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JFS WEALTH ADVISORS LLCPittsburgh, PA
Associate Wealth Advisor The JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment. As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients. With more than $4 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well. We are actively recruiting an Associate Wealth Advisor to add a new member to our team. This position will have the opportunity to learn, grow and add value to our clients by working alongside our experienced staff of Wealth Advisors in our Pittsburgh, PA office. Responsible for providing advisor support and/or service to clients, with a career track toward becoming a Wealth Advisor. Serves as back-up to our Client Relationship Specialists. If you are looking for a dynamic firm with a collegial culture and growth opportunity, JFS is the place for you. Essential Job Functions IDENTIFIES AND FULFILLS CLIENT'S FINANCIAL PLANNING NEEDS . Works with Lead Advisors to interview clients to determine assets, liabilities, cash flow, insurance coverage, tax status and financial objectives. Analyzes client's financial status, develops financial plans based on analysis of data and discusses financial options with client. Prepares personal financial plans for presentation by other professional staff and/or presents personal financial plans personally. Interfaces with other internal or external financial professionals, as needed. ASSURES THAT CLIENT PLANS ARE EXECUTED AND MODIFIED AS NEEDED. Attends or Performs Progress Review meetings regarding financial plans and investment accounts. Maintains contact with client and/or Advisors to revise plans based on modified goals and needs of client or changes in investment markets, tax laws, retirement and insurance opportunities. Researches information to resolve complex client situations. Monitors investment accounts to assure that planned strategy is being implemented and transfers are proceeding properly. COORDINATES CLIENT MEETING PREPARATION AND MEETING FOLLOW-UP . Works with an Advisor and Client Relationship Support to prepare for client meetings including developing meetings agendas, note review, account performance review, and completing Financial Goal Plan updates. Responsible to complete and/or monitor completion of meeting follow-up tasks. May also participate in client meetings as requested by Lead Advisor. PARTICIPATION IN BUSINESS DEVELOPMENT ACTIVITIES. Participation in prospect and COI development activities of client service team. PARTICIPATES IN FIRM TEAMS AS ASSIGNED. Participates in team meetings such as Financial Planning/Wealth Strategies Team and/or Investment Team and/or Business Development Team, and others as directed by supervisor(s). INTERFACES WITH CLIENTS TO PROVIDE EXCEPTIONAL SERVICE. Follows up with clients for additional information required by Advisors of their client service team. Meets with clients as requested by Advisors and follows up on client questions and concerns with Advisors. Serves as contact / resource for clients calling with questions regarding their asset management accounts. Executes on directions from clients to meet any of their transactional and other needs. Forwards calls or questions that cannot be answered to an Advisor as appropriate. Communicates daily with asset management team members regarding items that affect clients who are currently being served. PROVIDES CLIENT RELATIONSHIP SUPPORT FOR ADVISORS. Facilitates and executes tasks and ensures prompt and complete follow through. May prepare performance reports, including certain institutional reports. INTERFACES WITH CUSTODIANS, AS NEEDED. As backup to CRS support, may initiate transactions and paperwork, and communicate with custodians regarding alerts. Maintains appropriate documentation and records, as required by custodians and other regulatory bodies. ASSISTS IN NEW CLIENT ONBOARDING AND ACCOUNT OPENINGS/TRANSFERS. Works with Advisors and Client Relationship Support to onboard new clients from initiation through completion. Assists and/or serves as back-up to Client Relationship Support to request contracts, DIMA Authorization Forms, driver’s license copies, and other appropriate new account and/or account transfer paperwork. Runs OFAC checks. Oversees transfer of assets and/or accounts to JFS. Coordinates preparation of an Investment Policy Statement (IPS) for the client’s portfolio prior to assigning a model to or trading the account. Ensures that accounts are properly set up in AdvisorView, including custom fields and CRM. Sets accounts up for any special features needed, including check writing, distributions, RMD’s, margin, etc. Works directly with clients and custodians, as needed and appropriate. Set up and maintain client portal in Advisor View. SERVES AS BACK-UP TO COMPLETE ADMINISTRATIVE FUNCTIONS RELATED TO CLIENT'S ACCOUNTS. Processes additional funds into existing accounts as instructed. Provides delivery instructions for various types of assets. Fulfills distributions requests, including ensuring cash availability. Ensures, with Advisors, that RMDs are taken appropriately. Processes account closures and client terminations, including launching appropriate workflows involving compliance, operations, and billing. Completes required and requested account maintenance and account service (ex. beneficiary changes, address changes, etc.). Assists in coordination of quarterly and semi-annual investment review report preparation, review, and processing. Runs reports and global reports in AdvisorView as needed. M EFFORT . Interacts with other employees to promote smooth work flow, identify and resolve problems, advance the firm’s image and accomplish results which support the mission of JFS Wealth Advisors. What do you need to be successful at JFS Wealth Advisors? Process orientation which will enable successful design, development, implementation and management of a high-quality financial planning process across the firm. Ability to solve complex problems and form relationships with clients of all ages and levels of sophistication. Attention to detail and self-motivation to achieve results. Bachelor’s degree in a relevant field or equivalent work experience, Certified Financial Planner (CFP) or Series 65 while getting CFP and ability to produce a clean U-4. Competency: To perform the job successfully, an individual should demonstrate the following competencies: P roblem solving- Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in a group problem solving situations. Technical Skills- Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Client Service- Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Teamwork- Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Ethics- Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Professionalism- Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Attendance/Punctuality- Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. Dependability- Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Bachelor's degree (B. A.) from four-year college or university; or a minimum of four years related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Computer Skills: To perform this job successfully, an individual should have knowledge of CRM; Database software; Internet software; Microsoft Suite (Outlook, Word, and Excel) Certificates, Licenses, Registration CFP® registration or license or Series 65 in order to allow for direct advice to clients. Must be willing to get CFP, if you do not have one. Valid driver’s license. Other Skills and Abilities: Must be client service and team oriented. Must be able to use a PC proficiently. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. Other Job Requirements: The employee must maintain complete confidentiality regarding client names, financial information and all other matters. The position requires occasional overtime. Occasionally works at client locations which require the use of the incumbent’s own vehicle. Must pass a background check, credit report, and drug screen. We thank you for your interest in JFS Wealth Advisors, LLC. JFS Wealth Advisors Participates in E-Verify Right To work: https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf JFS Participation: https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf Powered by JazzHR
Posted 30+ days ago
Pr!Me AgentNew York, NY
We are an employment agency and seeking the Asset Management Staff at A leading Japanese real estate company. This is a well-capitalized and stable company with outstanding growth prospects.! ●Company Industry: Real estate ●Salary: $70,000 - 90,000 / Annual ●Employment type: Full time ●Location: New York, NY 10038 ●Benefits: Insurance Health / Vision / Dental, PTO ●Language: Japanese / English * Responsibilities and Duties: Follow up and collect accounts receivable from corporate clients Record and manage entries related to accounts receivable Prepare reports and submit to supervisors and investors Communicate with property owners and tenants Coordinate with partner companies Further details will be explained during the interview. * Skills/Specialty: Bachelor’s degree or higher Bilingual in Japanese and English Experience in the real estate industry is not required but is a plus. Powered by JazzHR
Posted 30+ days ago
Willis Johnson & AssociatesHouston, TX
Each year, we invite 3–5 college Juniors, Seniors, or post-grad CFP® candidates to explore a career in financial planning and wealth management through our Wealth Management Internship. Interns are fully integrated into one of our advisory teams, where they receive technical training, one-on-one mentoring, and valuable networking opportunities. As a Wealth Management Intern, you’ll gain hands-on experience by contributing to strategy sessions, joining client meetings, and taking ownership of a key project. This role provides meaningful exposure to the wealth management profession while building the skills and confidence needed for a successful career. Why Willis Johnson & Associates? Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News. Essential Responsibilities Assist in the preparation for client meetings by preparing a high volume of Investment Review books for clients, reviewing compliance paperwork, and meeting summaries Help prepare financial plans, reviews, reports and client presentations Perform investment and other project research Input data into financial planning software (eMoney and Morningstar) Observe client investment and planning meetings Perform stock compliance and trade review, as needed Create and analyze performance reports for investment committee meetings Compile and research technical analysis using Dorsey Wright Point & Figure methodology Attend weekly Financial Planning and Investment team meetings Learn how to identify qualified prospects for business development purposes, as needed Qualifications Finance, Business, Accounting, or Financial Planning major preferred Minimum GPA of 3.2 required Highly interested in a career in Wealth Management or Financial Planning Demonstrated track record of initiative Strong technology, research and organizational skills Enjoys research and analysis Confident, poised and professional in appearance Capable of taking on creative challenges and tight deadlines What We offer Paid Internships: Undergraduates: $18/hour Graduates, Post Grad, MBA: $21/hour Collaborative, Positive Teammates Mentorship Program Rewarding Work that Matters Powered by JazzHR
Posted 1 day ago
UDR Consulting IncAiken, SC
UDR is seeking qualified candidates for a Project Engineer II (Configuration Management Specialist) opportunity to support an Engineering, Procurement, and Construction (EPC) project. Project Manager II (Configuration Management Specialist) Locations: Aiken, SC Job Description The purpose of this position is to plan and perform work requiring sound technical judgment in the evaluation, organization, and execution of project management assignments worldwide. This role has the responsibility to perform the essential job duties and functions as listed below with the overall objective of managing and/or coordinating project activities that are in compliance with the contract and ensure the safety, quality, value, timeliness, and Fluor profitability of the completed project. Performing assigned general duties of limited scope and level of responsibility, this position is designed to develop broader project management knowledge and experience. At this level, the role may have the responsibility as the only project engineer on a medium size project with full accountability for the general duties, or the responsibility for general duties on a larger or more complex segment of a very large project. Perform basic project engineering functions involving monitoring of progress, preparation of procedures, documentation of communications and meetings, and identification/evaluation of project issues and problems Coordinate efforts of technical disciplines, vendors and licensors to ensure integrated and complete designs that meet project requirements and contractual obligations Review project staffing requirements and coordinate staffing with supporting functional organization managers and/or subcontractors Support creation and coordination of overall project plans and schedules, and monitoring activities, progress, and milestones against the plans Support creation and coordination of project effort hours, and cost estimates and budgets, and monitor progress and cost performance against these Support the preparation, delivery and coordination of project deliverables, design documents, and bid packages Other duties as assigned Basic Job Requirements Accredited four (4) year degree or global equivalent in engineering field of study and (10) years of work-related experience; a recognized professional certification or registration in the applicable field, if required; some locations may have additional or different qualifications in order to comply with local requirements Ability to communicate effectively with audiences that include but are not limited to management, coworkers, clients, vendors, contractors, and visitors Job related technical knowledge necessary to complete the job Ability to learn and apply knowledge of applicable local, state/province, and federal/national statutes and guidelines Ability to attend to detail and work in a time-conscious and time-effective manner Discipline Specific Job Requirements Make use of Fluor University courses for continued learning experiences Utilize knowledge management communities to capture, support and leverage relevant knowledge to enhance project execution Participate in vendor trade shows and become familiar with new technologies and industry business direction Preferred Qualifications Six (6) years of experience in engineering, procurement, fabrication, and construction/construction management (EPFC/CM) industry including the performance of functional tasks on projects with a well-developed understanding of procedures and interfaces Experience participating in risk assessments initiatives Experience in international locations and diverse cultural environments is recommended Previous successful performance in a project engineering position on a minimum of two (2) medium or large sized projects Detailed knowledge of Fluor’s software tools and databases preferred Ability to develop and sustain productive customer relationships while meeting the company’s needs Flexible and adaptable approach, willingness to take on new work challenges; adaptable to changing circumstances Demonstrated strategic thinking, accountability, and adaptability skills Ability to set and maintain high standards of performance with responsibility and accountability for successfully completing assignments and tasks Customer focused with ability to develop and sustain productive customer relationships while meeting the company’s needs Proactive reporting of progress and accomplishments of assignments and apply necessary follow-up to monitor progress and results of project tasks and assignments Analytical approach to problem solving and identifying potential solutions Technical and business writing skills Basic computer and software skills to include the use of word processing, email, spreadsheets, electronic presentations, and project management tools Certification in project management suggested, for example Project Management Professional (PMP) UDR Consulting, INC is a Service-Disabled Veteran-Owned, Woman-Owned, Minority-Owned, Small Disadvantaged Business. An Equal Opportunity Employer that considers all qualified applicants for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, protected Veterans, or individuals with disabilities. UDR also supports a drug-free work environment. UDR offers highly competitive salaries and employee benefit packages structured to best suit your needs. We offer multiple individual and family benefit options including paid time off, medical, dental, life, vision, and disability insurance, and a pre-tax 401 (k) retirement account with Company matching contributions and 100% vesting for eligible participants beginning DAY 1. http://www.udrconsulting.com Powered by JazzHR
Posted 1 week ago
Top Tier Reps LLCNew York, NY
Top Tier Reps , in partnership with a leading global Am Law 100 law firm, is seeking a highly organized and detail-driven Coordinator, Practice Management to support operations and strategic initiatives in the firm’s New York City office. This hybrid opportunity offers a chance to work in a high-impact legal environment and contribute to workforce planning, logistics, and data reporting across a top-performing legal team. Key Benefits Work directly with one of the most respected law firms in the country Hybrid schedule: 3 days onsite, 2 days remote Gain experience across legal operations, strategy, and people management Support high-level projects and collaborate cross-functionally Be part of a firm that values innovation, inclusion, and internal growth Key Responsibilities Workforce Allocation Support Track attorney availability and create weekly utilization reports Provide data support for staffing decisions using internal systems Generate custom reporting for leadership and help analyze workload trends Manage and distribute data from the firm’s workforce allocation platform Practice Group Logistics Coordinate internal meetings, group retreats, and social events Manage event logistics including scheduling, catering, and vendor coordination Distribute internal surveys and track responses for process improvements Reports & Special Projects Review and analyze internal data to identify patterns and ensure accuracy Collaborate with Finance to support practice group reporting Maintain deal pipeline and post-closing trackers for the Corporate team Qualifications Bachelor's degree required 2–5 years of relevant experience in legal, finance, or professional services (preferred) Strong written/verbal communication and project coordination skills Ability to manage sensitive information and meet deadlines under pressure Self-starter with strong attention to detail and problem-solving mindset Proficiency with Microsoft Office (especially Excel, PowerPoint, Word) Salary & Benefits Base Salary: $56,000 – $70,000 Bonus: Annual performance-based bonus Comprehensive Benefits Package Includes: Medical, dental, and vision insurance Life insurance, short- and long-term disability 401(k) with firm match Paid vacation and sick leave Public transportation/parking allowance Employee Assistance Program (EAP) Additional Information Must be based in the New York City metro area No visa sponsorship or relocation offered Excellent opportunity for career growth in legal operations Virtual and in-person interviews available Powered by JazzHR
Posted 30+ days ago
STVorporatedPompano Beach, Florida
STV is seeking a Program Management Office Project Manager –– Florida’s Turnpike Enterprise Transportation Operations Program Management Office (PMO) Role Summary Serve as STV’s Program Management Office Project Manager for the Transportation Operations division, based at the Pompano Operations Center. Report to Principal in Charge on behalf of STV and to the FTE Program Director within the PMO. Provide direct oversight of the Program Controls group, the Materials Office, and the Innovation, Technology & Data Management (ITDM) group. Coordinate across all FTE Transportation Operations functional delivery areas, including Construction, Roadway Maintenance, Traffic Operations/ITS, and Facilities & Telecommunications, managed by other General Engineering Consultant (GEC) firms to ensure successful operations. Key Responsibilities Leadership & Oversight: Manage and direct Program Controls, Materials, and ITDM group managers to ensure effective delivery of PMO services. Financial & Contract Management: Lead budgeting, invoicing, forecasting, earned value tracking, and financial reporting for STV within the PMO. Team Management: Supervise group managers, oversee workload allocation, support personnel onboarding, and promote strong collaboration among multi-disciplinary teams. Technology & Data Systems: Guide ITDM to build enterprise dashboards, PMO systems, and data solutions to improve operations and reporting. Cross-Functional Coordination: Ensure alignment with Construction, Maintenance, Traffic Ops/ITS, and Facilities/Telecommunications groups. Special Initiatives: Lead assignments and change management initiatives from FTE leadership to successful implementation. Fleet & Operational Support: Support fleet and field operations. Required Skills Highly organized administrator with proven ability to manage complex program portfolios. Strong people leader who can manage personalities at all organizational levels and “manage the managers.” Excellent strategic thinker and problem solver who can develop solutions and drive implementation. Skilled at stakeholder and personality management across multi-disciplinary, multi-firm teams. Able to foster collaboration and positive team culture. Comfortable learning new systems and approaches, particularly in technology and data management. Experience Required 15+ years of experience in program/project management within transportation or infrastructure. Demonstrated experience with construction industry operations, including direct interaction with construction contractors. Familiarity with Construction PMIS methodologies and ability to lead technology solutions development (even if current systems are not yet deployed). Background working with/for government agencies. Experience overseeing project controls (cost/schedule) and technology/data initiatives desirable. Position Requirements Location: Based at Pompano Operations Center, with travel across Florida’s Turnpike system as needed. Education: Bachelor’s in Engineering, Construction Management, or related field. Certifications: None required, though PMP, PE, CCM, or related credentials are advantageous. Must be able to work collaboratively with FTE staff and other GEC firms in a dynamic, multi-firm PMO environment. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At STV, we are fully committed to expanding our culture of diversity and inclusion, one that will reflect the clients we serve and the communities we work in, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description we encourage you to apply anyways. You may be just the right candidate for this or other roles. STV offers the following benefits • Health insurance, including an option with a Health Savings Account • Dental insurance • Vision insurance • Flexible Spending Accounts (Healthcare, Dependent Care and Transit and Parking where applicable) • Disability insurance • Life Insurance and Accidental Death & Dismemberment • 401(k) Plan • Retirement Counseling • Employee Assistance Program • Paid Time Off (16 days) • Paid Holidays (8 days) • Back-Up Dependent Care (up to 10 days per year) • Parental Leave (up to 80 hours) • Continuing Education Program • Professional Licensure and Society Memberships STV is committed to paying all of its employees in a fair, equitable, and transparent manner. The listed pay range is STV’s good-faith salary estimate for this position. Please note that the final salary offered for this position may be outside of this published range based on many factors, including but not limited to geography, education, experience, and/or certifications.
Posted 1 week ago
Golub CapitalChicago, Illinois
Position Information Hiring Manager: Assistant Vice President Department: Investor Communications Department Overview The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives. Position Responsibilities The Junior Analyst will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, who has the ability to manage tight deadlines and brings impeccable attention to detail. Responsibilities included, but not limited to: Execution of the Data Management Team specific Service Level Agreements Onboarding and maintenance of investor accounts, including collecting and analyzing banking and investor contact information Contributing to process improvements and automation with respect to how data is managed in the CRM database Contributing to critical Investor Communications projects Corresponding with other back-office teams on daily and ad-hoc activity Consistently meeting team metrics and shifting priorities as needed Ensuring timely execution on team deliverables and ad-hoc requests Maintaining a positive culture during times of high volumes Participating in calls with internal and external stakeholders Candidate Requirements Qualifications & Experience: Bachelor’s degree required Strong financial services internship experience preferred Meticulous attention to detail and accuracy Excellent organizational and prioritization skills Ability to work in a fast-paced environment Ability to build strong relationships with internal and external groups Demonstrated ability to work well both independently and as part of a team Proficient in MS Office products, specifically Word and Excel Knowledge of Microsoft Dynamics is a strong plus Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity. Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports. Tax and AML Regulatory Compliance: Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders. Innovative Mindset: Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people. Compensation & Benefits For Illinois Only: It is expected that the base salary range for this position will be $55,000 to $70,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.
Posted 4 weeks ago
VerizonPlano, Texas
When you join Verizon You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings them joy. We do what we love — driving innovation, creativity, and impact in the world. Our V Team is a community of people who anticipate, lead, and believe that listening is where learning begins. In crisis and in celebration, we come together — lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the #VTeamLife. What you’ll be doing… This posting is for students attending V Teamer for a Day in Irving, TX. Candidates interested in opportunities who are not attending V Teamer for a Day should search and apply to other roles here: www.verizon.com/campus . From internships and co-ops to leadership development programs and entry-level roles, becoming part of Verizon’s award-winning Campus program is a great step toward shaping your future. Join a program that’s been recognized with awards such as WayUp’s Top 100 Internship Programs, and RippleMatch’s Campus Forward Award. Why the accolades? It’s easy: we immerse you in meaningful experiences and projects that deliver tangible business impact. Working with us, you’ll have the opportunity to network with V Teamers across the globe, find mentors, and establish meaningful relationships to last a lifetime. When you join the V Team, our network becomes even stronger. #VTeamLife This position is for a Technical Product Management intern. Some of the projects you may work on could enhance your skills in one or more of the following areas: 5G Technology. AR/VR and Computer Vision. Data reporting. Customer-Centricity: learning from customers needs to drive business value. User Engagement & Feedback: engagement with end-users for feedback. Product Development Lifecycle: go-to-market plan (product design, testing, groups, development strategies). Prioritization: maintains prioritized backlog of work. Impact Tracking: definitions of KPIs, measures, and reports outcome metrics. You must be currently enrolled in a degree program and be in good academic standing to be considered. In this hybrid internship, you’ll have a defined work location that includes work from home and assigned office days set by your manager. This hybrid internship may be based out of Plano, TX. If relocation is required, relocation assistance may be available. You’ll join us for the Intern Marquee event, a unique experience designed exclusively for all US interns. It's your chance to sharpen your professional development skills, build your connections through structured networking, and be inspired by our top executive speakers. If you are interested in other roles and locations in addition to this one, please submit your application to those postings as well in order to be considered. What we’re looking for... You’re a motivated self-starter. Never satisfied with the status quo, you’re always trying to perform at your personal best. You thrive in a fast-paced environment where new challenges come up every day. You are flexible, dependable, and work well in varying environments. Learning quickly is personally rewarding and inspires you to take smart risks. You’ll need to have: Ability to participate in our hybrid 10-week internship that takes place from June 2026 to August 2026 working a full-time schedule. Attendance at Verizon’s Irving V Teamer for a Day and currently enrolled in a Bachelor’s or Master’s degree majoring in Telecommunications, Information Technology, Engineering, Data Science, Telecommunications Engineering Technology, Network and Communications Management or related majors with a completion date between December 2028 and June 2029. Authorization to work in the U.S. without restrictions or need for future sponsorship. Willing and able to travel. Willing and able to relocate. Even better if you have one or more of the following: Engineering major. Coursework or demonstrated experience in Agile/ Scrum Methodology. Demonstrated strong written and communication skills. Stakeholder and team collaboration management, ability to work across multiple teams. Experience in Microsoft Office and/or Google Suite. Project management software (ex: JIRA). Ability to create effective presentations. Familiarity with business and data analytics. Demonstrated leadership skills. If Verizon and this role sound like a fit for you, we encourage you to apply even if you don't meet every "even better" qualification listed above. Where you’ll be working In this hybrid role, you'll have a defined work location that includes working from home and a minimum of three days per week in the office, which will be set by your manager. Employees are responsible for maintaining compliance with hybrid work policies. Scheduled Weekly Hours 40 Equal Employment Opportunity Verizon is an equal opportunity employer. We evaluate qualified applicants without regard to veteran status, disability or other legally protected characteristics. In addition to building your skills and experiences, you will be eligible to participate in our robust 401(k) Savings Plan which provides a dollar-for-dollar company match on the first 6% of your contributions as a percentage of your eligible pay. You will also be eligible for holiday pay, as applicable.
Posted 3 days ago
Global EliteLake Elmo, Minnesota
100% Remote. Incredible Growth Opportunities. World Class Mentors and Leaderships Teams. AO wants YOU to join the team. AO is looking for overachievers that pride themselves on developing incredible working and client relationships, have outstanding self determination and are looking to grow within their careers working full-time. With the role being commission based pay, YOU determine how much YOU are worth. Company Incentives: Incentive Trips with Top Leaders to destinations like Cabo, Tulum, Vegas, and Cancun Incredible Prizes - Jeep Wranglers, Macbook Pros, and Airbnb Getaways 100% Remote Work From Anywhere (no, really!) Weekly Training Calls Preferred Qualifications: Excellent communication skills, including active listening and problem-solving Ability to learn, adapt, and adjust on the go Works well with others and individually Possesses a strong work ethic and drive to succeed To be considered, please submit your contact information and an updated copy of your resume for review. *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing*
Posted 3 weeks ago
Palm Beach Beauty & TanAlton, Illinois
Responsive recruiter Benefits: 401(k) Dental insurance Employee discounts Health insurance Paid time off Signing bonus Training & development Vision insurance Join the Leader in the Industry! HIRING BONUS NOW AVAILABLE! ASK US FOR DETAILS! At Palm Beach Tan, we offer options for every body: sunbed tanning, spray tanning, skin care, and wellness. We’relooking for passionate, hard-working individuals to represent our brand. If you’re a fun-seeking, team player who thrivesin a vibrant and professional environment, we want you on our team! We are seeking passionate, hard-working individuals to represent our nationwide brand as Salon Director/Store Manager. Why You’ll Love Working With Us: Competitive Pay – Base pay + commission opportunities! Welcoming Atmosphere – Work in a supportive, team-focused environment where you’ll feel valued. Training and Growth Opportunities – Get expert training in customer service, sales, and leadership to help you succeedand grow. Goal-Setting and Achievements – Learn how to set and reach personal and professional goals. Fun Incentives – Participate in goal-related contests to keep workdays exciting and competitive. Benefits Package – Medical and dental benefits for full-time employees, plus 401K opportunities. Flexible Scheduling – Enjoy work-life balance with flexible schedule options, ideal for students and busy lifestyles. We’re Different From Retail: At Palm Beach Tan, our busy season isn’t around the holidays! Instead, we thrive from early spring through summer, giving you plenty of quality time off during the major holidays. We are closed on Christmas, Thanksgiving, and New Year’s, so you can fully enjoy the holiday season with friends and family without the stress of work! Exclusive Membership Perks: Complimentary Diamond Prism Tanning Membership Complimentary Wellness Plus Membership Employee discount on our premium skin care products Complimentary Friends and Family Diamond Membership Employee Rewards Program – Earn free products, additional family memberships, and bonuses for long-term loyalty. What We Offer: BASE PAY PLUS COMMISSION AND BONUS OPPORTUNITIES! We often have hiring bonuses, speak to your hiring manager about whether these apply! A welcoming, team-oriented atmosphere Customer service training Sales training Leadership training Training on how to set goals and achieve them Fun goal related contests to make your work days more fun and competitive Medical and Dental Benefits for all full time employees 401K Opportunities - including employer matching Medical and Dental Benefits Paid Time Off Flexible scheduling Growth and career opportunities Complimentary Diamond Prism tanning membership Employee discount on our amazing skin care products Complimentary Friends and Family Diamond Membership Responsibilities Meeting sales goals measured daily/weekly/monthly Hiring and Training your team of Beauty Consultants Ongoing team training Customer consultations regarding skin care, tanning, and beauty products Ensuring that all company and legal policies, procedures and requirements are met Maintaining a clean and organized salon Cash handling, opening/closing business Track goals and performance metrics Qualifications High school diploma, or equivalent Leadership/Management experience Must be at least 18 years of age Must be able to stand, bend, walk for long periods of time, for 7 hours per day Must be able to lift 25 pounds without assistance Reliable transportation, flexible availability including nights and weekends Johnson/Clarke, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law. Compensation: $20.00 - $27.00 per hour Palm Beach Tan® offers tremendous opportunities to grow and create an amazing career. We’re looking for bright, passionate and fun individuals to join our team. If this sounds like you, we’d love to hear from you.
Posted 2 days ago
Northeast Georgia Medical CenterGainesville, Georgia
Job Category: Nursing- Registered Nurse Work Shift/Schedule: 8 Hr Morning- Afternoon Northeast Georgia Health System is rooted in a foundation of improving the health of our communities. About the Role: Job Summary Responsible for providing comprehensive assessment, planning, implementation and overall evaluation of individual patient needs; Works collaborate with the Physicians, patient/family, nursing, utilization review and other members of the healthcare team to assure patient management that efficiently and effectively aligns with patient needs using resources to meet quality, clinical and cost effective outcomes. Coordinates a team approach designed to facilitate the achievement of expected patient outcomes with appropriate transitions to the next level of care; Responsible for length of stay management, regulatory compliance, and attending/participating with interdisciplinary team rounds on assigned unit; Collaborates with community providers to facilitate and coordinate the plan of care for post-hospitalization needs of the patient. This position will come in contact with patients in the neonate, infant, child, adolescent, adult, and geriatric age groups; Employees will perform clinical duties in accordance with population specific guidelines and adhere to National Patient Safety Guidelines. Provides cross coverage for all RNCM as required across all settings in the care continuum, including weekend rotation (as needed). Minimum Job Qualifications Licensure or other certifications: Licensed to practice as an RN in Georgia. Educational Requirements: Associate degree. Graduate of an accredited school of nursing. Minimum Experience: Three ( 3) to five (5) years of experience in direct patient care and/or case management. Financial and discharge planning experience. Other: Preferred Job Qualifications Preferred Licensure or other certifications: CCM (Case Management Certification) or ACM (American Case Management Certification) preferred. Preferred Educational Requirements: Bachelors Degree Preferred Experience: Other: Job Specific and Unique Knowledge, Skills and Abilities Demonstrates aptitude in critical care, cardiac, medical, and/or surgical nursing Working knowledge of State and Federal regulations required Must demonstrate excellent observation skills, analytical thinking, problem solving abilities, and be self directed Excellent oral and written communication skills Demonstrates interpersonal skills including professionalism, a team player, pleasing personality and positive approach to the position Demonstrates the ability to think outside of the box and consistently create new, and effective solutions to today's problems and opportunities Essential Tasks and Responsibilities Monitor all patients on assigned units to ensure appropriate use of resources and interventions while managing patient's length of stay based on working DRG/admitting diagnosis. Communicates with Physician, patient/family, and other disciplines the expected length of stay, along with patient progress towards discharge. Provides coordination and facilitation oversight of patient care to assure required interventions occur in proper sequence and processes occur in a timely manner without delays. Identifies and acts upon potential delays in services; escalates unresolved delays to management for appropriate intervention. Assess, coordinate and facilitate patient's discharge plan to assure post-acute needs are arranged and secured prior to discharge; Communicate discharge plan with Physician, patient/family, and other members of the healthcare team as appropriate; Reassess discharge plan routinely throughout patient's stay to ensure timely, safe discharge and appropriate transition to the next level of care. Provides patient/family with information regarding their plan of care, discharge and any financial responsibility of inpatient or post-hospitalization services. Maintain knowledge of reimbursement methodologies and general coverage guidelines for all levels of inpatient and outpatient care. Communicate with Physician, patient/family or other team members as needed to ensure services will be covered. Coordinate and communicate with Utilization Review Nurse on a daily, consistent basis to ensure patients are in the right status and level of care. Facilitate changes by communicating with Physician, mid-level or nursing staff as needed. Serve as liaison to patients family, Physicians, nursing staff and all other disciplines to achieve optimal outcomes in the development of patient's discharge plan. Serve as a leader on assigned unit in the areas of discharge planning, social service issues, community resources/referrals and financial information related to patient care and outcomes. Empowered to think outside of the box to consistently create new, and effective solutions to complex problems or opportunities. Actively supports a customer service oriented environment to continually enhance customer service; Communicates directly with Physicians, nursing staff, patient/family and other disciplines to ensure collaborative practice. Provide appropriate hand-off communication as patients transition from one unit to another to ensure and achieve optimal outcomes. Maintains positive attitude, and communicates appropriately with patients/families, Physician, management and other staff; responds positively to change and offers suggestions to effectively incorporate change as needed in daily workflow. Maintain detailed knowledge of community resources, governmental regulations, third party payers (PPO/HMO's) to facilitate appropriate outcomes. Adheres to all regulatory and DNV requirements; Knowledgeable of third party/governmental payer regulatory requirements and adheres to appropriate processes. Completes paperwork as required. Consistently demonstrates a 'sense of urgency' in his/her work, while mindful of the pillars and financial stewardship opportunities. Works all scheduled shifts, including weekend rotation, and remote coverage. Physical Demands Weight Lifted: Up to 20 lbs, Occasionally 0-30% of time Weight Carried: Up to 20 lbs, Occasionally 0-30% of time Vision: Moderate, Occasionally 0-30% of time Kneeling/Stooping/Bending: Occasionally 0-30% Standing/Walking: Occasionally 0-30% Pushing/Pulling: Occasionally 0-30% Intensity of Work: Frequently 31-65% Job Requires: Reading, Writing, Reasoning, Talking, Keyboarding Working at NGHS means being part of something special: a team invested in you as a person, an employee, and in helping you reach your goals. NGHS: Opportunities start here. Northeast Georgia Health System is an Equal Opportunity Employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status.
Posted 3 days ago
BoeingSan Antonio, Texas
San Antonio Property Management Manager Company: Boeing Aerospace Operations Boeing Global Services is seeking a Government and Capital Property Manager will support the management of customer and Boeing property on all programs being supported at the San Antonio, Texas site. This position manages and oversees property and assets owned or funded by the Unites States Government ensuring compliance with Federal Acquisition Regulations (FAR), Boeing procedures and other guidelines. It will also manage and oversee Boeing and other customer property and assets to ensure compliance with contractual requirements. Key duties include ensuring inventory is tracked, audits are conducted, records are maintained, property is properly stored and ensure prompt disposal of surplus assets to prevent loss, waste, or misuse of Government property. This role demands expertise in Government Property regulations and strong relationships with functional stakeholders and Government officials. This position will also prioritize and serve the needs of others, focuses on the growth and well-being of team members, empowers them to achieve goals, fosters community and trust, and leads by example through empathy, foresight, and commitment to a shared vision. Position is located in San Antonio, TX. This position is expected to be 100% onsite. The selected candidate will be required to work onsite at one of the listed location options. Position Responsibilities: Effectively implements and manages a robust system of internal controls to ensure Boeing’s compliance with the Government Property clause 52.245-1. Creates and maintains a comprehensive property management system that includes operational goals, processes, systems, and procedures for the effective control, use, preservation, protection, repair, and maintenance of Government property. Ensures compliance with Government regulations and Boeing procedures as it pertains to Property Management. Ensures the Property System generates and maintains complete, current, and auditable records of all life-cycle elements involving Government-furnished property (GFP) and contractor-acquired property (CAP). Supports the development and documentation of written procedures that are clear, detailed enough for employees to follow, and enable Boeing to meet the outcomes described in FAR 52.245-1. Serves as the primary contact and proactively communicate with the Property Administrators and Contracting Officers , providing timely updates on property performance, maintenance needs, and any significant changes to the property management system. Understands and manages Boeing’s liability for loss, damage, or destruction of Government property, recognizing that liability can depend on the circumstances and applicable clauses. Manages employees who develop, coordinate, and implement property management and control activities. Manages, develops, and motivates employees. Develops and executes project and process plans, implements policies and procedures and sets operational goals. Acquires resources for projects and processes, provides technical management of suppliers, and leads process improvements. Develops and maintains relationships and partnerships with customers, stakeholders, peers, partners, and direct reports. Educates functional organizations on their roles pertaining to Property Compliance. This position requires the ability to obtain a U.S. Security Clearance for which the U.S. Government requires U.S. Citizenship. An interim and/or final U.S. Secret Clearance Post - Start is required. Basic Qualifications (Required Skill/Experience): W illing to travel up to 15% 5+ years of experience with Government Property Management 5+ years years of experience and/or training on FAR and DFARS compliance 5+ years of experience interfacing with the Defense Contract Management Agency (DCMA) 5+ years of auditing government property management requirements and compliance experience 5+ years of experience in proposal development, contract negotiations and/or contract execution with U.S. Government Customers 1+ years of experience leading project teams to meet project objectives and deliverables Preferred Qualifications (Desired Skills/Experience): Bachelor’s degree or higher. Certification issued by the National Property Management Association (NPMA). Previous Leadership experience. Proficient in GOLDesp (a Commercial off-the-Shelf (COTS) solution). Data Analytics experience. Solid background mentoring coworkers and employees. 5+ years of experience in lean processes and initiatives. Great oral and written communication skills. 3+ years of experience with Root Cause and Corrective Action (RCCA) processes and implementing corrective actions 5+ years of Capital Asset Management Experience 5+ years of experience with enterprise asset/property management applications 2+ years of experience with the DoD Procurement Integrated Enterprise Environment (PIEE) suite Advanced skills in MS Office Suite. Relocation: Relocation assistance is not a negotiable benefit for this position. Candidates must live in the immediate area or relocate at their own expense. Drug Free Workplace: Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies Shift: This position is for 1 st shift Pay & Benefits: At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. Pay is based upon candidate experience and qualifications, as well as market and business considerations. Summary pay range: $99,450 – $134,550 Language Requirements: English Education: Not Applicable Relocation: Relocation assistance is not a negotiable benefit for this position. Export Control Requirement: This is not an Export Control position. Safety Sensitive: This is not a Safety Sensitive Position. Security Clearance: This position requires the ability to obtain a U.S. Security Clearance for which the U.S. Government requires U.S. Citizenship. An interim and/or final U.S. Secret Clearance Post-Start is required. Visa Sponsorship: Employer will not sponsor applicants for employment visa status. Contingent Upon Award Program This position is not contingent upon program award Shift: Shift 1 (United States of America) Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law. EEO is the law Boeing EEO Policy Request an Accommodation Applicant Privacy Boeing Participates in E – Verify E-Verify (English) E-Verify (Spanish) Right to Work Statement Right to Work (English) Right to Work (Spanish)
Posted 1 week ago
Booz Allen HamiltonUsa, District of Columbia
Knowledge Management Coordinator The Opportunity: To grow effectively, organizations need help looking at their operation from the outside. Whether restructuring or improving operations support processes, our clients need a production manager who will take the time to learn the complexities of their mission and provide them with tangible advice on business process improvements, mission success, and standard methodologies. That’s why we need you, an experienced intelligence analyst or process coordinator with strong management consulting skills and experience who knows how to analyze every aspect of the client's operations and help the organization improve its quality of support and services for their customers. As a Knowledge Management Coordi nato r on our team, you’ll support and administer the client's day-to-day operations by capturing, organizing, storing, and sharing the office's collective knowledge. You will be managing the logistical aspects of knowledge management initiatives, ensuring effective implementation of knowledge-sharing practices, and helping cultivate a culture of continuous learning. You will identify and prioritize pain points and opportunities for better efficiency, effectiveness, collaboration, and alignment across many teams and individuals. This is your chance to grow experience in operations and project management while deepening your skills. Work with us as we help the DoD and Intelligence Community evolve. Join us. The world can’t wait. You Have: 3+ years of experience supporting intelligence analysis knowledge management and business process analysis and improvement Experience using project management tools to manage intelligence production Ability to develop, benchmark, analyze, and track key production metrics Ability to collaborate in a fast-paced environment with an editorial team Active TS/SCI clearance; willingness to take a polygraph exam Bachelor’s degree Nice If You Have: Experience authoring intelligence analysis products and common data science programming languages Knowledge of using generative artifi cia l intelligence tools for project management Ability to assist with managing and uploading content on SharePoint and other Micro sof t Office applications Clearance: Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information; TS/SCI clearance is required. Compensation At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen’s benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page. Salary at Booz Allen is determined by various factors, including but not limited to location, the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements. The projected compensation range for this position is $62,000.00 to $141,000.00 (annualized USD). The estimate displayed represents the typical salary range for this position and is just one component of Booz Allen’s total compensation package for employees. This posting will close within 90 days from the Posting Date. Identity Statement As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud. Work Model Our people-first culture prioritizes the benefits of flexibility and collaboration, whether that happens in person or remotely. If this position is listed as remote or hybrid, you’ll periodically work from a Booz Allen or client site facility. If this position is listed as onsite, you’ll work with colleagues and clients in person, as needed for the specific role. Commitment to Non-Discrimination All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local, or international law.
Posted 2 days ago
Global EliteBlaine, Minnesota
100% Remote. Incredible Growth Opportunities. World Class Mentors and Leaderships Teams. AO wants YOU to join the team. AO is looking for overachievers that pride themselves on developing incredible working and client relationships, have outstanding self determination and are looking to grow within their careers working full-time. With the role being commission based pay, YOU determine how much YOU are worth. Company Incentives: Incentive Trips with Top Leaders to destinations like Cabo, Tulum, Vegas, and Cancun Incredible Prizes - Jeep Wranglers, Macbook Pros, and Airbnb Getaways 100% Remote Work From Anywhere (no, really!) Weekly Training Calls Preferred Qualifications: Excellent communication skills, including active listening and problem-solving Ability to learn, adapt, and adjust on the go Works well with others and individually Possesses a strong work ethic and drive to succeed To be considered, please submit your contact information and an updated copy of your resume for review. *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing*
Posted 3 weeks ago
AMN Workforce SolutionsDallas, Texas
Job Description Welcome to AMN Healthcare — Where Talent Meets Purpose Ever wondered what it takes to build one of the largest and most respected healthcare staffing and total talent solutions companies? It takes trailblazers, innovators, and exceptional people like you. At AMN Healthcare, we don’t just offer jobs — we build careers that make a difference. Why AMN Healthcare? Because Excellence Is Our Standard: Named to Becker’s Top 150 Places to Work in Healthcare — three years running. Consistently ranked among SIA’s Largest Staffing Firms in America . Honored with Modern Healthcare’s Innovators Award for driving change through innovation. Proud holder of The Joint Commission’s Gold Seal of Approval for Staffing Companies since 2006. Job Summary The Director, Physician & Leadership Account Management will oversee a portfolio of strategic clients, ensuring strong partnerships, operational excellence, and client satisfaction. This role is responsible for account growth, P&L performance, and the development of a high-performing team. The ideal candidate thrives in a fast-paced environment, has proven success in healthcare staffing, and excels at building both client and team relationships. The role is hybrid in Dallas, TX (3 days onsite per week) with required quarterly travel for client engagements and conferences. Job Responsibilities Lead and develop a team of Account Managers, ensuring they achieve individual and team performance metrics through coaching, mentoring, and career pathing. Manage a portfolio of strategic enterprise clients, driving retention, growth, and client satisfaction. Oversee P&L and operational plans, ensuring accounts deliver on revenue and service expectations. Strengthen and grow client partnerships through regular touchpoints, business reviews, and expansion strategies. Serve as the escalation point for complex client issues (e.g., contracts, disputes), ensuring resolution that preserves trust and market share. Partner with stakeholders to expand business services within client organizations, to position the company as a critical strategic business partner. Facilitate team meetings and business reviews to track progress, share best practices, and align on goals. Partner cross-functionally with credentialing, timekeeping, invoicing, and other back-office teams to streamline client support and resolve escalations. Monitor and evaluate team performance, using metrics and performance improvement plans to ensure success. Present updates, reports, and strategies to executive leadership, ensuring accountability and alignment on strategic growth opportunities. Key Skills Proven leadership and people development skills Strong interpersonal and relationship-building abilities Excellent written and verbal communication skills Strategic and analytical thinking Ability to navigate healthcare staffing technology and vendor management systems Qualifications Education and Years of Experience Bachelor’s degree plus 7–10 years of relevant experience, OR High School Diploma/GED plus 11–14 years of relevant experience Additional Experience Client-facing experience required Sales or account management experience required Staffing industry experience required; healthcare staffing strongly preferred Demonstrated leadership experience required Work Environment / Physical Requirements Work is performed in an office/home office environment. Team Members must have the ability to operate standard office equipment and keyboards. AMN Healthcare will provide reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job. Our Core Values ● Respect ● Passion ● Continuous Improvement ● Trust ● Customer Focus ● Innovation At AMN we embrace the ways we are similar and different; respecting all voices and ensuring everyone has the opportunity to contribute to our collective success. We acknowledge our shared responsibility to foster a welcoming environment where everyone feels recognized and valued. We cast a wide net to recruit and retain competitive talent and build healthcare workforces supportive of the communities we serve. We believe in the power of compassion and collaboration to build healthy communities where access to quality care is available to all. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities. At AMN we recognize that in-person connections have value and promote collaboration. You will be expected to come into an AMN Healthcare office at a frequency dependent on the work arrangement for your role. Pay Rate $77,000 - $96,000 Salary Final pay rate is dependent on experience, training, education, and location. This position may include additional compensation such as bonus or commission. Please ask your recruiter for more information.
Posted 30+ days ago
Global EliteMarysville, Washington
100% Remote. Incredible Growth Opportunities. World Class Mentors and Leaderships Teams. AO wants YOU to join the team. AO is looking for overachievers that pride themselves on developing incredible working and client relationships, have outstanding self determination and are looking to grow within their careers working full-time. With the role being commission based pay, YOU determine how much YOU are worth. Company Incentives: Incentive Trips with Top Leaders to destinations like Cabo, Tulum, Vegas, and Cancun Incredible Prizes - Jeep Wranglers, Macbook Pros, and Airbnb Getaways 100% Remote Work From Anywhere (no, really!) Weekly Training Calls Preferred Qualifications: Excellent communication skills, including active listening and problem-solving Ability to learn, adapt, and adjust on the go Works well with others and individually Possesses a strong work ethic and drive to succeed To be considered, please submit your contact information and an updated copy of your resume for review. *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing*
Posted 3 weeks ago
LPL FinancialCharlotte, North Carolina
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: The Senior Analyst, Investment Product Management plays a critical role in supporting the operational and strategic needs of our investment platform. This position is responsible for managing relationships with asset managers, resolving operational challenges, and driving the successful onboarding of new Separately Managed Account (SMA) strategies. Responsibilities: SMA Strategy Onboarding- Manage the end-to-end onboarding process for SMAs and similar strategies, ensuring timely execution and clear, concise communication with all stakeholders. Relationship Management- Build and maintain strong, trusted relationships across departments to ensure alignment and transparency. Act as a liaison between internal teams and external partners to explain strategy availability, manage the pipeline of onboarding requests, and provide updates on progress. Collaboration- Collaborate with LPL Research, Product Risk Management, Operations, Legal, and Compliance to review and approve strategies requiring additional oversight. Product Management Operations- Own the day-to-day management of SMA investment products, including strategy onboarding, issue resolution, management reporting, and oversight of the SMA mailbox. Project Leadership- Lead and drive key initiatives and projects from inception through execution, ensuring alignment with business priorities and timely delivery. Industry Insight- Leverage and continuously expand industry knowledge to deliver competitive and innovative investment solutions. Continuous Improvement- Capture and analyze feedback from advisors and internal stakeholders to identify opportunities for process improvement What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements Minimum of 5 years of experience in the financial services industry Knowledgeable in the investment advisory product landscape, specifically SMAs Well-versed in a broad range of investment vehicles, including equities, mutual funds, ETFs, and fixed income Effective communicator with polished presentation skills Core Competencies Proven experience managing SMA onboarding processes and investment product operations. Strong understanding of investment products, particularly managed accounts and advisory platforms Excellent communication and interpersonal skills, with the ability to clearly articulate complex information to diverse audiences Foster a collaborative environment by actively engaging with cross-functional teams to solve problems and deliver results. Demonstrated ability to lead cross-functional initiatives and drive results in a fast-paced environment High attention to detail and commitment to delivering accurate, compliant, and timely solutions Strong organizational and project management skills Preferences Bachelor’s degree in Business, Finance, Economics, or a related field Series 7, Series 66 Experience with process improvement, documentation, and issue resolution Due Diligence and product risk experience Proficiency in Microsoft Excel, PowerPoint, Lists, and other relevant tools; experience with investment platforms, Morningstar, or CRM systems is a plus Pay Range: $78,375-$130,625/yearActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com . Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25
Posted 2 weeks ago
RS EDENMinneapolis, Minnesota
At RS EDEN, our mission is to create thriving, just communities where healing occurs, and new beginnings are possible. Our values are Compassion, Innovation, Community, Hope, Respect and Inclusion, Accountability and Integrity, and Safety. RESPONSIBILITIES Manages the administrative tasks required for daily operations in a fast-paced environment, offering the highest level of professionalism and respect while ensuring all clients, staff and guests are offered a warm and welcoming entry point for health services. Acts as the first point of contact for the program, the organization, and with all other partnering or potential community providers Coordinates patient care, including scheduling appointments, pharmacy orders, transcription and documenting within electronic medical records Assists with tasks as needed or directed that will ensure smooth and efficient operation of the health services division, including completion of paperwork, facilitating communication needs and alerts with nursing staff, and maintenance of inventory and records. Cultivates and promotes exceptional consumer experience through a commitment to mission-driven customer service Maintains accountability to program expectations, working with clients and staff to ensure all stakeholders on sites are safe and comfortable, and adhering to program rules and regulations. Monitor site activities including client and guest movements while ensuring the facility adheres to site safety and emergency regulations. When necessary and appropriate, works with clients to communicate the need for accountability to violations of program expectations and with staff to determine next steps in accountability process. Facilitate a positive atmosphere that promotes client and community wellbeing, while maintaining security, safety, and sanitation of the facility or section of the facility as assigned in accordance with all relevant policies and regulations. This includes conducting rounds of the facility on a regular basis. As needed, conducts intakes for new residents in a welcoming and respectful manner, including obtaining background information, explanation of program rules and expectations, and orientation of the facility. As needed and assigned, assists with client medication administration under the supervision of a Registered Nurse according to all protocol and relevant trainings, including any necessary follow-up communication to ensure consistent and coordinated care Exercises a high degree of overall skill related to communication and follow-through with both clients and staff, including maintenance of daily logs, bed check sheets, incident reports, appropriate telephone contacts, and any other necessary or additive record keeping. Performs person-centered searches of facility, client and/or client belongings as necessary, assigned or scheduled, maintaining the highest degree of professional standards during and following each search. Maintains ethical practices in relating with clients (PREA compliance), staff, outside individuals, and other community agencies or stakeholders. This includes maintaining client confidentiality in communication of all forms, with other persons and/or via electronic information sharing or social media. Act as a primary contact for clients and as guides between the client and other staff, working to balance the needs of the client with the availability of clinical staff and immediately available resources. Assists food service staff in maintaining a clean food service area, ordering supplies, preparing bag lunches or snacks, and supervising meals whenever needed or assigned. Facilitate the collection of urinalysis (same sex clients) and perform random breath analysis with clients as part of an accountability or supervisory effort, doing so with dignity and respect for the client. Issues warrants in compliance with contracting agency directives and collaboration with supervising staff. Participates in staff meetings, in-service training, outside training events, and additional training as necessary and appropriate to maintain growth and development in role and as part of larger team. Assists in orienting new clients and staff or interns and provide ongoing guidance to other staff as needed. Pay ranges from $21-$25 per hour This role offers a $2 shift differential for overnight shifts! Shift open: Part-Time - Saturdays, and Sundays - 1st Shift (7:00am-3:30pm) Part-Time - Saturdays, and Sundays - 2nd Shift (3:00pm-11:30pm) QUALIFICATIONS/REQUIREMENTS Required: High School Diploma/GED Interest in pursuing training towards Medication Administration Certification and/or Nursing Assistant Certification within 6 months of employment One year free of problematic substance use Ability to perform duties discretely and observe program confidentiality policies. Must be computer literate and familiar with Microsoft Office products. Leadership skills or leadership potential with established capacity to multi-task and work efficiently with limited direction or supervision Ability to act as a positive and supportive presence for clients and staff, even under stressful circumstances with a highly professional and compassionate approach and a commitment to person-centered care 6-month requirement between any treatment services and employment Preferred: Experience with substance use treatment, justice-involvement, or related field preferred 1 year experience in a medical office setting, including familiarity with electronic medical records and knowledge of medical terminology preferred Clear, compassionate, and highly professional communication skills, including both oral and written with the desire to have an impact on the lives of our clients in both big and small ways. Ability to relate to people from diverse backgrounds with complex barriers to success First Aid/CPR/AED training and certification required within 6 months of hire Join a team whose innovative work addresses the complex and intersecting challenges of addiction, homelessness, disability, poverty, and criminal justice involvement. RS EDEN promotes recovery and resilience in our clients as they build new beginnings through these person-centered programs, including residential and outpatient substance abuse treatment for men, women, and women with children; reentry halfway houses and community supervision for men and women; and supportive housing and housing stability services programs. Our team provides creative solutions that support individual and community safety as well as holistic wellness and recovery. RS EDEN requires all new hire candidates for this position to successfully undergo and pass a criminal history background check, and driver record screen (DMV check). We offer competitive compensation and benefits package. Note : This job description is not intended to be an inclusive list of responsibilities, but a guide to basic areas of job function and responsibility. Other tasks may be assigned from time-to-time by the supervisor and the position may become specialized in focus, all of which would also be considered a part of this job description. All job descriptions are subject to periodic review and any changes will be addressed with both the employee and supervisor. AA/EEO
Posted 30+ days ago
Global EliteAuburn, Washington
100% Remote. Incredible Growth Opportunities. World Class Mentors and Leaderships Teams. AO wants YOU to join the team. AO is looking for overachievers that pride themselves on developing incredible working and client relationships, have outstanding self determination and are looking to grow within their careers working full-time. With the role being commission based pay, YOU determine how much YOU are worth. Company Incentives: Incentive Trips with Top Leaders to destinations like Cabo, Tulum, Vegas, and Cancun Incredible Prizes - Jeep Wranglers, Macbook Pros, and Airbnb Getaways 100% Remote Work From Anywhere (no, really!) Weekly Training Calls Preferred Qualifications: Excellent communication skills, including active listening and problem-solving Ability to learn, adapt, and adjust on the go Works well with others and individually Possesses a strong work ethic and drive to succeed To be considered, please submit your contact information and an updated copy of your resume for review. *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing*
Posted 2 weeks ago
FerrovialSarasota, Florida
About us: Founded in 1963, Webber is a leading construction company that specializes in heavy civil, waterworks, energy and infrastructure management and is dedicated to safely providing intelligent solutions to its clients and community.Webber is headquartered in Houston, Texas, with offices and projects in the United States and Canada. Webber supports a wide range of project models to meet client needs, including traditional design bid build, design build, alternative delivery models and public private partnership (P3) solutions. Webber also has an in-house engineering services department to help optimize building efficiency and quality while solving complex project challenges using field experience, innovative construction methods and BIM technology. As a subsidiary of Ferrovial, Webber has access to a global network of skilled engineers, best-in-class technology and vast resources. Job Description: Position Summary Responsible for maintenance and repairs of all structures including movable bridges, fixed bridges, culverts, overhead sign structures, high mast lighting and bridge fender systems in accordance with standards and conditions specified in the contract and as directed by the supervisor. Primary Duties and Responsibilities Maintain and repair highway structures including concrete, structural steel, welding, expansion joints, carpentry and painting as required. Creates safe Maintenance of Traffic (M.O.T.) control by setup and removal of traffic controls devices including cones, message/arrow boards, temporary signage, etc. Must be comfortable working from heights in bucket trucks, snooper trucks, scaffolding, ladders and aerial platforms lifts. Repairs/maintains functionality of bridge and culvert slopes, berms, drains, etc. through use of shovels and other had or power tools and equipment. Controls vegetation appearance and growth through use of lawn moving equipment, hard or power trimmers, and chemical sprayers and other methods. Maintains the appearance and functionality of bridge fender systems including navigational signs, lighting, and all elements of the structural fender systems. Must be comfortable working in and around water and from boats. Transports crew and equipment to work sites operating vehicle large trucks and specialized motor vehicles and trailers. Required to be available for emergency response rotations as needed for overtime, evenings, weekends, and holidays. All other duties as assigned Knowledge, Skills & Abilities Should be able to demonstrate knowledge of structures maintenance. Must practice safe work methods to remain accident and injury free. Must have the ability to recognize hazards inherent in routine and non-routine tasks and make adjustments to avoid loss, injury or accident. Will be required to wear Personal Protective Equipment (PPE) appropriate to your job. Possess the ability to cooperate and communicate with co-workers and supervisors. Should be able to perform basic math functions (add, subtract, multiple, divide, calculate proportions, percentages, and measurements). Must also be able to understand instructions furnished in written, oral, or diagram form. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Education and Experience HS Diploma or GED (Required) One-year work experience in construction, maintenance and repair (preferred). CDL, DOT certifications, Electrical and Welding Certifications (highly desirable). Valid Driver’s license with acceptable driving record (Required) Work Conditions / Physical Demands Able to respond 24-hours a day for after hour emergency calls necessitated by accidents and/or bridge malfunctions. The employee is regularly required to stand; sit; walk on a wide range of surfaces; use hands and fingers, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl, and talk or hear. Ability to lift up to 50 pounds unassisted. Use manual and powered pneumatic, hydraulic, gas, and electric powered tools and equipment. Vision abilities include both close and distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. While performing the duties of this job, the employee is routinely exposed to outside weather conditions including extreme heat and cold. The employee is occasionally exposed to wet and/or humid conditions; high precarious places; fume or airborne particles. Occasional exposure to toxic or caustic chemicals. The noise level in the work environment is usually moderate to high. Must be able to work in tight spaces. Must be comfortable working in and around water and from boats. Will be required to wear Personal Protective Equipment (PPE) appropriate to your job. The Statements herein are intended to describe the general nature and levels of work performed by employees, but are not a complete list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. Webber, LLC provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, gender, national origin, age, disability, or status as a Vietnam Era or special disabled veteran in accordance with applicable federal and state laws. Webber, LLC complies with applicable local, state and federal laws governing nondiscrimination in employment at each location the Company operates. This policy applies to all terms and conditions of employment, including, but not limited to: hiring, placement, promotion, termination, leaves of absence, compensation, and training. The Statements herein are intended to describe the general nature and levels of work performed by employees, but are not a complete list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Posted 2 weeks ago
Associate Wealth Advisor (Wealth Management, RIA Firm)
JFS WEALTH ADVISORS LLCPittsburgh, PA
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Job Description
Associate Wealth AdvisorThe JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment. As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients.With more than $4 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well. We are actively recruiting an Associate Wealth Advisor to add a new member to our team. This position will have the opportunity to learn, grow and add value to our clients by working alongside our experienced staff of Wealth Advisors in our Pittsburgh, PA office.Responsible for providing advisor support and/or service to clients, with a career track toward becoming a Wealth Advisor. Serves as back-up to our Client Relationship Specialists.If you are looking for a dynamic firm with a collegial culture and growth opportunity, JFS is the place for you. Essential Job Functions
- IDENTIFIES AND FULFILLS CLIENT'S FINANCIAL PLANNING NEEDS. Works with Lead Advisors to interview clients to determine assets, liabilities, cash flow, insurance coverage, tax status and financial objectives. Analyzes client's financial status, develops financial plans based on analysis of data and discusses financial options with client. Prepares personal financial plans for presentation by other professional staff and/or presents personal financial plans personally. Interfaces with other internal or external financial professionals, as needed.
- ASSURES THAT CLIENT PLANS ARE EXECUTED AND MODIFIED AS NEEDED. Attends or Performs Progress Review meetings regarding financial plans and investment accounts. Maintains contact with client and/or Advisors to revise plans based on modified goals and needs of client or changes in investment markets, tax laws, retirement and insurance opportunities. Researches information to resolve complex client situations. Monitors investment accounts to assure that planned strategy is being implemented and transfers are proceeding properly.
- COORDINATES CLIENT MEETING PREPARATION AND MEETING FOLLOW-UP. Works with an Advisor and Client Relationship Support to prepare for client meetings including developing meetings agendas, note review, account performance review, and completing Financial Goal Plan updates. Responsible to complete and/or monitor completion of meeting follow-up tasks. May also participate in client meetings as requested by Lead Advisor.
- PARTICIPATION IN BUSINESS DEVELOPMENT ACTIVITIES. Participation in prospect and COI development activities of client service team.
- PARTICIPATES IN FIRM TEAMS AS ASSIGNED. Participates in team meetings such as Financial Planning/Wealth Strategies Team and/or Investment Team and/or Business Development Team, and others as directed by supervisor(s).
- INTERFACES WITH CLIENTS TO PROVIDE EXCEPTIONAL SERVICE. Follows up with clients for additional information required by Advisors of their client service team. Meets with clients as requested by Advisors and follows up on client questions and concerns with Advisors. Serves as contact / resource for clients calling with questions regarding their asset management accounts. Executes on directions from clients to meet any of their transactional and other needs. Forwards calls or questions that cannot be answered to an Advisor as appropriate. Communicates daily with asset management team members regarding items that affect clients who are currently being served.
- PROVIDES CLIENT RELATIONSHIP SUPPORT FOR ADVISORS. Facilitates and executes tasks and ensures prompt and complete follow through. May prepare performance reports, including certain institutional reports.
- INTERFACES WITH CUSTODIANS, AS NEEDED. As backup to CRS support, may initiate transactions and paperwork, and communicate with custodians regarding alerts. Maintains appropriate documentation and records, as required by custodians and other regulatory bodies.
- ASSISTS IN NEW CLIENT ONBOARDING AND ACCOUNT OPENINGS/TRANSFERS. Works with Advisors and Client Relationship Support to onboard new clients from initiation through completion. Assists and/or serves as back-up to Client Relationship Support to request contracts, DIMA Authorization Forms, driver’s license copies, and other appropriate new account and/or account transfer paperwork. Runs OFAC checks. Oversees transfer of assets and/or accounts to JFS. Coordinates preparation of an Investment Policy Statement (IPS) for the client’s portfolio prior to assigning a model to or trading the account. Ensures that accounts are properly set up in AdvisorView, including custom fields and CRM. Sets accounts up for any special features needed, including check writing, distributions, RMD’s, margin, etc. Works directly with clients and custodians, as needed and appropriate. Set up and maintain client portal in Advisor View.
- SERVES AS BACK-UP TO COMPLETE ADMINISTRATIVE FUNCTIONS RELATED TO CLIENT'S ACCOUNTS. Processes additional funds into existing accounts as instructed. Provides delivery instructions for various types of assets. Fulfills distributions requests, including ensuring cash availability. Ensures, with Advisors, that RMDs are taken appropriately. Processes account closures and client terminations, including launching appropriate workflows involving compliance, operations, and billing. Completes required and requested account maintenance and account service (ex. beneficiary changes, address changes, etc.). Assists in coordination of quarterly and semi-annual investment review report preparation, review, and processing. Runs reports and global reports in AdvisorView as needed.
- M EFFORT. Interacts with other employees to promote smooth work flow, identify and resolve problems, advance the firm’s image and accomplish results which support the mission of JFS Wealth Advisors.
- Process orientation which will enable successful design, development, implementation and management of a high-quality financial planning process across the firm.
- Ability to solve complex problems and form relationships with clients of all ages and levels of sophistication.
- Attention to detail and self-motivation to achieve results.
- Bachelor’s degree in a relevant field or equivalent work experience, Certified Financial Planner (CFP) or Series 65 while getting CFP and ability to produce a clean U-4.
- Problem solving- Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in a group problem solving situations.
- Technical Skills- Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
- Client Service- Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Teamwork- Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
- Ethics- Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Professionalism- Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
- Attendance/Punctuality- Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
- Dependability- Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
We thank you for your interest in JFS Wealth Advisors, LLC.
JFS Wealth Advisors Participates in E-Verify
Right To work: https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf
JFS Participation: https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf
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