Investments Jobs

Bank of AmericaHQI 77

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! JOB DESCRIPTION: As an Investments Account Maintenance Generalist your responsibilities will include providing timely resolution on routine service and inquiries that come into the group from a variety of channels. Generalists are expected to understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships. You will process incoming documents and emails related to client accounts and work CMC cases. You will make outbound calls on documents that need more information and resolve .Generalists will also be expected to think analytically, use strong research Qualifications, and apply best practices/past experiences to problem resolution. You will be responsible for processing documents according to established policies & procedures and will be held accountable for accurate and timely processing of requests. Daily responsibilities will include data entry, account updates, and general processing of account forms such as Client relationship agreements, beneficiary forms, address changes etc. Must provide high quality client centric customer service. Opportunity to become a certified trainer/mentor affording you the opportunity to advance your career. You will work in a high paced production environment and will need to meet or exceed certain metrics such as quality control and productivity. REQUIRED QUALIFICATIONS: • Strong organizational and time management skills • Attention to detail and follow through on assignments • Ability to multi-task and independently prioritize his/her workload • Work as sole contributor and as a team player as required • Strong analytical and problem solving skills • Excellent communication skills-verbal and written DESIRED QUALIFICATIONS: • Customer Service and/or call center experience preferred • Knowledge of Merrill systems, products and applications SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

ABB ABHQI 82

På ABB hjälper vi industrier att bli mer resurseffektiva och renare – och varje person här bidrar till resultaten. Du kommer att få möjlighet att leda, få stöd att växa och kunna vara stolt över den påverkan vi skapar tillsammans. Gå med oss och hjälp till att driva det som driver världen. Denna position rapporterar till: Production Engineering Manager __ Are you a proven leader with a passion for driving industrial investment projects from concept to completion? We’re looking for a skilled and motivated Project Manager to join our MOHP Operations team in Västerås. In this role, you’ll lead strategically important Manufacturing investment projects that support our continued growth, operational excellence, and long-term competitiveness. This is an extension of our Project Management team, and you will work alongside Project Management colleagues (employees and consultants) that are experienced in our production and project execution processes. You’ll take full ownership of project execution – from Gate 0 Project kick-off to Gate 6 Project close-out, ensuring optimized solutions are reaching our Manufacturing unit in smooth handover while securing compliance with internal standards, timelines, and budget. To succeed in this role, you bring first-hand experience from industrial project management, including machinery investments and infrastructure-related installations (e.g. electricity, ventilation, construction). You enjoy working close to operations and confidently navigating project risks- technical and commercial. You will be mainly accountable for: Lead and deliver mid-size to large scale investment projects about 5-25 milion sek, ensuring quality, budget, and time targets are met. Manage project resources and risks in an effective, transparent and professional manner. Contribute to continuous improvement in the field of project execution, by sharing knowledge and driving defined improvement activities. Represent the project in internal and external forums, including inspection/verification activities at supplier, stakeholder meetings, and formal project close-out. You are located in Västerås on our production site on Finnslätten. Since you are a part of the production and have projects going on this in an on-site employment. Qualifications for the role At least 3 years of solid experience in project management and industrial investments – ideally including customized machinery equipment in combination with automation solutions. Strong passion for investment and industrialization projects and capability of handling multiple projects (~2-3) in parallel. Significant knowledge of project planning (e.g. MS Project, WBS Scheduler), cost follow-up and budgeting (e.g. SAP), as well as RFQ processes, supplier negotiations, stakeholder communication, and risk management. A bachelor’s degree in mechanical engineering or other relevant post-secondary education, combined with a proven ability to deliver results in technical project environments. Excellent communication skills in both Swedish and English, written and spoken. Driver’s license B. What’s in it for you? We empower you to take initiative, challenge ideas, and lead with confidence. You’ll grow through meaningful work, continuous learning, and support that’s tailored to your goals. Every idea you share and every action you take contributes to something bigger. More about us ABB Motion High Power (MOHP) Division offers a comprehensive product portfolio of large AC motors and generators. From general purpose to highly customized designs, synchronous motors provide high efficiency, reliability and availability across all major industries and applications, including some in the toughest and most demanding environments. The division also has a long track record of designing and building generators for wide range of industries, including power generation, marine, oil and gas, mining, and data centers. Hiring Manager Andreas Wallner, +4670-639 89 47, will answer your questions about the position. Union representatives; Unionen: Katja Saari, +4673- 077 05 02; Ledarna: Mats Wahlund, +4676- 769 80 05; Sveriges ingenjörer: Håkan Sjöberg, +4670- 396 00 02. All other questions can be directed to Talent Partner Robert Norén +46 72 461 20 95. We look forward to reading your application in PDF format. Last day to apply is 31 October. Please note that to be eligible for employment at ABB Sweden, you will need to pass our pre-employment screening steps. This includes a reference check, a drug test, and could also include an extended background check. Join us. Be part of the team where progress happens, industries transform, and your work shapes the world. Run What Runs the World. För att bygga en renare och smartare framtid krävs alla sorters människor: de nyfikna, de modiga och de kreativa. Därför välkomnar vi människor med alla bakgrunder och erfarenheter. Är du redo att göra skillnad? Ansök idag eller besök https://www.abb.com för att lära dig mer om hur våra lösningar påverkar hela världen.

SAFRA INVESTMENTSHQI 75

DESCRIPTIF DU POSTE Dans le cadre de son développement, Safra recrute 1 Directeurs Délégué - H/F, en CDI, pour l'une de ses 3 sociétés, Safra New Mobility, Safra New Energy, Safra Aerotech. Membre de l'équipe de direction, vous jouez un rôle central dans la construction, la mise en œuvre et le pilotage de la stratégie globale du Groupe. Vos principales responsabilités seront : Définir et piloter la stratégie de l'entreprise en lien avec la Direction Générale. Piloter la performance globale : résultats économiques, commerciaux, opérationnels, sociaux et environnementaux. Superviser l'ensemble des services et accompagner la transformation et le développement de l'entreprise. Manager les équipes, développer les compétences et favoriser une dynamique collective et transversale. Piloter les budgets, investissements, projets stratégiques et actions d'amélioration de la performance. Identifier et développer les opportunités de croissance, d'innovation, de diversification et de partenariats. Représenter l'entreprise auprès des clients, partenaires, institutions et autres parties prenantes. Veiller au respect des règles, notamment en matière de HSE, et maintenir un environnement de travail performant et sécurisé. Des déplacements fréquents nationaux et internationaux sont à prévoir plusieurs fois par mois sur le poste. PROFIL Le poste s'adresse à un(e) professionnel(le) disposant des compétences et qualités suivantes : Formation : Bac+8 en management industriel Expérience : Expérience significative en Directeur d'entreprise. Minimum 10 ans d'expérience dans une PME ou un groupe à dimension internationale. Compétences linguistiques : Français : courant Anglais : courant Chinois : courant Compétences techniques : Management stratégique et gouvernance d'entreprise. Connaissances économiques, financières, budgétaires et juridiques avancées. Compréhension globale des processus industriels, commerciaux et support. Réglementations du travail, sécurité, environnement, conformité, droit des sociétés. Pilotage de projets complexes, transformation organisationnelle, gestion du changement. Culture informatique et enjeux de cybersécurité. Connaissance approfondie des mécanismes de croissance et du corporate development. Maîtrise des marchés de la mobilité décarbonée et des nouvelles énergies Maitrise des relations Sino-Françaises Compétences personnelles : Leadership visionnaire , exemplarité, éthique, sens politique, capacité de décision , excellente communication, intelligence relationnelle, diplomatie , capacité à fédérer, orientation résultats, esprit analytique et pragmatisme. Rémunération et statut : Rémunération fixe : entre 90K€ et 120K€ bruts/an Cadre forfait 217 jours Disponibilité : Sous 2 mois Rejoindre nos équipes, c'est contribuer activement à la structuration et à la réussite d'une entreprise en plein essor, tout en occupant un rôle clé au plus près de la Direction Générale. Le poste est basé à Albi (81), située à seulement 45 minutes de Toulouse. Nous proposons une rémunération adaptée au profil et aux compétences du candidat retenu, assortie d'avantages tels qu'une mutuelle d'entreprise prise en charge à 70%, une retraite supplémentaire, la prise en charge à 100% des frais de transports en commun et des titres restaurant. Rejoignez-nous et contribuez à construire l'avenir de notre Groupe !

Estia Investments Pty LtdHQI 77

At Estia Health, we're more than just a workplace: we're a community dedicated to enriching lives and making a difference. If you're passionate about aged care and want to be part of something meaningful, then we want to hear from you. Everyday, over 14,000 employees choose to make a difference at Estia Health, sharing a joint purpose to enrich and celebrate the lives of our residents. With 96 homes (and growing), across Queensland, New South Wales, South Australia and Victoria, you will play a part in positively impacting the lives of our residents and their families. Join us in playing a special role in the future of aged care. About the Role Permanent part-time position : Monday to Friday from 9am to 5pm In this varied and busy role you deliver engaging, fun and varied activities ensuring residents have their best day, everyday. A key part of your role will be giving personal care and emotional support to residents to ensure they feel valued, safe and maintain strong social connections within the home. As well as providing some aspects of direct care you will love getting to know the personal interests of our residents and finding engaging, fun and innovative activities that keep them motivated and smiling. You'll be a team player who: Brings your energy and passion for enriching the lives of older Australians into this fun, dynamic and varied role Wants to be part of a collaborative team in a dynamic and growing sector where you can make a valuable contribution to the lives of older Australians with your warm and welcoming approach Is highly organized, can manage multiple tasks at once Has a passion for building genuine relationships and a desire to see residents enjoying themselves Benefits available: Retail savings with the Blue Light Card Discounted car hire Employee Assistance Program for you and your family Free Wellbeing App to support your mental and physical health Novated leasing for vehicles Workplace banking support ACN membership discounts for nurses Discounted health insurance with nib health Discounted JB HiFi Estia Health is committed to embracing diversity, equity and inclusion in our workplaces. We encourage applications from people of all ages, cultures (including Aboriginal and Torres Strait Islander peoples), abilities, sexual orientation and gender identities. If you need assistance to participate in our application process, please let us know. Please be advised that we do not accept emailed applications for this position. To apply, simply click the 'Apply' button and follow the instructions provided. Note: All shortlisted applicants will need to pass the required background checks. During the influenza season, all staff are required to provide evidence of a current influenza vaccination. If you are interested in a role, please ensure you apply online, as we do not accept emailed resumes.

Standard Chartered BankHQI 72

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. Job Summary Lead, BPO Investment Finance FP&A Lead is a key Leadership role driving the Compliance, Controls and Governance for the Plan to Perform Investment Finance function, working for and with GPO BPO & Group Controller This role will drive the implementation of an effective, efficient, and well

T & T - trade investments s.r.o.HQI 75

Jedná se o práci v mrazírenském skladu, kde je teplota až - 20°C. Požadujeme pracovitost, spolehlivost. První kontakt telefonicky od 8:00 do 15:00.

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. RESPONSIBILITIES: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele REQUIRED QUALIFICATIONS: • Aptitude in obtaining required industry licenses • Must be self-disciplined in managing time and capacity • Experience in cultivating client relationships, assessing needs and recommending solutions • Success creating strong peer relationships through effective communication and collaboration • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment • Executes multiple tasks simultaneously • Learns and adapts to new technology or applications DESIRED QUALIFICATIONS: • Currently holds FINRA Securities Industry Essentials (SIE) • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience SKILLS: • Client Experience Branding • Client Solutions Advisory • Investment Management • Pipeline Management • Referral Management • Client Management • Customer and Client Focus • Portfolio Management • Prospecting • Referral Identification • Business Acumen • Executive Presence • Oral Communications • Risk Management • Trading MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent SCHEDULE: Monday - Fridays and rotating Saturdays PLEASE NOTE THAT THIS REQUISITION CONTAINS MULTIPLE LOCATIONS BUT THERE IS NOT AN IMMEDIATE OPENING FOR EVERY LOCATION LISTED SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. REQUIRED QUALIFICATIONS: • Demonstrates willingness to complete required industry licensing • Displays confidence working in a sales role • Builds strong client relationships through effective communication and collaboration • Displays a proactive mindset and effective time management • Demonstrates a results-driven mindset and prioritizes client interests • Identifies appropriate client solutions through application of learnings and new information • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies DESIRED QUALIFICATIONS: • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience • Learns and adapts to new technology or applications • Executes multiple tasks simultaneously SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. RESPONSIBILITIES: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended REQUIRED QUALIFICATIONS: • Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Sets and accomplishes goals, achieving whatever one sets their mind to • Builds and nurtures strong relationships • Collaborates effectively with others to get things done • Communicates effectively and confidently and is comfortable engaging all clients • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment • Likes to learn, adapts to new information and seeks the right solutions for clients • Efficiently manages time and capacity • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients • Must be able to work Monday through Friday and rotating Saturdays DESIRED QUALIFICATIONS: • Strong computer skills with an ability to multitask in a demanding environment • Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses SKILLS: • Account Management • Advisory • Client Experience Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent SCHEDULE: Monday - Fridays and rotating Saturdays PLEASE NOTE THAT THIS REQUISITION CONTAINS MULTIPLE LOCATIONS BUT THERE IS NOT AN IMMEDIATE OPENING FOR EVERY LOCATION LISTED SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. RESPONSIBILITIES: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele REQUIRED QUALIFICATIONS: • Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Sets and accomplishes goals, achieving whatever one sets their mind to • Builds and nurtures strong relationships • Collaborates effectively with others to get things done • Communicates effectively and confidently and is comfortable engaging all clients • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment • Likes to learn, adapts to new information and seeks the right solutions for clients • Efficiently manages time and capacity • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients DESIRED QUALIFICATIONS: • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Strong computer skills with an ability to multitask in a demanding environment • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses SKILLS: • Client Experience Branding • Client Solutions Advisory • Investment Management • Pipeline Management • Referral Management • Client Management • Customer and Client Focus • Portfolio Management • Prospecting • Referral Identification • Business Acumen • Executive Presence • Oral Communications • Risk Management • Trading MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent SCHEDULE: Monday - Fridays and rotating Saturdays SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. RESPONSIBILITIES: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended REQUIRED QUALIFICATIONS: • Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Sets and accomplishes goals, achieving whatever one sets their mind to • Builds and nurtures strong relationships • Collaborates effectively with others to get things done • Communicates effectively and confidently and is comfortable engaging all clients • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment • Likes to learn, adapts to new information and seeks the right solutions for clients • Efficiently manages time and capacity • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients • Must be able to work Monday through Friday and rotating Saturdays DESIRED QUALIFICATIONS: • Strong computer skills with an ability to multitask in a demanding environment • Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses SKILLS: • Account Management • Advisory • Client Experience Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent SCHEDULE: Monday - Fridays and rotating Saturdays SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. RESPONSIBILITIES: • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals REQUIRED QUALIFICATIONS: • Client-focused with a passion for excellence and a positive team attitude • Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment • Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Effective communicator with an aptitude for sales and relationship management • Strong computer skills • Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66 • Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication • Ambitious, disciplined, hardworking, resilient and willing to learn DESIRED QUALIFICATIONS: • Bachelor's Degree in related field or 1+ years of experience in a performance-based environment • FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses • Leadership capabilities SKILLS: • Attention to Detail • Critical Thinking • Customer and Client Focus • Verbal Communications • Prioritization • Active Listening • Decision Making • Emotional Intelligence • Result Orientation • Written Communications • Account Management • Adaptability • Client Experience Branding • Coaching • Referral Identification MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. RESPONSIBILITIES: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele REQUIRED QUALIFICATIONS: • Aptitude in obtaining required industry licenses • Must be self-disciplined in managing time and capacity • Experience in cultivating client relationships, assessing needs and recommending solutions • Success creating strong peer relationships through effective communication and collaboration • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment • Executes multiple tasks simultaneously • Learns and adapts to new technology or applications DESIRED QUALIFICATIONS: • Currently holds FINRA Securities Industry Essentials (SIE) • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience SKILLS: • Client Experience Branding • Client Solutions Advisory • Investment Management • Pipeline Management • Referral Management • Client Management • Customer and Client Focus • Portfolio Management • Prospecting • Referral Identification • Business Acumen • Executive Presence • Oral Communications • Risk Management • Trading MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent SCHEDULE: Monday - Fridays and rotating Saturdays PLEASE NOTE THAT THIS REQUISITION CONTAINS MULTIPLE LOCATIONS BUT THERE IS NOT AN IMMEDIATE OPENING FOR EVERY LOCATION LISTED SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. RESPONSIBILITIES: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele REQUIRED QUALIFICATIONS: • Aptitude in obtaining required industry licenses • Must be self-disciplined in managing time and capacity • Experience in cultivating client relationships, assessing needs and recommending solutions • Success creating strong peer relationships through effective communication and collaboration • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment • Executes multiple tasks simultaneously • Learns and adapts to new technology or applications DESIRED QUALIFICATIONS: • Currently holds FINRA Securities Industry Essentials (SIE) • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience SKILLS: • Client Experience Branding • Client Solutions Advisory • Investment Management • Pipeline Management • Referral Management • Client Management • Customer and Client Focus • Portfolio Management • Prospecting • Referral Identification • Business Acumen • Executive Presence • Oral Communications • Risk Management • Trading MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent SCHEDULE: Monday - Fridays and rotating Saturdays SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. RESPONSIBILITIES: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended REQUIRED QUALIFICATIONS: • Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Sets and accomplishes goals, achieving whatever one sets their mind to • Builds and nurtures strong relationships • Collaborates effectively with others to get things done • Communicates effectively and confidently and is comfortable engaging all clients • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment • Likes to learn, adapts to new information and seeks the right solutions for clients • Efficiently manages time and capacity • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients • Must be able to work Monday through Friday and rotating Saturdays DESIRED QUALIFICATIONS: • Strong computer skills with an ability to multitask in a demanding environment • Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses SKILLS: • Account Management • Advisory • Client Experience Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications SCHEDULE: Monday - Fridays and rotating Saturdays MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent PLEASE NOTE THAT THIS REQUISITION CONTAINS MULTIPLE LOCATIONS BUT THERE IS NOT AN IMMEDIATE OPENING FOR EVERY LOCATION LISTED SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITEDHQI 75

The role will combine Fund Management, Fixed Income Dealing, Market Analysis and Portfolio Strategy , with a focus on delivering optimal risk-adjusted returns while maintaining liquidity and regulatory compliance. Key Responsibilities Manage and execute investments across Government Securities, Treasury Bills, Corporate Bonds, Commercial Papers, Certificates of Deposit and other Money Market instruments . Assist in managing Debt, Liquid, Money Market, Short Duration and SIF portfolios . Develop

Bank of AmericaHQI 82

JOB DESCRIPTION: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40 PAY TRANSPARENCY DETAILS US - CA - San Diego - 3535 Del Mar Heights Rd - DEL MAR HIGHLANDS BC (CA0215) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! JOB DESCRIPTION: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. RESPONSIBILITIES: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended REQUIRED QUALIFICATIONS: • Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Sets and accomplishes goals, achieving whatever one sets their mind to • Builds and nurtures strong relationships • Collaborates effectively with others to get things done • Communicates effectively and confidently and is comfortable engaging all clients • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment • Likes to learn, adapts to new information and seeks the right solutions for clients • Efficiently manages time and capacity • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients • Must be able to work Monday through Friday and rotating Saturdays DESIRED QUALIFICATIONS: • Strong computer skills with an ability to multitask in a demanding environment • Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses SKILLS: • Account Management • Advisory • Client Experience Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent SCHEDULE: Monday - Fridays and rotating Saturdays PLEASE NOTE THAT THIS REQUISITION CONTAINS MULTIPLE LOCATIONS BUT THERE IS NOT AN IMMEDIATE OPENING FOR EVERY LOCATION LISTED SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Bank of AmericaHQI 80

JOB DESCRIPTION: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. REQUIRED QUALIFICATIONS: • Demonstrates willingness to complete required industry licensing • Displays confidence working in a sales role • Builds strong client relationships through effective communication and collaboration • Displays a proactive mindset and effective time management • Demonstrates a results-driven mindset and prioritizes client interests • Identifies appropriate client solutions through application of learnings and new information • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies DESIRED QUALIFICATIONS: • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience • Learns and adapts to new technology or applications • Executes multiple tasks simultaneously SHIFT: 1st shift (United States of America) HOURS PER WEEK: 40

Titan CapitalHQI 72

Associate Vice President - Investments We’re looking for someone who is, at their core, a business builder, someone who has experienced the journey of building and scaling businesses, rather than someone who has only evaluated them from an investment perspective. Location: Gurgaon (with flexibility to travel across portfolio companies) What we’re looking for ~10 years of experience , ideally across high-quality startups and/or operating roles Strong exposure to building and scaling businesses ,