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Summary:
The Financial Analyst I analyzes existing sales partners' business model and financial capacity to maximize the sales partner's purchasing power and ScanSource, Inc.'s ("ScanSource") revenue opportunities.
Work with sales partners, Customer Service Department, and sales unit personnel to properly analyze past due accounts receivable balances, determine actions for prompt resolution, and direct daily activities to support prompt release of orders referred to Financial Services ("FS").
The Financial Analyst I will accomplish these goals through regular discussions with sales unit personnel, sales partner interviews, analyzing financial statements, reviewing public information, payment history, and explores potential collateral alternatives when necessary.
Responsibilities include the administration of ScanSource's benchmarking database as related to sales partners to ensure that the appropriate terms of sale and trade credit limit are offered to provide flexible financial services that are adaptable to the sales partner's changing needs - now and in the future.
Additionally, the Financial Analyst I will enhance the benchmarking database to expand business intelligence for the sales units and early identification of potential sales growth opportunities.
The Financial Analyst I will ensure their compliance with FS guidelines and applicable commercial credit laws to maximize ScanSource's profitable recovery opportunities within predetermined authority.
Essential Job Duties:
Accounts Receivable:
Responsibilities include the administration of ScanSource's accounts receivable within an assigned portfolio of sales partners.
* Establishes and maintains a positive relationship with sales partners to expand the sales partner's purchasing power by responding quickly and effectively to requests to maintain a superior customer experience with ScanSource.
Communicates with sales partners to resolve past due invoices via payment and research sales partner's assertions related to claims and deductions for timely resolution.
* Interviews existing sales partners as necessary to determine trade credit limit requirements by obtaining pertinent information for underwriting while recognizing valuable information, which may assist ScanSource's sales efforts.
Reviews and analyzes sales partners accounts for completeness and obtains additional information as required for timely and accurate order processing.
* Analyzes creditworthiness of existing sales partners to determine acceptable levels of risk.
Autonomous signature authority up to amounts listed in the FS Approval Authority Levels.
Amounts exceeding the individual's authority will be recommend to a Financial Analyst II, Financial Analyst III, Manager, FS or Director, FS for approval.
* Inputs data from various sources into electronic "Scoring Model" including but not limited to financial data, trade credit report scores, and various other historical performance measures.
Analyze...
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Type: Permanent Location: Greenville, US-SC
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:35
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How you will change lives
As a Unit Clerk at US Renal Care, you will be an integral part of a cross-functional team, providing operational support to maintain clinic operations and provide the best customer care for patients living with kidney disease.
What you will be doing
Customer Care.
You will be a critical member of the clinic team, creating a welcoming and professional atmosphere by greeting patients and visitors, answering phones, answering patient questions, and assisting patients with transportation arrangements, as needed.
Operational Support.
You will maintain clinic operations effectively by updating and maintaining medical records, preparing patient records and charts for treatments, and assisting in auditing records for ongoing compliance.
You will support financial operations by entering charges and preparing billing and patient attendance logs.
You will also complete forms and reports as required by governmental agencies.
You will ensure adequate supplies and inventory and reordering when required.
In addition, you will help process lab work by preparing lab slips and tubes and directing labs to the appropriate laboratory.
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Type: Permanent Location: El Paso, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:34
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How you'll change lives
As a Registered Nurse (RN) at US Renal Care, you'll be an integral part of a cross-functional team, working under the supervision of a Charge Nurse and assisting and supervising Patient Care Technicians (PCTs) to care for patients living with kidney disease.
What you'll be doing
Patient care.
You'll work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include completing and documenting physical assessments before and after treatments and monitoring patients during treatment.
You'll ensure quality renal care by completing monthly reviews of patient medication profiles and administering medications according to physician orders.
Teamwork.
You'll be a critical member of an interdisciplinary team to provide all required patient assessment and care planning activities.
You'll also make sure center staffing requirements are met at all times under the direction of the Administrator and according to state regulations for staffing ratios.
Safety & Quality.
Working under the supervision of a Charge Nurse, you'll adhere to all company policies and procedures and state and federal laws and regulations.
You'll participate in all required staff meetings and continuing education offerings.
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Type: Permanent Location: Quincy, US-MA
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:34
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The app...
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Type: Permanent Location: Bryan, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:32
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The app...
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Type: Permanent Location: Poughkeepsie, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:31
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The app...
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Type: Permanent Location: Pasadena, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:31
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The app...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:30
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The app...
....Read more...
Type: Permanent Location: Lafayette, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:29
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The app...
....Read more...
Type: Permanent Location: Kingston, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:28
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The a...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:28
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Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
* Demonstrate effective use of supplies and staff labor hours.
* May assist with billing log preparation and updates.
* Perform duties as assigned to meet the patient care or operational needs of the clinic
* Obtain blood samples for laboratory analysis as required to complete physician orders.
* Complete and document monthly review of patient medication profiles.
* Knowledge of and comply with applicable health care professionals practice act requirements.
* Perform duties at all times under the supervision of a Charge Nurse and within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations
* Maintain thorough, accurate, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician and other healthcare professionals to include progress reports.
* Report any significant information or change in patient condition to the Charge Nurse.
* Report machine problems to Biomedical Technician and Administrator.
* Participate in staff meetings as required.
Attend in-service and continuing education offerings in compliance with company policy and procedure.
* Assist with staff training as requested.
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Type: Permanent Location: Griffin, US-GA
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:27
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Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
* Demonstrate effective use of supplies and staff labor hours.
* May assist with billing log preparation and updates.
* Perform duties as assigned to meet the patient care or operational needs of the clinic
* Obtain blood samples for laboratory analysis as required to complete physician orders.
* Complete and document monthly review of patient medication profiles.
* Knowledge of and comply with applicable health care professionals practice act requirements.
* Perform duties at all times under the supervision of a Charge Nurse and within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations
* Maintain thorough, accurate, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician and other healthcare professionals to include progress reports.
* Report any significant information or change in patient condition to the Charge Nurse.
* Report machine problems to Biomedical Technician and Administrator.
* Participate in staff meetings as required.
Attend in-service and continuing education offerings in compliance with company policy and procedure.
* Assist with staff training as requested.
....Read more...
Type: Permanent Location: Williamsville, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:26
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Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
* Demonstrate effective use of supplies and staff labor hours.
* May assist with billing log preparation and updates.
* Perform duties as assigned to meet the patient care or operational needs of the clinic
* Obtain blood samples for laboratory analysis as required to complete physician orders.
* Complete and document monthly review of patient medication profiles.
* Knowledge of and comply with applicable health care professionals practice act requirements.
* Perform duties at all times under the supervision of a Charge Nurse and within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations
* Maintain thorough, accurate, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician and other healthcare professionals to include progress reports.
* Report any significant information or change in patient condition to the Charge Nurse.
* Report machine problems to Biomedical Technician and Administrator.
* Participate in staff meetings as required.
Attend in-service and continuing education offerings in compliance with company policy and procedure.
* Assist with staff training as requested.
....Read more...
Type: Permanent Location: Utica, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:26
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
J & H Aitcheson is one of those trade names and is looking for a Counter Salesperson at their Fredericksburg, VA location.
Are you outgoing and value customer service? Are you knowledgeable and service-oriented? Do you have the determination to close sales and build lasting relationships with new and existing customers? If so, we'd like you to join our team as a Counter Salesperson.
About the Role:
You will:
* Confidently assist customers who purchase and/or pick up merchandise at the Profit Center.
* Accurately process and fill Sales Orders generated at the sales counter.
* Attract and retain customers.
* Work with the PCM to establish revenue and margin targets.
* Verify the Pick Ticket ship date is the date the material is picked up by the customer, update accordingly, and obtain customer signature before releasing material.
* Provide customers with reliable information regarding product specifications, pricing, and availability.
* Keep the counter area and merchandise displays clean, neat, current, stocked and safely displayed.
* Ensure security and control is upheld at this primary point of customer contact.
* Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that might cause a credit risk.
* Process cash sale returns and refund paperwork in accordance with Company policy and procedure.
* Inform supervisor of inventory levels or stock depletions that could impact customer service levels.
* Assist co-workers in servicing customers, including answering incoming calls, stocking merchandise in the warehouse, and pulling orders for delivery.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other manag...
Hajoca Corporation Job 7580 by eQuest
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Type: Permanent Location: Fredericksburg, US-VA
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:25
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Covenant Plumbing Supply is one of those trade names and is looking for a Delivery Driver- non CDL at their Fayetteville, GA location .
Pay for Delivery Driver- non CDL is between $17 and $21 per hour at this location.
Are you friendly and do you thrive on providing great customer service? Are you detail-oriented and safety conscious? Do you enjoy working independently? If so, we'd like you to join our team as a Delivery Driver- non CDL.
About the Role:
You will:
* Operate trucks safely and in compliance with Company rules, applicable laws, and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.
* Load the truck at the Profit Center with Hajoca merchandise to be delivered.
Secure the load properly so that nothing will shift, get damaged, or fall from the truck.
Ensure that the necessary equipment to safely unload the merchandise is available.
* Understand the shipping documents that are associated with the merchandise for each delivery and have accurate directions to each delivery destination.
* Review shipping documentation and ensure order accuracy.
* Unload correct merchandise from the truck and place it where the receiving party wants it.
Obtain legible signature for all merchandise delivered per Company policy and procedure.
* Collect and secure outstanding payments for all cash sale deliveries prior to releasing the material to the customer.
* Work with customers at the delivery site to resolve shipping discrepancies quickly and accurately.
* Load the truck at other locations with merchandise.
This includes merchandise picked up at vendor locations, returned by customers, and purchased from other wholesalers.
* Provide sales leads by noting prospect...
Hajoca Corporation Job 7579 by eQuest
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Type: Permanent Location: Fayetteville, US-GA
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:24
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Gorman Company is one of those trade names and is looking for an Inside Sales & Service Representative at their Jacksonville, FL location .
Pay for Inside Sales & Service Representative is between $18 and $25 per hour at this location.
Do you take pride in providing an excellent customer experience? Are you outgoing, knowledgeable, and service-oriented? Do you have the determination to close sales and build lasting relationships with new and existing customers? If so, we'd like you to join our team as an Inside Sales & Service Representative.
About the Role:
You will:
* Meet or exceed the sales targets established by your Manager.
* Work with the Profit Center Manager to establish revenue and margin targets.
* Accurately process Sales Orders and Bids generated through telephone sales transactions.
* Assist customers who pick up their order at our Profit Center.
* Find innovative ways to grow sales with existing customers and become their trusted advisor.
* Generate sales leads that develop into new customers.
* Identify opportunities for value-added services and articulate our solutions.
* Investigate and resolve customer problems, address pricing deductions and material returns timely and in accordance with Company policy and procedure, and follow up to ensure resolution and customer satisfaction.
* Support Counter and Outside Sales activities and all Profit Center activities as part of our Profit Center team.
* Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that might cause a credit risk.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* 1 year of experienc...
Hajoca Corporation Job 7578 by eQuest
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:24
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We are seeking a highly skilled and experienced Analyst to join our Equity Capital Markets group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
Starting your career as an Analyst in the Equity Capital Markets group of the Investment Bank, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute public capital raising transactions for issuer clients, including IPOs and follow-on offerings
* Assist senior bankers in preparation for client engagement, such as pitches and RFPs
* Liaise with other internal teams including industry coverage, sales and trading, syndicate, equity research and legal
* Prepare thought pieces related to the equity capital markets and diversified industries sector
* Drive analysis for issuer clients, including precedent transactions and shareholder targeting
* Draft presentation materials and internal committee memorandums in advance of launching transactions
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office, or related, role preferred
* Strong accounting, finance, quantitative and business writing skills.
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Ability to work well in a fast paced, team environment
* Self-directed, highly motivated, and able to work independently
Preferred qualifications.
capabilities, and skills
* A well-rounded academic background from a top tier educational institution.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined base...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:23
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Conestoga Supply and Heating is one of those trade names and is looking for a Warehouse Teammate at their Lancaster, PA location .
Pay for Warehouse Teammate is between $20 and $23 per hour at this location.
Do you thrive on providing an excellent customer experience? Are you safety and service-oriented? Do you possess the attention to detail necessary to ensure the accurate fulfillment of customer orders? If so, we'd like you to join our Warehouse team as a Warehouse Teammate.
About the Role:
You will:
* Be responsible for counting, verifying, and receiving incoming vendor shipments and customer return material.
* Stock and maintain the warehouse; and pick, document, and pack customer orders in accordance with Company policy and procedure.
* Act with a high attention to detail to ensure the highest levels of customer satisfaction.
* Handle all shipping discrepancies per procedures or forward appropriate paperwork to designated employee to handle.
* Identify nonstock, special-order material, and damaged material and store in proper warehouse locations.
* Complete necessary documentation for customer shipments delivered via third-party carrier.
* Load and unload trucks, operate warehouse forklift and other material handling equipment safely.
* Inform immediate supervisor of stock depletions, count discrepancies, or damaged/defective/nonsaleable merchandise that could impact customer service levels.
* Ensure security and controls are in place and upheld to protect Profit Center assets.
* Maintain warehouse cleanliness, order, and safety.
Remove empty cartons, metal bands, pallets, and other debris.
Inform immediate supervisor of safety issues.
* Assist co-workers in servicing customers.
* Perform all job functions in accordance with the company's Safety Standards.
* Su...
Hajoca Corporation Job 7581 by eQuest
....Read more...
Type: Permanent Location: Lancaster, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:22
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Blodgett Supply is one of those trade names and is looking for a Delivery Driver- non CDL at their Williston, VT location .
Pay for Delivery Driver- non CDL is between $15 and $16 per hour at this location.
Are you friendly and do you thrive on providing great customer service? Are you detail-oriented and safety conscious? Do you enjoy working independently? If so, we'd like you to join our team as a Delivery Driver- non CDL.
About the Role:
You will:
* Operate trucks safely and in compliance with Company rules, applicable laws, and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.
* Load the truck at the Profit Center with Hajoca merchandise to be delivered.
Secure the load properly so that nothing will shift, get damaged, or fall from the truck.
Ensure that the necessary equipment to safely unload the merchandise is available.
* Understand the shipping documents that are associated with the merchandise for each delivery and have accurate directions to each delivery destination.
* Review shipping documentation and ensure order accuracy.
* Unload correct merchandise from the truck and place it where the receiving party wants it.
Obtain legible signature for all merchandise delivered per Company policy and procedure.
* Collect and secure outstanding payments for all cash sale deliveries prior to releasing the material to the customer.
* Work with customers at the delivery site to resolve shipping discrepancies quickly and accurately.
* Load the truck at other locations with merchandise.
This includes merchandise picked up at vendor locations, returned by customers, and purchased from other wholesalers.
* Provide sales leads by noting prospective customer...
Hajoca Corporation Job 7583 by eQuest
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Type: Permanent Location: Williston, US-VT
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:22
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Pay for Counter Salesperson is between $20.00 and $25.00 per hour at this location.
Are you outgoing and value customer service? Are you knowledgeable and service-oriented? Do you have the determination to close sales and build lasting relationships with new and existing customers? If so, we'd like you to join our team as a Counter Salesperson.
About the Role:
You will:
* Confidently assist customers who purchase and/or pick up merchandise at the Profit Center.
* Accurately process and fill Sales Orders generated at the sales counter.
* Attract and retain customers.
* Work with the PCM to establish revenue and margin targets.
* Verify the Pick Ticket ship date is the date the material is picked up by the customer, update accordingly, and obtain customer signature before releasing material.
* Provide customers with reliable information regarding product specifications, pricing, and availability.
* Keep the counter area and merchandise displays clean, neat, current, stocked and safely displayed.
* Ensure security and control is upheld at this primary point of customer contact.
* Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that might cause a credit risk.
* Process cash sale returns and refund paperwork in accordance with Company policy and procedure.
* Inform supervisor of inventory levels or stock depletions that could impact customer service levels.
* Assist co-workers in servicing customers, including answering incoming calls, stocking merchandise in the warehouse, and pulling orders for delivery.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* ...
Hajoca Corporation Job 7582 by eQuest
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:20
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Woodridge, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:19
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Harahan, US-LA
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:19
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Champaign, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:18
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Rye, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:18
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Harvey, US-LA
Salary / Rate: Not Specified
Posted: 2025-02-19 07:39:17
