Service Advisor at Mark Wahlberg Chevrolet of Worthington

Dynamic Environment

Advisor, Strategy and Performance

International Rescue Committee New York, NY

Requisition ID: req56705 Job Title: Advisor, Strategy and Performance Sector: Strategy Employment Category: Regular Employment Type:...

Posted 14 hours ago

Work Life Balance

Remote Advisor

Hire Standard Staffing New York, NY

Remote Advisor American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services...

Best Match

Academic Senior Advisor

CUNY New York, NY

Academic Senior Advisor**POSITION DETAILS****ABOUT JOHN JAY COLLEGE**John Jay College of Criminal Justice is a senior college of the City University of New York (CUNY) located steps from Lincoln Cente

Health Professions Academic Advisor

Seton Hall University Orange, NJ

Health Professions Academic AdvisorJob no: 496078 Full time/Part time: Full-time Location: South Orange Categories: AdministratorReporting to the Director of the Pre-Professional Advising Center (P-PA

Undergraduate Academic Advisor, Electrical and Computer Engineering

Stevens Institute of Technology Hoboken, NJ

Computer Engineer, Electrical, Advisor, Computer, Engineer, Graduate, Education

Private Wealth Advisor (New York)

Capital Group New York City, NY

“I can succeed as a Private Wealth Advisor at Capital Group.” One of the nation’s leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. You have the skills and experience necessary to self-generate new leads of high-net worth clients by executing a business development strategy to identify prospective clients, open new relationships and cultivate referral sources. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations. You will also help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management. You will be provided a full support structure to help you build your own practice by cultivating prospective clients and referral sources to develop your book of business. You will work alongside a diverse team of advisors and have a dedicated client service team to support the individuals, families, foundations, and endowments that you serve. We will provide you with world-class investment solutions, wealth planning and investment management expertise, marketing and administrative support, and compliance oversight. Our support structure is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces. We recently expanded our investment platform, allowing experienced advisors to easily transition existing client assets not currently invested in Capital Group services. Our robust platform gives clients access to an array of proprietary and non-proprietary services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System™, advisors can selectively use outside managers relying on research and support from our in- house manager research team. You will have access to our Wealth Advisory and Client Solutions Groups, experienced professionals with expertise in such areas as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation and philanthropy. “I am the person Capital Group is looking for.” Undergraduate degree; CFP, CFA or MBA a plus. 5 years of wealth management or related industry experience and a demonstrated interest in new business development. Demonstrated track record of sourcing and closing new high-net worth relationships Fluency with social media and LinkedIn. Ability to create a new referral network capable of generating business. Actively involved in your community, engaged with charitable organizations and able to cultivate a strong network of wealthy individuals who value the expertise you bring to the table. The Private Wealth Advisor is the knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families. Communication and presentation style capable of being tailored to distinct audiences, internally and externally. Demonstrable service orientation and capability to build strong relationships, both externally and internally. Experience in completing timely, accurate and compliant client and account activities with minimal supervision. Willingness to engage in additional training and licensing as necessary. Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $100,000 applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Compliance Advisor Manager

Capital One New York, NY

Compliance Advisor ManagerCorporate Compliance is seeking a Compliance Advisor Manager to advise Tax Credit Finance and Tax Credit Operations, together, New Market Tax Credits ("NMTC") Program on appl

Senior Wealth Advisor - Remote

Harrison Gray Search and Consulting LLC New York, NY

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: Transforms advisors into fintech entrepreneurs. Emphasizes automation and efficiency to enhance client interactions. Grows by acquiring and enhancing traditional wealth management firms. Founded by seasoned entrepreneurs with extensive VC-backed experience. Supported by top VC firms and industry executives. Role: Shape the future of wealth management through a fintech perspective. Manage high-net-worth client relationships and portfolios. Collaborate with Product Development and M&A teams. Develop new client relationships and support business development. Analyze client data and provide comprehensive financial advice. Design and implement long-term investment strategies. Advise on investment, tax, retirement, estate planning, and more. Collaborate with third-party service providers. Influence the development of advisor technology platforms. Assist in recruiting top wealth managers and training new staff. Requirements: 10+ years in investment advisory. Active client book. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Passion for ownership and impact. Interest in fintech. Ability to thrive in a fast-paced environment. Nice to have: Experience at a tech company. Analytical or technical degree (BS or MS). Experience with high-net-worth clients. Expertise in financial planning. Proficient with financial planning software. Strong organizational, analytical, and communication skills. Benefits: Top-tier medical, dental, and vision plans. Unlimited PTO and company holidays. Solo 401(k). NYC office with stunning views. Competitive compensation with revenue participation and equity. Office meals and snacks. Teledoc access. Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Student Success Advisor

AMDA New York, NY

Description Student Success Advisor The Student Success Advisor is tasked with supporting the overall day-to-day functioning and performance of the Department of Student Affairs for the New York campus. The Student Success Advisor will support and implement academic, administrative, and student services operations in order to meet retention and completion goals. The Success Advisor collaborates with faculty to ensure the academic progress and interpersonal development of AMDA students. In part, the Student Success Advisor is responsible for: managing general student concerns; promoting student engagement; holistic wellbeing; and academic, personal, and interpersonal success through individual coaching, small and large-scale programming, and through other department/institutional initiatives. Primary Responsibilities: Facilitate response to Student Concern Forms and collaborate with students and campus offices/departments to provide support for students in relation to address barriers to student success. Counsel, advise, and make referrals to students as appropriate including follow-up to ensure satisfactory resolution. Organize and facilitate programs and services that support student wellness in areas including academic, social, personal and life-skills development. Collaborate with other members of the Student Affairs Department to provide analysis and advice in relation to policies and procedures regarding student conduct/care and services for students, including risk management. In collaboration with relevant administrators, plan, host, review and be present for events and initiatives including: New Student Orientation & Move-In, Welcome Week, and Graduation. Recruit, train, advise, and evaluate a team of volunteer Peer Mentor staff. Serve as liaison with campus offices/departments including, but not limited to, Academic Services, Financial Aid, and Student Accounts. Maintain strong working knowledge of best practices in Student Affairs, Student Success, Student Support and Higher Education Administration. Work closely with AMDA's Licensed Mental Health Counselors, as needed. Through a data informed approach, identify trends and areas of need, and offer ideas and initiatives to Senior Student Affairs Staff. Other duties as assigned Qualifications: Bachelor's Degree in a related field required; Master's degree in College Student Personnel Administration, Higher Education, or closely related field or equivalent experience preferred. Preferred 2 or more years of experience in a higher education institution, preferably in Student Orientation, Student Life/Activities, and/or Student Leadership. Experience dealing with students in crisis and/or crisis situations is preferred. Excellent interpersonal, written, presentation, and oral communication skills, delivered in a manner appropriate to the audience. Ability to establish priorities, organize, schedule, and solve problems and tasks. Ability to self-start projects and include appropriate staff/faculty, as needed. Ability to demonstrate integrity, credibility, confidentiality, and responsibility in all interactions; possess high ethical standards and an honest, open, and consistent approach to working with peers, employees, and Senior Leadership. Ability to engage in critical thought and analyze all types of quantitative and qualitative data into informational reports and presentations for strategic planning and problem-solving. Proven ability to synthesize detailed, complex information into clear and compelling recommendations and briefings. Demonstrated ability to model appropriate professional, ethical and collaborative behaviors that engender collaboration, trust, and respect consistent with the responsibilities of the position. Position Information: The regular schedule for this role is Monday-Friday 9am-6pm. This position will work in-person on campus. This is subject to change based on department needs. The pay range for this position is $24-$26 an hour. This position is subject to a background check upon a conditional offer of employment and a reference check. Diversity and Qualifications: AMDA is fully committed to diversity, inclusivity, and equity throughout the teaching and learning process. We encourage applications from individuals who have extensive experience working with students from diverse backgrounds. Successful candidates will have a sensitivity to, and understanding of, the diverse academic, socioeconomic, cultural, gender identity, sexual orientation, and ethnic backgrounds of our students, including disabilities that may affect students' development and learning styles. Members of traditionally underrepresented groups are encouraged to apply. AMDA provides equal employment opportunities to all employees and applicants for employment in which no person is subjected to discrimination or harassment on the basis of actual or perceived race, color, ancestry, national origin, religion, creed, age, disability, sex, gender, sexual orientation, gender identity, gender expression, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by federal, state, or local laws. This policy applies to all aspects of employment, including, but not limited to, recruiting, hiring, placement, supervision, promotion, working conditions, termination, layoff, demotion, transfer, compensation, and training.

Merrill Financial Solutions Advisor - 5th Ave Market

Bank of America New York, NY

Merrill Financial Solutions Advisor - 5th Ave Market NEW YORK, New York 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.

Columbus, OH

Posted 17 days ago

Automotive

Job Description

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.