Financial Representative Salary in Massachusetts, USA

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.As a Financial Services Professional, you will:Build a client base by growing relationships with your network and providing guidanceGain expertise through sponsored coursework and proprietary agent development trainingGuide clients through important financial decisions using the latest software and our expansive product portfolioPathways to develop your Financial Professional career including leadership, wealth management, and retirement planningWhat makes a great Financial Services Professional?The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integritySelf-motivation to connect with company provided sales leads and network with new clientsStrong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and othersWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

JOB DESCRIPTION Underwriting Account Representative Chubb is the world's largestpublicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance,reinsuranceand life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. Position Specifics: Philadelphia Branch Position Responsibilities: The Underwriting Account Representative (UAR) is an Underwriting Assistant position responsible for supporting the underwriting processfornew and/or renewal ChubbCustomersfor multiple lines of insurance coveragesincludingproperty, casualty, workers compensation, excess lines and automobile coverages.This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment ofCommercialInsurance. The UAR will gather account information and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies. In partnership with the Underwriter, the UAR will be accountable for documenting specific risk data that conforms with the corporate audit as well as state market conduct exams.QUALIFICATIONS ABOUT US Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

About UsAs a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women's Hospital and Massachusetts General Hospital, Mass General Brigham supports a complete continuum of care including community and specialty hospitals, a managed care organization, a physician network, community health centers, home care, and other health-related entities. Several of our hospitals are teaching affiliates of Harvard Medical School, and our system is a national leader in biomedical research. We're focused on a people-first culture for our system's patients and our professional family. That's why we provide our employees with more ways to achieve their potential. Mass General Brigham is committed to aligning our employees' personal aspirations with projects that match their capabilities and creating a culture that empowers our managers to become trusted mentors. We support each member of our team to own their personal development-and we recognize success at every step. Our employees use the Mass General Brigham values to govern decisions, actions, and behaviors. These values guide how we get our work done: Patients, Affordability, Accountability & Service Commitment, Decisiveness, Innovation & Thoughtful Risk; and how we treat each other: Diversity & Inclusion, Integrity & Respect, Learning, Continuous Improvement & Personal Growth, Teamwork & Collaboration. The OpportunityThe Registration Service Representative contributes to a positive hospital experience for patients and families through courteous telephone interactions and interview activities, accurate and expeditious routing, as well as referral to appropriate clinical or financial staff when necessary.Principal Duties and Responsibilities • Respects patient confidentiality at all times.• Carefully performs system searches for all patients.• Issues a new medical record number when appropriate and coordinates the resolution of duplicate medical record numbers.• Accurately and comprehensively collects and verifies demographic and financial information from patients and/or their representatives in a sensitive and timely manner.• Verifies patient insurance coverage with Third Party Payers and determines eligibility by utilizing appropriate technology.• Provides constructive ideas, suggestions and feedback in a positive manner.• Works collaboratively with co-workers to effectively resolve issues that impact departmental or hospital operations.• Performs other duties as assigned.Qualifications Qualifications• High School Diploma.• Prior healthcare experience preferred.• Basic computer knowledge and the ability to navigate through multiple screens.• Prior customer service experience, preferably in a call center environment.Skills/Abilities/Competencies• Error-free spelling/grammar.• Excellent customer service skills, strong communication, interpersonal and team skills.• Ability to exercise judgment in dealing with sensitive, confidential information.• Detail-oriented with the ability to enter information accurately on paper and into the system.• Ability to handle a high volume of calls and work in a fast-paced environment.EEO Statement Mass General Brigham is an Equal Opportunity Employer. By embracing diverse skills, perspectives, and ideas, we choose to lead. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under the law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment.

As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Manager to join our Financial Services Tax team located in our Boston, MA office.This is a hybrid position; however, we will consider remote candidates. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities.YOUR TEAM. As part of the Financial Services Group, you'll work with some of the nation's leading private equity, hedge, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.YOUR ROLE. Responsibilities include but not limited to:Research tax issues and filing requirements that affect tax compliance.Review tax returns (1065 & 1120) and ensure accuracy and completeness.Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.Provide regular performance feedback as well as deliver timely performance evaluations.Develop subordinates' technical and industry skills and encourage growth.Demonstrate initiative, vision, resourcefulness, creativity, and independent thinking.YOUR EXPERIENCE. The successful candidate will have: Bachelor's Degree required, Master's in Accounting/Taxation preferredCPA, JD or EA requiredMinimum 6 years tax experience in a public accounting firm2+ years of supervisory experienceFinancial Services Industry experience required Experience with Form 1065Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsStrong tax research and writing skillsProven technical skills with MS Office to include Excel, Word, PowerPoint, OutlookPreferred competence with tax compliance and research software to include CCH Axcess, CCH, GoSystems, RIAExceptional project management and organizational skills with a demonstrated ability to multi-task.Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity PostersIf you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.#LI-JD1 #LI-Hybrid #GD/*generated inline style */

As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join our Financial Services Tax team located in our Boston, MA office.This is a hybrid position; however, we will consider remote candidates. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities.YOUR TEAM. As part of the Financial Services team, you'll work with some of the nation's leading private equity, hedge, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: The ideal candidate will have tax experience with 1065 & 1120YOUR EXPERIENCE. The successful candidate will have: Bachelor's Degree required, Master's in Accounting/Taxation preferredCPA, JD or EA preferredMinimum 3-5 years tax experience in a public accounting firmFinancial Services Industry experience required (Hedge Fund and/or Private Equity)Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsStrong tax research and writing skillsProven technical skills with MS Office to include Excel, Word, PowerPoint, OutlookPreferred competence with tax compliance and research software to include GoSystems, CCH Axcess, CCH, RIASolid project management and organizational skills with a demonstrated ability to multi-task.Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity PostersIf you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.#LI-JD1 #LI-Hybrid #GD/*generated inline style */

Faith Technologies, a division of Faith Technologies Incorporated (FTI), is an energy expert and national leader in electrical planning, engineering, design and installation. As a comprehensive authority in the field of electrical and energy services, Faith leads industry change through a dedicated investment in technology, strategic project consulting and process engineering that drives productivity, value, and above all, safety. Through innovative practices, Faith drives trends in growth and development with continual investment in their merit-based employees' skill, leadership and career development.The Field Service Representative - Power Distribution is accountable for installation, inspection and testing, troubleshooting, and adjustment, repair or replacement of customer equipment. Provides documentation, including test reports and service summary to customer. Instructs customers and personnel on the operation and maintenance of equipment. Performs warranty work and start-up service. Constructs and tests circuits and equipment utilizing various tools and machines such as computers, workstations, circuit diagrams and test instruments/equipment. Provides technical support in product service, product training and applications. Analyzes complex problems in equipment and machinery and interprets maintenance manuals, using knowledge of systems and electronics to isolate and correct the faults. Consults with product support and engineering personnel to determine solutions to complex problems in system operation. Reports customer suggestions on product improvement and existing product designs to the appropriate technical specialist. Assists in the development of design modifications. Implements modifications and provides installation support for the modifications. Develops and implements training courseware and provides training to customers and other service representatives. Develops and maintains ongoing customer relationships with regards to all aspects of equipment repair and maintenance. Maintains service equipment, tools and documentation. Local Regions in Following Locations: New Orleans, LA - Columbia, SC - Phoenix, AZ - Dallas, TX - Columbus, OH - Stafford, CT - Richmond, VA - San Antonio, TX - Quincy, WA - Cheyenne, WY - San Francisco, CA - Chicago, IL - Des Moines, IA - New York City, NY - Baltimore, MD - Detroit, MI - Indianapolis, IN MINIMUM REQUIREMENTS Education: Completion of an electrical apprenticeship (8,000 hours) or a Bachelor's degree in Electrical Engineering or Experience: Military experience within the following positions: Navy Nuclear Electronic Technicians and Electrician's Mate or Experience: Electrical start-up and testing experience including: circuit breakers, transformers, switchgear, VFDs, PLCs, and capacitor banks Required: The ability to effectively communicate in the English language. This includes the ability to understand the spoken and written word as well as speak in English. Travel: 50%Work Schedule: This position works between the hours of 6 am to 6 pm, Monday through Friday. May vary based on customer demands and can include, but is not limited to: nights, weekends, and holidays. KEY RESPONSIBILITIES Contributes to Field Services small projects coordination and execution on customer site (end of life, modernization, upgrade, etc.). Provides support to Level 2 and Level 3 FSRs as it pertains to removal of electrical equipment. Interprets blueprints and other service documents, including but not limited to, specifications, reporting and quality requirements. Performs basic audits of customer's electrical systems and equipment. Documents all required information for each site (technical report). Communicates with Project Coordinator to ensure smooth execution. Properly documents, labels, and returns all defective parts utilized in the repair of equipment to the designated disposal/repair location. The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended as a comprehensive list of all functions, responsibilities, skills or abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. SURGE your career forward!Employees at FTI grow faster because they are a part of a nationally leading team of electrical planners, engineers, designers, electricians, and business professionals. Your Personal Growth : Build your career path by taking advantage of our industry leading training and leadership development programs. Leverage Technology : Our virtual design and build programs that offer the latest in robotic total stations, 3D scanning, virtual and augmented reality and drone surveillance and assessment. Uncompromised Safety : When we see others in our space averaging 2.7 safety rating and ours average .42, you know that we value you and your safety above all else.We offer competitive, merit-based wages; career path development and flexible and a robust benefits package that boasts everything from paid training, tuition reimbursement and a top-notch wellness program.We pride ourselves on a "Ground up Growth" mentality that puts you in the spotlight. Becoming a member of the FTI team means you've officially put yourself in the driver's seat of your career. Through our career development and continued education programs, you'll have options to position yourself for success.FTI is a "Merit to the Core" organization, and we pride ourselves on our ability to reward and recognize top performers.BENEFITS ARE THE GAME CHANGERFTI enriches the lives of its employees through industry-leading total rewards. Our compensation, benefits, time off, and wellness programs are designed to reward individual results that create team success, improve financial security for our employees and their families, and encourage healthy lifestyles. As an eligible employee*, your programs include:Medical, Dental, Vision, and Prescription Drug InsuranceCompany-Paid Life and Disability InsuranceFlexible Spending and Health Savings AccountsAward-Winning Wellness Program and Incentives401(k) Retirement & 401(a) Profit Sharing PlansPaid Time OffPerformance Incentives/BonusesTuition ReimbursementAnd so much more!*Regular/Full-Time Employees are eligible for FTI benefit programs.We stand strong in our values as we work to Create World-Class Opportunities to Succeed through:Uncompromised focus on keeping people SAFE.Building TRUST in everything we do.REDEFINING what's possible.Rewarding individual results that create TEAM SUCCESS.If you're ready to learn more about growing your career with us, apply today!Faith Technologies, Inc. (FTI) is an Affirmative Action Employer/Equal Opportunity Employer. FTI will not discriminate against applicants based on race, color, religion, national origin, sex (including pregnancy and gender identity), sexual orientation, genetic information, or because they are an individual with a disability or a person 40 years old or older. Faith Technologies, Inc. will take affirmative action to provide equal opportunity in apprenticeship and will operate the apprenticeship program as required under Title 29 of the Code of Federal Regulations, part 30.

Position: Patient Financial Services Director Location: Boston, MA - Likely onsite once the go live date takes place but remote otherwise.Duration: 4 MonthsSummary: Commercial provider client is seeking a patient financial services director to assist in augmenting their current team as they prepare and transition for an EMR go-live occurring later in the calendar year. Required skills: Hospital billing patient financial services experience and knowledgeExperience leading and managing PFS teamsClient is currently on Meditech Expanse for their EMRDexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Do you possess strong customer service skills and an interest in the investment management industry?Federated Hermes, Inc., a global leader in active, responsible investing, is seeking a Client Service Representative to join our Boston office. This role provides the opportunity to engage with participants, shareholders and coworkers in a team-oriented and collegial environment where superior customer service is celebrated!What you can expect:As a Client Service Representative, you will be responsible for:· Respond accurately and efficiently to participant inquiries and service participant requests by clearly communicating verbally and/or in written form.· Conduct proactive outbound calls to participants for a specific stated purpose as determined by management.· Analyze research and resolve all participant account-level inquiries. Follow-up on a routine basis with updates and provide final resolution as timely as possible.· Provide fund and product information to participants to include processing requirements and prospectus information.What we are looking for:· High School diploma or equivalent experience; Bachelor degree preferred.· 2 years of comparable customer service experience in lieu of degree· Some understanding of financial services industry, mutual funds, financial terms and investment productsOur investment in you:We believe our employees are our most important asset! Therefore, we offer benefits programs designed to help you and your family thrive, training programs to advance your professional development and opportunities for you to give back to the community. Our offerings include:· A competitive total compensation package, including bonus programs designed to recognize and incentivize our employees to do their best every day.· Time off programs including paid vacation, parental leave and a volunteer day to help you stay healthy and connected to the things that are important.· Opportunities to expand your professional network within the firm and the community through participation in programs such as the Women in Investing Employee Resource Business Group and the University Ambassador Program.About Federated Hermes:For more than 60 years, Federated Hermes (FHI) has provided world-class investment solutions to financial professionals in the United States and around the world. Federated Hermes' employees have defined the qualities of the company’s success over the decades: a reputation for integrity and excellence, a commitment to customers and employees and a history of longstanding client relationships. While each market cycle brings new opportunities and challenges to the company, Federated Hermes continues to foster employee commitment to excellence in the investment management industry.Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race (including physical characteristics such as hairstyles ), color, national origin, religion, sex (including pregnancy), sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any applicable local, state or federal law applicable to Federated Hermes.We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.Only those candidates in whom we have an interest will be contacted.

Description: Financial Planning SpecialistOur full-service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.We have an immediate opening for a key role on our team that will lead the preparation of comprehensive financial plans and presentation materials for our clients.Financial Planning Specialist Job Duties:• Work jointly with lead advisors and specialists on designated client relationships.• Oversee and prepare client analysis net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses and tax planning.• Use our firms' proprietary planning process to create analyses and recommendations for advisors to present to clients• Maintain client confidence and trust through zero defect work and professional communications• Manage planning team to ensure client presentations are prepared, reviewed, and finalized before meetings• Drive research and make recommendations for complex planning cases and unique scenarios• Actively participate and contribute to Planning Team projects for efficiency, productivity, advice and client experience.Qualifications:Required• Life, Accident & Health Insurance licenses• Series 7 & 63• Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services• Bachelor's Degree in business, finance and/or related industry experiencePreferred• Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive financial plans aligned with client goals• Counsel representatives on a variety of proactive approaches, investments and solutions• Strong analytical, problem solving, and written and verbal communication skills• Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment• 2-3 years financial planning experience• Committed to professional development (e.g. CFP®, CPWA®, RICP®)• Strong communication and interpersonal skills.• Ability to work and thrive in a collaborative professional team environment.• Familiarity with Microsoft applications and data entry and information retrieval softwareThe Financial Planning Specialist role will be a great fit for someone who:• Is exacting and expects/ strives for perfection• Seeks a role requiring ownership and a high degree of responsibility• Enjoys a fast-paced role with many moving pieces to keep track of and manage• Is a self-starter who goes above and beyond and is not comfortable leaving tasks incomplete or partially finished• Wants to be part of a driven team and fast-paced, high-performance environment• Desires a role with the ability to develop strong expertise, serve clients and provide best-in-class support within a high-performance team• Has a positive, upbeat, and can-do attitude

About Gap Gap has always been about optimistic American style. Starting with our very first store on Ocean Avenue in San Francisco, opened almost 50 years ago by Doris and Don Fisher. The thread that’s run through those five decades is the phenomenal people that make up our brand – our employees and our customers. People who are rooted in the legacy that makes Gap what it is, but who are also focused on the future. People who want to leave the world better than they found it. We’ve built our brand on staying true to our roots while always being out in front of what’s next. If you want to be part of an iconic American brand, and help lead the way for where we’re headed, we’d love to have you join us.About the RoleIn this role, you will embody our value of Doing The Right Thing by protecting People, Assets, and Brands. You will work in a energized, fast paced environment focused on creating a safe environment for our employees, teams, and customers; this is critical to driving our Brand power, enduring customer relationships, and exuding our commitment to team and values. You'll need to understand the big picture strategy and work with cross-functional teams and external partners.What You'll Do* Provides a high level of visible, overt presence to prevent loss and safety issues.* Helps drive a low risk culture and contributes to shortage reduction efforts by providing a visible presence on the sales floor.* Greets customers and provides service.* Maintains Physical Security of the store.o Assists leadership in proper handling of escalated customer situations.o Assists Asset Protection Coordinators during external shoplifting apprehensions.o Collects and communicates loss and safety related intelligence to stores and Asset Protection leaders.* Creates and maintains awareness by promoting available resources to your business partners (Open Door Policy, Code of Business Conduct Hotline, Brand Protection Program, Safety trainings, etc.).* Promotes and supports awareness of store safety standards as they relate to security and safety procedures (Code Adam, active threat, emergency procedures, downtime boxes, equipment, etc.).​Who You Are* The Asset Protection Service Representative's primary responsibility is to ensure the safety of all store employees and customers and to support the shortage reduction efforts by providing a strong visible presence in the store.* They are responsible for monitoring the customer entrance/exit.* They work closely with store leaders and other Asset Protection personnel to ensure all Asset Protection initiatives are compliant to Brand standards while maintaining a strong focus on customer service.* Experience in customer service and/or a high-pressure, multitask environment to drive results, coach, and collaborate.* Strong communication and interpersonal skills, including the ability to negotiate and build consensus across multiple stakeholders and functions.* Ability to actively learn and immediately apply learnings into decisions and behaviors. Ability to manage and prioritize their time; able to multitask.Benefits at Gap Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. One of the most competitive Paid Time Off plans in the industry.* Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.* Extensive 401(k) plan with company matching for contributions up to four percent of an employee’s base pay.* Employee stock purchase plan.* Medical, dental, vision and life insurance.* See more of the benefits we offer. *For eligible employeesGap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.US CandidatesPlease note that effective, June 30, 2022, Gap Inc. will no longer require any of its employees to wear face masks or require proof of COVID vaccination, unless required by local or state/provincial mandates or as part of Gap Inc's quarantine guidelines after being exposed to or testing positive for COVID. Therefore, please disregard any language in any job posting that refers to Gap Inc.'s face mask and proof of vaccination policy as said policy is no longer effective.