financial adviser

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates&rsquo; physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. 
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins 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 &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America&rsquo;s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you&rsquo;ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your position requires SAFE Act registration, you will be 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 your immediate termination.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
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.</li><li>
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.</li></ul>
Required Qualifications:<ul><li>
Aptitude in obtaining required industry licenses</li><li>
Must be self-disciplined in managing time and capacity</li><li>
Experience in cultivating client relationships, accessing needs and recommending solutions</li><li>
Success creating strong peer relationships through effective communication and collaboration</li><li>
Demonstrates a results-driven mindset while prioritizing client&rsquo;s interest in a complex, fast-paced environment</li><li>
Executes multiple tasks simultaneously</li><li>
Learns and adapts to new technology or applications</li></ul>
Desired Qualifications:<ul><li>
Currently holds FINRA Securities Industry Essentials (SIE)</li><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li></ul>
Skills:<ul><li>
Client Experience Branding</li><li>
Client Solutions Advisory</li><li>
Investment Management</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Client Management</li><li>
Customer and Client Focus</li><li>
Portfolio Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Business Acumen</li><li>
Executive Presence</li><li>
Oral Communications</li><li>
Risk Management</li><li>
Trading</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday &ndash; Fridays and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Solutions Advisor Registration Candidate - Airport Center

The Piedmont Group

<div>Financial Advisor Assistant 
Location: Dunwoody, GA
Job Type: Full-Time, permanent
Salary: up to $60K, depending on experience
Hybrid: After training ~ 2 days remote, 3 days in the office 
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment. 
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 
Key Attributes<ul><li>
High level of professionalism and confidentiality</li><li>
Strong problem-solving mindset</li><li>
Self-starter with the ability to anticipate needs</li><li>
Team-oriented with a client-first attitude</li><li>
Compensation Benefits</li><li>
Competitive salary based on experience</li><li>
Bonus opportunities</li><li>
Health benefits and retirement plan options</li><li>
Paid time off and holidays</li><li>
Opportunities for professional growth and licensing support</li></ul> 

Compensation:
$60,000 
Responsibilities:
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 

Qualifications:<ul><li>
2+ years of administrative or client service experience (financial services preferred)</li><li>
Strong organizational skills and attention to detail</li><li>
Excellent written and verbal communication skills</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook)</li><li>
Ability to manage multiple priorities and meet deadlines</li></ul> 
Preferred:<ul><li>
Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)</li><li>
Familiarity with financial products (investments, insurance, retirement plans)</li><li>
Securities licenses (Series 6, 7, or 65/66) or willingness to obtain</li><li>
Experience with financial planning software</li></ul> 

About Company 
Why Financial Advisors Choose The Piedmont Group
We Offer Our Advisors:<ul><li>
Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees</li><li>
Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career</li><li>
Aggressive, performance-driven, and bonus-structured compensation</li><li>
Licensure sponsorship/reimbursement</li><li>
Your existing and new business is yours</li><li>
We are a non-captive agency</li><li>
Concierge-level advisor services</li><li>
Innovative tools and technology to scale your practice</li><li>
100+ seasoned advisors that can mentor &amp; assist in business growth</li></ul>
At The Piedmont Group, advisors gain a true strategic partner&mdash;one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.</div>

Financial Advisor Assistant

Allegiant Wealth Partners

Job Overview We are seeking a proactive and detail-oriented PART-TIME Financial Advisor Assistant to join our dynamic team. This energetic role offers an exciting opportunity to support financial advisors in delivering exceptional client service and ensuring smooth office operations. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a passion for people and customer support. As a key member of our Mid-South Team, you will help streamline administrative processes, manage client interactions, and contribute to the overall success of our financial advisory services.Duties<ul><li>Provide comprehensive administrative support to financial advisors, including scheduling appointments and managing calendars.</li><li>Handle greeting clients professionally and directing inquiries efficiently.</li><li>Manage multi-line phone systems, answer incoming calls with courteous phone etiquette, and route messages accurately.</li><li>Maintain organized client files through meticulous filing, data entry, and record keeping using digital tools like Microsoft Office and Google Workspace.</li><li>Assist with bookkeeping tasks using proprietary software applications that you will be trained to use.</li><li>Support office management duties such as supply ordering, document proofreading, and ensuring a well-organized workspace.</li><li>Facilitate customer support by addressing client questions promptly and providing exceptional service to enhance client satisfaction.</li></ul>Requirements<ul><li>Proven experience in office management, clerical work, or administrative roles within a professional environment.</li><li>Strong computer literacy with proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google Workspace.</li><li>Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently.</li><li>Demonstrated experience with multi-line phone systems, phone etiquette, and customer service excellence.</li><li>Attention to detail in proofreading documents and maintaining accurate data entry records.</li><li>Prior personal assistant or office experience is preferred.</li><li>Strong interpersonal skills combined with professionalism to support clients and team members alike. Join us as a Financial Advisor Assistant where your enthusiasm meets your expertise! Help us deliver outstanding service while growing your career in a vibrant environment dedicated to excellence and client success.</li></ul>Pay: $32,000.00 - $44,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li></ul>Work Location: In person

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2>
The successful candidate for this position will play a critical role in supporting and overseeing the compliance program for an SEC‑registered investment adviser and affiliated registered investment companies. This individual will bring deep regulatory expertise, strong judgment, and exceptional communication skills to provide practical, risk‑based compliance guidance across the organization. The role requires the ability to pivot quickly as regulatory expectations, business initiatives, and job needs evolve, while maintaining a high standard of accuracy, documentation, and professionalism.
Key Responsibilities:<ul><li>
Investment Adviser &amp; Investment Company Compliance</li><li>
Provide day‑to‑day compliance support for an SEC‑registered investment adviser, including interpretation and application of the Investment Advisers Act of 1940 and related SEC rules.</li><li>
Support compliance oversight for registered investment companies, including mutual funds or similar products, in coordination with internal stakeholders and service providers.</li><li>
Assist with the development, implementation, and maintenance of compliance policies, procedures, and controls designed to meet evolving regulatory expectations.</li><li>
Review and approve marketing, advertising, and communications materials in accordance with the SEC Investment Adviser Marketing Rule and applicable FINRA standards.</li><li>
Partner closely with marketing, legal, and business teams to ensure communications are accurate, balanced, and compliant while supporting business objectives.</li><li>
Maintain documentation and records supporting marketing review and approval processes, including substantiation and required disclosures.</li><li>
Translate complex regulatory concepts into clear, practical guidance for business partners and senior leadership.</li><li>
Monitor regulatory developments and assist in assessing their impact on policies, procedures, and business practices.</li><li>
Support compliance testing, certifications, and periodic reviews.</li><li>
Demonstrate flexibility and adaptability by taking on new responsibilities as the compliance program and business needs evolve.</li></ul><div>
Basic Qualifications 
<ul><li>Bachelor's degree, or equivalent work experience</li><li>Typically more than six years of applicable experience</li></ul></div><ul><li>Series 6 or Series 7 at minimum, and ideally Series 24 and/or Series 26 (or willingness to obtain)</li></ul>
Preferred Skills/Experience<ul><li>Compliance experience with an SEC‑registered investment adviser, including hands‑on responsibility for advisory compliance matters.</li><li>FINRA registration/licensure, with active licenses or the ability to obtain required registrations within 4 months of start date (e.g., Series 7, 24, 63, 65, or equivalent, as applicable).</li><li>Demonstrated experience supporting registered investment company compliance.</li><li>Strong working knowledge of marketing and advertising review requirements under the SEC and FINRA frameworks.</li><li>Exceptional written and verbal communication skills, with the ability to explain complex regulatory concepts clearly and effectively.</li><li>Proven ability to pivot, prioritize, and adapt in a dynamic regulatory and business environment.</li><li>Strong research, analytical, and administrative skills, with a high level of accuracy and attention to detail.</li></ul>
Location expectations 
This role requires working from a U.S. Bank location three (3) or more days per week.
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Compliance Manager

Mercer Advisors

<div><div>Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div> 
Job Summary:
The Compliance Analyst supports the firm's enterprise compliance program by serving as a primary point of contact for employee compliance inquiries, managing incoming compliance requests through the firm's ticketing system, and administering employee onboarding, registrations, certifications, and regulatory filings. This role plays a critical operational function in maintaining compliance with SEC and state regulatory requirements applicable to a nationally operating registered investment adviser.
Essential Job Functions for the Compliance Analyst will include but are not limited to the following:

Employee Inquiries &amp; Compliance Ticket Management
<ul>
<li>Serve as a first‑line resource for employee compliance inquiries, providing guidance on policies, procedures, and regulatory requirements or escalating matters as appropriate.</li>
<li>Manage and monitor incoming requests through the firm's compliance ticketing system, ensuring timely intake, tracking, resolution, and documentation.</li>
<li>Route inquiries to appropriate compliance team members and follow up to ensure completion and proper recordkeeping.</li>
<li>Develop competency and expertise in compliance software and systems used to support the compliance operations function.</li>
<li>Maintain logs and metrics related to compliance inquiries and issue resolution.</li>
</ul>
Employee &amp; Firm Registrations
<ul>
<li>Support the onboarding, offboarding, and ongoing maintenance of employee registrations, including preparation and processing of Form U4, U5, and amendments, as applicable.</li>
<li>Coordinate with Human Resources, Legal, and external partners to ensure timely and accurate registration filings.</li>
<li>Track employee licensing, registrations, continuing education requirements, and related attestations.</li>
<li>Assist with firm‑level registrations and notice filings across all 50 states, as applicable.</li>
</ul>
Regulatory Filings &amp; Recordkeeping
<ul>
<li>Assist with the preparation, maintenance, and submission of regulatory filings, including Form ADV (Parts 1, 2A, and 2B) and other periodic or event‑driven filings.</li>
<li>Maintain supporting documentation for regulatory filings and compliance activities in accordance with record retention requirements.</li>
<li>Monitor regulatory calendars to ensure required filings and updates are completed accurately and on time.</li>
<li>Assist with responses to routine regulatory inquiries and information requests.</li>
</ul>
General Compliance Support
<ul>
<li>Assist with administration of the firm's compliance program, including policies and procedures, training tracking, and compliance documentation, and code of ethics administration.</li>
<li>Support preparation for SEC examinations and state regulatory reviews, including document collection and tracking of examiner requests.</li>
<li>Stay current on regulatory developments affecting investment advisers and escalate relevant changes to senior compliance staff.</li>
<li>Perform additional compliance‑related duties and special projects as assigned.</li>
</ul>
 Required Knowledge, Skills and Abilities:
<ul><li>Bachelor's degree required.</li>
<li>1&ndash;3 years of experience in a compliance, regulatory, or operations role within an investment adviser, broker‑dealer, or financial services firm.</li>
<li>Working knowledge of SEC investment adviser regulations and state registration requirements.</li>
<li>Preferred, but not required, to have experience with FINRA Gateway system as it is utilized for investment adviser registration activities.</li>
<li>Strong organizational skills and ability to manage multiple priorities in a deadline‑driven environment.</li>
<li>High attention to detail with strong documentation and follow‑through skills.</li>
<li>Professional and responsive communication style when interacting with employees and stakeholders.</li>
<li>Ability to exercise sound judgment and escalate issues appropriately.</li>
<li>Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint; experience with compliance tracking or ticketing systems a plus.</li>
</ul>
Certificates, Licenses, Registrations:
<ul><li>IACCP, CSCP or equivalent preferred, not required.</li>
</ul>
 Work Schedule: Monday through Friday, 8:00AM &ndash; 5:00PM

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.<div>
Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. 
CCPA Notice at Collection</div></div>

Compliance Operations Analyst

Greater Milwaukee Foundation

<div><div><div>Job Opportunity:
 
Philanthropic Adviser &ndash;
Partnership Foundations 
 
The Greater Milwaukee Foundation is how Milwaukee works together. For over a century, we have helped
 
generous people give back to the community. Together with donors and partners throughout the region,
the Foundation invests in the potential of people and places, supports community-grown solutions and
strives to end the systemic racism that holds our region back. Through the power of transformative
 
philanthropy and social change, we are focused on shaping a future where everyone thrives &ndash; a Milwaukee
for all. 
 
You can make a difference as we seek a Philanthropic Adviser &ndash; Partner Foundations! The Philanthropic
Adviser manages a portfolio of donors and philanthropic partners connected to our Partner Foundations
 
and the communities they serve, building strong relationships with individuals and families to support their
philanthropic goals through thoughtful engagement, strategic giving, and alignment with Foundation
 
priorities. In partnership with senior staff, this role also supports the coordination and ongoing work of
Partner Foundations, including donor engagement, meeting preparation, and administrative support, while
strengthening relationships, encouraging current and legacy giving, and helping guide philanthropic
 
investments that advance community impact. 
 
Essential Duties &amp; Responsibilities
Key Responsibilities
<ul><li>Maintains an active portfolio of 150-200 donors/funds that is measured by annual donor contacts,
</li></ul>growth in funds through lifetime and legacy giving, co-investment in Foundation priorities and
grantmaking into the community. Manages progress toward a specified number of meetings,
 
qualifications, solicitations, commitments and contributes to annual team fundraising and long-

term donor engagement goals.
<ul><li>Qualifies, cultivates, solicits and stewards current and prospective donors for giving and
</li></ul>grantmaking, which includes partnering with staff and volunteers and communicating information
in a clear and timely manner.
<ul><li>Develops and executes strategies to engage donors, prospects, advisers and volunteers of color to
</li></ul>advance the Foundation&rsquo;s commitment to racial equity and inclusion.
<ul><li>Develops in-depth knowledge of donors and advisers and documents information aligned with the
</li></ul>donor engagement process for each assigned donor.
<ul><li>Initiates regular communication with donors and their advisers to service funds and cultivate
</li></ul>expanded relationships, resulting in the identification of new prospective donors and advisers,
 
which includes exercising a high level of responsiveness to calls, emails and letters received.
<ul><li>Maintains accurate and detailed records of all interactions with prospects, agency representatives
</li></ul>and donors, which includes gift agreements, grant recommendations, contact reports, meeting
minutes and correspondence.
<ul><li>Advances fund change requests and inactive fund process and handles challenging issues that may
</li></ul>arise with the fund or the advisers connected to it.
<ul><li>Collaborates with the Senior PA to set annual stewardship and engagement plans for the partner
</li></ul>foundation/supporting organization service line.
<ul><li>Serves as an active and respected leader and ambassador for the Foundation in the local
</li></ul>community, maintaining a strong network of diverse community leaders, professionals, etc. 
 
General
<ul><li>Serves as a resource to the Senior PA and Senior Director of Stewardship and Donor Services to
</li></ul>enhance donor service and engagement.
<ul><li>Contributes to the annual goals and objectives for the DPS team, as well as the successful
</li></ul>achievement of the Foundation&rsquo;s major fundraising initiatives.
<ul><li>Remains current in professional and Foundation best practices, policies and processes, including
</li></ul>gift agreements, service lines, fund types, spending policy, investment performance, fee structure 
 
Job Description &ndash; Philanthropic Adviser &ndash; Partner Foundations Page 1 of 3
</div></div><div><div>and new legislation related to charitable giving, with the ability to communicate these concepts to
 
prospects and donors.
<ul><li>Participates in community events, professional development and/or networking opportunities to
</li></ul>enhance the visibility of the Foundation.
<ul><li>Serves on cross-functional team committees to improve internal and external processes.
</li></ul><ul><li>Speaks compellingly on the value of the Greater Milwaukee Foundation in all settings.
</li></ul><ul><li>Participates in assigned meetings, events and training as required. 
</li></ul>Non-Essential Duties 
 
<ul><li>Assists in the creation of annual goals and objectives for the DPS department, which includes
</li></ul>carrying out development activities as identified in the team&rsquo;s annual goals.
<ul><li>Assists the Director of Gift Planning and Vice President, DPS in the review of new gift agreements
</li></ul>before they are signed to ensure legal compliance and the Foundation&rsquo;s ability to fulfill donor&rsquo;s
 
intentions, as needed.
<ul><li>Performs other duties (or functions) as assigned. 
</li></ul> 
Job Specifications
To perform this job successfully, an individual must be able to carry out each essential duty in a satisfactory
 
manner. The job specifications listed below are representative of the education and experience as well as
the knowledge, skill and/or ability (KSAs) required. Reasonable accommodations may be made to enable
 
individuals with disabilities to perform the essential functions. 
 
Education &amp; Experience
<ul><li>Bachelor&rsquo;s degree in related field required, such as finance, accounting, marketing or law.
</li></ul><ul><li>Three (3) or more years of experience in event planning, fundraising, development, advancement
</li></ul>or sales in the nonprofit industry required.
<ul><li>Graduate degree strongly preferred.
</li></ul><ul><li>Bilingual skills in Spanish desirable. 
</li></ul>Knowledge, Skills &amp; Abilities
<ul><li>Ability to support the mission, vision and values of the Greater Milwaukee Foundation and abide
</li></ul>by applicable standards of conduct, policies and procedures.
<ul><li>Demonstrated commitment to racial equity and inclusion.
</li></ul><ul><li>Self-motivated and able to work independently, take initiative and solve problems.
</li></ul><ul><li>Demonstrated superior customer service skills and aptitude; ability to interact effectively with
</li></ul>people from diverse backgrounds.
<ul><li>Proficient in Microsoft Office Suite applications, web-based applications and databases.
</li></ul><ul><li>Must be honest, dependable and able to handle multiple tasks while being organized and meeting
</li></ul>deadlines.
<ul><li>Ability to communicate respectfully and effectively, verbally and in writing.
</li></ul><ul><li>Demonstrated ability to develop strong and credible relationships with donors/clients.
</li></ul><ul><li>Knowledge of laws, regulations and processes related to charitable giving and nonprofit
</li></ul>operations.
<ul><li>Ability to think strategically and creatively in a collaborative environment. 
</li></ul>Certifications, Licenses, Registrations
<ul><li>A valid driver&rsquo;s license, proof of auto insurance and reliable transportation required.
</li></ul><ul><li>Certified Fund Raising Executive (CFRE) or other special certification desired. 
</li></ul>Physical Requirements 
<div> 
<ul><li>Sitting most of the time with some bending and reaching.
</li><li>Standing, walking and bending periodically.
</li><li>Engaging in repetitive movement of wrists, hands and fingers &ndash; typing and/or writing. 
</li></ul></div> 
Job Description &ndash; Philanthropic Adviser &ndash; Partner Foundations Page 2 of 3
</div></div><div><div><ul><li>Working frequently at close visual range (i.e. preparing and analyzing data and figures, accounting,
</li></ul>transcription, computer terminal, extensive reading).
<ul><li>Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or
</li></ul>constantly to lift, carry, push, pull or otherwise move objects. 
 
Work Environment
<ul><li>Work is generally performed in an open-concept office environment with moderate noise.
</li></ul><ul><li>Standard office equipment is generally used (e.g. telephone, computer, printer, copy machine). 
</li></ul>Work Schedule &amp; Travel Requirements
<ul><li>Office hours are 8:00 a.m. - 5:00 p.m. All employees must work the majority of their time in the
</li></ul>office; however, with approval from their supervisor, this position may be able to work a hybrid
schedule.
<ul><li>May be required to travel locally or long-distance for work-related conferences and meetings.
</li></ul><ul><li>May be required to attend events or meetings outside of normal work hours (no more than 10
</li></ul>hours per month).
Salary: $ 98,700 
 
Benefits: We offer an excellent benefit package, which includes health, dental, vision, flexible spending,
 
life insurance, 403(b) retirement plan, paid time off (PTO), parental leave, educational assistance and
more! 
 
Application Instructions: Please apply on the link below:
 
https://recruiting.myapps.paychex.com/appone/MainInfoReq.asp?R_ID=7112427 
 
 
The Greater Milwaukee Foundation is an equal opportunity employer and encourages people
 
of diverse backgrounds to apply. We celebrate diversity and are committed to creating an
 
inclusive environment for all employees. 
 
Job Description &ndash; Philanthropic Adviser &ndash; Partner Foundations Page 3 of 3</div></div></div>

Philanthropic Adviser - Partnership Foundations

MetLife Türkiye

<div>
 
 Requirements
 
 
 
 
 Description and Requirements
 
 
 
 
 Kat&inodot;laca&gbreve;&inodot;n&inodot;z Tak&inodot;m
 
 
 
 MetLife, 40&rsquo;tan fazla &uuml;lkede 150 y&inodot;l&inodot; a&scedil;k&inodot;n tecr&uuml;besi, gen&ccedil; ve dinamik &ccedil;al&inodot;&scedil;anlar&inodot;yla bireysel ve kurumsal m&uuml;&scedil;terilerinin daha g&uuml;venli bir gelecek in&scedil;a etmeleri i&ccedil;in sigorta &uuml;r&uuml;nleri, y&inodot;ll&inodot;k gelir sigortalar&inodot;, &ccedil;al&inodot;&scedil;an yan haklar&inodot; ve varl&inodot;k y&ouml;netimi alanlar&inodot;nda hizmet veren Amerika Birle&scedil;ik Devletleri&rsquo;nin bir numaral&inodot; sigorta &scedil;irketidir. Amerika&rsquo;n&inodot;n yan&inodot;s&inodot;ra, Japonya, Latin Amerika, Asya, Avrupa ve Ortado&gbreve;u&rsquo;da pazar lideri konumundaki &scedil;irketimiz, Kapsay&inodot;c&inodot;l&inodot;k ve &Ccedil;e&scedil;itlilik, Kat&inodot;l&inodot;m ve Kariyer Geli&scedil;imi odakl&inodot; &ouml;nemli bir global insan kaynaklar&inodot; uzmanl&inodot;&gbreve;&inodot;na sahiptir. MetLife global bir sigorta &scedil;irketi olarak en iyi yeteneklerinizi geli&scedil;tirmenizi ve potansiyelinizi daha da art&inodot;rman&inodot;z&inodot; sa&gbreve;layan bir &ccedil;al&inodot;&scedil;ma ortam&inodot; sunar.
 
 
 Hedeflerinize tutkuyla ilerlemek, geni&scedil; ve global bir ekip ile ba&scedil;ar&inodot;n&inodot;n tad&inodot;n&inodot; &ccedil;&inodot;karmak istiyorsan&inodot;z, Banka Sigortac&inodot;l&inodot;&gbreve;e Ekibimizde sizi de aram&inodot;zda g&ouml;rmek i&ccedil;in sab&inodot;rs&inodot;zlan&inodot;yoruz!
 
 
 
 F&inodot;rsat
 
 
 
 Finansal Dan&inodot;&scedil;man pozisyonu, sorumlu oldu&gbreve;u DenizBank &scedil;ubelerinde Bireysel Emeklilik ve Hayat sigortas&inodot; &uuml;r&uuml;nlerimizin sat&inodot;&scedil;&inodot;n&inodot; yaparken, kendisini geli&scedil;tirerek kariyerinde ilerleme, y&uuml;ksek prim geliri hedefleme f&inodot;rsatlar&inodot;n&inodot; sunuyor.
 
 
 
 G&uuml;venli Bir Gelecek &Idot;n&scedil;a Etmemize Nas&inodot;l Yard&inodot;mc&inodot; olacaks&inodot;n&inodot;z? (Ana Sorumluluklar)
 
 
 
 <ul>
 <li>
 Sorumlu oldu&gbreve;u &scedil;ubelerin bireysel emeklilik ve hayat sigortas&inodot; sat&inodot;&scedil; hedeflerini ger&ccedil;ekle&scedil;tirmek, &uuml;r&uuml;nlerin tan&inodot;t&inodot;m ve sat&inodot;&scedil;&inodot;nda aktif rol almak ve dan&inodot;&scedil;manl&inodot;k yapmak.
 </li>
 <li>
 Sorumlu oldu&gbreve;u &scedil;ubelerde sat&inodot;&scedil; s&uuml;recinin etik kurallar &ccedil;er&ccedil;evesinde ve m&uuml;&scedil;teri memnuniyeti ilkesiyle yap&inodot;lmas&inodot;n&inodot; sa&gbreve;lamak ve y&ouml;netmek
 </li>
 <li>
 B&ouml;lge Y&ouml;neticisi ve kendisine ba&gbreve;l&inodot; &scedil;ubelerdeki sat&inodot;&scedil; kadrolar&inodot; ile etkin bir ileti&scedil;im kurmak ve uyumlu bir i&scedil;birli&gbreve;i sa&gbreve;lamak
 </li>
 <li>
 Sorumlu oldu&gbreve;u &scedil;ube personelinden veya m&uuml;&scedil;terilerden gelen soru, sorun ve talepleri kar&scedil;&inodot;lamak, gerekli olan hallerde b&ouml;lge y&ouml;neticisinden destek almak,
 </li>
 <li>
 Sorumlu oldu&gbreve;u &scedil;ubelere y&ouml;nelik haz&inodot;rlanan kampanya ve/veya duyurulardan &scedil;ube personelini haberdar etmek, kampanyaya olan kat&inodot;l&inodot;m&inodot; ve ilgiyi art&inodot;rmak
 
 
 
 </li>
 </ul>
 
 Ba&scedil;ar&inodot;l&inodot; Olmak &Idot;&ccedil;in Gerekenler (Gereken Nitelikler)
 
 
 
 <ul>
 <li>
 Kariyerini sat&inodot;&scedil; &uuml;zerine kurmay&inodot; hedefleyen
 </li>
 <li>
 &Uuml;niversitelerin Lisans D&uuml;zeyinde b&ouml;l&uuml;mlerinden veya &Ouml;nlisans Bankac&inodot;l&inodot;k Sigortac&inodot;l&inodot;k B&ouml;l&uuml;mlerinden mezun,
 </li>
 <li>
 Tercihen 2 y&inodot;l ve &uuml;zerinde, Sigortac&inodot;l&inodot;k sekt&ouml;r&uuml;nde sat&inodot;&scedil; deneyimine sahip,
 </li>
 <li>
 Sonu&ccedil; odakl&inodot;, ekip &ccedil;al&inodot;&scedil;mas&inodot;na yatk&inodot;n, ili&scedil;ki kurma ve ileti&scedil;im becerisi g&uuml;&ccedil;l&uuml;,
 </li>
 <li>
 Temsil kabiliyetine sahip, kendini geli&scedil;tirmeye ve &ouml;&gbreve;renmeye a&ccedil;&inodot;k,
 
 
 
 </li>
 </ul>
 
 Benefits We Offer
 
 
 
 Our benefits are designed to care for your holistic well-being with programs for physical and mental health, financial wellness, and support for families.
 
 
 We offer private health insurance for you and your family, life insurance, employer pension plan, meal and transportation allowance, as well as a work from home allowance. We also provide a cultural Heritage Day off, and &ldquo;back to school&rdquo; and &ldquo;school report day&rdquo; leaves and much more!
 
 
 
 About MetLife
 
 
 
 Recognized on Fortune magazine's list of the "World's Most Admired Companies" and Fortune World&rsquo;s 25 Best Workplaces&trade;, MetLife, through its subsidiaries and affiliates, is one of the world&rsquo;s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
 
 
 Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we&rsquo;re inspired to transform the next century in financial services. At MetLife, it&rsquo;s #AllTogetherPossible . Join us!
</div>

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