Trigonometry Formulas With Examples Jobs in Usa

Job Title: Product Development Admin I

Location: New York, NY

Contract duration: 9 Month contract with potential for extension or conversion

Job Summary

We are seeking a Product Development Coordinator to support the product development team by helping manage the organization, communication, and day-to-day operations involved in bringing new makeup products to market. In this role, you will assist with coordinating product samples, organizing testing groups and feedback, managing project timelines, and maintaining product development files and archives. You will work closely with internal teams and external suppliers to ensure formulas, samples, and materials are delivered on schedule and meet quality standards. Responsibilities also include supporting product launches by gathering assets for presentations and marketing materials, coordinating supplier meetings, managing sample requests, and tracking shipments.

Key Job Responsibilities:

• Maintain and organize PD room along with the category managers shelving

• Manage reformulations, making sure formula matches approved standards and project milestones are met

• Create a library of masters for all projects

• Organize files/communication for launch items

• Organize product testing groups and collect feedback

• Collect all shipments throughout the day & deliver to PD managers

• Relay PD manager formula feedback to suppliers

• Organize meetings with suppliers at the office and during trade shows

• Obtain product benchmarks & ship to suppliers

• Evaluate and approve first production batch approvals

• Create proposals for shade ranges/new projects

• Organize vendor and competitive sampling archives

• Gather assets needed for marketing decks/meetings including swatch photos and formula information

• Create claims testing proposals based on competitive research and new claims opportunities

• Create new launch reports for buzz-driving makeup launches

• Manage sample requests from cross-functional partners for marketing books, photoshoots, meetings, etc.

Job Qualifications:

• Excellent organizational skills

• Excellent oral and written communication skills

• Entrepreneurial/self-starter attitude

• Reactive in a fast-paced environment

• Great teamwork and willingness to take on whatever tasks are needed for the success of a project

• Timeline and project management

• Understanding of makeup, ability to see color

PHYSICAL DEMANDS OR REQUIREMENTS

• May occasionally lift and/or move up to 25 pounds

• Should be able to be physically at the office 5 days per week. Up to 2 remote work days per week can be taken depending on needs of the week.

QUALIFICATION STANDARDS

Education/ Experience/ Licenses or Certifications:

• 2 years previous experience in an office environment

• Product development experience

SOFTWARE

• All Microsoft Office Apps

• Should be social media savvy

• Photoshop/Canva editing skills is a plus

Screening questions:

Do you now or in the future require sponsorship (e.g. H-1B)? Y/N

EEO and ADA Statement:

Consulting Solutions and its family of companies is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at:

Product Development, Project Manager

Company: Rizos Curls

Department: Product Development

Reports To: Director of Product Development

Classification: Full-Time, Exempt

Location: In Office Hybrid - Studio City, CA

Position Summary:

The Product Development Project Manager supports the Director of Product Development in executing all phases of product innovation and development from concept through launch. This role is responsible for coordinating operational workflows, managing product development timelines, and ensuring effective cross-functional collaboration between internal teams and external partners.

Core Responsibilities

Product Development Management

• Manage the product formula development lifecycle from concept through commercialization.
• Support the development of new product initiatives including formulation, testing, packaging, and regulatory processes.
• Prepare internal formula profiles, product development briefs, and external laboratory briefs.
• Participate in product innovation discussions and brainstorming sessions.

Product Development Operations

• Oversee daily operational activities related to product development including supply management, sample organization, submission tracking, shipping, and competitive product sourcing.
• Manage the distribution of formula submissions to internal teams and external partners.
• Track evaluation feedback and communicate updates to third-party contract manufacturers.
• Maintain organized documentation and project tracking systems.

Project Management & Coordination

• Track development milestones and ensure timelines are met across product development initiatives.
• Communicate project status updates during weekly product development meetings.
• Coordinate scheduling and preparation for bi-monthly innovation meetings.
• Assist in preparing agendas and documenting meeting notes for weekly R&D meetings.

Cross-Functional Collaboration

• Coordinate communication with internal teams including marketing, regulatory, operations, packaging, and creative.
• Manage vendor communications and requests throughout the development process.
• Assist with the copy development process including creation of master copy worksheets.
• Manage artwork review, routing, and release approvals.

Testing & Regulatory Coordination

• Manage safety and clinical testing samples, ensuring shipment to third-party testing facilities.
• Track study start dates, testing timelines, and receipt of final reports.
• Manage regulatory documentation and ensure Product Information Files (PIFs) are completed after formula approvals.
• Audit and review existing PIFs to ensure documentation completeness.

Production & Quality Oversight

• Manage production and laboratory standards during product development.
• Oversee bulk approvals for new product launches and ongoing product production.
• Ensure internal documentation and development records remain current and accurate.

Market & Innovation Research

• Conduct trend research, ingredient innovation research, and competitive analysis.
• Provide insights to support future product development opportunities.

Qualifications

• Bachelor’s degree required.
• Minimum of 3 years of experience in product development within the beauty, haircare, skincare, or cosmetic industries.
• Experience working with product development timelines, regulatory processes, and vendor partners.
• Strong organizational, project management, and documentation skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple projects in a fast-paced environment.
• Proficiency in Google Workspace, Microsoft Office, and spreadsheet management.

Key Competencies

• Project and timeline management
• Cross-functional collaboration
• Attention to detail and documentation accuracy
• Operational organization and process management
• Problem solving and proactive communication

Physical & Work Requirements

• Ability to work in a hybrid environment depending on business needs.
• Ability to manage multiple projects and deadlines simultaneously.
• Daily shipping, receiving, and handling of product samples.

This job description is intended to describe the general nature and level of work being performed in this position. It also reflects the general details considered necessary to describe the principal functions of the job identified, and shall not be considered, as detailed description of all the work required inherent in the job. It is not an exhaustive list of responsibilities, and it is subject to changes and exceptions at the supervisors’ discretion. 

Rizos Curls LLC is an equal opportunity employer. We value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Role: Formulation Chemist

Location: California (Onsite, full time)

I am currently partnered exclusively with a globally recognized industry leading skincare brand in the Personal Care industry, in search for a Formulation Chemist.

We are looking for a 'go getter', the purpose of this position is to support the R&D Manager with skincare bench formulation, you will work amongst industry leading professionals and be trained to a high level.

This individual must be highly skilled in skincare formulation, self sufficient and able to manage multiple project simultaneously.

Requirements:

• 2/3+ years formulation experience with a Personal Care contract manufacturer or brand. Skincare or OTC skincare category experience is most admirable.
• Must be able to turnaround formulations quickly to a high standard.
• Minimum Bachelors degree in Chemistry, Engineering or a Science Related relevant field.

Responsibilities:

• Keep an organized and orderly laboratory environment.
• Independently work on formulation projects based on product briefs provided by Product Development team.
• Formulate skincare products such as creams, lotions, serums in batch.
• Be able to make necessary formula revisions from testing team.
• Must be able to tech transfer different skincare formulations.
• Be able to for research, formulate and manage cross-functional team projects.
• Conduct necessary stability testing.
• Maintain clear and accurate records of formulations, procedures, observations and results.
• Calculate appropriate specification ranges and create CofAs for formulas.
• Prepare and log samples for submission.
• Work with less senior chemists, validating less senior chemist's formulas.
• Order raw material samples and maintain raw material storage room.
• Be able to navigate a formulation software or database required, such as breaking down formula and entering raw materials such as CAS, INCI, cost information.
• Request raw material documentation from vendors and maintain documents organized in shared folder.
• Assist other lab staff as needed, as well as communicating with Product Development, Operations, Quality, and Regulatory teams as needed.
• Must be willing to travel to contract manufacturer sites and supervise scale up batches as needed.

Skills:

• Highly organized, detail oriented, and able to independently manage multiple high priority projects.
• Experience using Microsoft Office (Outlook, Word, Excel etc.) or Google Workspace.
• Must be a critical thinker and have strong problem-solving skills.
• Must be agile and comfortable working in fast paced environment.
• Must have strong communication skills and ability to explain technical information to a non-technical audience.

This is an excellent opportunity to grow with a reputable and highly respected company in the Personal Care industry.

Job Title : Formulation scientist

Location : Burlington, MA 01803

Duration : 09 Months

Shift Details : 100% On-Site

Job Description:

The Associate Scientist will be part of Formula Documentation team and will be responsible for driving projects in a fast-paced cross-functional environment by helping support innovation, technical services projects, and cost saving initiatives.

This role requires an individual that is keenly aware of the completeness and accuracy of our formula data.The individual will be primarily responsible for enforcing our formula documentation standards, while making sure all our products meet the required standards. A successful candidate will have a passion for documentation co

consistency, adherence to standards, good problem-solving skills, and attention to detail.

Understand basics of beverage and coffee formulation, formula calculations, and technical accuracy.

Some experience in the food lab and comfortable working with lab equipment and follow proper lab safety and GLP protocols.

Minimum of B.S. in Food Science, Chemistry, Biology or allied field

3 months to 2 years of related experience, food/beverage experience or CPG internship a plus.

JP Ecommerce Inc. (dba Bare Home) | Forest Lake/Columbus, Minnesota | 100% On-Site

About Us

JP Ecommerce has been named one of the top-ten fastest-growing businesses in Minnesota by Inc. 5000 for FOUR consecutive years! We provide customers with high-quality bedding through our brand Bare Home. As a leading textile retail company, we source premium products from key regions including China, India, Pakistan, and Turkey, and we manufacture our cotton line right here in the USA.

We’re experiencing 20–30% year-over-year growth and expanding our warehouse operations from 110,000 to 220,000+ square feet. This is an incredible time to join a company where personal growth and company growth are intertwined. We have team members who started in entry-level roles five years ago and now lead their own departments—that could be your story too.

Position Overview

We’re seeking a Supply Chain Manager to help drive our international supply chain operations as we scale. Reporting to the Director of Logistics, you’ll manage the daily complexities of international vendor relationships, container logistics, and buying operations while bringing strategic thinking to optimize costs and improve performance across our supply chain.

You’ll be our supply chain problem-solver—the person who manages vendor relationships across Turkey, Pakistan, India, and China, coordinates container flow into our warehouse, oversees buying and lead time planning, and holds vendors accountable to their commitments. You’ll lead a team of three (a Supply Chain Analyst, Buyer, and Supply Chain Associate) and work cross-functionally with warehouse operations, finance, and leadership to keep our supply chain running smoothly as we grow.

If you’ve managed international vendor relationships, understand the full buying cycle from purchase order to warehouse dock, and know how to keep a high-growth e-commerce supply chain on track, we want to talk.

Key Responsibilities

International Vendor Management & Container Logistics

• Manage vendor relationships across Turkey, Pakistan, India, and China—these are your vendors to own
• Hold vendors accountable for quality standards, delivery timelines, pricing agreements, and purchase order compliance—this is non-negotiable
• Manage container flows from overseas vendors through customs clearance to warehouse receiving
• Understand daily warehouse capacity to process containers and optimize inbound flow to manage costs
• Navigate customs documentation, compliance requirements, and freight forwarding coordination
• Negotiate pricing, payment terms, and production schedules with international suppliers
• Keep vendors moving when they’re delayed or behind on shipping finished products

Buying, Purchasing & Lead Time Management

• Manage the full buying cycle: purchase orders, buying timelines, reorder points, and lead time planning
• Oversee all buying and purchasing activities, aligning orders with inventory targets, budget constraints, and demand forecasts
• Analyze landed cost calculations including product cost, freight, duties, insurance, and handling to optimize total cost of ownership
• Coordinate buying windows and seasonal purchasing cycles across product categories
• Read and interpret forecasting data from Excel sheets and forecasting tools to prioritize buying and shipping decisions

Inventory & Multi-Channel Fulfillment

• Monitor inventory levels across all channels to prevent stockouts and excess storage costs
• Understand how inventory flows across all locations: on-site warehouse, Amazon FBA/AWD

Walmart, Target, Canada

• Know what we fulfill in-house vs. what goes to other channels and how it all comes together
• Make strategic decisions on where to ship containers before issues arise
• Ensure compliance with marketplace fulfillment requirements

Warehouse Support & Container Flow

• Coordinate container receiving schedules and capacity planning with the warehouse team
• Support warehouse expansion and operations optimization initiatives
• Help manage inbound/outbound shipment flows to optimize warehouse efficiency
• Coordinate between supply chain and warehouse operations to ensure smooth container processing

Team Leadership & Cross-Functional Coordination

• Directly supervise three employees: Supply Chain Analyst, Buyer, and Supply Chain Associate
• Provide coaching, development, and performance feedback to build a high-performing supply chain team
• Drive continuous process improvements that increase efficiency and reduce costs
• Work across teams—supply chain, forecasting, warehouse, sourcing, fulfillment—to solve problems and keep operations running
• • Communicate effectively with senior leadership, warehouse operations, and overseas teams

Cost Analysis & Optimization

• Identify cost savings and cost avoidance opportunities across the supply chain
• Conduct landed cost analysis to determine most cost-effective shipping and routing decisions
• Analyze vendor payment terms and shipping methods to optimize costs
• Track and reduce expenses across international shipping, warehousing, and fulfillment
• Present data-driven recommendations to leadership on cost optimization initiatives

Qualifications & Requirements

Education & Experience

• Bachelor’s degree in Supply Chain Management, Logistics, Operations Management, International Business, or related field
• 5–7 years of experience in supply chain operations, international logistics, or global sourcing
• Proven experience managing container flows from overseas manufacturers
• Background working with vendors in Asia (China, India, Pakistan, Turkey) preferred
• Experience with multi-channel fulfillment operations (Amazon FBA, retail fulfillment) highly valued
• Prior supervisory experience managing direct reports

Supply Chain & Technical Skills

• Strong understanding of international supply chain operations including freight forwarding, customs, and vendor management
• Advanced Excel skills required: VLOOKUP, XLOOKUP, SUMIFS, pivot tables, complex formulas for data analysis
• Ability to read and interpret forecasting data to prioritize buying and shipping decisions
• Understanding of just-in-time (JIT) fulfillment and e-commerce operations
• Experience with ERP systems (we use SellerCloud, transitioning to NetSuite)
• Knowledge of warehouse capacity planning and container flow management
• Familiarity with customs documentation, compliance requirements, and duty drawback programs

Analytical & Strategic Abilities

• Strong cost analysis skills with ability to identify savings and optimization opportunities
• Demonstrated ability to conduct landed cost analysis and make data-driven shipping decisions
• Strategic thinker who can evaluate alternatives (3PL options, storage solutions, routing strategies)
• Ability to anticipate problems and implement solutions before issues escalate
• Understanding of how inventory flows across multiple fulfillment channels

Personal Qualities

• Proactive problem-solver who sees issues coming and takes action
• Strong sense of accountability with ability to hold vendors accountable for performance
• Excellent communication skills for working with overseas teams and coordinating across departments
• Growth mindset with eagerness to take on increasing responsibility
• Positive attitude and adaptable team player who thrives in fast-paced environments

Why Go Bare?

Career Growth & Development

• Rapid advancement opportunities in a company growing 20–30% annually
• Broad exposure across all aspects of supply chain, warehouse, forecasting, and fulfillment operations
• Work directly with senior leadership team on strategic decisions
• Clear path to increased responsibility as we scale to $200M+ revenue
• Real examples: Team members who started in entry-level roles now manage departments
• Personal growth and company growth are intertwined—we promote from within

Team Culture

• Join a strong six-person supply chain team that works exceptionally well together
• Positive attitudes and mutual accountability are core to our success
• Direct communication without corporate bureaucracy
• Small company atmosphere where your contributions are visible and valued

Compensation & Benefits

Salary: $75,000 - $90,000 (based on experience and skill set)

Comprehensive Benefits Package:

• Medical, Dental, and Vision Insurance

• Short-Term Disability (at no cost to employees)

• Life Insurance starting at $25,000 (at no cost to employees, with option to purchase additional coverage)

• Paid Family and Medical Leave Act (PFMLA) - Paid Maternity and Paternity Leave

• 401(k) Retirement Plan with Company Match

• Paid Time Off and Holidays

• Career advancement opportunities in a rapidly growing company

We are only considering candidates who:

• Currently live in Minnesota or the immediate surrounding area

• Can reliably commute to our Forest Lake/Columbus location daily

• Are available for in-person interviews at our office

Application Process

To be considered for this opportunity, please submit:

• Resume highlighting your international supply chain experience, container logistics management, vendor accountability track record, and technical skills (especially Excel proficiency)

• Cover letter explaining your experience with overseas vendor management, buying/purchasing operations, and why you’re excited about this growth opportunity

Submit your application to: or

Visit us: Bare Home, we strive to create a culture where all people come first. We are committed to attracting and retaining a diverse workforce. Therefore, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Bare Home is an equal-opportunity employer, and by doing so, we aim to sustain and promote an inclusive culture that supports future growth for all.

California applicants: Please review the Costco Applicant Privacy Notice. The jobs listed are examples of the typical kinds of positions that Costco may hire for when openings exist. The listing does not mean that any positions are currently open or available at Costco.

Position Summary: Prepares and bakes a high volume of bakery product according to Costco formulas. For additional information about pay ranges, click here.

We offer a comprehensive package of benefits including paid time off, health benefits (medical/dental/vision/hearing aid/pharmacy/behavioral health/employee assistance), health care reimbursement account, dependent care assistance plan, short-term disability and long-term disability insurance, AD&D insurance, life insurance, 401(k), and stock purchase plan to eligible employees.

Asphalt Specialists, LLC., is now hiring a Construction Project Engineer to manage the planning and coordination to ensure project completion within budget and according to schedule. A Project Engineer I and II supports the project team in planning, organizing, and delivering projects on schedule and within budget. This role involves administrative, coordination, and communication tasks that help maintain smooth project operations. The Project Engineer I and II will be able to perform the following essential functions under the supervision of the Account Manager.

Required Experience:

Roles and Responsibilities:

1. Project Administration

* Document Control: Organize and maintain project files, including contracts, change orders, and meeting minutes.

* Contract and Subcontract Management: Assist in preparing, distributing, and tracking contracts and purchase orders.

* Permit Coordination: Help secure and track necessary permits, licenses, and registrations required for the project.

* Construction Submittals:

• Receive submittals from subcontractors and suppliers, ensuring all required documentation is complete.
• Distribute submittals to the appropriate design professionals or internal stakeholders for review and approval.
• Track submittal status, maintain an accurate log of submittals, and follow up to ensure timely responses.
• Organize and archive approved submittals and related documents for easy reference.

2. Scheduling and Coordination

* Project Calendar: Maintain and update the master project schedule or calendar, alerting the team to upcoming deadlines and milestones.

* Meeting Coordination: Schedule project meetings, prepare agendas, take minutes, and follow up on action items.

* Resource Allocation: Support account managers in coordinating labor, materials, and equipment needs with vendors and subcontractors.

3. Communication and Reporting

* Team Communication: Serve as a central point of contact for the project team, relaying information and updates as needed.

* Client Interaction: Help respond to client inquiries and requests, escalating issues to senior management or the account manager as appropriate.

* Progress Reporting: Assist in compiling and distributing regular project status reports, summarizing updates, accomplishments, and concerns.

4. Budget and Cost Tracking

* Invoice Preparation:

• Work with account managers and accounting teams to gather all necessary documentation (timesheets, purchase orders, subcontractor invoices, etc.).
• Prepare draft invoices for clients, ensuring accuracy in billing rates, quantities, and costs.
• Coordinate invoice approvals and submit final invoices within agreed-upon timeline.

* Invoice Processing: Collect and verify invoices from suppliers and subcontractors, ensuring accuracy before forwarding to accounting.

* Expense Monitoring: Track and record project expenditures, flagging any discrepancies or potential overruns to project leadership.

* Change Order Documentation: Help prepare and process change orders, ensuring accurate cost and schedule implications are captured.

5. WIP and Backlog Management

* WIP Spreadsheet Preparation

• Gather financial data such as costs incurred, projected costs, and revenue to date from accounting and project management teams.
• Prepare and regularly update the Work-In-Progress (WIP) spreadsheet to reflect ongoing project status, percent complete, and forecasted costs.
• Ensure all formulas and calculations are accurate, providing clear visibility into project health.
• Present WIP reports to project managers, finance, or senior leadership for decision-making and financial planning.
• Keep historical records of WIP spreadsheets for auditing and analysis.

* Backlog Spreadsheet Updating

• Maintain and update the backlog spreadsheet to show upcoming and secured projects along with their start dates, projected revenues, and allocated resources.
• Coordinate with account management team to track newly awarded projects and add them to the backlog.
• Communicate backlog changes to project managers, finance, and other stakeholders to support resource planning and financial forecasting.

6. Quality Assurance and Compliance

* Documentation Support: Aid the account manager and project management team in maintaining records of inspections, testing, and compliance reports.

* Standards and Regulations: Ensure that all documents and project records meet industry standards and regulatory requirements.

* Site Coordination: Coordinate with on-site personnel to ensure that quality procedures and safety protocols are consistently followed.

7. Risk and Issue Management

* Early Warning: Track project risks or issues, escalating concerns to project management for timely resolution.

* Problem-Solving: Proactively identify coordination or logistical challenges and propose solutions to keep projects on track.

* Contingency Planning: Maintain backup plans or alternative approaches for materials, scheduling, or resource allocation.

8. Collaboration and Stakeholder Management

* Internal Coordination: Work closely with estimators, account managers, field teams, and other departments (e.g., HR, finance) to streamline project workflows.

* External Relationships: Coordinate with vendors, suppliers, and subcontractors for timely deliveries and clear communication.

* Status Updates: Prepare regular updates for stakeholders, including senior management and clients, on project milestones and outcomes.

9. Project Closeout

* Documentation Finalization: Collect and organize final project documents, such as as-built drawings, warranties, and operation manuals.

* Lessons Learned: Participate in project debriefs to capture best practices and improvement opportunities for future projects.

* Closeout Reports: Help compile final project reports and archive necessary documentation for reference.

An employee in this position may be requested to do any or all the foregoing essential functions. These examples do not include all the duties which the employee may be expected to perform.

To perform this job successfully, an individual must be able to perform each essential function satisfactorily.

The Project Engineer I and II will possess at a minimum the following attributes:

* Meets all of the Company’s core values

* Strong work ethic and ability to self-start

* Organizational Skills: Capable of managing multiple tasks and priorities in a fast-paced environment.

* Communication: Clear and effective verbal and written communication with internal teams, clients, and subcontractors.

* Detail-Oriented: Accuracy in updating schedules, tracking expenditures, and maintaining project records.

* Multitasking: Ability to handle various administrative duties simultaneously while delivering consistent, quality work-product.

* Technical Knowledge: Familiarity with construction terminology, processes, and software/tools (e.g., MS Project, Procore, or similar).

* Problem-Solving: Proactive in identifying potential issues and finding practical solutions.

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

* Ability to sit for prolonged periods of time.

* Ability to work at a computer for prolonged periods of time.

* Ability to work under pressure and meet deadlines.

* Ability to travel to various office locations, meetings, training and/or conferences as needed or required by employer.

* Ability to communicate via telephone, email, video or in person. Ability to present to small groups.

DISCLAIMER: All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills, and/or ability deemed necessary to perform the job proficiently. You may be required to perform other or different job-related duties as requested by your supervisor, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with the Company is 'at-will.' The Company is an Equal Opportunity Employer.

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

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

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

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

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

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

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

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

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and benefits information

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

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