compiling quarterly written updates for the TPCA Board of Directors., 6. Represent TPCA on relevant committees and task forces, as well as at speaking engagements, conference panels and training. Duty 2: Leadership and Staff Support 1. Provide day-to-day oversight for Multi-Disciplinary Staff, and TPCA programs. Serve as strategic advisor to TPCA’s program directors as they develop strategies and program activities., 2. Work closely with program directors to engage, encourage, and support professional development and success among team members., 3. Lead efforts to deploy resources efficiently and effectively toward organizational goals, work with staff to balance workload and effort, and provide regular feedback so key staff can continuously improve supervision skills., 4. Work closely with the CEO and TPCA Leadership Team to develop an inclusive, equitable team-based environment to motivate and inspire staff to work collaboratively toward vision and goals. Duty 3: Expand TPCA Program Impact Through New Funding 1. Research and identify new funding opportunities that further TPCA’s strategic priorities., 2. Lead TPCA’s grant application and contract development - oversee the writing, review, budget development and submission of grant and contract applications., 3. Upon receipt of new programmatic awards, oversee start-up activities including staffing and implementation plans, working with TPCA Finance Director to accommodate funding in TPCA’s budget, addressing changes or conditions of award by required deadlines. Duty 4: Grants and Contract Management 1. Oversee and provide day-to-day support and leadership to program directors in the areas of federal, state, and private foundation grant administration., 2. Actively manage select grants, contracts and budgets as directed by the CEO., 3. Provide oversight to program directors to ensure successful contract development and management from procurement, contract negotiation, management and close out., 4. Along with Finance Director, CEO, and program directors, review TPCA contracts and expenditures by funding source; identify potential unobligated balances and develop or revise budgets to reallocate funds and inform the development of the annual TPCA budget., 5. Participate in meetings with Federal and State Grant Project Officers and Grants Management Specialists to ensure TPCA is meeting all grants compliance requirements. Duty 5: Provide Supervision, Support TPCA Policies and Procedures, and Participate in Staff Activities 1. Lead and facilitate effective collaboration among programmatic teams., 2. Complete, review, and approve TPCA-related forms and activities for supervised staff as outlined in the TPCA policies and procedures., 3. Participate in TPCA staff meetings, leadership and other functional teams, and pertinent conferences and meetings., 4. Ensure completion of TPCA-related forms, activities, and documentation within the timeframes set in TPCA procedures., 5. Provide staff support at TPCA events., 6. Perform other tasks and duties as identified by the immediate supervisor. Minimum Qualifications: • High level leadership experience with direct supervision of 5-10 people minimal. A master’s degree in business, administration, public health, program administration, or a related field, or related comparable work experience., • At least seven years of experience in a leadership position in the non-profit, corporate, or public entity field including grants and/or program management experience., • Demonstrated track record of securing funding and managing budgets., • At least five years of team management or supervision experience. Knowledge, Skills, and Abilities: • Knowledge and understanding of federal and state grants management, project management, public health, or primary health care., • Strong people leadership skills and experience, • Multi-layered leadership of team’s experience, • Demonstrates leadership and managerial skills, building and maintaining relationships, promoting teamwork, interpersonal skills, and ability to bring projects from vision to execution., • Demonstrates core competencies in project management, analysis, decision-making, delegation, and ability to adapt to change., • Ability to work with minimal supervision and maximum accountability, organize multiple tasks and meet deadlines., • Ability to manage several projects concurrently and adapt to changes in project requirements and/or the work environment., • Ability to communicate and work effectively with other staff, members, community-based organizations, health center staff, customer/client groups., • Demonstrated cultural competence, awareness of the needs of medically underserved populations, and interest in learning about community-based primary health care systems., • Excellent written and verbal communication skills, including excellent presentation skills., • Professional demeanor., • Proficient in Microsoft Office Suite., • Hybrid work schedule., • Office environment., • Prolonged sitting, use of computer, monitor, and keyboard; occasionally lifting of lightweight boxes., • Travel to health centers, local, and national travel (up to 25%)., • As a member of TPCA’s Leadership Team, the TPCA CPO is entitled to a cell phone allowance, as they are expected to be available to staff at any time. This job description reflects management’s assessment of the functions and requirements of the job. It is a general guideline and not intended to be an exhaustive list of all job elements. It does not restrict management’s ability to reassign or change responsibilities. I have received and read my job description. I understand the requirements of the job and that I am expected to perform other duties as assigned. Powered by JazzHR X0vkeIl3Ep

Job Description Join us as a Senior HR Business Partner and become the go-to HR expert for your market! We're looking for a dynamic HR professional who thrives on building meaningful partnerships with business leaders and making a real difference in employees' lives. In this role, you'll be at the intersection of people and business strategy—partnering with leaders to solve complex challenges, drive talent strategies, and create exceptional employee experiences. You'll have the autonomy to consult, influence, and implement HR solutions that directly impact business success. If you're energized by variety, love collaborating with diverse stakeholders, and want to be a trusted advisor who shapes workplace culture and drives results, we want to hear from you! Essential Duties and Responsibilities • Provide HR consultation to a specific market, acting as a point of contact for employees and managers on HR-related matters., • Partner with business leaders to define and execute HR strategies that align with business objectives and key initiatives., • Support the recruiting process, including job postings and screening resumes., • Maintain accurate employee records in Dayforce., • Collaborate with business leaders to have difficult conversations and help leaders through complex HR situations., • Navigate complex Employee Relations matters including investigations., • Manage policies, activities, and staff of the HR department for assigned market or region., • Assist with analyzing HR data to identify trends, track performance, and inform decision-making., • Guide, train, and direct managers and employees on appropriate federal and state legal compliance (FMLA, ADA, EEOC, etc.)., • Collaborate with HR Directors to develop and implement talent acquisition, development, and retention strategies for their market., • Support cyclical HR processes including performance management, compensation planning, and employee engagement initiatives., • Assist in identifying and addressing long-term HR challenges and opportunities with HR leadership., • Plan, execute, and manage HR projects effectively for assigned business area., • Maintain compliance with federal, state, and local employment laws and regulations, and recommended best practices; communicate policies and practices., • Build relationships across all levels of the organization and influence stakeholders on HR matters., • Performs other duties and responsibilities as assigned. Qualifications • Bachelor's degree or higher required., • 8+ years of Human Resources-related experience., • HR certification (PHR, SPHR, SHRM-CP, or SHRM-SCP) preferred., • Mentor mentality to support more junior HRBPs., • Basic understanding of business operations, financial performance, and competitive landscape., • Strong ability to plan, execute, and manage HR projects effectively., • Excellent communication skills with proven ability to lead difficult conversations at all organizational levels., • Demonstrated ability to build relationships and influence stakeholders., • Strong understanding of federal and state employment laws and compliance requirements., • Proficiency with HRIS systems; experience with Dayforce preferred., • Advanced Microsoft Office Suite skills, particularly Excel., • High level of integrity and discretion, with demonstrated experience handling confidential and sensitive information responsibly., • Strong organizational skills and attention to detail., • Excellent time management skills with a proven ability to prioritize and meet deadlines. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: . All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Job Description Client Relationship Manager High‑Touch Client Service • Relationship‑Driven • Fast‑Growing Advisory Team We’re looking for a Client Relationship Manager who loves building relationships, anticipates needs before they’re spoken, and takes pride in delivering an exceptional client experience. This role is perfect for someone who thrives in a fast‑paced, people‑focused environment and wants to play a meaningful part in helping clients feel confident, supported, and understood. You’ll work closely with advisors to ensure clients receive seamless service from onboarding through long‑term relationship management. If you’re the kind of person who remembers details, stays organized under pressure, and genuinely enjoys helping people, you’ll excel here. What You’ll Do Be the heartbeat of the client experience. You’ll support advisors and clients through high‑touch communication, proactive problem‑solving, and exceptional follow‑through. Client Service & Communication • Serve as the primary point of contact for client questions regarding financial plans, insurance, and investments, • Respond quickly and professionally to client inquiries via email and phone, • Execute service tasks such as beneficiary updates, bank changes, draft adjustments, and confirmations, • Manage advisors’ inboxes and ensure nothing falls through the cracks, • Lead weekly meetings with advisors to review open cases, onboarding progress, and roadblocks, • Track advisor progress toward premium, new client, and AUM goals, • Guide new clients through the onboarding process with clarity and warmth, • Gather required information and streamline account openings and insurance applications, • Handle scheduling for annual reviews and reschedules, • Attend client meetings when appropriate to support the advisor and client relationship, • You’re a natural relationship‑builder who enjoys helping people, • You communicate clearly, warmly, and professionally, • You stay organized, even when juggling multiple priorities, • You’re proactive — you see what needs to be done before someone asks, • You’re comfortable working in a fast‑paced environment, • You’re detail‑oriented and take pride in accuracy, • Associate Financial Representative contract, • Series 7 and 63 Clients trust their advisors with their financial lives — and you are the person who ensures they feel supported, informed, and cared for every step of the way. You’ll have a direct impact on client satisfaction, advisor success, and the overall growth of the firm.

Job Description PYA is seeking a Consulting Senior Manager focused on Forensic Services to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. This individual will join PYA’s collaborative Consulting Department which serves clients in all 50 states. RESPONSIBILITIES • Manage forensic accounting projects for PYA clients, evaluating the following:, • Assess potential fraud risks, • Propose effective investigative strategies, • Convey complex financial information clearly and concisely, both verbally and in writing to PYA clients, • Provide assistance with litigation support matters as needed, • Develop and present quality work products, • Serve clients as a trusted advisor, develop and maintain strong relationships, understand their needs, and provide tailored solutions, • Lead a team of consultants, fostering an environment of continuous improvement and professional growth, • Assist in business development initiatives through development and expansion of client relationships, utilization of professional networks, and participation in business and industry organizations QUALIFICATIONS • 7+ years of accounting, auditing, or financial investigation experience at a professional services and/or consulting firm preferred, • Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and/or Certified in Financial Forensic (CFF) required, • Experience with business valuation and litigation support a plus, • Proven project management skills, with a track record of successfully leading large-scale projects, managing timelines, and ensuring deliverables meet compliance and business objectives, • Demonstrated problem-solving skills, with a strong ability to translate complex data and compliance requirements into actionable business insights, • Exceptional communication and interpersonal skills, capable of effectively managing client relationships and leading diverse teams., • Ability to work irregular hours during investigations or legal proceedings About PYA: PYA, a leading independent professional services firm, serves clients across the United States with expertise in consulting, accounting, audit, tax, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. PYA is also a member of HLB, the global accounting and advisory network, with affiliate firms in over 150 countries. Learn more about The PYA Way. Why PYA? • Be part of a dynamic and collaborative team that values innovation and excellence, • Work with industry leaders who are committed to professional growth and client success, • Competitive compensation, comprehensive benefits, and opportunities for career advancement

Execute financial aid and private loan activities Implement financial aid policies and procedures Ensure financial aid compliance Work together with the Campus Director, Enrollment Advisor and Student Services to ensure high customer service standards Perform administrative functions and complete ma

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. Advises clients and prospective clients with a focus on analyzing objectives and risk toleran

Job Description Sands Investment Group (SIG) is hiring a driven Commercial Real Estate Advisor to join our team. Whether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. This is a 100% commission based role built for competitive entrepreneurial professionals ready to grow. Our top advisors earn 100K-250K within their first 12-24 months. Why Join SIG? • National Platform with $10.1B in closed transaction, • Lead gen tools, research systems, and full time marketing engines built by brokers, • Personalized mentorship programs with Managing Directors and top producers, • Access to $1.5B in active national inventory, • Collaborative and competitive culture helping you win deals What You'll Do • Generate and qualify leads through outbound outreach and prospecting, • Oversee the full sales pipeline: listings, marketing, negotiations, LOIs, PSAs, and closings, • Collaborate with your team and and marketing staff to bring listings to market, • Produce Broker Opinions of Value (BOVs), pull relevant comps, and pitch properties, • Own and grow key relationships with investors and property owners Who You Are • 2+ years of experience in real estate sales, or cold calling, • Hungry to build a 6 or 7 figure business in commercial real estate, • Licensed Real Estate agent, or actively pursuing licensing, • Fluent or experienced with CRM systems, research platforms, and financial tools, • A culture fit: Collaborative, Coachable, Communicative, and Consistent Compensation • 100% Commission-based Role, • Advisors typically earn 100k-250k in their first two years, • Includes access to national inventory, CRM, marketing engine, training and mentorship Office Location • Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. rwa79yb2Ff

Job Description Sands Investment Group (SIG) is hiring a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business This is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow. Top performers are earning 300K-1M+ annually. Why Join SIG? -National Platform with $10.1 billion in closed transactions -Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers -One-on-one mentorship with Managing Directors and senior producers -Access to $1.5 billion in inventory What You'll Do -Drive lead generation and nurture relationships with investors and property owners -Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings -Collaborate with your team and marketing staff to bring deals to market -Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities -Own key accounts and client relationships within your product specialization Who Are You -5+ Years in commercial real estate, or investment sales -Proven closer or producer looking for a stronger platform -Licensed Real Estate Agent or actively pursuing licensing -Comfortable with CRM systems, data tools, and financial analysis -A culture fit: Collaborative, Coachable, Communicative, and Consistent Compensation -100% commission-based role, no cap on earnings -Senior Advisors earn 150K-300K with top performers exceeding 500K+ -Includes access to SIG's national inventory, CRM, marketing systems, and training Office Location Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia

Job Description One of the largest and oldest financial institutions in the US has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We are inviting you for a conversation about this role. As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on wealth and estate planning, investments, banking, credit, real estate, insurance, charitable giving, and fiduciary administration. In addition, we have specialized capabilities in business-sale advisory and pre-transaction planning. The PWA is responsible for identifying, closing, and deepening client relationships. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships. The Private Wealth Advisor is responsible for growth through internal and external sales and the development of new client relationships within the Wealth Management branch. You will have access to a complete team of specialists, who support you and your efforts by providing deeper knowledge in their respective areas of expertise. Your role is to act as a conduit within the Private Wealth Management team's strategic partners in the region. Key Responsibilities • Conduct comprehensive, in-depth client financial assessments to determine financial goals, risk tolerance, and investment preferences., • Design and implement customized wealth management strategies, including investment management, estate planning, tax optimization, and retirement planning., • Monitor financial plans and investment portfolios, making key adjustments based on market trends and client needs., • Collaborate with internal teams, including tax specialists, estate planners, and legal advisors, to offer holistic financial solutions., • Identify new business opportunities and expand the client portfolio through networking, referrals, and strategic partnerships., • Ensure compliance with regulatory requirements and maintain ethical financial practices., • Stay informed about industry trends, market developments, and financial products to provide the best advisory services. Qualifications • Bachelor's degree in finance, Business, Economics, or equivalent work experience in this field., • Established network with strong relationship management, networking, and business development skills., • Experience profiling clients and formulating customized strategies to address their needs., • Experience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients., • Demonstrated success in specific client segments or verticals, especially among individual accounts which have investible assets of $3-500 Million, per client, and the ability to manage numerous clients of that size., • A holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists., • Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication., • Professional designations, such as CFA or CFP, are highly preferred. Also helpful is National Mortgage Licensing System (NMLS) registration., • Established local network of clients with strong relationship management, networking, and business development skills., • A passion for problem-solving and acting as a strategic advisor., • Ability to make critical decisions independently and act as a business owner., • Sophisticated knowledge of investment strategies, financial planning, estate planning, and risk management. Benefits This position offers best-in-class resources and guidance to suit client needs, provide flexibility in your practice, and the tools you need to as a financial professional to reach the next level. By extending this to you, we hope you will at least explore a conversation with us. • Hybrid/flexible work schedule with the expectation of being in-office 3 or more days per week but the flexibility to work outside the office location for the other days., • Generous compensation package and transition package., • Exclusive high-net-worth client platform and tailored investment solutions., • Cutting-edge wealth management tools to enhance your practice., • A collaborative, client-first culture that fosters success., • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holidays per year, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. pR1eVzPTi1

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Tru

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. Additional credentials such as the Cer

Pinnacle Financial Advisor Position. A financial advisor should demonstrate commitment to delivering distinctive service. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent w

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. 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 financi

Senior Financial Advisor (RIA). Required: 10+ years of experience as a financial advisor. Advisors operate within a team-based structure supported by internal experts across investments, compliance, and operations, allowing them to focus on client relationships and high-level advisory work.

Has two years experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services). Achieved addi

Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure un

Thrivent Financial is seeking a dedicated professional to collaborate with financial advisors in Nashville, TN. The ideal candidate will have experience hiring financial advisors, a track record of driving sales success, and proficiency in Thrivent's financial tools, including Salesforce. You will e

A financial services company is seeking experienced and newly licensed Life Insurance Agents to work remotely.

Investment Executive (Financial Advisor) Nashville, TN. May handle large book of clients with more complex financial profiles. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial

Expertise in financial strategy, fundraising, and scaling operations in a fast-paced environment is essential, as is a deep understanding of GAAP/IFRS, financial modeling, and relevant financial tools. The Company is in search of a CFO Advisor to provide high-level strategic financial guidance durin

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

A financial services firm is seeking a Financial Wellness Consultant to deliver high-quality financial education to clients and participants. This position emphasizes personalized financial planning and education, ensuring clients achieve their financial goals. The ideal candidate will have over 5 y

A minimum of two (2) years of federal student financial aid experience (global service experience a plus). Provides assistance to students applying for enrollment to Remington College and offering financial assistance options. Assists student questions when applying for financial aid and provides th

A leading AI technology company is looking for a Financial Advisor to join their remote team. This role offers flexibility to work full-time or part-time, helping to train AI models to better understand financial principles.

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry,

Fortune 100 Financial Firm/Insurance Company Seeking Financial Advisors Our Fortune 100 client is seeking experienced financial advisors that are looking to grow or transition their career! If you have exhausted your personal network and are struggling to find new clients, this is the company for yo

A Fortune 100 financial firm is seeking experienced financial advisors who wish to grow or transition their careers.

We are looking for a Financial Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to financ

Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets. Retirement Plan Financial Advisor. As a Financial Advisor, you'll be at the for

Bank of America Financial Advisor. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, m

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. Knowledge of financial industry, financial products, and financial planning concepts. This individual will partner with a Wea

A financial services firm is seeking candidates for part-time, remote roles. Responsibilities include conversing with clients to create effective financial strategies and building long-lasting client relationships.

A financial services firm is seeking a passionate individual ready to conduct virtual consultations with clients. The role emphasizes flexibility, allowing you to work from home and manage your schedule while focusing on client relationships and financial well-being.