Jobs for Academic Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Worthington/Columbus/Lewis Center - Ohio

Job Description JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients’ needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor’s degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Work Life Balance

Financial Advisor - Training & Licensing Provided

Kevin Watters Financial Planning & Wealth Management Columbus, OH

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Financial Advisor

LHH Recruitment Solutions Columbus, OH

Job Description Job Description Are you passionate about wealth management and looking for a dynamic and supportive environment? Join our client’s firm in downtown Columbus as a Financial Advisor, where you’ll have the opportunity to make a significant impact on our clients’ business and financial futures. You will be working with a pre-established group of clients and supporting them as they continue to grow their operations. Our client provides a collaborative atmosphere with a focus on personal and professional growth. Responsibilities: Lead business, financial planning, and tax review meetings. Offer strategic guidance to clients, connecting personal goals with business planning. Assist with new business efforts by meeting with prospects and providing advice during the onboarding process. Work closely with internal teams to ensure client satisfaction and retention goals are met Requirements: At least 10 years of wealth management experience. Open to learning new ideas and programs Demonstrated ability to communicate effectively Ability to strategize and guide clients through their business needs Pay Details: $80,000.00 to $100,000.00 per year Search managed by: Jessica Robbins Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate -privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance

Financial Advisor

Thrivent Columbus, OH

Job Description Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Solar Advisor

POWER UP RENEWABLE ENERGY Columbus, OH

Job Description Job Description Solar Sales - Commission based pay, Leads and Training provided. Work from Home. Will need to go to appointments YOU set in Columbus and surrounding areas. Drivers License, Cell phone, ipad or Laptop required. Previous solar sales Helpfull, but not mandatory. Company Description Solar, Generators and Electrical sales and installation. Complete INHOUSE installs, no sub contractors. Company Description Solar, Generators and Electrical sales and installation. Complete INHOUSE installs, no sub contractors.

Nutrition Advisor

Frontier Cooperative Columbus, NE

Job Description Job Description Salary: FRONTIER COOPERATIVE is an agriculture leader in Nebraska providing grain, agronomy, feed and energy products and services to our customers. At Frontier, we have a long-standing tradition of successful partnerships with our customers by managing our business with the highest integrity and quality while being responsible stewards in our communities. We are now hiring for a Nutrition Advisor for our Columbus, NE location.This position is being offered as full-time with benefits. The Nutrition Advisor will directly report to the Lead in Nutrition Sales. This position will promote the sales of products and services under our feed business unit, which will most benefit the customer-owners, and to establish creditability through communication in a manner that will optimize the cooperatives market share and savings, improve the cooperatives efficiency, help achieve the cooperatives mission and goals, and result in outstanding customer service within the livestock nutrition business unit. Essential duties: Build business relationships with current and potential Retail feed customers and Frontier branches Promote Frontier & CPM through marketing, advertising, and producer meetings. Clear understanding of Frontiers target audience (employees, patrons, and communities) Work in collaboration with advisors from other business units. Develop and create whole farm plans that provide solutions specific to an operations long-term goals and provide an ROI. Support The Frontier Experience Educate customers and Frontier employees on products and positioning Attend and participate in Frontier Cooperatives major events (Ultimate Acre, Customer Events, County Fairs, Seminars, Annual Meetings, etc.) Analyze sales data and create opportunities to increase wallet share Develop content and facilitate producer meetings Utilize 3rd party research to stay current with the latest information in livestock nutrition Active in community outreach, including FFA and 4-H relations, and other Youth Organizations. An active advocate for our farm families and agriculture Perform on farm research and utilize data with other producers Protects organization's value by keeping all customer financial information confidential. Ensuring standards of health, safety, and security to customers, vendors, and employees by following all company safety standards and regulations. Other duties may be modified and assigned to this position to meet the business needs of the company. Job skills and requirements: Excellent written and verbal communication skills Business insights looking for opportunities Experience in show cattle, sheep, goats, swine, and horses is important Creating a best-in-class experience for customers Strong attention to detail, multi-tasking, and organizational skills Ability to collaborate with a diverse customer base, and strong interpersonal skills Self-starter, with a track record for managing your own development, finding opportunities to learn and educate yourself about new programs, technologies, products, marketing, and sales customer relationship strategies Experience with multiple communication strategies for creating opportunities for new business Ensuring standards of health, safety, and security to customers, vendors, and employees by following all company, OSHA, and EPA safety standards and regulations. Other duties may be modified and assigned to this position to meet the business needs of the company. Degree in Agriculture Sales, Animal Nutrition, Livestock Management, Diversified Ag, Business, Ag Business, Ag Education, or experience in related field. Requires a valid Operators license and can travel within the trade territory. Benefits available to all full-time employees: Cooperative retirement plan (PAYCHECK FOR LIFE) 401(K) retirement (traditional and Roth) Medical, dental and vision insurance, plus other supplemental insurances available FSA/HSA spending accounts Vacation and sick leave Yearly uniform and boot allowances 360 wellness program with incentives Sign-on bonus and employee referral bonuses And more! EXPERIENCE THE DIFFERENCE AT FRONTIER COOPERATIVE!

AG Advisor

Frontier Cooperative Columbus, NE

Job Description Job Description Salary: FRONTIER COOPERATIVE is an agriculture leader in Nebraska providing grain, agronomy, feed and energy products and services to our customers. At Frontier, we have a long-standing tradition of successful partnerships with our customers by managing our business with the highest integrity and quality while being responsible stewards in our communities. We are now hiring an AG Advisor. This role could be located at various locations within our region one territory. This position is being offered as full-time with benefits. An AG Advisor is responsible for leveraging agronomic expertise to develop and execute holistic farm strategies tailored to each customers unique needs. Primary objective will be to foster long-term partnerships with growers, guiding them through the vision creation process as well as the planning and execution phases to maximize long term productivity and profitability. Essential duties: Finalize sale offirst and foremostthe whole farm philosophy, which includes products and services. Empathy and listening are paramount. Maintain emotional stability when challenges arise during the planning and execution stages. Practices and adheres to professional communications and customer service standards with customers, employees, and vendors. Work as a viable team member and communicate with all AG Advisors and Location Managers to best coordinate services, machinery, equipment, spray orders and employees to efficiently meet the needs of the customer. Apply critical thinking to forecast positive outcomes for producers by implementing a structured strategy to analyze past product performance, seed selection, fertility practices, crop production methods, equipment nuances, and unique grower challenges. Based on analyzed information, develops, presents, and implements producers Farm plan that focuses on the most efficient and effective methods to improve crop production. Makes recommendations to producers on seed type and size, crop rotations, type and amounts of dry or liquid fertilizer, type and amounts for herbicide, fungicide, or insecticide treatments. Proactively implements, executes and processes prepayment plans of seed, fertilizer, chemicals and other relevant services. After working with the grower on this strategic plan, provides and articulates this information to accounting to finalize arrangement in the billing system. Proactively plans logistics on behalf of growers by assisting the operational process of getting products and services from vendor to locations and/or custom farmgate. Utilizing specialized, streamlined software--assist operations by developing accurate field boundaries and creating work orders that accurately reflect products, product totals, special field instructions and billing information based on the customized plan thats been finalized with the grower to ensure the timely and accurate application of products and services. Responsible for promoting, supporting, and advancing the cooperative business and marketing plans put forth by the VP of Agronomy. Grow and maintain agronomy customer base. Initiate the promotion of Frontiers products and go-to market strategy by maintaining a field presence from planting through harvest. Create an environment of constant improvement through testing and analysis amongst customers as well as instilling confidence by re-iterating the execution of the current Farm Plan. Analyzing, recommending, and resolving customer service problems by making appropriate recommendations; provides quality follow-up to ensure customer problems or issues are resolved. Maintains professional and technical knowledge by attending educational workshops for required CEUs; Bio-Tech manufacture seminars or webinars, reviewing technical publications, and establishing personal networks. Job skills and requirements: This position must have knowledge, skills and abilities in agronomy retail products and services, agronomy sales, customer service, time management, safety management, problem solving, and analyzing information. Demonstrate proficiency with computers, Microsoft Office products, Internet based programs, agronomy software programs, and technology as it evolves and pertains to agriculture. Knowledge and understanding of soil fertility, fertilizer and chemical traits and properties, seed type and traits, various crop life, and methods and materials used in the proper planting and maintenance of crops, and general agricultural chemistry. Ability to interpret a variety of instructions furnished in written, oral, or electronic form; read and interpret documents such as safety rules, product information, operating procedure manuals and instructions. Ability to write routine reports, Farm Plans and general correspondence. Perform basic math computations. Such as; discounts, interest, proportions, percentages, mass, area, and volume. Ability to apply concepts of basic algebra and geometry. Bachelors degree in Agronomy or related field required and/or a minimum of three years in agronomy and/or agronomy sales experience or equivalent combination of education and experience. Benefits available to all full-time employees: Cooperative retirement plan (PAYCHECK FOR LIFE) 401(K) retirement (traditional and Roth) Medical, dental and vision insurance, plus other supplemental insurances available FSA/HSA spending accounts Vacation and sick leave Yearly uniform and boot allowances 360 wellness program with incentives Sign-on bonus and employee referral bonuses And more! EXPERIENCE THE DIFFERENCE AT FRONTIER COOPERATIVE!

Service Advisor

Mark Wahlberg Chevrolet of Worthington Columbus, OH

Job Description Job Description Description: At Feldman Automotive & Mark Wahlberg Automotive, we are seeking a proactive, customer-oriented Service Advisor to join our team. Our rapid growth and fast-paced environment make this an exciting workplace. With dealerships nowacross Michigan and Ohio, opportunities for advancement are limitless. We focus on professional growth andrewarding highly motivated employees because happy employees lead to happier customers. If you are ready toadvance your career, come join our team! Responsibilities: - Greet customers and provide them with a warm welcome - Listen actively to customer concerns and needs - Schedule appointments and manage service requests - Advise customers on recommended service and repair options - Prepare service orders and ensure accurate billing - Follow up with customers to ensure satisfaction and address any additional concerns - Maintain a clean and organized service area If you are passionate about providing exceptional customer service and have the skills and experience we are looking for, we welcome your application. Join our team and help us provide the best service possible to our valued customers. Requirements: - High school diploma or equivalent - Excellent communication and customer service skills - Ability to multitask and prioritize in a fast-paced environment - Strong attention to detail and accuracy - Proficient in basic computer skills - Previous experience in a service or hospitality role preferred Benefits Medical, Dental, Vision, Short and Long-term disability, AD&D and Life Insurance Paid Time Off and 401k with Company match Paid training and real career growth Competitive compensation package Employee discounts on Vehicle Purchase, Parts, Service and More! We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Best Match

Wealth Advisor III

Cypress HCM Columbus, IN

Job Description Job Description Wealth Advisor III *** Pay: $100,000-124,000 (Compensation can vary depending on experience) Location Columbus, IN 47201 General Overview The Wealth Advisor serves as the primary point of contact for wealth clients, responsible for managing existing relationships and developing new client connections. This role requires a deep understanding of the client's financial and family situation to create a tailored, goals-based investment management strategy and financial plan. Responsibilities Act as the client’s main point of contact, delivering exceptional service to ensure client satisfaction, retention, and acquisition. Generate sales leads through collaboration with internal teams, centers of influence, and personal networks. Gather and analyze personal and financial data to assess the client’s financial goals, objectives, and risk tolerance. Select and implement the Bank’s asset allocation strategies aligned with client goals and risk preferences. Coordinate with the Bank’s Investment Committee to address unique portfolio requirements. Conduct annual investment reviews with clients and provide updates on portfolio strategies. Utilize financial planning to enhance client retention and drive new business. Serve as a client advocate and strategy consultant on the Bank Investment Committee. Ensure compliance with regulatory investment review requirements and department policies for assigned accounts. Requirements Five (5) years of successful investment and/or portfolio management experience Experience working with clients with complex investment management and financial planning needs Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation, and program design Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills: Business development experience is a plus Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients Experience in banking or financial services is preferred Bachelor’s degree in Business or other related field of study CFA/CFP is preferred Demonstrated commitment to professional development Demonstrated knowledge of industry practices and regulations

Service Writer/Advisor

Buckeye Complete Auto Columbus, OH

Job Description Job Description Salary: 70K - 95K Job description ARE YOU A CUSTOMER SERVICE/SALES ROCKSTAR? ARE YOU BURNED OUT? DO YOU TAKE PRIDE IN BEING YOUR BEST IN CUSTOMER INTERACTIONS? LOOKING FOR A PLACE TO CALL "HOME"? Looking for experienced Service Advisor who is energetic, friendly and career-minded for our busy Automotive Repair shop. We deliver exceptional customer service, so we need someone who is people-oriented, enjoys selling, problem solving, and making people happy. We are a busy, family-owned, automotive repair shop with a great team that is expanding. This is a career, not just a job where you may have been treated like a number. Amazing pay plan with no ceiling on commissions with excellent benefits. Fantastic support structure with the best technicians in the area. Looking for someone who wants to move up and assist with creating and implementing polices and procedures for maximum efficiency while maintaining a positive work atmosphere. We love self-motivated people who are solution-oriented looking for the best to be their best self. This position is for a very busy location, so we must hire someone with Service Writer experience. Only serious inquiries please. Purpose & Objective: The Service Advisor role is very important to the success of our business. The primary job of this position is selling customers the recommended services and repairs made by the technicians based on the customers needs, goals, and desires. This role also assists in the administrative and customer service aspects of the business. Primary Job Responsibilities and Duties: Sales: Advising customers on needed repairs and service based on their needs goals and desires, using company guidelines and best practices Understanding and communicating customer's concerns to technicians Answering customer's questions and concerns as well as keeping customers informed of their vehicle's status while in the shop Dispatch repairs and parts to technicians and assisting with the work flow process Customer Service: Assist customers by answering questions and inquiries over the phone, via email, text and in person Administrative: Create invoices for clients using the company process, help process part orders/returns, dispatch repairs/parts as needed. Other tasks: Fill in on tasks as needed to maintain the flow of the shop. Examples: Could be: running a shuttle, checking out customers, cleaning the bathroom or showroom, picking up a part, or any other task that can be safely completed which is needed. Minimum Qualifications: Sales Experience: Must have at least 3years experience in automotive repair sales. Customer Service: Must have experience dealing directly with the public in a customer service aspect Organizational & Focus Skills: Must be able to work and complete work tasks in a timely fashion in an environment that has constant distractions and interruptions. Computer Knowledge: Must possess a working knowledge of how to use a Windows computer. This includes the ability to type or dictate at least 30 words per minute, operate a cursor, view a computer monitor, operate an email account, and use common office software such as word processing and spreadsheet programs. We will teach you the point of sales system Communication Skills: Must be able to communicate in English fluently, both in verbal and in written form. This includes the use of a telephone. Math Skills: Must possess ability to count. Must know how to perform basic math functions using a calculator. Physical Demands: Must be able to get in and out of various vehicles without assistance Must be able to drive a motor vehicle with passengers with a valid drivers license Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Job: Full Time Monday-Friday Salary: Starting at $70,000 commission with no ceiling WHY WORK FOR US: Local Columbus business since 2015 Top-Rated Online Presence Exceptionally equipped and well maintained shop Company paid Alternative Health Care Fun, Active and positive work environment Excellent ongoing training and development Tech Savvy Great clientele and networking Opportunity for performance-based pay increase Competitive wage & Bonuses Benefits: 401(k) 401(k) Matching Dental Insurance Vision Insurance Employee Discount Alternative Health Care Life Insurance Paid Time Off Professional Development Assistance

Dynamic Environment

Freelance Insurance Advisor

Brown Agency Columbus, GA

Job Description Job Description Symmetry Financial Group- The Brown Agency BE A Life and Health Insurance Agent today (Work Remotely) We are looking for new Freelance Insurance Advisor who are ready to learn the business, work hard, have fun, and finally earn what you’re worth. Work remote from anywhere, part time or full time, set your own schedule, build your own agency, no limits on your income. No experience necessary. This is a 1099 independently contracted commission selling position. You will be selling life insurance ONLY to people who have already reached out and asked for someone to help them with life insurance. Symmetry Financial offers a profession that empowers you to take charge of your schedule, earnings, and professional journey. With unlimited income potential, you can enjoy the flexibility of working from home while earning what you deserve. Our core areas of expertise include Mortgage Protection, Life Insurance, Final Expense Planning, and Retirement Planning. Additionally, you gain access to Advanced Market products such as Indexed Universal Life Products, Fixed and Indexed Annuities, and a Debt-Free Life program designed to liberate families from debt within nine years or less. Our company culture stands out for its unparalleled support system, rivaling any other industry. Joining us means becoming part of a tight-knit family where you're never isolated, even as you work remotely from home. Part-Time works 15-20 hours per week and can earn $2,500-$5,000+ per month. Full-Time works 35-45 hours per week and can earn $7,000-$12,000+++ per month. DISCLAIMER: No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Highlights NO cold calling, and NO bugging friends and family to buy from you NO network marketing or MLM NO membership fees, dues, franchise fees, etc. NO sales quotas Hands-on training and mentoring Be part of a vibrant, growth-oriented, successful team that embraces new members like family We provide you people to talk to who already asked for help with life insurance Commissions paid out daily directly to you by our insurance carriers Remote work and in-person training opportunities available Earn a raise every 2 mos Health insurance available Earn equity in the company Opportunity to own your own agency (if desired, not required) Earn bonuses, get lots of personal recognition, earn amazing trips to 5-star resorts Click to Schedule for an Interview Powered by JazzHR SbDhhQma1k

Commercial Insurance Advisor

Bickle Insurance Services, LLC Columbus, OH

Job Description Job Description We are in search of a driven professional with excellent communication skills and an in-depth understanding of our insurance offerings. The successful candidate will focus on sales, acquiring new commercial accounts, nurturing existing relationships, and ensuring the retention of our commercial clientele. Compensation: $60,000 - $100,000 yearly Responsibilities: Develop and implement strategies to achieve the goals set in the annual producer sales plan. Identify and target new business opportunities within existing clients and specific market segments. Reach out to potential clients to provide quotes and schedule sales meetings. Assess clients' insurance needs, review current policies, and conduct Risk Management Reviews. Gather detailed underwriting information, including survey data and loss history. Create and present comprehensive insurance proposals detailing coverages, limits, and deductibles. Collaborate with service personnel to submit applications and select appropriate markets. Conduct meetings with clients and prospects to discuss proposals, renewals, and address inquiries. Introduce clients to service personnel for ongoing support and direct service-related calls accordingly. Stay abreast of any claims or service issues and assist in resolving them when necessary. Assist in the renewal process by reviewing expirations, collecting necessary information, and preparing renewal submissions. Maintain accurate production reports and actively participate in sales meetings. Promote the agency and the insurance industry within the local community. Keep updated on industry trends by reviewing trade publications and attending carrier training sessions. Undertake any additional duties or projects as assigned by agency management. Qualifications: Must have a proven track record in sales, specifically in pursuing and closing sales successfully. Required to possess an Ohio Property & Casualty license, or willing to obtain one if not licensed. Should have a minimum of three years of sales experience. Must hold a valid driver’s license and have a properly insured vehicle for driving to client meetings. Ability to work effectively in a fast-paced environment, adapting to unscheduled interruptions. Capable of sitting for extended periods. Expected to maintain a professional appearance in this public-facing role, requiring appropriate business attire. Will need to travel to local client and carrier locations during the workday, with occasional out-of-town travel. About Company Work-Life Cohesion. Bickle Insurance is committed to a flexible work environment with an open PTO policy and relaxed office requirements We offer a variety of additional programs and services to help meet the diverse needs of our employees, including, 401(k), Life and Disability Insurance, and health benefits (for eligible employees) Skill development in an ever-changing industry. We are committed to growing the knowledge and power of all team members of Bickle Insurance We always work as a team and have active coaches to support and develop your role

Best Match

Partnership Advisor

Confidential Columbus, OH

Partnership Advisor About the Company Philanthropic firm supporting the local community Industry Nonprofit Organization Management Type Non Profit Founded 2019 Employees 5001-10,000 Categories Government Non Profit Trading Platform Non-Profit & Philanthropy Social Advocacy Community Addiction Treatment Peace Advocacy Advocacy Specialties venture philanthropy impact investment Business Classifications B2C Marketplace About the Role The Company is seeking a Partnership Advisor to join their dynamic development team. This pivotal role involves serving as a philanthropic partner, with a focus on cultivating relationships with successful business leaders and entrepreneurs. The ideal candidate will be an innovative and entrepreneurial fundraiser, dedicated to addressing the root causes of significant societal issues. Responsibilities include originating, cultivating, and stewarding donor relationships, with a strong emphasis on soliciting transformational gifts. The successful candidate will work closely with a team and donor partners, driving Moves Management plans for multiple projects, and will be expected to travel within the United States to engage with high-net-worth donors.Applicants for the Partnership Advisor position at the company should have a minimum of seven years of experience in major gift fundraising, with a proven track record in securing significant financial support. Key attributes for the role include humility, integrity, a proactive and entrepreneurial approach, and a genuine excitement for the company's vision and values. The role is well-suited for a development leader who values entrepreneurship, collaboration, and a growth mindset, and who is passionate about empowering individuals from diverse backgrounds to work together in finding innovative solutions to the nation's most pressing challenges. Hiring Manager Title Managing Director, Partnerships Travel Percent Less than 10% Functions Business Development Non-Profit Management Strategy

Merrill Financial Solutions Advisor - Columbia SC Market

Bank of America Columbus, GA

Merrill Financial Solutions Advisor - Columbia SC Market Greenville, South Carolina;Aiken, South Carolina; Macon, Georgia; Spartanburg, South Carolina; Columbus, Georgia; Augusta, Georgia; Columbia, South Carolina; Camden, South Carolina Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Understands and accesses the full breadth of resources across the bank to benefit clients or prospects Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars We’re a culture that: Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever you put your 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 Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) . To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Best Match

Associate Academic Advisor

Columbus College of Art and Design Columbus, OH

SUMMARY: This full-time position reports to the Assistant Dean of Student Success & Transition Programs as part of a four-person department. The Associate Academic Advisor provides holistic, developmental, and strength-based academic advising to undergraduate, degree-seeking students in select academic majors, including Animation, Game Art & Design, and Graphic Design. This role communicates daily with students and provides expert guidance regarding academic policies, procedures, and curricular requirements. The Associate Academic Advisor interacts with students in a manner consistent with the mission and core values of CCAD's Student Affairs Division and will provide excellent customer service and possess the ability to create a welcoming and supportive environment for all students. Additionally, as a member of the CARE Team, this role will also supplement the Student Affairs Division's retention efforts by intervening with academically at-risk students and providing appropriate referrals to support resources. ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to the following: Interacts with students in a manner consistent with the mission and core values of CCAD's Student Affairs Division. Advises all undergraduate students on degree requirements, course selection and registration, academic opportunities, major selection, academic policies and procedures, and campus resources on a walk-in and appointment basis. Communicates with students' family members in accordance to CCAD policy. Maintains a close working relationship with other college offices and student support services including: Admissions, Off-Campus Study, Financial Aid, Career Services, Disability & Access Services, Registrar and Bursar. Manages problems, concerns or situations regarding students' academic experience and degree progress; advocates on students' behalf when appropriate. Guides students in establishing personal and career goals. Assumes responsibility for educating students on the registration process. Aids the Assistant Dean of Student Success & Transition Programs in monitoring degree progress and maintaining academic plans; participates in retention and persistence efforts through various initiatives and programs; develops intrusive outreach efforts with seniors approaching graduation, informed by data and best practices. Oversees a variety of focus areas that may include: Reviewing incoming credit (transfer/AP/IB/CLEP) for CCAD equivalent courses; partners with Program Chairs to coordinate transfer credit reviews of studio art courses; collaborates with the Admissions Office on transfer student needs; conducts training sessions with the Admissions Office; schedules new transfer students; posts incoming credits to student transcripts; conducts outreach to incoming transfer students; responsible for developing new initiatives to better serve this specific student population. Develops and conducts student engagement initiatives to better support student needs; collaborates with other offices to develop programming in residence halls, academic buildings, and other spaces on campus; develops co-curricular advising workshops and/or sessions to help students connect career goals to their academic choices. Executes non-retention reporting and outreach efforts; this includes running various retention reports, data tracking, progress monitoring, and student communication. Coordinates various outreach efforts to engage students, promote community, and encourage persistence. Assists the Assistant Dean with creating, facilitating, and administering informational advising workshops/sessions, new student orientation programs, and campus recruitment events. Assesses policies and procedures critically and makes recommendations for improvement. Assists in preparing reports and distributing data to members of the college community as appropriate. Utilizes proactive outreach strategies to engage students in the advising process; this includes programs around campus, communication plans, promotional events, and new student transition events. Assists students in completing the withdrawal process by conducting developmental exit interviews, processing all necessary paperwork and referrals. Serves as a CARE Responder for identified student concerns; engages in outreach and follow up with students and faculty. Coordinates internal course balancing and mass registrations (i.e., new student registration, freshmen registration). Manages a high volume of email correspondence on a daily basis. Completes data entry and processing of administrative forms. Serves on various committees and planning groups as directed by the Assistant Dean. Other duties as assigned. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required: Strong interpersonal skills. Ability to adapt in a fast-paced environment. Excellent communication, time management, and task prioritization skills. Demonstrated ability to independently manage multiple tasks and projects. Ability to manage difficult or emotional situations regarding students and/or parents. Ability to work collaboratively with a large, diverse team. Comfortable working with a large number of students from a wide range of identities and perspectives. Comfortable frequently alternating between independent and collaborative work environments. Experience with Microsoft Office Suite required. Experience with Google Suite, SCT PowerCampus, and/or Maxient a plus. EDUCATION and/or EXPERIENCE Bachelor's degree or equivalent from a four-year college required. Knowledge and understanding of student development theory a plus as well as having a background in art or design. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, reach with hands and arms. The employee frequently is required to stand; walk; and use hands to finger, handle, or feel. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate, occurring in an open space with standard office equipment noise, as well as scattered conversation. #J-18808-Ljbffr

Graduate Academic Advisor Staff

Franklin University Northwest Columbus, OH

Franklin University has a full-time opening for a Graduate Academic Advisor. Reporting to the Assistant Director of Graduate Academic Advising, the Graduate Academic Advisor will be responsible for proactively engaging students to ensure a high-quality graduate student experience that sets students up for persistence and completion. Academic Advisors apply the core principles of the Student Engagement Lifecycle (SELC), best practices in the field, and emerging research and assessment to mentor these students in their academic planning and progress, career exploration and development, and personal growth and development. The Graduate Academic Advisor will be expected to work actively in a team environment with students to enhance the graduate culture of the University. The Graduate Academic Advisor will proactively engage and advise graduate students in one-on-one (phone, face to face, virtual, email) and group settings. This individual will interpret and apply university policies and procedures to assist students in navigating their academic programs and resolving problems. Other duties include coaching students in strategies to foster their personal and professional growth and development; identifying, planning and executing needed educational programs and resources for students; effectively and efficiently utilizing the University’s technology tools, including our student communication platform, and student information system, to assess individual student progress and ensuring a quality student experience. In addition, this individual will serve as an advocate for the students in the campus community, assist students in resolving problems and challenges and proactively engage in registration outreach. The Graduate Academic Advisor will establish and maintain working relationships with faculty and develop a thorough understanding of all aspects and nuances of the academic programs and curricular options. Finally, the Graduate Academic Advisor will engage in planning and executing continual personal and professional development as a Student Affairs professional; fully engage with the profession through participation in national and regional associations, being a good consumer of emerging research in the field, and making the link between theory and research to daily practice and will be responsible for special projects and other duties as assigned. This position will require a flexible schedule to cover the priorities of the Department. Some evening events may be required and the Graduate Academic Advisor will regularly work one evening per week until 7 p.m., and one evening until 6 p.m., with two on-campus days per week and three working remotely from home. We seek someone with a Master's degree in Student Affairs, Higher Education or a closely related field with applicable experience in higher education settings. The successful candidate will exhibit a clear student-centered philosophy, be results-oriented and goal driven and have a collaborative team orientation. In addition, this individual should be a strong communicator (both orally and through written communication) who is able to prioritize and is comfortable delivering and receiving constructive/critical feedback. Prior experience advising graduate or doctoral students and utilizing a student communication platform is strongly preferred. Involvement with developing educational programs, messages, and resources to advance graduate culture desired. Prior experience that demonstrates an understanding of retention and persistence metrics, student assessment, and their application to the decision making process would be a plus. About Franklin University Founded in 1902, Franklin University has built its reputation on removing barriers to higher education for ambitious adults who must balance their educational goals with other commitments. Accredited and nonprofit, Franklin has earned its long-standing reputation as an innovator in online education. The University offers applied, in-demand undergraduate, master’s and doctorate programs that enable adult learners to achieve their educational and professional goals. From entrepreneurs to CEOs, more than 50,000 Franklin alumni can be found around the world contributing to the communities in which they live and work. Franklin offers a competitive benefits package, incentive program and free parking. In addition, Franklin provides free undergraduate tuition for employees and immediate family members, graduate tuition assistance for full-time employees and immediate family members, and a discount on doctoral tuition for employees. Franklin University is committed to creating a respectful and inclusive educational and workplace environment. Franklin does not discriminate on the basis of age, religion, race, ethnicity, color, national origin, ancestry, immigration status, sex, sexual orientation, gender identity or expression, marital or familial status, disability, or veteran or military status. Local: (614) 797-4700 Toll Free: (877) 341-6300 [email protected] Copyright 2024 Franklin University Franklin University is accredited by the Higher Learning Commission (hlcommission.org/800.621.7440) and authorized by the Ohio Department of Higher Education. Franklin University is committed to being an inclusive community free from all forms of discrimination and harassment. #J-18808-Ljbffr

Financial Advisor

UNAVAILABLE Columbus, NE

Overview Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr

Financial Advisor

Northwestern Mutual Columbus, NE

Overview Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Columbus GA M[...]

Bank of America Columbus, GA

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. We’ll help you: Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to: Unlimited potential for financial growth. A strong referral base from across the business through our relationship with one in every two households. Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors. We’re a culture that: Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes client interests. Identifies appropriate client solutions through application of learnings and new information. Applies relevant regulatory due diligence in daily activities and creating long-term client strategies. Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Learns and adapts to new technology or applications. Executes multiple tasks simultaneously. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr

Financial Advisor - Columbus Metro and Grove City OH

Thrivent Columbus, OH

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources. #J-18808-Ljbffr