Jobs in Solon Iowa Remote

• 
  
• Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  
• Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  
• Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  
• Markets the firm and develops its reputation with referral sources and the community.
  
• Attracts new clients to the firm.
  
• Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
  
• Supervises the work of other advisors and administrative support.
  
• Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  
• Develops and maintains internal and external Center of Influence (COI) relationships.
  

• 
  
• Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
  
• Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  
• Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  
• Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  
• Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  
• Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  
• Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  
• Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  
• Researches new investment products and vendors.
  
• Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  
• Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  
• Advises clients on appropriate financial products in the context of their plans.
  

• 
  
• Wealth Analysts and Financial Advisors, if applicable.
  

• 
  
• Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics
  
• Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  
• Holds appropriate advisory licenses as required by the SEC and state agencies
  
• Completion of CFP program and examination
  
• Brings a minimum of five years and a median of seventeen years of experience in the role
  
• PC, phone system, general office equipment
  
• Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  
• Strong verbal and written communication skills and strong interpersonal skills
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as an employer of choice
  
• Basic knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  
• Strong leadership and delegation skills
  

Benefits:

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

• 
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
• Build trust by following through on requests and ensuring customers feel valued.
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  

• 
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  

• 
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  

• 
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  

• 
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  

• 
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  

• 
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

• 
  
• High school diploma or equivalent required.
  
• 1+ years of cashhandling and customerservice experience required.
  
• Prior banking or retail financialservices experience preferred.
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

• 
  
• Schedule preventative maintenance, routine inspections and replacement of bank equipment and performing minor maintenance on a daily schedule for all locations (e.g., changing light bulbs, setting up tables/chairs for presentations and other company events, paint touch-ups, etc.).
  
• Assist with repair and maintenance on large projects as requested or required.
  
• Diagnose and repair minor issues with mechanical systems, lighting, doors, fixtures, and general building maintenance.
  
• Perform minor landscaping, snow removal, and parking lot upkeep as needed.
  
• Ensure that all physical locations are always presentable; all equipment is working properly; all furniture is presentable; all cubicles are set up appropriate for new hires or for employee moves. Aiding in the transfer of materials for employee moves and assisting in office clean-up for employee terminations when applicable.
  
• Manage furniture inventory to include new purchases and maintenance and/or repair of existing furniture and cubicles.
  
• Coordinate with external vendors and contractors for specialized repairs and services for branch equipment and building related items.
  
• Respond promptly to maintenance requests and communicate with request owners on the status of requests and progress.
  
• Work with management in developing project estimates and monitoring expense on projects as required.
  
• Participate in the creation of emergency action and preparedness plans as well as OSHA policies and procedures.
  
• Hang signage, postings, white boards, art, etc. for all locations.
  
• Monitor vendor contracts and building contracts (e.g., lease agreements to determine work responsibility) and vendor performance to ensure contracted services are being carried out to bank's satisfaction. Perform any activity, whether subject to contract, that is required for the efficient operation or presentation of each location. Document and advise supervisor of deficiencies with vendor performance as necessary.
  
• Handle of building-equipment emergencies on an ongoing basis and serves as the liaison between bank employees and outside contractors called to fix problems.
  
• Work with the IT department with telecommunications system and computer equipment as directed.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

• 
  
• High School Diploma or equivalent.
  
• Minimum 2+ years in a facilities role.
  
• 5+ years in a facilities role is preferred.
  
• Must have reliable transpiration for travel between branches.
  
• Knowledge of state and local building codes and fire codes.
  
• Strong organizational, multi-tasking and prioritizing skills.
  
• Self-motivated and resourceful.
  
• Proficiency with Microsoft Office applications.
  
• Ability to maintain strict confidentiality.
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

BECOME A US FOODS DRIVER!

Ready to build a career with a company thats leading the foodservice industry?

Pay:

• US Foods shuttle drivers start at $31.05 per hour

• **Requires Doubles Endorsement**

Schedule:

• Sunday Thursday

• 5PM Start Times

• Doubles endorsement needed

• 45+ hour weeks

Benefits:

• All benefits are available starting Day 1!

• Medical, dental, vision for the whole family!

• 401K, life insurance coverage and more!

US Foods is one of the largest food distributors with a culture and history of promoting from within, excellent training programs and a continuous improvement focus.

Main Ingredients of the Job

• Safely drive trucks to and from remote dispatch sites

• May be called upon to perform duties of Backhaul or Delivery Driver

• Perform all pre-trip and post-trip equipment inspection

Physical Requirements

• Comfortable driving and working in inclement weather conditions required

What You Bring to the Table

• Register to the FMCSA Clearinghouse*

• Must be at least 21 years of age

• Must have valid CDL Class A issued by the state of legal residence with necessary endorsements and DOT qualifications

• 6 months commercial driving experience? required

• Doubles endorsement required AND minimum 6 months driving with doubles endorsements preferred

• Must be comfortable working overnight

• Ability to operate manual transmission preferred; may be required in specific locations

• Must be able to read and communicate in the English language - able to hold a conversation, to understand highway traffic signs and signals, to respond to official inquiries, and to enter information on reports and records.

Why US Foods

US Foods helps our customers Make It, with products and services that shape the communities where we live and work. Opportunities in our company abound for skilled, forward-thinking associates.

Great drivers are crucial to the US Foods team and one of the important faces of our organization. On and off the road, our drivers strive for integrity and reliability, while building trusting relationships with customers.

At the foundation of those efforts are our cultural beliefs, the pillars that define our work ethic, collaborative spirit and service. Together we help our customers make it, but we also believe in helping our drivers make it!

At US Foods, we are committed to Total Rewards that respect and reward our associates for their dedication and hard work.

*Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Drivers are required to the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial drivers license (CDL) and commercial learners permit (CLP) holders drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit and click GO to login. If you are able to login, but are having trouble with the Clearinghouse registration, see the Clearinghouse Help field on the clearinghouse page.

Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected base rate for this role is between $31.05 and $32.10

As applicable this role will also receive overtime compensation and retention bonus.

Benefits for this role include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here:

SUMMARY: Responsible for promoting the sale of company masonry and landscape products through counter sales and phone orders. Assist with directing the yard crew to coordinate shipping and handling of sold products.

ESSENTIAL DUTIES AND RESPONSIBILITIES: include but are not limited to the following responsibilities. Other duties may be assigned as needed.

• Promotes a culture of Safety.
• Provide customer service to walk in and call-in customers. Effectively communicate and respond to diverse customer environments and needs. Handle customer complaints and problems promptly.
• Coordinate intra-customer transfers and customer deliveries of masonry and landscaping materials.
• Work with prospective and established customers in pricing and securing orders, effectively follow-up to assure that orders are fulfilled on time to ensure customer satisfaction.
• Monitor inventory levels and communicate with Location Manager.
• Assist in maintaining clean and orderly product storage display areas.
• Develop appropriate product knowledge of masonry and landscape products offered by the company.
• Promote and sell related products as they are introduced.
• Participate in regional seminars and company workshops.
• Maintain current information on the activities and products of competitors as well as maintain current market share/competitive products information.
• During construction season, some Saturday hours are required as well as some additional hours for industry shows or seminars.

SUPERVISORY RESPONSIBILITIES: None

QUALIFICATIONS REQUIRED

Education, experience, and skills:

• Some education beyond high school and/or related experience preferred.
• Must possess excellent oral and written communication skills.
• Self-motivated, able to work without direct supervision; adapt easily to diverse customer base.
• Requires sound decision making and good math skills.
• Basic operation knowledge of computers, calculators, and audio/visual equipment. Industry specific software experience is a plus.

Physical, mental, and environmental requirements: May need to occasionally lift landscape products ranging in 30 to 70lbs in weight. Requires good vision and visual perspective including colors and shapes. Also requires walking, standing, reaching, climbing, pushing, pulling, and grasping physical activities.  Position involves some exposure to seasonal Midwest weather conditions.

• Predictable, W-2 compensation and benefits
• Flexible scheduling, control over their schedule, session structure, and patient population
• Minimal administrative burden in a fully remote, outpatient model

• 100% remote, outpatient psychiatry
• Lower to moderate acuity populations (ex. anxiety, depression, ADHD, mood disorders, OCD, PTSD)
• Patient population across the lifespan: children & adolescents (treated by board-certified Child & Adolescent Psychiatrists only), adults, and geriatric patients
• Standard session lengths (60-minute intakes, 30-minute follow ups)
• No inpatient, intensive outpatient programs (IOP), partial hospitalization care or crisis coverage
• In-house referral network to therapists
• Full operational support including scheduling, billing, intake coordination, and licensing

• Control over schedule and weekly availability
• Session length within established clinical standards
• Patient population, balanced to individual criteria and preferences
• Clinical decision-making without pressure to shorten visits or increase volume
  

• Employer-paid health, dental, vision insurance (up to 100% of premiums)
• Malpractice coverage (occurrence-based, 100% employer-paid)
• 401(k) match with employer match and Day 1 vesting
• Paid time off (PTO), paid sick time and 11 paid holidays
• Paid parental leave and long-term retention benefits (ex. 4-week paid sabbatical after 5 years)
• CME reimbursement and dedicated CME days
• Licensing support with upfront coverage of costs
• Technology package provided

• Board-certified or board-eligible psychiatrists (MD/DO)
• Active, unrestricted medical license (multi-state licensing support available)
• Interest in outpatient, 100% telepsychiatry-based care
• Comfort with learning streamlined clinical technology
• Strong clinical judgement, communication skills and collaborative mindset

• Predictable, W-2 compensation and benefits
• Flexible scheduling, control over their schedule, session structure, and patient population
• Minimal administrative burden in a fully remote, outpatient model

• 100% remote, outpatient psychiatry
• Lower to moderate acuity populations (ex. anxiety, depression, ADHD, mood disorders, OCD, PTSD)
• Patient population across the lifespan: children & adolescents (treated by board-certified Child & Adolescent Psychiatrists only), adults, and geriatric patients
• Standard session lengths (60-minute intakes, 30-minute follow ups)
• No inpatient, intensive outpatient programs (IOP), partial hospitalization care or crisis coverage
• In-house referral network to therapists
• Full operational support including scheduling, billing, intake coordination, and licensing

• Control over schedule and weekly availability
• Session length within established clinical standards
• Patient population, balanced to individual criteria and preferences
• Clinical decision-making without pressure to shorten visits or increase volume
  

• Employer-paid health, dental, vision insurance (up to 100% of premiums)
• Malpractice coverage (occurrence-based, 100% employer-paid)
• 401(k) match with employer match and Day 1 vesting
• Paid time off (PTO), paid sick time and 11 paid holidays
• Paid parental leave and long-term retention benefits (ex. 4-week paid sabbatical after 5 years)
• CME reimbursement and dedicated CME days
• Licensing support with upfront coverage of costs
• Technology package provided

• Board-certified or board-eligible psychiatrists (MD/DO)
• Active, unrestricted medical license (multi-state licensing support available)
• Interest in outpatient, 100% telepsychiatry-based care
• Comfort with learning streamlined clinical technology
• Strong clinical judgement, communication skills and collaborative mindset