associate financial representative

Northwestern Mutual

<p><b>Job Description</b></p><p>An established Northwestern Mutual Financial Advisor is looking for a highly organized, motivated, and relationship-driven Associate Financial Representative (AFR) to support daily operations and client service. This role is ideal for an entry-level candidate or someone with 1&ndash;2 years of experience in finance, administrative support, or client service that thrives in a structured, fast-moving environment, enjoys building efficient systems, and values playing a key support role in financial planning and client relationships. On-site is preferred, with potential for partial remote flexibility as proficiency grows.</p><p>Ideal Start Date: April 2026 (flexible for the right candidate)</p><p><b>Why Northwestern Mutual &amp; Why This Career Matters</b>:</p><p>Northwestern Mutual is a nationally recognized leader in financial planning, known for its long-term stability and client-first approach. Working within an advisor&rsquo;s practice means being part of the team that helps individuals and families feel more secure about their financial future. As the AFR, the work you do behind the scenes preparing for meetings, organizing financial plans, coordinating with planning teams, and supporting client needs -directly impacts the advisor&rsquo;s ability to provide meaningful guidance. You become an essential part of the client experience and the overall success of the practice.</p><p><b>Responsibilities</b>:</p><p><b>Client &amp; Advisor Support (60%)</b></p><ul><li>Conduct high volume outbound calls to prospective clients</li><li>Reconnect with existing clients to schedule follow up appointments</li><li>Prepare client meeting materials, summaries, and reports</li><li>Assist with gathering and organizing client data for appointments</li></ul><p><b>Operational &amp; Planning Coordination (30%)</b></p><ul><li>Work directly with internal financial planning teams to support plan updates, case prep, and data organization</li><li>Maintain CRM accuracy, service requests, and compliance documentation</li><li>Track follow-ups, pipeline movement, deadlines, and outstanding requirements</li><li>Help build structure and streamline office processes</li></ul><p><b>New Business &amp; Underwriting (10%)</b></p><ul><li>Submit new business applications (life, disability, and planning cases)</li><li>Communicate with underwriting, monitor case progress, and manage requirements</li><li>Document case notes, updates, and client interactions in real time</li></ul><p><b>What We&rsquo;re Looking For:</b></p><ul><li>Prior administrative, operations, or client-service experience (financial services a plus)</li><li>Strong verbal and written communication skills</li><li>Highly organized with excellent attention to detail</li><li>Proactive mindset with the ability to anticipate needs and manage multiple priorities</li><li>Tech-savvy: familiar with CRM systems, Microsoft Office, and scheduling tools</li><li>Athletic backgrounds a plus (discipline, competitiveness, strong work ethic)</li></ul><p><b>Licensing</b></p><ul><li>NYS Life &amp; Health license preferred--Must obtain within 6 months of hire if not currently licensed (support is provided)</li><li>We fully sponsor all licensing exams, including the New York State Life, Accident &amp; Health (LAH), SIE, Series 6/7, and Series 63</li></ul><p><b>Compensation</b></p><ul><li>$50,000&ndash;$60,000 salary, depending on experience</li></ul><p><b>Job Type: Full-time </b></p><p><b>Work Location: In-person (financial district, 10004)</b></p><p>Pay: $50,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Associate Financial Representative

Northwell Health

<div>Job Description
<p>The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience.</p>
<p>
Job Responsibility</p>
<p>
1.Assists in the verification of insurance benefits for services prior to admission.<br>
2.Obtains timely pre-authorization for all outpatient and inpatient services.<br>
3.Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes.<br>
4.Helps in coordinating inpatient billing.<br>
5.Provides support for all finance issues and ensures that activities occur in compliance with appropriate regulations and contractual obligations.<br>
6.Assists in patient billing and maintaining pertinent records as required for maintenance of certification.<br>
7.Helps in coordinating with nursing staff in planning and organizing program activities.<br>
8.Majority of contact is internal and/or customer service oriented.<br>
9.Work and tasks are most often routine, structured and transactional in nature; work requires minimal variance from guidelines and procedures.<br>
10.Makes routine decisions regarding assigned task within defined parameters, often limited and confined to on going matters.<br>
11.Elevates questions, problems and significant challenges to more senior team members for direction or subject matter expertise.<br>
12.Prioritizes basic tasks; priorities typically guided by standard practices or by others.<br>
13.Ensures timely and accurate performance of responsibilities for a single area or group of closely related tasks.<br>
14.Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.</p>
<p>
Job Qualification</p>
<ul><li>High School Diploma or equivalent required.</li><li>Associate&rsquo;s Degree or equivalent combination of education and related experience preferred.</li><li>0-1 years relevant experience preferred.</li><li><b>Additional Salary Detail</b></li></ul>
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).</div>

Associate Financial Services Representative

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p>
The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor&rsquo;s goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.</p><p><b>
What will you do?</b></p><ul><li>
Study for and obtain the Associate Financial Advisor program&rsquo;s required licensing<ul><li>
Study and pass series 7 exam.</li><li>
Study and pass series 66 and life and health insurance exams.</li></ul></li><li>
Complete Associate Financial Advisor program assignments within the curriculum&rsquo;s timelines<ul><li>
RBC tools and technology introduction</li><li>
RBC policies and procedures</li><li>
Products and services&mdash;including scenarios and case studies</li><li>
Compliance</li><li>
Planning, marketing, prospecting, and servicing</li></ul></li><li>
Report activities and results per the Associate Financial Advisor program&rsquo;s requirements<ul><li>
Implement specific coaching from the Associate Financial Advisor sales manager</li></ul></li><li>
Become familiar with RBC Wealth Management<ul><li>
Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor</li><li>
Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies</li><li>
Complete all RBC WM new employee orientation online modules and others as required</li></ul></li></ul><p><b>
What do you need to succeed?</b></p><p><b>
Must-have</b></p><ul><li>
Bachelor&rsquo;s degree or equivalent work experience</li><li>
Ability to obtain Series 7 and Series 66 and life and health insurance exams within 180 days of beginning employment at RBC</li><li>
Ability to take initiative and function independently</li><li>
Excellent interpersonal and marketing skills</li><li>
Strong drive and dedication</li><li>
Demonstrated ability to develop and promote business; a track record of success Ability to make solid decisions in a fast paced, quick turnaround environment</li></ul><p><b>
Nice-to-have</b></p><ul><li>
Entrepreneurial experience</li><li>
Active in a community, athletic or business group</li><li>
Fundraising experience</li></ul><p><b>
What&rsquo;s in it for you?</b></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable</li><li>
Leaders who support your development through coaching and managing opportunities</li><li>
Ability to make a difference and lasting impact</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team</li><li>
Flexible work/life balance options</li><li>
Opportunities to do challenging work</li><li>
Opportunities to take on progressively greater accountabilities
</li><li>Access to a variety of job opportunities across business</li></ul><p></p><p>
The expected salary range for this particular position is $55,000-$88,000, depending on your experience, skills, and registration status, market conditions and business needs.</p><p>
You have the potential to earn more through RBC&rsquo;s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.</p><p>
RBC&rsquo;s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:</p><ul><li>
Drives RBC&rsquo;s high-performance culture</li><li>
Enables collective achievement of our strategic goals</li><li>
Generates sustainable shareholder returns and above market shareholder value</li></ul><p></p><p><b>
Job Skills</b></p>
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement<p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
111 SOUTH WACKER DRIVE, SUITE 3200:CHICAGO<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Chicago<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2026-03-19<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2026-03-26<p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
Our Employment Opportunities</b></p><p></p><p>
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
<br>
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.<br>
<br>
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p>
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.</p></div>

Associate Financial Advisor

Edward Jones

<div><b>There's power in partnership.
</b><br>
<br>
You want to make an impact. We'll help you do it. As a licensed branch associate at Edward Jones, you'll work side by side with a financial advisor to serve clients, strengthen relationships, and deliver an exceptional experience.<br>
<br>
You'll have access to industry-leading training, innovative tools, and mentorship to help you grow your skills and advance your career. As part of a close-knit branch team, you'll build meaningful connections and play a vital role in helping clients achieve what matters most.<br>
<br>
This is your opportunity to learn, lead, and build a career that changes lives including your own.<br>
<br>
<b>Job Overview</b><br>
<br>
<b>Position Schedule: </b>Full-Time<br>
<br>
Branch Address: 82 Woodstock Avenue, Rutland, VT<br>
<br>
This job posting is anticipated to remain open for 30 days, from 19-Mar-2026. The posting may close early due to the volume of applicants.<br>
<br>
<b>If you're looking for a challenging and rewarding career</b>, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.<br>
<br>
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.<br>
<br>
<b>We'll give you the support you need.</b><br>
<br>
<b>Our team will be there every step of the way, providing:</b><br>
<ul><li>
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program</li><li>
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources</li></ul><br>
<b>
What characteristics would make you a successful Associate Financial Advisor?</b><br>
<ul><li>
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions</li><li>
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate</li><li>
Resiliency and adaptability in a nimble learning environment</li><li>
Attention to detail, strong organizational and time management skills</li></ul><br>
<b>
Can you see yourself...</b><br>
<ul><li>
Providing personalized investment and financial solutions to clients?</li><li>
Cultivating relationships in your local community to grow the business?</li><li>
Contributing to the branch business plan to increase branch effectiveness?</li></ul><br>
<b>
As a salaried professional, you can also expect...</b><br>
<ul><li>
A culture of continuous improvement and professional development</li><li>
Full-time Associates receive the following benefits:<ul><li>
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li></ul></li></ul><br>
<b>
You'll be competitively compensated...</b><br>
<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.<br>
<li>
</li></ul><br>
<br>
<b>Hiring Minimum:</b> $65000.00<br>
<b>Hiring Maximum:</b> $70400<br>
<br>
Read More About Job Overview<br>
<br>
<b>Skills/Requirements</b><br>
<br>
<b>Key responsibilities with existing and newly created clients</b><br>
<br>
Responsibilities may include:<br>
<ul><li>
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.</li><li>
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.</li><li>
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.</li><li>
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.</li><li>
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.</li><li>
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.</li><li>
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.</li><li>
Continually develop yourself to grow personally and professionally.</li></ul><br>
<b>
Job Requirements</b><br>
<ul><li>
High School Diploma/Equivalent required; Bachelor's degree preferred</li><li>
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period</li><li>
At least 3-5 years of relevant experience in securities industry preferred</li><li>
FINRA licenses required within three months. State insurance licenses required</li><li>
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing</li></ul><br>
Read More About Skills/Requirements<br>
<br>
<b>Awards &amp; Accolades</b><br>
<br>
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.<br>
<br>
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones<br>
<br>
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones<br>
<br>
Read More About Awards &amp; Accolades<br>
<br>
<b>About Us</b><br>
<br>
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.<br>
<br>
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
<br>
<br>
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
<br>
<br>
View our Purpose, Inclusion and Citizenship Report.<br>
<br>
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
<br>
<br>
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div>

Benjamin F Edwards & Co

<div><p><b>Registered Financial Client Associate</b></p><p><b>
Summary:</b></p><p>
The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all clients needs are met in a timely and efficient manner. Registered Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.</p><p>
The Registered Financial Client Associate assists the Financial Advisor (s) with minimal supervision by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure.</p><p><b><br>
Essential Duties &amp; Responsibilities:</b></p><ul><li>
Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments.</li><li>
Assist with preparing reports and materials for client meetings.</li><li>
May participate in live meetings with the Financial Advisor (s) and their clients.</li><li>
Provide quotes and other account-related information to assist clients.</li><li>
Accept and enter orders from clients and/or on behalf of the Financial Advisor (s).</li><li>
Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.</li><li>
Interacts daily on the phone and in person with clients handling basic inquiries and scheduling appointments.</li><li>
Ensure client information and documentation is current with firm and industry requirements, rules, and regulations. Research and resolve account problems, missing documents, etc.</li><li>
Identify errors and initiate corrective measures. Follow up and relay correct information to clients.</li><li>
Create, prepare and review daily client reports for Financial Advisor(s).</li><li>
Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.</li><li>
Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.</li><li>
Maintain files in accordance with firm and regulatory guidelines.</li><li>
Perform various administrative tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.</li><li>
Acts as a mentor and is a resource to other team members; assists with training as needed.</li><li>
Perform administrative duties as required by the Financial Advisor(s) or Branch Manager.</li><li>
Provide backup support as required to other branch support personnel.</li><li>
Perform other related duties as assigned.</li></ul><p></p><p><b><br>
Qualifications:</b></p><ul><li>
Proficient experience with Microsoft Office Suite and ability to learn other software and technology.</li><li>
Analyze problems and establish solutions.</li><li>
Ability to work independently with minimal supervision and as a member of a team; collaborate with others.</li><li>
Ability to demonstrate seasoned judgement by handling clients with a high degree of professionalism.</li><li>
Take initiative and proactively follow up on items to ensure completion, resolve errors, answer questions and follow up on concerns.</li><li>
Organize, prioritize and manage multiple tasks in a fast-paced, evolving environment while delivering accurate and timely results.</li><li>
Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.</li><li>
Exercise discretion in handling confidential information.</li></ul><p></p><p><b><br>
Education and/or Work Experience</b>:</p><ul><li>
Minimum Required: Bachelor&rsquo;s degree or equivalent work experience.</li><li>
Minimum required: 2+ years of client service experiences in financial services experience or equivalent.</li></ul><p></p><p><b><br>
Pay Range</b></p><ul><li>
Between $25.43 to $31.78 per hour</li></ul><p></p><p><b><br>
Licenses/Registration:</b></p><ul><li>
Minimum required: Series 7 and Series 63/65 or Series 66.</li></ul><p></p><p><b><br>
Work Environment:</b></p><p>
This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.</p><p></p><p><b><br>
About Benjamin F. Edwards</b></p><p>
If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.</p><p>
We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.</p><p>
We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm&rsquo;s mission statement.</p><p>
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
</p><p><i>Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.</i></p><p><i>
Benjamin F. Edwards is an Equal Opportunity Employer.</i></p><div>
#LI-Onsite</div></div><p></p>

Registered Financial Client Associate

Rabobank

<div><p>The role will involve offering corporate finance guidance to the bank's clients and potential clients. This includes recognizing, organizing, promoting, and carrying out value-added corporate finance solutions for our clients.</p><h2 class="jobSectionHeader"><b>
You and Your Job</b></h2><p>
As an Associate - Financial Advisory and Solutions you will be successful at contribution to the financial performance of Financial Advisory &amp; Solutions. Contribution to risk assessment/management skills, as measured by quality of analysis of proposed transactions, and proposed risk-mitigating credit structures and solutions</p><p>
The role will involve offering corporate finance guidance to the bank's clients and potential clients. This includes recognizing, organizing, promoting, and carrying out value-added corporate finance solutions for our clients.</p><h2 class="jobSectionHeader"><b>
Job Responsibilities</b></h2><ul><li>
Perform / lead preparation of various capital structuring analyses, including rating analysis, cost of capital analysis, liquidity stress tests and peer benchmarking</li><li>
Present capital structuring advice to clients and prospects, and lead discussions with clients/prospects&rsquo; CFOs/treasurers</li><li>
Participate in, and over time, lead the origination and execution of tailored structured solution transactions for our clients including:</li><li>
Identifying clients&rsquo; unique financing needs</li><li>
Structuring tailored solutions</li><li>
Preparing and presenting marketing materials</li><li>
Preparing term sheets</li><li>
Negotiating terms</li><li>
Legal documentation</li><li>
Internal credit applications &amp; other approvals</li></ul><h2 class="jobSectionHeader"><b>
Your Promise to Us:</b></h2><p>
To be considered for the Associate - Financial Advisory and Solutions role, you must have:</p><ul><li>
Bachelor's Degree</li><li>
4+ years of experience</li><li>
Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.</li></ul><h2 class="jobSectionHeader"><b>
Our Commitment to you &ndash; cultivating your way beyond pay:</b></h2><p>
Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff.</p><p>
We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.</p><p>
Our employee benefits are focused on four main components:</p><ul><li><b>
Physical Well-Being</b> includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs.</li><li><b>
Financial Well-Being</b> provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That&rsquo;s why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions.</li><li><b>
Emotional Well-Being</b> ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.)</li><li><b>
Workforce Well-Being </b>supports a hybrid working model that offers the flexibility to split your time between home and the office&mdash;typically 2&ndash;3 days remote and the remaining days onsite&mdash;promoting both productivity and personal well-being.</li></ul><h2 class="jobSectionHeader"><b>
Our Organization:</b></h2><p>
Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world&rsquo;s largest banks with over $678 billion in assets.</p><p>
In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit <b>www.RabobankNA.com</b></p><h2 class="jobSectionHeader"><b>
Salary Expectations:</b></h2><p><b>
Target Hiring Range: $115,000.00 - $185,000.00</b></p><p>
This position is subject to the terms of [RAF/Rabobank/RDS]&rsquo;s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.</p><p>
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.</p><p><b>
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?</b></p><p>
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.</p><p><b>
#LI-Hybrid</b></p></div>

Associate - Financial Advisory and Solutions

F&M Trust

<div>
 F&amp;M Trust is looking to hire a Financial Services Representative (FSR) at our Greencastle Office. As an FSR, one will service current and new customers of the bank. This individual will provide exceptional customer service while performing a wide array of transactions for our consumer and business customers. Additionally, this individual will recommend bank products and services that will benefit our customers. If not knowing bank products and services scares you, don't worry, we'll train you on product knowledge. And do you know what is even more exciting? After completing your initial training period, you'll advance your career in the banking industry by gaining even more knowledge and skills that will enable to you open accounts for customers. All we ask from you is to be committed to building your knowledge and skills that will make you a successful contributor to our team.
 <br/>
 <br/>
 This full-time financial services representative will work approximately 36-40 hours per week and receive a competitive wage and comprehensive benefits package.
 <br/>
 <br/>
 Benefits Include
 <br/>
 <br/>
 <ul>
  <li>
   Medical, Dental, and Vision Insurance
  </li>
  <li>
   Immediate Access to Paid Time Off and 11 Paid Bank Holidays Annually
  </li>
  <li>
   401(k) with up to a 6% Match
  </li>
  <li>
   Wellness Programs
  </li>
  <li>
   Paid Life Insurance, Short-term Disability, and Long-term Disability
  </li>
  <li>
   Educational Assistance
  </li>
  <li>
   Ongoing Training and Advancement Opportunities
  </li>
  <li>
   And Much More!
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High School diploma or equivalent
  </li>
  <li>
   Desire to excel in a sales and service environment
  </li>
  <li>
   Openness to training and development opportunities
  </li>
  <li>
   Communicates in a professional and courteous manner
  </li>
  <li>
   Supports and works well within a team environment
  </li>
  <li>
   Able to adapt to change and multiple priorities
  </li>
  <li>
   Detail-oriented
  </li>
  <li>
   Outgoing personality
  </li>
  <li>
   Previous customer service, sales, and/or cash handling experience is preferred, but not required
   <br/>
   <br/>
  </li>
 </ul>
 The Team
 <br/>
 <br/>
 At the Greencastle Office, the full team consists of an Community Office Manager who oversees a cluster of offices - Greencastle and Marion, Assistant Community Office Manager, Senior Financial Services Representative, Relationship Banker and 2 other full-time FSRs beyond this position. The Greencastle team will also work closely with the Marion team on an ongoing basis.
 <br/>
 <br/>
 To help our job title resonate with you, other financial institutions may title their positions like the following: bank teller, banking associate, banking representative, branch banker, community banking associate, csr, customer service associate, customer service representative, member services representative, msr, personal banker, relationship banker, retail associate, retail banker, sales associate, sales rep, sales representative, teller, teller/CSR, universal banker, or universal teller.
 <br/>
 <br/>
 F&amp;M Trust is an Equal Opportunity Employer - Disability/Vet
 <br/>
 <br/>
 Salary: $16.00 - $18.00 per hour
 <br/>
 <br/>
 <em>
  Job Posted by ApplicantPro
 </em>
</div>


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