Lead Advisor Jobs in Usa

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills

• At least 2 years in a financial advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Investment and insurance products are:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

The Capital One Privacy Compliance & Risk team is seeking a Senior Manager with a passion for mitigating privacy risk at a tech-focused financial institution. The Senior Manager will join us to perform key privacy compliance activities on the second line of defense and will help manage privacy risk.

The Compliance Privacy Senior Manager performs a key risk management role to ensure compliance with applicable federal and state Privacy laws and regulations and a growing portfolio of international Privacy laws and regulations. The Compliance Privacy Senior Manager will apply risk, process management, and analytical skills to drive action to support privacy risk objectives. A successful Compliance Privacy Senior Manager is a highly motivated, forward-thinking self-starter who takes ownership, can work autonomously, is quick to adapt, technologically adept, and a committed learner.

Responsibilities:

• Actively follow privacy trends across the country, including the development of new privacy laws and emerging privacy risks
• Maintain subject matter expertise of applicable privacy international and domestic laws and regulations, including but not limited to TCPA, TSR, CAN-SPAM, GLBA, FCRA, FACTA, FFIEC guidance, CCPA, and GDPR
• Provide advice and effective challenge on privacy risks and support business lines through various interactions and forum engagements
• Actively engage with others within the department, including other subject matter experts and transaction testing team members
• Advise business lines on application of privacy requirements, development of controls and monitoring, remediation/corrective action of compliance breakdowns, and changes in law or regulation
• Participate on complex projects by providing guidance, advice, and effective challenge
• Participate in reporting activities used by Senior Leadership
• Travel to various Capital One locations as necessary

The ideal candidate will possess:

• Clear results orientation and focus on achieving both short- and long-term goals
• A proven track record of supporting and working across business lines and functions and with a senior management team
• Ability to navigate \"white space\" or ambiguous situations to drive and execute an agenda in a fluid environment
• Solid teamwork skills: ability to build and leverage the capabilities of a high-performing team
• Highly developed interpersonal, presentation, and communications skills (written and oral) coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal, and negotiation skills
• Strong judgment, influencing skills, integrity, and discretion in handling highly sensitive issues
• Ability to effectively challenge first line of defense risk taking, risk assessments, and risk mitigation efforts
• Successful track record of thriving in both a highly regulated industry and a fast paced, entrepreneurial, and dynamic environment
• Strong project management, process management, and organizational skills
• A collaborative, energetic, solution-oriented, and innovative leadership style
• Ability to balance operating independently with appropriate escalation and interaction with senior leadership
• Willingness to work as a team player and interact with associates across functions, departments, and job levels, both inside and outside the Compliance Department
• Understanding of key regulatory and audit requirements and three lines of defense risk management framework

Basic Qualifications:

• Bachelor's degree or military experience
• At least 7 years of privacy, compliance, risk management, legal or audit experience

Preferred Qualifications:

• Juris Doctor or Master's degree
• 8+ years of privacy, compliance, risk management, legal or audit experience at a financial institution
• 3+ years of experience in strategic consulting and strategic initiative management
• 3+ years of people management experience
• Certified Information Privacy Professional (CIPP), Certified Risk Professional (CRP) or Certified Regulatory Compliance Manager (CRCM)

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based on the agreed upon number of hours to be regularly worked.

McLean, VA: $170,800 - $194,900 for Compliance Advisor Sr. Manager

New York, NY: $186,300 - $212,700 for Compliance Advisor Sr. Manager

Richmond, VA: $155,300 - $177,200 for Compliance Advisor Sr. Manager

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website.

Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace.

Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-8 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to .

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

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

Company Description

AR Academics is a boutique college consulting, test preparation, and tutoring service exclusively designed for high school students. We are dedicated to empowering students to excel academically and navigate the college admissions process with confidence. Our experienced educators and consultants provide personalized guidance tailored to the unique strengths, goals, and needs of each student. Through our comprehensive services, AR Academics strives to unlock the full potential of every student and support them on their path to success.

Role Description

This is a full-time, on-site role for a College Counselor based in Newport Beach, CA. The College Counselor will provide individualized college counseling services, guide students through the college application process, and support them with their academic and career goals. The counselor will assist with student applications, work closely with high school students to assess their unique needs, and ensure they are prepared to navigate the challenges of the college admissions process.

Qualifications

• Proficiency in College Counseling and expertise in guiding students through College Applications
• Experience in Student Counseling and working with High School Students
• Knowledge of Student Financial Aid processes and resources
• Excellent interpersonal and organizational skills
• Strong communication and collaborative abilities
• Bachelor's degree in Education, Counseling, or a related field (advanced degrees are a plus)
• Previous experience in college admissions or educational consulting is highly desirable

Application Process: If you are interested, send in your resume. I’ll get back to you ASAP, review your resume, and send over the requirements for our writing sample. If the sample passes review, we’ll move onto a one-hour writing test, wherein you will answer a hypothetical prompt under a time constraint. Should you pass the hypothetical, you will be moved into the final interview, where terms are set and an offer is made.

Hours: Flexible. Effectively, we’ll take all the hours we can get.

Pay: Negotiable. $30-$40 is where most start. Based on the following factors.

1. Quality/Speed of Writing Completed with Students

2. Experience as writer or counselor

3. Availability. The more, the better.

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Commission - $75,000+

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
  
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  

• Requires a Bachelor’s degree in business administration, finance, or other related field
  
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!

Compensation details: 75 Yearly Salary

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ABOUT CAMPBELL COUNTY HEALTH

Campbell County Health (CCH) is more than just a hospital—we are a comprehensive healthcare system serving northeast Wyoming. Our organization includes Campbell County Memorial Hospital, a 90-bed acute care community hospital in Gillette; Campbell County Medical Group, featuring nearly 20 specialty and primary care clinics—including locations in Wright and Hulett; and The Legacy Living & Rehabilitation Center, a long-term care facility.

To be responsive to our employee’s needs we offer:

• 
  
• Sign-On Bonus
  
• Generous PTO accrual (increases with tenure)
  
• Paid sick leave days
  
• Medical/Dental/Vision
  
• Health Savings Account, Flexible Spending Account, Dependent Care Savings Account
  
• 403(b) with employer match
  
• Early Childhood Center, discounted on-site childcare
  
• And more! Click here to learn more about our full benefits package
  

JOB SUMMARY

The Counselor provides clinical assessment/problem identification, crisis interventions, individual, family and group therapy and case management. Develops and monitors treatment plans, monitors treatment progress, documents significant interactions, and maintains clinical charts and other reporting data. Must be licensed or provisionally licensed and requires a Master’s degree in a mental health field.

ESSENTIAL FUNCTIONS

• 
  
• Provides assessment, diagnosis, and treatment for behavioral health clients.
  
• Provides clinically appropriate therapy, utilizing best practices whenever possible.
  
• Is actively engaged in the department, solves problems, participates in strategic planning, and contributes positively to workplace moral.
  
• As assigned by manager and location participates in on call crisis rotation after hours and assists with walk-in crises during business hours.
  
• Works positively and collaboratively with courts, law enforcement, physicians, hospital staff, Department of Family Services, Probation Offices, Campbell County School District and other community agencies as applicable.
  
• Maintains clinical documentation in a manner as required by department policy, the Standards for the Operation of Community Mental Health and Substance Abuse Programs, and the Medicaid Policies and Procedures Manual, and in accordance, as applicable with SAMHSA TIPS and TAPS.
  
• Maintains competence in multicultural issues and demonstrates respect and understanding for people from diverse cultural backgrounds.
  
• Adheres to established policies and procedures for Behavioral Health services, Kid Clinic and Campbell County Memorial Hospital.
  
• Actively engages in departmental quality assurance and utilization management activities and processes to include monthly chart reviews.
  
• Provides community-based psychotherapy to individuals, groups and families as applicable.
  
• Maintains professional licensure through required educational and training experiences.
  
• Participates in activities to promote mental health and/or the prevention of substance abuse.
  
• Must be free from governmental sanctions involving health care and/or financial practices.
  
• Complies with the hospital’s Corporate Compliance Program including, but not limited to, the Code of Conduct, laws and regulations, and hospital policies and procedures.
  
• Other duties as assigned. This list is non-exhaustive.
  

JOB QUALIFICATIONS

• 
  
• Education
  
  
  • 
    
  • Master’s degree in Social Work, Counseling, or Addiction Studies
    
  
  
  
• Licensure
  
  • 
    
  • Must be licensed or license-eligible in the State of Wyoming as a Licensed Clinical Social Worker (LCSW), Licensed Professional Counselor (LPC), or Licensed Addictions Therapist (LAT).
    
    • 
      
    • If not fully licensed at the time of hire, candidate must obtain full or provisional licensure within sixty (60) days of hire.
      
    • Licensed professionals must adhere strictly to the ethical code and scope of practice of their respective discipline and maintain licensure in good standing throughout employment.
      
    
    
    
  
  
  
• Certifications required
  
  • 
    
  • See Cardiopulmonary Resuscitation Certification Policy and Certifications/Education Requirements Policy.
    
  
  
  
• Experience
  
  • 
    
  • Prior clinical experience preferred but not required.
    
  
  
  

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Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

Work Location: Beaverton, OR

Evening Hours: Wednesday & Friday: 4:00pm - 7:00pm PST.

• Conduct solution focused on consultations: helping clients define goals, plan action and gain insight
• Assess and refer to appropriate programs and services including but not limited to: Worklife, behavioral health, substance abuse/chemical dependency and community-based resources
• Assist with referrals for members needing ongoing/additional services
• Provide limited follow-up care monitoring (following up with employees and/or providers to ensure the safety of employees, continuation of treatment, etc.)
• Provide manager consultation services on a variety of work-related issues such as performance management, trauma impacting the workplace, organizational change, individual employee crisis intervention, coaching, and Work-life issues
• Provide crisis intervention and management support in response to Critical Incidents/Disruptive Events
• Conduct on-site or virtual training or educational support group services for managers and employees (e.g. wellness seminars, Health fairs, Lunch & Learns)
• Participate in monthly 1 on 1's, team meetings, and other customer meetings as required
• Utilize UHG computer to accurately and thoroughly document member contact/case documentation accessing appropriate clinical case management system (s) within departmental time frame
• Follow internal ethical and regulatory privacy policies such as HIPAA, maintain confidentiality and private health information of members. Follow state and federal licensing practices
• Other projects assigned by manager

Required Qualifications:

• Masters / Doctoral degree in a recognized behavioral health discipline
• Current, unrestricted license at the independent practice level for the state of Oregon
• 3+ years of experience conducting individual sessions as a fully licensed behavioral health clinician
• Computer hardware and software proficiency required with proficiency with all MS Office applications
• Proven solid written and verbal communication skills
• Proven solid organizational skills with the ability to manage stressful situations and multiple competing priorities
• Reside in the state of Oregon

• CEAP or CEAP qualified
• Training in EAP, workplace, and organizational dynamics
• EAP experience with emphasis on behavioral health, wellbeing, chemical dependency, and workplace issues
• Experience conducting presentations and webinars
• Understanding or experience in short term solution focused interventions
• Proven solid interpersonal skills required and the ability to work effectively among different levels of management and personnel