Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Chief Executive Administrative Assistant you will provide comprehensive administrative support for a senior executive. This role is distinguished from all other administrative support roles based on the requirement that the major job duties performed require independent judgment, prioritization and communication on behalf of the senior executive. The Chief Executive Administrative Assistant has wide latitude of responsibilities ranging from coordination of business travel to working independently on special assignments, overseeing projects and handling confidential business matters. What you will do Provides direct administrative support to a senior executive to enable the executive's achievement of duties and ensure the executive's assigned function or business segment operates efficiently and smoothly. Greet, screen and entertain visitors to ensure coordination and communication of itinerary and changes. Responds to time-sensitive requests for information and assistance regarding the executive's function. Drafts communications to a variety of audiences on behalf of the executive via various communication formats. Screens telephone calls from multiple sources including other executives, customers, media and other sources. Works closely with executive to understand scheduling and issue priorities, and implements short-term and long-term planning to ensure maximization of executive's schedule and time. Makes all travel arrangements, including completion of travel preauthorization form, travel expense claims and reconciliation. Organizes hospitality and other events sponsored by the executive or on behalf the company. Responsible for special assignments or projects as assigned and coordinating resources to ensure completion. Independently applies a variety of complex support methods/skills with general autonomy to develop responsive, effective customized solutions as needed by executive. What you will bring Associates degree or equivalent work experience 8+ years experience in an administrative support function supporting VP level or above. Very high proficiency in Microsoft Office Suite including PowerPoint, Word, Excel, Teams, Forms, and Outlook. High level of interpersonal skills and professionalism to be able to interact with all levels of executives, both internally and externally, as well as Board members. Attention to detail is required. Ability to perform responsible and difficult administrative support duties involving the use of independent judgment, taking personal initiative and having resourcefulness. Researching, compiling, analyzing and interpreting data. Ability to plan and organize work to meet changing deadlines and priorities. Analytical decision maker who is action oriented, diplomatic and persuasive. Ability to adapt to ambiguity and manage conflicting priorities in a fast-paced environment. This position will be required to work on site at Empower's Hunt Valley, Maryland office. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $76,300.00 - $107,800.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-10-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Onsite
05/01/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Chief Executive Administrative Assistant you will provide comprehensive administrative support for a senior executive. This role is distinguished from all other administrative support roles based on the requirement that the major job duties performed require independent judgment, prioritization and communication on behalf of the senior executive. The Chief Executive Administrative Assistant has wide latitude of responsibilities ranging from coordination of business travel to working independently on special assignments, overseeing projects and handling confidential business matters. What you will do Provides direct administrative support to a senior executive to enable the executive's achievement of duties and ensure the executive's assigned function or business segment operates efficiently and smoothly. Greet, screen and entertain visitors to ensure coordination and communication of itinerary and changes. Responds to time-sensitive requests for information and assistance regarding the executive's function. Drafts communications to a variety of audiences on behalf of the executive via various communication formats. Screens telephone calls from multiple sources including other executives, customers, media and other sources. Works closely with executive to understand scheduling and issue priorities, and implements short-term and long-term planning to ensure maximization of executive's schedule and time. Makes all travel arrangements, including completion of travel preauthorization form, travel expense claims and reconciliation. Organizes hospitality and other events sponsored by the executive or on behalf the company. Responsible for special assignments or projects as assigned and coordinating resources to ensure completion. Independently applies a variety of complex support methods/skills with general autonomy to develop responsive, effective customized solutions as needed by executive. What you will bring Associates degree or equivalent work experience 8+ years experience in an administrative support function supporting VP level or above. Very high proficiency in Microsoft Office Suite including PowerPoint, Word, Excel, Teams, Forms, and Outlook. High level of interpersonal skills and professionalism to be able to interact with all levels of executives, both internally and externally, as well as Board members. Attention to detail is required. Ability to perform responsible and difficult administrative support duties involving the use of independent judgment, taking personal initiative and having resourcefulness. Researching, compiling, analyzing and interpreting data. Ability to plan and organize work to meet changing deadlines and priorities. Analytical decision maker who is action oriented, diplomatic and persuasive. Ability to adapt to ambiguity and manage conflicting priorities in a fast-paced environment. This position will be required to work on site at Empower's Hunt Valley, Maryland office. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $76,300.00 - $107,800.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-10-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Onsite
If you are a Jazz employee please apply via the Internal Career site Jazz Pharmaceuticals plc (NASDAQ: JAZZ) is a global biopharmaceutical company whose purpose is to innovate to transform the lives of patients and their families. We are dedicated to developing life-changing medicines for people with serious diseases - often with limited or no therapeutic options. We have a diverse portfolio of marketed medicines and novel product candidates, from early- to late-stage development, in neuroscience and oncology. We actively explore new options for patients including novel compounds, small molecules and biologics, and through cannabinoid science and innovative delivery technologies. Jazz is headquartered in Dublin, Ireland and has employees around the globe, serving patients in nearly 75 countries. For more information, please visit and on Twitter. Brief Description: The Gastro Esophageal Adenocarcinoma (GEA) Marketing Director will lead strategic and executional marketing activities related to the GEA indication for an exciting new product candidate - a first in class HER2 targeted bispecific agent. A BLA for this agent has recently been filed in biliary tract cancer (BTC) and there is an ongoing Phase III study for GEA. The candidate will be the launch lead and drive adoption in GEA by developing strategic and tactical marketing plans. This position will report to the Senior Director of Marketing. Responsibilities include leading the development of launch marketing strategies and tactics across all audiences - oncologists, patients, advanced practice providers, pathologists and so on. The candidate will eventually be responsible for hiring and managing Product Managers / Senior Product Managers as launch readiness shifts into execution. The Director will work closely with a wide range of internal functions, including regulatory, legal, medical, market access, and the sales team. The candidate will also be a key member of the product marketing leadership team and will partner closely with the Director for Key Customer and AD for BTC to deliver on an aligned brand vision and contribute to the overall success of the brand. Essential Functions This individual will: Lead the GEA indication marketing efforts while also contributing to the overall success of the brand Partner closely with Senior Director, Key Customer Director and BTC Associate Director on marketing strategies and execution to ensure alignment and optimization of BTC, GEA and any pan-tumor efforts Hire, coach, and directly manage brand marketers when needed to support launch readiness Define market shaping activities needed to prepare for eventual approval in 1L GEA Lead a cross-functional US GEA indication team (including functions such as medical, access, sales, training, finance, legal, regulatory, market insights and analytics, forecasting, as well as marketing) Set and implement the US GEA strategy and associated operating or tactical plan (e.g., personal and digital promotional tactics, peer-to-peer programming, key customer and conference-related tactics, etc.) Manage and enhance internal and external relationships with colleagues, thought leaders, strategic business partners and vendors Partner with sales and sales training to ensure field readiness for execution Work with business operations to design market research initiatives, develop professional advisory boards and evaluate third party market data to generate a deeper understanding of customer / market needs Ensure compliance with laws, regulatory guidelines, and company policies Participate in cross-functional teams and represent the Brand team at Promotional Material Review Committee (PMRC) meetings, and other internal meetings, as required Develop and manage agencies and budgets associated with the GEA indication Contribute to and shape the culture / leadership of the brand marketing team Required Knowledge, Skills, and Abilities 8+ years of commercial experience in the pharmaceutical/biotech industry with significant marketing experience 5+ years of oncology experience required Launch experience required Commercial people management experience preferred Outstanding strategic thinking, analytical problem solving, planning and project management skills Competitive mindset and drive for results Solid communication skills including significant experience presenting to senior management and large audiences. Team oriented individual with good judgement, outstanding interpersonal skills and demonstrated cross-functional leadership Acts decisively and independently: has confidence and ability to provide clear direction and make decisions (strategic & tactical) without guidance or affirmation (but knows when to inform/seek leadership buy-in) Approximately 20-30% travel is required. Required/Preferred Education and Licenses Bachelor's Degree (life sciences or a related discipline a plus) Graduate degree (preferred) Jazz Pharmaceuticals is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any characteristic protected by law. FOR US-BASED CANDIDATES ONLY Jazz Pharmaceuticals, Inc. is committed to fair and equitable compensation practices and we strive to provide employees with total compensation packages that are market competitive. For this role, the full and complete base pay range is $184,000-$276,000. Individual compensation paid within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, and other pertinent factors. The goal is to ensure fair and competitive compensation aligned with the candidate's expertise and contributions, within the established pay framework and our Total Compensation philosophy. Internal equity considerations will also influence individual base pay decisions. This range will be reviewed on a regular basis. At Jazz, your base pay is only one part of your total compensation package. The successful candidate may also be eligible for a discretionary annual cash bonus or incentive compensation (depending on the role), in accordance with the terms of the Company's Global Cash Bonus Plan or Incentive Compensation Plan, as well as discretionary equity grants in accordance with Jazz's Long Term Equity Incentive Plan. The successful candidate will also be eligible to participate in various benefits offerings, including, but not limited to, medical, dental and vision insurance, 401k retirement savings plan, and flexible paid vacation. For more information on our Benefits offerings please click here:
05/01/2024
Full time
If you are a Jazz employee please apply via the Internal Career site Jazz Pharmaceuticals plc (NASDAQ: JAZZ) is a global biopharmaceutical company whose purpose is to innovate to transform the lives of patients and their families. We are dedicated to developing life-changing medicines for people with serious diseases - often with limited or no therapeutic options. We have a diverse portfolio of marketed medicines and novel product candidates, from early- to late-stage development, in neuroscience and oncology. We actively explore new options for patients including novel compounds, small molecules and biologics, and through cannabinoid science and innovative delivery technologies. Jazz is headquartered in Dublin, Ireland and has employees around the globe, serving patients in nearly 75 countries. For more information, please visit and on Twitter. Brief Description: The Gastro Esophageal Adenocarcinoma (GEA) Marketing Director will lead strategic and executional marketing activities related to the GEA indication for an exciting new product candidate - a first in class HER2 targeted bispecific agent. A BLA for this agent has recently been filed in biliary tract cancer (BTC) and there is an ongoing Phase III study for GEA. The candidate will be the launch lead and drive adoption in GEA by developing strategic and tactical marketing plans. This position will report to the Senior Director of Marketing. Responsibilities include leading the development of launch marketing strategies and tactics across all audiences - oncologists, patients, advanced practice providers, pathologists and so on. The candidate will eventually be responsible for hiring and managing Product Managers / Senior Product Managers as launch readiness shifts into execution. The Director will work closely with a wide range of internal functions, including regulatory, legal, medical, market access, and the sales team. The candidate will also be a key member of the product marketing leadership team and will partner closely with the Director for Key Customer and AD for BTC to deliver on an aligned brand vision and contribute to the overall success of the brand. Essential Functions This individual will: Lead the GEA indication marketing efforts while also contributing to the overall success of the brand Partner closely with Senior Director, Key Customer Director and BTC Associate Director on marketing strategies and execution to ensure alignment and optimization of BTC, GEA and any pan-tumor efforts Hire, coach, and directly manage brand marketers when needed to support launch readiness Define market shaping activities needed to prepare for eventual approval in 1L GEA Lead a cross-functional US GEA indication team (including functions such as medical, access, sales, training, finance, legal, regulatory, market insights and analytics, forecasting, as well as marketing) Set and implement the US GEA strategy and associated operating or tactical plan (e.g., personal and digital promotional tactics, peer-to-peer programming, key customer and conference-related tactics, etc.) Manage and enhance internal and external relationships with colleagues, thought leaders, strategic business partners and vendors Partner with sales and sales training to ensure field readiness for execution Work with business operations to design market research initiatives, develop professional advisory boards and evaluate third party market data to generate a deeper understanding of customer / market needs Ensure compliance with laws, regulatory guidelines, and company policies Participate in cross-functional teams and represent the Brand team at Promotional Material Review Committee (PMRC) meetings, and other internal meetings, as required Develop and manage agencies and budgets associated with the GEA indication Contribute to and shape the culture / leadership of the brand marketing team Required Knowledge, Skills, and Abilities 8+ years of commercial experience in the pharmaceutical/biotech industry with significant marketing experience 5+ years of oncology experience required Launch experience required Commercial people management experience preferred Outstanding strategic thinking, analytical problem solving, planning and project management skills Competitive mindset and drive for results Solid communication skills including significant experience presenting to senior management and large audiences. Team oriented individual with good judgement, outstanding interpersonal skills and demonstrated cross-functional leadership Acts decisively and independently: has confidence and ability to provide clear direction and make decisions (strategic & tactical) without guidance or affirmation (but knows when to inform/seek leadership buy-in) Approximately 20-30% travel is required. Required/Preferred Education and Licenses Bachelor's Degree (life sciences or a related discipline a plus) Graduate degree (preferred) Jazz Pharmaceuticals is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any characteristic protected by law. FOR US-BASED CANDIDATES ONLY Jazz Pharmaceuticals, Inc. is committed to fair and equitable compensation practices and we strive to provide employees with total compensation packages that are market competitive. For this role, the full and complete base pay range is $184,000-$276,000. Individual compensation paid within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, and other pertinent factors. The goal is to ensure fair and competitive compensation aligned with the candidate's expertise and contributions, within the established pay framework and our Total Compensation philosophy. Internal equity considerations will also influence individual base pay decisions. This range will be reviewed on a regular basis. At Jazz, your base pay is only one part of your total compensation package. The successful candidate may also be eligible for a discretionary annual cash bonus or incentive compensation (depending on the role), in accordance with the terms of the Company's Global Cash Bonus Plan or Incentive Compensation Plan, as well as discretionary equity grants in accordance with Jazz's Long Term Equity Incentive Plan. The successful candidate will also be eligible to participate in various benefits offerings, including, but not limited to, medical, dental and vision insurance, 401k retirement savings plan, and flexible paid vacation. For more information on our Benefits offerings please click here:
Position Summary Land Manager is responsible for a wide range of processes by which real property is acquired, maintained, and divested. Including but not limited to, management of technical matters associated with real property oversight of payment obligations, lease obligations, land ownership, land planning, curative, and overall land strategy. Candidate will Interface across departments and with mine sites located in Canada and the US to provide support by way of real property sales, acquisitions, lease administration and renewals. Prepare various types of real property documents, deeds, and appraisal reports, including review and evaluation of diligence related to real property in support of transactions. Act as internal authority and resource for input, maintenance, and reporting functions from the Company's land management system and serve as a liaison for others in utilization of the system. Successful candidate will be well organized, self-directed, strongly motivated, with a positive working demeanor. This position will be located in Westmoreland's south Denver office, with the opportunity to be remote upon review. Supervisor Responsibilities This position has formal supervisory responsibilities over other employees. Essential Duties and Responsibilities Plan, forecast, budget, and satisfy all land-related obligations necessary to maintain the validity of all the company's lands and interest in land. Investigate problems and prepare reports relating to land holdings, easements and right-of-way, property management, property records, and cost of acquisition estimates. Report and maintain land database, records, maps, reports, etc. to advise Westmoreland of its land holdings and associated agreements, rights, terms, payments, royalties, and maintenance obligations. Recommend acquisition, divestiture, and land strategy as it relates to utilization of real property for internal purposes or for dedicated external purposes, including but not limited to, renewable energy developments and/or joint venture opportunities. Participate in the execution of proper legal documents for purchase or sale. Manage and provide direction with respect to annual compliance of regulatory reporting requirements for land related licenses and permits, reclamation, and lease management. Ensure statutory and regulatory guidelines and procedures are followed. Determine the status of title, maintenance and completion of land files, advise and perform curative as appropriate, sales, liens, assessments, and encumbrances of record. Position will report into the Legal Department but will work regularly with designated land personnel located remotely. Occasional interaction will include county personnel, law firms, title companies to establish clear title, and regulatory personnel for state, federal, and tribal leases as applicable. Investigate and recommend settlement of property related claims and disputes. Participate in appraisals and recommend actions regarding the divestiture of surplus real estate. Work in a team environment with senior management and staff in all departments to implement key components of Westmoreland's performance goals and objectives. Perform related work as required. Typical Physical Demands Requires prolonged sitting, some bending, stooping and stretching. Requires constant data input for extended periods of time without leaving the work area. Occasionally lifting files or paper weighing up to 30 pounds. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Requires normal range of hearing and eyesight to record, prepare, and communicate appropriate reports. Requires mobility sufficient to travel. Typical Working Conditions Normal office environment. Occasional evening or weekend work. Education and Experience Bachelor's degree from an accredited college or university with a major in Business Administration, Economics, Real Estate, or a related field Minimum 10 years of related work experience. Knowledge of Geographic Information Systems and computerized land management systems. Knowledge of LandWorks is a plus. Any equivalent combination of training, education, and experience that provides the required skills, knowledge, and abilities. Licenses, Registration, and Certifications Bachelor's degree with demonstrated record of natural resource experience. Registered Landman, Registered Professional Landman, or Certified Professional Landman is a plus. Skills/Competencies Analytical. Negotiation. Problem solving. Strong written and verbal communication. Strong Decision Making. Ability to develop effective internal and external relationships. Ability to work across departments. What We Offer This position is expected to pay $160,000 - $180,000 annually; depending on skills, experience, education, and any certifications that are directly related to the position. It is eligible for our annual Short Term Incentive program. Our health and welfare benefits are designed to invest in you and in the things you care about. We offer a 401k with a generous match, student loan repayment assistance, tuition reimbursement. To care for your wellbeing, we offer paid vacations and holidays, monthly wellness financial incentives, Employee Assistance Program. Health care offerings include medical, prescription drug, dental, vision, health savings account, flexible spending accounts. To assist you in leveraging the health care benefits, we offer personal health advocates, tele-medicine, surgery concierge services, diabetes care. Short-term disability, long-term disability, basic term life and accidental death and dismemberment coverage are provided at no cost. Optional coverages available include supplemental life insurance and supplemental accidental death and dismemberment insurance. Other details Job Family :Managers Job Function :Management Pay Type :Salary Min Hiring Rate :$160,000.00 Max Hiring Rate :$180,000.00 Telecommute % :50
05/01/2024
Full time
Position Summary Land Manager is responsible for a wide range of processes by which real property is acquired, maintained, and divested. Including but not limited to, management of technical matters associated with real property oversight of payment obligations, lease obligations, land ownership, land planning, curative, and overall land strategy. Candidate will Interface across departments and with mine sites located in Canada and the US to provide support by way of real property sales, acquisitions, lease administration and renewals. Prepare various types of real property documents, deeds, and appraisal reports, including review and evaluation of diligence related to real property in support of transactions. Act as internal authority and resource for input, maintenance, and reporting functions from the Company's land management system and serve as a liaison for others in utilization of the system. Successful candidate will be well organized, self-directed, strongly motivated, with a positive working demeanor. This position will be located in Westmoreland's south Denver office, with the opportunity to be remote upon review. Supervisor Responsibilities This position has formal supervisory responsibilities over other employees. Essential Duties and Responsibilities Plan, forecast, budget, and satisfy all land-related obligations necessary to maintain the validity of all the company's lands and interest in land. Investigate problems and prepare reports relating to land holdings, easements and right-of-way, property management, property records, and cost of acquisition estimates. Report and maintain land database, records, maps, reports, etc. to advise Westmoreland of its land holdings and associated agreements, rights, terms, payments, royalties, and maintenance obligations. Recommend acquisition, divestiture, and land strategy as it relates to utilization of real property for internal purposes or for dedicated external purposes, including but not limited to, renewable energy developments and/or joint venture opportunities. Participate in the execution of proper legal documents for purchase or sale. Manage and provide direction with respect to annual compliance of regulatory reporting requirements for land related licenses and permits, reclamation, and lease management. Ensure statutory and regulatory guidelines and procedures are followed. Determine the status of title, maintenance and completion of land files, advise and perform curative as appropriate, sales, liens, assessments, and encumbrances of record. Position will report into the Legal Department but will work regularly with designated land personnel located remotely. Occasional interaction will include county personnel, law firms, title companies to establish clear title, and regulatory personnel for state, federal, and tribal leases as applicable. Investigate and recommend settlement of property related claims and disputes. Participate in appraisals and recommend actions regarding the divestiture of surplus real estate. Work in a team environment with senior management and staff in all departments to implement key components of Westmoreland's performance goals and objectives. Perform related work as required. Typical Physical Demands Requires prolonged sitting, some bending, stooping and stretching. Requires constant data input for extended periods of time without leaving the work area. Occasionally lifting files or paper weighing up to 30 pounds. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Requires normal range of hearing and eyesight to record, prepare, and communicate appropriate reports. Requires mobility sufficient to travel. Typical Working Conditions Normal office environment. Occasional evening or weekend work. Education and Experience Bachelor's degree from an accredited college or university with a major in Business Administration, Economics, Real Estate, or a related field Minimum 10 years of related work experience. Knowledge of Geographic Information Systems and computerized land management systems. Knowledge of LandWorks is a plus. Any equivalent combination of training, education, and experience that provides the required skills, knowledge, and abilities. Licenses, Registration, and Certifications Bachelor's degree with demonstrated record of natural resource experience. Registered Landman, Registered Professional Landman, or Certified Professional Landman is a plus. Skills/Competencies Analytical. Negotiation. Problem solving. Strong written and verbal communication. Strong Decision Making. Ability to develop effective internal and external relationships. Ability to work across departments. What We Offer This position is expected to pay $160,000 - $180,000 annually; depending on skills, experience, education, and any certifications that are directly related to the position. It is eligible for our annual Short Term Incentive program. Our health and welfare benefits are designed to invest in you and in the things you care about. We offer a 401k with a generous match, student loan repayment assistance, tuition reimbursement. To care for your wellbeing, we offer paid vacations and holidays, monthly wellness financial incentives, Employee Assistance Program. Health care offerings include medical, prescription drug, dental, vision, health savings account, flexible spending accounts. To assist you in leveraging the health care benefits, we offer personal health advocates, tele-medicine, surgery concierge services, diabetes care. Short-term disability, long-term disability, basic term life and accidental death and dismemberment coverage are provided at no cost. Optional coverages available include supplemental life insurance and supplemental accidental death and dismemberment insurance. Other details Job Family :Managers Job Function :Management Pay Type :Salary Min Hiring Rate :$160,000.00 Max Hiring Rate :$180,000.00 Telecommute % :50
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Quality Assurance Specialist, you will monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with internal policies and procedures, rules and regulations of the financial services industry. What you will do Provide continuous call evaluation feedback to representatives and advisors through written evaluations and document and escalate call monitoring issues to management as necessary. Evaluate representatives and advisors calls using the quality monitoring data management system to compile and track performance at an individual level. Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Quality Assurance Specialists. Partner with internal resources (Compliance, Legal, Supervision, Training) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support. Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new representatives, advisors and managers as it relates to call evaluation methodology or other topics as necessary. What you will bring Bachelor's Degree in related discipline or 5 years industry experience FINRA SIE and Series 7 required FINRA fingerprinting required What will set you apart Working knowledge of retirement plan and retail investment and advisory products preferred Intermediate skills using Microsoft Office products Sound reasoning and critical thinking Excellent written and verbal communication skills Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $48,300.00 - $66,450.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-02-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/27/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Quality Assurance Specialist, you will monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with internal policies and procedures, rules and regulations of the financial services industry. What you will do Provide continuous call evaluation feedback to representatives and advisors through written evaluations and document and escalate call monitoring issues to management as necessary. Evaluate representatives and advisors calls using the quality monitoring data management system to compile and track performance at an individual level. Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Quality Assurance Specialists. Partner with internal resources (Compliance, Legal, Supervision, Training) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support. Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new representatives, advisors and managers as it relates to call evaluation methodology or other topics as necessary. What you will bring Bachelor's Degree in related discipline or 5 years industry experience FINRA SIE and Series 7 required FINRA fingerprinting required What will set you apart Working knowledge of retirement plan and retail investment and advisory products preferred Intermediate skills using Microsoft Office products Sound reasoning and critical thinking Excellent written and verbal communication skills Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $48,300.00 - $66,450.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-02-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Quality Assurance Specialist, you will monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with internal policies and procedures, rules and regulations of the financial services industry. What you will do Provide continuous call evaluation feedback to representatives and advisors through written evaluations and document and escalate call monitoring issues to management as necessary. Evaluate representatives and advisors calls using the quality monitoring data management system to compile and track performance at an individual level. Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Quality Assurance Specialists. Partner with internal resources (Compliance, Legal, Supervision, Training) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support. Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new representatives, advisors and managers as it relates to call evaluation methodology or other topics as necessary. What you will bring Bachelor's Degree in related discipline or 5 years industry experience FINRA SIE and Series 7 required FINRA fingerprinting required What will set you apart Working knowledge of retirement plan and retail investment and advisory products preferred Intermediate skills using Microsoft Office products Sound reasoning and critical thinking Excellent written and verbal communication skills Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $48,300.00 - $66,450.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-02-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/27/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Quality Assurance Specialist, you will monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with internal policies and procedures, rules and regulations of the financial services industry. What you will do Provide continuous call evaluation feedback to representatives and advisors through written evaluations and document and escalate call monitoring issues to management as necessary. Evaluate representatives and advisors calls using the quality monitoring data management system to compile and track performance at an individual level. Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Quality Assurance Specialists. Partner with internal resources (Compliance, Legal, Supervision, Training) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support. Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new representatives, advisors and managers as it relates to call evaluation methodology or other topics as necessary. What you will bring Bachelor's Degree in related discipline or 5 years industry experience FINRA SIE and Series 7 required FINRA fingerprinting required What will set you apart Working knowledge of retirement plan and retail investment and advisory products preferred Intermediate skills using Microsoft Office products Sound reasoning and critical thinking Excellent written and verbal communication skills Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $48,300.00 - $66,450.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-02-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Under general supervision, will develop and deliver comprehensive financial plans for Empower retail clients. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial planning needs of our Empower Personal Wealth clients. What You Will Do Develops and delivers comprehensive certified financial plans to retail customers Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable Obtains knowledge of the customer's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps Review client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower's managed account service Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions Administrative duties: Documents calls using technological tools such as Salesforce Uses organizational skills to track core customer needs Participates in training sessions and staff meetings, and sharing new knowledge with teammates Provides education and point in time advice on topics to help Empower Personal Wealth clients become best prepared to achieve financial goals, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer's needs Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition What You Will Bring Bachelor's degree or an equivalent combination of education and professional work experience CFP required REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: FINRA Series 7, 63, 65 registrations and life insurance licensing required FINRA fingerprinting required 3+ years' experience in financial services or 401k industry 2 years minimum financial planning experience required Demonstrated ability to create and present comprehensive financial plans one-on-one with clients What Will Set You Apart MBA preferred Exceptional at delivering effective client consultations - always composed and professional Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc) Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills. Quickly establish trust and builds long-term client relationships. Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients Comprehensive PC skills including the ability to quickly learn Empower's software and systems Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $84,000.00 - $118,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/26/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Under general supervision, will develop and deliver comprehensive financial plans for Empower retail clients. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial planning needs of our Empower Personal Wealth clients. What You Will Do Develops and delivers comprehensive certified financial plans to retail customers Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable Obtains knowledge of the customer's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps Review client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower's managed account service Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions Administrative duties: Documents calls using technological tools such as Salesforce Uses organizational skills to track core customer needs Participates in training sessions and staff meetings, and sharing new knowledge with teammates Provides education and point in time advice on topics to help Empower Personal Wealth clients become best prepared to achieve financial goals, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer's needs Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition What You Will Bring Bachelor's degree or an equivalent combination of education and professional work experience CFP required REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: FINRA Series 7, 63, 65 registrations and life insurance licensing required FINRA fingerprinting required 3+ years' experience in financial services or 401k industry 2 years minimum financial planning experience required Demonstrated ability to create and present comprehensive financial plans one-on-one with clients What Will Set You Apart MBA preferred Exceptional at delivering effective client consultations - always composed and professional Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc) Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills. Quickly establish trust and builds long-term client relationships. Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients Comprehensive PC skills including the ability to quickly learn Empower's software and systems Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $84,000.00 - $118,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Senior Financial Advisor & Planner - Personal Strategy, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program . This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (Individual Client AUM from $250k - $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating clients' portfolio strategies . Performance in this role is measured in a variety of ways, including client satisfaction, client retention, share of wallet growth, and generating client referrals. Significant emphasis is placed on client retention & satisfaction. What you will do The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Comprehensive relationship management via phone conversations, email communication, and in-person meetings . Client interaction is both proactive and reactive. Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Effectively coordinate with operational teams for client-related administrative issues. Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country. What you will bring An ability to clearly explain the 'Personal Strategy' investment strategy to clients and hold portfolio, market, and economic discussions Experience with direct high-net worth client communication within the investment advisory field High-level knowledge of current investment products and industry services Proven track record in relationship management and customer satisfaction College degree or extensive industry experience required Series 65 or equivalent required Must possess a clean U4 record. FINRA fingerprinting required What will set you apart CFP preferred The ability to compare and contrast the benefits and suitability of different investment options and products. Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment. Strong interpersonal skills, team-oriented, and collaborative. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $63,100.00 - $89,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/26/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Senior Financial Advisor & Planner - Personal Strategy, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program . This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (Individual Client AUM from $250k - $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating clients' portfolio strategies . Performance in this role is measured in a variety of ways, including client satisfaction, client retention, share of wallet growth, and generating client referrals. Significant emphasis is placed on client retention & satisfaction. What you will do The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Comprehensive relationship management via phone conversations, email communication, and in-person meetings . Client interaction is both proactive and reactive. Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Effectively coordinate with operational teams for client-related administrative issues. Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country. What you will bring An ability to clearly explain the 'Personal Strategy' investment strategy to clients and hold portfolio, market, and economic discussions Experience with direct high-net worth client communication within the investment advisory field High-level knowledge of current investment products and industry services Proven track record in relationship management and customer satisfaction College degree or extensive industry experience required Series 65 or equivalent required Must possess a clean U4 record. FINRA fingerprinting required What will set you apart CFP preferred The ability to compare and contrast the benefits and suitability of different investment options and products. Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment. Strong interpersonal skills, team-oriented, and collaborative. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $63,100.00 - $89,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a newTax Planning Specialists who can help our Empower Personal Wealth clients navigate their tax planning considerations . The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $88,200.00 - $124,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 04-25-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/26/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a newTax Planning Specialists who can help our Empower Personal Wealth clients navigate their tax planning considerations . The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $88,200.00 - $124,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 04-25-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Senior Financial Advisor & Planner - Personal Strategy, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program . This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (Individual Client AUM from $250k - $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating clients' portfolio strategies . Performance in this role is measured in a variety of ways, including client satisfaction, client retention, share of wallet growth, and generating client referrals. Significant emphasis is placed on client retention & satisfaction. What you will do The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Comprehensive relationship management via phone conversations, email communication, and in-person meetings . Client interaction is both proactive and reactive. Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Effectively coordinate with operational teams for client-related administrative issues. Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country. What you will bring An ability to clearly explain the 'Personal Strategy' investment strategy to clients and hold portfolio, market, and economic discussions Experience with direct high-net worth client communication within the investment advisory field High-level knowledge of current investment products and industry services Proven track record in relationship management and customer satisfaction College degree or extensive industry experience required Series 65 or equivalent required Must possess a clean U4 record. FINRA fingerprinting required What will set you apart CFP preferred The ability to compare and contrast the benefits and suitability of different investment options and products. Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment. Strong interpersonal skills, team-oriented, and collaborative. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $63,100.00 - $89,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/26/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Senior Financial Advisor & Planner - Personal Strategy, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program . This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (Individual Client AUM from $250k - $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating clients' portfolio strategies . Performance in this role is measured in a variety of ways, including client satisfaction, client retention, share of wallet growth, and generating client referrals. Significant emphasis is placed on client retention & satisfaction. What you will do The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Comprehensive relationship management via phone conversations, email communication, and in-person meetings . Client interaction is both proactive and reactive. Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Effectively coordinate with operational teams for client-related administrative issues. Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country. What you will bring An ability to clearly explain the 'Personal Strategy' investment strategy to clients and hold portfolio, market, and economic discussions Experience with direct high-net worth client communication within the investment advisory field High-level knowledge of current investment products and industry services Proven track record in relationship management and customer satisfaction College degree or extensive industry experience required Series 65 or equivalent required Must possess a clean U4 record. FINRA fingerprinting required What will set you apart CFP preferred The ability to compare and contrast the benefits and suitability of different investment options and products. Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment. Strong interpersonal skills, team-oriented, and collaborative. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $63,100.00 - $89,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a newTax Planning Specialists who can help our Empower Personal Wealth clients navigate their tax planning considerations . The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $88,200.00 - $124,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 04-25-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/26/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a newTax Planning Specialists who can help our Empower Personal Wealth clients navigate their tax planning considerations . The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $88,200.00 - $124,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 04-25-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Under general supervision, will develop and deliver comprehensive financial plans for Empower retail clients. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial planning needs of our Empower Personal Wealth clients. What You Will Do Develops and delivers comprehensive certified financial plans to retail customers Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable Obtains knowledge of the customer's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps Review client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower's managed account service Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions Administrative duties: Documents calls using technological tools such as Salesforce Uses organizational skills to track core customer needs Participates in training sessions and staff meetings, and sharing new knowledge with teammates Provides education and point in time advice on topics to help Empower Personal Wealth clients become best prepared to achieve financial goals, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer's needs Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition What You Will Bring Bachelor's degree or an equivalent combination of education and professional work experience CFP required REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: FINRA Series 7, 63, 65 registrations and life insurance licensing required FINRA fingerprinting required 3+ years' experience in financial services or 401k industry 2 years minimum financial planning experience required Demonstrated ability to create and present comprehensive financial plans one-on-one with clients What Will Set You Apart MBA preferred Exceptional at delivering effective client consultations - always composed and professional Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc) Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills. Quickly establish trust and builds long-term client relationships. Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients Comprehensive PC skills including the ability to quickly learn Empower's software and systems Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $84,000.00 - $118,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/26/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Under general supervision, will develop and deliver comprehensive financial plans for Empower retail clients. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial planning needs of our Empower Personal Wealth clients. What You Will Do Develops and delivers comprehensive certified financial plans to retail customers Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable Obtains knowledge of the customer's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps Review client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower's managed account service Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions Administrative duties: Documents calls using technological tools such as Salesforce Uses organizational skills to track core customer needs Participates in training sessions and staff meetings, and sharing new knowledge with teammates Provides education and point in time advice on topics to help Empower Personal Wealth clients become best prepared to achieve financial goals, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer's needs Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition What You Will Bring Bachelor's degree or an equivalent combination of education and professional work experience CFP required REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: FINRA Series 7, 63, 65 registrations and life insurance licensing required FINRA fingerprinting required 3+ years' experience in financial services or 401k industry 2 years minimum financial planning experience required Demonstrated ability to create and present comprehensive financial plans one-on-one with clients What Will Set You Apart MBA preferred Exceptional at delivering effective client consultations - always composed and professional Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc) Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills. Quickly establish trust and builds long-term client relationships. Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients Comprehensive PC skills including the ability to quickly learn Empower's software and systems Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $84,000.00 - $118,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Account Executive - Remote Remote 503107 Field Development Supervisor (Mutual of Omaha Advisors) - Chicago, IL (Relocation Assistance Available) Illinois 502552 Financial Representative Trainee - Guaynabo, Puerto Rico Puerto Rico 502875
04/26/2024
Full time
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Account Executive - Remote Remote 503107 Field Development Supervisor (Mutual of Omaha Advisors) - Chicago, IL (Relocation Assistance Available) Illinois 502552 Financial Representative Trainee - Guaynabo, Puerto Rico Puerto Rico 502875
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Account Executive - Remote Remote 503107 Field Development Supervisor (Mutual of Omaha Advisors) - Chicago, IL (Relocation Assistance Available) Illinois 502552 Financial Representative Trainee - Guaynabo, Puerto Rico Puerto Rico 502875
04/26/2024
Full time
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Account Executive - Remote Remote 503107 Field Development Supervisor (Mutual of Omaha Advisors) - Chicago, IL (Relocation Assistance Available) Illinois 502552 Financial Representative Trainee - Guaynabo, Puerto Rico Puerto Rico 502875
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Account Executive - Remote Remote 503107 Field Development Supervisor (Mutual of Omaha Advisors) - Chicago, IL (Relocation Assistance Available) Illinois 502552 Financial Representative Trainee - Guaynabo, Puerto Rico Puerto Rico 502875
04/25/2024
Full time
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Account Executive - Remote Remote 503107 Field Development Supervisor (Mutual of Omaha Advisors) - Chicago, IL (Relocation Assistance Available) Illinois 502552 Financial Representative Trainee - Guaynabo, Puerto Rico Puerto Rico 502875
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Account Executive - Remote Remote 503107 Field Development Supervisor (Mutual of Omaha Advisors) - Chicago, IL (Relocation Assistance Available) Illinois 502552 Financial Representative Trainee - Guaynabo, Puerto Rico Puerto Rico 502875
04/10/2024
Full time
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam. Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Access to reliable transportation in order to attend appointments and meetings. Ability to travel up to 50% of the work period and maintain a valid driver's license. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Account Executive - Remote Remote 503107 Field Development Supervisor (Mutual of Omaha Advisors) - Chicago, IL (Relocation Assistance Available) Illinois 502552 Financial Representative Trainee - Guaynabo, Puerto Rico Puerto Rico 502875
$500 Hiring BonusRetail Sales Associate/Customer Service - Full Time & Part TimeBatteries Plus, the nation's largest growing battery and light bulb franchise, is currently searching for full time and part time customer oriented individuals at our Mt. Juliet, TN location. Our stores offer national brands at exceptional value. Our Trusted Advisors provide knowledge and offer solutions that differentiate us from the competition and give a face to the name of our brand. Technical duties include replacing screens, batteries and other components on smart phones and tablets, as well as key cutting and reprogramming of key fob remotes.We are seeking workers of all ages, and are always on the lookout for our future leaders. Whether you are starting your career, starting over, or later in your career, we will provide you with training and development, and the opportunity for flexible schedules that allow for your life balance.We offer both Full and Part-time Retail Sales Associates/Customer Service Reps the following benefits:Paid Time Off and Paid Holidays401(k) + Company MatchTuition ReimbursementFull time Customer Service Associates (over 30 hours/week) are also eligible for Health, Dental, Vision, as well as company paid Short-Term Disability and Life insurance.Qualifications for Customer Service/Retail Sales Associates:High school diploma/equivalent and 6 months prior work experience preferred or equivalent combination of education and experience.Customer service and sales oriented with high motivation.Ability to gain quick and solid understanding of company's electronic retail and cross-referencing system.Demonstrated technical skill and have the ability to work small parts and tools.Excellent communication and interpersonal skills.Valid driver's license and clean driving record preferred. Required for driving positionsAbility to lift 50 + lbs. A Bit About Us:Batteries Plus is the nation's largest and fastest-growing battery, light bulb, phone repair and key fob replacement franchise with a nationwide network of over 720 stores. We work hard here at Batteries Plus, and we have a lot of fun while we do it. Whether you work in our warehouse, one of our stores or at our corporate headquarters, our goal remains the same: to satisfy our customers, build trust and drive business, while nurturing our team and working to be experts in our fields. That's life at Batteries Plus. Equal Opportunity Employer Disability/Vet
08/31/2021
Full time
$500 Hiring BonusRetail Sales Associate/Customer Service - Full Time & Part TimeBatteries Plus, the nation's largest growing battery and light bulb franchise, is currently searching for full time and part time customer oriented individuals at our Mt. Juliet, TN location. Our stores offer national brands at exceptional value. Our Trusted Advisors provide knowledge and offer solutions that differentiate us from the competition and give a face to the name of our brand. Technical duties include replacing screens, batteries and other components on smart phones and tablets, as well as key cutting and reprogramming of key fob remotes.We are seeking workers of all ages, and are always on the lookout for our future leaders. Whether you are starting your career, starting over, or later in your career, we will provide you with training and development, and the opportunity for flexible schedules that allow for your life balance.We offer both Full and Part-time Retail Sales Associates/Customer Service Reps the following benefits:Paid Time Off and Paid Holidays401(k) + Company MatchTuition ReimbursementFull time Customer Service Associates (over 30 hours/week) are also eligible for Health, Dental, Vision, as well as company paid Short-Term Disability and Life insurance.Qualifications for Customer Service/Retail Sales Associates:High school diploma/equivalent and 6 months prior work experience preferred or equivalent combination of education and experience.Customer service and sales oriented with high motivation.Ability to gain quick and solid understanding of company's electronic retail and cross-referencing system.Demonstrated technical skill and have the ability to work small parts and tools.Excellent communication and interpersonal skills.Valid driver's license and clean driving record preferred. Required for driving positionsAbility to lift 50 + lbs. A Bit About Us:Batteries Plus is the nation's largest and fastest-growing battery, light bulb, phone repair and key fob replacement franchise with a nationwide network of over 720 stores. We work hard here at Batteries Plus, and we have a lot of fun while we do it. Whether you work in our warehouse, one of our stores or at our corporate headquarters, our goal remains the same: to satisfy our customers, build trust and drive business, while nurturing our team and working to be experts in our fields. That's life at Batteries Plus. Equal Opportunity Employer Disability/Vet
Primary Location: Fargo ND, Fargo, ND, USA Division: Cox Automotive Job Level: Individual Contributor Travel: Yes, 25 % of the Time Schedule: Full-time Shift: Day Job Requisition Number: 212338 This position is remote work from home. You need to reside (in, near, within): Fargo ND or Bismark ND or Minot, North Dakota. They say that in Vegas, the dealer usually wins. At Cox Automotive, we always strive to make sure our dealers win. That's why we enlist the very best folks we can find to partner with automotive dealers. Our Senior Dealer Success Consultants are a wonderful mix of wisdom and winning strategies who know where to find True North when it comes to success. They lasso the best solutions from AutoTrader, Kelley Blue Book, Dealer.com and others to help dealers max out on opportunities. Sound like a good bet for your skill set? Keep reading… What You'll Do This is an opportunity for someone who truly loves being out in the field, and we don't mean baseball, though both jobs involve swinging for the fences. This is a gig for MVPs who bring their game for exploring possibilities with existing clients while developing new ones, who love collaborating with team members for creative solutions, and who appreciate the power of partnership with auto dealers, delivering consultative sales expertise to put more big numbers in their win column. Here's more of what you can expect when you step up to the plate: Retain and grow client base by providing customers with creative revenue-generating marketing and advertising solutions using Cox Automotive products, services, and technologies. Know and keep current on all company's products and services, and educate dealers on new products as they roll out. Create and deliver presentations to existing and new customers. Own the customer experience. Think and act in ways that put our customers first and exceeds their expectations. What's In It For You? As a dynamite Senior Dealer Success Consultant, you deserve success in your life as well, and at Cox, we define "success" as being a part of a company that gives you lots of opportunities and options. First, we've created an exceptional salary package, plus additional incentives including highly-sought-after yearly sales awards and recognition for our top sales people. We are an inclusive, sales-friendly environment where different perspectives are valued and celebrated. Looking for tools and training to up your game? We've got them. And we offer a work/life balance that allows you to enjoy flexibility, family, and friends. We believe in taking good care of our team, so you'll also have access to benefits like an impressive base salary with an uncapped commission, 401(K) with company match and quality healthcare & life insurance options. Cox gives you flexible paid time-off, provides access to a lifestyle coach, adoption assistance, pet insurance, employee discounts, tuition reimbursement and more. Bottom line, we take good care of our employees. Want to join us? Here's who we are looking for… Qualifications: 5 years of experience, preferable in a sales related role. BA/BS Degree OR equivalent combination of education and work related experience. This is a field position so travel within an assigned sales territory will be required. Valid driver's license, safe driving record, and dependable transportation. Preferred: Automotive industry or advertising media experience. Experience working in a field base environment. Extensive knowledge and experience with social media, digital advertising, and internet platforms. Who We Are About Cox Automotive There's nothing ordinary about Cox Automotive. We are people of every background driven by our passion for mobility, innovation, client success and community outreach. We make buying, selling and owning (or simply using) cars easier for everyone. Touching more than 40,000 clients across five continents, we bring together the best brands and the best teams to propel the automotive industry forward. Some of those team members work for our iconic consumer brands like Autotrader and Kelley Blue Book, while others are creating the future of automotive at industry-facing brands like Dealer.com, Manheim and vAuto. About Cox We are the Cox family of businesses. We've been making our mark since 1898 by building and evolving world-class businesses, staying true to our values, and encouraging top talent to always look for growth and impact while building a career with us. Our primary divisions - Cox Communications and Cox Automotive - are driving a new wave of innovation, powering smart cities with powerhouse broadband communications and pioneering greener, more progressive transportation alternatives for individuals and fleet operators. We're also expanding into new spaces like cleantech and healthcare to rev up our momentum toward building a better future for the next generation. We're looking for the talent today who will be our leaders tomorrow. Sound intriguing? Learn more about where we are today, where we hope you'll be going with us, and the common purpose that unites us at coxenterprises.com. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.
03/23/2021
Full time
Primary Location: Fargo ND, Fargo, ND, USA Division: Cox Automotive Job Level: Individual Contributor Travel: Yes, 25 % of the Time Schedule: Full-time Shift: Day Job Requisition Number: 212338 This position is remote work from home. You need to reside (in, near, within): Fargo ND or Bismark ND or Minot, North Dakota. They say that in Vegas, the dealer usually wins. At Cox Automotive, we always strive to make sure our dealers win. That's why we enlist the very best folks we can find to partner with automotive dealers. Our Senior Dealer Success Consultants are a wonderful mix of wisdom and winning strategies who know where to find True North when it comes to success. They lasso the best solutions from AutoTrader, Kelley Blue Book, Dealer.com and others to help dealers max out on opportunities. Sound like a good bet for your skill set? Keep reading… What You'll Do This is an opportunity for someone who truly loves being out in the field, and we don't mean baseball, though both jobs involve swinging for the fences. This is a gig for MVPs who bring their game for exploring possibilities with existing clients while developing new ones, who love collaborating with team members for creative solutions, and who appreciate the power of partnership with auto dealers, delivering consultative sales expertise to put more big numbers in their win column. Here's more of what you can expect when you step up to the plate: Retain and grow client base by providing customers with creative revenue-generating marketing and advertising solutions using Cox Automotive products, services, and technologies. Know and keep current on all company's products and services, and educate dealers on new products as they roll out. Create and deliver presentations to existing and new customers. Own the customer experience. Think and act in ways that put our customers first and exceeds their expectations. What's In It For You? As a dynamite Senior Dealer Success Consultant, you deserve success in your life as well, and at Cox, we define "success" as being a part of a company that gives you lots of opportunities and options. First, we've created an exceptional salary package, plus additional incentives including highly-sought-after yearly sales awards and recognition for our top sales people. We are an inclusive, sales-friendly environment where different perspectives are valued and celebrated. Looking for tools and training to up your game? We've got them. And we offer a work/life balance that allows you to enjoy flexibility, family, and friends. We believe in taking good care of our team, so you'll also have access to benefits like an impressive base salary with an uncapped commission, 401(K) with company match and quality healthcare & life insurance options. Cox gives you flexible paid time-off, provides access to a lifestyle coach, adoption assistance, pet insurance, employee discounts, tuition reimbursement and more. Bottom line, we take good care of our employees. Want to join us? Here's who we are looking for… Qualifications: 5 years of experience, preferable in a sales related role. BA/BS Degree OR equivalent combination of education and work related experience. This is a field position so travel within an assigned sales territory will be required. Valid driver's license, safe driving record, and dependable transportation. Preferred: Automotive industry or advertising media experience. Experience working in a field base environment. Extensive knowledge and experience with social media, digital advertising, and internet platforms. Who We Are About Cox Automotive There's nothing ordinary about Cox Automotive. We are people of every background driven by our passion for mobility, innovation, client success and community outreach. We make buying, selling and owning (or simply using) cars easier for everyone. Touching more than 40,000 clients across five continents, we bring together the best brands and the best teams to propel the automotive industry forward. Some of those team members work for our iconic consumer brands like Autotrader and Kelley Blue Book, while others are creating the future of automotive at industry-facing brands like Dealer.com, Manheim and vAuto. About Cox We are the Cox family of businesses. We've been making our mark since 1898 by building and evolving world-class businesses, staying true to our values, and encouraging top talent to always look for growth and impact while building a career with us. Our primary divisions - Cox Communications and Cox Automotive - are driving a new wave of innovation, powering smart cities with powerhouse broadband communications and pioneering greener, more progressive transportation alternatives for individuals and fleet operators. We're also expanding into new spaces like cleantech and healthcare to rev up our momentum toward building a better future for the next generation. We're looking for the talent today who will be our leaders tomorrow. Sound intriguing? Learn more about where we are today, where we hope you'll be going with us, and the common purpose that unites us at coxenterprises.com. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.