Jvt Advisors Jobs in Usa

741 positions found — Page 3

Advisor Relationship Manager
Salary not disclosed
Fairport, NY 5 days ago

Summary

As an Advisor Relationship Manager, you will work largely independently and will serve as a point of contact within the Asset Management Client Services Team for the Intermediary Distribution Group (IDG). You will work in tandem with the appropriate internal and external Advisor Consultant Teams and be responsible for high-level financial advisor communications, relationship building, and monitoring across all product lines. You will report to the Director of Asset Management Services.


Responsibilities

  • Responsible for providing superior service to our third-party advisors as well as and to end clients when appropriate
  • Develop a strong understanding of all service offerings and investment products available to third-party advisors
  • Initiate new account documents, cancellations, investment objective changes, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas
  • Coordinate with internal business units and service providers to ensure third-party advisor and client requests are fulfilled timely and accurately
  • Provide critical review of incoming correspondence (i.e., trading directives and actionable items)
  • Research and resolve problems or issues
  • Facilitate information exchange between internal departments and external parties regarding changes/updates
  • Promote collaborative, comprehensive, and coordinated client communication across all product lines to ensure positive client experience
  • Assist in the training of new team members on practices and procedures
  • Act as a backup for team coverage
  • Additional initiatives and projects as assigned


Qualifications

  • Bachelor’s degree with an emphasis in finance, business, economics, or pre-law preferred
  • Minimum 3 years financial services industry experience
  • Working knowledge of broker dealer and RIA operations preferred
  • Excellent written and verbal communication skills
  • Ability to work in a fast-paced customer service environment with high attention to detail


Perks

  • Health, dental & vision insurance
  • Employer HSA contribution
  • Opt out credit
  • 401k employer match
  • Paid volunteer days
  • Gym reimbursement


Compensation: $63-68k expected base salary

Not Specified
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Master Automotive Technician (8yrs Min Exp Required)
✦ New
From $40 an hour
Fargo, ND 6 hours ago
Requirements

* 8 year Min Exp
* Valid Drivers License

Recommended

* 12 plus years
* Great Attitude
* Team Driven

Employee Benefits

* 5 Day work week (Monday through Friday! We are closed weekends!!!)
* Sign on Bonus (up to $5,000)
* 6 Paid Holidays
* Paid Time Off
* 50% Employer Paid Health Insurance
* Dental, Vision and Short Term Disability Insurance Available
* 100% Employer Paid Long Term Disability and Life Insurance
* 401(k) Match
* Company Paid Training
* Service Advisors who can sell your work!
* A team that wants to help you succeed!
* Family owned!

We do things a little differently at our shop and want someone who is open to learning processes that have proven to create an environment that is free from chaos and drama. Our people and processes have earned us 4.8/4.9 Google star rating with over 3,000 FIVE STAR reviews!

We know what it's like to feel unappreciated as a great technician. We know how it feels to not have your voice heard and to work with broken or no shop tools. We strive to always show appreciation and be the place EVERYONE wants to work at.

Fix It Forward Auto Care keeps growing and we are looking for an experienced full-time automotive technician. We are looking for someone who works well in a fast-paced team atmosphere. Someone who wants to work with others that are at the same professional level as themselves and that can provide high quality repairs on vehicles.

We focus on quality work, amazing customer service, and utilizing technology to exceed customers' expectations. We also enable our non-profit side to be successful, Fix It Forward Ministry, in making a huge impact in our community (over 650 cars given away and over 1,300 cars repaired). If you want to be a part of improving people's lives in our community like no other shop around, come talk to us!

We fully understand that the person we are looking for likely already has a job. If you are reading this and you do not feel like you are respected, treated fairly, or cared about at your current job, we would love to talk.

Respond to this ad with your resume.

in Fargo, Moorhead, and West Fargo Locations!

Job Type: Full-time

Pay: $80,000.00 - $150,000.00 per year

Education benefits:

* Employee discount
* Paid training

Schedule:

* No weekends!
* 8 hour shift
* Monday to Friday

Work Location: In person

Job Type: Full-time

Pay: From $40.00 per hour

Expected hours: No less than 40 per week

Benefits:
* 401(k)
* Employee discount
* Health insurance
* On-the-job training
* Paid training

People with a criminal record are encouraged to apply

Experience:
* Automotive repair: 5 years (Required)
* Automotive diagnostics: 5 years (Required)

License/Certification:
* Driver's License (Required)

Ability to Relocate:
* Fargo, ND 58104: Relocate before starting work (Required)

Work Location: In person
permanent
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Tax Accounting Manager and Controller
🏢 RCM
Salary not disclosed
Houston, Texas 3 days ago
Job Description

Job Description

RESONSIBILITIES:
Working directly with the CEO/Founder, the duties are as follows:
-Perform all financial and accounting activities, including financial statement preparation, forecasting, budgeting, bank statement reconciliation, Payroll, Accounts Payable, Accounts Receivable and Treasury.
- Assist in maintaining accounting ledgers; preparing cash transaction entries for general ledger; posting and reviewing journals; monitoring investment fees; updating dividends; reconciling accounts by comparing and adjusting transactions.
- Assist in maintaining special market accounts by ensuring compliance with procedures for safekeeping, maintenance, and control of special market collateral; executing and maintaining investment accounts; maintaining records and control of investment accounts; completing accounting functions. Verify accounting transactions and reports by reviewing and controlling accounting activities, including generally accepted accounting practices changes to investment accounting practices.
- Complete investment reports for tax return preparation by completing required information.
- Represent the Company in protesting property tax appraisal values.
- Prepare federal, state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments. Maintain compliance with regulations by forwarding required information to federal, state, and local authorities.
- Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules.
- Recommend tax strategies by researching federal, state, and local taxation issues.
- Ascertaining the Company remains current on all tax matters, including proactive in planning on a proactive basis.
- Attending weekly and month-end meetings with the Management Team to review results/projects et al, and discuss strategies, develop action plans and assess actions, results et al.
- Managing tax research projects to achieve accurate and efficient results as a key Company resource.
- Maintaining/modeling monthly, quarterly and yearly projections for the various taxable entities and keeping such up to date.
- Acting as a resource for tax advisor(s) on specific tax issues and questions; Communicating to the appropriate personnel important tax and tax developments affecting the Company.
- Maintaining knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Assuming responsibility for smooth flow of tax information to/from the tax advisors to ensure accurate, complete and timely preparation and delivery of all Company tax returns.
- Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
- Preparing other reports and projects as requested from time to time by the Company, outside tax partner and performing other duties as may be assigned.
QUALIFICATIONS:
- CPA with Oil & Gas E&P Tax Compliance, and Combination of Industry/Big Four Et Al Tax Experience, including Controller Experience with Oil & Gas E&P Accounting
- Experience in U.S. Taxation of Citizens, Trusts & Commercial Entities
- Financial Planning, Strategy & Diagnosis Experience
- Tax Experience In Corporate or Accounting Firm
- Experience in Oil and Gas Accounting and Investment Accounting
- Software Proficiency - MS Dynamics, Quorum, CGI, OGsys, Lacerte, Microsoft Office Proficiency - Excel in particular, with macros et al
- Financial Planning, Strategy & Diagnosis Experience
COMPENSATION & BENEFITS:
- BONUS AWARDS: Up to 30%, Paid annually
- Company subsidized PPO, HSA and FSA (100% for Employee)
- PTO - Unique flexibility with unlimited Company-paid vacation in addition to customary US Holidays subject to the Company's Team coordination, and individual job performance.
- Reimbursement of all necessary and approved CPA Et Al and CPE expenses
- Free Covered Parking Company Description
Private Equity firm 10+ entities currently, with a focus on oil & gas E&P and commercial real estate industry investments.
- The Company has 8 employees, most of which reside in HQ: the CEO/Founder, EVP-Geology, EVP-Operations, Landman, Geophysicist, Controller, an Oil & Gas Property Manager and a Field Operations Manager who attend to special and unique projects/areas of the CEO/Founder's various businesses, including oil & gas interests in addition to real estate and private equity investment interests, both domestically (mostly) and internationally.

- Investment holding and management entities (LLC), investment vehicles (LP, LLP, LLLP), operating Interests (S-CORP and LLC), Trusts, 10 Information Returns, multiple K-1s, nonprofit 501(c)3 corporations, along with oil & gas tax planning (IDC et al); prepared in-house, and tax strategies are sought currently through an external advisor as noted below.

- With the growing complexity of businesses, and the need for in-house tax expertise, the Company is looking for a professional with a solid tax background who is hands on (for complex modeling et al) to work with various entities (C-CORP, S-CORP, LLP, LLC et al), including limited partnerships, foundations, & trusts and who has (1) excellent hands on detail skills (2) confidence and competence, and (3) FLEXIBILITY (task specs change at times).

Company Description

Private Equity firm 10+ entities currently, with a focus on oil & gas E&P and commercial real estate industry investments.\r
- The Company has 8 employees, most of which reside in HQ: the CEO/Founder, EVP-Geology, EVP-Operations, Landman, Geophysicist, Controller, an Oil & Gas Property Manager and a Field Operations Manager who attend to special and unique projects/areas of the CEO/Founder's various businesses, including oil & gas interests in addition to real estate and private equity investment interests, both domestically (mostly) and internationally.\r
\r
- Investment holding and management entities (LLC), investment vehicles (LP, LLP, LLLP), operating Interests (S-CORP and LLC), Trusts, 10 Information Returns, multiple K-1s, nonprofit 501(c)3 corporations, along with oil & gas tax planning (IDC et al); prepared in-house, and tax strategies are sought currently through an external advisor as noted below.\r
\r
- With the growing complexity of businesses, and the need for in-house tax expertise, the Company is looking for a professional with a solid tax background who is hands on (for complex modeling et al) to work with various entities (C-CORP, S-CORP, LLP, LLC et al), including limited partnerships, foundations, & trusts and who has (1) excellent hands on detail skills (2) confidence and competence, and (3) FLEXIBILITY (task specs change at times).
Not Specified
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Auto Technician
Salary not disclosed
Rexburg, Idaho 3 days ago
Job Description

Job Description

Automotive Technician - A‐Level or B‐Level
Full-Time | Stable, Growing Company
Position Overview
We are seeking a skilled and motivated A‐Level or B‐Level Automotive Technician to join our team. This full‐time position is ideal for a technician who values stability, professionalism, and long‐term career growth. The ideal candidate is dependable, takes pride in high‐quality workmanship, and works well in a team‐oriented environment.
Key Responsibilities

* Perform accurate diagnostics, repairs, and maintenance on a wide range of vehicles
* Complete flat‐rate or time‐based repair tasks efficiently and professionally
* Use scan tools, diagnostic equipment, and shop resources to identify issues
* Document all work performed and recommended services clearly and accurately
* Follow all safety procedures and maintain a clean, organized work area
* Communicate effectively with service advisors and team members
* Test‐drive vehicles to verify repairs when necessary
* Stay current with automotive technology, tools, and repair techniques
* Assist in maintaining shop equipment and tools
* Provide excellent customer service through quality workmanship and professionalism

Qualifications
A‐Level Technician Requirements

* Advanced diagnostic and electrical troubleshooting skills
* Ability to handle complex repairs with minimal supervision
* Strong understanding of modern vehicle systems (engine, transmission, electrical, HVAC, drivability, etc.)
* 5+ years professional experience preferred
* ASE certifications strongly preferred

B‐Level Technician Requirements

* Solid mechanical repair skills and ability to perform most maintenance and repair tasks
* Basic diagnostic ability and willingness to learn advanced systems
* 2-4 years professional experience preferred
* ASE certifications a plus

General Requirements

* Valid driver's license with clean driving record
* Own a professional set of tools
* Strong work ethic and reliability
* Ability to work in a fast‐paced, team‐focused environment
* Commitment to quality, safety, and customer satisfaction

Work Schedule

* Full‐time, Monday-Friday
* Stable hours with consistent workload

Compensation & Benefits

* Competitive pay based on experience and skill level
* Flat‐rate or hourly structure available
* Paid holidays
* Paid time off
* 401(k) with employer match
* Opportunities for training and advancement
* Long‐term job stability with a reputable company

About Our Company
We are a well‐established, stable auto repair shop committed to honesty, quality, and long‐term customer relationships. Our technicians enjoy a clean, organized work environment, modern equipment, and a supportive team culture. We invest in our employees and believe in building careers—not just filling positions.
Not Specified
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Accounting Manager & Executive Assistant
Salary not disclosed
Early, Texas 3 days ago
Job Description

Job Description

Overview
Accounting Manager & Executive Assistant (QuickBooks Online / E-Commerce)
Company Overview
Rule Supplements and Rule Sheep are fast-growing, founder-led companies operating in e-commerce, wholesale, agriculture, advanced reproductive technologies, and livestock sectors scaling toward $10M+ revenue. Our brands are built on performance, presentation, discipline, and long-term thinking — chess, not checkers.
We're looking for a highly organized, trustworthy, detail-driven professional to take full ownership of our QuickBooks Online accounting systems while also serving as an Executive Assistant to the owner for full office management.
Position Summary
This role combines hands-on accounting leadership with executive support. You will manage daily accounting operations across multiple entities and platforms, ensure clean books, accurate reporting, and smooth integrations — while also supporting the owner with scheduling, coordination, and administrative tasks, vendor supply ordering, purchase orders and tracking logistics.
Core Accounting Responsibilities
QuickBooks Online Ownership

* Own and maintain QuickBooks Online for:
* Rule Supplements
* Rule Sheep
* Chart of accounts setup and maintenance
* Monthly close, reconciliations, and financial accuracy

Integrations & Platforms
Manage and reconcile integrations from:

* Shopify
* Stripe
* MyWorks
* Credit cards & bank feeds
* Troubleshoot sync issues and ensure accurate data flow

Financial Operations

* Accounts payable & receivable
* Ordering and management of Inventory
* Invoicing (wholesale & intercompany)
* Expense categorization and cost tracking
* Payroll coordination thru Quickbooks Online (with CPA/payroll provider)
* Sales tax tracking and support
* Prepare clean monthly financials for CPA:
* P&L
* Balance Sheet
* Cash Flow

Reporting & Insights

* Weekly cash-flow awareness
* Gross margin tracking (products, channels, reps if applicable)
* Support budgeting and forecasting as we scale

Executive Assistant Responsibilities

* Manage owner's calendar, meetings, and priorities
* Coordinate calls, vendor orders, contractors, and advisors
* Organize documents, contracts, and digital files
* Handle follow-ups and task execution
* Act as a gatekeeper and force multiplier for the owner's time

Ideal Candidate Profile
You're likely a great fit if you:

* Have 3+ years of QuickBooks Online experience
* Have worked with e-commerce or multi-entity businesses
* Understand Shopify + Stripe accounting flows
* Are proactive, not reactive
* Can be trusted with sensitive financial and personal information
* Love clean systems, checklists, and accuracy
* Communicate clearly and professionally
* Enjoy working directly with a founder

Required Skills

* Quickbooks Online (advanced)
* E-commerce accounting experience
* Reconciliations & monthly close
* Strong Excel/Microsoft Package/Hubspot Skill
* Excellent organization and time management
* Confidentiality and discretion

Preferred (Nice to Have)

* MyWorks integration experience
* Inventory accounting familiarity
* Agriculture or manufacturing accounting exposure
* Experience supporting an executive/founder
* CPA firm or controller background

Position Details

* Type: Full-time (open to part-time transitioning to full-time)
* Location: Remote or hybrid (flexible for the right person)
* Compensation: Competitive, based on experience
* Growth Opportunity: This role can grow into an Executive Position with Bonus Pay based on performance.
Not Specified
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Automotive Technician Mechanic
Salary not disclosed
Job Description

Job Description

A Tech / Master Tech / Lead Technician
- $100,000 - $120,000+ per year
- No Weekends
- We payout 15% over AllData times on all repairs
- Paid time off
- Health insurance reimbursement
- Opportunities for advancement
- Training opportunities and compensation
We are looking for an experienced A level technician with high level diagnostic skills, including electrical diagnosis, specializing in American and Asian vehicles. We have an overflow of jobs and flagged hours opportunities are virtually unlimited. Lots of gravy work, including fluid exchanges, brake jobs, and more.
B technician positions also available.
Estes Park Tire & Auto is a quickly growing small town shop, with a strong and consistent customer base, right on the doorstep of Rock Mountain National Park. It is one of the best areas in Colorado for people who love the outdoors. Live and work in an area most people only vacation to. We have a great crew to work with and every member of the shop is important. You will be appreciated! The shop is only a short commute from the Loveland or Longmont/Lyons Area.
Additional Benefits
- All benefits at top of ad
- Work on personal and immediate family members vehicles in the shop for free
- Parts and tires purchased AT COST from the shop.
- Compensation for ASE Certification or Recertification
Job Description and Requirements
- Advanced knowledge and skill in passenger and light truck repair and maintenance on Domestic and Asian vehicles
- Advanced knowledge and skill in passenger and light truck diagnostics. Advanced knowledge and skill in using diagnostic tools
- Advanced skill in performing in depth vehicle inspections and help Service Advisors create estimates
- Experience and skill with European vehicles and Diesels a plus
- Must have a valid US drivers license - Ability to lift 50 pounds on your own
- Work well as a member of a team. We are all here to get the job done and produce as many hours as possible. Everyone pitches in to get the days work done.
- Monday - Friday 8:00 AM to 5:00 PM. Hours are negotiable and flexible when needed.
Apply by phone call, text, or email.
1633 Raven Ave, Estes Park, CO 80517
(97

Blaze Schubert
Owner- Estes Park Tire & Auto Company Description
Estes Park Tire & Auto is a full service automotive and repair shop. With six bays, including an alignment rack and a strong base of loyal customers, technicians will always have work available. We offer everything from oil changes and alignments to engine and transmission replacement. Our trained tire technicians perform all tire services and our automotive technicians perform vehicle diagnostics, maintenance, and repair. We are quickly growing and are looking for qualified candidates to help facilitate our growth while retaining our excellent culture.

Company Description

Estes Park Tire & Auto is a full service automotive and repair shop. With six bays, including an alignment rack and a strong base of loyal customers, technicians will always have work available. We offer everything from oil changes and alignments to engine and transmission replacement. Our trained tire technicians perform all tire services and our automotive technicians perform vehicle diagnostics, maintenance, and repair. We are quickly growing and are looking for qualified candidates to help facilitate our growth while retaining our excellent culture.
Not Specified
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Financial Professional
Salary not disclosed
Job Description

Job Description

Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,(2) estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you.
You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.(3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4)
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades...
We're proud of our financial strength. (5)
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer.(6)
- Training Magazine's APEX Award for 2022
We're proud to be recognized by organizations that also value diversity.
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
We're proud of the help we've provided and continue to provide our clients.(7)
- 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $579 million LIFETIME ANNUITY INCOME PAID . Includes all payouts on individual income annuity products.
- $4.5 billion IN LIVING BENEFITS AWARDED . Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.(8)

1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
6. A full list of our awards is available here: -awards-and-recognition
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.

New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
V1_AR1 SMRU 5 Exp. Company Description
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Awards & Accolades...
We're proud of our financial strength3
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)

We're proud of our positions in the industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- Training Magazine's Training Top 100 for 20216

We're proud to be recognized by organizations that also value diversity
- Latino Leaders: 2022 Best Companies for Latinos to Work
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity

We're proud of the help we've provided and continue to provide our clients
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)

Company Description

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.\r
\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
\r
We're proud of the help we've provided and continue to provide our clients\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Not Specified
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Home Care Speech Language Pathologist, Chenango County Region
Salary not disclosed
Norwich, New York 3 days ago
Position Overview
United Health Services (UHS) is seeking a Speech Language Pathologist to join our experienced Home Care team. In this role, you'll provide individualized evaluation and treatment to patients in their homes—helping them improve communication, cognition, and swallowing to support safety and independence. You'll collaborate with a dedicated team of therapists, nurses, and other professionals to create patient-centered care plans that reflect each individual's goals.

Home care offers the opportunity to build strong, one-on-one connections with patients and their families. If you're looking for a flexible, autonomous role where your clinical expertise can make a meaningful impact in daily life, we invite you to bring your skills to a setting that's as personal as it is rewarding.

#UHSHC

Primary Department, Division, or Unit:

Speech Pathology Therapy, UHS Home Care

Primary Work Shift:

Day

Regular Scheduled Weekly Hours:

40

Compensation Range:

$33.57 - $51.39 per hour, depending on experience

-

Job Responsibilities

Interpret and implement medical prescriptions for speech-language pathology services, ensuring appropriateness for the home care environment

Conduct thorough assessments in the patient's home using standardized tools to evaluate communication, cognitive-linguistic function, voice, fluency, and swallowing abilities

Develop and implement individualized, evidence-based treatment plans that reflect both short- and long-term patient goals, with attention to the home environment and available resources

Adjust treatment strategies based on patient progress, caregiver input, and observed response to therapy, ensuring goals remain functional and achievable in the home setting

Document all assessments, interventions, patient progress, and caregiver interactions using electronic or paper records in compliance with agency policies and regulatory standards

Ensure documentation supports reimbursement criteria and meets all required timelines and confidentiality regulations, including HIPAA and agency-specific guidelines

Provide education and training to patients and caregivers on communication strategies, compensatory techniques, and safe swallowing practices within the context of daily home routines

Establish strong rapport and effective communication with patients, caregivers, and interdisciplinary team members to support coordinated care

Participate in case conferences, team meetings, and care planning discussions to align therapy goals with overall care plans and discharge readiness

Collaborate with care managers and vendors to recommend and coordinate the provision of durable medical equipment or assistive technology when indicated

Maintain professional licensure through ongoing continuing education, and stay current with clinical best practices relevant to home-based speech-language pathology

Assist in mentoring peers or evaluating competencies of other clinicians as needed, contributing to team development and quality of care

Position Qualifications

Minimum Required:

Master's degree in Speech-Language Pathology

Certificate of Clinical Competence (CCC) from ASHA, or current candidate in a Clinical Fellowship Year (CFY)

Current New York State license as a Speech-Language Pathologist

Current CPR certification

Preferred:

Previous clinical experience

Experience working with dysphagia and neurogenic communication disorders

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Why You'll Love Working at UHS

At United Health Services (UHS), we believe every connection—to patients, to purpose, to each other—makes a difference. That's why we're intentional about supporting our team in ways that go beyond the job. Whether through meaningful benefits, personal growth, or fun along the way, we're here to help you thrive in work and life.

A Culture of Connection - We support each other like family and create space for every voice to be heard. Engagement Councils, peer recognition, and initiatives like Walk in my Shoes for senior leaders are just a few ways we foster belonging and collaboration. Outside of work, we stay connected through team events like trivia, trunk-or-treat, volunteer days, our staff choir, or seasonal celebrations.

Comprehensive Benefits for Life & Family - We offer medical, dental, and vision coverage starting the first of the month after hire for employees working 24+ hours/week. With flexible plan options and coverage tiers, you can choose what fits your life best. Additional perks include discounted childcare through Bright Horizons and voluntary benefits like pet insurance, legal services, and identity theft protection.

Well-Being & Financial Security - From day one, PTO starts accruing so you can take time to recharge. We support your long-term wellness with a 403(b) retirement plan and company match, flexible spending accounts, access to financial advisors, and up to $400/year in wellness rewards. When life gets tough, we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet.

Growth That Moves with You - With access to 100,000+ online courses, leadership programs, tuition reimbursement, clinical ladders, and internal mobility, we help you grow wherever your passion leads. We also continuously review compensation to ensure market competitiveness and internal equity, so you can feel confident your work is valued and rewarded fairly.

A Place to Call Home - Located in New York's Southern Tier, UHS offers more than a career—we offer a lifestyle. Enjoy four-season recreation, affordable living, top-rated schools, minor league sports, craft brews, a close-knit community, and more, all within reach of the Finger Lakes, the Catskills, and major Northeast cities.

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About United Health Services

United Health Services (UHS) is a locally owned, not-for-profit healthcare system in New York's Southern Tier comprising four hospitals, long-term care and home care services, and physician practices in Broome and surrounding counties. UHS provides healthcare and medical services for two-thirds of the region's population, produces $1.3 billion a year in total economic impact, and boasts a workforce of more than 6,300 employees and providers.

At UHS, our work is guided by our Values of Compassion, Trust, Respect, Teamwork, and Innovation. Whether you provide direct patient care or support behind the scenes, you are part of a shared purpose: to improve the health and well-being of the communities we serve. Every employee plays a meaningful role in fulfilling our mission—we'd love for you to consider joining us!

United Health Services is an Equal Opportunity Employer.

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United Health Services, Inc. and the members of the UHS System neither are affiliated with, sponsored, endorsed nor approved by, nor otherwise associated with, Universal Health Services, Inc. (NYSE: UHS), UHS of Delaware, Inc. nor their affiliates, which can be found at
Not Specified
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Entry-Level Insurance Sales Agent
$100,000-100,000 Yearly Salary
Marshall, Minnesota 6 days ago

Farm Bureau Financial Services is seeking driven sales professionals with prior sales or insurance-related experience who are ready to grow a long-term career in insurance.


If you are competitive, motivated, and passionate about helping others protect their families and assets, this position provides competitive earning capacity and ongoing professional development.


What We Provide

  • Comprehensive training program
  • Licensing support 
  • Ongoing mentorship and leadership guidance
  • Marketing tools and sales resources
  • Flexible work structure
  • Competitive commission structure with performance incentives


Compensation:

$100,000+ at plan commission

Responsibilities:
  • Meet with prospective and current customers
  • Identify customer needs and recommend appropriate insurance solutions
  • Manage policy renewals and customer follow-ups
  • Assist customers throughout the claims process
  • Maintain detailed customer records
  • Conduct marketing and prospecting efforts (social media, referrals, community engagement, phone outreach)
  • Participate in training and licensing (if not currently licensed)
  • Build and maintain strong customer relationships
Qualifications:
  • 2+ years of sales, customer service, or insurance-related experience
  • Strong communication and interpersonal skills
  • Goal-oriented and self-motivated
  • Ability to work independently and manage time effectively
  • Willingness to obtain required insurance licenses (if not currently licensed)
  • Agriculture experience is a plus


About Company

Farm Bureau Financial Services offers a broad range of life insurance, annuity, and investment products distributed by multiline exclusive Farm Bureau agents. Helping complete the financial services offering, advisors offer wealth management and financial planning services.



#WHINS

Compensation details: 1 Yearly Salary



PI971b075c859

Not Specified
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Insurance Sales Representative
✦ New
$169,000-202,000 Yearly Salary

We are seeking a motivated insurance agent with an enterprising spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies.


If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. We invite you to apply today!

Compensation:

$169,000 - $202,000 yearly

Responsibilities:
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction

Qualifications:
  • Some experience with accounting or sales lead software is beneficial
  • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
  • Insurance license required
  • Some computer skills with ability to use Microsoft Office is required
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary

About Company

It’s your future. Let’s protect it.

Founded more than 80 years ago to serve the needs of farmers and ranchers, Farm Bureau Financial Services has grown to be one of the most comprehensive financial services providers in the market today. Farm Bureau Financial Services offers a full suite of insurance and financial services products to clients/members in 14 Western and Midwestern states. Our exclusive multi-state agent force provides insurance products, including auto, home, life, farm/ranch, business, and more. Helping complete the financial services offering, advisors offer wealth management and financial planning services.



#WHINS

Compensation details: 169 Yearly Salary



PI84bc3b85632e-3631

Not Specified
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New Graduate RN - Registered Nurse - Sioux Falls (Sioux Falls)
Salary not disclosed
Careers With Purpose

As one of the largest not-for-profit health systems in the United States, Sanford Health is always looking to innovate and grow. Grow with us by joining our team of over 18,000 nurses. Our workplace culture focuses on treating patients and co-workers like family. You'll work with people who value your advancement and help you find your niche.

Facility: Central Patient Building
Location: Sioux Falls, SD
Address: 1305 W 18th St, Sioux Falls, SD 57104, USA
Shift: 12 Hours - Rotating Shifts
Job Schedule: Full time
Weekly Hours: 36.00
Salary Range: $32.00 - $48.00
Pay Info: Sign On Bonus / Loan Forgiveness available for eligible applicants

Department Details

Are you unsure about what path you want to explore after your upcoming graduation? This position's purpose is to allow you to learn more about what units we have to offer as a new graduate RN. After talking with one of our Talent Advisors, the next step would be interviewing with the units of your choice!

Why Sanford:

- Accredited Nurse Residency Program

- Magnet recognized organization since 2003

- Opportunities for advancement

New Graduate RN Eligible Departments:

- Pulmonary (1000)

- Surgical Trauma (2000)

- Cardiology (3000)

- Surgical Renal (4100)

- Inpatient Rehab (4300)

- Orthopedics/Neurology(5000)

- Medical Oncology (6000)

- Ava's Hospice House

- Dialysis

- Operating Room (Surgery)

- Critical Care

- Emergency Department

- Birthplace

- Pediatrics

- NICU

Job Summary

We're looking for positive, compassionate, hardworking registered nurses (RN) who can provide the high-quality care patients and families have come to expect from us. In our fast-paced work environment, the registered nurses who thrive are adaptable, great communicators, detail-oriented and have excellent time management skills. Because innovation impacts everything we do, our nursing team is full of critical thinkers who aren't afraid to ask tough questions. Whether you're a newly graduated registered nurse or have years of experience as an RN, we want someone willing to work closely with our nursing leaders to advance the organization. We take pride in giving you the necessary skills and tools to succeed in your goals throughout your career.

Responsibilities

Plans and coordinates patient care, assessment, education, triage and various other nursing interventions

Collaborates with colleagues, including physicians, to plan, implement and evaluate care

Empathetically cares for patients during all stages of preventive services, health maintenance, diagnosis, treatment and follow-up along the continuum of care

Demonstrates competency and uses comprehensive nursing expertise

Qualifications

Graduate from an accredited nursing program required, including, but not limited to, American Association of Colleges of Nursing (AACN), Accreditation Commission for Education in Nursing (ACEN), and National League for Nursing Commission for Nursing Education Accreditation (NLN CNEA). Bachelor's Degree in nursing preferred.

Currently holds an unencumbered RN license with the State Board of Nursing where the practice of nursing is occurring and/or possess multistate licensure if in a Nurse Licensure Compact (NLC) state. Obtains and subsequently maintains required department specific competencies and certifications.

Benefits

Sanford Health offers an attractive benefits package for qualifying full-time and part-time employees. Depending on eligibility, a variety of benefits include health insurance, dental insurance, vision insurance, life insurance, a 401(k) retirement plan, work/life balance benefits, and a generous time off package to maintain a healthy home-work balance. For more information about Total Rewards, visit .

Sanford is an EEO/AA Employer M/F/Disability/Vet. If you are an individual with a disability and would like to request an accommodation for help with your online application, please call 1- or send an email to .

Sanford Health has a Drug Free Workplace Policy. An accepted offer will require a drug screen and pre-employment background screening as a condition of employment.

Req Number: R-
Job Function: Nursing
Featured: No
permanent
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Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Salary not disclosed
Kissimmee, FL 6 days ago
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

  • CFP® designation or CFA® designation
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license
    • May be obtained with a 120-day condition of employment
  • Active and valid FINRA Series 66 license required
    • May be obtained with a 120-day condition of employment
  • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications:
  • Five or more years working directly with clients in the financial services industry highly preferred

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
permanent
View & Apply
Divisional Director – Financial Advisor
Salary not disclosed
Toledo, OH 6 days ago
Description:

Golden Reserve is looking for an experienced advisor to lead the Toledo region supporting 2 locations. This leadership role will have the opportunity to execute client meetings and lead a team of financial retirement planners. The expectation will be to establish yourself as a top-tier sales performer in the first 12-month period, then you will assume management and leadership of your team. This is a player-coach role that is 75% client-facing sales and 25% leadership management.


We are a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire.


Some of the driving reasons advisors choose Golden Reserve: (1) world-class media-driven marketing allowing us to provide you with pre-qualified leads, (2) flat-fee client pricing and (3) partnerships with estate planning law firms and CPA firms to allow each plan to include legal and tax services for our clients, at no additional cost.


Golden Reserve lead generation is driven by its nation-wide radio and television show (https:// ), seminar workshops, digital and world-class client services. In a short period of time, we have grown to 40+ offices covering 9 states and we are just getting started.


We Provide:

- Salary

o $200,000 - $225,000 salary, based on experience

o Additional uncapped production and bonus compensation

o Guaranteed $50,000 salary bump increase after first 12 months

- Prospects

o You don’t need a book of business – we provide you with pre-qualified leads

- Benefits

o Generous PTO policy, Health & Dental, 401(k) & Life Insurance


We Require:

- Five (5)+ Years of new client selling experience (not servicing)

- State Life & Health Insurance Licenses

- FINRA Series 65, or equivalent

- GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.


BUT BEFORE YOU APPLY – learn more about how Golden Reserve is different than other financial firms at Take a look at our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor : 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back (
Requirements:




Compensation details: 2 Yearly Salary



PI46f1e9c

Not Specified
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Retirement Planner
🏢 Golden Reserve LLC
Salary not disclosed
Cleveland, OH 6 days ago
Description:

Golden Reserve is looking for an experienced financial advisor. This role will have the opportunity to execute client meetings, design retirement plans and cultivate meaningful client relationships. The expectation will be to establish yourself as a top-tier sales performer while delivering exceptional client service.


We are a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire.


Some of the driving reasons advisors choose Golden Reserve: (1) world-class media-driven marketing allowing us to provide you with pre-qualified leads, (2) flat-fee client pricing and (3) partnerships with estate planning law firms and CPA firms to allow each plan to include legal and tax services for our clients, at no additional cost.


Golden Reserve lead generation is driven by our nation-wide radio and television show (https:// ), dinner workshops, university classes, best-selling book, digital marketing and world-class client services. In a short period of time, we have grown to 40+ offices covering 9 states, and just getting started.


We Provide:


- Salary

o $150,000 - $175,000 salary, based on experience

o Additional uncapped production and bonus compensation

o Guaranteed $25,000 salary bump increase after first 12 months

- Prospects

o You don’t need a book of business – we provide you with pre-qualified leads

- Benefits

o Generous PTO policy, Health & Dental, 401(k) & Life Insurance


We Require:


- Three (3)+ Years of new client selling experience (not servicing and supporting existing clients)

- State Life & Health Insurance Licenses

- FINRA Series 65, or equivalent

- GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness


If you want to help us change the world of finance and are looking for a challenging and rewarding career, please fill out our application and send over your resume.


BUT BEFORE YOU APPLY – learn more about how Golden Reserve is different than other financial firms at Take a look at our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor : 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back (
Requirements:




Compensation details: 15 Yearly Salary



PIa3b2ad7b9a81-31181-39781510

Not Specified
View & Apply
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
🏢 Charles Schwab
Salary not disclosed
CHICAGO, IL 3 days ago
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

 

 

Required Qualifications:

  • CFP® designation or CFA® designation
  • Bachelor’s degree
  • Active and valid FINRA Series 7 license
    • May be obtained with a 120-day condition of employment
  • Active and valid FINRA Series 66 license required
    • May be obtained with a 120-day condition of employment
  • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications:
  • Five or more years working directly with clients in the financial services industry highly preferred

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
Not Specified
View & Apply
DI Claims Specialist
Salary not disclosed
Franklin, WI 2 days ago
Primary Duties & Responsibilities• Determine applicability of benefits claimed by interpreting contract provisions and maintaining consistency with our DisabilityBenefits claim philosophy.• Order and review appropriate medical, financial, investigative, and other information needed to determine the eligibility ofclaims.• Actively manage a caseload of pending and active claim files by evaluating claim information and making decisions regardingapproval, denial, continuing payments, and terminations on a regular, ongoing basis.• Communicate both verbally and in writing with insureds, field representatives, medical practitioners and related facilities,attorneys, other insurance companies, appointed financial advisors, employers, governmental agencies and divisionalresources which involves negotiation and conflict resolution.• Preserve Northwestern Mutual's image and reputation in making benefit decisions despite difficult and delicatecircumstances.• As part of the claim handling process, may be called upon to represent the Company in legal matters through preparation forand participation in depositions and trials.• Approval limits: $0-$6,000 contestable and non-contestable claims.Qualifications• Bachelor's degree, experience in administering disability claims, or equivalent work experience.• 1-3 years of responsible and relevant work experience demonstrating analytical ability, independent decision-making andsound judgment in the application of guidelines.• Ability to collaborate within and across teams to obtain the best possible results.• Excellent organization and communication skills with emphasis on written communication Compensation Range: Pay Range
- Start: $53,270.00 Pay Range
- End: $98,930.00 Geographic Specific Pay Structure: Structure 110: $58,590.00 USD
- $108,810.00 USD Structure 115: $61,250.00 USD
- $113,750.00 USD We believe in fairness and transparency.

It’s why we share the salary range for most of our roles.

However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.

The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.

Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce.

We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Skills Problem Management (NM)
- Intermediate, Prioritization (NM)
- Intermediate, Empathetic Communication (NM)
- Intermediate, Insurance Acumen (NM)
- Beginner, Customer Centricity (NM)
- Intermediate, Analytical Thinking (NM)
- Intermediate, Learning Agility (NM)
- Intermediate (Inactive), Insurance Contract Management (NM)
- Beginner, Adaptive Communication (NM)
- Intermediate, Information Gathering (NM)
- Beginner, Decision Making (NM)
- Intermediate, Attention to Detail (NM)
- Intermediate, Claims Acumen (NM)
- Intermediate, Change Adaptability (NM)
- Intermediate, Data Application (NM)
- Beginner FIND YOUR FUTURE We’re excited about the potential people bring to Northwestern Mutual.

You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic.

Keywords: Insurance Examiner, Location: Franklin, WI
- 53132
permanent
View & Apply
Senior Engineer, Service Delivery
✦ New
🏢 Dell
$82,620
Nashville, Tennessee 12 hours ago
Senior Engineer, Service Delivery
Dell Technologies customers rely on our products and services to drive progress. So, we take the service we provide extremely seriously. Service Delivery is all about making sure our technical solutions help clients fulfil their priorities, challenges and initiatives. As trusted advisors, we build in-depth knowledge of what each client wants to achieve. Then we make sure the services delivered by Dell Technologies deliver on all our promises. We also work closely with Sales and Global Services colleagues to develop strategic account growth plans, and to identify and pursue sales opportunities
Join us to do the best work of your career and make a profound social impact as a Senior Engineer on our Service Delivery Team in Memphis, Tennessee.

What you’ll achieve
As a Senior Engineer in Service Delivery, you'll collaborate with project leadership and other assigned resources to both support onsite customer requirements and milestones, as well as coordinate technical activities required for the service(s) delivery to ensure the technical solution meets contract specifications.

You’ll provide world-class delivery & residency support to our customers by building an in-depth knowledge of our customers’ priorities and initiatives as well as become a trusted advisor to facilitate continuous improvement and avoid customer impact.
You will:
Responsibilities include onsite Residency support and Regional Service Delivery assignments; Residency efforts include (but not limited to):  collaborating with the resident team, attending customer and project meetings, ensuring site administrative duties completed; assisting with daily/weekly queue/work assignments and assisting internal leadership as needed. Delivery efforts include supporting project assignments, ongoing development of skills as required and ensuring all administrative work completed promptly
Develop and maintain direct customer and broader service delivery relationships; Coordinate activities with technical solution team members and peers (both onsite and remote members), to meet contract obligations
Build and sustain effective communications with all stakeholders and cross-functional teams in an effort to maximize customer experience and relationships
Proactively identify potential issues and drive resolution to avoid customer impact for continuous improvement; Assist in implementing delivery management process improvements; Identify opportunities for growth and innovation; Provide related reporting to all relevant stakeholders
Support simplification and modernization of skills and processes

Take the first step towards your dream career
Every Dell Technologies team member brings something unique to the table. Here’s what we are looking for with this role:

Essential Requirements:
Excellent organization, administrative and planning skills to oversee and efficiently implement program deliverable; Includes proficiency in Microsoft Outlook, Excel, Word, Teams and use of Slack (will be other internal tools used as well)
Strong analytical, problem solving and negotiation experience with strong priority setting and delegation skills; proven ability to collaborate and utilize teamwork with direct peers, peer teams and other related business units
Highly adept at communication with all levels of stakeholders; Includes excellent written and oral communication skills
Maintain sense of urgency and accountability with all work, with an unquenchable desire to learn new technologies
Role is focused on onsite daily residency work, as assigned by project leadership, and can span multiple customer locations.  Role also may include travel for customer project work and can be up to 75%, with 25% or more remote or onsite for an assigned customer; Travel is usually by vehicle, but some air travel is possible.  Normal business hours are the standard schedule; however, schedules may be adjusted in different shifts as needed to support onsite customer work/duties.

Desirable Requirements:
Typically requires 8+ years of related experience in a professional role with a Bachelor’s degree; or 6+ years with a Master’s degree; or 3+ years with a PhD; or equivalent experience
Experience within the IT industry providing support to large Customers

Compensation
Dell is committed to fair and equitable compensation practices.  The base salary range for this position is $82,620-$106,920

Benefits and Perks of working at Dell Technologies
Your life. Your health. Supported by your benefits.  You can explore the overall benefits experience that awaits you as a Dell Technologies team member - right now at .

Who we are
We believe that each of us has the power to make an impact. That’s why we put our team members at the center of everything we do. If you’re looking for an opportunity to grow your career with some of the best minds and most advanced tech in the industry, we’re looking for you.

Dell Technologies is a unique family of businesses that helps individuals and organizations transform how they work, live and play. Join us to build a future that works for everyone because Progress Takes All of Us.

Dell Technologies is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Read the full Equal Employment Opportunity Policy here.

Job ID: R286550
Not Specified
View & Apply
Director of Advancement
✦ New
Salary not disclosed
Peterborough, NH 2 hours ago
For 90 years, the Peterborough Players has been a cherished cultural institution in the heart of the Monadnock region of New Hampshire, bringing exceptional theatre to our community each summer. As we look toward our next chapter, we are preparing for an ambitious capital campaign that will secure our future and deepen our impact. This is an exciting moment to join a beloved organization with strong roots, loyal supporters, and tremendous potential for growth and impact in the community.

POSITION OVERVIEW

The Director of Advancement will lead fundraising strategy and execution during a pivotal time for the Players. Reporting to the Managing Director and working closely with the Artistic Director, Marketing, and the Board of Trustees, this position will focus on three core priorities: leading a capital campaign, establishing a robust planned giving program, and significantly increasing contributed revenue from our subscriber and donor base.

This is an entrepreneurial role for someone who loves building relationships, can work independently while collaborating effectively with staff and board leadership, and is energized by the opportunity to make a meaningful impact at an established arts organization poised for growth.

PRIMARY RESPONSIBILITIES

Capital Campaign Leadership Develop and execute a comprehensive capital campaign strategy in partnership with the Board Committee, Managing Director, and Artistic DirectorIdentify, cultivate, and solicit major gift prospects for campaign prioritiesCreate compelling campaign materials and case for supportManage campaign timeline, goals, and reportingBuild and maintain strong relationships with campaign leadership and key donors Planned Giving Program Development Design and launch a planned giving program from the ground upIdentify and cultivate legacy gift prospects among longtime supportersDevelop planned giving marketing materials and communicationsWork with professional advisors (attorneys, financial planners) to facilitate planned giftsCreate recognition and stewardship strategies for legacy society members Annual Giving & Donor Engagement Significantly grow annual fund revenue, with particular focus on subscriber conversion and upgrade strategiesDevelop targeted cultivation strategies to move donors up the giving ladderCreate year-round engagement opportunities that deepen donor relationshipsImplement data-driven approaches to donor acquisition, retention, and upgradeEnsure exceptional donor stewardship and timely, personalized acknowledgment Supporting Functions Oversee grant writing, including research, proposal development, and reporting requirementsMaintain accurate donor records and utilize database for strategic decision-makingCollaborate with the Marketing Director to ensure consistency in voice and branding across the organization.Collaborate with staff and Board on fundraising events, to support and further develop current infrastructure/eventsProvide quarterly progress reports and analysis to leadershipMake public appearances to represent the Players in the communityCollaborate with the Development Committee of the Board of Trustees
QUALIFICATIONS
Required 5+ years of progressively responsible fundraising experienceDemonstrated success with individual donor cultivation and solicitationExperience managing multiple fundraising initiatives simultaneouslyStrong interpersonal skills and comfort building relationships with diverse constituenciesExcellent written and verbal communication skillsSelf-directed work style with ability to set priorities and meet deadlinesProficiency with donor databases and data analysisPassion for the arts and commitment to the Players' mission Preferred Capital campaign experience (either leadership or significant participation)Planned giving program development or managementExperience in small to mid-size arts or cultural organizationsKnowledge of the NH philanthropic landscapeExperience working effectively with boards and volunteers
WHAT WE OFFER Annual salary of $65,000, exempt, with health benefits and paid time off.Opportunity to lead transformational initiatives at a respected cultural institutionSupportive, collaborative work environmentEngaged Board of Trustees committed to fundraising successStrong existing donor base and successful fundraising track record to build uponFlexible work arrangement with a combination of on-site and remote workConnection to vibrant summer theatre tradition and talented artistic community
TO APPLY
Please send resume and cover letter to (include "Director of Advancement" in subject line), or mail to Tobee Phipps, Managing Director, Peterborough Players, 55 Hadley Road, P.O. Box 118, Peterborough, NH 03458.

Applications will be reviewed on a rolling basis in March and April, with a May 1 application deadline. Early application is encouraged.

The Peterborough Players is an equal opportunity employer committed to building a diverse and inclusive team.

​​The Peterborough Players is committed to creating a diverse and inclusive environment and considers applicants for employment without regard to—and does not discriminate on the basis of—an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does the Peterborough Players discriminate on the basis of sexual orientation or gender identity or expression. Peterborough Players is an affirmative action/equal opportunity employer. JobiqoTJN. Keywords: Director of Institutional Advancement, Location: Peterborough, NH - 03458
Not Specified
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Direct Sales Representative
✦ New
$33.65
Spokane, WA 12 hours ago
Overview:

Are you energized by the thrill of closing a deal? Are you looking for a flexible schedule?! Do you love meeting new people and having the freedom to control your own success? If so, this is your chance to turn ambition into action.

 

At TDS Telecom, our Direct Level Sales Representatives are more than sellers—they’re trusted advisors and community connectors. Every day, you’ll be out in the field, meeting homeowners face-to-face, introducing them to cutting-edge fiber internet, TV, and phone services that make life better. You’re not just selling—you’re shaping how people experience technology.

 

Want to see what a Day in the Life of a Sales Rep looks like?!

Click on the link below!

 

What you’ll do:

  • Connect with your community by knocking on 60+ doors each day and sparking conversations with 15–20 people.
  • Make an impact by helping 1–3 families daily upgrade to faster, more reliable internet that keeps them connected.
  • Be the face of TDS—represent our brand with professionalism, enthusiasm, and a commitment to exceptional service.

Why You’ll Love It

  • Unlimited Earning Potential: Base salary + uncapped commissions. Performers can earn $70,000–$100,000+ annually. ($70,000 is the minimum you should expect to make in this role!)
  • Freedom & Flexibility: Manage your own 40-hour workweek with hours between 9 AM–9 PM, Monday–Saturday. Yes, you get to schedule your working hours around your personal life!
  • Hybrid Perks: Spend 20–25% of your time on admin work from the comfort of home.
  • Own Your Territory: Knock on doors, spark conversations, and showcase TDS’s residential products and services.
  • Be the Local Expert: Attend community events alongside our Marketing team, educating neighbors about the benefits of TDS

Extra Benefits That Set Us Apart

  • Day-one benefits package
  • Monthly gas/mileage stipend + phone allowance
  • Ramp-up payments for your first two months
  • Exclusive rewards: Top performers earn an all-expenses-paid tropical getaway!
  • TDS Discounted Services available!
  • 3 Weeks of Paid Vacation and 2 Weeks of Paid Sick time PER YEAR!

If you’re ready to take control of your career, earn what you deserve, and make a real impact in your community, apply today and start building your future with TDS Telecom!



Responsibilities:
  • Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.
  • Conduct sales calls: Identify customer needs, provide relevant information, and sell TDS services to prospective customers to achieve your sales targets.
  • Complete sales documentation: Accurately record and submit daily sales orders, agreements, third-party verifications, and reports to your supervisor, following company guidelines.
  • Oversee customer accounts: Manage customer relationships from the initial sale through installation, conducting follow-up calls to ensure satisfaction post-installation.
  • Create community buzz: Organize and participate in community events to create sales opportunities and increase brand awareness.

What We're Looking For:

  • Self-Motivated: You’re driven, ambitious, and always looking for ways to improve.
  • Charisma and Confidence: You’re a people-person who loves talking to new people and making connections.
  • Goal-Oriented: You thrive on hitting targets and love the thrill of closing a deal.

 



Qualifications:

Required Qualifications

  • Must have access to reliable transportation
  • Must be eligible for a seller's permit and/or solicitors license as required by market

Please note: This position may require additional local background checks and permitting processes to obtain licenses to sell, as required by local municipalities and government. Any licenses or permits required will be company-paid and provided.

 

Benefits

We believe in taking care of our team, which is why we offer comprehensive benefits to support your health, financial well-being, and overall happiness. Join us and experience a work environment where your well-being is a top priority!

Associates scheduled to work 20 or more hours per week have access to:

  • Medical Coverage
  • Dental Coverage
  • Vision Coverage
  • Life Insurance
  • 401(k) Plan
  • Generous Vacation & Paid Sick Leave
  • Seven Paid National Holidays & One Floating Holiday
  • Paid Parental Leave (6 weeks after 12 months of employment)
  • Adoption & Surrogacy Assistance
  • Employee Assistance & Wellness Programs

Associates working 30 or more hours per week additionally have access to:

  • Short-Term & Long-Term Disability
  • TDS Service Discounts
  • Education Assistance
  • Paid Volunteer Time

 In addition to these benefits, all associates will have the opportunity to participate in our Associate Resource Groups, which are designed to encourage community and facilitate professional development. To learn more, click here.

 

Who is TDS Telecom?

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Serving over 1 million connections, our mission is to create a better world by delivering innovative communication solutions that enhance the way people live, work, and connect. Visit  to learn more!

 

At TDS, we are committed to Equal Employment Opportunity (EEO) and value the difference of backgrounds, experiences and perspectives in our workforce. We consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.

permanent
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Chrysler Master Level Automotive Technician
Salary not disclosed
Aurora 6 days ago
Larry H Miller Colorado Jeep is hiring a Master Automotive Technician to join our team in Aurora, CO.

Be a part of one of the most important teams in the dealership
- the service department! We offer competitive pay & benefits package! Job Responsibilities: Confer with customers or service advisors to obtain descriptions of vehicle problems, and to discuss work to be performed and future repair requirements Test-drive vehicles, and test components and systems, using diagnostic tools and special service equipment Perform quality inspections of vehicle repairs prior to returning the vehicle to the customer Diagnose, maintain, and repair vehicle automotive systems including engine, transmission, electrical, steering, suspension, braking, air conditioning, etc Communicate directly with the service advisor so that customers can be informed if any additional service is needed.

Providing an estimate of time needed for additional repairs Execute repairs under warranty to manufacturer specifications Job Qualifications: Chrysler certification REQUIRED 3 ASE Certifications or 10+ years experience required Team oriented, flexible and focused on maintaining a high level of customer service Must have working knowledge of shop equipment such as wheel and tire equipment, alignment system, diagnostic equipment, AC equipment, etc.) Must have a valid driver’s license It’s all here for a Master Level Automotive Technician at Larry H.

Miller Colorado Jeep! Apply Now!
Not Specified
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