Trabajos financial advisor en Winston-Salem, North CarolinaCrear alertas

Job Description Principal Tax Manager Growing Wealth Management Firm | Winston-Salem, NC Area Competitive Base Salary + Bonus + commission potential A rapidly growing Wealth Management firm in the Winston-Salem area is seeking an experienced Principal Tax Manager to lead and expand its in-house tax practice. This is a unique leadership opportunity for a tax professional who wants to combine technical expertise, team leadership, client relationship management, and long-term growth potential within a collaborative financial services environment. This role offers the opportunity to step into an established and growing book of business while helping shape the future of a thriving internal tax division that continues to expand year over year. What You’ll Do As the Principal Tax Manager, you will lead the local tax office and oversee a small but growing team of tax professionals. You’ll inherit an active portfolio of business and individual clients, ensuring high-quality service delivery while mentoring and developing staff. Key responsibilities include: • Manage and oversee an existing book of business clients, • Lead, mentor, and develop a team of tax professionals, • Review and prepare complex business and individual tax returns, • Serve as a trusted advisor to clients on tax planning and strategy, • Drive operational excellence and workflow management within the office, • Collaborate closely with the Wealth Management team to deliver holistic financial solutions, • Identify opportunities to deepen client relationships across tax and wealth services, • Help scale and grow the internal tax practice as the firm continues expanding Why This Opportunity Stands Out This is more than a traditional tax leadership role — it’s an opportunity to build something meaningful within a highly collaborative and growth-oriented firm. Highlights Include: • Established and growing client base, • Leadership opportunity with autonomy and visibility, • Fast-growing internal tax team with significant upward mobility, • Collaborative culture between tax and wealth management divisions, • Additional earning potential through referrals to the Wealth Management team, • Long-term career growth and leadership expansion opportunities, • Strong work-life balance and supportive team environment Ideal Background We’re looking for a confident and relationship-driven tax leader who enjoys mentoring others and building lasting client relationships. Preferred qualifications: • CPA or EA required, • 7+ years of public accounting or tax advisory experience, • Experience managing business and high-net-worth individual tax clients, • Prior leadership or team management experience, • Strong communication and client relationship skills, • Entrepreneurial mindset with interest in growing a practice Location Winston-Salem, North Carolina area If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/

The Variable is a forward-thinking advertising agency focused on driving ownable differentiation for our clients. We believe the strongest results happen when brand and performance work together, creating ideas that break through, spend that works harder, and outcomes that multiply. With a dedication to innovation and strategic partnership, we work as true client partners to deliver creative that inspires, strategies that perform, and results that matter. \n \n POSITION SUMMARY \n As Media Supervisor, you’ll be the go-to driver of day-to-day media planning for your accounts, shaping strategies, building plans, and setting up measurement frameworks that actually move the needle. On our team, we believe that brand and performance don’t just coexist—they thrive together. You’ll bring that belief to life by making sure every campaign is seamless, smart, and directly tied to business outcomes. \n \n This role is perfect for someone who loves the details but also enjoys connecting them to the bigger picture. You’ll be client-facing, presenting plans and recommendations with clarity and confidence, while partnering with investment, analytics, and creative teams to ensure campaigns run smoothly. \n \n KEY RESPONSIBILITIES \n Media Planning & Execution \n\n • Support the development of media strategies and plans, including research, audience insights, plan design, and measurement frameworks.\n, • Own day-to-day planning responsibilities, including budgets, flowcharts, timelines, and reporting.\n, • Monitor campaign pacing and performance, recommending optimizations to deliver on client goals.\n, • Partner with analytics and strategy experts to ensure accurate execution and optimization of campaigns.\n, • Stay current on AI-powered media tools and platforms, bringing forward applications that improve planning precision and efficiency.\n\n \n Client Partnership \n\n • You’ll be a point of contact for day-to-day client communications, ensuring confidence and clarity in every interaction.\n, • Present media plans, recommendations, and performance updates with authority, connecting insights back to client objectives.\n, • Proactively surface opportunities and smart POVs that strengthen client strategies and demonstrate expertise.\n, • Act as a trusted advisor in your areas of expertise, helping clients navigate the media landscape with confidence.\n\n \n Team Collaboration & Mentorship \n\n • You directly or indirectly manage and mentor planners and/or associates, providing guidance and feedback to support their professional development.\n, • Ensure the accuracy and quality of deliverables produced by junior staff.\n, • Foster collaboration across departments, ensuring media integrates seamlessly with creative, brand strategy, and analytics.\n, • Contribute to agency initiatives, knowledge-sharing, and process improvements.\n\n \n KEY TRAITS \n\n • Planning Expert: Brings sharp executional expertise and strong attention to detail.\n, • Client-Ready: Confident in presenting work and managing day-to-day client relationships.\n, • Collaborative Partner: Works seamlessly with investment, analytics, and creative partners.\n, • Organized Operator: Skilled at managing multiple projects, deadlines, and priorities.\n, • Curious Mind: You like to think about what’s possible, not just what is. \n, • Detail Oriented: You DO sweat the little things\n, • Digital Focus: You have a comprehensive understanding of the digital media ecosystem\n\n \n QUALIFICATIONS \n\n • 3–5 years of media planning experience in an agency environment.\n, • Proven ability to develop and present omni-channel media plans across traditional and digital platforms.\n, • Strong understanding of planning tools and systems (e.g., Prisma, MediaTools, Telmar, Nielsen, MRI-Simmons).\n, • Experience monitoring campaign performance and making data-driven optimizations.\n, • Excellent organizational skills and attention to detail.\n, • Strong collaboration and communication skills, with a client-service mindset.\n, • Bachelor’s degree in Communications, Advertising, Media, Marketing, or related field preferred.\n\n \n WE OFFER \n\n • Comprehensive medical, dental, and vision coverage for you and your family, with strong employer contributions\n, • 401(k) with a 4 percent employer match, immediately vested\n, • Monthly, non-taxable cell phone reimbursement\n, • Meaningful bonus opportunities, including client referrals, employee referrals, and a peer-to-peer bonus program that gives you $1,000 each year to recognize teammates doing great work\n, • Up to 14 weeks of paid parental and medical leave, plus a paid, part-time transition back to work, designed to support recovery, bonding, and balance for all parents\n, • Generous paid time off that increases with tenure, plus Me Time Off (MTO) for the real-life moments that don’t require a full PTO day\n, • Paid holidays and agency-wide closures, with additional flexibility built into our time-off approach\n, • Bereavement leave that recognizes loss in all its forms, including miscarriage\n, • Protected “Heads Down” time every Wednesday afternoon, reserved for deep focus and uninterrupted work\n, • Hybrid work model with intentional in-office collaboration and flexibility where it works best\n, • Mental health, financial wellness, and well-being resources to support you as a whole person\n\n \n EQUAL OPPORTUNITY \n We are an EOE and proudly embrace diversity in all its forms. We do not discriminate based on race, ethnicity, gender, religion, national origin, veteran status, or disability. \n \n HOW TO APPLY \n Please send your resume directly to Megan Streba, mstreba@thevariable.com \n \n Please note: We appreciate your interest in this opportunity. While we review every application with care, we will only be reaching out to candidates whose experience aligns with the needs of the role.

The Variable is a forward-thinking advertising agency focused on driving ownable differentiation for our clients. We believe the strongest results happen when brand and performance work together, creating ideas that break through, spend that works harder, and outcomes that multiply. With a dedication to innovation and strategic partnership, we work as true client partners to deliver creative that inspires, strategies that perform, and results that matter. POSITION SUMMARY As Group Account Director (GAD), you are responsible for the strategic direction, business health, and long-term growth of a group of client accounts. Through direct client partnership and the leadership, development, and support of Account Directors, Account Supervisors, Senior Account Executives, and Account Executives, you ensure account teams translate client objectives into actionable plans that drive measurable business results for clients and sustainable growth for the agency. You maintain strong relationships with senior client stakeholders, proactively identify growth opportunities, and help guide teams through complexity, ambiguity, and evolving business needs. While this role is rooted in senior client leadership and strategic partnership, strong operational instincts and delivery fluency remain critical. You are expected to maintain visibility into account health, executional realities, and delivery risks across your business while helping teams navigate challenges and keep work moving effectively. As a growing and evolving agency, responsibilities at The Variable may shift based on client needs, team structure, account complexity, and business priorities. Success in this role requires adaptability, comfort balancing strategic leadership with hands-on execution, and a willingness to contribute beyond rigid role boundaries when needed. KEY RESPONSIBILITIES Account Group Leadership & Growth • Lead a portfolio of client accounts, ensuring account health, profitability, delivery excellence, and long-term partnership strength., • Lead annual planning, business reviews, and strategic roadmap development across assigned accounts, ensuring account teams maintain clear objectives, growth plans, and success metrics., • Build strong, trust-based relationships with senior client stakeholders, serving as a strategic advisor and escalation point across your business., • Lead the identification, development, and presentation of organic growth opportunities across the account group, partnering with account teams to bring proactive recommendations to clients., • Translate strategic direction into clear priorities, scopes, staffing approaches, timelines, and execution plans that support measurable outcomes., • Navigate complex stakeholder environments, building alignment across executive leadership, business unit leaders, functional teams, and other key decision-makers. Account Management Excellence • Maintain visibility into account health, scopes, budgets, staffing realities, timelines, delivery risks, and operational execution across your account group., • Ensure projects are strategically aligned, operationally sound, and positioned for successful delivery from kickoff through completion., • Help teams navigate shifting priorities, operational complexity, and evolving client needs while maintaining momentum and accountability., • Contribute strategic leadership to pitches, proposals, growth planning, and high-priority client initiatives., • Lead clients through complex planning, approval, and decision-making processes while maintaining momentum and delivering business outcomes. Cross-Functional Leadership • With Strategy, Media, Creative, Production, and account leadership: Ensure work reflects strong strategic thinking, creative ambition, production realities, and business impact., • With Business Affairs: Collaborate on staffing visibility, production planning, workflow coordination, and operational support needs across your business., • With Finance: Monitor account profitability, budget health, staffing implications, and scope changes, escalating risks or concerns proactively., • Foster strong alignment and collaboration across disciplines to support healthy, scalable deliver Team Leadership & Development • Establish account leadership standards across the account group and hold teams accountable for client satisfaction, delivery excellence, profitability, and growth., • Provide coaching, strategic guidance, operational support, and career development feedback to strengthen team capabilities., • Help build a culture of accountability, collaboration, adaptability, and proactive problem-solving across the account organization., • Demonstrate flexibility and willingness to flex between strategic leadership and executional support as business needs require. KEY TRAITS • Hands-On Leader: Balances strategic oversight with day-to-day involvement., • Trusted Advisor: Builds credibility with senior stakeholders by providing thoughtful counsel, proactive recommendations, and business-focused solutions., • Business-Minded: Balances client objectives, agency capabilities, and commercial realities to drive sustainable growth., • Collaborative Connector: Aligns Business Affairs, Strategy, Media, and Finance toward shared outcomes., • Problem Solver: Anticipates challenges and resolves them effectively. QUALIFICATIONS • 12–15 years of experience in account management, client leadership, strategic consulting, project delivery, or integrated agency environments., • Proven success leading complex client relationships, cross-functional teams, and high-value account portfolios., • Strong strategic thinking, client leadership, operational oversight, and financial management skills., • Experience managing scopes, staffing considerations, budgets, timelines, and integrated delivery execution., • Ability to connect strategic recommendations to operational realities and business outcomes., • Experience mentoring and developing account management talent and cross-functional teams., • Experience leading large, matrixed client organizations with multiple stakeholder groups and decision-makers., • Demonstrated success managing integrated marketing initiatives across multiple business units, service lines, brands, or locations., • Strong communication, presentation, negotiation, and organizational leadership skills., • Comfortable operating in collaborative, fast-moving agency environments with evolving business needs. WE OFFER • Comprehensive medical, dental, and vision coverage for you and your family, with strong employer contributions, • 401(k) with a 4 percent employer match, immediately vested, • Monthly, non-taxable cell phone reimbursement, • Meaningful bonus opportunities, including client referrals, employee referrals, and a peer-to-peer bonus program that gives you $1,000 each year to recognize teammates doing great work, • Up to 14 weeks of paid parental and medical leave, plus a paid, part-time transition back to work, designed to support recovery, bonding, and balance for all parents, • Generous paid time off that increases with tenure, plus Me Time Off (MTO) for the real-life moments that don’t require a full PTO day, • Paid holidays and agency-wide closures, with additional flexibility built into our time-off approach, • Bereavement leave that recognizes loss in all its forms, including miscarriage, • Protected “Heads Down” time every Wednesday afternoon, reserved for deep focus and uninterrupted work, • Hybrid work model with intentional in-office collaboration and flexibility where it works best, • Mental health, financial wellness, and well-being resources to support you as a whole person EQUAL OPPORTUNITY We are an EOE and proudly embrace diversity in all its forms. We do not discriminate based on race, ethnicity, gender, religion, national origin, veteran status, or disability. HOW TO APPLY Please send your resume directly to Megan Streba, mstreba@thevariable.com Please note: We appreciate your interest in this opportunity. While we review every application with care, we will only be reaching out to candidates whose experience aligns with the needs of the role.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: • Learn how to prospect and network to build your business and client base, • Develop and execute on a business strategy, • Call on potential clients and set meetings to understand their financial goals, • Prepare plans and offer useful recommendations, • Gain exposure to proprietary planning software platforms, • Engage in weekly coaching, training, and development meetings, • Receive Risk Product State Licensing: Life, Accident, and Health, • Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? • Full-time student; juniors and seniors preferred, • Entrepreneurial ambitions and curiosity for sales, • Highly involved on campus (leader, athlete, campus orgs, student government, etc), • Excellent time-management skills, • Interest in financial literacy and planning tools, • Business savvy and desire to increase critical thinking abilities Compensation & Benefits • Performance-based earnings and revenue, • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions), • Productivity Bonuses, • Support for insurance licensing (life, health, DI, LTC), • Support for SIE, Series 6, Series 63 registrations (eligibility required) For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual? • Fortune 500 company (2023), • Top 100 Internship Programs, Yello x WayUp (2022), • 5.0+ million clients and growing, • $257 billion retail investment client assets held or managed by Northwestern Mutual, • Forbes' Best Employers for Diversity (2018-2021), • Unsurpassed financial strength, • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) Pay Range: USD $500.00 - USD $1,000.00 /Yr.

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. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At 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. The Market Supervision Manager (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries and resolve client concerns or complaints. The MSM supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. What you'll accomplish: • Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices, • This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved, • Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk, • Coach advisors in supporting the company strategy and continuing to grow their businesses. Responsibilities: • Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel, • Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures, • Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct, • Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite Required Qualifications: • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses, • Series 3, 31 licenses, if warranted, • Minimum of 5+ years professional experience, • Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products Key Qualifications for the role: • Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way, • A deep appreciation and understanding of our client centric strategy, • Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation, • Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk, • Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction, • Strong time management and organization skills with the ability to prioritize appropriately Desired Qualifications: • Bachelor's degree or equivalent work experience, • Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program Skills: • Decision Making, • Influence, • Negotiation, • Problem Solving, • Risk Management, • Adaptability, • Business Acumen, • Collaboration, • Oral Communications, • Relationship Building, • Business Operations Management, • Client Solutions Advisory, • Planning, • Talent Development, • Written Communications Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 40

Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help. We are dedicated to prudent financial management and impeccable service. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We’re looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently. Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others. Fearless, positive attitude and willingness to be accountable for results. Organized, detail-oriented, and excellent time-management skills. Desire for continuous learning. Good communicator—you have excellent listening skills and the ability to explain complex information in a simple and concise manner. Why New York Life? From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities. Our extensive, agent-focused resources include: Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path. The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales. Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support. Dedicated underwriters who work diligently on cases. Committed managers who are dedicated to helping you succeed. A team of highly-trained and experienced product consultants to support your client acquisition needs. Significant income potential. Competitive benefits. We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1827569 (Exp. 7/1/20)

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Why this role matters At Truliant Federal Credit Union, we're committed to helping our members feel confident about their financial future. In this role, you'll play a key part in guiding members through important financial decisions by delivering personalized, holistic advice. Your work directly impacts long-term goals like building wealth and planning for retirement. This is a great opportunity for someone who enjoys building relationships, driving results, and making a meaningful difference. What you'll do In this role, you'll take ownership of growing and managing a financial advisory portfolio while helping members achieve their financial goals. Day to day, you'll: • Build strong relationships with members and recommend tailored financial solutions, • Generate new business through proactive outreach and partnerships, • Ensure compliance while using tools to manage portfolios and track activity, • Collaborate across teams and continuously improve the member experience What you bring We're looking for a results-driven professional with strong financial expertise and a passion for helping people. Required Experience: 35 years of financial services sales experience with proven performance Required Skills: Ability to deliver tailored financial plans based on member goals Strong communication and presentation skills Relationship-building across all levels Proficiency in CRM tools and Microsoft Office Strong time management and organization Education/Certifications: Series 63, 65 or 66 Series 7 within 90 days Life/Health license within 90 days You should also be comfortable working in a goal-driven, fast-paced environment. What sets you apart You don't need to check every box, but here's what will help you thrive in this role: Credit union or community financial institution experience CFP, ChFC, CLU, CRPC or similar Experience with virtual advisory tools Established community network What you'll get We believe in supporting our team members both professionally and personally. In this role, you can expect: • Opportunities to grow your business, • Strong tools and support systems, • Professional development and licensing support, • Collaborative, service-driven culture, • Competitive, performance-based compensation Ready to apply? If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: • No-cost employee Medical, dental, vision coverage, • Prescription benefits (including mail order), • Paid holidays and Paid Time Off (PTO), • 401(k) plan with contribution matching, • Paid community involvement volunteers hours, • Paid group life Insurance, • Teammate loan discounts, • Tuition reimbursement, • Short and long-term disability, • Health & Wellness program, • Teledoc (physician video conferencing), • Onsite fitness facilities or health club reimbursement, • Employee Assistance Program (EAP), • Medical flexible spending account, • Dependent care flexible spending account