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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

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 01-01-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Job Description What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate. What experience and skills do I need to be successful? • Bachelor's degree in finance, business administration, or a related business field., • Experience in a financial advisor or related position., • Series 66 or Series 65 licensure., • General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM. Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition: • Competitive medical, dental, and vision insurance plans., • FSA/HSA account options., • Paid Time Off (PTO)., • 401k employer matching program to save for retirement., • Tuition reimbursement and professional growth opportunities through continuing education., • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness., • Bonuses for helping with business development leads. This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting. How do I join? The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn. More about MBE Wealth: MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Job Description Sonoran University of Health Sciences shapes a healthier future by supporting students as they train to excel as healthcare professionals, by enhancing the health and wellbeing of our patients and communities, and by discovering effective treatments for humanity grounded in the healing power of nature. Our vision is a world that embraces the healing power of nature. Located in Tempe, Arizona, the overall environment is vibrant and dynamic, with passionate students, staff, and faculty. As a private institution, Sonoran University is dedicated to fostering a supportive, inclusive community for all. Sonoran community members embody and promote inclusive excellence (IE*). This includes a commitment to respecting diverse perspectives and continually advancing your understanding and practices around equity, belonging, and support for all students, employees, patients, and our greater community. You will contribute to a campus culture that embraces our core values. Job Description/Summary: The Academic Advisor provides academic advising to students for all institutional degree programs. This position is a key contributor to increasing student retention and graduation by supporting Sonoran students in degree completion. This dynamic individual will work directly with the other Academic Advisors under the leadership of the University Registrar in the areas of: special schedule advising; maintaining advising records and Student Information System (SIS) data integrity; building personalized relationships with both online and on-ground students, communicate with students regarding academic policies, and their academic progress; ensure the completeness, accuracy and security of student transcripts and pertinent records in compliance with the Family Educational Rights and Privacy Act of 1974 (FERPA). The Academic Advisor supports or directly responsible for the following: • Serve as the primary guide to both online and ground students to ensure that students stay on track to meet their educational goals and assist students in understanding and completing degree requirements., • Provide one-on-one advising to students on alternative tracks, checking for pre-requisites and ensuring proper registration in required classes for their Program of Study (POS)., • Closely monitor students to proactively identify at-risk scenarios and offer comprehensive outreach to develop, implement, measure and improve academic success strategies., • Skilled at connecting and building rapport with students from diverse backgrounds, • Provide students with proactive guidance on acclimating to their new graduate lifestyle and building supportive personal environments and best practices to facilitate their student success., • Maintain documentation for student files including electronic records to support academic progression and advisement for student success., • Responsible for a thorough understanding of the college curriculum and progression in the various POS tracks; maintaining college and academic policies, protocol, standards and procedures to maintain SIS data integrity., • Responsible for maintaining program information and providing directions to students interested or participating in the joint degree programs (PIHMA and MPH)., • Empower students to maintain effective connections to the College and its online community of learners., • Provide one on one assistance to online or ground students in navigating and using the LMS system., • Help with Registrar’s Office phone queue and general inquiries, as needed., • Follows department operating procedures, actively participates in collaborative environments, works cross-departmentally and out of normal scope of practice when needs arise, • Actively engage in professional growth activities and events to advance inclusive excellence by being a lifelong learner and innovator., • Possesses a growth mindset with a willingness to embrace innovative techniques and inclusive excellence practices; fosters a sense of belonging and establishes a welcoming environment for all individuals., • Perform additional duties as assigned. Experience Required • Preferred experience: 1 year as an academic advisor or 2+ years as a student services provider in a college-level setting, • 1–2 years – demonstrated ability to manage multiple priorities with strong organizational, communication, and problem-solving skills in an academic or student-facing setting, • 1 year – experience assisting individuals in stressful situations, with a focus on de-escalation, empathy, and appropriate referrals, • 1 year – experience working with diverse populations in a professional setting, both in-person and remotely, • 1 year – experience handling confidential information in accordance with FERPA or other privacy guidelines, • 1 year – demonstrated ability to research and apply best practices or procedural guidelines, • 1–2 years – proficiency using Microsoft Office (Word, Excel, Outlook) and comfort navigating databases or student information systems, • Demonstrated adaptability to changing processes and ability to learn new technologies quickly Education Requirements Minimum Education /Certifications Bachelor’s degree in field related to area of assignment. or any combination of education, training, and experience that provides the required knowledge and abilities Desired Education /Certifications Master’s degree in field related to area of assignment. Working Environment Activities are performed in an environmentally controlled office setting subject to extensive periods of sitting, keyboarding and manipulating a computer mouse. Required to stand for varying lengths of time and walk moderate distances to perform work. Frequent bending, reaching, lifting, pushing and pulling of up to 25 pounds. Regular activities require ability to quickly change priorities which may include and/or are subject to resolution of conflicts. Communicate to perform essential functions. Work Schedule This is a full-time, exempt (salaried) position. Standard working hours are Monday through Friday, scheduled during Sonoran University’s institutional operating hours. Occasional evening or weekend hours may be required during peak advising periods, special events, or orientation. This is a hybrid position, allowing the Academic Advisor to work remotely from a home office setting (with limited distractions) up to two days per week, with prior approval from the supervisor. Remote work may not be authorized until completion of onboarding and training. In-person presence may be prioritized during periods of high student engagement. The on-campus work location is in Tempe, Arizona. Background/Screening All candidates offered a position at SONORAN UNIVERSITY undergo a background and drug screen prior to hire. All employees must show documentation of vaccinations or provide titer results for measles prior to first day of work (unless religious or medical exemption is on file). Employment is contingent upon satisfactory outcome of all screens required of this position. SONORAN UNIVERSITY is an Equal Opportunity Employer committed to a diverse and inclusive workforce. We consider applicants for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other legally protected status. SONORAN UNIVERSITY is a smoke free campus. • Inclusive Excellence is the standard set by an organization to intentionally integrate diversity, inclusion, and equity into its organizational pursuit of excellence. About Sonoran University: Sonoran University of Health Sciences is a non-profit and internationally recognized higher education institution dedicated to shaping a healthier future. Guided by our mission to support students as they train to excel as healthcare professionals, enhance the health and wellbeing of our patients and communities, and discover effective treatments grounded in the healing power of nature. We uphold our core values: We shape the future, we love, we achieve excellence, we are resilient, and we do the right thing. The University’s College of Naturopathic Medicine, College of Nutrition, and School of Mental Health offer evidence-based programs designed to shape a healthier tomorrow by preparing the next generation of healthcare professionals. To serve the University’s mission, the Sage Foundation for Health supports several Community Clinics focused on providing free naturopathic medical care to local underserved communities within the Phoenix Metro area. The College of Nutrition’s Virtual Center for Personalized Nutrition aims to eliminate traditional barriers to nutritional care by providing personalized and evidence-based care delivered at no cost via telehealth. The Ric Scalzo Institute for Botanical Research is a state-of-the-art molecular biology/phytochemistry laboratory seeks to improve therapies for global health concerns by exploring traditional medicine at the cellular, molecular, and cultural level to create novel botanical solutions that support people, plants, and planet. The University’s Clinical Care branch operates two open-to-the-public clinics at the Tempe Campus. The Medical Center provides naturopathic healthcare for a wide range of patients including but not limited to; family medicine, nutrition and digestive health, mental health and well-being, dermatologic conditions, endocrine and auto-immune concerns, and acute symptoms. The Neil Riordan Center for Regenerative Medicine focuses on non-opioid solutions to pain and pain management utilizing treatments ranging from cupping and acupuncture to regenerative injection therapies. The Medicinary is the largest natural pharmacy in Arizona, offering an expansive collection of the highest quality, professional-grade supplements, herbs, and natural health products. Every purchase made at the Medicinary helps support the Sage Foundation and its mission to provide free healthcare to those in need. Nurture your knowledge, visit sonoran.edu Benefits: At Sonoran University, we achieve excellence and shape the future by fostering a workplace where you can thrive and grow! Our benefits go above and beyond to support your health, happiness, and lifestyle. Qualifying employees enjoy comprehensive medical, dental, and vision plans, vacation time, 12 paid holidays, a 401(k) plan with a discretionary match, and employer-sponsored life, AD&D, and long-term disability coverage. Every team member benefits from paid sick time, and exclusive perks like free office visits at our Medical Center and Neil Riordan Center, plus discounts at the largest medicinary in the Southwest — with shipping available! Enjoy a delicious meal our onsite café, or unwind in our fully equipped employee breakroom with a full kitchen, coffee, and new snacks every month. Prioritize your wellness with free personalized nutritional care, a yoga studio, a fitness center, and covered parking. Explore a wealth of knowledge in our library, rock your Sonoran pride on Casual Wednesdays, and be celebrated through our annual Employee Appreciation Day. Want more? Access exclusive deals on attractions, shows, shopping, and more through Tickets At Work and LifeMart. With a flexible hybrid work environment and an inspiring culture, Sonoran University is where passion and purpose meet to create a workplace like no other!

Job Description Sonoran University of Health Sciences shapes a healthier future by supporting students as they train to excel as healthcare professionals, by enhancing the health and wellbeing of our patients and communities, and by discovering effective treatments for humanity grounded in the healing power of nature. Our vision is a world that embraces the healing power of nature. Located in Tempe, Arizona, the overall environment is vibrant and dynamic, with passionate students, staff, and faculty. As a private institution, Sonoran University is dedicated to fostering a supportive, inclusive community for all. Sonoran community members embody and promote inclusive excellence (IE*). This includes a commitment to respecting diverse perspectives and continually advancing your understanding and practices around equity, belonging, and support for all students, employees, patients, and our greater community. You will contribute to a campus culture that embraces our core values. Job Description/Summary: The Associate Director of Development is a key leader within the Development team, serving as both a high-level donor strategist and an operational partner in campaign execution. Acting as the second in command to the Director of Development & Alumni Relations, this role plays a central part in driving individual giving, deepening donor relationships, and leading innovative funding partnerships that advance the organization’s mission. This position blends strategic thinking with implementation agility, offering a unique opportunity to shape community-based initiatives, major giving campaigns, and alumni engagement programs. Key Responsibilities Donor Strategy & Engagement • Develops and implements giving strategies for mid-level donors ($1k-$25k), • Builds long-term relationships through personalized stewardship and cultivation plans, • Oversees planned giving, donor upgrade pathways, and targeted solicitation efforts, • Partners with the Director to shape donor communication frameworks and campaigns, • Assists Director with major donor strategies Strategic Partnerships • Leads efforts to identify, build, and maintain strategic relationships across the community, • Works closely with external partners, alumni networks, and corporate sponsors, • Designs partnership models that align with institutional priorities and donor interests Campaigns & Grant Development • Leads the strategy and execution of select giving campaigns and initiatives, • Manages grant applications, proposals, and reporting. Authors and leads team on execution of grants., • Collaborates with team members to align fundraising efforts across channels Organizational Leadership • Acts as a thought partner and strategic advisor to the Director of Development & Alumni Relations, • Supports planning processes, team-wide goal setting, and cross-functional collaboration, • Serves as a mentor and connector within the development team Experience Required • 5+ years of experience in nonprofit fundraising or donor strategy, • Proven success cultivating and closing mid-to-high level gifts, • Exceptional relationship-building, communication, and project leadership skills, • Experience with grant writing, campaign management, and CRM systems (e.g., Raiser’s Edge, Salesforce), • Experience with higher education and/or healthcare fundraising Education Requirements Minimum Education /Certifications Bachelor’s degree in field related to area of assignment. Working Environment Activities are performed in an environmentally controlled office setting subject to extensive periods of sitting, keyboarding and manipulating a computer mouse. Required to stand for varying lengths of time and walk moderate distances to perform work. Frequent bending, reaching, lifting, pushing and pulling of up to 25 pounds. Regular activities require ability to quickly change priorities which may include and/or are subject to resolution of conflicts. Communicate to perform essential functions. Background/Screening All candidates offered a position at SONORAN UNIVERSITY undergo a background and drug screen prior to hire. All employees must show documentation of vaccinations or provide titer results for measles prior to first day of work (unless religious or medical exemption is on file). Employment is contingent upon satisfactory outcome of all screens required of this position. SONORAN UNIVERSITY is an Equal Opportunity Employer committed to a diverse and inclusive workforce. We consider applicants for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other legally protected status. SONORAN UNIVERSITY is a smoke free campus. • Inclusive Excellence is the standard set by an organization to intentionally integrate diversity, inclusion, and equity into its organizational pursuit of excellence. About Sonoran University: Sonoran University of Health Sciences is a non-profit and internationally recognized higher education institution dedicated to shaping a healthier future. Guided by our mission to support students as they train to excel as healthcare professionals, enhance the health and wellbeing of our patients and communities, and discover effective treatments grounded in the healing power of nature. We uphold our core values: We shape the future, we love, we achieve excellence, we are resilient, and we do the right thing. The University’s College of Naturopathic Medicine, College of Nutrition, and School of Mental Health offer evidence-based programs designed to shape a healthier tomorrow by preparing the next generation of healthcare professionals. To serve the University’s mission, the Sage Foundation for Health supports several Community Clinics focused on providing free naturopathic medical care to local underserved communities within the Phoenix Metro area. The College of Nutrition’s Virtual Center for Personalized Nutrition aims to eliminate traditional barriers to nutritional care by providing personalized and evidence-based care delivered at no cost via telehealth. The Ric Scalzo Institute for Botanical Research is a state-of-the-art molecular biology/phytochemistry laboratory seeks to improve therapies for global health concerns by exploring traditional medicine at the cellular, molecular, and cultural level to create novel botanical solutions that support people, plants, and planet. The University’s Clinical Care branch operates two open-to-the-public clinics at the Tempe Campus. The Medical Center provides naturopathic healthcare for a wide range of patients including but not limited to; family medicine, nutrition and digestive health, mental health and well-being, dermatologic conditions, endocrine and auto-immune concerns, and acute symptoms. The Neil Riordan Center for Regenerative Medicine focuses on non-opioid solutions to pain and pain management utilizing treatments ranging from cupping and acupuncture to regenerative injection therapies. The Medicinary is the largest natural pharmacy in Arizona, offering an expansive collection of the highest quality, professional-grade supplements, herbs, and natural health products. Every purchase made at the Medicinary helps support the Sage Foundation and its mission to provide free healthcare to those in need. Nurture your knowledge, visit sonoran.edu Benefits: At Sonoran University, we achieve excellence and shape the future by fostering a workplace where you can thrive and grow! Our benefits go above and beyond to support your health, happiness, and lifestyle. Qualifying employees enjoy comprehensive medical, dental, and vision plans, vacation time, 12 paid holidays, a 401(k) plan with a discretionary match, and employer-sponsored life, AD&D, and long-term disability coverage. Every team member benefits from paid sick time, access to Aflac, and exclusive perks like free office visits at our Medical Center and Neil Riordan Center, plus discounts at the largest medicinary in the Southwest — with shipping available! Enjoy delicious savings at Early Bird Vegan, our onsite café, or unwind in our fully equipped employee breakroom with a full kitchen, coffee, and new snacks every month. Prioritize your wellness with free personalized nutritional care, a yoga studio, a fitness center, and covered parking. Explore a wealth of knowledge in our library, rock your Sonoran pride on Casual Wednesdays, and be celebrated through Bonusly, our employee recognition program packed with gift cards and prizes. Want more? Access exclusive deals on attractions, shows, shopping, and more through Tickets At Work and LifeMart. With a flexible hybrid work environment and an inspiring culture, Sonoran University is where passion and purpose meet to create a workplace like no other!

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

Sales Performance: Conduct coaching sessions and trainings not only to help advisors expand their knowledge and meet their sales goals. Excellent communication skills and a track record of success in sales, sales leadership and overall leadership skills. As a leader in the financial advisor-mediated

Bilingual in English and Mandarin required.

Bilingual in English and Mandarin required.

Job Description About the Role: We are seeking a Contract Recruiter to join our team in Tempe, AZ. This role will be dedicated to supporting the hiring needs within the financial advisor and wealth management space. The successful candidate will work 100% onsite, collaborating closely with hiring managers and clients to ensure a smooth recruitment process. Key Responsibilities: • Review applications and conduct candidate prescreens, • Communicate effectively and professionally with candidates and hiring managers, • Manage full lifecycle recruiting, including posting jobs, interviewing, and coordinating offers, • Partner with hiring managers to understand staffing requirements, • Collaborate with clients to ensure seamless recruitment processes, • Maintain accurate records and oversee requisitions through ATS, • Must be located in Tempe, AZ and able to work onsite five days per week, • Proven experience supporting recruitment for various positions., • Demonstrated full lifecycle recruiting expertise, including candidate sourcing, interviews, and offer management, • Excellent communication skills, both verbal and written, • Strong organizational skills with the ability to manage multiple requisitions in an applicant tracking system (ATS), • Ability to collaborate effectively with hiring managers, clients, and team members, • Agile, adaptable, and proactive problem solver in a dynamic environment, • Availability to work Monday through Friday, 8:00am–5:00pm or 7:00am–4:00p

Job Description Sonoran University of Health Sciences shapes a healthier future by supporting students as they train to excel as healthcare professionals, by enhancing the health and wellbeing of our patients and communities, and by discovering effective treatments for humanity grounded in the healing power of nature. Our vision is a world that embraces the healing power of nature. Located in Tempe, Arizona, the overall environment is vibrant and dynamic, with passionate students, staff, and faculty. As a private institution, Sonoran University is dedicated to fostering a supportive, inclusive community for all. Sonoran community members embody and promote inclusive excellence (IE*). This includes a commitment to respecting diverse perspectives and continually advancing your understanding and practices around equity, belonging, and support for all students, employees, patients, and our greater community. You will contribute to a campus culture that embraces our core values. Job Description/Summary The position of Admissions Recruiter is responsible for identifying, informing, engaging and recruiting prospective students to enroll in Sonoran University’s academic programs. Recruitment activities include phone, SMS, instant message, and Email outreach, conducting presentations, webinars, and podcasts for students and undergrad advisors, travelling in and out of state to various fairs, conferences, and events to further admission goals. This position utilizes Salesforce, a customer relationship management system, marketing systems, and Microsoft Office products to complete their duties and must be comfortable working with technology to analyze prospective student records and document all recruitment interactions and activities. Direct Responsibilities: The Admissions Recruiter is directly responsible or provides support for the following • Acquiring and demonstrating a thorough knowledge of Sonoran’s mission, programs, admission policy and application procedures, and familiarity with academic program career paths., • Meeting recruitment goals by working with prospective students in the pipeline from their first inquiry to their matriculation into a program, • Disseminating informational material to prospective students via email, mail, or in person interactions., • Contacting prospective students by phone, text, instant message, and email, discussing college program offerings and answering questions about admission requirements, application process, enrollment process, curriculum, student life, and career options., • Administrative duties include ensuring that prospective student information is captured in our Customer Relationship Management System, Salesforce, accurately and according to admissions processes and procedures, • Participate in the planning and implementation of on-site and virtual admissions events including but not limited to open houses, tours, student experiences, presentations., • Represent Sonoran University at local, state, regional and out of state events as assigned. These include, but are not limited to, undergraduate college visitations, local and regional graduate and career fairs, health career programs, AANMC events, advisor presentations, conferences and community fairs., • Responsible for planning, implementing, and collaborating with marketing professionals on various in person and virtual recruitment activities including webinars, podcasts, presentations, and engaging with individuals on social media channels., • Assist with gathering documents and materials related to the student application and working with Salesforce administrators to ensure any issues, errors, or discrepancies are resolved in a timely manner., • Explore new opportunities and develop innovative strategies to build sustainable relationships within local colleges/universities., • Attend regularly scheduled Admission Staff meetings and other appropriate meetings as required., • Maintain a weekly report of activities, including phone and written correspondence, visits, on-campus programs, and other relevant information required by the Admissions Office and reporting on spotted trends or areas of concern affecting recruitment of students., • Contribute to students’ experience to positively impact enrollment. Maintain contact with enrolled/re-entering students as necessary. Provide follow-up on a regular basis to ensure student satisfaction and student success., • Other duties as assigned Experience/Skills Required:, • 2 years – work experience in education sales/recruitment environment, preferably at a graduate level, interacting virtually and in person with students., • 1 year experience preferred with utilizing Salesforce or a similar Customer Relationship Management system in an educational environment., • Experienced with delivering in-person and virtual presentations to support recruitment and admissions activities and events., • Demonstrates comprehensive knowledge of admissions and recruitment programs, including the ability to ensure compliance with applicable governmental guidelines and regulations., • A proven ability to meet established goals and strategic objectives., • Candidate must possess strong communication skills and able to convey information in a clear, succinct, professional, and kind manner., • Demonstrate exceptional time management and organizational skills., • Display advanced proficiency using Salesforce, Outlook, Teams, and other Office 365 products., • Works collaboratively with team to accomplish admission goals and initiatives, • Able to adapt quickly to changing priorities, resolve conflicts effectively, and maintain clear communication to perform essential functions. Education Requirements: Minimum Education /Certifications Bachelor’s degree in field related to area of assignment Desired Education/Certifications Master’s degree in field related to area of assignment. The university will also consider applicants with equivalent combinations of education and/or experience from which comparable knowledge, skills and abilities have been achieved. Working Environment Requirements: • The is a hybrid position, requiring up to 3 days on campus per week. Training may require being on campus 5 days a week at manager’s discretion until able to work independently., • Requires annual travel, including overnight trips, to fulfill recruitment and outreach responsibilities., • Must be able to carry marketing materials and equipment weighing up to 50 lbs. while traveling., • Occasional weekends and evenings are required to support admissions events., • Involves extensive periods of sitting, keyboarding, and using a computer mouse., • Occasionally requires standing for extended periods and walking moderate distances to complete tasks. Background/Screening: All candidates offered a position at SONORAN UNIVERSITY undergo a background and drug screen prior to hire. All employees must show documentation of vaccinations or provide titer results for measles prior to first day of work (unless religious or medical exemption is on file). Employment is contingent upon satisfactory outcome of all screens required of this position. SONORAN UNIVERSITY is an Equal Opportunity Employer committed to a diverse and inclusive workforce. We consider applicants for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other legally protected status. SONORAN UNIVERSITY is a smoke free campus. • Inclusive Excellence is the standard set by an organization to intentionally integrate diversity, inclusion, and equity into its organizational pursuit of excellence. About Sonoran University: Sonoran University of Health Sciences is a non-profit and internationally recognized higher education institution dedicated to shaping a healthier future. Guided by our mission to support students as they train to excel as healthcare professionals, enhance the health and wellbeing of our patients and communities, and discover effective treatments grounded in the healing power of nature. We uphold our core values: We shape the future, we love, we achieve excellence, we are resilient, and we do the right thing. The University’s College of Naturopathic Medicine, College of Nutrition, and School of Mental Health offer evidence-based programs designed to shape a healthier tomorrow by preparing the next generation of healthcare professionals. To serve the University’s mission, the Sage Foundation for Health supports several Community Clinics focused on providing free naturopathic medical care to local underserved communities within the Phoenix Metro area. The College of Nutrition’s Virtual Center for Personalized Nutrition aims to eliminate traditional barriers to nutritional care by providing personalized and evidence-based care delivered at no cost via telehealth. The Ric Scalzo Institute for Botanical Research is a state-of-the-art molecular biology/phytochemistry laboratory seeks to improve therapies for global health concerns by exploring traditional medicine at the cellular, molecular, and cultural level to create novel botanical solutions that support people, plants, and planet. The University’s Clinical Care branch operates two open-to-the-public clinics at the Tempe Campus. The Medical Center provides naturopathic healthcare for a wide range of patients including but not limited to; family medicine, nutrition and digestive health, mental health and well-being, dermatologic conditions, endocrine and auto-immune concerns, and acute symptoms. The Neil Riordan Center for Regenerative Medicine focuses on non-opioid solutions to pain and pain management utilizing treatments ranging from cupping and acupuncture to regenerative injection therapies. The Medicinary is the largest natural pharmacy in Arizona, offering an expansive collection of the highest quality, professional-grade supplements, herbs, and natural health products. Every purchase made at the Medicinary helps support the Sage Foundation and its mission to provide free healthcare to those in need. Nurture your knowledge, visit sonoran.edu Benefits: At Sonoran University, we achieve excellence and shape the future by fostering a workplace where you can thrive and grow! Our benefits go above and beyond to support your health, happiness, and lifestyle. Qualifying employees enjoy comprehensive medical, dental, and vision plans, vacation time, 12 paid holidays, a 401(k) plan with a discretionary match, and employer-sponsored life, AD&D, and long-term disability coverage. Every team member benefits from paid sick time, and exclusive perks like free office visits at our Medical Center and Neil Riordan Center, plus discounts at the largest medicinary in the Southwest — with shipping available! Enjoy a delicious meal our onsite café, or unwind in our fully equipped employee breakroom with a full kitchen, coffee, and new snacks every month. Prioritize your wellness with free personalized nutritional care, a yoga studio, a fitness center, and covered parking. Explore a wealth of knowledge in our library, rock your Sonoran pride on Casual Wednesdays, and be celebrated through our annual Employee Appreciation Day. Want more? Access exclusive deals on attractions, shows, shopping, and more through Tickets At Work and LifeMart. With a flexible hybrid work environment and an inspiring culture, Sonoran University is where passion and purpose meet to create a workplace like no other!

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Financial Solutions Advisor - East Valley Phoenix Area.

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