Investment management jobs in Scottsdale, Arizona - Page 3Create job alerts

Licensed Investment Professional. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.

Job DescriptionSalary: DOE About Stout Roofing Stout Roofing is a family-owned company with over 25 years of experience delivering high-quality roofing solutions across Arizona, Utah, and Nevada. As a third-generation roofing business, weve built our reputation on craftsmanship, reliability, and personal service. Our Mesa residential team specializes in reroofs, repairs, and new constructionand were looking for a motivated Project Manager to help us keep jobs running smoothly and grow our customer relationships. Position Overview Were hiring a Residential Project Manager to support our reroof and repair division in Mesa, AZ. This role is a blend of field oversight and customer interaction. Youll check on crews, ensure quality workmanship and safety, meet with homeowners, inspect roofs, and help sell and manage reroof and repair projects from start to finish. This is a great opportunity for someone with roofing or construction experience who enjoys a fast-paced, people-facing role and takes pride in helping homeowners protect their investment. Key Responsibilities • Oversee daily progress on residential reroof and repair projects., • Visit job sites to ensure quality, safety, and adherence to schedule., • Serve as the primary point of contact for homeowners throughout the project., • Conduct roof inspections and identify repair or replacement needs., • Generate estimates and proposals for reroofs and repairs., • Coordinate with crews, suppliers, and internal teams to ensure project success., • Track and document project milestones, materials, and communication., • Experience in residential roofing, construction, or project management., • Strong communication and customer service skills., • Ability to read and understand scopes of work and project details., • Comfortable using mobile apps and basic computer programs., • Highly organized and detail-oriented., • Valid drivers license and reliable transportation., • Competitive salary + performance bonuses., • Health insurance, with optional dental, vision, and HSA., • PTO & 7 Company Holidays, • Tools, training, and technology support provided.

Unlicensed Investment Professional. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As an Unlicensed Investment Professional in J.

The Investment Consultant role provides advanced investment education and advice as it works with clients who typically have between $25,000 and, up to, $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product su

Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone. Licensed Investment Professional. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and del

Job Description Certerra is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for project delivery, and engineered solutions for asset management. We are passionate about contributing to the sustainable development of the communities we serve. We are a national firm with a global reach serving national and international clients from 30+ offices located in 10 states and are ranked on ENR’s Top 500 list alongside the nation’s top firms. With a 60-year history, Certerra has a passion for high-end services, constant innovation, and investment in the development of world-class laboratory facilities, and interactive management technologies. Each member of our staff is committed to service, innovation, and the success of our clients. This Opportunity: We have immediate full-time career opportunities for a Level II NDT/ CWI Technician in our Phoenix/ Tempe, AZ office. Certerra offers on-going training and the ability to gain valuable career experience and technical certifications. Job Duties • Test and inspect using NDT and or CWI procedures on construction job sites., • Prepare daily reports on observation and testing activities, • Review reports and test data for accuracy and completeness Job Requirements: Candidate must have a minimum qualification of Level II certifications Gamma Radiography Testing (RT) Magnetic Particle Testing (MT) Candidate must meet the following minimum requirements: Work related experience in utility and/or industrial construction Current State card or ASNT-IRRSP Documented education and on-the-job training Good communication and report writing skills Clean motor vehicle record Pass a pre-employment drug screen Complete a FBI fingerprint criminal background check or TWIC card Additional preference given for candidates with the following certifications: Certified Welding Inspector (AWS) Ultrasonic (SWUT / PAUT) Liquid Penetrant (PT) Physical Demands • Physical examination required to obtain medical clearance to work, • Ability to stoop, kneel and to routinely lift and carry 50 pounds, • Clean driving record and capable of being insured for driving company vehicles, • Able to work in variable outside conditions, including extreme heat or cold if need We are an Equal Opportunity Employer. This Company is dedicated to both the letter and the spirit of the equal opportunity employment laws. All applicants and all employees will be evaluated on the basis of their ability, competence, and performance of the essential functions of their positions. There will be no discrimination on the basis of race, sex, national origin, religion, age 40 and over, disability, sexual orientation, marital status, or any other classification which may be protected by federal, state, or local laws. In compliance with the Americans with Disabilities Act, we specifically offer equal opportunity for all employees or job applicants who may have a physical or mental disability. Such persons will be hired on the basis of their ability to perform the essential functions of the job in question. Likewise, their work will be evaluated on their performance of these essential functions. We will offer reasonable accommodation to individuals with disabilities, to the extent that Company resources allow without undue hardship. As part of our equal employment policy, there will be no wage differentials based on gender, between men and women employed in the same establishment, on jobs that require equal skill, effort, and responsibility, and which are performed under similar working conditions.

Job DescriptionSalary: Company Overview Stockdale Capital Partners is a real estate investment firm focused on owning and operating commercial properties across the U.S. We prioritize operational excellence, tenant relationships, and long-term value creation in our portfolio. The Assistant Property Manager plays a key support role in our property management team, contributing directly to the performance and presentation of our assets. Position Summary The Assistant Property Manager supports the Property or General Manager in overseeing the operations, administration, maintenance, and financial performance of assigned commercial real estate assets. This role offers a career development opportunity, preparing individuals with strong foundational experience to transition into more senior management roles. The Assistant Property Manager will be involved in everything from financial analysis and vendor coordination to tenant relations and facilities inspections. Essential Duties & Responsibilities • Assist the Property/General Manager with day-to-day operations and tenant relations., • Serve as the primary point of contact for tenants, delivering exceptional service and prompt resolution of issues., • Support onboarding and training of new tenants, including coordinating welcome communications, updating and distributing the tenant handbook, and collecting required documentation such as Certificates of Insurance (COIs)., • Email monthly rent statements, track tenant payments, and follow up on any delinquencies to ensure timely collection., • Generate monthly utility invoices and create billing adjustment forms for tenant-requested services, ensuring accuracy and proper documentation., • Manage and respond to daily tenant service requests through the Angus work order system, including maintenance issues and conference room reservations., • Oversee fitness center operations and manage membership registrations and terminations via a web-based platform., • Administer work authorization forms, working closely with vendors, engineering, and security teams to ensure safe and approved access to the building., • Maintain and manage the buildings key card access system, including issuing new badges, disabling inactive cards, and updating access permissions., • Communicate daily with contract vendors and site supervisors, including security, janitorial, and landscaping teams, to ensure consistent service delivery and resolve operational issues., • Conduct regular property inspections to identify maintenance needs and uphold high operational standards., • Assist in the preparation of annual operating budgets, monthly financial reporting, and expense reconciliations., • Maintain organized records for leases, contracts, work orders, reimbursements, insurance documents, and building access., • Support the tenant improvement and build-out process by reviewing COIs, organizing documentation for reimbursement submissions, tracking payments, and verifying lien waivers., • Coordinate Requests for Proposals (RFPs) for building projects, assist in bid leveling, and support contract documentation and vendor selection. Knowledge, Skills, & Abilities • Strong organizational, time management, and multitasking skills., • Excellent interpersonal and verbal/written communication abilities., • Proficient in property management software (Yardi) and Microsoft Office Suite., • Familiarity with commercial real estate lease structures and terminology., • Proactive and motivated with a high level of attention to detail., • Ability to work independently and collaboratively in a fast-paced environment. Qualifications • Education: College degree required., • Experience: 24 years of property management experience required, preferably in commercial real estate., • License: Real Estate license required., • Transportation: Must have reliable transportation to travel to work.

Job Responsibilities ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Gre

ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar manages and oper

Job Description Customer Sales Representative - Full Time, Paid Training This is an in-person position, we do NOT offer remote at this time. If you love working with people in a fast-paced but structured environment you may be a great fit! to join our team! You will resolve customer questions, upsell, and offer solutions to drive company revenue. Perks & Benefits: • Fast-paced and fun environment, • Fun, challenging, but not cut-throat work environment, • Learn about the business world, • Recognition and rewards for the work you put in, • Travel for top performers, • Present and sell our products and services to new and existing customers, • Prospect and contact potential customers, • Reach agreed-upon sales targets by the deadline, • Resolve customer inquiries and complaints, • Keep customers aware of the latest developments, • Previous experience in sales, customer service, or other related fields, • Familiarity with CRM platforms, Salesforce in particular, • Ability to build rapport with clients, • Strong negotiation skills, • Deadline and detail-orientedCompany DescriptionMEI Consulting Phoenix specializes in personalized marketing and sales, focusing on face-to-face customer interactions in retail settings. We serve clients in satellite broadcasting, fiber optics, cellular, and telecommunications industries, delivering a 100% return on their marketing investment. We prioritize the development of our team members, fostering leadership and personal growth. We seek success-oriented, self-motivated individuals for a high-energy professional environment, offering comprehensive training in sales, marketing, public relations, and team management.MEI Consulting Phoenix specializes in personalized marketing and sales, focusing on face-to-face customer interactions in retail settings. We serve clients in satellite broadcasting, fiber optics, cellular, and telecommunications industries, delivering a 100% return on their marketing investment.\r\n\r\nWe prioritize the development of our team members, fostering leadership and personal growth. We seek success-oriented, self-motivated individuals for a high-energy professional environment, offering comprehensive training in sales, marketing, public relations, and team management.

Position Type: Regular Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We're currently looking for dedicated individuals like you to help us provide financial advisors with access to tools and wealth-management services. If you're interested in working to help grow the business of independent investment advisor firms, there's a place for you in Advisor Services. What you’ll do: Advisor Platform Support (APS) Associates act as an ambassador of Advisor Services to educate, guide, and assist clients. A career in APS begins with a solid client focused mentality and a strong desire to help clients meet their needs. Providing our clients with exceptional experiences is the priority at Schwab and in our APS team. Our goal is that all team members create client loyalty with every interaction. We want you to bring your personality to your calls and create those memorable experiences for clients. With a dual focus on inspiring client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career. Through your client conversations you will: • Educate clients - Respond directly to client inquiries over the phone and engage clients in discussions focused on educating, and providing guidance as it relates to their website navigation needs, • Be a client advocate - Care enough to ask the extra questions knowing that just one question, the right question, can get to the heart of the issue, • Provide solutions-based service - Provide web site support/problem resolution to Registered Investment Advisors (clients) in a timely, professional, and courteous manner, • Be consultative - Recommend solutions, when appropriate, to clients which align to their needs, • Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab Advisor Services The ideal candidate will thrive in an environment where they are constantly learning. They will work in a highly collaborative team environment of professionals. The representative’s core responsibility will be responding to calls from an inbound call queue. This opportunity is suitable for someone who enjoys talking with customers and solving problems in a team oriented and supportive environment. Hours of operation are from 8:00 a.m. to 7:00 p.m. Eastern Monday – Friday. The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus location: 2423 E Lincoln Dr, Phoenix, AZ 85016 • 1-3 years customer service experience, • Basic knowledge of computer desktop and website navigation demonstrated through prior experience and/or education, • Basic knowledge of on-line/Internet services, • Consistent customer service focus, • Effective verbal and written communication, • Possess a collaborative and relationship-focused work style with demonstrated success in a team environment, • Have effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third Party Administrators. As a CSM, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. If you enjoy forming relationships and share a passion in serving clients - this role is for you. The Client Service Manager (CSM) supports a specific group of premier client relationships by ensuring all service levels are met every day. They will be the clients’ primary contact and will act as their advocate internally across multiple business lines and levels of management. Key functions of the CSM include but are not limited to: • Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts., • Responsible for presenting a professional image of Schwab in all communications., • Introduce new products and services as well as recommend service enhancements, • Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth, • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues, • Meet or exceed established service level standards., • Manage multiple tasks effectively by balancing high productivity with excellent service quality, • Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items, • Escalate client issues to appropriate internal resources, • Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternative, • 1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services, • Bachelor’s degree in finance, economics, business administration, or related area, • Understanding of rules governing qualified retirement plans, • Working knowledge of ERISA and regulatory environment governing retirement accounts, • Excellent client service and problem resolution skills., • Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision., • Ability to handle complex work, be self-directed, and quickly develop a full understanding of our business, • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics, • Ability to plan and lead client meetings in a professional, consultative and effective manner, • Capable of working well with diverse groups and individuals and willingness to assist where needed, • Ability to multi-task, actively listen, assess client needs, research information, and provide clients with "outside of the box” solutions, • Ability to use several different applications at one time, including Windows, internet research, database systems, and email, • Proficiency with MS Office technology (Word, Excel, PowerPoint) #SchwabBTSjobs At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

In-depth knowledge of financial planning principles, including investment analysis, tax strategies, estate planning, retirement modeling, and risk management. In-depth knowledge of financial planning principles, including investment analysis, tax strategies, estate planning, retirement modeling, and

Job Overview: The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in wealth management including; client relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets

Job DescriptionISDA Rates Documentation - Assistant Vice PresidentTempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives. In this role, you'll be instrumental in ensuring the accurate and timely processing and maintenance of all relevant documentation, adhering strictly to departmental procedures. Key Responsibilities As an ISDA Rates Documentation AVP, you'll: • Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products., • Process Electronic Confirmations: Process and review electronic confirmations via Markitwire for Interest Rate products and TradeServ for Credit Derivatives., • Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices., • Resolve Issues: Collaborate with counterparties, Front Office, and Legal to resolve any confirmation discrepancies., • Track & Report: Maintain meticulous records of outstanding confirmations and report findings to management., • Handle Inquiries: Respond to internal and external inquiries promptly and professionally., • Cross-Functional Collaboration: Understand and effectively interface with other units as needed., • Support & Projects: Assist the team with ad-hoc requests and project-related tasks., • System Enhancements: Participate in user acceptance testing (UAT) for system upgrades, database conversions, and new system introductions., • Education: Bachelor's Degree required., • Experience: 5-7 years of Interest Rate Documentation experience within a banking or investment banking environment., • ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential., • Technical Skills: Proficient in Microsoft Excel and Word., • Core Competencies:, • High degree of accuracy and meticulous attention to detail., • Exceptional time management and ability to prioritize multiple responsibilities effectively., • Strong organizational skills., • Excellent verbal and written communication skills., • Robust analytical and problem-solving abilities., • Adaptability to change and comfort working in a deadline-driven environment., • Health and wellness benefits, • Retirement plans, • Educational assistance and training programs, • Income replacement for qualified employees with disabilities, • Paid maternity and parental bonding leave, • Paid vacation, sick days, and holidays

Job Description The Vice President, Mergers & Acquisitions (“VP”) will report directly to the Chief Acquisition Officer (“CAO”) of CMH and work on a four-person M&A team with the support of an experienced Associate. The M&A Group is responsible for the following: • Origination of high-quality targets that meet CMH’s acquisition criteria An important facet of this role is knowledge management: M&A strives to have the largest, best and most accurate database of proprietary information in industry. Further, we are process-driven but seller-friendly, working hand-in-hand with sellers throughout diligence at a patient but brisk pace. Travel will vary but is estimated to be once per month (or more). RESPONSIBILITIES • Origination:, • Work directly with CAO and M&A team on gathering industry intelligence, origination and outreach, • Maintain a professional, affable demeanor as M&A builds long-standing relationships throughout the country, • Financial Analysis:, • Work closely with M&A Associate as the “last line of defense” ensuring accuracy of diligence, financial analyses and data books, • Create financial spreads using general ledgers, • Creatively solve complex problems with limited information, • Ability to “own” quality of earnings and other due diligence workstreams, • Value Creation & Delivery:, • Draft indications of interest and letters of intent, • Play leadership role aggregating, reviewing and summarizing diligence findings across functional areas, • Work with CAO, IMO and leadership to identify and quantify synergies, • Own diligence workstreams, • Assist CAO and counsel to draft purchase agreements and ancillary documents, • Run diligence calls with sellers in a highly patient and affable manner, • Ensure team-wide communication and documentation of diligence results, • Presentations:, • Prepare high-quality presentations that communicate complex ideas in a professional, succinct manner, • Display a deep commitment to accuracy through ownership of work product, • Research:, • Create whitepapers and reports supporting the M&A strategy, • Conduct proactive research that impacts CMH and the industry, • Degree in Finance or Accounting (MBA or Masters in Accounting will be valued), • 5+ years of professional experience in investment banking, private equity, or accounting; including 3+ years of M&A transaction experience, • Experience managing quality of earnings, reviewing financial audits, stratifying general ledgers, and building EBITDA through identification of add-backs and cash-to-accrual adjustments, • Individuals with CPAs, CFAs, and/or transaction advisory services (i.e., quality of earnings) experience will stand out, • Fundamental understanding of GAAP and three statement financial models, • Highly proficient at Microsoft Excel and PowerPoint, • Real world experience with valuation methodologies (DCF, comparable company analyses, comparable transaction analyses), • Excellent communication and skills, • Highly analytical, self-motivated, and detail oriented; with the ability to balance multiple projects effectively, • Professional, affable personality with an inherent sense of urgency The physical requirements can vary, but generally, they may include: • Lifting: Minimal lifting up to 20 pounds, • Mobility: Walking in office areas, • Working conditions: Primarily performed onsite or hybrid. Travel will vary but is estimated to be once per month (or more)., • Personal protective gear: N/A, • Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events, • Manual Dexterity: Skills in using technology, including computers and mobile devices WHAT WE OFFER: • Comprehensive benefits package including medical, dental, and vision, • Wellness program, • Flexible Spending Accounts, • Company-matching 401k contributions, • Paid time off for vacation, holidays, medical, and volunteering, • Paid parental leave, • Training and educational assistance, • Support programs, including Employee Assistance Program and Calm Health, • Optional benefits including short- and long-term disability, life insurance, and pet insurance, • Most importantly, a caring team who is dedicated to your success!

Job Description Position: Vice President, Portfolio Management Location: Scottsdale, AZ (Global Headquarters) Type: Full-Time, Leadership Role With 45 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 4.5 billion of real estate assets in the United States and Canada, with more than 88,000 acres under management Position Summary The Vice President, Portfolio Management will be a senior leader within Walton’s Portfolio Management and Real Estate teams, overseeing the performance and execution of investment strategies across Walton’s funds and land assets. This role is critical to driving value for our investors through strategic portfolio oversight, cross-functional leadership, and execution of Walton’s real estate investment objectives. We are searching for a professional with strong analytical skills and a high attention to detail, along with highly developed communications and interpersonal skills. This position will report directly to the Executive Vice President, Finance and Portfolio Management. Responsibilities • Oversee portfolio management activities for Walton’s investment funds and land development projects, ensuring strategies align with company objectives and investor expectations., • Help to lead, mentor, and manage a team of analysts and associates, fostering professional growth and accountability., • Serve as a key advisor to the executive team, providing data-driven insights and recommendations to support portfolio decision-making., • Develop and oversee sophisticated financial models and portfolio optimization strategies., • Partner with the Land Asset Management, Capital Markets, Operations, and F&A teams to execute investment strategies and drive portfolio performance., • Review and evaluate acquisition and disposition opportunities, ensuring projects deliver market-appropriate returns., • Contribute to Capital Markets fundraising efforts and initiatives globally., • Maintain strong relationships with internal and external stakeholders, including financial institutions, investors, and business partners., • Ensure compliance with internal controls, risk management standards, and audit processes. Qualifications • Bachelor’s degree in finance, Business, Accounting, Real Estate, or related field; MBA or advanced degree preferred., • 10+ years of experience in real estate investment, portfolio management, or related field, with proven leadership in managing high-performing teams., • Advanced financial modeling skills with deep knowledge of Excel, • Strong knowledge of real estate markets, investment strategies, and asset management., • Exceptional quantitative and qualitative analytical skills., • Excellent interpersonal and communication skills with the ability to influence at all levels of the organization., • Ability to manage competing priorities and execute under pressure., • Demonstrated high ethical standards and professional integrity. Why Walton At Walton Global, we’re committed to supporting our employees both in and out of the workplace. Our comprehensive benefits package and employee perks are designed to promote well-being, growth, and a healthy work-life balance. Here’s what we offer: • Health & Wellness, • Employer Paid: Medical, • Dental, and Vision insurance, • HSA and FSA options, • Life insurance, • Short-term and long-term disability coverage, • Financial Security, • Competitive compensation packages, • 401(k) retirement plan, • Bonus incentives (based on role and eligibility), • Paid parental leave, • Time Off & Flexibility, • Generous PTO policy and paid company holidays, • Flexible work schedules and hybrid/remote opportunities (depending on role), • Professional Growth, • Training and development opportunities, • Cross-functional collaboration and global exposure, • Additional Perks, • Company-sponsored events and team-building activities, • Casual dress code (where applicable) We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

Job Description EXECUTIVE VICE PRESIDENT Our client is currently seeking an Executive Vice President who will oversee a portfolio of housing communities. This senior leadership role involves managing the operational performance and profitability of the portfolio, while overseeing a team of three Regional Managers and directly supervising properties. WHAT YOU'LL DO • Strategic Leadership: Set performance objectives and create tactical plans to maximize financial performance, enhance tenant satisfaction, and promote employee engagement., • Operational Management: Oversee property operations, ensuring compliance with policies and regulations, managing budgets, driving occupancy, and ensuring maintenance standards are met., • Team Development: Lead and support Regional Managers and site teams, fostering a culture of collaboration and accountability., • Resident Experience: Enhance resident satisfaction and retention through effective community programming and addressing concerns., • Collaboration and Reporting: Work closely with internal teams to achieve property goals and provide regular performance reports to stakeholders. WHY YOU MATTER, • Create and implement business plans that align with the investment goals., • Analyzing market trends, identifying opportunities for value enhancement, and making informed decisions to maximize returns., • Deep understanding of financial analysis, including budgeting, forecasting, and performance reporting., • Adept at controlling expenses, optimizing revenue streams, and maximizing the property's net operating income (NOI)., • Accurately assess the financial health of the asset and identify areas for improvement., • Anticipate potential challenges and take proactive measures to mitigate risks., • Informed about market conditions, regulatory changes, and industry best practices., • Identify and implement strategies to increase the property's value, such as renovations, upgrades, and improved amenities., • Focus on enhancing the tenant experience to improve occupancy rates and resident retention. WHAT IT TAKES, • 13+ years in multifamily property management, with at least 10 years in a leadership role, managing medium to large portfolios., • Strong expertise in financial analysis, operational planning, and market trend analysis. Proficiency in Yardi Affordable software and other management tools., • Exceptional communication and leadership skills to manage diverse teams and inspire excellence., • Bachelor’s degree in a relevant field, with a real estate license and industry certifications (e.g., CPM, CAPS, CAM) preferred., • Strong understanding of housing regulations and willingness to travel across the company’s operating footprint.

Job DescriptionDescription: STORE Capital Advisors, LLC is seeking a Managing Director of Acquisitions to join our ‘Direct’ Acquisitions team! How you will contribute to STORE’s mission: The Managing Director of Acquisitions is a member of the ‘Direct’ Acquisitions Team who is responsible for managing all phases of the Acquisitions process, with two goals being paramount in the success of the role; 1) significantly increasing the annual Acquisitions volume in the assigned territory and 2) developing new potential customers for STORE while also successfully managing existing customers What will make you successful (Qualifications) • Bachelor’s Degree preferably in Business, Finance, and or related area., • 5+ years of work experience in commercial real estate, banking or finance; at least 1 year of credit or real estate analysis preferred., • Willingness to regularly travel., • Excellent written and verbal communications skills., • Proven ability to drive the sales process from start to finish., • Excellent listening, negotiation, and presentation skills., • Self-starter with the capacity to work independently while possessing a team attitude and willingness to learn., • Effective at time and task management., • Ability to work under tight deadlines, prioritize and deliver quality work under pressure. What most days will include (Primary Duties) • Generate and identify new leads within the territory through active research of middle market companies, private equity groups, and asset ownership., • Cold calling efforts to generate meetings for prospecting trips, and in the regular outreach and communications with existing customers., • Sell STORE Capital’s tailored benefits and the solutions we offer existing/potential new customers. This is done via emails, phone conversations, attending conferences and through prospecting trips to visit customers., • Perform preliminary financial and real estate analysis on new opportunities with the goal of sending a Letter of Intent to the customer that is structured and priced such that it is approvable by STORE’s investment committee., • Utilize Salesforce and other internal data to maximize productivity, streamline reporting, and track pipeline., • Manage the internal and external processes and expectations through the entire life cycle of a transaction; prospecting, negotiations, LOI, underwriting, investment committee, closing and post-transaction relationship., • Participate in the Investment Committee presentation to senior, executive leadership and board members. What’s in STORE for you (Benefits & Perks) • Competitive Pay and Long-Term Pay Incentives, • Hybrid Work Schedule/Time Flexibility, • Comprehensive Health Benefits w/ $0 Cost Employee Benefit Plan Options, • Employer Sponsored Life and Disability Policies, • Generous Paid Time Off Program and Paid Parental Leave, • Thirteen (13) Paid Holidays Per Year, • 401(k) Profit Sharing Plan with 4% match; with NO vesting schedule, • Employee Wellness Program, • Employee Training Reimbursement Program, • Employer Sponsored Electric Vehicle (EV) Charging Program STORE Capital Advisors, LLC is a proud equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors. We celebrate diversity and are committed to creating an inclusive environment for all employees. Requirements:

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and

Job DescriptionDescriptionRole SummaryJoin Align Technology’s Investor Relations team and gain hands-on experience at the intersection of finance, strategic communications, and innovation in med-tech. This internship is ideal for a rising senior passionate about financial markets, corporate storytelling, and technology-driven healthcare. You’ll contribute to investor-facing content, support quarterly earnings preparation, and collaborate cross-functionally to help shape Align’s narrative to the investment community. Key ResponsibilitiesEarnings Support: Assist in drafting quarterly FAQs, media alerts, and executive Q&A documents.Market Intelligence: Summarize analyst reports, investor sentiment, and competitive insights.Content Creation: Help develop presentations, investor decks, and IR website updates.Event Coordination: Support logistics for investor conferences, roadshows, and virtual events.CRM & Data Management: Maintain investor databases and track engagement metrics.Strategic Projects: Contribute to ad hoc projects including ESG reporting, peer benchmarking, and IR analytics.Executive Exposure: Present a summary of your work and learnings to senior leadership. What You’ll LearnHow a public med-tech company communicates with Wall Street.The role of IR in shaping corporate reputation and valuation.Real-world application of financial analysis and strategic messaging.Exposure to quarterly earnings cycles and investor engagement strategies. QualificationsEducation: College Junior or Senior pursuing a degree in Finance, Economics, Business, Communications, or related field.Skills: - Strong writing and editing skills tailored to financial audiences. - Analytical mindset with attention to detail. - Proficiency in Excel, PowerPoint; familiarity with IR tools (e.g., FactSet, Irwin, Nasdaq IR Insight) is a plus. - Ability to synthesize complex information into clear, compelling narratives.Soft Skills: - Excellent verbal communication and presentation skills. - Collaborative team player with a proactive attitude. - Comfortable working in a fast-paced, deadline-driven environment. What Top Interns ValueReal Impact: Contributing to meaningful projects that influence investor perception.Mentorship: Learning from experienced professionals in finance and communications.Skill Development: Gaining proficiency in financial modeling, data visualization, and strategic messaging.Networking: Building relationships across departments and with external stakeholders.Career Exposure: Understanding pathways in IR, corporate finance, and strategic communications. .. ..

Job DescriptionCompany Description MicroDental Laboratories is a world-class, rapidly growing, global company with strong benefit packages and great long-term stability. We operate in over 25 locations in North America as both MicroDental Laboratories and Modern Dental Laboratory USA. With our focus on Quality, Value, and Legendary Customer Care, our Centers are devoted to building strong and lasting relationships with our dentists and their team members. We are looking for a determined, high-energy, well-organized individual for the Business Development role to join our company. Our Company has the following to offer: • Excellent compensation plan with benefits including medical, dental, life insurance, short/long term disability, and 401(k), • Competitive base salary + commissions, • Paid vacation, holidays, and flexible working hours, • Career advancement opportunities, • Significant investment in industry-leading technology, • A supportive culture with the resources you need to be successful in your territoryJob Description Responsibilities: • Gain and maintain strong understanding of dental laboratory products, digital dentistry workflows, scanning systems, implants, and prosthetic solutions, • Use in person visits, presentations, demos, and follow-up to grow revenue and market share, • Leverage selling skills, marketing campaigns, and technical insight to generate opportunities, • Meet and exceed assigned revenue goals, activity metrics, and territory targets. Track sales activities, progress, and pipeline through CRM tools, • Work as a liaison between dental practices and the laboratory, ensuring clear communication and seamless service, • Monitor market trends and competitive landscape, and provide insights to leadership, • Collaborate closely with internal lab team to support customer needs and resolve issues, • All other duties as assigned or as otherwise requiredQualifications, • Degree in sales, marketing business is preferred, • A minimum of 5 years of business to business outside sales experience, preferably within the dental, medical device, or healthcare services field, • Ability to demonstrate consultative sales skills, • Familiarity with digital workflows, intraoral scanners, implants, or cosmetic restorative dentistry, • Strong budget development, oversight and sales management skills, • Strong written/oral communication and a customer-first mindset, • Knowledge of general business software and aptitude to learn new applications; proficiency in Microsoft Office (Word, Excel, Outlook); CRM experience (Salesforce, HubSpot, etc.) preferred. Demonstrate proficiency in leads tracking and conversion metrics, • Proven history of achieving sales quotas and building a territory;, • Ability to travel and navigate the surrounding area of the assigned territory, accommodating overnight stays as needed, • Must possess a valid driver’s license and pass a company MVR check Additional Information Expected base salary range of $50,000 to 65,000 plus uncapped eligibility for commissions. Salary is based on level of experience and relevant skills. Candidates residing nearby one of our MicroDental Lab locations will be considered MicroDental Laboratories and Modern Dental Laboratory USA are proud to be an Equal Opportunity/Affirmative Action employer. We recruit qualified applicants without regard to race, color, religion, gender, age, ethnic or national origin, veteran status, physical or mental disability, genetic information, sexual orientation or preference, gender identity, marital status, or citizenship status.

Job DescriptionDescription: At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Account Administrator at our Scottsdale, AZ location. Description: The Wealth Management Account Administrator plays a vital role in supporting investment advisors and clients in the delivery of high-quality wealth management services. This position is responsible for administrative duties related to the opening, maintenance and servicing of client investment accounts. The Wealth Management Account Administrator must be detail-oriented, client focused, and have exceptional communication and project management skills. This position must have the ability to obtain knowledge of Wealth Management administration, the ability to positively interact with all divisions of Sunflower Bank, N.A. to develop and achieve goals in accordance with the parameters defined by management. Responsibilities: • Administration of agency and custodial account relationships: • Account Reviews, • Trade and asset allocation changes, • Transaction Processing: Coordinate money movements, wires, transfers, disbursements, and contributions, • Client servicing, • Maintain and manage client accounts, ensuring all documentation is accurate and complaint • Assist in onboarding new clients, prepare and review onboarding forms and ensure a smooth transition of accounts and services., • Attend regularly scheduled Wealth Management team meetings., • Working with other wealth team members to achieve daily, weekly and monthly goals., • Effectively manage time by prioritizing urgent tasks., • Attend all training as requested to increase administration knowledge., • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company., • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines., • Understand and participate in the Bank’s Community Reinvestment Act program., • Perform other duties as assigned. Education/Experience Preferred: • Bachelors Degree in business, finance or other related field preferred, • Exceptional reasoning and judgement skills, • Exceptional detail and organization skills, • Time management skills, • Excellent oral and written communication skills, • Must have a professional appearance and manner, • Must be able to work flexible hours, • Some travel may be required Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! If you qualify, apply online at . You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

Job DescriptionDescription: STORE Capital Advisors, LLC is seeking motivated Interns to join our Internship Program within the Marketing, Acquisitions, Data Analytics and Underwriting and Portfolio Management teams! MENTORSHIP THROUGH INTERNSHIP STORE’s Internship Program mission is to cultivate and nurture the leaders of tomorrow by providing mentorship, training and real-world experience and exposure within the finance and real estate sector. WE BELIEVE IN • Engaging fresh perspectives, • Expanding our Diverse Workforce, • A minimum of 1 year of professional or volunteer experience in a customer service role, • Junior or Senior studying Finance, Business, or Real Estate or related area, • Pursing a bachelor’s degree preferably in Business, Finance, and or related area required, • Excellent written and oral communication skills, • Proficiency in MS Office including Word, Excel, and PowerPoint, • Self-starter with the capacity to work independently while possessing a team attitude and willingness to learn, • Effective at time and task management, • Ability to think critically, assist in preparing financial analysis, and determine the creditworthiness of a company as a tenant, • Basic ability to understand and interpret corporate financial concepts, including Income Statements, Balance Sheets, and Cash Flow Statements, • Eager and willing to learn the processes of a Real Estate Investment Trust (REIT) Underwriting and Portfolio Management Intern: • Support efforts to underwrite, negotiate and manage single-tenant-net-lease exposure across the United States, which includes the preparation of detailed investment memoranda and presentation materials to Senior Management., • Analysis of property level and corporate financial statements for STORE’s existing customers as well as potential acquisitions., • Assist with forming and communicating investment theses as well as strategies to mitigate any risks across tenants and industries., • Assist the Credit Underwriting and Portfolio Management team in monitoring the performance of STORE’s existing portfolio by conducting credit reviews, analyzing customer financial statements, and identifying potential risks or opportunities., • Help prepare credit memos, and internal presentations used to guide portfolio strategy and decision-making., • Assist in the planning of STORE’s Annual Customer Conference, the Inside Track Forum., • Research venues and entertainment options, attend site visits and assist Marketing Specialist with conference budge, • Create content for Conference Email Marketing Campaign, • Create Email Marketing Content for Prospective and Current Customer Campaigns, • Create content marketing pieces including collateral, white papers, ad copy, etc., • Assist in creating, managing and executing overall Digital Marketing Strategy, • Perform Quarterly Competitor Analysis for Digital Marketing, • Lead Generation through our two primary contact database systems (Pitchbook and Data Axle Genie), • Manage our Sales Conference List and coordinate meetings for our Managing Directors with conference attendees, • Perform Customer Research as directed by our managing directors, • Manage email interactions and assign leads to appropriate Managing Directors as needed, • Work with other department interns on end of semester internship completion project, • Attend related department meetings and contribute as directed Data Analytics: • Support the Data Analytics team by analyzing and interpreting data to support strategic decision-making across the organization., • Assist in the development of dashboards, data visualizations, and ad hoc reports using tools such as Excel, Power BI, and SQL., • Contribute to data integrity projects, help identify data trends, and provide insights that support underwriting, acquisitions, and portfolio management initiatives., • Collaborate with cross-functional teams to ensure data accuracy and improve reporting processes. What’s in STORE for you (Benefits & Perks) • Professional Work Experience, • An opportunity to observe, contribute to the department/organization, • Career connections, mentorship, and networking opportunities, • Internship Completion Project and Certificate Requirements:

Job Description SURMOUNT Brokerage (formerly NNN Pro), the market leading commercial real estate net lease investment sales team in the country, is looking to hire both Associate-level and Experienced brokers / salespersons to join its rapidly growing Scottsdale-based brokerage office. SURMOUNT’s Brokerage Divisions (headquartered in NYC) was formed more than 25 years ago and has sold/cold closed more than $38 billion of net lease real estate, and includes more than 130 team members located across the country. Candidates must have strong communication skills, professional demeanor, and demonstrated interest in pursuing a career in real estate sales. Associates receive a partial forgivable draw in addition to commissions, however, please note this role is a primarily commission-based role with unlimited earnings potential. Responsibilities: • Database and perform proactive outreach to prospective clients, • Create proposal packages, marketing materials, and offering memorandums, • Perform market and property research to be used in marketing materials and valuation reports, • Analyze, review, and interpret real estate source documents, including operating statements, loan documents, leases, and other due diligence material, • Consolidate sales, market, and rent comparables, • Assist in deal management efforts including drafting / collecting key documents, • Experience or demonstrated interest in sales, • Demonstrated interest in real estate industry, • Proficient in Microsoft Office products including Excel, Word, and PowerPoint, • Comfortable with cold calls and client outreach, • Understanding of real estate fundamentals, • Effective oral and written communication skills, • Outstanding quantitative and analytical skills, • Motivated self-starter with effective time management skills and strong attention to detail, • A desire to work within a fast-paced, collaborative and entrepreneurial environment

Job Description Certerra is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for project delivery, and engineered solutions for asset management. We are passionate about contributing to the sustainable development of the communities we serve. We are a national firm with a global reach serving national and international clients from 30+ offices located in 10 states and are ranked on ENR’s Top 500 list alongside the nation’s top firms. With a 60-year history, Certerra has a passion for high-end services, constant innovation, and investment in the development of world-class laboratory facilities, and interactive management technologies. Each member of our staff is committed to service, innovation, and the success of our clients. This Opportunity: Our Office in Tempe, AZ has immediate openings for: Full-time senior level construction materials field testing technician. This position requires a minimum of three to five years of construction materials testing experience. Experience must include field testing of concrete, soil, asphalt, other construction materials, and mix design processes in accordance with ASTM, AASHTO, and State procedures. Other responsibilities will include documenting test results and assisting project managers and engineers with assignments. Duties include, but not limited to, the following: • Testing and inspection of construction materials such as soils, concrete, masonry, and hot mix asphalt, for quality control/quality assurance in a laboratory setting as well as on construction job sites, • Discussion of test results with client's on-site representative, • Preparation of daily reports on project specific activities Job Requirements: • Strong communication and detailed writing skills, • Basic math and writing skills, • Strong work ethic and ability to work as a team player, • Capable of working independently, • Availability to work irregular hours and on weekends Certifications REQUIRED: • American Concrete Institute (ACI), • Field Testing Technician Level I, • Aggregate Testing Technician Level I & II, • Strength Testing Technician, • Masonry Testing Technician (Field) NAQTC, WAQTC, NICET Level III,and/or ICC certifications in: • Field Testing, • Soils / Aggregate Testing, • Asphalt Concrete Testing, • Masonry Testing Good communication and organizational skills, computer skills, good math skills, clean driving record, and pass pre-hire drug screening are required. Managing staff is a plus. Physical Demands • Physical examination required to obtain medical clearance to work, • Ability to stoop, kneel and to routinely lift and carry 50 pounds, • Able to work in variable outside conditions, including extreme heat or cold if need We are an Equal Opportunity Employer. This Company is dedicated to both the letter and the spirit of the equal opportunity employment laws. All applicants and all employees will be evaluated based on their ability, competence, and performance of the essential functions of their positions. There will be no discrimination on the basis of race, sex, national origin, religion, age 40 and over, disability, sexual orientation, marital status, or any other classification which may be protected by federal, state, or local laws. In compliance with the Americans with Disabilities Act, we specifically offer equal opportunity for all employees or job applicants who may have a physical or mental disability. Such people will be hired on the basis of their ability to perform the essential functions of the job in question. Likewise, their work will be evaluated on their performance of these essential functions. We will offer reasonable accommodation to individuals with disabilities, to the extent that Company resources allow without undue hardship. As part of our equal employment policy, there will be no wage differentials based on gender, between men and women employed in the same establishment, on jobs that require equal skill, effort, and responsibility, and which are performed under similar working conditions.

Job Description Job Posting Title NDT Assistant Job Description Certerra is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for project delivery, and engineered solutions for asset management. We are passionate about contributing to the sustainable development of the communities we serve. We are a national firm with a global reach serving national and international clients from 30+ offices located in 10 states and are ranked on ENR’s Top 500 list alongside the nation’s top firms. With a 60-year history, Certerra has a passion for high-end services, constant innovation, and investment in the development of world-class laboratory facilities, and interactive management technologies. Each member of our staff is committed to service, innovation, and the success of our clients. This Opportunity: We have immediate full-time career opportunities for a NDT Assistant Technician in our Phoenix/Tempe office. Certerra offers on-going training and the ability to gain valuable career experience and technical certifications. Job Duties • Test and inspect using NDT procedures on construction job sites., • Prepare daily reports on observation and testing activities, • Review reports and test data for accuracy and completeness Job Requirements: Candidate must meet the following minimum requirements: Work related experience in utility and/or industrial construction Documented education and on-the-job training Good communication and report writing skills Clean motor vehicle record Pass a pre-employment drug screen Complete an FBI fingerprint criminal background check or TWIC card Physical Demands Physical examination required to obtain medical clearance to work Ability to stoop, kneel and to routinely lift and carry 50 pounds Clean driving record and capable of being insured for driving company vehicles Able to work in variable outside conditions, including extreme heat or cold if need We are an Equal Opportunity Employer. This Company is dedicated to both the letter and the spirit of the equal opportunity employment laws. All applicants and all employees will be evaluated on the basis of their ability, competence, and performance of the essential functions of their positions. There will be no discrimination on the basis of race, sex, national origin, religion, age 40 and over, disability, sexual orientation, marital status, or any other classification which may be protected by federal, state, or local laws. In compliance with the Americans with Disabilities Act, we specifically offer equal opportunity for all employees or job applicants who may have a physical or mental disability. Such persons will be hired on the basis of their ability to perform the essential functions of the job in question. Likewise, their work will be evaluated on their performance of these essential functions. We will offer reasonable accommodation to individuals with disabilities, to the extent that Company resources allow without undue hardship. As part of our equal employment policy, there will be no wage differentials based on gender, between men and women employed in the same establishment, on jobs that require equal skill, effort, and responsibility, and which are performed under similar working conditions.

Job DescriptionOur 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. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial 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 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: $100,000 - $150,000 at plan Responsibilities: • 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, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectationsQualifications:, • Must have the ability to successfully network and prospect for new clients, • Relationship management skills are required, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Competitive, • Enterprising, • Coachable, • Communicative, • Self-disciplined, • Authentic What we’re looking for... • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, • This is not just a sales job—it’s a career with purpose and opportunity, • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfactionAbout Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life