Object First Jobs in Usa

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. We are the first commercial bank with a mission of reducing atmospheric CO2. Climate First Bank is the third bank started and scaled by serial bank entrepreneur, Ken LaRoe. Having started and sold Florida Choice Bank and First Green Bank, Mr. LaRoe has launched Climate First Bank as a built to last, values based, financial institution. Our first branch opened for business on June 1, 2021, in St. Petersburg, Florida and we have since expanded into the Central Florida market.

We are looking for a Process Optimization Analyst to drive cross-departmental efficiency and optimization projects. Rotating through various key departments across the organization, this role will be tasked with learning workflows, uncovering inefficiencies and implementing high-impact solutions. Using modern automation and no-code/low-code tools, this role will drive measurable improvements that enhance productivity, streamline operations, and elevate customer experience.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Responsibilities:

• Departmental Immersion: Spend 3-6 months embedded within an assigned banking department to understand end-to-end processes, policies, and systems.
• Process Assessment: Conduct root cause analysis, workflow mapping, and process benchmarking to identify operational inefficiencies and improvement opportunities.
• Solution Design & Implementation: Design and implement automation and process improvements using AI models, Airtable workflows, LogicApps, and other business process automation tools.
• Collaboration: Work cross-functionally with department leaders, IT, compliance, and third-party vendors to align solutions with business needs and regulatory requirements.
• Impact Measurement: Track and report on key performance indicators (KPIs) to measure the success of implemented solutions and refine as needed.
• Documentation: Maintain thorough records of workflows, process maps, create implementation roadmaps, and training materials to ensure sustainability of improvements.
• Knowledge Transfer: Support internal change management by training staff in new tools and processes and documenting best practices.

Requirements:

• Bachelor's degree in business or an administrative field.
• 1-2 years of experience in Operations or Business Analysis.
• Strong affinity for analytical and strategic thinking as well as exceptional practical and theoretical problem-solving skills.
• Proven ability to quickly grasp concepts, workflows and processes. Strong operational understanding.
• Ability and desire to thrive in a fast-paced, high-pressure environment with frequent routine changes. Ability to multi-task and prioritize with ease.
• Highly organized self-starter with impeccable attention to detail and the ability to complete assignments with little oversight and supervision. Exceptional drive and motivation.
• Effective communicator with strong active listening skills, excellent writing and speaking skills and the ability to compose professional correspondence. Must be able to communicate tactfully and empathetically with customers, employees, and Bank management.
• Proficient in AI models, Airtable workflows, LogicApps, and other business process automation tools.

Physical Demands:

* Sustained standing and sitting;

* Frequent use of PC, including typing or sustained attention to monitor;

* Occasional lifting of basic office files or equipment up to 20 lbs.

Climate First Bank recognizes that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. We place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.

What to expect from the hiring process:

* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.

* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.

* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!

* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.

* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. We are the first commercial bank with a mission of reducing atmospheric CO2. Climate First Bank is the third bank started and scaled by serial bank entrepreneur, Ken LaRoe. Having started and sold Florida Choice Bank and First Green Bank, Mr. LaRoe has launched Climate First Bank as a built to last, values based, financial institution. Our first branch opened for business on June 1, 2021, in St. Petersburg, Florida and we have since expanded into the Central Florida market.

We are looking for a Residential Post Closer to ensuring the accurate and timely completion of all post-closing activities for residential mortgage loans. This role involves reviewing loan documents, coordinating with various stakeholders, and ensuring compliance with regulatory requirements.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Responsibilities:

• Review and verify all loan documents for accuracy and completeness.
• Ensure all post-closing conditions are met and documented.
• Coordinate with title companies, lenders, and other parties to resolve any discrepancies or issues.
• Prepare and submit final loan packages for either secondary market sale or holding in the bank's loan portfolio.
• Receive and account for all loan sales and transaction fees.
• Monitor and track the status of post-closing tasks to ensure timely completion.
• Communicate effectively with internal and external stakeholders to facilitate the post-closing process.
• Ensure compliance with all regulatory requirements and company policies.
• Maintain accurate reports of all trailing documentation from public records and title insurance companies and assist with audits as requested.
• Continuously improve post-closing processes and procedures to enhance efficiency and accuracy.

Requirements:

• High school diploma or equivalent required; associate's or bachelor's degree in finance, business, or related field preferred.
• A minimum of 2 years of experience in mortgage loan processing, closing, or post-closing.
• Strong knowledge of residential mortgage loan documents and post-closing procedures.
• A resourceful self-starter with strong attention to detail and excellent organizational skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Excellent communication and interpersonal skills. Ability to anticipate needs and effectively communicate with a variety of stakeholders.
• Proficiency in Microsoft Office Suite and loan processing software.
• Knowledge of regulatory requirements and compliance standards in the mortgage industry.

Physical Demands:

* Sustained standing and sitting;

* Frequent use of PC, including typing or sustained attention to monitor;

* Occasional lifting of basic office files or equipment up to 20 lbs.

Climate First Bank recognizes that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. We place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.

What to expect from the hiring process:

* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.

* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.

* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!

* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.

* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Now Hiring: Treasury Management Specialist

We're looking for a Remote Treasury Management Specialist, you'll play a key role in delivering exceptional support for our Treasury Management services. You'll be the go-to expert for business online banking clients and branch teams, ensuring smooth onboarding, top-notch training, and outstanding client experiences.

This role is perfect for someone who thrives in a fast-paced environment, loves problem-solving, and is excited to lead a team toward excellence. If you're ready to combine your financial expertise with a commitment to sustainability and innovation, we'd love to meet you!

This is more than a job - it's your opportunity to make a difference!

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future with our 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP) with free counseling, legal, and financial services.

What You'll be driving as a Treasury Management Specialist

Lead & Support: Guide and mentor the Treasury Management Support Team to deliver exceptional client service.

Drive Compliance & Risk Management: Monitor ACH services for compliance with NACHA regulations, identify underutilized services, and reduce fraud risk.

Client Education: Ensure clients receive annual updates on NACHA rules and regulations.

Oversee Daily Operations: Manage business internet banking, ACH originators, Merchant Capture (RDC), wire originators, Bill Pay, and Positive Pay services-ensuring seamless setup, troubleshooting, and training.

Transaction Oversight: Review and process originated transactions, schedule new payments, handle returns, and balance entries.

Continuous Improvement: Develop and refine procedures, welcome packets, and forms to boost efficiency and minimize risk.

Reporting & Analysis: Create and maintain reports in the Reporting Model System and BI tools.

Risk & Audit Readiness: Assist with risk assessments and ensure successful audit outcomes.

Champion Sustainability: Embrace and promote Climate First Bank's core values, ESG principles, and eco-friendly practices in your daily work.

What You'll Leverage in this Role

Experience: 5+ years in Treasury Management Operations leadership or supervisory roles.

Banking Expertise: Prior experience in banking sales, service, and management.

Certifications: AAP certification is a big plus!

Skills: Strong accounting and math skills, excellent organizational and communication abilities, and proficiency in Microsoft Office.

Mindset: Adaptable, detail-oriented, and ready to thrive in a dynamic environment.

What to expect from your physical environment:

• Remote role.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) in person, via email, text, phone or video chat.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

What to expect from the hiring process:

• Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.
• We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.
• You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!
• We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.
• As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.
• HOW TO APPLY:
  • You can easily apply through the official application link. Resumes sent via email or other unofficial channels may be reviewed with significant delays or not at all.
  • All applicants will receive confirmation that their application has been received.
  • We can't wait to meet you! But we often receive large volumes of applications that can significantly impact processing times. We appreciate your patience!
  • We will email or text you with updates on your application and will be alongside you every step of the way!

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.

What to expect from the hiring process:

* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.

* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.

* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!

* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.

* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. We are the first commercial bank with a mission of reducing atmospheric CO2. Climate First Bank is the third bank started and scaled by serial bank entrepreneur, Ken LaRoe. Having started and sold Florida Choice Bank and First Green Bank, Mr. LaRoe has launched Climate First Bank as a built to last, values based, financial institution. Our first branch opened for business on June 1, 2021, in St. Petersburg, Florida and we have since expanded into the Central Florida market.

We are searching for Commercial Lenders to increase and support our Orlando presence. As a Commercial Lender you will be responsible for meeting and exceeding budgeted deposit, fee income, and commercial lending goals.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply. Must be local to Orlando.

Job Responsibilities

* Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services;

* Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio;

* Represent Climate First Bank in its market through active participation in community affairs;

* Solicit, negotiate loans, and coordinate loan closings;

* Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings);

* Ensure production goals are met including DDA growth goals;

* Monitor credit quality, and past due loans;

* Evaluate, authorize, and recommend approval of commercial loans and lines of credit;

* Contribute to achieve all the relevant ESG goals including Community Reinvestment Act and multi-cultural lending goals;

* Possess the initiative to obtain education related to ESG and sustainability practices;

* Comply with all federal and state laws and regulations as well as internal Bank policies and procedures;

Specific Requirements:

* Prior commercial lending experience is required;

* Bachelor's degree in business or finance preferred;

* Excellent sales, interpersonal, and communication skills;

* Educated in financial products and services, banking regulations and laws;

* Salesforce experience preferred;

* Ability to effectively communicate with customers regarding the bank's loan programs and policies.

Physical Demands:

* Sustained standing and sitting;

* Frequent use of PC, including typing or sustained attention to monitor;

* Occasional lifting of basic office files or equipment up to 20 lbs.

Climate First Bank recognizes that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. We place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.

What to expect from the hiring process:

* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.

* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.

* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!

* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.

* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.

What to expect from the hiring process:

* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.

* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.

* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!

* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.

* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

ABOUT US

First Capital Advisors (“FCA”) is a private real estate investment firm that owns and operates high-quality real estate throughout the United States. Since 2013, FCA has owned 23 multi-family properties (3,600 apartment units), 13 retail properties (130,000 square feet), and invested in various other real estate ventures. FCA is pursuing new acquisition and development opportunities in the multi-family and retail sectors.

First Capital Advisors was founded in 2013 and is an affiliate of First Trust Portfolios, a financial services firm established in 1991. FCA is headquartered in the western suburbs of Chicago, IL, with a primary geographic focus on the Midwest and South. We are in search of qualified candidates to join our growing team in the role below.

JOB DESCRIPTION

First Capital Advisors is seeking an Asset Management Analyst for our expanding portfolio of multi-family and retail properties. In this key position, you will play an important role in maximizing the value of existing company-owned assets. Your efforts will help ensure peak property performance and support decision-making, directly impacting our team’s investment strategy and operations.

This is a full-time position based in Wheaton, IL, reporting to and working heavily with our Texas-based Director of Asset Management. Occasional travel throughout Texas is required. Job responsibilities include, but are not limited to, the following:

• Liaise with lenders, including ongoing compliance with financial reporting requirements, monitoring debt maturities, overseeing escrow requirements, etc.
• Oversee the completion of replacement reserve requests and lender inspections
• Conduct various research and analysis to support decision-making
• Prepare updates for management meetings and quarterly investor reports
• Review and analyze property operating and accounting reports, with a focus on assessing trends in performance and detecting any operational issues
• Assist in creating and managing property budgets (operating and capital)
• Ensure each property performs in accordance with its business plan; suggest modifications when necessary
• Perform cash flow modeling and produce financial proformas
• Conduct site visits, which will require occasional travel throughout Texas
• Coordinate with various third-party vendors
• Monitor market conditions, including supply and demand dynamics, changing tenant preferences, etc.

QUALIFICATIONS

The ideal candidate will possess most, but not necessarily all, of the following qualifications:

• Bachelor’s Degree (business, finance, economics, or real estate concentration preferred)
• 1-3 years of experience working in a financial analysis capacity within the CRE industry (multi-family preferred)
• Basic knowledge of accounting required; ability to read and interpret financial statements
• Experience creating and analyzing financial models
• Understanding of financial concepts, including return metrics (yield on cost, IRR, NPV, DCF, etc.)
• Understanding of capital structures (senior debt, mezzanine, preferred equity, etc.)
• Strong quantitative and analytical skills
• Basic understanding of construction concepts
• High level of proficiency in Microsoft Word, Excel, and PowerPoint
• Experience with Yardi, CoStar, and RealPage is preferred
• Ability to work with remote teams and properties; must be self-accountable and have strong initiative
• A self-motivated person who is driven to further their career in real estate

COMPENSATION / BENEFITS

• Competitive pay based on experience (salary range: $70,000 +)
• Benefits package available
• Full-time (Monday – Friday)
• Paid Time Off
• Annual performance bonus opportunities based on review

First Capital Advisors Holdings, LLC is an Equal Opportunity Employer and Drug Free workplace. Employment offers are contingent upon successful completion of a background check and drug screen.

We are First Chicago Insurance Company! We currently have offices in Bedford Park, IL, (about one mile south of Chicago Midway Airport), as well as Richardson, Texas (Dallas area). Due to our significant growth, we are pleased to announce that we have a new Claims office in Oak Brook, IL!

If you are an experienced Non-Standard Auto CLAIMS PROFFESSIONAL (with many years of auto and especially nonstandard auto related experience) we'll make sure you are COMPENSATED AS A PROFFESSIONAL!!

We are seeking experienced Non-Standard Auto Liability Claims Specialist to join our new office in Oak Brook!

This talented individual must possess previous experience in the investigation, determination of coverage, prompt evaluation of both First- and Third-Party auto property damage claims with an eye towards prompt, courteous and economical resolution of both First and Third Party related property damage claims.

DUTIES & RESPONSIBILITIES:

• Review and determine course of action on each file assigned, utilizing technical knowledge and experience for the purpose of supporting final disposition of a loss
• Conduct thorough investigations and keep accurate and relevant documentation of file activity on each claim assigned including coverage liability, status and damages that are applicable for each claim
• Honor/decline/negotiate first and third-party liability claims upon completion of coverage/policy investigation and analysis of damages and liability
• Work directly with internal and external customers to develop evidence and establish facts on assigned claims
• Organize, plan and prioritize work activities to keep up with current assignments and to ensure prompt conclusion of claims
• Prepare and present claim evaluations for the appropriate settlement authority
• Notify the Underwriting Department of any adverse information uncovered in the course of the investigation
• Familiarity with unfair claim practices in states where we do business
• Conduct business with vendors in a professional manner while maintaining a reasonable expense factor and upholding the company's reputation for quality service
• Provide customer service both to internal and external customers
• Handle other duties as assigned

QUALIFICATIONS REQUIRED:

• Minimum 2-3 years previous auto insurance or other auto related experience A MUST!
• Non-Standard Auto claims handling experience a plus!
• Excellent analytical, organizational, interpersonal and communication (verbal, written, phone) skills
• General working knowledge of policies, file procedures, state rules and regulations
• Ability to pass written examinations where required by state statutes to become a licensed Claims Adjuster

Preferred:

• Prior claims experience
• Ability to use on-line claims system
• Bi-lingual a plus!

First Chicago Insurance Company provides a competitive benefits package to all full- time employees. Following are some of the perks First Chicago employees receive:

• Competitive Salaries
• Flexible Work Schedules
• Remote and Hybrid
• Commitment to your Training & Development
• Medical and Dental
• Telemedicine Benefit
• 401k with a generous company match
• Paid Time Off and Paid Holidays
• Tuition Reimbursement Training Programs
• Wellness Program
• Fun company sponsored events
• And so much more!

Border Patrol Agent (BPA) - Experienced (GL-9 GS-11)

NEW RECRUITMENT AND RETENTION INCENTIVES!

Check out these higher-salaried federal law enforcement opportunities with the U.S. Customs and Border Protection. Your current or prior law enforcement experience may qualify you for this career opportunity with the nation's premier federal agency charged with securing our borders and protecting our country.

You may qualify for these higher-graded Border Patrol Agent (BPA) employment opportunities if you have current or prior law enforcement experience. This experience could have been gained as part of a military police assignment or as a member of a state or local law enforcement organization. Look at the duties and responsibilities section below to see if you are interested in these federal law enforcement opportunities and review the qualifications section below to see if you are qualified.

>DON'T FORGET TO CHECK OUT THE INCENTIVES – SEE SALARY SECTION BELOW

IMPORTANT NOTICE: Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.

U.S. Border Patrol determines duty assignments at the time of offer based on operational needs, which may or may not align with candidates' first-choice preferences. Relocation may be required.

The U.S. Border Patrol (USBP) offers those interested in a career in law enforcement an opportunity to work with an elite team of highly trained professionals whose camaraderie, pride, and purpose are hallmarks of their daily mission of protecting America.

If you seek an exciting and rewarding job that provides excellent pay and exceptional federal benefits, now is the time to make your move. U.S. Customs and Border Protection (CBP) is hiring immediately for these full-time, career Law Enforcement Officer (LEO) opportunities.

Salary and Benefits:

Salary for newly appointed law enforcement Border Patrol Agents varies from:

Base Salary: GL-9/GS-11 $63,148 - $120,145 per year

Locality Pay: Varies by duty location.

Overtime Pay: Up to 25%

Duty location impacts pay rates; locality pay for federal law enforcement is higher in some locations than others. A fully trained BPA may be eligible for up to an additional 25% of base pay per the BPA Pay Reform Act of 2014. This is a career ladder position with a grade level progression from GL-9 to GS-11 to GS-12. You will be eligible for a promotion to the next higher grade level (without re-applying) once you successfully complete 52 weeks in the lower grade level.

All Border Patrol Agents may select from an array of federal employment benefits that include health and insurance plans, a generous annual and sick leave program, and participation in the Thrift Savings Plan, a retirement plan that is similar to traditional and ROTH 401(k) offerings.

*Recruitment Incentive* Newly appointed Border Patrol Agents (as defined in 5 CFR 575.102 ) will be offered up to a $20,000 incentive. The first $10,000 will be paid upon successful completion of the Border Patrol Academy, with the remaining $10,000 awarded for accepting a prioritized location. Prioritized locations include Sierra Blanca, TX; Presidio, TX; Sanderson, TX; Comstock, TX; Lordsburg, NM; Freer, TX; Hebbronville, TX; Ajo, AZ.

*Retention Incentive* Newly appointed Border Patrol Agents may also qualify for up to $40,000 in additional incentives distributed over their first four years.

Duties and Responsibilities:

As a BPA, you will be part of our 60,000+ workforce that strives to protect the American people by safeguarding our borders, deterring illicit activity, and enhancing the nation's economic prosperity. Being a BPA makes you a valuable member of the Federal Law Enforcement Officer (LEO) profession.

Typical assignments include:

• Detecting and questioning people suspected of violating immigration and customs laws and inspecting documents and possessions to determine citizenship or violations.
• Preventing and apprehending aliens and smugglers of aliens at or near the borders by maintaining surveillance from covert positions to include using infrared scopes during night operations.
• Interpreting and following tracks, marks, and other physical evidence of illegal entry of persons or contraband.
• Performing farm checks, building checks, traffic checks, city patrols, and transportation checks.
• Patrolling the international boundary and coastal waterways using a variety of government assets such as vehicles, horses, vessels, watercraft, off-road vehicles, ATVs, snowmobiles, and motorcycles for the accomplishment of the USBP Mission.

Qualifications:

GL-9: You qualify for the GL-9 grade level if you possess one (1) year of specialized experience, equivalent to at least the next lower grade level, performing duties such as:

• Performing physical searches of detained individuals, their vehicles, and their immediate surroundings for weapons, contraband, currency, and other evidence.
• Apprehending, physically restraining, or working with law enforcement officials to identify or apprehend violators of state, federal, or immigration laws.
• Proficient in the use of firearms, preparing investigative reports, serving court orders (e.g., warrants, subpoenas, etc.), and gathering evidence for criminal cases prosecuted through the court system.

If you have previous or current law enforcement or military law enforcement experience, you may qualify at the GS-11 grade level.

GS-11: You qualify for the GS-11 grade level if you possess one year of specialized experience equivalent to at least the next lower grade level, with the authority granted by the state or government to enforce laws, make arrests, and investigate crimes, performing primary duties in an official law enforcement capacity such as:

• Utilizing intelligence information to track illegal operations, criminal activity, threats to our nation, and/or contraband while serving as a state, federal, or military law enforcement official.
• Leading investigations of fraud, contraband, criminal activity, threats to our nation, and/or illegal operations to determine sources and patterns while serving as a state, federal, or military law enforcement official.
• Apprehending violators of state, federal, or immigration laws by utilizing various forms of complex technology that include surveillance, detection, situation awareness systems, and/or communications equipment.

The above experience will be applied in connection with the following: Make arrests and exercise sound judgment in the use of firearms; deal effectively with people in a courteous manner in connection with law enforcement matters; analyze information rapidly and make prompt decisions; or develop and maintain contact with a network of informants.

There are no education substitutions for the GL-9 or GS-11 grade-level Border Patrol Agent opportunities.

Other Requirements:

Citizenship: You must be a U.S. Citizen to apply for this position.

Residency: You must have had primary U.S. residency (including protectorates as declared under international law) for at least three of the last five years.

Age Restriction: In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions. Candidates must be referred for selection to the Border Patrol Agent position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03. The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military) position covered by Title 5 U.S.C. 8336(c) or Title 5 U.S.C. 8412(d).

Veterans' Preference: You may also be eligible for an excepted service Veterans' Recruitment Appointment (VRA). The age restriction does not apply if you are Veterans' Preference eligible.

Formal Training: After you are hired, you will be detailed to the U.S. Border Patrol Academy in Artesia, New Mexico, for approximately six (6) months of intensive instruction in immigration and nationality laws, law enforcement, and USBP-specific operations, driver training, physical techniques, firearms, and other courses. Border Patrol work requires the ability to speak and read Spanish, as well as English. Border Patrol Agents will be provided training to become proficient in the Spanish language at the Academy.

How to Apply:

Click the Apply button on this site. You will be linked to the CBP Talent Network registration page. For Position of Interest, select Border Patrol Agent, and then complete the pre-screening questions.

You'll then receive a link(s) to the BPA Job Opening Announcements (JOAs) on USAJOBS, the federal government's official employment site, to complete your application. Be certain to review ALL details of the job opportunity announcement and follow all instructions in the application process, including items (resume, transcripts, etc.) to submit. You will be evaluated based on your resume, supporting documents, and the BPA Entrance Exam.

If you have questions about the application process, contact a recruiter through the U.S. Border Patrol page: /s/usbp.

NOTE: As a subscriber to the CBP Talent Network, you'll receive monthly emails with information about webinars, career expos, and future opportunities with CBP.

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