Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Teller Supervisor! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture What you'll do: The Teller Supervisor is responsible for the supervision of teller staff and all branch functions associated with processing customer transactions and providing routine banking services. This position requires strong leadership, organizational, and communication skills in order to motivate staff and effectively organize and delegate duties among the teller staff. Responsibilities include: Oversee the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential cross-sell opportunities, direct customers to appropriate bank personnel and coach staff to recognize these opportunities as well Perform routine monthly audits and daily/monthly sales tracking Participates in hiring, onboarding, training and ongoing development of teller staff Complete performance reviews for teller staff Assign work schedules to employees to ensure efficient function of department May be required to participate in community events Qualifications: Previous teller experience required 3-5 years of supervisory experience preferred, preferably within a financial institution Travel between branches may be necessary Must be available to work all shifts including Saturdays Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
04/17/2024
Full time
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Teller Supervisor! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture What you'll do: The Teller Supervisor is responsible for the supervision of teller staff and all branch functions associated with processing customer transactions and providing routine banking services. This position requires strong leadership, organizational, and communication skills in order to motivate staff and effectively organize and delegate duties among the teller staff. Responsibilities include: Oversee the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential cross-sell opportunities, direct customers to appropriate bank personnel and coach staff to recognize these opportunities as well Perform routine monthly audits and daily/monthly sales tracking Participates in hiring, onboarding, training and ongoing development of teller staff Complete performance reviews for teller staff Assign work schedules to employees to ensure efficient function of department May be required to participate in community events Qualifications: Previous teller experience required 3-5 years of supervisory experience preferred, preferably within a financial institution Travel between branches may be necessary Must be available to work all shifts including Saturdays Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Teller Supervisor! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture What you'll do: The Teller Supervisor is responsible for the supervision of teller staff and all branch functions associated with processing customer transactions and providing routine banking services. This position requires strong leadership, organizational, and communication skills in order to motivate staff and effectively organize and delegate duties among the teller staff. Responsibilities include: Oversee the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential cross-sell opportunities, direct customers to appropriate bank personnel Perform routine monthly audits and daily/monthly sales tracking Assign work schedules to employees to ensure efficient function of department May be required to participate in community events Qualifications: 1 year minimum previous teller experience required 3-5 years of supervisory experience within a financial institution preferred Travel between branches may be necessary Must be available to work all shifts including Saturdays Bilingual Spanish preferred Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
04/17/2024
Full time
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Teller Supervisor! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture What you'll do: The Teller Supervisor is responsible for the supervision of teller staff and all branch functions associated with processing customer transactions and providing routine banking services. This position requires strong leadership, organizational, and communication skills in order to motivate staff and effectively organize and delegate duties among the teller staff. Responsibilities include: Oversee the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential cross-sell opportunities, direct customers to appropriate bank personnel Perform routine monthly audits and daily/monthly sales tracking Assign work schedules to employees to ensure efficient function of department May be required to participate in community events Qualifications: 1 year minimum previous teller experience required 3-5 years of supervisory experience within a financial institution preferred Travel between branches may be necessary Must be available to work all shifts including Saturdays Bilingual Spanish preferred Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Associate, Client Service II to join our Wealth Management team. The role is located in 201 Washington Street, Boston, MA and is eligible for flexible work arrangement. In this role, you'll make an impact in the following ways: Support Office of Chief Fiduciary (OCF) with the following Updates to and execution of Fiduciary policies and procedures Maintenance of Fiduciary SharePoint site and materials for publication Preparing materials for Fiduciary Roundtable, Wise Calls and other training forums EFiduciary implementation and maintenance Reporting for Fiduciary practice Assist with special projects in connection with national Wealth Management Select business To be successful in this role, we're seeking the following: The ability to multitask and prioritize Knowledge in Microsoft Office At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company Human Rights Campaign Foundation, 100% score Corporate Equality Index CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $48,400 and $84,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/17/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Associate, Client Service II to join our Wealth Management team. The role is located in 201 Washington Street, Boston, MA and is eligible for flexible work arrangement. In this role, you'll make an impact in the following ways: Support Office of Chief Fiduciary (OCF) with the following Updates to and execution of Fiduciary policies and procedures Maintenance of Fiduciary SharePoint site and materials for publication Preparing materials for Fiduciary Roundtable, Wise Calls and other training forums EFiduciary implementation and maintenance Reporting for Fiduciary practice Assist with special projects in connection with national Wealth Management Select business To be successful in this role, we're seeking the following: The ability to multitask and prioritize Knowledge in Microsoft Office At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company Human Rights Campaign Foundation, 100% score Corporate Equality Index CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $48,400 and $84,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
04/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
Job Summary This position will collaborate with the Executive Director to fully grasp the Foundation s operation as part of succession planning. It is responsible for providing leadership in planning, developing, and implementing comprehensive fundraising programs. This position cultivates, solicits, and stewards complex major gifts and relationships with major donors. Must possess the knowledge and skills related to working with donors regarding estate or legacy gifts and the legalities and appropriateness for donors to achieve their philanthropic aspirations. This often includes working with financial planners, estate attorneys, and accountants to design a philanthropic gift plan that provides tax benefit and fulfills the desires of the donor. Responsible for prospect identification, interpretation of often complex prospect research to ensure maximized saturation of the target market, cultivation of prospective donors with substantial capacity, strategic relationship management and fundraising activities. This position reports to the Executive Director, Institutional Advancement & College Foundation. Essential Job Functions Work closely with the Executive Director to develop a thorough understanding of all facets of the office of Institutional Advancement and the College Foundation. Acts as department lead in absence of Executive Director. Maintain a portfolio of 100-120 existing donors. Grow this portfolio through increased donor engagement as well as expanded new prospect development. Responsible for prospect identification, research, cultivation, and stewardship of donors. Assume responsibility of the advancement services area: database, audit, scholarship administration with guidance from the Executive Director. Provides leadership in optimizing the use of and overseeing technology systems (Raiser s Edge, NextGen, ResearchPoint, etc.). Ensures all internal controls and audit standards are met to receive exemplary audit results. Serve as staff lead on major and planned giving programs. Direct the ongoing success of the Charitable Gift Annuities Program. Develop strategies, work with Executive Director on matters related to strategies/implementation for Foundations. Provide support for all alumni and annual giving functions. Provide general support and participate in Foundation events focusing on strategic activities with donors to be embedded into each event. Responsible for developing a personal portfolio of leadership annual givers (President s Society). All of the above in collaboration with the Director of Annual Giving. Oversee implementation and strategic evaluation of use of donor database. Extrapolate donor data to include wealth screenings in plans for donor relationship building. Assist the Executive Director in developing budget and strategic fundraising goals. Engage in collaboration across all internal constituencies to gain a rich understanding of the decision-making process for funding requests. Under the direction and support of the Executive Director, participate on all Board Committees. Lead the Planned Giving Advisory Council. Offer insights and recommendations related to the addition of new Board Members. Assist the Executive Director with the development of business-related policies and guidelines. Assists in implementing approved actions items. Attends various organizational meetings and serves on assigned committees. Perform other duties as assigned. Minimum Requirements to Perform Work Bachelor s degree. At least seven years of relevant experience to include fiscal and investment management, staff supervision, and complex project management. Personal knowledge of community college environment and Carroll County a plus. Superior communications skills and high degree of initiative and creativity. Ability to interact effectively with Board members, CEOs, corporate officials and volunteers, community members, and College staff. Knowledge of state, federal, and IRS laws and regulations related to giving and donations. Demonstrated knowledge of endowment and investment management, balance sheet and cash flow. Demonstrate ability to maintain strict confidentiality Proficiency in Microsoft Office Suite/Teams/database experience Available to work some evenings or weekends. Preferred: Master s Degree CFRE (Certified Fund Raising Executive) Prior supervisory experience in a non-profit environment Database experience in Raiser s Edge or comparable Supplemental Information This position will be placed on the College 12-month Exempt Staff salary scale at grade 110. Actual salary placement based on qualifications and experience. Position includes an excellent fringe benefit package. PHYSICAL DEMANDS: The work is normally light work which requires exerting up to ten pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Additionally, the following physical abilities are required: Hear/talk/communicate Must be able to exchange information and communicate Visual Acuity/ability to perceive or detect surroundings Mental acuity Able to focus, concentrate, understand, and convey subject matter Repetitive motion (i.e., keyboarding) Stand/sit/walk/able to move or traverse from one area to another WORK ENVIRONMENT: College campus, direct contact with diverse students, staff, faculty and the general public in classrooms, common areas, offices, and campus environments. Work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as office, meeting, and training rooms. Use of safe workplace practices with office equipment; computers for data entry and word processing with some highly technical applications and new technology systems; acquiring funds; avoidance of trips and falls; observance of fire and building safety regulations; observance of College policies; and observance of traffic laws when driving College vehicles. Carroll Community College has the right to revise this position description at any time, and this position description does not represent in any way a contract of employment. TO QUALIFY FOR EMPLOYMENT, SELECTED CANDIDATES MUST: successfully complete a criminal background check (for designated positions) be able to work on campus as of the first day of employment be a resident of DE, MD, PA, VA, WV or DC as of the first day of employment be currently authorized to work in the US, as the College does not offer Visa sponsorships Carroll Community College is committed to creating a diverse, equitable and inclusive environment. Carroll Community College is committed to Equal Opportunity Employment.
04/17/2024
Full time
Job Summary This position will collaborate with the Executive Director to fully grasp the Foundation s operation as part of succession planning. It is responsible for providing leadership in planning, developing, and implementing comprehensive fundraising programs. This position cultivates, solicits, and stewards complex major gifts and relationships with major donors. Must possess the knowledge and skills related to working with donors regarding estate or legacy gifts and the legalities and appropriateness for donors to achieve their philanthropic aspirations. This often includes working with financial planners, estate attorneys, and accountants to design a philanthropic gift plan that provides tax benefit and fulfills the desires of the donor. Responsible for prospect identification, interpretation of often complex prospect research to ensure maximized saturation of the target market, cultivation of prospective donors with substantial capacity, strategic relationship management and fundraising activities. This position reports to the Executive Director, Institutional Advancement & College Foundation. Essential Job Functions Work closely with the Executive Director to develop a thorough understanding of all facets of the office of Institutional Advancement and the College Foundation. Acts as department lead in absence of Executive Director. Maintain a portfolio of 100-120 existing donors. Grow this portfolio through increased donor engagement as well as expanded new prospect development. Responsible for prospect identification, research, cultivation, and stewardship of donors. Assume responsibility of the advancement services area: database, audit, scholarship administration with guidance from the Executive Director. Provides leadership in optimizing the use of and overseeing technology systems (Raiser s Edge, NextGen, ResearchPoint, etc.). Ensures all internal controls and audit standards are met to receive exemplary audit results. Serve as staff lead on major and planned giving programs. Direct the ongoing success of the Charitable Gift Annuities Program. Develop strategies, work with Executive Director on matters related to strategies/implementation for Foundations. Provide support for all alumni and annual giving functions. Provide general support and participate in Foundation events focusing on strategic activities with donors to be embedded into each event. Responsible for developing a personal portfolio of leadership annual givers (President s Society). All of the above in collaboration with the Director of Annual Giving. Oversee implementation and strategic evaluation of use of donor database. Extrapolate donor data to include wealth screenings in plans for donor relationship building. Assist the Executive Director in developing budget and strategic fundraising goals. Engage in collaboration across all internal constituencies to gain a rich understanding of the decision-making process for funding requests. Under the direction and support of the Executive Director, participate on all Board Committees. Lead the Planned Giving Advisory Council. Offer insights and recommendations related to the addition of new Board Members. Assist the Executive Director with the development of business-related policies and guidelines. Assists in implementing approved actions items. Attends various organizational meetings and serves on assigned committees. Perform other duties as assigned. Minimum Requirements to Perform Work Bachelor s degree. At least seven years of relevant experience to include fiscal and investment management, staff supervision, and complex project management. Personal knowledge of community college environment and Carroll County a plus. Superior communications skills and high degree of initiative and creativity. Ability to interact effectively with Board members, CEOs, corporate officials and volunteers, community members, and College staff. Knowledge of state, federal, and IRS laws and regulations related to giving and donations. Demonstrated knowledge of endowment and investment management, balance sheet and cash flow. Demonstrate ability to maintain strict confidentiality Proficiency in Microsoft Office Suite/Teams/database experience Available to work some evenings or weekends. Preferred: Master s Degree CFRE (Certified Fund Raising Executive) Prior supervisory experience in a non-profit environment Database experience in Raiser s Edge or comparable Supplemental Information This position will be placed on the College 12-month Exempt Staff salary scale at grade 110. Actual salary placement based on qualifications and experience. Position includes an excellent fringe benefit package. PHYSICAL DEMANDS: The work is normally light work which requires exerting up to ten pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Additionally, the following physical abilities are required: Hear/talk/communicate Must be able to exchange information and communicate Visual Acuity/ability to perceive or detect surroundings Mental acuity Able to focus, concentrate, understand, and convey subject matter Repetitive motion (i.e., keyboarding) Stand/sit/walk/able to move or traverse from one area to another WORK ENVIRONMENT: College campus, direct contact with diverse students, staff, faculty and the general public in classrooms, common areas, offices, and campus environments. Work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as office, meeting, and training rooms. Use of safe workplace practices with office equipment; computers for data entry and word processing with some highly technical applications and new technology systems; acquiring funds; avoidance of trips and falls; observance of fire and building safety regulations; observance of College policies; and observance of traffic laws when driving College vehicles. Carroll Community College has the right to revise this position description at any time, and this position description does not represent in any way a contract of employment. TO QUALIFY FOR EMPLOYMENT, SELECTED CANDIDATES MUST: successfully complete a criminal background check (for designated positions) be able to work on campus as of the first day of employment be a resident of DE, MD, PA, VA, WV or DC as of the first day of employment be currently authorized to work in the US, as the College does not offer Visa sponsorships Carroll Community College is committed to creating a diverse, equitable and inclusive environment. Carroll Community College is committed to Equal Opportunity Employment.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
04/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
04/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
04/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partner with multiple areas in the Trust Company and firm to achieve business objectives Develop, coach and lead associates with various professional and industry certifications Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Manage service activities related to account administration What Experience You Need: Bachelor's degree required Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others Significant leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required. Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situations At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
04/16/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partner with multiple areas in the Trust Company and firm to achieve business objectives Develop, coach and lead associates with various professional and industry certifications Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Manage service activities related to account administration What Experience You Need: Bachelor's degree required Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others Significant leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required. Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situations At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partner with multiple areas in the Trust Company and firm to achieve business objectives Develop, coach and lead associates with various professional and industry certifications Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Manage service activities related to account administration What Experience You Need: Bachelor's degree required Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others Significant leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required. Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situations At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
04/16/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partner with multiple areas in the Trust Company and firm to achieve business objectives Develop, coach and lead associates with various professional and industry certifications Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Manage service activities related to account administration What Experience You Need: Bachelor's degree required Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others Significant leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required. Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situations At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partner with multiple areas in the Trust Company and firm to achieve business objectives Develop, coach and lead associates with various professional and industry certifications Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Manage service activities related to account administration What Experience You Need: Bachelor's degree required Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others Significant leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required. Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situations At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
04/16/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partner with multiple areas in the Trust Company and firm to achieve business objectives Develop, coach and lead associates with various professional and industry certifications Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Manage service activities related to account administration What Experience You Need: Bachelor's degree required Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others Significant leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required. Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situations At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partner with multiple areas in the Trust Company and firm to achieve business objectives Develop, coach and lead associates with various professional and industry certifications Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Manage service activities related to account administration What Experience You Need: Bachelor's degree required Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others Significant leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required. Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situations At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
04/16/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partner with multiple areas in the Trust Company and firm to achieve business objectives Develop, coach and lead associates with various professional and industry certifications Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Manage service activities related to account administration What Experience You Need: Bachelor's degree required Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others Significant leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required. Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situations At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
04/16/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
04/16/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
04/16/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
04/16/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
Tax Accountant - CPA Base Salary + Bonus Structure Newark, DE Full-Time - On-Site Our Financial Services client in the Newark area is rapidly growing and looking to add a qualified Public Tax Accountant to their team! This is a unique opportunity for the ideal candidate to bring an entrepreneurial spirit and an excitement to work with leadership in delivering expanded services to existing and new clients! This position offers the opportunity for an Associate to develop, implement and monitor a client's individual tax return. Success in this role is based on the ability to serve the current client base while adding new clients and contributing the overall growth of the company. Characteristics of an Accountant Candidate Bachelor of Accounting Degree Detail & Task Oriented Demonstrate success working in a team environment Have excellent communication skills Self-Starter and quick to learn Enrolled or be willing to enroll in CPA program Key Responsibilities Prepare Simple Individual Tax Returns Responsible for building a new client base while maintaining existing clients Develop bookkeeping responsibilities for internal Business Owner Clients Daily meeting with Advisors to help serve their clients Weekly meetings with Financial Planning Resource Center to help serve as a resource to their clients Monthly meetings with Management Compensation & Benefits Salary + Bonus Program Health Insurance, Vision Insurance, Life Insurance, Disability Insurance, 401k / Profit Sharing Program
04/16/2024
Full time
Tax Accountant - CPA Base Salary + Bonus Structure Newark, DE Full-Time - On-Site Our Financial Services client in the Newark area is rapidly growing and looking to add a qualified Public Tax Accountant to their team! This is a unique opportunity for the ideal candidate to bring an entrepreneurial spirit and an excitement to work with leadership in delivering expanded services to existing and new clients! This position offers the opportunity for an Associate to develop, implement and monitor a client's individual tax return. Success in this role is based on the ability to serve the current client base while adding new clients and contributing the overall growth of the company. Characteristics of an Accountant Candidate Bachelor of Accounting Degree Detail & Task Oriented Demonstrate success working in a team environment Have excellent communication skills Self-Starter and quick to learn Enrolled or be willing to enroll in CPA program Key Responsibilities Prepare Simple Individual Tax Returns Responsible for building a new client base while maintaining existing clients Develop bookkeeping responsibilities for internal Business Owner Clients Daily meeting with Advisors to help serve their clients Weekly meetings with Financial Planning Resource Center to help serve as a resource to their clients Monthly meetings with Management Compensation & Benefits Salary + Bonus Program Health Insurance, Vision Insurance, Life Insurance, Disability Insurance, 401k / Profit Sharing Program
A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients' complex accounting and financial reporting challenges, as well as their broader business issues. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Teamwork is an essential component of our group. As an associate, you will be constantly working as part of a broader team of all levels. This requires a consistent dedication to the quality of work, the ability to proactively seek guidance and feedback, taking ownership and leading, and contributing to a positive work environment. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 2 year(s) Certification(s) Required : Before starting with PwC full-time, must meet all educational requirements to be eligible for the primary credential license appropriate for relevant practice area, such as having 150 credit hours for the CPA license in the state in which your office will be located or the educational requirements to license for other relevant credentials, for example the Certified Financial Analyst (CFA) or Project Management Professional (PMP). Preferred Qualifications : Preferred Fields of Study : Accounting, Accounting & Finance, Finance, Engineering and Business, Real Estate Additional Educational Preferences : A Juris Doctorate, PhD, MBA or a Master degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics may also be considered. Certification(s) Preferred : A credential must be obtained prior to being promoted to Manager: CPA or CFA preferred. Preferred Knowledge/Skills : Demonstrates thorough abilities and/or a proven record of success in financial issues, capital markets and product life cycle; knowledge which will be enhanced by working on various client engagements and assignments related to complex financial issuing, investing in or trading financial instruments. Candidates who have experience working with financial products that use LIBOR as a reference rate are desired. Demonstrates thorough abilities and/or a proven record of success in financial products and issues that both issuers and investors face as markets evolve over time including the following areas: Applying accounting, tax and regulatory standards to complex financial instruments; Assisting clients with their understanding of complex financial structures prior to the issuance of securitizations and assisting related parties, underwriters, attorneys, etc.; Performing valuation analysis of financial instruments and structured products; Assessing the reasonableness of valuations and financial models prepared by others; and, Creating independent financial models to project collateral and bond cash-flows for various debt types and related securitizations, including asset backed securities, mortgage backed securities, and collateralized loan obligations. Demonstrates thorough abilities and/or a proven record of success in problem-solving skills and the ability to prioritize and manage multiple tasks, including the following areas: Researching and analyzing clients, industry, and financial matters, while demonstrating technical and analytical skills; Utilizing industry software, e.g. INTEX, TREPP, Bloomberg, CapIQ, or, advanced Excel modeling; Applying accounting treatments of financial products and securitizations held by financial institutions, including familiarity with regulatory requirements related to securitization; and, Communicating effectively, both written and verbally, within a professional services business environment. Demonstrates thorough abilities and/or a proven record of success as a team leader: Participating in client discussions and meetings; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Being agile in a changing environment while managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues. Demonstrates thorough abilities and/or a proven record of success in automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and utilizing digitization tools to reduce hours and optimize engagements. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/15/2024
Full time
A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients' complex accounting and financial reporting challenges, as well as their broader business issues. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Teamwork is an essential component of our group. As an associate, you will be constantly working as part of a broader team of all levels. This requires a consistent dedication to the quality of work, the ability to proactively seek guidance and feedback, taking ownership and leading, and contributing to a positive work environment. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 2 year(s) Certification(s) Required : Before starting with PwC full-time, must meet all educational requirements to be eligible for the primary credential license appropriate for relevant practice area, such as having 150 credit hours for the CPA license in the state in which your office will be located or the educational requirements to license for other relevant credentials, for example the Certified Financial Analyst (CFA) or Project Management Professional (PMP). Preferred Qualifications : Preferred Fields of Study : Accounting, Accounting & Finance, Finance, Engineering and Business, Real Estate Additional Educational Preferences : A Juris Doctorate, PhD, MBA or a Master degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics may also be considered. Certification(s) Preferred : A credential must be obtained prior to being promoted to Manager: CPA or CFA preferred. Preferred Knowledge/Skills : Demonstrates thorough abilities and/or a proven record of success in financial issues, capital markets and product life cycle; knowledge which will be enhanced by working on various client engagements and assignments related to complex financial issuing, investing in or trading financial instruments. Candidates who have experience working with financial products that use LIBOR as a reference rate are desired. Demonstrates thorough abilities and/or a proven record of success in financial products and issues that both issuers and investors face as markets evolve over time including the following areas: Applying accounting, tax and regulatory standards to complex financial instruments; Assisting clients with their understanding of complex financial structures prior to the issuance of securitizations and assisting related parties, underwriters, attorneys, etc.; Performing valuation analysis of financial instruments and structured products; Assessing the reasonableness of valuations and financial models prepared by others; and, Creating independent financial models to project collateral and bond cash-flows for various debt types and related securitizations, including asset backed securities, mortgage backed securities, and collateralized loan obligations. Demonstrates thorough abilities and/or a proven record of success in problem-solving skills and the ability to prioritize and manage multiple tasks, including the following areas: Researching and analyzing clients, industry, and financial matters, while demonstrating technical and analytical skills; Utilizing industry software, e.g. INTEX, TREPP, Bloomberg, CapIQ, or, advanced Excel modeling; Applying accounting treatments of financial products and securitizations held by financial institutions, including familiarity with regulatory requirements related to securitization; and, Communicating effectively, both written and verbally, within a professional services business environment. Demonstrates thorough abilities and/or a proven record of success as a team leader: Participating in client discussions and meetings; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Being agile in a changing environment while managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues. Demonstrates thorough abilities and/or a proven record of success in automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and utilizing digitization tools to reduce hours and optimize engagements. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 2 year(s) Preferred Qualifications : Degree Preferred : Master Degree Preferred Fields of Study : Accounting, Taxation Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA or Active Member of the Bar. Preferred Knowledge/Skills : Demonstrates a thorough level of xperience in any of the following areas: partnership tax compliance, public accounting practices, production of tax returns and their supporting work papers for the financial services industry, audit defense, and tax consulting. Demonstrates thorough level knowledge with the following: preparation of partnership tax forms, including K-1s, FAS 109, FIN 48, tax controversy and tax structuring. Experience identifying and addressing client needs, building solid relationships with clients, developing an awareness of firm services, communicating with clients in an organized and knowledgeable manner, delivering clear requests for information, demonstrating flexibility in prioritizing and completing tasks, and communicating potential conflicts to a supervisor. Background as a team member, understanding personal and team roles, contributing to a positive working environment by building solid relationships with team members, proactively seeking guidance, clarification, and feedback, and providing guidance, clarification, and feedback to less-experienced staff. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/15/2024
Full time
A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 2 year(s) Preferred Qualifications : Degree Preferred : Master Degree Preferred Fields of Study : Accounting, Taxation Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA or Active Member of the Bar. Preferred Knowledge/Skills : Demonstrates a thorough level of xperience in any of the following areas: partnership tax compliance, public accounting practices, production of tax returns and their supporting work papers for the financial services industry, audit defense, and tax consulting. Demonstrates thorough level knowledge with the following: preparation of partnership tax forms, including K-1s, FAS 109, FIN 48, tax controversy and tax structuring. Experience identifying and addressing client needs, building solid relationships with clients, developing an awareness of firm services, communicating with clients in an organized and knowledgeable manner, delivering clear requests for information, demonstrating flexibility in prioritizing and completing tasks, and communicating potential conflicts to a supervisor. Background as a team member, understanding personal and team roles, contributing to a positive working environment by building solid relationships with team members, proactively seeking guidance, clarification, and feedback, and providing guidance, clarification, and feedback to less-experienced staff. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/15/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.