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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Leads a team of Data Scientists responsible for identifying, scoping, and translating business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. Works with business leaders to ideate, valuate, and scope projects to meet business needs. Manages the team’s projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the team’s model inventory and ensures compliance with USAA model risk policies and regulatory expectations. Influences the future of data science at USAA by conducting research on the latest technologies and driving adoption of those technologies. As a dedicated Director, Data Scientist, you will lead a team of Data Scientists responsible for identifying, scoping, and translating business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. Works with business leaders to ideate, valuate, and scope projects to meet business needs. The incumbent will also manage the team’s projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the team’s model inventory and ensures compliance with USAA model risk policies and regulatory expectations. The person will be responsible for influencing the future of data science at USAA by conducting research on the latest technologies and driving adoption of those technologies. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is available for this position. • Acts as advanced analytics thought leader and advisor to the business to shape strategies that drive competitiveness and differentiation., • Influences business, data, and technology leaders to invest, sustain and expand advanced analytical capabilities by actively participating in strategy, planning, and budgeting exercises., • Leads and develops team to build and deploy various advanced analytical solutions in an agile and collaborative environment across business, data, and technology organizations. Enables team’s success by simplifying processes across the model development lifecycle and driving automation., • Identifies, scopes, and manages complex analytical projects in collaboration with business stakeholders, often translating results to non-technical business executives., • Champions and manages efforts to deliver business insights via scalable, automated solutions using machine learning, simulation, and optimization., • Responsible for ensuring all modeling and machine learning solutions adhere to industry standards, model risk policy, and regulatory expectations., • Partners with enterprise analytical and IT teams to build USAA core capabilities and processes., • Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts., • Builds and oversees a team of Data Scientists through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities., • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: • Bachelor’s degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree., • 8 years in predictive modeling, model governance, machine learning and large data analysis., OR Advanced Degree (e.g., Master’s, PhD) in Mathematics, Statistics, Data Science, Computer Science, or related quantitative STEM field (Science, Technology, Engineering and Math) field and 6 years in predictive modeling, model governance, machine learning and large data analysis., • 3 years of direct management experience., • Strong communication skills; demonstrated ability to interpret and translate complex technical information to diverse audiences., • Experience with various languages, applications, and technologies (such as SQL, Python, R, Spark, Hadoop etc.) commonly associated with delivery of Data Science solutions., • Experience in developing and reviewing modeling solutions based on broad range of techniques – e.g., linear and logistic regressions, time series methods, survival analysis, support vector machines, neural networks, decision trees, random forests, gradient-boosting methods, deep learning, k-means and other clustering methods, simulation methods, or other advanced techniques., • Demonstrated ability to apply best practices in modeling and machine learning techniques to solve business problems., • Demonstrated ability to write and review complex technical documentation, communicate modeling insights and technical details to business leaders, technical and non-technical audiences., • A strong track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent)., • Deep technical skills, consulting experience, and business savvy to interface with all levels and disciplines within the organization. What sets you apart: • Demonstrated leadership across diverse data science teams with a focus on delivering results in banking and financial services., • Strong communication skills with the ability to influence stakeholders and align cross-functional teams., • Deep understanding of model governance, regulatory expectations and best practices in AI/ML deployment., • Proven track record of developing talent fostering collaboration and driving strategic data science initiative across the organization. Compensation range: The salary range for this position is: $189,370 - $361,950. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Our Company: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day: As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. What you'll bring to the team...: • Build year-round client relationships, • Provide tax preparation, tax audit support and tax planning year-round, • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email), • Generate business growth, increase client retention, and offer additional products and services, • Provide clients with IRS support, • All certification levels can provide tax notice services, • Circular 230 associates can provide audit representation, • Grow your tax expertise, • 5+ years of tax experience, • Experience completing individual tax returns, • Tax planning and audit support, • Ability to effectively communicate in person and virtually, • Comfort working with virtual tools – video conferencing and chat, • Experience working in a fast-paced, supportive environment, • Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent, • Must complete continuing education requirements and meet all other IRS and applicable state requirements It would be even better if you also had...:, • CPA or Enrolled Agent certification, • Experience completing business tax returns, • Experience conducting virtual tax interviews, • Sales and/or marketing experience, • Employee Assistance Program with Health Advocate., • Wellbeing program, BetterYou, to help you build healthy habits., • Neurodiversity and caregiver support available to you and your family., • Various discounts on everyday items and services., • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. The Community You Will Join: At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you’re looking to make an impact, H&R Block is the place for you. *Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Sponsored Job: #66505

This role is not open for submissions from outside staffing agencies Regional Envision Project Manager (Must have glass industry experience and strong shower and commercial entrance product experience) Salary range: $90-$115,000 Trulite is GROWING! We are looking for a Regional Envision Project Manager for the Sunbelt Region of our glass division. Must reside in Florida, Texas, Alabama, or willing to relocate. This position requires up to 75% of travel. Away 2-3 weeks a month. WHO YOU ARE: A detail-oriented and organized professional with a knack for customer service and a passion for business development and sales. Known for your reliability, you thrive in fast-paced environments where deadlines matter. You possess excellent time-management skills and are adept at juggling multiple projects without losing focus. Your strong interpersonal and communication skills make you an effective collaborator across departments. You approach challenges with a problem-solving mindset and are committed to establishing and maintaining a high performing team. With your strong knowledge of shower and commercial entrance products, you ensure the All Glass Entrance program in the Sunbelt region runs smoothly and is top-tier. WHAT YOU WILL BE DOING: • Establish a high performance regional Envision team through leadership, coaching, counseling, and mentoring., • Attend sales calls with outside sales representatives as the technical expert to build relationships, educate customers, gain trust, and increase orders., • Lead project planning meetings with customers to prepare plans that will enable the project to execute successfully., • Be the all glass entrance technical advisor for the region answering questions regarding products and services., • Foster a culture of platinum level customer service., • Coach team members to improve performance and engagement with customers. Identify below average performance, analyze, and correct to achieve acceptable results., • Develop plans and actions to achieve and exceed KPI goals., • Provide mentoring and training to estimators and team members., • Collaborate with other branch/regional locations to resolve problems, facilitate solutions, and support with quotes/entry as needed., • Conduct training seminars on Envision products and services for sales teams in the region., • Conduct follow-up visits/phone calls as necessary with customers who have concerns or questions., • Handle or refer complaints of product or service failure to the appropriate team for investigation., • Perform other related duties and provide support to other teams as assigned by management. SKILLS YOU BRING: • High school diploma or equivalent required. Bachelor's Degree preferred., • Experience in project management and estimating with entrance products., • Minimum five (5) years of customer service work experience required., • Must possess a strong knowledge of shower and commercial entrance products., • Ability to travel 75% of the time, with peak periods of higher travel., • Excellent communication (written and oral), interpersonal, conflict management, and time management skills., • Must be able to manage multiple projects simultaneously, be organized, efficient, accurate, and detail-oriented., • Must be proficient in Microsoft Office Suite or related programs., • Ability to calculate discounts, interest, commissions, fractions, proportions, percentages, area, circumference, and volume., • Ability to apply concepts of algebra and geometry., • Ability to read blueprints preferred., • CAD background preferred. Why Trulite: Trulite offers the most comprehensive benefits coverage in the industry. We give our employees immediate access to health, dental, vision, and life insurance benefits, as well as provide short/long-term disability coverage to protect you financially if a non-occupational injury occurs. We are pleased to offer a comprehensive wellness initiative that includes access to a progressive financial training program. Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever-improving financial plan. This is also true for those who select and contribute to their Health Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continue to grow until needed. The employer match for your HSA, if you choose to participate, is also vested immediately at 100% improving your financial health. Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical well-being but also your financial health and welfare. Let us show you why Trulite values you as an employee and how we will help you achieve financial independence. We are an Equal Opportunity Employer. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.

Job Description Company Overview: At Executive Financial Partners, we’re proud to provide supplemental health insurance solutions that protect hardworking families, individuals, and small businesses when life takes an unexpected turn. Our mission is simple: to serve with integrity, deliver results, and stand by the people and communities we represent. We believe in discipline, hard work, and doing what matters most. As we continue to grow into new markets, we’re searching for motivated professionals who take pride in their work, embrace challenges, and are ready to build something that lasts—for themselves and for the people they serve. Position Description: We’ll give you the tools, training, and mentorship you need to succeed, no matter your background. From day one, you’ll learn directly from seasoned professionals and gain real-world experience that sets you apart. Sales experience is not required—what matters most is your ambition, resilience, and commitment to doing the job right. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description Position Summary The Director, Total Rewards is responsible for optimizing the design, implementation, and management of the company’s global total rewards programs and HR technology and process improvement roadmap. This includes, benefits, compensation, the HRIS platform and all employee life cycle processes. This role will ensure that the organization’s total rewards strategies are competitive in order to attract and retain talent and enable a culture of high performance that embodies the company’s values and goals. And this role will be instrumental in leveraging technology and process improvement skills to optimize process in order to create a stellar employee experience and efficient HR operations organization. This individual reports to the Chief People Officer, is a key member of the HR leadership team and may have interface with the Board of Directors. Key Responsibilities Strategy & Execution • Develop and lead the overall global compensation and benefits strategies to support the organization’s business objectives and diverse workforce. This includes executive, general and sales compensation., • Lead market analysis, benchmarking, and workforce analytics to inform strategies and make decisions based on data., • Develop business cases for and manage implementation of people related investments such as wage adjustment, shift differential strategy, merit strategy, bonus and other incentive design., • Develop a comprehensive benefits portfolio of offerings that is competitive, modern, and easy for employees to access. This includes medical, dental, wellness, retirement and time-off., • Design and develop short and long-term technology enhancements that will optimize HR Operations, gain efficiencies, manage investment and costs, and enable a stellar employee experience. This includes refreshing the current HRIS system and taking advantage of automation and emerging tools., • Manage compensation, benefits and any rewards budgets and analyze financial impact., • Manage a People Scorecard with metrics that impact the business, • Drive continuous improvement initiatives and bring a process-improvement mindset to the HR team., • Use data-driven insights to evaluate the effectiveness and competitiveness of the total rewards programs and make recommendations as appropriate., • Assist in gaining alignment and support for the above through effective partnership with business leaders, senior members of the finance and IT organizations and HR business partners., • Stay abreast of evolving country, state and provincial laws that impact compensation, benefit and HR policy and practice., • Ensure all programs comply with country, federal, state, and local laws and regulations. Current geographies include the United States, Canada, and the Netherlands., • Serve as a trusted advisor to HR and senior business leadership on all aspects of total rewards and technology., • Partner with HR leadership and business leaders to align strategies with organizational objectives., • Lead, mentor, and develop the team, fostering a collaborative, high-performing work environment., • Represents the company in a professional manner and upholds the highest standards of ethical business practices and socially responsible conduct in all interactions with other employees, customers, suppliers, and other third parties. Qualifications and Attributes • 10+ years of progressive experience in benefits and total rewards, • Expertise in benefits packages to include medical, dental, vision, retirement, and well-being programs. Experience with reference-based-pricing and non-traditional medical plans is a plus., • Expertise in maintaining effective compensation for an hourly workforce through wage analysis to balance competitive pay and internal pay equity. Experience owning the annual merit increase process and maintaining a management incentive program., • Strong analytical skills and ability to relay complex information in a succinct and understandable format to support recommendations and decision-making., • Experience selecting and managing external vendor relationships, RFP’s, benefits, compensation, and total rewards design programs., • CCP, CBP, or CEBS preferred, • Strong knowledge of relevant laws and regulations (e.g., FLSA, ACA, ERISA, etc.)., • Knowledge of California and Canadian employment laws a plus., • Demonstrated ability to influence and partner with executive leadership and key stakeholders., • Excellent analytical, problem-solving skills with attention to detail and a process improvement mindset., • Strong communication skills with ability to relay complex information in understandable way., • High EQ with strong interpersonal skills; ability to work well with others and help them work well with each other., • Ability to lead and mentor others in a team environment, • Self-starter yet inclusive in setting strategy and direction., • Advanced critical thinking and problem-solving skills, • Ability to travel approximately 15-20% Education Bachelor’s degree in Human Resources, Business Administration, Finance, or a related field. Master’s degree highly preferred.

Job DescriptionJob descriptionFinancial Advisor / Registered Representative / Agent Career Description: Financial Advisors help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies LLC and NYLIFE Securities LLC, our Financial Advisors offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products and impeccable service. Financial strategies may include but are not limited to: risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice.You will be in business for yourself - but never by yourself. Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 61 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2015. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep ®. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency Benefits:401(k)401(k) matchingDental insuranceDisability insuranceFlexible scheduleHealth insuranceHealth savings accountLife insurancePaid time offParental leaveProfessional development assistanceRetirement planTuition reimbursementVision insurance Schedule:Monday to FridayWeekends Supplemental pay types:Bonus payCommission pay

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with The Vrana Network - Northwestern Mutual! Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Meet some of our local team, many who have excelled in athletics: Brian Vrana, Managing Partner: • How long with NM? 23 years, • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Fernando Suarez, Managing Director:, • How long with NM? 40 years, • Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston., • Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry.Cathy Suarez, Associate Managing Director:, • How long with NM? 9 years, • Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits., • Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities.Chris Radliff, Growth and Development Director:, • How long with NM? 8 years, • Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development., • Passionate About? Being with his fiance, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching.Grisel Lopez, Growth and Development Director:, • How long with NM? 4 years, • Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures., • Passionate About? Spending time with her husband and three kids, practicing jiu-jitsu (her family does it together), and supporting others in the community. She and her family moved to Texas from Chicago in 2021. Grisel is passionate about health, fitness, and fostering positive change within her community.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Leverage Your Communication Expertise: Educators and coaches excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures. Your ability to explain concepts and foster growth will directly translate into helping clients achieve their financial goals., • Build Lifelong Relationships: As a coach or educator, you've built long-lasting relationships. In financial services, you can continue that by maintaining close connections with clients, helping them at every stage of life and supporting their evolving financial needs., • See the Impact of Your Work: Just as youve witnessed the difference you made in the classroom or on the field, this career offers the chance to see how your guidance positively affects clients' lives now and in the future., • Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities, allowing you to earn more while making a true impact on peoples financial futures.Meet Our Local Leaders: Brian Vrana, Managing Partner: • How long with NM? 23 years, • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Fernando Suarez, Managing Director:, • How long with NM? 40 years, • Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston., • Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry.Cathy Suarez, Associate Managing Director:, • How long with NM? 9 years, • Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits., • Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities.Chris Radliff, Growth and Development Director:, • How long with NM? 8 years, • Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development., • Passionate About? Being with his fiance, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching.Grisel Lopez, Growth and Development Director:, • How long with NM? 4 years, • Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures., • Passionate About? Spending time with her husband and three kids, practicing jiu-jitsu (her family does it together), and supporting others in the community. She and her family moved to Texas from Chicago in 2021. Grisel is passionate about health, fitness, and fostering positive change within her community.About Us: At Vrana Network - Northwestern Mutual, our mission is to make a meaningful impact on every life in South Central Texas by inspiring action, maximizing potential, and building lasting legacies. Driven by values of innovation, gratitude, excellence, and transparency, we foster a collaborative culture focused on growth and client dedication. As one of the fastest-growing teams in the country, we value heart, grit, and determination over experience, providing mentorship and comprehensive training. We are also committed to giving back, supporting local organizations like Alexs Lemonade Stand to positively impact our community. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Position Responsibilities for a Financial Representative: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description About Company: MISSION STATEMENT Our school’s mission is to provide a quality educational system to prepare students to pass the state board examination and gain entry level employment within their chosen field of study. We are passionately committed to providing a solid educational foundation to empower our team in the pursuit of excellence and we strongly believe that when people come first, success will follow. "Our purpose: To develop technically strong professionals who have been given the skill set to be successful in the industry. " About the Role: The Admissions Advisor will provide information to potential students and their families about the admissions process, the admission requirements, the available programs of study, and the school and its facilities and resources. The Admissions Advisor is responsible to schedule both in-person and virtual meetings to facilitate tours of the school facility. He or she assists with organizing and participates in recruitment events, such as the National Open House and high school career fairs. He or she is responsible for developing and delivering enrollment and financial aid training via virtual and/or on-site, in-person events to support ongoing training efforts. A successful candidate will have strong communication and presentation skills to ensure that prior to a prospective student’s commitment to enroll, the prospective student fully understands the requirements for admission, realizes the program expectations, and has complete and accurate information about available resources. He or she must also have an unwavering commitment to providing exceptional customer service, following the law, and abiding by diversity, equity, and inclusion policies. Minimum Qualifications: • At least 5 years of experience in admissions or enrollment management within an educational setting., • High school diploma or equivalent (Associate’s or Bachelor’s degree preferred)., • Experience in admissions, sales, customer service, or a related field., • Strong interpersonal and communication skills with the ability to connect with diverse individuals., • Ability to multitask and work in a fast-paced environment., • Passion for the beauty industry and helping students achieve their goals., • Proficiency in Microsoft Office and CRM software is a plus., • Conducts and leads tours for prospective students and their families, • Understands and follows all policies and procedures, • Understands and follows the lead management workflow and admissions process, • Knows and understands the school’s educational programs, • Provides prospective students and their families with appropriate, accurate, timely, and clear information Attends daily and weekly Team Huddle, Town Hall, and staff trainings, • Conducts professional development training for current students, • Updates and manages the lead database in the CRM, • Follows up with prospective students via phone, text, and email, • Follows communication procedures, guidelines, and policies, • Works with teams to promote best practices, • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community, • Ability to develop and deliver presentations, • Ability to communicate effectively, both orally and in writing, • Knowledge of programs/services available to the students, • Knowledge of customer service standards and procedures, • Knowledge of community outreach practices, • Ability to process computer data and to format and generate reports, • Knowledge of student recruitment and retention issues, • Ability to interpret, adapt, and apply guidelines and procedures, • Ability to investigate and analyze information and draw conclusions, • Ability to work effectively with diverse populations, • Ability to evaluate student transcripts and/or records

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that protect families, individuals, and small businesses when they need it most. Our team combines a commitment to service with a drive for excellence—always focused on delivering results for our clients while making a real impact in the communities we serve. We value skill development, discipline, and a high standard of performance, but we also believe in doing work that matters. As we expand into new markets, we’re looking for motivated professionals who are eager to grow, thrive in a competitive environment, and take pride in helping others safeguard their future. Here, you’ll have the opportunity to build a career where your success and your clients’ well-being go hand in hand. Position Description: Here, you’ll be trained and mentored by some of the most accomplished professionals in the industry. We invest heavily in your growth—equipping you with elite-level training, proven strategies, and the support you need to excel. No prior sales background is required; what matters most is ambition, resilience, and a commitment to raising your own standards. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description Summary The Sales Program Advisor is responsible for handling the Care Center’s inbound calls, selling Smart Start’s products, and making outbound calls ranging from routine requests to complex situations requiring resourcefulness, professionalism, and efficient resolution simultaneously. Tasked with providing stellar internal and external client service and will uphold Smart Start’s credible reputation in the alcohol monitoring community. Responsibilities • Sell products, programs, and services to callers using a Consultative Sales approach., • Provide product and service information to callers and clients. ▪ Answer incoming calls and respond appropriately., • Identify, research, and resolve client’s complaints using applicable resources appropriately., • Partner internally and externally with a positive and collaborative attitude and professional communication., • Identify and escalate issues appropriately., • Route calls to appropriate resources., • Conduct follow up client calls when necessary, • Upsell products, programs, and services to existing clients. ▪ Manage correspondence efficiently, responding to inquiries accurately, and tracking issues accordingly., • Gather data from multiple technology systems. ▪ Handle documents utilizing various office equipment., • Adhere to company policies, procedures, and expectations of confidentiality. ▪ Provide general Care Center support as needed., • Bilingual proficiency in English and Spanish (spoken and written) is required. Candidates must demonstrate the ability to communicate clearly, professionally, and effectively in both languages across verbal and written formats. This includes translating documents, engaging with clients or team members, and providing customer support or services in both languages., • High school diploma or equivalent, • 6+ months relevant experience, • Computer skills including Microsoft Office suite: Word, Excel, and Power Point, • Professional verbal, non-verbal, and written communication skills, • Strong attention to detail and sense of urgency for successful multitasking, • Courteous yet courageous interpersonal skills, • Adaptability and resourceful thinking for potentially challenging or high stress situations The Sales Program Advisor Role at Smart Start offers the following: • Hourly-rate pay along with uncapped, performance-based commissions and bonuses, allowing you to maximize your earning through your own hard work and achievements, • A comprehensive health plan that includes medical, dental, and vision coverage to ensure you and your family have access to the care you need, • A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Job Description Company Overview: Executive Financial Partners provides supplemental health insurance solutions that protect families, individuals, and businesses from the unexpected. We combine industry expertise with a straightforward, client-first approach—delivering real protection. We’re growing into new territories and seeking disciplined individuals who want to take ownership of their career and work in an environment where performance is recognized and rewarded. Position Overview: We hire for potential, not just experience. You don’t need a background in sales—our training program covers licensing, product knowledge, and proven client acquisition strategies. What matters is your ability to follow a system, communicate clearly, and stay consistent. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications: * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer: * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

JOB SUMMARY Contribute to the success of the organization and sales distribution site by effectively using sales techniques and processes to convert prospective owners into purchasers as well as reload Owners. Support Sales Executives by performing sales closings as part of a Take-Over process or when the Sales Executive is not licensed to perform closings on their own. Develop relationships with prospective owners by soliciting and following up on referrals and leads. Cater the sales experience to the individual needs and preferences of each potential owner, and follow through with the sales contract process to ensure that all required paperwork and legally required documents are completed accurately and in a timely manner. Maintain the customer relationship after the sale is complete to ensure continued owner satisfaction with the organization and to develop future business opportunities (i.e., reloads, referrals, additional sales). Provide mentoring, coaching, consultation and feedback to Sales Executives on a regular basis. May also be responsible for delivering specific training opportunities as required and directed by sales management. CANDIDATE PROFILE Education and Experience Required: High school diploma or GED, Proficiency in English (additional language required for certain positions), Incumbent is required to maintain an active and in-good standing professional Real Estate License where mandated by law. Preferred: One-year related experience Successful Candidates Will Be Willing To: Work at night (occasionally), Must be willing to work weekends and holidays as required by business needs. JOB SPECIFIC TASKS Support Sales Executives: Perform sales closings as part of a Take-Over process. Perform sales closings for Sales Executives who are not licensed to perform a closing on their own. Assist less experienced Sales Executives with the contract closing process. Provide coaching and feedback to Sales Executives on a regular basis. Work with less experienced Sales Executives to improve their sales process, strategy, script and presentation skills. This may include providing specific training opportunities on a one to one basis or in a group setting as required and directed by sales management. May be required to conduct ride-a-longs to provide feedback on sales executive performance and report back to sales management. Building and Maintaining Customer Base: Answer owner questions regarding use of properties and location amenities; make recommendations given the background information obtained on the owner through discovery. Follow up on referrals/leads from owners. Fulfill requests from owners or prospects regarding pricing, property maps, property descriptions, room locations, and portfolio/network information. Contact owners to monitor satisfaction, make aware of upcoming promotions, and develop business opportunities (e.g., reloads, referrals). Develop and maintain records on customer contacts and use that information to support effective follow-up opportunities. Monitor contract processing to minimize rescission decisions, provide comprehensive owner assurance and ensure timeliness of closings. Giving Sales Presentations: Follow and adhere to the Consultative Sales Process when presenting to owners and guests. Establish trust with the prospective owner and Owners throughout the entire sales process to build on-going rapport. Discover the needs of prospective owners and Owners through a series of strategically layered questions/discussion and utilize the information to customize the sales presentation. Provide prospective owners and Owners a Sales Gallery, Property and Model tour specific to their sale distribution site. Explain the features, advantages and benefits of the product and advocate the appropriate amount of points to accommodate the prospective owners and Owners current and future vacation needs. Complete and close the sales contract process by ensuring all required/legal paperwork and documents are signed and notarized. Practice and continue to develop and improve sales script and presentation. Ensure clear understanding of financing options and present as an approach to ownership. Prepare for daily appointments/tours (e.g., review tour sheet, owner history, presentation details, etc). Follow up face-to-face guest interaction with email, phone, or mail correspondence and facilitates use of Vacation Ownership Advisor. Answer Owner and customer questions regarding product information, servicing issues, construction work, financing, maintenance, repairs, and appraisals. Use, demonstrate, and/or coordinate virtual tour (eTour) software for guests. Conducting and Managing Business Transactions: Assure complete and accurate processing of documents pertaining to sales. Review details of contracts with prospective owners and Owners once they decide on purchase. Thoroughly review loan applications and financial documents with the customer and ensure completed properly. Work with Sales Management to minimize cancellations, provide comprehensive owner assurance and ensure timeliness of closings. Analyze problems and formulate a strategy and plan to overcome challenges of getting work done quickly with a high degree of quality. Complete purchase summary worksheet at end of each sale. Reach out to and influence Legacy Owners and Every Other Year (EOY) Owners to enroll, upgrade and maximize all reload opportunities. Providing Service to Others: Respond to and monitor the resolution of customer and Owner inquiries in a timely manner with accurate information. Leverage resources for providing service to guests and Owners (e.g., Vacation Ownership Advisors) in an effective manner. Other: Manage time effectively to punctually attend daily team meetings, training sessions, and guest/owner appointments. Demonstrate total understanding of the culture and processes of the organization. Improve sales presentation approach through self-critique, practice, and lessons from the feedback provided by others (e.g., Sales Manager Coaches, Guests, Owners). Participate in formal training sessions offered by management team. Attend daily huddles and regularly scheduled team/manager meetings. Maintain an awareness of current events (e.g., news, sports, pop-culture) and information on site locations to enable and promote customer relationship building. Perform other duties as assigned. Understand and abide by state and federal regulation around all sales and/or marketing activity (i.e. Do Not Call Lists, State registrations, Exemptions, etc). Hyatt Vacation Ownership is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the cus

Job Description We are searching for an experienced individual who is relationship-driven and seeks a long-term opportunity to help shape an already successful financial planning practice to join our team as an Advisor. Alongside our founder, you will be responsible for caring for a specific group of clients and developing new business, acting ethically and honestly as a fiduciary to ensure the client’s best interests are of primary focus. We offer uncapped commissions based on performance Responsibilities • Build a client base through educational seminars, workshops, referrals, etc., • Follow the Compass appointment process to effectively guide prospective clients through onboarding., • Gather and analyze client information, including income, assets, investments, and debts., • Identify and educate prospects on financial products that best align with client needs and circumstances., • Provide informed recommendations on wealth management strategies, including income planning, tax efficiency, healthcare, estate planning, and investments., • Service Compass Financial Group’s suite of financial products to enhance client portfolios., • Stay current on financial product research and collaborate with the sales team to determine optimal financial solutions., • Proactively prospect new clients through outreach, networking, and marketing initiatives., • Conduct outbound calls and follow-ups with prospective clients to build relationships and drive engagement., • Series 65 or equivalent licensing (required), • Insurance licensing (required), • 1-3 years of experience as a licensed financial advisor (preferred), • BA/BS degree (preferred), • Strong ability to prioritize, manage time, and meet deadlines., • Exceptional written and verbal communication skills., • Ability to handle sensitive and confidential information with discretion.Company DescriptionCompass Financial Group was founded to help federal employees pursue financial independence in retirement. Our dedicated team works with each client to formulate and execute comprehensive retirement plans that align with their individual goals. As a family-centric establishment and San Antonio's only financial advisory strategically partnered with FedImpact, our skilled team is uniquely qualified to help federal employees plan their financial future. We firmly believe that you deserve to live the retirement of your dreams and are proud to serve the San Antonio, TX community.Compass Financial Group was founded to help federal employees pursue financial independence in retirement. Our dedicated team works with each client to formulate and execute comprehensive retirement plans that align with their individual goals. As a family-centric establishment and San Antonio's only financial advisory strategically partnered with FedImpact, our skilled team is uniquely qualified to help federal employees plan their financial future. We firmly believe that you deserve to live the retirement of your dreams and are proud to serve the San Antonio, TX community.

We are seeking a Risk and Compliance Advisor with Cloud Security, Cyber Threat Operations, Infrastructure & Network Security, and/or Insider Threat risk management experience. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptiona

Job Description About the job Job description: Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Financial Planning - Asset & Income Protection - Education Funding - Insurance Planning - Investment & Advisory Services - Trust Services - Retirement Solutions - Planning for Business owners Why NM in San Antonio? In San Antonio there is a huge opportunity for growth within Northwestern Mutual. In most major cities, Northwestern Mutual has a 8-10% market share in it's target client market. In San Antonio, NM is currently at less than 1%. Which leads to a MASSIVE opportunity for growth and to be able to make a impact on a community who needs our help! Leadership Growth Opportunities in San Antonio: Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team of advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations! As a Northwestern Mutual Financial Representative/Planner: 1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends., 2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning., 3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations., 4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. Compensation & Benefits · Commission structure to support early development · Recurring income stream · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning and more than just a 9-5 role · Legal authorization to work in the US Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! Why join Northwestern Mutual: · #90, Fortune 100 company (2022) · Forbes' Best Employers for Diversity (2018-2020) · Top 5 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $224 billion3 (retail investment client assets held or managed) Job Type: Full-time When you retire from the firm, you get to sell your book of business as well! Benefits: • Employer funded pension AND deferred compensation plan, • Dental insurance, • Health insurance, • Life insurance, • Parental leave, • Disability insurance, • Vision insurance, • Matching gift program, • Tuition reimbursement, • Many other benefits on top of these as well Physical setting: • Primarily in the office, with the ability to work remotely once established Schedule: • Monday to Friday(you can work on weekends if you want to) Education: • Bachelor's (Required) Ability to Commute: • San Antonio, TX (Required) Work Location: In person

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Job Description Join Farmers Insurance as an Insurance Agent in the Greater San Antonio Area! Farmers Insurance and District 47 are excited to invite passionate, entrepreneurial individuals to take the reins as an Insurance Agency Leader in the vibrant Greater San Antonio area. This unique opportunity allows you to build and lead your own agency while making a real impact on the community. As an Insurance Agency Owner with Farmers, youll receive comprehensive training and ongoing mentorship, ensuring youre fully equipped for success. We believe in fostering a supportive environment that helps you grow both personally and professionally. With our established local presence, youll be able to engage with clients directly and offer personalized insurance solutions that protect their future. As part of District 47, youll be part of a strong team thats committed to making a difference in the lives of our clients and in your career. Why Join Us? Entrepreneurial Opportunity: Take the lead in your own business, with the support and resources you need to succeed. Comprehensive Training & Mentorship: Our thorough training program and ongoing mentorship ensure you're well-prepared for success. Community Impact: Become a trusted advisor to individuals and families in Texas, guiding them through important life decisions. Professional & Personal Growth: Experience the rewards of growing your own agency while being part of a network that values collaboration and success. Ready to take the next step in your career? Apply now to join Farmers Insurance and start building a brighter future for yourself! Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Dental Insurance Vision Insurance Life Insurance Hands on Training Career Growth Opportunities Mon-Fri Schedule Evenings Off Increased Earning Potential District Support/Guidance Performance Based Destination Incentives 300% Bonus Opportunity Own Book of Business Responsibilities Agency Management: Oversee daily operations and manage staff. Set performance goals, track progress, and motivate team members. Implement strategies to improve operational efficiency and client satisfaction. Sales and Marketing: Develop and execute marketing strategies to attract new clients and retain existing ones. Build relationships with clients, identify their needs, and offer appropriate insurance products Monitor and analyze market trends to stay competitive. Promote cross-selling and upselling opportunities for existing clients. Financial Management: Manage the agencys finances, including budgeting, forecasting, and reporting. Set revenue targets, ensure profitability and manage payroll. Customer Service: Handle client inquiries to ensure high customer satisfaction. Resolve disputes and negotiate solutions to maintain positive relationships with clients. Ensure timely follow-up with clients to maintain long-term relationships. Networking and Business Development: Build partnerships with other businesses and community organizations to increase brand visibility. Analyze customer feedback and market trends to identify new opportunities. Reporting and Analytics: Track sales performance. Use data analytics to refine marketing and sales strategies. Requirements Experience: Several years of experience in the insurance industry, often in sales or management roles is recommended. Experience owning or managing a business is a plus. If you have no insurance experience, it's ok, we can train you! Education: High school diploma or equivalent. Licensing: Required insurance licenses (state-specific) for the products sold (e.g., life, property, casualty). Skills: Leadership and team management Strong sales and negotiation abilities Excellent communication and customer service skills Financial management and budgeting expertise Knowledge of industry regulations and compliance requirements Analytical and strategic thinking Personal Attributes: Entrepreneurial mindset Self-motivated and driven to grow the business Detail-oriented with strong problem-solving skills Adaptable and willing to embrace new challenges and market trends This role is ideal for someone who thrives in a leadership position, has a passion for sales, and is interested in running a business while helping people secure their financial future through insurance products.

Job Description Shape Your Future – While Helping Others Shape Theirs Are you self-disciplined, coachable, and passionate about making a difference? If so, Couvillier Advisors invites you to join our mission to help families improve their financial, physical, and mental wellness — while building a rewarding career for yourself. As a Client Solutions Advisor, you’ll connect with individuals and families to understand their needs, provide tailored solutions, and help them protect and plan for their future. With a diverse portfolio of insurance products and financial services, you’ll have the tools to make a meaningful impact while achieving your own professional and financial goals. What You’ll Do * Meet with clients virtually or in person * Conduct needs analysis to identify opportunities * Recommend solutions from our portfolio, which includes: * Life, Health, Medicare, and Supplemental Insurance * Retirement Income Protection * Debt & Tax Relief Programs * Financial Counseling Services * Build long-term relationships based on trust and results What We’re Looking For * Minimum of 1 year of sales experience * Strong work ethic and drive to succeed * Ability to work independently and manage your own schedule * Self-motivated and goal-oriented mindset * Tablet or laptop with reliable internet * Life & Health insurance license or willingness to obtain one (we provide guidance) What We Offer * Excellent Earning Potential – commission-based with no income cap * Work Your Way – from home or in the field * Flexible Schedule – no required hours or quotas * Proven Sales System – with training and mentorship provided * Career Growth – advancement opportunities for top performers * Incentives – cash bonuses and dream vacations around the world Join a team where your work truly matters. If you’re ready to take control of your career, help families secure their future, and enjoy the rewards of your success, we want to hear from you. Apply today and start building your future with Couvillier Advisors!

Job Description Are you a licensed life insurance agent ready to expand your impact and elevate your career? At Texas National Financial Group (TNFG), we work with agents who’ve already built a foundation and are now looking to grow — not just in income, but in scope. Through our partnership with National Life Group, we provide the platform, mentorship, and resources to help you evolve into a full-service financial advisor. Whether your goal is to add advanced markets, integrate retirement planning, or prepare for securities registration, we help experienced professionals make that transition intentionally and with confidence. This is a strategic next step for those who want to offer more value to clients — and build a business that lasts. This role requires occasional in-office presence. Candidates must be local to Austin, TX. San Antonio, TX. Compensation: $73,000 – $126,000+ Performance-based Responsibilities: WHAT YOU’LL DO: • Work your network and community to identify client needs, • Provide goal-based life insurance and protection solutions, • Deliver expert guidance through applications, underwriting, and follow-ups, • Deepen client relationships and expand into broader planning conversations, • Leverage our internal support and mentorship to grow your business, • Prepare for and pursue your securities registrations with our sponsorship YOUR CAREER ROADMAP: We help licensed professionals transition from insurance to full-service advisory: • Build on Your License – Hit the ground running with sales support and mentorship, • Sharpen Your Skills – Access coaching to elevate prospecting and closing, • Expand Your Offerings – Prepare for Series 6, 63, 65, or 7/66 with our backing, • Become an Advisor – Offer investments, retirement planning, and more, • Lead and Grow – Build your team and coach the next generation WHAT WE OFFER: • Upside commission-based compensation, • Bonus structures, team incentives, and paid training, • Sponsorship for securities exams and registrations, • Flexible work model: hybrid, remote, or in-office, • Health, dental, and retirement benefits are available, • Already licensed in life insurance (Texas or other), • Ready to level up your income, expertise, and impact, • Interested in expanding into investments and financial advisory, • Entrepreneurial with a drive for growth and long-term vision, • Looking for a team culture with strong support and flexibility About Company At Texas National Financial Group, we’re not your typical financial firm—and we don’t plan to be. We’re a mission-driven, people-first agency powered by a bold vision: to protect what matters, build meaningful wealth, and elevate the advisor experience from the inside out. With deep partnerships across insurance and investment platforms—including our strategic alliance with National Life Group—we offer the tools, mentorship, and infrastructure to help agents, advisors, and leaders grow with purpose. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter. Whether you’re here to start your path or expand your reach, TNFG is where values meet velocity—and where great advisors get better.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $55,000 - $75,000 yearly Responsibilities: • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectivesQualifications:, • Must have the ability to successfully network and prospect for new clients, • Must have effective relationship management skills, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is requiredAbout Company Founded in 1845, New York Life is a Fortune 100 mutual company known for financial strength, stability, and a long-standing commitment to clients. Through NYLIFE Securities LLC, we offer a wide range of investment products, including mutual funds, retirement accounts, and brokerage services. Our affiliate, Eagle Strategies LLC, provides personalized, fee-based financial planning and wealth management for high-net-worth clients. We foster a collaborative and inclusive culture where financial professionals are empowered to grow meaningful, client-focused careers backed by industry-leading resources and support.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development We are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development. At Vrana Network, we are also deeply committed to giving back to our community. We proudly support organizations like Alexs Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas. If youre passionate about helping others, ready to rise to the challenge, and eager to join a team with a mission-driven culture, wed love to connect with you. Our thriving office is located: 17802 W I-10 Suite 114, San Antonio, TX 78257 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: • How long with NM? 23 years, • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Fernando Suarez, Managing Director:, • How long with NM? 40 years, • Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston., • Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry.Cathy Suarez, Associate Managing Director:, • How long with NM? 9 years, • Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits., • Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities.Chris Radliff, Growth and Development Director:, • How long with NM? 8 years, • Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development., • Passionate About? Being with his fiance, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching.Grisel Lopez, Growth and Development Director:, • How long with NM? 4 years, • Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description ENTRY-LEVEL OPPORTUNITY – CAREER TRACK TO FINANCIAL ADVISOR We’re seeking motivated, coachable individuals ready to launch a professional career — no prior experience in insurance or finance required. This is a structured opportunity to grow into a full-service financial advisor, starting with life insurance and expanding into financial planning and investment solutions. You’ll receive hands-on training, mentorship, and access to tools that set you up for long-term success. If you're driven to learn, help others, and build a future in financial services, this role offers a strong foundation with a clear path forward. This is more than a job — it’s a professional launchpad with real growth potential. This position requires occasional in-office presence. Candidates must be local to San Antonio, TX. Compensation: $50,000 – $90,000+ Performance-based Responsibilities: What You’ll Do: • Learn how to connect with individuals and families—and make a real impact, • Lead meaningful conversations to uncover financial goals and needs, • Help clients secure personalized life insurance and protection plans, • Get step-by-step training in prospecting, client communication, and closing, • Start your journey toward becoming a licensed advisor—with full support, • No experience? No problem — we’ll walk with you through it., • You’re motivated, ambitious, and ready to grow, • You care about helping others and making a difference, • You want freedom, flexibility, and a career with purpose, • You’re excited to earn while you learn and build something meaningful Compensation & Perks: • Sponsorship for life insurance licensing and securities exams, • Commission-based compensation (upside on earnings), • Team bonuses, contests, and incentive trips, • Health, dental, and retirement benefits are available, • Hybrid or remote options are available, • Strong mentorship and career support Your Career Roadmap: We’ve helped countless new agents go from zero to full-service financial advisors. Here’s how it works: • Start with Licensing – We’ll guide and sponsor your Life Insurance license, • Learn the Basics – Training on prospecting, sales, and client conversations, • Financial Education – Prep and support to pursue Series 6, 63, 65, or 7/66, • Advisory Certification – Transition into a fully registered financial advisor, • Grow Your Impact – Build a team, coach others, and become a leader APPLY TODAY. No experience? No problem. Let’s build something big — together. Submit your resume today to explore the opportunity to grow with a team that’s invested in you, not just your sales. About Company At Texas National Financial Group, we’re not your typical financial firm—and we don’t plan to be. We’re a mission-driven, people-first agency powered by a bold vision: to protect what matters, build meaningful wealth, and elevate the advisor experience from the inside out. With deep partnerships across insurance and investment platforms—including our strategic alliance with National Life Group—we offer the tools, mentorship, and infrastructure to help agents, advisors, and leaders grow with purpose. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter. Whether you’re here to start your path or expand your reach, TNFG is where values meet velocity—and where great advisors get better.

Job Description New York Life's Fast Track to Management Program is a premier career acceleration opportunity for high-achieving individuals with leadership aspirations. This program is designed to fast-track qualified candidates into a leadership role as an Associate Partner within 9-12 months. Candidates begin their journey as Financial Advisors, developing expertise in client relationship management, financial strategy, and sales. As milestones are met, qualified participants enter a six-month Associate Partner training track to prepare for management responsibilities. Compensation and Benefits Highlights: • First-Year Earnings Potential: $45,000 to $130,000+, • Performance Bonuses: Up to $5,000 for successful completion of FINRA licensing exams within the first year, • Full Benefits: Medical, dental, vision, life, and disability insurance, • Retirement Plans: 401(k) with match and a company-funded pension, • Build customized financial strategies for clients, including individuals, families, and business owners, • Educate clients on life insurance, retirement, investment, and estate planning options using NYLIFE and NYLIFE Securities products, • Cultivate long-term relationships by delivering consistent client value and advice, • Meet benchmarks in production and leadership to transition into the Associate Partner role, • Participate in New York Life’s robust training and leadership development programs, • Bachelor’s degree or equivalent professional experience, • Excellent communication, presentation, and interpersonal skills, • Strong work ethic and goal orientation, • Ability to work independently and manage time effectively, • MBA or equivalent graduate degree (completed within the past 24 months), • Prior experience in sales, financial services, or business ownership, • Previous leadership or management experience, • Currently licensed or willing to obtain: Life and Health Insurance License and FINRA SIE, Series 6 or 7, and Series 63About Company Founded in 1845, New York Life is a Fortune 100 mutual company known for financial strength, stability, and a long-standing commitment to clients. Through NYLIFE Securities LLC, we offer a wide range of investment products, including mutual funds, retirement accounts, and brokerage services. Our affiliate, Eagle Strategies LLC, provides personalized, fee-based financial planning and wealth management for high-net-worth clients. We foster a collaborative and inclusive culture where financial professionals are empowered to grow meaningful, client-focused careers backed by industry-leading resources and support.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. This job is responsible for providing specialized and personali

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Finance Assistant / Remote] - Anywhere in U.Up to $27 per hour / Medical, dental & vision / 401k / PTO - As a Financial Aid Advisor at Strategic Education, Inc.Be responsible for providing best-in-class financing and financial aid support to learners before, during, and after their program enrollmen

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr Investment Advisor within the PNC Private Bank organization, you will be based in San Antonio, TX. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies., • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results., • Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client., • Executes risk management practices through the adherence to PNC's policies and procedures. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management CompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling Work ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. From day one, you will receive traini

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Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and insu

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and insu

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

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May implement financial risk sensitivity analysis, credit and/or financial modeling infrastructure. At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness.