Senior Client Advisor Jobs in Usa

Private practice with no doors and no overhead.

BetterHelp is one of the world’s largest online therapy platforms for mental health professionals who want to focus on client care — not admin or overhead. You provide the expertise. We handle the rest.

Why Join BetterHelp

• New hourly compensation. 33% increase in base compensation when working with insurance clients.
• $650 Health Benefit Stipend: Eligibility for the Health Benefit Stipend requires a continuous commitment of 30 hours a week
• No insurance headaches. No clawbacks. No payment delays. We handle everything — you get paid weekly for every session. Ai documentation.
• Increase Caseloads: 70% of clients use insurance, helping you build and sustain a strong caseload.
• $500 first client bonus* — Earn when you see your first insurance client within 30 days of applying.
• Therapist Perks Program: Exclusive discounts and perks on clinical tools, professional resources, and wellness benefits.

Additional Benefits

• Work from the comfort of home (fully remote)
• Flexible schedule – you set your own hours.
• Free access to 390+ CEU courses
• Free BetterHelp membership for self-care
• Insurance + cash-pay clients available
• Additional bonuses & incentives for high performers
• Zero overhead: No fees are collected from the therapist, ever.
• Autonomy over clinical decisions
• Access and connect with our community of over 30,000 therapists.

We’re Looking For

• LCSW, LPC, LMFT, LMHC, Licensed Professional Counselor, or Psychologist / PsyD
• Experienced Mental Health Therapist or Counselor with a passion for helping adults, couples, or teens.

Requirements:

• 3+ years of mental health counseling experience
• Master’s or Doctorate in Counseling, Psychology, Social Work, or Marriage & Family Therapy
• Fully independent license (LCSW, LPC, LMFT, LMHC, etc.) and can provide therapy without supervision.
• U.S. residency, private workspace, reliable internet, and liability insurance
• A private and professional environment for conducting sessions.
• Excellent written communication.
• Must have professional liability insurance.
• Reliable Internet connection.
• Currently residing in the US.

NOTE: Unfortunately, if you are an intern or if you require supervision to provide therapy services, you cannot be a provider on BetterHelp at this time. Also, we are unable to accept substance abuse counselors, school counselors, registered nurses, career counselors, Christian counselors, and business coaches (unless they have an additional license as a mental health counselor).

*The use of the word “bonus” refers to an incentive provided to independent contractors. It does not imply an employment relationship nor entitle any independent contractors to employee benefits. Bonuses vary state to state and are subject to changes and certain requirements must be met to qualify for bonuses.

Financial Advisor

You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.

Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.

Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.

Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.

In this role, you will:

• Build and maintain strong client relationships
• Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
• Develop new business and contribute to firm growth
• Deliver a high-touch, personalized planning experience
• Work alongside the team to support long-term client outcomes and firm expansion

Required Qualifications

• Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
• Active licensing appropriate to the role
• Strong communication and relationship-building skills
• Ability to develop business and generate revenue
• Confidence leading client meetings and presenting recommendations

Preferred Qualifications

• Experience working with retirement-focused clients
• Insurance and advisory background
• Existing network or ability to build relationships in the market
• Holistic planning mindset
• Ability to run workshops

If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.

School Counselor

Hiring for 2026-2027 School Year, 12-month position

Boca Prep International School is seeking a School Counselor to join our team. The ideal

candidate should be someone who prioritizes the overall well-being and social-emotional

nature of every student while promoting the development of young people to contribute

proactively to the ongoing work towards a better world.

Founded in 1997, Boca Prep has been providing a student-centered, college-preparatory,

International Baccalaureate (IB) education for students in preschool through 12th grade as

an independent school. The school was IB authorized in 2009 and became an IB World

School in 2016, offering all three programs of the International Baccalaureate, as well as

extracurricular activities, community service, performance programs, and the performing

arts, all emphasized alongside the highest expectations for academic engagement and

attainment. With over 50 countries represented in our student body, Boca Prep has

developed its own community with an international perspective. With small class sizes and

an experienced, caring faculty, we help students become lifelong learners and global

citizens.

Boca Prep is an International Education Systems (IES) school. Students and faculty from IES

schools are members of a worldwide network of international schools that collaborate,

share expertise, and facilitate cultural and linguistic exchanges. IES schools focus on the

individual student through small classes, mentoring, and a personalized learning system. IES

schools stress internationalism, whether through IB programmes or national programmes

that include an emphasis on internationalism, privilege language learning as a key skill in a

globalized world, promote academic rigor, stress the development of character,

self-discipline, and learning how to learn, and are flexible about the distinctive needs of the

different societies and communities that they serve.

The position of the School Counselor:

The counselor is responsible for the overall social and emotional well-being and success of

all students. The tasks under this role include, but are not limited to:

School Counselor

● Provide short-term, solution-focused counseling to students and families seeking

support.

● Understand and be guided by the ASCA Ethical Standards for School Counselors.

● Provide crisis intervention, including assessment and clinical support during

emergencies (e.g., risk of harm to self or others, mandated reporting situations).

● Provide regularly scheduled in-class guidance lessons for all grade levels, as

appropriate.

● Request and review current student accommodations and IEP plans, and

communicate accommodations to all teachers.

● Set regular meetings to monitor student behavior, convene the student support

team, and communicate with the student’s family.

● Participate in meetings with faculty to support students who exhibit social-emotional

behavioral issues or whose enrollment status may be in jeopardy.

● Provide conflict mediation between students, faculty, and parents for specific issues,

as appropriate.

● Collaborate with divisional leadership to host restorative circles.

● Facilitate group counseling sessions that are responsive to students' needs.

● Provide faculty consultation and student observations.

● Meet with students of concern as needed. Document the meeting, follow up with

parents, and inform school administrators and faculty of all student concerns as

necessary.

● Manage and document counseling cases with professionalism and confidentiality,

including follow-ups and case notes.

● Offer referrals and coordinate access to outside mental health professionals and

community-based resources, based on counselor assessment and family needs.

● Other duties as assigned.

College Counselor

● Own all aspects of the college counseling process for Boca Prep students, including,

but not limited to:

○ Assist students with finalizing college applications prior to the early

action/early decision deadline of senior year.

○ Hold regular workshops to help seniors have a successful college transition.

○ Assist students with registering for College Board tests.

○ Stay abreast of trends related to college admissions by attending webinars,

counselor calls, counselor fly-ins, conferences, and other professional

development opportunities.

○ Support students with their college applications, including their college

essays.

○ Write letters of recommendation for students as needed.

○ Host parent workshops/seminars to explain the college admissions process.

○ Schedule and coordinate on-site college visits at Boca Prep, and advocate for

Boca Prep students with college admissions officers during university visits.

○ Maintain a spreadsheet of all seniors from January to graduation, and bring

forward any concerns about progress to the administration.

○ Teach up to two sections as needed.

School Registrar

● The school registrar will be responsible for maintaining all student transcripts and

records, as well as data entry. The tasks under this role include, but are not limited

to:

○ Conduct enrollment verification (course audits under state standards).

○ Register all new students and maintain registration records on all current

students.

○ Conduct student registration meetings to develop course requests for master

scheduling.

○ Ensure that all students have completed the expected coursework upon

enrollment and that current students are progressing along the expected

course trajectory.

○ Communicate with new families if their child requires additional coursework

prior to being admitted to Boca Prep.

○ Maintain all student academic records/cumulative folders.

○ Prepare and distribute progress reports and report cards to families by

specified dates.

○ Process transcripts upon request.

○ Complete school transfer and withdrawal requests.

○ Other duties as assigned.

Qualifications

● Bachelor's degree in school counseling, psychology, guidance, education, or a related

field. Master's degree preferred.

● Three years of successful school counseling experience in an independent school

setting. IB experience preferred.

● A high degree of professionalism, collegiality, and personal conduct both in and

outside of school.

● Effective collaborator with the ability to thrive in a one-person counseling team.

● Proficiency with educational software and technology, including knowledge of

Google Suite.

● Demonstrates a genuine interest in actively participating in the wider Boca Prep

community beyond regular school hours.

● Big-picture thinker with a keen eye for detail.

● Ability, willingness, and judgment to interact and communicate effectively and

positively with all constituents in a school environment.

● Comfortable with ambiguity and change inherent in a school environment;

willingness to adapt and pivot as needed.

● Exhibits a high level of professionalism, respectful collaboration, and exemplary

personal behavior both on and off campus.

● Possesses the discretion, communication skills, and interpersonal awareness to

engage positively with all members of the school community.

● Capable of navigating the dynamic nature of a school setting with flexibility and a

readiness to adjust as circumstances evolve.

● Shows passion and dedication to supporting the School’s mission and vision.

● Commitment to continuous professional growth and development.

● Willingness to be involved in the life of the school.

● Proficiency in the Google Suite (Docs, Sheets, Drive, etc.) is required.

● Excellent verbal, written, and presentation communication skills.

● Preferred: Bilingual or multilingual abilities.

The compensation package includes a full range of employee benefits.

Boca Prep provides a

competitive salary aligned with an individual’s experience and qualifications. Qualified

candidates should send a resume/CV, a letter of interest, and salary expectations to Chuck

Maddox, Head of School:

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

Location: Remote (U.S.) or Hybrid from Chicago, Boston, or South Bend hubs
Travel: Up to 25%

Position Overview: Patient Experience Advisor

As a Patient Experience Advisor, you will serve as a strategic partner to our clients, owning the day-to-day relationship focused on driving meaningful improvements in patient experience. You'll bring a deep understanding of the healthcare landscape-including key trends, challenges, and priorities-and use that knowledge to guide clients toward impactful solutions.

In this role, you'll collaborate cross-functionally with internal teams and client stakeholders to align on strategy, identify opportunities, and implement support processes that advance the client's patient experience goals. You'll leverage data analytics, industry best practices, peer networking, and Press Ganey's proprietary programs to deliver proactive insights that inform client decision-making.

Job Responsibilities include:

• Lead the day-to-day execution of client improvement strategies, ensuring seamless coordination across Press Ganey support teams.

• Develop a deep understanding of client stakeholder challenges and priorities, and align Press Ganey's solutions and insights to support strategic decision-making.

• Deliver both on-demand and proactive improvement support, leveraging analytics and thought leadership to demonstrate Press Ganey's differentiated value.

• Collaborate cross-functionally with internal teams-including consulting, marketing, data science, and knowledge management-to create and adapt innovative resources such as toolkits, blogs, case studies, and scalable insights tailored to key stakeholders.

• Partner with Application Support Specialists to ensure timely and strategic follow-through that aligns with each client's patient experience (PX) strategy.

• Work closely with product, technology, and delivery teams to identify emerging market trends and inform future solution development.

• Coordinate and present regular client performance reviews in partnership with the Managing Director.

• Lead and support industry programs, webinars, online communities, and events that foster client networking and reinforce Press Ganey's value proposition.

• Collaborate with the Growth team to identify client needs and opportunities for improvement, delivering best practice recommendations that drive measurable impact.

• Experience: 5+ years in healthcare, with a strong focus on patient experience improvement initiatives.

• Expertise: In-depth knowledge of Hospital CAHPS (HCAHPS) and Clinician & Group CAHPS (CG-CAHPS), & Medical Practice required.

• Skills: Exceptional interpersonal, communication, and presentation skills, with a polished executive presence.

• Analytical Ability: Strong grasp of improvement methodologies, data analytics, and industry best practices.

• Mindset: Passionate about patient experience, proactive in problem-solving, and committed to follow-through.

• Adaptability: Comfortable in a fast-paced environment with the ability to manage multiple priorities.

• Travel: Willingness to travel up to 25% for client engagements.

• Bachelor's degree required.

To work #BetterTogether, we embrace a hybrid model for team members located near our hubs in Chicago, South Bend, or Boston. We gather in-office three days a week (Tuesday-Thursday), with remote flexibility on other days. This schedule may adjust based on travel needs.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $81,000 - $115,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

• 
  
• Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  
• Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  
• Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  
• Markets the firm and develops its reputation with referral sources and the community.
  
• Attracts new clients to the firm.
  
• Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
  
• Supervises the work of other advisors and administrative support.
  
• Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  
• Develops and maintains internal and external Center of Influence (COI) relationships.
  

• 
  
• Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
  
• Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  
• Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  
• Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  
• Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  
• Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  
• Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  
• Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  
• Researches new investment products and vendors.
  
• Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  
• Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  
• Advises clients on appropriate financial products in the context of their plans.
  

• 
  
• Wealth Analysts and Financial Advisors, if applicable.
  

• 
  
• Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics
  
• Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  
• Holds appropriate advisory licenses as required by the SEC and state agencies
  
• Completion of CFP program and examination
  
• Brings a minimum of five years and a median of seventeen years of experience in the role
  
• PC, phone system, general office equipment
  
• Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  
• Strong verbal and written communication skills and strong interpersonal skills
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as an employer of choice
  
• Basic knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  
• Strong leadership and delegation skills
  

Benefits:

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

Our client, a medium-heavy duty truck manufacturer, is seeking a Senior Manufacturing Business Controller to join their team in Dublin, VA.

The mission of the Senior Manufacturing Business Controller (Senior MBC) is to support financial processes and operations are aligned with company profitability goals and global manufacturing strategies.

The Senior Manufacturing Business Controller (Senior MBC) plays a pivotal role in the financial strategy, governance, and performance management of the plant. You will guide business decisions, drive cost competitiveness, and support long-term manufacturing strategy.

In addition, you will act as a trusted partner to manufacturing teams, leveraging your expertise to optimize cost control and ensure compliance with internal financial policies.

Responsibilities:

• Lead complex financial modeling, including make-versus-buy assessments, capacity planning, and scenario analysis.
• Champion continuous improvement initiatives related to financial processes, automation, reporting efficiency, and cost transparency.
• Mentor and guide junior controllers or analysts, sharing best practices and building capability within the finance function.
• Evaluate manufacturing KPIs such as productivity, efficiency, scrap, throughput, and continuous improvement outcomes.
• Providing critical financial analysis and reporting for truck manufacturing costs, including forecasting and variance analysis.
• Provide actionable insights that influence major decisions in production planning, investment strategy, cost deployment, and optimization projects.
• Ensure CAPEX decisions support long-term manufacturing competitiveness and operational needs.
• Support financial governance, ensuring alignment with corporate strategy and manufacturing objectives.
• Serve as the primary financial advisor to senior plant leaders, providing forward-looking analysis and decision support
• Managing and analyzing key manufacturing cost systems, such as SAP, and generating insights to improve cost efficiency.
• Conducting monthly closing activities, including journal entries, account reconciliations, and financial adjustments.
• Delivering clear, actionable reports to management to support strategic decision-making and operational excellence.
• Ensuring compliance with Financial Procedures, internal controls, and audit requirements.
• Driving collaboration across functions to enhance financial processes and achieve profitability targets.

Requirements:

• Bachelor’s degree in accounting, finance or equivalent experience required. MBA, CPA, or CMA preferred.
• 7-10+ years of experience in manufacturing finance, cost accounting, or business control.
• Proficiency in SAP Financial Systems, MS Office (Excel, PowerPoint), and analytical tools; Power BI/Power Automate experience is an advantage.
• Deep expertise with SAP FI/CO, manufacturing cost systems, and financial modeling.
• Advanced skills in MS Office, analytics tools (e.g., Power BI), and automation platforms.
• Demonstrated experience partnering with senior operational leadership.
• Strong understanding of production flow, cost drivers, lean manufacturing, and operational KPIs
• Manufacturing environment experience preferred.

Key Competencies:

• Strategic thinker with strong business acumen and ability to influence decisions.
• Exceptional analytical capability with high accuracy and attention to detail.
• Strong leadership, communication, and interpersonal skills.
• Ability to manage complexity and provide clarity in a fast-paced manufacturing environment.
• Continuous improvement mindset and passion for driving financial and operational excellence.

The Beauty Advisor will be responsible for interacting with clients and providing an elevated client experience. This individual has a strong desire to sell and uses their working knowledge of the beauty business as well as the many services and tools offered to obtain and grow their business. The Beauty Advisor utilizes this knowledge to provide clients with personalized assistance to enhance their shopping experience and reach set goals.

Who You Are:

• Generates a variety of approaches to problem solving new and novel ideas
• Actively collaborates and contributes to a positive and inclusive team dynamic
• Constantly looking for opportunity to improve the way things are done
• Demonstrates comfort in flexing all communication styles and establishes positive interpersonal relationships
• Has a good sense of timing, is a good listener, and can get cooperation with little disruption

You Also Have:

• Minimum 1 year retail experience, within the Beauty industry
• Previously demonstrated successful sales experience, achieving or exceeding goals
• Ability to learn and utilize online clienteling tools and software and are comfortable using social media and technology.

As The Beauty Advisor, You Will:

• Focus on achieving and exceeding individual Cosmetic sales goals, event sales goals, and department daily & monthly sales goals
• Provides a dynamic service presence to each location
• Skilled at asking appropriate questions to identify a client's needs in order to effectively provide them guidance or directions
• Actively participate on social media; Instagram, etc. to grow your personal brand and business
• Demonstrate professional make-up and treatment consultation and application
• Maintain a consistent high level of service by creating and developing excellent client relationships as the brand expert and department representative
• Cross sell beyond one line to drive results and build the client's basket
• Thoroughly knowledgeable on all in-store services and proactively offers the appropriate service to a client to further personalize and enhance their shopping experience
• Maintain a positive image as a liaison between the company and Account Executives
• Utilize online clienteling resource tool to record and maintain client information and preferences to drive your business
• Focus all efforts on providing an exceptional client experience from approach, to application, to closing the sale and following up with the client
• Maintain counter standards by ensuring a clean, tidy and welcoming space
• Ad hoc responsibilities as needed

Your Life and Career at SFA:

• Be a part of a team of disruptors focused on stores and redefining the luxury experience.
• Exposure to rewarding career advancement opportunities, from retail to supply chain, to digital or corporate
• A culture that promotes a healthy, fulfilling work/life balance
• Benefits package for all eligible full-time Associates (including medical, vision and dental)
• An amazing Associate discount

Salary and Other Compensation:

The starting hourly rate for this position is between $19.26-25.68 per hour. Factors which may affect starting pay within this range may include market, skills, experience and other qualifications of the successful candidate. This position is eligible for commissions in accordance with the terms of the Company's plan. The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance).

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

SFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, SFA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SFA welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used.

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• Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
  
• Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
  
• Monitor transactions for completion and accuracy.
  
• Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
  
• Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
  
• Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
  
• Coordinate and prepare tax-related payments information with clients and outside professionals.
  
• Provide information to Fiduciary Officers for client meetings.
  
• Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
  
• Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
  
• Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

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• Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
  
• 3+ year's personal trust relationship management or related experience.
  
• Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
  
• Client-centered focus with excellent strategic thinking and consultative skills.
  
• Strong organizational, multi-tasking and prioritizing skills.
  
• PC, phone system, general office equipment.
  
• Proficiency with Microsoft Office applications.
  
• Ability to maintain strict confidentiality.
  
• Ability to effectively promote Nicolet as bank of choice.
  
• Self-motivated and resourceful.
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays