Senior Client Advisor Jobs in Usa

Description

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  Identify opportunities within the dynamic mid-market segment, driving targeted outreach initiatives and harnessing the momentum generated by our proactive Business Development and Marketing teams.
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  Captivate potential clients with engaging product demonstrations and persuasive sales presentations that showcase the value of Meltwater's solutions.
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  Tailor carefully crafted proposals that not only address client needs but also exceed expectations, setting the stage for lasting partnerships.
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  Serve as a trusted advisor throughout the purchasing journey, guiding prospects with confidence and clarity through solution exploration and pricing considerations.
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  Champion win-win outcomes through skilled negotiation of contract terms and pricing, ensuring alignment and satisfaction on all fronts.
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  Seize every opportunity for growth by identifying upselling opportunities and nurturing relationships beyond the initial sale, fostering loyalty and trust.
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  Thrive in a results-driven environment by consistently surpassing sales targets and securing deals at competitive price points.
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  Foster seamless integration and ongoing success by collaborating closely with internal teams, leveraging collective expertise to deliver unparalleled customer experiences.

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  A Bachelor's degree or higher, showcasing your academic excellence and providing a solid foundation for success in this role.
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  A minimum of 3-5 years of experience in business-to-business sales is required, with a strong track record of success.
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  Strong negotiation skills and the ability to effectively communicate complex value propositions, ensuring clarity and alignment with clients.
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  Proven results-oriented mindset, with a track record of consistently achieving and surpassing sales targets.
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  Ability to identify upsell opportunities and maintain ownership of accounts, driving continued growth and satisfaction.
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  Proactivity in conducting targeted outreach and lead generation activities, demonstrating initiative and resourcefulness.
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  Excellent organizational skills, including adept management of the customer purchase process and proficient negotiation of contract terms.
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  Collaborative mindset, capable of coordinating seamlessly with internal teams for successful implementation and client satisfaction.
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  Baseline knowledge of various Selling Methodologies such as SPICED, MEDDPICC, BANT, or SANDLER preferable.
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  Excellent written and verbal communication skills in English.
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  Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 3 days a week.
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  The ability to legally work in the country of hire is required for this position.

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  Flexible paid time off that allows you to have an enhanced work-life balance.
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  Excellent medical, dental, and vision options
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  401(k) matching, life insurance, commuter benefits, and parental leave plans
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  Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
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  Energetic work environment with a hybrid work style, providing the balance you need.
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  Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.
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  Base Salary of $53,000 - $71,000 USD per year + quarterly bonus subject to the terms of the applicable bonus plan + uncapped quarterly commissions subject to the terms of the applicable commission plan.
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  Total compensation range for this position: $112,500 -$150,000 USD per year. Earnings are dependent on individual sales performance.

When you'll join: February 2026

Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.

We may use AI to assist in aspects of our hiring process, such as reviewing candidate information and supporting evaluation activities. These tools are used only to assist our team through increased efficiencies. Every output continues to be reviewed by humans, and all hiring decisions are made by humans. We remain committed to evaluating candidates fairly, consistently, and in compliance with all applicable laws.

If you’re tired of chasing leads, this is your seat.

Swiss American Financial Solutions is hiring a Financial Advisor in Glendale, AZ for one reason: demand is up, and we need another strong advisor in the room—running meetings, building plans, and helping families retire with clarity.

This is not a “go build a book from scratch” role. You’ll spend your week doing the part of the job that actually matters: meeting with people, earning trust, and delivering a written plan.

Compensation

Base Salary + Commissions (%) + Bonuses

What You Get Here

• A calendar built around qualified retirement-focused appointments (supported by Swiss American Financial Solutions’ marketing/outreach)
• A documented planning flow you can follow—so you’re not reinventing the wheel every meeting
• The ability to implement solutions across investments, annuities, and life insurance based on client needs
• A team that supports implementation so you can stay focused on advice, recommendations, and relationships

What You’ll Do

• Lead discovery and retirement planning conversations (typically ages 50–75)
• Turn client goals into a clear written plan with recommendations they understand and trust
• Present, close, and implement solutions aligned to the client’s best interest
• Build long-term relationships and become “their advisor,” not a one-time transaction
• Execute Swiss American Financial Solutions’ process consistently to deliver a first-class experience

Required Qualifications

• Active Life & Health Insurance License
• Series 65 or 66
• Proven consultative sales ability (you can guide a decision without being pushy)
• Strong communication and presence with retirement-aged clients
• Prior client-facing planning experience strongly preferred

Who This Role Is For

You’re coachable, professional, and you take pride in doing real planning. You want support, structure, and steady opportunity—so your income is driven by performance, not prospecting.

If you’re ready to spend your time advising—not hunting—apply to Swiss American Financial Solutions.

Swiss American Financial Solutions is an equal-opportunity employer.

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Service Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Engineering | Environmental | Sustainability | and Human Capital. We help forward-thinking clients solve problems and improve operations.

Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies. Our solution-centric services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value.

ProSidian clients represent a broad spectrum of industries including but not limited to Aerospace And Telecommunications | Consumer Products, Services, And Retail | Development And Sustainability | DOD/Military | Energy, Resources, & Industrials | Financial Services | Government & Public Services | Information Technology, Media, And Telecommunications | Life Sciences & Health Care | Manufacturing And Operations | Nuclear and Environmental | Professional Services, etc.

ProSidian Seeks a HR Compensation Senior Consultant (HRC4) to support an engagement for a federal financial regulatory agency and one of two agencies that supply deposit insurance to depositors in American depository institutions. This agency supplys deposit insurance to depositors in American commercial banks and savings banks. This Banking, Financial Services, and Insurance Sector Role is a Senior Consultant Labor Category Position located at or near CONUS - Washington, DC (Remote).

This service supports Banking, Financial Services, and Insurance Sector Clients (For Present / Future Requirements) and ProSidian Team Members work as part of a Engagement Team Cadre (Labor Category: Senior Consultant) to fulfill T&M - Time and Materials (T&M) requirements and to provide Employee Compensation, Pay for Performance, and Classification Consulting Services on behalf of a federal financial regulatory agency and other Federal Government clients with services required to include support from experienced consulting for review and evaluation of compensation programs; including classification, exemption status under the Fair Labor Standards Act, salary structures, locality pay, pay setting, pay for performance, pay equity, job analysis, premium pay, variable pay, and rewards. The ProSidian Engagement Team works to evaluate Federal Client's current compensation policies, programs, and practices for effectiveness in attracting, retaining, and motivating the high-caliber talent required to fulfill its mission. Members of The ProSidian Engagement Team are expected to provide expertise principally in the areas of compensation and classification - Services focus primarily on Employee Compensation, Pay for Performance and Classification Consulting Services.

We aspire to build and enhance an exceptional and diverse team of high-achievers who always put mission and the spirit of service first. This position aligns with functional/technical service requirements and client engagements in the Banking, Financial Services, and Insurance Client Industry Sector - Financial Services: Building The Future Of Financial Services With Forward Thinking Solutions.. HR Compensation Senior Consultant (HRC4) Candidates shall work to support requirements for HR Compensation Functional Area Services and shall work as a HR Compensation Senior Consultant (HRC4) and

PARTICIPATE IN FUNCTIONAL / TECHNICAL ROLE BASED RESPONSIBILITIES AND SUPPORT RELATED TO:

• Research Of HR Programs: Research of human resources programs offered by exemplary public and private sector organizations, specifically related to compensation, pay-for-performance, total rewards, and classification.
• Review/Assessment Of Current Compensation Policies: Review and assessment of The Client's current compensation policies and practices based on relevant criteria (e.g. Federal regulations, industry best practices, professional guidelines, Corporation objectives).
• Analysis And Comment On Best Practices Proposals: Analysis and comment on proposals, providing alternatives based on identified best practices or \"next\" practices. Preparation of cost-benefit analyses of proposed changes to existing programs and development of new programs.
• Design And Development Of Compensation Programs Recommendations For Modifications: Design and development of recommendations for modifications to the The Client's compensation programs or initiation of new programs, including strategies for maximizing use of automated technologies to improve customer service, operating systems, and program efficiency.
• Presentation Of Recommendations For Changes To Existing Programs: Presentation of recommendations for changes to existing programs and creation of new programs that meet The Client's strategic plan and support its corporate values and goals.
• Development Of Implementation Strategies And Project Plans: Development of implementation strategies and project plans and assistance in the development and execution of revised or new programs, including revision of policies and standard operating procedures to reflect programmatic changes.
• Development, Implementation, And Evaluation Communication And Education Strategies: Development, implementation, and evaluation of The Client's (nationwide) communication and education strategies, vehicles and documents to ensure that employees and human resources staff understand the programs.
• Designing, Conducting, Administering Surveys: Designing, conducting, administering, compiling, analyzing and summarizing and disseminating surveys comparing The Client's compensation and classification policies and programs to other FIRREA agencies and federal financial regulators, other Federal and public sector organizations, and the private sector.
• Collecting Data By Electronic And Web-Based Methods: Collecting data by electronic and web-based methods. Publishing in electronic and hardcopy, the survey results and disseminating to survey participants.
• Consulting To Senior Management Officials: Consulting to senior management officials during collective bargaining and other labor- management initiatives in preparation for development of, and during the administration of, a negotiated multi-year Compensation Agreement. Meeting periodically with The Client's and, at The Client's request, union representatives to review financial and program design issues. Preparation of financial exhibits, agenda, summaries of issues, cost analyses, and opinion papers. Serving as a technical expert on compensation and classification during the The Client's collective bargaining process. Costing and issuing analysis of union proposals during course of negotiation.
• Advising The Client's On Legislative And Regulatory Changes: Advising The Client's on legislative and regulatory changes that may affect The Client's programs. Incorporating legislative and regulatory changes in recommendations.
• Writing Or Reviewing Of Job Descriptions, Performing Job Analysis And Evaluation: Writing or reviewing of job descriptions, performing job analysis and evaluation of The Client's positions and reviewing evaluations performed by The Client, as requested. Determining jobs' exemption status relative to the Fair Labor Standards Act, as administered by the U.S. Office of Personnel Management and defined in the code of federal regulations. Meeting with The Client's management, employees and/or their representatives, as needed to gather information needed to evaluate positions, or to explain the methodology and support decisions. Preparing oral and written depositions and testimony and representing the The Client's in person or in writing, if needed, to explain the methodology and to support the evaluations in internal and external review processes, including appeals, grievances, arbitration, or legal action.
• Providing Consulting Services, Including Analysis, Benchmarking, Program Design: Providing consulting services, including analysis, benchmarking, program design, development and implementation as needed for ad hoc requests. Preparing opinion/white papers, cost-benefit analyses, and special reports addressing specific human resources issues.
• Provide Communication Plans And Change Management Strategies: Provide communication plans and change management strategies to ensure successful implementation of any new programs and initiatives resulting from above recommendations.

TEAM PROSIDIAN PERSONNEL SHALL HAVE EXPERIENCE IN THE FOLLOWING:

• Expertise and experience in designing, developing, implementing, communicating, administering and evaluating human resources programs, with emphasis in compensation and classification in large (i.e., over 4,000 employees) geographically dispersed organizations with a technical, multi-faceted mission of national scope.
• Demonstrated successful experience in designing and implementing innovative private and public sector compensation and pay for performance programs, and/or expertise in a unionized environment.
• Experience in job analysis and evaluation, with expertise in making accurate Fair Labor Standards Act (FLSA) exemption determinations, and demonstrated ability to successfully defend those decisions to employees, management, and/or outside parties.
• Expertise in state-of-the art compensation, pay for performance, and awards programs, with the ability to tailor such programs to a public-sector regulatory/operational organization.
• Knowledge of existing laws and regulations pertaining to the federal compensation, classification, performance, and recognition programs, and to the federal financial regulatory agencies.

SENIOR CONSULTANT ENGAGEMENT TEAM MEMBER QUALIFICATIONS:

• Expert knowledge of and extensive experience in classification, FLSA determinations, developing and/or implementing job evaluation programs, including development and writing of job descriptions, job analysis and job evaluation methodology, ensuring sound and fair application of evaluation methodology, explaining and defending the results during internal and external review.
• BS in business administration, human resources or other related field and a minimum of seven (

Ares Management Corporation (\"Ares\" or the \"Firm\") is a publicly traded, leading global alternative asset manager with approximately $572 billion of assets under management (\"AUM\") and approximately 4,100 employees. We seek to deliver attractive returns across each of our strategies and believe our investment groups are market leaders based on assets under management and investment performance. Our distinct but complementary teams have the ability to invest across a company's capital structure, from senior debt to common equity. The Firm was built upon the fundamental principle that each group benefits from being part of the broader platform. We believe the synergies from this multi-asset strategy provides our professionals with insights into industry trends, access to significant deal flow and the ability to assess relative value.

Since our inception in 1997, we have adhered to a disciplined investment philosophy that focuses on delivering compelling risk-adjusted investment returns throughout market cycles. We believe our growth in becoming one of the largest alternative asset managers is a testament to our experienced management team, our focus on performance and our high-quality investor base, which includes large pension funds, university endowments, sovereign wealth funds, banks and insurance companies.

Ares is currently searching for a highly motivated, diligent teammate to join as a full time Associate in our Ares Insurance Solutions (\"AIS\") Strategy Group. AIS is our dedicated, in-house team that seeks to provide asset management, origination, risk analytics, capital, and M&A services to insurance clients globally. The team currently manages ~$25Bn of AUM across a broadly diversified asset portfolio and is the investment manager, capital solutions provider and corporate development partner to Aspida, a leading U.S. life and annuity insurance and reinsurance company.

The AIS Strategy Group consists of investment professionals working directly with the heads of AIS and leaders across Ares to source, evaluate and implement upon our highest priority growth initiatives. Projects led by this group include management company acquisitions, minority investments, strategic partnerships, global expansion, and business development.

The group seeks to strategically deploy Ares, Aspida, and third-party capital in accretive opportunities that enhance our current capabilities and / or expand our product offerings. The Associate will provide support for the sourcing, evaluation and execution of potential new pivotal initiatives for Ares Management and AIS. Key role responsibilities include:

• Performing detailed financial and market analysis that forms the basis for decisions on investments of the firm
• Preparing complex excel financial models
• Screening new investment opportunities
• Preparing investment committee memos and board presentations
• Analyzing investment performance including maintaining and updating financial models as well as keeping track of relevant current market activities
• Assisting in investment closings and diligence
• Supporting strategic projects for new business development initiatives across the AIS and the firm
• Additional duties include providing direct support as deemed necessary by senior management

• Bachelor's degree in Finance, Accounting, Economics, Mathematics or related field (MBA or CFA a plus)
• 2 - 4 years of relevant investment banking, consulting, or principal investing preferably with focus on asset management / financial services or insurance
• Impeccable integrity and trustworthiness. The AIS Corporate Strategy Group is often required to work with sensitive information and a candidate must be willing and able to handle this information appropriately
• Self-motivated with the ability to set priorities, multitask, and monitor own workload to meet deadlines
• High level of attention to detail
• Strong analytical skills and the ability to work well with limited supervision
• Private equity caliber drive and ability to work effectively in a collegial, fast moving, demanding, and dynamic environment
• Creative problem solver
• Strong interpersonal and communication skills
• Highly proficient in Excel, PowerPoint and Word

The anticipated base salary range for this position is $180,000.00 - $200,000.00. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute merchandise sets and support replenishment and visual standards according to Sephora at Kohl's standards.

• Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products.
• Demonstrate credibility to the client through knowledge of products and beauty trends.
• Inspire clients through demonstrating products and application of products to drive sales.
• Actively engage and complete all required training to expand knowledge.
• Execute and maintain all Sephora visual merchandising and operational standards, including merchandise sets, tester maintenance and department cleanliness and hygiene standards.
• Support omni-processing within the department.
• Support inventory management from receipt to sale, including freight processing, back stocking, replenishment, inventory counts and price changes.
• Support visual elements of the department and communicate missed or damaged product/fixtures to the supervisor.

All associates are responsible for:

• Acting with integrity and honesty and fostering teamwork in an engaged and inclusive culture.
• Exercising good judgment and discernment when making decisions; taking appropriate partners as needed.
• Supporting and executing safety and shortage reduction programs following company guidelines.
• Accomplishing multiple tasks within established timeframes.
• Following company policies, procedures, standards and guidelines.
• Maintaining adherence to company safety policies for the safety of all associates and customers.
• Receiving, understanding and proactively responding to direction from leaders and other company personnel.
• Other responsibilities as assigned.

Required:

• Authentic passion for beauty.
• Client-facing retail or service industry experience.
• Excellent written and verbal communication skills with the ability to influence in a clear and concise manner.
• Flexible availability to work days, nights, weekends and holidays.

The requirements listed below are representative of functions you will be required to perform, however you may be required to perform additional functions. Kohl's may revise this job description at any time. To perform this job successfully, you must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, absent undue hardship.

• Ability to perform the accountabilities listed in the \"What You'll Do\" Section.
• Ability to satisfactorily complete company training programs.
• Ability to comply with dress code requirements.
• Basic math and reading skills, legible handwriting, and basic computer operation.
• Ability to operate and communicate on multiple frequency devices, handheld scanners, and other technology equipment as directed.
• Ability to maintain prompt and regular attendance and meet scheduling requirements as set by the company.
• Perform work in accordance with the Physical Requirements section.

Physical Requirements:

• Must be able to lift up to 50 lbs. frequently and occasionally over 50 lbs. with a two person lift.
• Ability to climb, squat, stoop, kneel, crouch, bend, twist, reach, lift, grasp, push and pull on a frequent basis.
• Ability to stand/walk for the duration of a scheduled shift (up to 8 hours).
• Ability to visually verify information and locate and inspect merchandise.
• Ability to comply with health and safety standards.

Pay Starts At: $13.30

As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach. You will maintain expert knowledge of top beauty brands, execute merchandise sets, replenishment and visual standards according to Sephora at Kohl's standards and ensure an excellent overall client experience.

What You'll Do

• Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products
• Develop and expand knowledge of the beauty industry
• Provide credibility to the client through knowledge of products and beauty trends
• Inspire clients through demonstrating products and application of products
• Understand and execute the sales plans to support and meet goals
• Execute and maintain all Sephora visual merchandising and operational standards, including merchandise sets, tester maintenance and department cleanliness and hygiene standards
• Ensure timely and consistent sales floor replenishment to drive sales and enhance the customer experience
• Actively engage and complete all required training to expand knowledge
• Support omni-processing within the department
• Support inventory management from receipt to sale, including freight processing, back stocking, inventory counts and price changes

All associates are responsible for:

• Acting with integrity and honesty and fostering teamwork in an engaged and inclusive culture
• Exercising good judgment and discernment when making decisions; taking appropriate partners as needed
• Supporting and executing safety and shortage reduction programs following company guidelines
• Accomplishing multiple tasks within established timeframes
• Following company policies, procedures, standards and guidelines
• Maintaining adherence to company safety policies for the safety of all associates and customers
• Receiving, understanding and proactively responding to direction from leaders and other company personnel
• Other responsibilities as assigned

What Skills You Have

• Authentic passion for beauty
• Client-facing retail or service industry experience
• Excellent written and verbal communication skills with the ability to influence in a clear and concise manner
• Availability to work days, nights, weekends and holidays

Essential Functions

• Ability to perform the accountabilities listed in the \"What You'll Do\" Section.
• Ability to satisfactorily complete company training programs.
• Ability to comply with dress code requirements.
• Basic math and reading skills, legible handwriting, and basic computer operation.
• Ability to operate and communicate on multiple frequency devices, handheld scanners, and other technology equipment as directed.
• Ability to maintain prompt and regular attendance and meet scheduling requirements as set by the company.
• Perform work in accordance with the Physical Requirements section.

Physical Requirements

• Must be able to lift up to 50 lbs. frequently and occasionally over 50 lbs. with a two person lift.
• Ability to climb, squat, stoop, kneel, crouch, bend, twist, reach, lift, grasp, push and pull on a frequent basis.
• Ability to stand/walk for the duration of a scheduled shift (at least 8 hours).
• Ability to visually verify information and locate and inspect merchandise.
• Ability to comply with health and safety standards.

Pay Range: $19.60 - $27.45

Kohl's offers a variety of benefits to associates depending on full-time/part-time status and work hours, including: WORK LIFE BALANCE (PTO, Vacation Buy Program, Parental Leave), HEALTH & WELLNESS (Medical, Dental, Vision and other short and long term disability programs, Emergency health and wellness programs such as Accident Protection Plans, Critical Illness Plans and more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you, your family or your pet, as well as other protection programs), and LIFE EVENTS (Legal and adoption assistance benefits).

Under general direction, uses extensive knowledge and skills obtained through education and experience to conduct comprehensive audits, including Sarbanes Oxley and operational audits, and develop risk profiles of assigned processes within a functional area for Raymond James Bank. Leads the work of others to conduct audits with smaller scope and complexity. Participates in large or multiple audit projects with significant scope and impact. Works independently on difficult assignments that are broad in nature and that require originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Recommends process improvements for internal audit processes and procedures in order to improve internal controls. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. Maintains extensive contact with internal customers and management to identify, research, analyze and resolve complex issues.

Responsibilities:

• Drive ongoing audit coverage of assigned functional audit area by developing audit programs.
• Propose audit objectives, scope, procedures and internal control reviews to ensure compliance with policies and procedures.
• Participate in audit engagements from the planning stages to the reporting stages.
• Produce quality deliverables in accordance with both department and professional standards.
• Partner with colleagues and stakeholders to evaluate, test and report on the adequacy and effectiveness of management controls.
• Finalize audit findings and provide an overall report on the control environment.
• Communicate audit findings to management and identify opportunities for improvement of the design and effectiveness of key controls.
• Build and maintain key relationships with stakeholders to establish a culture of engagement while adding value.
• Implement and execute an effective program of continuous monitoring for assigned audit areas.
• Monitor key metrics to identify control issues and adverse trends.
• Stay current with evolving industry and regulatory changes that impact the business.
• Performs other duties and responsibilities as assigned.

Knowledge of:

• Fundamental concepts, practices and procedures of auditing and risk assessment.
• Fundamental concepts of financial markets and products.
• Fundamental concepts of finance and accounting.
• Operational risks and related controls of regulations.

Skill in:

• Sharing information, supporting colleagues and encouraging participation.
• Assessing the probability and impact of an internal control weakness.
• Planning, organizing and conducting audits.
• Identifying key business processes.
• Identifying and documenting risk management issues.
• Testing key controls within business processes.
• Preparing written reports and delivering oral presentations.

Ability to:

• Build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
• Multi task, complete projects on time and within a budget, and adapt to changing priorities.
• Demonstrate enthusiasm, self-motivation, and effectiveness under pressure.

Education/Previous Experience:

• Bachelor's Degree in Business Administration, Finance, or Accounting and a minimum of three (3) years of experience in the financial services/banking industry.
• OR ~
• Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications:

• CIA or CPA Certification(s) preferred.

Education:

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience:

General Experience - 3 to 6 years

Certifications:

Travel:

Less than 25%

Workstyle:

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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