Lead Advisor Jobs in Usa

Are you the person franchise owners call when things get hard?

A leading national retail franchise network is hiring a Franchise Performance Advisor to own the Knoxville/East Tennessee territory. This is a confidential retained search — employer details shared with qualified candidates who advance.

This isn't a support role. You'll be the primary business partner to franchise owners — the person they trust to tell them the truth about their numbers, their operations, and what needs to change. You'll coach, challenge, and champion them, sometimes all in the same conversation.

The role demands real range: You'll go from analyzing a franchisee's P&L on Monday to walking a buildout on Wednesday to facilitating a peer networking session on Friday. No two weeks look the same, and that's by design.

What you'll own:

• Regular field visits across your territory to coach owners on revenue, brand compliance, and operational best practices
• Translating P&L data into clear, executable action plans — pricing strategy, margin improvement, financial benchmarks
• Identifying underperformance early and addressing it with a solutions-first, relationship-forward approach
• Supporting center buildouts, remodels, relocations, and ownership transfers
• Connecting franchisees with vendor resources, peer networks, and franchisor support
• Serving as the primary liaison between corporate, vendors, and owners in your market

Who thrives here:

• 3–5 years in franchise consulting, multi-unit retail operations, business development, or a field-based advisory role
• A natural coach — patient and motivating, but willing to have the hard conversation when the business needs it
• Financially fluent: comfortable reading P&Ls, spotting margin leaks, and turning data into direction
• Self-directed and road-ready — you manage your territory, your schedule, and your outcomes
• Proficient in Excel; comfortable with CRM and reporting tools

What's in it for you: Competitive, negotiable salary based on experience. Health, dental, and vision coverage. PTO, flexible scheduling, professional development support, and relocation assistance. You'll join a team that's built around resilience, bold problem-solving, and people who actually show up for each other.

One more thing: You won't be figuring this out alone. Structured onboarding and dedicated 1:1 mentorship from a top-performing advisor are part of the program — not an afterthought.

Ready to learn more? Send a message or apply directly. All inquiries are handled with complete discretion.

This is a confidential retained search conducted by OneDigital Resourcing Edge. The hiring organization's identity will be disclosed to candidates who advance to the interview stage.

THE TEAM

The mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships.

THE OPPORTUNITY

Aritzia is growing, and our Sales team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for delivering flawless Right Selling and Right Servicing to every client. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia.

THE ROLE

As the Style Advisor, you will:

• Sell clothes and earn client confidence through unparalleled styling expertise
• Deliver world-class experiences by creating meaningful, memorable moments
• Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia

THE QUALIFICATIONS

The Style Advisor has:

• Passion for providing excellent service and outstanding customer experiences
• A commitment to learn and apply Aritzia's Business and People Leadership principles
• The ability to collaborate fluently with cross-functional partners
• The skills that are an asset to perform in the role and the appetite to continuously learn and develop oneself
• A commitment to quality and investing in results that add value to the business
• An understanding and a passion for the industry in which we operate
• An understanding of Aritzia’s brand vision and style fundamentals with a focus on trends and cultural influences

THE PERKS

Some of the industry-leading benefits you will receive work at Aritzia

• Product Discount – Maybe you’ve heard of our famous product discount? You have now.
• Aritzia Virtual Wellness – Because your health, happiness, and safety matter – 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial.
• Aspirational Workspace – Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It’s all part of the Everyday Luxury experience you – and our clients – deserve.

This emerging D.C. nonprofit is seeking an experienced, highly organized and proactive professional for their Recruiter and Workplace Culture Advisor opening. This role provides a special opportunity to partner closely with top leadership to manage full-lifecycle talent acquisition, develop hiring, and onboarding infrastructure, and build the cultural foundational framework for the organization. If you’re looking for an opportunity to apply your talent sourcing and operations experience at the ground level of a nonprofit and are eager to roll up your sleeves in an ever-evolving environment, this could be the role for you!

Key Responsibilities:

• Partner with senior leadership to identify staffing needs, lead full-cycle recruitment efforts including advertising the job postings, sourcing candidates, coordinating interviews, and overseeing offers.
• Foster strong talent pipelines through networking and collaboration with peer organizations, strengthening access to top talent for active and upcoming searches.
• Build and improve upon recruitment systems, procedures, and timelines, proactively identifying ways to maximize workflow efficiency.
• Collaborate with other departments to develop HR infrastructure, including onboarding details, background check vendors, employee handbooks, and other employee materials.
• Ensure alignment between the organization’s mission and values, leadership’s expectations, and day-to-day work practices.
• Serve as a right-hand, and advisor to senior leaders, developing employee best practices, staff engagement activities, and setting organizational expectations through clear and consistent communication.
• Utilize detailed and thoughtful decision making and collaboration, to assist with shaping and defining the organization’s culture, creating a durable foundation that can be built upon for years to come.

Why You’ll Love Working Here:

• Be a key part of a dynamic team, operating in a mission-driven, fast-paced, high-expectations environment.
• The unique opportunity to get in on the ground level, partnering closely with senior leadership to develop organizational processes and procedures, and shape the organization’s future.

What We’re Looking For:

• Experienced and sophisticated. You have a minimum of seven (7) years of experience in talent acquisition, operations, and or recruiting. Prior experience establishing and improving upon operational and workflow systems is a huge plus!
• Interpersonally adept. Building strong relationships and establishing trust with others is one of your top strengths. You are a polished professional and navigate any given situation with poise, discretion, and sound judgement.
• Multitasking extraordinaire. You seamlessly navigate numerous projects and competing interests, always ensuring deadlines are met and follow-up action is taken.
• All day, every day. You are excited by the opportunity to work in a demanding, start-up environment, and understand that availability to work outside standard work hours is a must. You are a true team player and when work calls, you eagerly answer.

Essential to Hawthorne Lane’s success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.

Client Advisor (Showroom Sales Support)

Faucets N Fixtures is hiring a Client Advisor to support our luxury showroom sales team in Long Beach, CA. This role is ideal for candidates with experience in customer service, showroom sales support, retail coordination, or administrative sales assistance who enjoy working in a fast-paced, client-focused environment. Compensation is base salary + commission based on showroom sales (after 90-day introductory period.)

About Faucets N Fixtures

Founded in 1984, FNF is a leading decorative plumbing and appliance showroom serving builders, designers, and homeowners. With over 40 years in business, six Southern California showrooms, and 90+ employees, we are known for exceptional customer service, premium products, and a strong team‐oriented culture.

Responsibilities:

• Welcome and identify customer needs
• Explain products and services to customers
• Monitor inventory to ensure product is in stock
• Enter and process customer orders
• Investigate and resolve customer complaints

Qualifications:

• Previous experience in sales, customer service, or other related fields
• Ability to thrive in a fast-paced environment
• Ability to build rapport with customers
• Excellent written and verbal communication skills
• Friendly, professional, and customer-focused attitude

Work Environment:

• Luxury showroom and retail sales environment
• Frequent interaction with homeowners, designers, and vendors
• Professional dress required
• Fast‐paced, customer‐focused setting

Benefits:

• Medical/Dental/Vision/Life Insurance
• Generous PTO
• Retirement
• Year-end profit-sharing eligibility.

Pay Information - $50k - $65K + Commission (BOE)

This position will provide academic advising to 1st year students at Millikin University. The Professional Advisor supports one of the four (4) academic units on Millikin’s Campus: The College of Arts and Sciences, the College of Fine Arts, the College of Professional Studies, or the Tabor School of Business. This role supports students in promoting their academic success, managing their course plans and schedules, and engaging in transformational advising. The Professional Advisor provides high-quality, proactive academic advising and support to students. Which includes assisting students in course selection and requirements for special focus areas, setting academic goals, proctoring study experiences, and developing and facilitating workshops that focus on fostering academic skills and executive functioning skills. This position is not eligible for remote work.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:  

·       Deliver transformational academic advising experiences for all assigned students.

·       Provide supplemental advising and registration assistance to all 1st year students as needed.

·       Proactively communicate and build relationships with assigned students.

·       Co-create with assigned students an academic plan.

·       Maintain accurate and detailed notes from advising meetings in the appropriate case management system.

·       Collaborate with the assigned college’s faculty, school directors, and the academic dean.

·       Ensure students understand and navigate the class registration process, understand degree and general education requirements.

·       Address all areas of academic concerns with students, including tutoring, study skills, and time management.

·       Make referrals to other points of service such as counseling, financial aid, career services, student life, disability services, and Title IX.

·       Participate in professional development opportunities.

·       Remain current in high-impact practices as related to academic advising, student success, and higher education.

·       Respond timely to Academic Alert forms submitted by faculty and staff members.

·       Provide active support, follow-up, and strategies for success, as well as general walk-in/appointment times for students.

• Supports students on individual course articulations/transfers with the Registrar’s office and the academic school.Performs other job-related duties as assigned.  
• Performs other work-related job duties as assigned. 

SUPERVISORY RESPONSIBILITIES: This position may supervise paraprofessional students and/or graduate assistants as budget allows and would carry out supervisory responsibilities in accordance with the university’s policies and applicable laws. Responsibilities include interviewing, hiring, and training staff members, planning, assigning, and directing work; appraising performance; rewarding and disciplining staff members; and addressing complaints and resolving issues. 

QUALIFICATIONS: To perform this job successfully, an individual must be able to succeed in a result-driven professional organization. Maintaining professional performance, demeanor, team approach, and focus on results while working under pressure in a dynamic environment. Customer, budget, quality, and delivery conscious mindset. Ability to establish priorities, work independently with minimal supervision, and facilitate teamwork. Highly organized, with the ability to plan, execute, and multitask to meet deadlines with accuracy and attention to detail.

Minimum Education and/or Experience:

·       Bachelor’s degree or the equivalent combination of education, training, and experience from which comparable skills can be acquired, including graduate Assistantships, Internships, and Practical experiences.

·       Excellent written, oral, and interpersonal communication skills.

·       Ability to manage time effectively, learn, and contribute to overall departmental tasks and goals.

·       Ability to lead or contribute to planning or organizing projects, programs, services, etc.

·       Ability to develop and maintain positive professional relationships and resolve conflict in a team environment and with individuals from various diverse backgrounds and experiences.

·       Ability to analyze information and offer sound recommendations.

·       Proficient in Microsoft Office, Teams, Outlook Calendar, and Office 365

Preferred Education and Experience:

·       Master’s degree.

·       Related experiences in a college or university setting.

·       Experience advising student organizations.

·       Experience facilitating, teaching, and/or developing support programs.

·       Experience in student learning assessment or program evaluation.

·       Experience using software or database platforms related to the position.

·       Experience with Student Affairs and/or Academic Affairs.

Qualified applicants should submit a cover letter, resume, and contact information of three professional references to /employment. Review of applications will begin immediately and continue until the position is filled. Employment and first day of work is contingent upon successful completion of a background check. Millikin University is an equal opportunity employer and candidates from traditionally underrepresented groups in this field are encouraged to apply. Beyond meeting fully its legal obligations for non-discrimination, Millikin University is committed to increasing employee diversity and will consider qualified applicants with experience in diverse settings, who have a record of research that supports/benefits diverse communities or a record of teaching a diverse student population. Millikin offers a competitive salary and full benefit package, including eligibility for tuition waiver. To view Millikin’s benefits, please go to  

Summary

Nevada GrantLab collaborates with local nonprofits to build capacity and unlock resources that empower our communities to thrive. The Senior Technical Assistance Advisor will develop and provide expert assistance and coaching that helps organizations strengthen their impact, operations and sustainability. 

What You Will Do

Leverage experience to work directly with a wide range of Las Vegas-area nonprofits to help clarify and implement organizational strategies. As an example, you may work closely with a nonprofit founder to assess the core capacities of the organization, identify 2-3 key growth opportunities, develop an actionable plan to address the opportunities, then provide ongoing implementation support for 12 months. As a result of your assistance, the organization will achieve concrete, measurable results and build capacities for future growth.

Additionally, you will work collaboratively with the Director and other team members to identify best practices and promising approaches to develop, pilot, implement, evaluate and continuously improve GrantLab’s technical assistance services. You will join GrantLab at an integral time in our technical assistance program’s evolution and have a meaningful opportunity to contribute your experience and expertise.

Partner Services Responsibilities (85%):

• Facilitate organizational assessments - using industry-standard assessments such as the Core Capacity Assessment Tool (CCAT®) and/or internally developed approaches - that help partners identify and understand their unique growth opportunities and priorities.  
• Work closely with nonprofit leaders and teams to develop actionable strategies and implement plans that address their unique circumstances and objectives. 
• Support strategy implementation through ongoing coaching and hands-on assistance. 
• Create excellent partner experiences, including onboarding, scoping, project management, and post-completion engagements.
• Prepare and deliver training and other presentations to groups of various sizes, backgrounds, and experience levels. 
• As needed, source and collaborate with local and national experts to provide specialized technical assistance support (e.g., financial analysis, program evaluation, etc.). 

Program and Project Administration Responsibilities (15%):

• Continuously develop and improve processes and programs to increase effectiveness and efficiency. 
• Collect, analyze, and manage key program and project data such as service utilization, partner retention, evaluations, outcomes, budgets, etc.  
• Perform project management functions, including budget preparation and monitoring, grant and other program reporting, etc.
• Work cross-functionally to align with and leverage GrantLab’s other programs so that community partners receive comprehensive, seamless services.  
• Contribute to client and project record keeping.

Qualifications and Competencies

• Minimum eight (8) years experience providing consulting or technical assistance to nonprofits, foundations, or public agencies/governments, or leading change management or strategy functions inside such organizations.
• MBA, MPP, MPA or other relevant post-graduate degree is preferred. Relevant experience and proven success will be considered in lieu of formal education.  
• Deep understanding of nonprofit organizations and the nonprofit sector, including demonstrated expertise in at least one (1) of the following functional skills: strategic planning, governance, data analysis, finance, fundraising, operations, program design and delivery. 
• Strong coaching and convening skills.  
• Comfortable and confident in presenting to groups, and able to make complex topics feel accessible.
• Demonstrated success in creating and implementing strategies/solutions that drove impact and organizational transformation or sustainability. 
• Excellent project management skills with the ability to manage budgets, timelines and deliverables.
• Strong oral and written communication skills including the ability to clearly communicate sensitive information and present complex topics for a variety of audiences.
• Self-motivated, able to juggle simultaneous projects and competing priorities.
• Committed to confidentiality and discretion. 
• Availability to work outside of traditional business hours, travel locally, and to occasionally travel regionally and nationally.

Working at GrantLab

• Compensation: The salary range for this position is $90,000-$110,000 annually, plus a discretionary, performance-based annual bonus up to 5% of salary.  
• Benefits: We offer an excellent benefits package that includes 401(k) with employer match up to 4%; health, vision, and dental insurance (100% premium coverage for employees, 50% for dependents); generous PTO and holidays; and professional development opportunities.
• Hybrid Work: Three days in office, up to two days remote. 

Application Information

Nevada GrantLab is an equal opportunity employer. We seek a diverse candidate pool and encourage applications from people of all backgrounds. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran or individual with a disability, or other applicable legally protected characteristics.

To be considered for this position, please send a cover letter and resume via email with “Senior Technical Assistance Advisor” in the subject line to We anticipate starting interviews in early- to mid-April.

About Nevada GrantLab

Nevada GrantLab, a 501(c)(3) tax-exempt organization founded in 2020, collaborates with local nonprofits to build capacity and unlock resources that empower our communities to thrive. Our vision is for a thriving Nevada, catalyzed by great nonprofits. To date, we have facilitated more than 100 capacity building workshops, completed more than 60 technical assistance projects, and supported partners in winning more than $300 million in new federal grant funding to support local services in areas ranging from the arts to workforce development. Learn more about us and our work at

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.

Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal.

While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East.

Position Purpose

As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann’s global vision.

Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann’s core values of integrity, creativity and passion.

Role Responsibilities

· Achieving sales targets and store KPI’s whilst upholding Zimmermann’s brand standards including store and visual presentation, stock and inventory

· To ensure that an exemplary standard of client service is provided to Zimmermann’s clientele in line with the brand’s global vision.

· Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships.

· Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives.

· Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention.

· Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety.

About You

· Capability and drive to reach KPIs and Sales Targets

· Demonstrates professionalism, optimism and team orientated approach.

· Exceptional communication and interpersonal skills

· Previous sales experience in luxury designer fashion

· A passionate brand ambassador who embodies the Zimmermann values

· Ability to cultivate Zimmermann’s brand loyalty though positive client interactions.

· Detailed orientated

· Excellent organisational skills and problem-solving ability

· A passion for exceeding customer expectations

· Ability to build ongoing rapport with clientele

· Ability to work independently and as part of a team

Why join our team?

· Bespoke career development plans and access to strong mentors and industry leaders.

· Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally.

· Competitive package, seasonal uniforming and team member discount

· Be part of a responsible fashion house with a focus in leading in sustainability

Compensation

Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure.

Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range.

In addition to hourly pay, Client Advisors are also eligible for commission on all sales.

At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You’ll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success.

Diversity Statement

Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.

At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.

As the Senior Solution Advisor for Perioperative Services, you will be a critical subject matter expert and trusted advisor, bridging the gap between the client’s surgical and anesthesia departments and the capabilities of the Oracle Health (Cerner) Millennium EHR. You will guide stakeholders through complex workflow transformations, driving the successful design and adoption of the SurgiNet and Anesthesia Management solutions. Your primary objective is to ensure these solutions improve patient safety, optimize resource utilization (ORs, staff, equipment), and ensure accurate charge capture in the highly complex perioperative environment.

To excel in this senior position, you must have a strong background in perioperative informatics, OR nursing/technology, or clinical applications consulting. You will lead the design of the entire surgical journey, from case scheduling to PACU, and be the go-to expert for the intricate processes of preference card management and supply/implant documentation. You will also oversee the integration of the Anesthesia Information Management System (AIMS) with physiological monitors and anesthesia machines. Your role will involve close collaboration with key stakeholders—including surgeons, anesthesiologists, OR nurses, schedulers, sterile processing directors, and supply chain leaders—to ensure the perioperative suite is safe, efficient, and financially sound.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life Insurance
• 401(k) Retirement Plan with matching
• Paid Time Off
• Paid Federal Holidays

Key Responsibilities:

Client & Stakeholder Engagement:

Serve as the primary consultant for perioperative leadership on all aspects of the Oracle Health SurgiNet and Anesthesia solutions.

Provide expert support and knowledge transfer on perioperative best practices, including governance for preference cards, block scheduling, and charge capture.

Work directly with client counterparts to facilitate design workshops, review deliverables, and drive consensus on perioperative workflow and build changes.

Solution Design & Workflow Analysis:

Lead the analysis and design of the end-to-end perioperative workflow, including case scheduling, pre-admission testing (PAT), intraoperative nursing and anesthesia documentation, and PACU.

Oversee the design and maintenance strategy for foundational elements like surgical preference cards, resource scheduling (rooms/equipment), and integration with supply chain/inventory management.

Define requirements for the Anesthesia Information Management System (AIMS), including its integration with bedside monitors via CareAware for real-time data flow.

Implementation & Solution Management:

Act as a lead or driver for testing events, including developing and documenting scripts in an Application Lifecycle Management (ALM) tool to validate complex surgical and anesthesia workflows.

Provide expert support for cutover planning, go-live execution, and post-go-live sustainment, including ticket management for perioperative issues.

Assist in the review of training manuals and job aids to ensure they accurately reflect the configured workflows and system design.

Required Qualifications:

Experience: A minimum of 5-7 years of combined experience in perioperative informatics, surgical services leadership, or as an OR nurse/technologist with significant "super user" or implementation experience.

Oracle Health/Cerner Expertise: Direct, hands-on experience with the Oracle Health (Cerner) Millennium platform. Specific expertise in SurgiNet, Anesthesia Management, Preference Card Management, and CareAware is required.

Domain Expertise: Demonstrated expertise in perioperative workflows, sterile processing, preference card management, surgical billing/charging, and resource management.

Communication: Excellent verbal and written communication skills, with the ability to effectively engage with both technical teams and senior clinical/surgical leadership.

Education: Bachelor’s degree in a related field. A clinical background and license (e.g., RN, CST) is strongly preferred.

SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.

We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

• Strong computer skills with an ability to multitask in a demanding environment
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and benefits information

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.