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Accounting / Finance Jobs
Full Time
12/18/2024
Bluffton, OH 45817
(34.6 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 If 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
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Full Time
12/21/2024
Lima, OH 45806
(15.0 miles)
JOIN TEAM TRILOGY:Our Directors of Nursing love Trilogy for the stability, meaningful work, and great team. If you're looking to lead as a DON, Trilogy is where you belong.Hi! We're glad you're thinking about joining us.Trilogy is a great place for Directors of Nursing. We're a close-knit team that's walking the walk when it comes to caring for our residents. One of the things we enjoy most is coming together to make people smile and giving residents' families peace of mind. Our commitment to better care makes this an exciting opportunity for you to use strategic vision, a love of collaboration, and empathy for our residents to build a truly inspiring nursing practice.Working in long-term care offers tons of rewards you won't find anywhere else: an unparalleled sense of stability, great pay, and did we mention amazing benefits! People support your growth here and there's a team spirit that makes the tough days a whole lot easier. That's Trilogy.The best place you've ever belonged.Whether you're looking for a new chapter, a change of pace, or a helping hand, Trilogy is where you can build a more rewarding career.Let's talk about benefits. Guaranteed retention bonus paid quarterlyAdditional bonus potential with an annual bonusStudent loan repayment, scholarships, and tuition reimbursementGenerous insurance options and a competitive salaryNo agency staffing - we're 100% Team TrilogyHealth, dental, vision, and life insurance 401(k) match Free meal with every full shiftMonthly employee celebrationsFully vaccinated teams (some accommodations can be made for religious/medical reasons)And so much more!Create relationships that mean something.Directors of Nursing at Trilogy do all the things you'd expect a director to do anywhere else. But what sets us apart is that everyone here cares deeply about coming to work with a servant's heart and a collaborative spirit. The relationships you build here make Trilogy truly special. From nursing to food service to housekeeping, careers here are rewarding because of the consistent people you meet, work with, and get to know. It's not at all like the fast-paced in-and-out of other hospitals, restaurants, and hotels.WHAT WE'RE LOOKING FOR:Here's what you'll do when you join us: Lead our Nursing Services Department in accordance with current federal, state, and local standard guidelinesCoordinate nursing services and other resident services to make sure we're providing world-class careAssist the Discharge Planning Coordinator to ensure smooth discharge for residentsParticipate in the resident admission process through interviewing and selectionPerform daily rounds to observe residents and make sure nurses have what they need to provide great care Monitor medication distribution and treatment schedules to guarantee actions are performed as required Ensure weekend coverage and on-call duties are taken care ofImplement and maintain onboarding and orientation for new nursesParticipate in facility inspections by authorized government agenciesIf you have these qualifications, we'd love to chat: A Nursing Degree from an accredited college or university and A current state Registered Nurse license and a valid CPR certification Prior management experience in long-term healthcare as a Director of NursingCompassion and a positive, outgoing personalityStrong critical thinking, communication, team building, and leadership skillsWHERE YOU'LL WORK : Location:US-OH-KalidaGET IN TOUCH:Andrea LIFE AT TRILOGY:Careers close to home and your heart Since our founding in 1997, we've been making long-term care better for our residents and more rewarding for our team members. We're a Fortune Best Places to Work in Aging Services, a certified Great Place to Work, and one of Glassdoor's Top 100 Best Companies to Work. If you're looking for a place that embraces you for who you are, helps you achieve your full potential, and makes working hard feel less like hard work, then look no further than Trilogy. APPLY NOW:As one of Fortune's Best Places to Work in Aging Services, a certified Great Place to Work, and one of Glassdoor's Top 100 Best Companies to Work, Trilogy is proud to be an equal opportunity employer committed to helping you reach your full potential and to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
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