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Accounting / Finance Jobs
Full Time
11/20/2024
Bluffton, OH 45817
(19.0 miles)
Client advocate. Skilled communicator. Problem solver. Does that describe you If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.Job OverviewPosition Schedule: Full-TimeBranch Address: 107 South Main Street, Bluffton, OH 45817If you're looking for a challenging and rewarding career, 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.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.We'll give you the support you need.Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training programA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesWhat characteristics would make you a successful Associate Financial Advisor Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsCritical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriateResiliency and adaptability in a nimble learning environmentAttention to detail, strong organizational and time management skillsCan you see yourself...Providing personalized investment and financial solutions to clients Cultivating relationships in your local community to grow the business Contributing to the branch business plan to increase branch effectiveness As a salaried professional, you can also expect...A culture of continuous improvement and professional developmentFull-time Associates receive the following benefits: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&D coverage. Short- and long-term disability, basic life, and basic AD&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.You'll be competitively compensated...Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.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. Hiring Minimum: $53700.00Hiring Maximum: $62766.00Read More About Job OverviewSkills/RequirementsKey responsibilities with existing and newly created clientsResponsibilities may include: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.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.Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.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.Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.Continually develop yourself to grow personally and professionally.Job RequirementsHigh School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months. State insurance licenses requiredAs 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 standingRead More About Skills/RequirementsAwards & AccoladesAt 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.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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.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. 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. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. 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.#LI-BOA
Full Time
11/8/2024
Bluffton, OH 45817
(19.0 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first four years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration² As your new asset compensation and commissions increase over the first four years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt 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.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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.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. 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. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.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.#LI-USFATA
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Full Time
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Wapakoneta, OH 45895
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Full Time
11/6/2024
Wapakoneta, OH 45895
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11/6/2024
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Full Time
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Full Time
11/10/2024
Port Jefferson, OH 45360
(24.0 miles)
Our Company: Abode Care Partners Overview: Are you a licensed nurse practitioner (NP) looking for a new opportunity We are seeking a compassionate NP to join our team in! Along with competitive employee benefits and a results-driven compensation structure, you will have the opportunity to grow your medical skills while providing personalized care to seniors and patients with complex needs and serving them where they reside -- in their home, an assisted living facility, or independent living community. Total annual compensation may range between $105,000 to $120,000 based on performance, with quarterly opportunities to increase your base salary along the way. Join our team today to begin helping people live their best lives!Job Location: Dayton, OH Responsibilities: Performs evidence-based medical care by planning, directing, and evaluating patient medical needsExamines and treats chronic and urgent episodic illnesses, minor injuries, accidents, and other injuries or illnessesOrders and interprets laboratory and diagnostic testing as needed Collaborates with caregivers and other healthcare professionals in providing interdisciplinary care and maintaining a comprehensive plan of care Provides referrals to other healthcare practitioners when necessaryEnsures patient medical records are kept up to date Qualifications: Active state Nurse Practitioners licenseCurrent Nurse Practitioner National Board CertificationActive state DEA licensureMaster’s degree in Nursing (MSN)Five or more years of nursing experience; at least two years of nurse practitioner experience preferredStrong interpersonal communication skills – verbal and writtenExcellent time management skills with accountability for practitioner’s daily workflowProficiency in medical instruments and equipmentStrong knowledge base of HIPAA and OSHA regulationsDemonstrated proficiency in computer-based data management programs, electronic medical record (EMR) systems, and Microsoft Office applicationsLicensed driver with valid automobile insuranceAbility to engage in moderate physical activity, such as handling objects up to 25 lbs., standing or walking for more than four hours per day, etc. About our Line of Business: Abode Care Partners is a leading provider of integrated medical services caring for individuals from post hospitalization to home in various settings ranging from skilled nursing facilities, assisted living, independent living, group homes, and private homes. We bring quality medical care to seniors, people with complex conditions, special needs, and individuals with intellectual and/or developmental disabilities while increasing quality of life and safeguarding the dignity of those we serve. For more information about Abode Care Partners, visit www.abodecarepartners.com. Additional Job Information: Our comprehensive benefits include:Competitive compensationWeekdays and daytime shifts onlyMileage reimbursement for certain roles and delegated activitiesFlexible scheduleEmployee referral programProfessional licensure reimbursementTuition reimbursement on specific programsPaid time off401(k) retirement savings planMedical, dental and visionLife insuranceFlexible Spending Account (FSA)Employee discountsCME paid time off for SNF-based providers and CME cost reimbursement program*Some benefits may be pro-rated for part-time employment Salary Range: USD $100,000.00 - $120,000.00 / Year
Full Time
11/6/2024
Sidney, OH 45365
(27.1 miles)
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare. Everywhere. Every day. It’s a lofty goal; we know. But we make it happen with the best team in behavioral health.Thank you for taking the time to explore a career with us. As the fastest growing behavioral health practice group in the country, now is the perfect time to join our clinical team! We are actively looking to hire licensed mental health therapists (LPCC, LISW, IMFT) within our greater Dayton area Clinics who are passionate about patient care and committed to clinical excellence. Haily Fowler Director, Practice DevelopmentEmail: Is this you Wanting to deliver high quality behavioral healthcare.Seeking work life balance.Interested in growing professionally.What we offer Counselors:Flexible work schedules. Top compensation over $100,000, no cap on compensation. Full benefits package: health, dental, vision, life, 401k (with match), paid parental leave, holidays, EAP and more. Collegial work environment. Newly designed and modern offices. Full administrative support. Latest in digital technology. Strong work/life balance.Sign on BonusLicensed Counselors are a critical part of our clinical team. We’re seeking Licensed Counselors who are:Independently licensed in the state of Ohio (LISW, LPCC, IMFT)Experienced working with adults, and/or children & adolescentsExperienced working with Eating Disorders About LifeStance HealthLifeStance is a national provider of mental healthcare services focused on evidenced-based, medically driven treatment services for children, adolescents and adults suffering from a variety of mental health issues in an outpatient care setting, both in-person at its clinics nationwide and through its digital health telemedicine offering. The company employs psychiatrists, psychologists, psychiatric nurse practitioners, and licensed therapists throughout the US. LifeStance Health is an equal opportunity employer. We celebrate diversity and are fully committed to creating an inclusive work environment for all our employees.Our values:Belonging: We cultivate a space where everyone can show up as their authentic self.Empathy: We seek out diverse perspectives and listen to learn without judgment.Courage: We are all accountable for doing the right thing - even when it's hard - because we know it's worth it.One Team: We realize our full potential when we work together towards our shared purpose.
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