our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
This role functions as an individual producer to assist the team in achievement of sales, service, and operation goals for the Region Banking Centers, based on Webster's Strategic Guidelines. This position is designed to support multiple banking centers within the region. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines
of the Bank. Additionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication.
Responsibilities: Responds to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available Evaluates needs of clients and offers appropriate financial products and services, through needs-based conversations, to build and deepen relationships. Perform routine teller transactions like deposits,
withdrawals, check cash, loan payments and other transactions Expected to achieve/ exceed both individual and team goals in sales, service, and operations Maintains compliance with Federal and State regulations as well as bank policies and procedures.
Meet/exceed branch audits and operations evaluation requirements. Ability to adapt to business needs with scheduling and supporting banking centers within a Region. Responsible for building strong relationships with the banking center teams they support, as well as collaborative partnerships with business lines. Education, Experience & Skills High school diploma/GED required; Associate's or Bachelor's degree preferred.
2-3 years of customer service and needs-based banking sales experience preferred. Self-starter and highly motivated. Working knowledge of all products and services. Keeps current with all systems used for branch transaction processing. Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment. Ability to travel to various Banking Centers within the regions. The estimated salary range for this position is $18.50 to $23.00 USD an hour. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location.
In addition, this position is eligible for incentive compensation. #LI-MM1 #ZR All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability or protected veteran status.
safe and even making it possible to breathe on Mars. - Working at Honeywell isn't just about developing cool things. That's why all of our employees enjoy access to dynamic career opportunities across different fields and industries. -Are you ready to help us make the future?
- Honeywell Building Technologies (HBT) is a strategic business unit within Honeywell Buildings. - -HBT innovates to protect and save lives worldwide every day. - -It is a global leader in commercial fire systems and commercial security products. - -Its quality products, integrated system solutions, and services make life safer, more comfortable, more secure, and more productive in every corner of our world. - -You
can find leading-edge HBT technology all around you, including at airports, hotels, healthcare institutions, business centers, stadiums, industries, and schools. -We have an immediate opportunity for a Embedded Firmware Design Verification Supervisor -that has experience as well as -knowledge developing and testing embedded firmware for life safety critical fire control systems.
- -The salary range for this position is $90,400- $136,000. - The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. Responsibilities: Lead the design verification efforts for embedded firmware, from defining design verification strategies
to executing test plans. Collaborate with cross-functional teams, including architects, embedded firmware developers and hardware engineers, to understand design requirements and ensure comprehensive test coverage Develop and maintain verification test plan, test cases and test scripts for embedded firmware projects.
Design and implement automated test frameworks to streamline the design verification process and improve efficiency. Conduct thorough analysis of test results, identify and document defects and work closely with development teams to address issues. Mentor and guide a team of verification engineers and technicians, fostering a culture of excellence and continuous improvements.
Stay abreast of industry trends, emerging technologies and best practices in embedded systems design and verification. Proficient in Agile, specifically applying SAFe to safety critical TDD. Create scripts and/or templates to automate and/or bootstrap infrastructure provisioning and management tasks. Work closely with our Agile development teams to create an automated continuous integration (CI) and continuous delivery (CD) systems. Ability to travel up to 10%. MUST HAVE: BS or MS degree in Computer Science, Engineering or another related area. 5 years of experience in embedded firmware design and verification with a focus on real-time embedded systems and safety critical applications.
Strong embedded firmware design skills, including C, C++, etc. Experience with industry-standard tools and methodologies for verification and validation. Demonstrated ability to lead a team, communicate effectively and drive projects to successful completion. Excellent problem-solving and analytical skills, with attention to detail. Demonstrated experience with secure development, coding, engineering practices. Have effective verbal and non-verbal communication with leadership and peers.
WE VALUE: Six Sigma Green Belt or Black Belt certification. Experience leading projects and multi-site cross-functional teams to achieve milestones and complete deliverables. Previous experience working with all levels of management as well as a global work force. Advanced knowledge and use of Office tools (Excel, Power Point, Word, etc) and ability effectively use Share Point, One Note and Microsoft Teams. Additional Information JOB ID: HRD211734 Category: Engineering Location: One Firelite Pl, Northford, Connecticut,06472, United States Global (ALL)Honeywell is an equal opportunity employer.
Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or interactionual orientation, gender identity or expression, disability, nationality, interaction, religion, or veteran status.
diagrams, outline drawings and bill of materials (BOM) for projects; prepare technical documents. Prepare preliminary design proposals and proposal documents. Participate in engineering and general design review meetings for assigned projects; refine designs after review meeting.
Interact with mechanical engineering staff on mechanical design. Simplify rectifier and standardize engineering designs. Interact with customers on engineering designs and any questions/problems they may have. Perform all necessary calculations such as transformer parameters, SCR selection, efficiency, rectifier circuit analysis, etc. Manage the engineering progress of assigned projects from inception to shipment,
including: working with mechanical engineering department, transformer engineer, manufacturing engineer, production manager, project manager and planning to achieve milestone dates; monitor the engineering progress of project through all stages.
Order long delivery items. Organize periodic meetings to review progress of project. Work on higher level requirements such as cooling systems designs, harmonic filter designs, transformer damage curves control systems and custom designs, and assist with finding out details on other projects, as needed. Interact with vendors concerning parts they supply or propose to supply. Work collaboratively between all departments with regards to all manufacturing
operations for any related issues, problems or improvements; define and solve manufacturing/design issues and implement cost reduction ideas.
Coordinate with internal groups including purchasing, quality control, sales/customer service, production, accounting, and service. Continuously improve quality, workflow and efficiency; drive innovation, product line improvements and cost reductions. Conduct meetings to identify root cause of problems and identify potential solutions. Help develop junior engineering talent, if needed. Required Education/Experience: Bachelor's degree in Electrical Engineering. 10+ years of experience in Power Supply and/or Rectifier Design.
All aspects (electrical and mechanical) of industrial power supply and related product design. Experience or exposure to Auto CAD Electrical a huge plus! Required Skills: Ability to multitask and oversee all aspects of project development. Ability to read, analyze and interpret complex documents in industrial power supply products. Ability to respond effectively to inquiries and customer issues. Ability to deal with non-verbal symbolism such as formulas, scientific equations, graphs, etc. Additional Information: Direct hire with benefits 1st shift, Monday - Friday Salary range: $90 - 130K depending on education and experience Nesco Resource and affiliates (Lehigh G.
I. T Inc, and Callos Resource, LLC) is an equal employment opportunity employer and does not discriminate on the basis of race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, age, or veteran status, or any other legally protected characteristics with respect to employment opportunities.
appointments, coordinate and re-schedule patients and confirm appointments using computerized system. Screens calls, takes messages and directs to appropriate triage. Block schedules for surgeries, vacations, PTO, etc. Prepares the daily schedule of physicians' office, OR and on-call coverage.
Televox: check reports for cancellations daily and remove from schedule. Record details of inquiries, comments and complaints. Opens and closes switchboard according to established procedure. Follows all HIPAA regulations as instructed. Check New Patient list for duplicates. Communicate and coordinate with internal departments. Customer service email correspondence (must have proper grammar to compose
emails to clients. ) Perform administrative functions/tasks and other duties/projects as assigned. Qualifications High school diploma or equivalent Previous experience in high volume/ fast paced environment Previous call center experience preferred Proficient data entry and computer skills Strong customer service support skills Excellent interpersonal, teamwork and communication skills - verbal & written Good listening skills, good grammar and good reading comprehension Punctual, reliable, hardworking, well organized, professional and detail orientated Strong problem solving and critical thinking skills Proven ability to multi task Knowledge of administrative procedures Previous scheduling experience is a plus Bi-Lingual Spanish/English preferred Healthcare industry knowledge helpful Strong computer literacy skills
psychological, intellectual, physical, social, emotional, and spiritual needs while promoting self-esteem in a caring, nurturing environment. The Memory Care Activity Assistant supports and assists the Activity Director in all necessary programming. Memory Care Activity Assistant Duties & Responsibilities: Assists in the development and implementation of an innovative seven day a week activity program that is engaging Responsible for leading and implementing one-on-one, small group and large group activities according to the programming schedule Supports, encourages and directs independent activity pursuits, both individually and in small groups Supports the resident's abilities by understanding
that all aspects of care can be viewed as an activity Demonstrates knowledge about residents in regard to background, participation needs, physical abilities, interests, cognitive capacity and attention span capability Encourages and motivates residents to attend and participate in programming and activities Communicates any changes in the residents condition or behavior pattern to Harbor Care Director Stays with group at all times when on excursions Employment Status: Part-Time Schedule: Saturday, Sunday, Monday (8am - 4pm) We believe in offering our employees meaningful benefits.
Below is a sampling of the benefits we offer our part-time associates. To find out more, please apply today!
Spring Health Wellness Program a Healthy Me Wellness Program Tuition Reimbursement Working Advantage Discounts: including Movie Theaters, Theme Parks, Hotels, Sporting Events & Online Shopping Cell phone discounts with AT&T and Verizon Up to 10 Company Holidays and more!
Memory Care Activity Assistant Requirements: Must have a high school diploma, bachelor's degree or equivalent experience and knowledge of aging and disability issues. Must be qualified by experience and training to develop programs appropriate for elders and disabled individuals Possesses training and knowledge in recreational activities Possesses training and knowledge of Alzheimer's and related dementias Maintains a high level of confidentiality regarding residents, staff, and the community Shows a consistent ability to coordinate multiple tasks, demonstrates a positive attitude, and works well under pressure
standards are adhered to. Verifying the accuracy of all cost information - including confirmation that costs have been properly coded and allocated to the project budget. Producing required accounting and project cost reports. Producing reports on deviations, under-runs and over-runs.
Preparing forecasts and cost trend reports. Reviewing and evaluating trends and their impact on project costs. Monitoring project costs and commitment to budget and forecast. Maintaining change control and the change order register. backssing progress measurement and developing/updating progress curves for progress reporting. Responsible for EVM during all project stages. Develop an Integrated Master Schedule
of the project according to Customer standards and approved scheduling tool. Develop and evaluate the activities in the Integrated Project Schedule that affect the project and be able to capture work that can be completed in six (6) month Look-Ahead increments including work on critical path, work with less than 2 weeks float, work that can be consolidated, and work required to support that which is compatible with other projects.
Develop Project Sequence/Logic - preparation of project schedules that accurately identify the interrelationship of activities to be performed by the various disciplines and Third-Party involvement in the project. Perform Current Schedule and Cost (EV, AC) vs.
Performance Measurement Baseline, compare and highlight major activity deviations between the original baseline and the current plan based on monthly updates.
Perform Critical Path Analysis, identify and analyze critical paths/activities to ascertain project completion in time and in budget, including forecasting delays and evaluation of alternative scenarios. Overall responsibility for providing guidance to other project personnel on good scheduling practices and techniques. Qualifications & Requirements: Minimum 3 years of experience in Project Controlling and 4 years of experience in Construction Project Scheduling required. CAPM or PMI-SP Certificate or equivalent SAP experience required.
Primavera and MS Project experience required. Experience in the functional area under which it will be contracted: Substations, T&D, Gas-Hydro, and OSG.
Here's what awaits you: Share your valuable insights: Utilize your customer service experience to provide insightful feedback on various products and services. Help shape the future: Your feedback will directly influence the development and improvement of products and services used by millions.
Flexible hours: Work whenever your schedule allows, from evenings and weekends to during your lunch break. Earn extra income: Supplement your current income with every insightful opinion you share. No selling, no complaints: This is not a customer service role. You won't be dealing with frustrated customers or resolving technical issues. As a Research Panelist, you'll: Participate in online surveys
and individual interviews. Share your honest and detailed feedback on a variety of topics. Be an active listener and provide thoughtful responses. Maintain confidentiality and adhere to research protocols.
All you need is: Access to a computer, phone or tablet Access to the internet. Fluent English communication. Ability to work independently and meet deadlines. prior experience in customer service isn't required. Ready to make a real difference with your customer service expertise? Join our community of Research Panelists and help us create better products and services for everyone! Click to apply today and look out for email communication from us. Powered by Jazz HR
tools and resources to be successful: Training Outstanding benefits package Competitive wages Company laptop Paid time off The primary responsibilities of the position consist of, but are not limited to: Order entry Parts delivery to customers Shipping and receiving Stocking of parts department Sourcing/ordering parts Internal parts window General customer service Performs other duties as assigned Consistent, regular, and reliable attendance including being ready for work at the designated start time Desired Skills and Qualifications: One to two years of previous parts and/or inventory control experience High school diploma/GED Basic mechanical understanding and the ability to
identify by sight and by name the parts of an industry related piece of equipment Excellent communication skills and professionalism is required Proper phone etiquette Equipment: Infrequent use of a step ladder, foot stool, pallet mover and hand truck Computer programs - Microsoft Word, Excel, Outlook, Vendor web portals, inventory/order processing software Language Skills - Basic: Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees of the organization. Mathematical Skills - Basic:
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
Ability to perform these operations using units of American money and weight measurement, volume, and distance. Reasoning Ability - Intermediate: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Physical Demands/Work Environment: Physical/Sensory Functions: Regularly will use hands, talk/hear; Frequently will walk, sit; Occasionally will stand, reach with hands and arms, stoop, kneel, crouch or crawl, climb or balance Vision: No special vision requirements Lift and/or Move Functions: Occasionally will lift up to 50 pounds Work Environment: Occasionally will work near moving mechanical parts, fumes or airborne particles, toxic or caustic chemicals, outdoor weather conditions and vibration About Alta: Culture is Job #1.
Alta Equipment Group prides itself in living by our Guiding Principles: Invest in the Best, Passion for Excellence, Customers for Life, Mutual Respect and One Team. More than an equipment company, Alta is an innovator of solutions, delivering diverse products and unrivaled support centered on building lasting customer relationships.
If you have a passion for excellence and are ready to make a difference within our organization, we're ready for you. Whether it's selling the world's-best big iron, rolling up your sleeves and servicing our industry-leading construction and material handling product brands or being a difference maker behind the scenes, we can use your skillset. At Alta Equipment Group, we believe in mutual respect and are committed to diversity while inspiring our employees to reach their maximum potential. Voted a " Top Work Place USA" our employees across North America are committed to excellence.
It's the Alta way. So, let's start the conversation. Click the link to apply and begin the journey of a lifetime. What We Look For: At Alta Equipment Group, we are looking for candidates who are a cultural fit with our organization and understand that every task and job goes toward fostering customers for life. Along with that, a great attitude that embraces mutual respect and delivering a consistent high energy level that exudes a passion for excellence. Also, we are searching for a skill set that has a high aptitude for the position with a continual focus on investing in one's profession through additional training and learning.
Other Opportunities at Alta: Please visit our careers page at altg. jobs to view other openings that may be of interest to you! Alta Equipment Group is an equal opportunity employer. This means we do not discriminate on account of age, race, religion, color, interaction, national origin, ancestry, citizenship, height, weight, marital status, familial status, disability, genetic information, military status, veteran status, misdemeanor arrest record, or membership in any other classification protected under applicable law.
If you believe the Company has violated its equal employment opportunity policy in any way, please contact xyz X@ immediately Other details Pay Type Hourly
will be an experienced accounting professional who wants to work with a diverse team of highly motivated professionals focused on delivering high-quality of work in a timely and accurately manner. You will be responsible for contributing to the financial controls processes and related monitoring and governance of deficiencies of the CFO organization.
This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams seeking solid execution and improving outcomes. The Team As part of the broader Accounting Policy/Advisory and Control Oversight team in the Controllers Organization of Corporate Finance, this position is a
key contributor on the Control Oversight team that monitors the health of our financial controls environment. Our team is highly motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration.
Team members are energized to improve quality of our control environment by working closely with internal stakeholders and external auditors/project consultants. - We strive to continuously improve by working together as team to make each other and our processes better. The Impact As a Controls Oversight Associate II, you will work with the Head of Accounting Policy/Advisory and Controls Oversight and Controls Oversight Director and be a key team
player owning oversight of the company's financial internal control environment.
Your responsibilities will include, among others, the following tasks: Monitoring control deficiencies impacting the Company's financial statements, including partnering with process/deficiency owners to determine appropriate risk ranking of known and emerging control issues, design and deployment of effective remediation plans and seeing those issues through to timely closure Support/oversee testing of internal controls Assisting in managing and reporting on the control issues trends Supporting the broader Controller's Organization to improve the standardization of control deficiency backssment and remediation plan development process Improving efficiency and effectiveness of controls and their execution by performing targeted quality review procedures with process owners The Minimum Qualifications BS in accounting, finance or related 3+ years of experience in financial analysis and reporting Knowledge of and experience with US GAAP or Statutory accounting/reporting The Ideal Qualifications MBA or equivalent preferred - 5+ years of experience in financial analysis and reporting Certified Public Accountant (CPA) qualification Experience with and knowledge of US GAAP and Statutory accounting/reporting Strong oral and written communication skills Demonstrate strong accountability and commitment Ability to perform independent research and serve as a key resource for the resolution of unique or complex business problems Customer focus, change & innovation, strategic thinking, relationship building & influencing Ability to proactively take ownership of assignments and drive them through to completion Intellectual curiosity to continue learning and adding breadth and depth to understanding the tasks at hand Strong multi-tasking skills and ability to adapt to change Experience working in a Finance transformational setting; driving continuous improvements and efficiencies beyond own scope of responsibility Advanced knowledge of Excel and Power Point What to Expect as Part of Mass Mutual and the Team Regular meetings with the Accounting Policy/Advisory and Controls Oversight team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits#LI-MS1Mass Mutual is an Equal Employment Opportunity employer Minority/Female/interactionual Orientation/Gender Identity/Individual with Disability/Protected Veteran.
We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
with you What You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax
preparation experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries,
you will be working toward advancing our goal of " Powering Prosperity Around the World.
" You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW
with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed.
We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our
interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do whats best for our customers and collaborate to drive progress.
Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Investments Compliance Analyst POSITION LOCATIONStamford, CT (hybrid)YOUR ROLEAs an Investments team member, youll play a key role in the innovative investment strategies that enable our company and our financial products to serve our customers and their families when they need
us most now and in the future. The Investments Compliance Analyst is an integral part of the Investments Legal and Compliance Team and will report directly to the Investments General Counsel.
You will assist with compliance activities for Genworths investment organization in coordination with the corporate compliance framework. What you will be doing Monitor insurance regulatory, internal investment limits and guidelines to ensure compliance Monitor corporate trading activities Assist with preparation of quarterly compliance metrics report to Investments Leadership. Monitor external investment managers to ensure compliance with investment management agreements and legal/regulatory requirements Help prepare training materials for associates on legal, policy, and industry requirements Support creation and modification of policies and procedures to ensure best practices and address changing regulatory environment Coordinate communication and training on investments and corporate compliance issues What you bring Bachelors degree Ability to function independently and multi-task with attention to detail Superior writing, oral communication, and interpersonal skills Familiarity with Power Point, Word, Excel, etc.
Employee Benefits & Well-Being Genworth employees make a difference in peoples lives every day.
Were committed to making a difference in our employees lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded! ) Generous Paid Time Off Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services The base salary pay range for this role starts at a minimum rate of $65,000 up to the maximum of $107,400.
In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 7% of your base compensation. The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.
ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
to manage and consistently complete planned engagements or projects Assumes responsibility and accountability of work of those supervised Promotes cooperation within and across client service and project teams Great project management, analytical, interpersonal, oral and written communication skills Strong computer skills, Pro System experience a plus The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
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and audits Establish targets for all accounting and finance personnel Be proactive when it comes to the company's financial position and act to prevent problems. Requirements/Skills: CPADegree in Accounting or Finance or related Experience as a Controller, Finance Manager or Finance Director in a manufacturing or distribution setting Experience managing direct reportinteractioncel Strategic financial experience Excellent opportunity to grow in the future!
Please send a resume to SGoudy if you would like to be considered or apply online below UI888849
of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment
recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars We're a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working.
We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) Is a self-starter who efficiently manages time and capacity.
Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills: Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Strong computer skills and the ability to multitask in a demanding environment. A bachelor's degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Shift:1st shift (United States of America)Hours Per Week: 40
