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Full Time
8/1/2025
Neosho, WI 53059
(19.7 miles)
Financial Representative Trainee (Sales) - Milwaukee, WILocation: WisconsinWork Type: Full Time RegularJob No: 503741Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled 2025-07-25 SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742 Financial Representative Trainee (Sales) - Des Moines, IA Iowa | 503748 Financial Representative Trainee (Sales) - Springfield, MO Missouri | 503751
Full Time
7/29/2025
Hartford, WI 53027
(25.4 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 30-Jul-2025. The posting may close early due to the volume of applicants.If 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 five 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 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five 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 five 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 $45,000 - $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 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.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 2024, data as of December 2023. 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
Full Time
8/1/2025
Middleton, WI 53562
(42.5 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityCertifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Full Time
8/1/2025
Pewaukee, WI 53072
(39.2 miles)
Summary: The Sales Representative is responsible for driving the growth and development of sales and profit margins for MSI’s Tile product lines within the retailer and dealer network, located within an assigned geographic territory.Work Hours: Monday to Friday from 08:00 AM to 05:00 PM, 1 Saturday(s) a month from 09:00 AM to 01:00 PMSeniority Level: AssociateEmployment Type: Full-timeTo perform this job successfully, the individual must be able to complete the following essential duties and responsibilities:Establish and maintain strong relationships with existing and prospective customers within designated territories, focusing on retailer and dealer networks, to drive sales and promote flooring and countertop products.Provide product knowledge and training to store personnel, enabling them to effectively present products and negotiate with consumers.Understand company products, market competition, and strategies to position products advantageously.Manage displays, samples, and selling tools to ensure availability for customers.Consult with dealers on retail pricing, advertising, promotions, and ROI, leveraging an understanding of retail business financials.Quote prices, discuss credit terms, and prepare sales contracts for customer orders.Estimate delivery dates for customers based on company delivery schedules.Analyze sales reports to identify opportunities with current and potential customers.Utilize marketing tools, such as catalogs, brochures, and vendor collateral, to expand territory reach and promote company products.Research and analyze customer needs and market trends to better understand demand.Resolve customer claims and issues related to deliveries, returns, and credits.Attend trade shows throughout the year as required.Willing to travel up to 90%, with most travel being local and occasional overnight trips.Perform additional duties as required.Additionally the candidate must meet the following Education and Experience requirements:Bachelor’s degree preferredMust possess a valid driver’s licensePrevious sales experience is a plusIndustry experience is beneficial but not requiredStrong math skills for calculating discounts, interest, commissions, percentages, area, and volume.Self-motivated and results-driven, with the ability to work independently and in teams.Proficient in Microsoft Office; experience with CRM platforms preferred.Strong communication, presentation, problem-solving, and negotiation skillsBilingual in Spanish is a plus.This role has the following physical demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to use their hands to handle objects, tools, or controls; reach with their hands and arms; and communicate verbally. The employee frequently sits and may occasionally stand or walk.The employee must occasionally lift, pull and move up to 25 pounds. Specific vision abilities required by this job include close vision.Benefits: MSI offers a comprehensive benefits package that includes: Referral, Holiday, and Annual BonusesAnnual pay increasesPaid Time OffMedical, Dental, and Vision InsuranceCompany-paid Short Term and Long Term disability;Company-paid Life InsuranceTuition ReimbursementTraditional and Roth 401(k) plans with company matching contributionsCharitable donation matching programsFree, company-sponsored 1-on-1 tutoring for children/dependents of MSI employees in grades k-12, including free tutoring for SAT and ACT tests.About MSI: Founded in 1975, MSI is a leading supplier of flooring tile, countertops, wall and backsplash tile and hardscaping surfaces products in North America. Headquartered in Orange, California, MSI also maintains over 50 state-of-the-art showroom and distribution centers across the U.S. and Canada. MSI's product line includes an extensive offering of Granite, Quartz, Porcelain, Luxury Vinyl flooring, Slate, Marble, Travertine, Sandstone, Limestone, Quartzite, onyx, stacked stone and pavers imported from over 36 countries on six continents.Over the years, MSI has been the recipient of many prestigious awards including: Top 5 fastest growing companies - OC Business JournalSupplier Diversity Award - Home Depot#1 Flooring Distributor multiple years in a row - Floor Covering WeeklyTop Workplaces Award winner multiple times - Top WorkplacesMSI Founder named the Entrepreneur of the Year - Ernst and YoungMSI is an equal opportunity employer that celebrates diversity and fosters inclusion and belonging for all employees. We provide a work environment that allows all employees to do their best work, free from all forms of discrimination. No employee or applicant will be discriminated against on the basis of race, ethnicity, age, sex, gender identity or expression, sexual orientation, citizenship status, military status, religion, disability status, or any other legally protected group. MSI provides reasonable accommodations for all employees and applicants. If you believe you require an accommodation, please speak with your recruiter or a member of our HR team.
Full Time
7/28/2025
Oconomowoc, WI 53066
(30.3 miles)
OverviewHarmonyCares is one of the nation’s largest home-based primary care practices. HarmonyCares is a family of companies all dedicated to providing high-quality, coordinated health care in the home. This includes HarmonyCares, HarmonyCares Medical Group, HarmonyCares Home Health and HarmonyCares Hospice.Our Mission – To bring personalized, quality-based healthcare to the home of patients who have difficult accessing care.Our Shared Vision – Every patient deserves access to quality healthcare.Our Values – The way we care is our legacy. Every interaction counts. Go the extra mile. Empower and support each other.Why You Should Want to Work with UsHealth, Dental, Vision, Disability & Life Insurance, and much more401K Retirement Plan (with company match)Tuition, Professional License and Certification ReimbursementPaid Time Off, Holidays and Volunteer TimePaid Orientation and TrainingGreat Place to Work CertifiedEstablished in 11 statesLargest home-based primary care practice in the US for over 28 years, making a huge impact in healthcare today!More details about the benefits we offer can be found at https://careers.harmonycares.com/benefits. ResponsibilitiesThe Community Liaison, Medical Group is responsible for inbound/outbound communication and business development for HarmonyCares Medical Group (House calls). The role acts as the local market B2B, B2C, and D2C representative educating community partners and potential patients about the company, our mission and service offerings. The Community Liaison Medical Group will help facilitate patient transitions of care from area facilities and referral partners to HarmonyCares and will explain the benefits of enrollment to eligible patients and caregivers.Essential Duties and ResponsibilitiesMarket analysis, along with competitive landscape, in which to differentiate our HarmonyCares services to external referral partners.Know and educate the community on our mission to provide high-quality personalized healthcare in the home for people that need it the mostMeet and exceed agreed upon in person and virtual meeting goals with key decision makersThoroughly understand eligibility and enrollment processes for HarmonyCares Medical GroupProvide education on and facilitate, as requested, benefit enrollment and processesTrack performance in CRM demonstrating plan and adherence to budgeted targets for a given regionSchedule face-to-face or phone discussions with patients and their caregivers (or other legal representatives) to provide guidance on patient eligibility for all programsFor patients interesting in being aligned or attributed to an accountable care organization (or other CMS alternative payment model) in which one of the Company’s practices are participating, inform them about the program; and, if they opt to voluntarily align, collect Voluntary Alignment Form from patients (or their legal representatives)Answer inbound calls from patients, families, and facility staff members regarding the Company’s business units operating in the relevant marketPromptly, accurately, professionally triage all patient concerns related to care needs, scheduling and billing to the appropriate departmentOversee and document outreach calls conducted and meetings scheduled with external sourcesAdhere to all company policies and procedures and all applicable laws and requirements, including without limitation those related to marketing (including marketing plans), interacting with referral sources and patients, beneficiary notifications, and conducting patient outreach (i.e., calls and in person)Comply with HIPAA privacy and security guidelines and company policies, procedures and standardsMaintain consistent communication with sales leader and local Business Unit leadership and support staffPerform other additional duties as assigned QualificationsRequired Knowledge, Skills and ExperienceBachelor’s Degree or four years of B2B sales experienceThree years of health care related industry sales/marketing experience requiredExcellent organization, problem solving skills and the ability to appropriately represent company service capabilities to the targeted referral sourceKnowledge of sales techniques and territory managementExcellent interpersonal communication, presentation and customer service skills requiredProficiency with Microsoft Office, Word, Excel, OutlookAbility to travel within assigned territory and attend sales meetings as requiredExcellent written and verbal communication skillsAbility to work independently and complete multiple tasksStrong organizational skillsPreferred Knowledge, Skills and ExperienceSelf-motivated and driven individual who does not require significant oversight to perform at a high level after initial orientation and training Pay TransparencyIndividual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related considerations. NoticeHarmonyCares and HarmonyCares Hospice are not affiliated with Harmony Hospice Care. HarmonyCares Hospice does not conduct business in OH. HarmonyCares Hospice conducts business in MI, VA, WI, TX, IN, IL.
Full Time
7/26/2025
Madison, WI 53774
(40.0 miles)
It’s a great time to join AAA The Auto Club Group!JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARDJob Type:Full timeExempt/Non Exempt:HourlyJob Description:Join America’s most trusted brand with over 100 years of service.$2,500 Signing Bonus for new hires**To qualify for the Sign-On Bonus, applicants must be new to ACG (not applied in the last 180 days.) There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment. Additional details can be provided by our Recruiting Team at the time of application**Why Choose AAA The Auto Club Group (ACG)ACG offers excellent and comprehensive benefits packages:Medical, dental and vision benefits401k MatchPaid parental leave and adoption assistancePaid Time Off (PTO), company paid holidays, CEO days, and floating holidaysPaid volunteer day annuallyTuition assistance program, professional certification reimbursement program and other professional development opportunitiesAAA MembershipDiscounts, perks, and rewards and much moreTrusted Insurance BrandWalk-in traffic in local AAA branches from Travel/Car Care/Life Lead generation of 14+ million members Annual Sales Incentive TripA DAY IN THE LIFE of a Field Insurance Agent IThe Auto Club Group is seeking a prospective Field Insurance Agent I who is responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch.Uses sales techniques and product knowledge to identify customer-specific needs to generate new sales, retain existing insureds, and grow ACG’s overall insurance book of business.Effectively overcomes objections to close the sale and/or retain the insured.Works to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership.Conducts insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.Participates in local branch events, to solicit new business, create and expand business networks.Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the AAA brand.Responds to customer inquiries and requests relating to insurance, membership, and financial products.Refer Members to other applicable lines of business (i.e., Travel & Financial Services) as deemed appropriate.HOW WE REWARD OUR EMPLOYEESAverage annual earnings $57,000-$87,000+Pay StructureBase Pay $31,200 (non-exempt, eligible for overtime)Unlimited commission potentialElevated commission payout (first 15 months)Supplemental PayAdditional $200/week for months 0-2Additional $150/week for months 3-4Additional $100/week for months 5-6New Hire On-Pace BonusWE ARE LOOKING FOR CANDIDATES WHORequired Qualifications:Current Property & Casualty Insurance Sales licenseCurrent Life & Health Insurance Sales license, or obtain within 90 days of hireMust qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.Obtain Health and Accident licenses and appointments where applicable as deemed necessary and within a time frame established by the Business Unit.EducationHigh School diploma or equivalentWork experience1+ year(s) of customer-facing experience in a fast-paced computer automated business environment (i.e., financial/banking)Successful candidates will possess:Strong sales skills with a knowledge of effectively developing, tracking, following up on and closing leads.Possess consultative selling techniques utilizing thorough product knowledge.Strong prospecting skillsExcellent verbal and written communication skills combined with strong customer focusAmbition, motivation, and driveKnowledge of desktop systems including, but not limited to, CRM and Microsoft Office software applications.Excellent listening skills and ability to understand customer needs.Work EnvironmentWorks in a temperature-controlled branch location. Ability to work irregular hours with possible weekend work. May travel to local branch events.#appcast Who We AreBecome a part of something bigger.The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance.And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other.We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.To learn more about AAA The Auto Club Group visit www.aaa.comImportant Note:ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.Regular and reliable attendance is essential for the function of this job.AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
Full Time
8/6/2025
Oshkosh, WI 54901
(42.4 miles)
This position is required to grow top line sales at assigned Lowes stores within geographic territory through implementing sales/marketing programs, training activities, service and merchandising responsibilities. The store count will range based on geography and store volume. Store count ranges between 3-5 stores, average territory contains 4 stores. Lowes Stores: Manitowoc, Wi- 2206Oshkosh, Wi- 2308Appleton, Wi- 2486Plover, Wi- 2586Marquette, Mi- 2868 Job duties involve contact with customers, which may include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise, and other items of value, and such access may be supervised or unsupervised. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public. Este puesto es necesario para aumentar las ventas de primera lnea en las tiendas Lowes asignadas dentro del territorio geogrfico mediante la implementacin de programas de ventas/marketing, actividades de capacitacin, servicios y responsabilidades de comercializacin. El recuento de tiendas variar segn la ubicacin geogrfica y el volumen de las tiendas. El recuento de tiendas vara entre 3 y 5 tiendas, y el territorio promedio contiene 4 tiendas. Lowes Tiendas Manitowoc, Wi- 2206Oshkosh, Wi- 2308Appleton, Wi- 2486Plover, Wi- 2586Marquette, Mi- 2868 Las tareas laborales implican el contacto con los clientes, que pueden incluir menores; y acceso a efectivo y otros mtodos de pago, equipos electrnicos, informacin personal, mercancas de la tienda y otros artculos de valor, y dicho acceso puede ser supervisado o no supervisado.Por lo tanto, la Compaa ha determinado que una verificacin de antecedentes penales es necesaria para proteger a la compaa, sus operaciones y reputacin y es necesaria para proteger la seguridad de los clientes, el personal, los empleados, los proveedores, los contratistas y el pblico en general de la Compaa.At Sherwin-Williams, our purpose is to inspire and improve the world by coloring and protecting what matters. Our paints, coatings and innovative solutions make the places and spaces in our world brighter and stronger. Your skills, talent and passion make it possible to live this purpose, and for customers and our business to achieve great results. Sherwin-Williams is a place that takes its stability, growth and momentum and translates it to possibility for our people. Our people are behind the strength of our success, and we invest and support you in: Life with rewards, benefits and the flexibility to enhance your health and well-being Career with opportunities to learn, develop new skills and grow your contribution Connection with an inclusive team and commitment to our own and broader communities It's all here for you... let's Create Your Possible At Sherwin-Williams, part of our mission is to help our employees and their families live healthier, save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commuteit matters to us. A general description of benefits offered can be found at http://www.myswbenefits.com/. Click on “Candidates” to view benefit offerings that you may be eligible for if you are hired as a Sherwin-Williams employee. Compensation decisions are dependent on the facts and circumstances of each case and will impact where actual compensation may fall within the stated wage range. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. The wage range, other compensation, and benefits information listed is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable federal, state, and local laws including with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act where applicable. Sherwin-Williams is proud to be an Equal Employment Opportunity employer. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status or any other consideration prohibited by law or by contract. As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans. Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process.Sales Establish strong selling relationships with store associates, store management and other district managersContinually promote and represent the brand and product strengths to Lowes associates, customers/contractors discerning competitive advantage and competitor’s weaknesses.Utilize the CRM system to document sales calls and store visits. SSR will also gather and document competitor intelligence information in the CRM. Conduct contractor events to promote products and to increase salesEnsuring promotions, pricing & signage is set appropriately in each store.Prepare Annual Grow Plan (AGP) for assigned stores in territory that meet or exceed sales & profit goals. Training Conduct product knowledge (PK) training sessions for current and newly hired Lowes associates. Training should include features, benefits as well as selling skills and may include a demo of the products. Products include (Valspar, HGTV Home by Sherwin Williams, Purdy, Minwax, Cabot, Thompson’s Waterseal, White Lightning, DIY Paint, Contractor Paint).Conduct sales training to current and newly hired Lowes associates.Promotional Display training to Lowes associates.Training on how to conduct a “color conversation” with customers.Train store associate on equipment. i.e. tinting machines Respond to and resolve product/service/inventory issues at the store level. Service Assist store associates with tinting/mixing paint as needed.Department review of all SW products. Review all products on shelf to ensure products are fully stocked and properly displayed. Replace defected products (dents, labels,etc)Make sales calls, as requested by Lowe’s, to residential repainters, remodlers, property maintenance managers & local home builders (approximately 10% of weekly time) to increase the pro-paint sales. Merchandising / Color Collateral / Displays Maintain store signage, merchandising displays, color chip and color card stock.Ordering inventory of collateral to ensure inventory is stocked. Misc. Responsibilities P&L review & management. Review consists of expense management, mistint expense tracking, collateral expenses & T&E.Assist other Sales Service Reps as neededAttended required conference callsAttend local and non local trainings as required (i.e. Sales Excellence)Attend National Sales Meeting(s)Complete required paperwork/reports in a timely manner.This includes but is not limited to mileage tracking, expense reporting, etc.. RESPONSABILIDADES Y TAREAS PRINCIPALES Ventas Establecer relaciones de ventas slidas con los asociados de la tienda, la gerencia de la tienda y otros gerentes de distrito.Promover y representar continuamente las fortalezas de la marca y del producto a los asociados y clientes/contratistas de Lowes distinguiendo las ventajas competitivas y las debilidades de la competencia.Utilizar el sistema de gestin de relaciones con los clientes (Customer Relationship Management, CRM) para documentar las llamadas de ventas y las visitas a tiendas. El representante de servicios de ventas (Sales Service Representative, SSR) tambin recopilar y documentar informacin de inteligencia de competidores mediante el CRM. Realizar eventos con contratistas para promover productos y aumentar las ventas.Garantizar que las promociones, los precios y la cartelera se posicionen adecuadamente en cada tienda.Preparar el plan de crecimiento anual (Annual Growth Plan, AGP) para las tiendas asignadas en el territorio que cumplan o superen los objetivos de ventas y ganancias. Capacitacin Llevar a cabo sesiones de capacitacin sobre conocimiento del producto (Product Knowledge, PK) para asociados actuales y recin contratados de Lowes. La capacitacin debe incluir caractersticas, beneficios y habilidades de venta, y puede incluir una demostracin de los productos. Los productos incluyen Valspar, HGTV Home de Sherwin Williams, Purdy, Minwax, Cabot, Thompson’s Waterseal, White Lightning, pinturas “hgalo usted mismo” (Do It Yourself, DIY) y pinturas para contratistas.Realizar capacitacin de ventas para los asociados actuales y recin contratados de Lowes.Capacitacin en exhibicin de promociones para asociados de Lowes.Capacitacin sobre cmo llevar a cabo una “conversacin sobre color” con los clientes.Capacitar a los asociados de la tienda sobre equipos; por ejemplo, mquinas de tintado. Responder a problemas con productos/servicios/inventario a nivel de la tienda y resolverlos. Servicio Ayudar a los asociados de la tienda con el tintado/la mezcla de pinturas segn sea necesario.Realizar revisin de departamento de todos los productos de SW.Revisar todos los productos en las estanteras para asegurar que haya abastecimiento completo y exhibicin adecuada.Reemplazar productos defectuosos (por abolladuras, etiquetas, etc.).Realizar llamadas de ventas, segn lo solicite Lowe’s, a repintadores residenciales, remodeladores, gerentes de mantenimiento de propiedades y constructores de viviendas locales (aproximadamente el 10% del tiempo semanal) para aumentar las ventas pinturas Pro. Comercializacin / Materiales complementarios de color / Exhibicin Mantener el abastecimiento de la cartelera de la tienda, los exhibidores de comercializacin, las muestras de colores y las tarjetas de colores.Ordenar el inventario de materiales complementarios para garantizar el abastecimiento del inventario. Responsabilidades varias Revisar y gestionar las cuentas de prdidas y ganancias (Profit and Loss, P&L). La revisin consiste en la gestin de gastos, el seguimiento de pinturas con errores de mezcla, el control de gastos de materiales complementarios y el control de viajes y gastos (Travel and Expenses, T&E).Ayudar a otros representantes de servicio de ventas segn sea necesario.Participar en llamadas en conferencia requeridas.Asistir a capacitaciones locales y no locales segn sea necesario (por ejemplo, Excelencia en ventas).Asistir a reuniones nacionales de ventas.Completar documentos/informes requeridos de manera oportuna. Esto incluye, entre otros, seguimiento de millas, informes de gastos, etc.FORMAL EDUCATION: Required: HS Diploma, Bachelor’s Degree strongly preferred Preferred: Bachelor’s Degree in Business Related field (i.e. Sales, Business Management, Marketing, etc.) KNOWLEDGE & EXPERIENCE: Required: 1+ year previous experience in Customer Service, Sales, Marketing or other Business related field.Ability to work a flexible work schedule. This includes evenings and weekends with up to 9 Saturday’s per year.Must have a valid driver’s licenseStrong Organizational & Communication skills Preferred: Ability to communicate in SpanishConducting presentations to groups of employeesExperience in sales, customer service or merchandisingAbility to work independentlyP&L / Budget Management PHYSICAL REQUIREMENTS: Must be able to sit, stand, hear, and see on a constant basis.Must be able to walk, write, and type on a frequent basis.Must be able to lift and carry up to 50 pounds.Must be able to climb and descend stairs.Must be able to bend, carry, reach, push, and pull on an occasional basis.Must be able to communicate verbally and in writing.May work indoors and outdoors as needed. Exposure to heat up to 120 degrees and cold to 0 degrees.May work in areas where noise level is such that hearing protection is required.May work in areas where toxic, flammable, and hazardous materials are present.May be exposed to varying amounts of dust and dirt.Work surfaces may include concrete.Employee must be able to tolerate non-toxic paint odors and be able to wear a respirator as required.Employee must be able to operate a computer and communicate via telephone.Some travel to other locations, meetings and/or seminars is required. TECHNICAL/SKILL REQUIREMENTS: Required: Must have the ability to learn to operate the in store tinting machinesMust be able to operate an iphone & computer Preferred: Previous paint/coatings experience TRAVEL REQUIREMENTS: 50% or more (May be less, depending on Geographic Region) REQUISITOS DEL PUESTO EDUCACIN FORMAL: Se requiere: Diploma de escuela secundaria; se valora una licenciatura. Se valora: Licenciatura en el campo relacionado con los negocios (por ejemplo, ventas, gestin comercial, marketing, etc.). CONOCIMIENTO Y EXPERIENCIA: Se requiere: Ms de 1ao de experiencia previa en servicio al cliente, ventas, marketing u otro campo relacionado con los negocios.Capacidad para trabajar con un horario de trabajo flexible. Esto incluye noches y fines de semana con hasta 9sbados por ao.Obligatoriedad de poseer una licencia de conducir vlida.Slidas habilidades organizacionales y de comunicacin. Se valora: Capacidad de comunicarse en espaol.Realizacin de presentaciones a grupos de empleados.Experiencia en ventas, servicio al cliente o comercializacin.Capacidad para trabajar de manera independiente.Administracin de P&L/presupuestos. REQUISITOS FSICOS: Debe ser capaz de sentarse, pararse, escuchar y ver de manera constante.Debe poder caminar, escribir y tipear con frecuencia.Debe poder levantar y transportar hasta 50libras.Debe poder subir y bajar escaleras.Debe ser capaz de inclinarse, transportar elementos, extenderse, empujar y tirar ocasionalmente.Debe ser capaz de comunicarse verbalmente y por escrito.Puede trabajar en interiores y exteriores segn sea necesario. Capacidad de exposicin al calor de hasta 50°C (120°F) y al fro de hasta -17°C (0°F).Puede trabajar en reas donde el nivel de ruido es tal que se requiere proteccin auditiva.Puede trabajar en reas donde haya presencia de materiales txicos, inflamables y peligrosos.Puede estar expuesto a diversas cantidades de polvo y suciedad.Las superficies de trabajo pueden incluir concreto.El empleado debe ser capaz de tolerar olores de pintura no txicos y de usar un respirador segn sea necesario.El empleado debe poder operar una computadora y comunicarse por telfono.Se requieren algunos viajes a otros lugares, reuniones o seminarios. REQUISITOS TCNICOS/DE HABILIDADES: Se requiere: Debe tener la capacidad de aprender a operar las mquinas de tintado de la tienda.Debe poder operar un iPhone y una computadora. Se valora: Experiencia previa en pintura/recubrimientos. REQUISITOS DE VIAJE: 50% del tiempo o ms (puede ser menos, segn la regin geogrfica).
Full Time
8/6/2025
Madison, WI 53774
(40.0 miles)
We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.Job OverviewAs a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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.Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.Key ResponsibilitiesBuild relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.A firm-provided branch office in the community.Client support to help lighten the load so you can focus on your clients.A support network that extends from your client support team 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.Benefits: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.Earn salary, commissions, new asset compensationNo ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsAs every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculatorHiring Minimum $50,000Hiring Maximum $125,000Applications for this role are accepted on an ongoing basis.Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Job OverviewSkills/RequirementsFinancial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.What characteristics would make you a successful financial advisor Strong communications skills and self-starterLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingAdaptable to new information seeking the right solutions for clientsComfortable in your ability to think criticallyPassion for new opportunitiesCandidate qualifications:Series 7 and Series 66 requiredExperience in financial services working with clients, in-depth knowledge of investment products and services with a track record of successState insurance licenses preferred Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning CounselorRead 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 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.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 2024, data as of December 2023. 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.
Full Time
7/26/2025
Columbus, WI 53925
(13.8 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: 137 W James Street, Columbus, WIThis job posting is anticipated to remain open for 30 days, from 24-Jul-2025. The posting may close early due to the volume of applicants.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: $65000.00Hiring Maximum: $69100.00Read 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 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.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 2024, data as of December 2023. 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.
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Full Time
7/26/2025
Columbus, WI 53925
(13.8 miles)
Occupational Therapist Career Opportunity Your Calling, Close to Home and HeartAre you in pursuit of a career that's more than a job, one that aligns with your heart and community We believe in the power of creating positive change within local communities through exceptional Occupational Therapy services, empowering individuals toward independence and an improved quality of life. Envision the opportunity to profoundly impact patients' lives, providing vital care and support, and contributing to inspiring outcomes. If this resonates, you're in the right place. As an Occupational Therapist, your role thrives on recognizing the significance of small victories in driving substantial change. Utilize your specialized skills to deliver top-tier, compassionate, and personalized care to our rehabilitation patients. Embrace a supportive team environment infused with motivation and joy in their work, granting access to cutting-edge technology. Start a rewarding career with comprehensive benefits, ensuring your peace of mind and professional growth from day one. Welcome to a fulfilling career journey where your care brings lasting impact and personal fulfillment. A Glimpse into Our WorldWhether you're laying the foundation of your career or a seasoned Occupational Therapist in search of a nurturing environment to call home, we are confident you'll feel the difference the moment you join our team. Being at Encompass Health means being a part of a growing national inpatient rehabilitation leader. We take pride in our career growth opportunities and the collaborative spirit of our team members, united for the greater good of our patients. Our recognitions, including being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, make us immensely proud. Benefits That Begin With YouOur benefits are designed to support your well-being and start on day one:• Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.• Generous paid time off that accrues over time.• Tuition reimbursement and continuous education opportunities for your professional growth.• Company-matching 401(k) and employee stock purchase plans, securing your financial future.• Flexible spending and health savings accounts tailored to your unique needs.• A vibrant community of individuals who are passionate about what they do. Be the Occupational Therapist You've Always Aspired to BeYour impactful journey involves:• Providing direct care to patients in need of occupational therapy.• Guiding patients by supervising care and treatments, leading patient assessments, creating personalized care plans, and targeting and resolving patient concerns.• Building meaningful relationships with patients by dedicating time to understand their physical, mental, and emotional needs for a successful recovery.• Celebrating patient victories along the way. Qualifications• Current licensure or certification required by state regulations.• CPR certification.• Master's Degree preferred, or Bachelor's Degree plus sufficient experience in the field. The Encompass Health WayWe proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing!At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification.We're looking forward to meeting you, and we truly mean that. Join our family, and let's make a positive impact together.
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