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Why TrueML?
TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Consumers today want personal, digital-first experiences that align with their lifestyles, especially when it comes to managing finances. TrueML's approach uses machine learning to engage each customer digitally and adjust strategies in real time in response to their interactions.
The TrueML team includes inspired data scientists, financial services industry experts and customer experience fanatics building technology to serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring toward ensuring nobody gets locked out of the financial system.
The Opportunity
As the go-to HR solution for TrueAccord (TAC), you will help shape a thriving workplace empowering talent through innovative programs, and enhancing leadership effectiveness through consultation and coaching. Your duties include parnering to develop a strategic HR agenda, advising senior management, implementing strategies to support business goals, managing workforce planning, and fostering strong relationships to deeply understand TAC needs. You will manage complex employee relations, ensure legal compliance, oversee immigration, be point-of-contact for employee questions and concerns, coach managers, and lead improvements, which support employee development and engagement. This role requires 5+ years in HR, exceptional communication skills, and is onsite at our Lenexa office, with potential for hybrid work in the future. This role is on the TrueML People team and reports to the VP of People.
What You'll Do:
<ul>
<li>Partner with the broader People Team to develop and drive a strategic HR agenda tailored to the specific needs of your assigned Business Unit (BU).</li>
<li>Operate as a key advisor and coach to senior BU management, providing strategic HR management advice.</li>
<li>Promote, communicate, and implement human resources strategies and initiatives within BU.</li>
<li>Partner with and advise on developing and implementing workforce planning strategies that facilitate the achievement of business goals and enable the cultivation of a high-performing workforce.</li>
<li>Develop strong relationships and an in-depth understanding of business needs while staying abreast of industry best practices to advise on recruitment, staffing, internal mobility, retention, performance, and team member development strategies.</li>
<li>Advise management and leadership on resolving routine and complex employee relations situations.</li>
<li>Reduce legal risks and ensure regulatory compliance by maintaining knowledge of legal requirements relating to HR management.</li>
<li>Manage internal investigations and oversee the immigration process.</li>
<li>Act as the first point of contact for benefit-related questions, liaise between employees, our Leave of Absence Management company, and our Benefits Broker to support employee questions.</li>
<li>Respond to all BU employee questions, concerns and complaints within a timely manner.</li>
<li>Coach managers on performance improvement plans and documentation, and conduct investigations as needed.</li>
<li>Advise on talent identification and proactive performance management, including performance discussions, coaching, counseling, and providing feedback.</li>
<li>Help client groups utilize L&amp;D programs and identify career development and advancement opportunities that meet their individual and team needs.</li>
<li>Develop line managers in their leadership and management skills.</li>
<li>Within the BU, lead process improvements, promoting consistency in application across all subsidiaries.</li>
<li>Oversee HR administration within BU and proactively solution difficult situations.</li>
<li>Coach, support, and provide feedback to managers and leaders within BU on various People &amp; Talent related issues such as employee relations, performance management, recruiting, job analysis, job descriptions, and compensation.</li>
<li>Partner with other People and Engagement teams to deliver seamless human resources processes and programs within BU.</li>
<li>Support leaders in developing robust engagement plans to enhance employee experience within BU.</li>
<li>Act as a change-agent as the organization continues to reshape itself, helping to manage transitions and transform organizational culture.</li>
<li>Advise and assist in developing succession plans for key leadership roles to ensure long-term business continuity.</li>
</ul>
Job Requirements:
<ul>
<li>7+ years in HR with a focus on Employee Relations, Performance Management, Recruiting, Compensation, and Workforce Planning.</li>
<li>At least 3 years of experience in a call center or customer service industry.</li>
<li>Proven track record in managing complex employee relations.</li>
<li>Demonstrated understanding of HR principles, including recruitment, performance management, and compensation.</li>
<li>Strong analytical and problem-solving skills.</li>
<li>Exceptional written and verbal communication skills.</li>
<li>Demonstrated ability to drive initiatives, influence outcomes, and achieve results.</li>
<li>Ability to quickly establish credibility and rapport with business unit leadership, colleagues, and stakeholders.</li>
<li>Excellent interpersonal skills, including active listening, coaching, empathy, and handling sensitive matters with tact and professionalism.</li>
<li>SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred.</li>
<li>High integrity, confidentiality, and professionalism.</li>
<li>Strong sense of urgency and ability to work independently.</li>
<li>Experience engaging with diverse employee groups and adapting communication style to various cultural backgrounds.</li>
<li>Collaborate with departmental leadership to drive learning and career progression programs.</li>
<li>Develop job matrices and corresponding compensation frameworks with team leaders.</li>
<li>Maintain a general understanding of company benefit plans, perks, policies, and procedures.</li>
<li>Initially onsite with the flexibility to transition to a hybrid role.</li>
<li>Willingness to undertake ad-hoc projects, learn new skills, and commit to task completion.</li>
<li>Ability to work with minimal supervision and make time-sensitive decisions.</li>
</ul>
Nice to Haves:
<ul>
<li>Experience with Rippling, Okta, Confluence, Jira, and G-Suite</li>
</ul>
Benefits, Perks, and Culture
- Everything you need to work remotely and onsite 
- Unlimited PTO
- Medical/dental/vision insurance
- 401k through Charles Schwab 
- Flexible Spending Account &amp; Limited FSA
- Short + long term disability, company paid life insurance
- Family-friendly maternity and paternity leave
- Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
- PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.
- Paid time off to do volunteer work in your community.
- Access to the Wellness Coach app for you and 5 family members
We are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you're looking for an opportunity to do impactful work, join TrueAccord and make a difference.
Our Dedication to Diversity &amp; Inclusion
TrueML and TrueAccord are equal opportunity employers. We promote, value, and thrive with a diverse &amp; inclusive team. Different perspectives contribute to better solutions and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
 For California Applicants: we collect personal information for employment purposes. We do not sell personal information. Most of the information we have is provided to us by you and/or collected as part of the employment process. For more details on how we use, share, and delete personal information see our Privacy Policy.

Human Resources Manager

SUMMARY
USA for UNHCR is seeking a highly motivated and experiencedPlanned Giving Officer (PGO) to join our dynamic PrivatePhilanthropy team. As a PGO, you will play a crucial role inbuilding and maintaining relationships with planned giving donorsand prospects to secure significant future financial support forUNHCR's humanitarian efforts worldwide. Reporting to the SeniorManager, Planned Giving, you will contribute to the organization'smission of providing life-saving assistance and protection torefugees and displaced persons around the globe.
The Planned Giving team at USA for UNHCR has an aggressive3-year plan to secure a significant number of hand-raisers(substantively interested prospects for planned giving) to grow theplanned giving program into a mature and predictable revenue streamfor UNHCR. The PGO manages a qualified portfolio of individualplanned gift donors/prospects, works in collaboration with the teamto meet the team hand-raiser goal, and contributes toward thePrivate Philanthropy team revenue goal through the stewardship andadministration of realized bequests.
ESSENTIAL DUTIES AND RESPONSIBILITIES
<ul>
<li>Moves individual planned giving donors and prospects throughthe stages of engagement through in-person visits, videoconferencing, and telephone calls.</li>
<li>Works collaboratively with the Major Gift team to provideservice and information to donors and prospects during blended giftopportunities.</li>
<li>Works in conjunction with Senior Manager, Planned Giving andDirector of Pipeline Development to identify potential planned giftdonors and secure interest in legacy giving in new and existingrelationships.</li>
<li>Updates CRM (currently Salesforce) with contact reports,engagement plans and tasks to ensure continuity of donor managementand accurate tracking toward goals.</li>
</ul>
<ul>
<li>Works with the Senior Associate, Legacy Giving to createdonor-centered stewardship communications and engagementopportunities for hand-raisers.</li>
<li>Identifies/secures opportunities to raise visibility of andsecure support for USA for UNHCR through increased relationshipswith wealth management and philanthropic advising firms, as well asbusiness and philanthropic leaders.</li>
<li>Take on other tasks as directed by the Senior Manager, PlannedGiving and  Senior Director, Private Philanthropy.</li>
</ul>
QUALIFICATIONS 
<ul>
<li>The requirements listed below are representative of theknowledge, skill, and/or ability required. Reasonableaccommodations may be made to enable individuals with disabilitiesto perform the essential functions.</li>
</ul>
EDUCATION and/or EXPERIENCE 
<ul>
<li>8 years of related experience; Bachelor’s degree.</li>
<li>In lieu of education/degree requirements a successful candidatewill
<ul>
<li>Understand how to collaborate effectively with a variety ofdifferent people and roles.</li>
<li>Be proactive and self-motivated with a strong mindset andwilling to take risks, while also having the ability to learn fromsetbacks.</li>
<li>Be relationship driven and adaptable to new situations.</li>
<li>Value diversity and take pride in cultivating an atmosphere ofinclusion and various perspectives.</li>
</ul>
</li>
<li>Demonstrates passion for U4U’s mission.</li>
<li>Knowledge of principles of frontline fundraising in plannedgiving, including donor motivations and the predominant financialvehicles used to make planned gifts (CGAs, IRAs, etc.)</li>
<li>Understanding of planned giving cultivation strategies and howthey differ from major giving strategies.</li>
<li>Excellent organization, communication, and interpersonalskills</li>
<li>Ability to synthesize complex programs and projects intoconcise, compelling proposals and donor communication assets.</li>
<li>Proven project management skills</li>
<li>Outstanding self-motivational skills</li>
<li>Proficiency in CRM (Salesforce preferred) and Microsoft Office(Outlook, Teams, Word, Excel, PowerPoint)</li>
<li>Knowledge of international humanitarian issues and/orexperience working in the refugee or development sector isdesirable.</li>
<li>Must be self-sufficient and self-motivated</li>
<li>Demonstrates sound judgement and strong decision-makingskills</li>
<li>Demonstrates emotional intelligence and integrity wheninteracting with employees, peers and donors</li>
<li>Must be able to work successfully, both individually and aspart of a team</li>
<li>Ability to inspire and motivate others</li>
<li>Ability to be diplomatic when making decisions and creatingsolutions</li>
<li>Some travel required – up to 40% in support of donoroutreach</li>
<li>Chartered Advisor in Philanthropy certification, CertifiedSpecialist in Planned Giving certification or Experience infinancial services sector preferred</li>
</ul>
WORK LOCATION  
Hybrid + New York, NY + May also involve travel to somelocations within the company’s region of operations and selectdonor locations. 
COMPENSATION 
$116,359 – $126,937
DISABILITY SPECIFICATIONS 
USA for UNHCR will make reasonable accommodations in compliancewith the Americans with Disabilities Act of 1990. 
USA for UNHCR is an Equal Opportunity Employer. Refugees andall other protected classes are encouraged to apply. 
Location
New York, NY (Hybrid)
Department
Planned Giving
Employment Type
Full-Time
Compensation
$116,359 – $126,937
Edit Job Description

Planned Giving Officer

Job Title: Director of Donor Impact Department: Philanthropy Reports to: Vice President of Philanthropy Effective Date: April 2024 Salary Range: $90,000 - $115,000
Working at the Vermont Community Foundation
For more than 35 years, the Vermont CommunityFoundation has served Vermonters and their families throughphilanthropy and building stronger communities. Our mission—BetterTogether: inspiring giving and bringing together people andresources to make a difference in Vermont—provides the bedrock forour workplace culture. Our employees are passionate about making adifference every day. We approach our work with curiosity, respect,and integrity and believe in collaboration, equity, and diversity.When you join our team, your work will matter.
Position Overview
The director of donor impact at the VermontCommunity Foundation (VCF) is responsible for leading stewardshipactivities for fundholders and donors, to expand the VCF’scharitable impact in Vermont by doubling the dollars sustainablyactive in the community by 2027. The director's primaryresponsibilities include: 
<ul>
<li>Providing high-quality stewardship and customer service toexisting donors and fundholders</li>
<li>Enhancing the connection between fundholders' philanthropy andtheir impact</li>
<li>Analyzing fundholder interests and donor behavior to developgrowth strategies</li>
<li>Contributing to the VCF's impact through revenue and productanalysis</li>
<li>Working closely with marketing and communications to identifyand define campaign targets</li>
</ul>
The director oversees the donor impact strategy, which supports andinspires fundholders to utilize their full charitable capacity withVCF. This includes developing effective fundholder stewardshipstrategies, measuring success in delivering donor services, andusing data to continually enhance the stewardship program andinform product innovation. The director collaborates closely withthe Philanthropic team, Grants and Community Impact (GCI) team,Finance team, and Communications team, to develop processes,proposals, and content that align with fundholder and donorinterests. They utilize technology and data systems to track donorpreferences and inform stewardship plans and productdevelopment.
The VCF is on a growth trajectory and is looking for leaders with agrowth mindset. As a member of the leadership team for VCF, thisposition models VCF’s core values and serves as a positive rolemodel for change. This position also sits on the Philanthropydepartment’s leadership team. In this capacity, the director helpsto set department goals and targets for success and commits topersonal and professional development.
This position is full-time and  manages a full-time donorimpact specialist. The director reports to the VP forPhilanthropy.
Essential Responsibilities
Donor Impact Strategy
<ul>
<li>Oversee the donor impact plan to support and inspirefundholders and donors to utilize their full charitable capacitywith VCF and to make a difference with their giving in Vermont andbeyond</li>
<li>In close partnership with colleagues on the Philanthropy team,develop targeted stewardship plans for fundholders and professionaladvisors</li>
<li>Work closely with the Marketing and Communications team todefine and generate leads, refine campaigns, and analyzeoutcomes</li>
<li>Develop benchmarks of success for donor stewardship andcustomer service</li>
<li>Leverage software to continually enhance the stewardshipprogram, inform marketing, and generate opportunities for businessdevelopment and product innovation</li>
<li>Oversee the administrative workflow of all funds and the newfundholder orientation process</li>
<li>Lead organization-wide customer service training forcommunicating and working with donors, fundholders, andprospects</li>
</ul>
  Knowledge and Data Management
<ul>
<li>Collaborate with the GCI team to generate landscape scans,grant slates, and other stewardship needs for fundholders</li>
<li>Serve as primary liaison with the Marketing and Communicationsteam to leverage Insight Hub content that inspires and supportsfundholder and donor interests</li>
<li>Track donor interest areas, grantmaking styles, and charitableneeds to inform stewardship plans and product development</li>
<li>Work closely with the GCI team and the Marketing andCommunications team to:
<ul>
<li>Identify topics and content that grow the relationship betweenthe VCF and its key stakeholders (fundholders, professionaladvisors, and nonprofits)</li>
<li>Create presentations, reports, and material that support thephilanthropic advising team in their engagement of professionaladvisors (tax, legal, and financial)</li>
<li>Leverage software (primarily Salesforce and Pardot/MCAE) forclient management, marketing, and business development</li>
<li>Analyze customer data including product use and fee revenue andidentify emerging trends and opportunities</li>
</ul>
</li>
</ul>
Leadership, Learning, and Innovation
<ul>
<li>Establish key performance metrics for impact andinnovation</li>
<li>Set department goals and targets for success</li>
<li>Stay abreast of emerging trends and best practices inphilanthropy including the values of equity and racial justice</li>
<li>Work with the marketing and communications team to develop newapproaches to inspire giving and stay abreast of emerging practicesin prospect and donor engagement, philanthropic advising, andfamily philanthropy and multi-generational giving</li>
<li>Maintain and expand technical awareness and knowledge ofcurrent federal and state regulations related to VCF's charitableproducts and services</li>
</ul>

Key Competencies 
The VCF’s culture inspires and empowers employees to do their bestwork every day, and we are committed to creating a safe, inclusive,and positive workplace. In keeping with our core values, we areseeking team players who value collaboration, diverse perspectives,and community.
Suitable candidates will have:
<ul>
<li>Demonstrated curiosity, integrity, and initiative</li>
<li>Research skills and ability to organize large volumes ofinformation to communicate clearly with fundholders, anddonors</li>
<li>Ability to exercise discretion and demonstrate good judgmentwith sensitive and confidential information</li>
<li>Ability to coach and develop others, carry out performancereviews, and work with staff on career development</li>
<li>Demonstrated ability to delegate effectively</li>
<li>Proven ability to interact respectfully and effectively with adiverse range of existing and prospective donors, fundholders,community leaders, professional advisors, and representatives fromnonprofit organizations</li>
<li>Excellent writing skills with the ability to gather, distill,organize, and communicate clearly</li>
<li>Ability to prioritize, organize, and manage multiple competingassignments, projects, responsibilities, and clients</li>
<li>Enthusiasm for the best interests of Vermont and Vermonters,including a commitment to working towards equity, justice,inclusion, and belonging for all Vermonters</li>
<li>Proficient in Microsoft platform and database management tools- ideally Salesforce and Marketing Cloud Account Engagement(formerly Pardot) - and other CRM and automation platforms</li>
</ul>
  Education
Bachelor’s degree and at least seven years ofprofessional experience in the foundation or trust services fieldwith familiarity with cultivation, development, and donor/clientservices and/or stewardship. (Five or more years of activeexperience in a growth and impact role can substitute for abachelor’s degree.)
Location
This position may be based in Burlington orMiddlebury, VT. Hybrid schedule is an option.

Director of Donor Impact

Job Description 
What's in it for you as a Branch Associate II: 
<ul>
<li>Training and ongoing coaching to learn and develop highly desired skills. </li>
<li>A place where you can help members and teammates in meaningful ways. </li>
<li>Full Benefits Package, Sundays off, 10 paid holidays, 401k, a job that looks great on a resume! </li>
<li>All the coffee your heart desires. </li>
<li>Halfway decent potlucks.</li>
</ul>
The Basics of a Branch Associate II role:
<ul>
<li>Weekly schedules will be set between the hours of 8:45-5:15p M-F</li>
<li>Rotating Saturday hours from 8:45-1:30p.</li>
</ul>
What you'll do as a Branch Associate II:
In the Branch Associate II role, you will serve as a leader in your branch, increasing your professional expertise in consumer and business products and services, and managing more complex scenarios. You will work to create a top-tier experience for our members and proactively assist with their financial services needs by opening accounts, submitting loan applications, problem-solving member issues, building relationships, and educating members on additional products and services to improve their financial lives.
See below for more info:
<ul>
<li>Create and maintain a Top-Tier experience for members in the branch, drive-thru, and over the phone.</li>
<li>Educate and engage members on financial products and services using a needs-based approach.</li>
<li>Open new accounts and products including savings, checking, debit cards, money market, CDs, IRAs, HSAs, and other specialty deposit and loan accounts for both consumer and business members.</li>
<li>Problem-solve member issues of a moderate nature utilizing good, individual judgment through various communication channels including in-branch, phone, email, etc.</li>
<li>Listen to and leverage cues from members to evaluate and determine needs for additional products and services; make referrals to product experts (Ex. Financial Advisors and third-party partners).</li>
<li>Assist in training new team members, provide overrides as needed, and vault management as needed.</li>
<li>Lead and process opening and end-of-day procedures for the branch.</li>
<li>Actively participate in business development and volunteer events to expand Credit Union reach.</li>
<li>Obtain and act as a Notary Public.</li>
<li>Actively participate in volunteer events through our Greater Good program. </li>
</ul>
Qualifications 
Must Haves for the Branch Associate II Role:
<ul>
<li>Minimum 1 year experience in a New Accounts/Member Service role or equivalent experience.</li>
<li>High willingness to learn and be a self-starter.</li>
<li>Outgoing, personable, and a team player.</li>
<li>Great communication skills.</li>
<li>Detail oriented.</li>
<li>HS Diploma or GED.</li>
</ul>
Nice to Haves for the Branch Associate II Role:
<ul>
<li>Cross-selling experience.</li>
<li>Bilingual in Spanish and English</li>
</ul>
Additional Information 
All your information will be kept confidential according to EEO guidelines.

Full Time Branch Associate II

<h3>Job Description</h3>
Local, experienced advisors have joined this location to elevate their practice. Are you next? Apply &amp; explore The Piedmont Group MassMutual.

As a non-captive agency, The Piedmont Group serves advisors who are focused on building and flourishing, as business owners. TPG is comprised of over 100 advisors who, either started with our agency, or joined us from a competing firm in order to grow their practice. This position molds career changers, college grads, &amp; industry professionals, into seasoned financial advisors. In this recruiting process, you will meet a wide variety of financial professionals who have transitioned to TPG. We are looking to grow, are you?
Compensation:
$84,500 - $110,650 at plan commission yearly
Responsibilities:
<ul>
<li>Develop and deliver risk management strategies for each customer based on their risk profile</li>
<li>Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction</li>
<li>Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances</li>
</ul>

Qualifications:
<ul>
<li>You must either have U.S. Citizenship or a Green Card &amp; live in the United States</li>
<li>Previous sales or industry experience is preferred</li>
<li>Life and Health License, SIE, &amp; 7 required by 6 months of hire</li>
<li>High school diploma mandatory; four-year undergraduate degree strongly preferred</li>
<li>Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations</li>
</ul>
About Company
The Piedmont Groupis a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential &amp; enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness.

We Offer Our Advisors:
<ul>
<li>Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)</li>
<li>We are a non-captive firm</li>
<li>Performance-based bonus structure</li>
<li>International Travel Opportunities</li>
<li>Opportunity to own and operate your own firm (DBA)</li>
</ul>

Financial Advisor

<h3>Job Description</h3>
At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful.

What we offer...
Wide range of products to address clients’ needs.
With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include life insurance, annuities, long-term care insurance, and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor. As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients. 

Flexibility to operate your practice.
With the flexibility to work in one of our 120 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice. 

Support and development opportunities to grow your practice. 
New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Management Model, we provide the opportunity to specialize and hone market expertise in areas such as wealth management, estate planning, and business solutions. Beyond formal continuing education opportunities and subsidies for obtaining industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top-performing agents.
Compensation:
$134,000 at plan yearly
Responsibilities:
How we will compensate you:
<ul>
<li>You have the power to drive your own income with our commission-based compensation. The average income of our more than 12,000 financial professionals who sold at least one life insurance policy in 2020 was $91,351. The average income of nearly 6,000 of our Registered Reps who sold at least one life insurance policy in 2020 was $134,369. Benefits include medical, dental, vision, a 401k, and pension</li>
</ul>
Qualifications:
Awards Accolades... 
We’re proud of our financial strength
<ul>
<li>A++ Superior (A.M. Best)</li>
<li>AAA Exceptionally Strong (Fitch)</li>
<li>Aaa Exceptional (Moody’s)</li>
<li>AA+ Very Strong (Standard Poor’s)</li>
</ul>

We’re proud of our position in the industry
<ul>
<li>Training Magazine 2021: Top Companies for Learning and Development</li>
<li>Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health</li>
<li>JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankings</li>
</ul>

We’re proud to be recognized by organizations that also value diversity 
<ul>
<li>2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized</li>
<li>LATINA Style 2019: Company of the Year</li>
<li>Forbes 2019: America’s Best Employers for Diversity</li>
<li>Diversity Inc 2018: Top 50 Companies for Diversity</li>
</ul>

We’re proud of the help we’ve provided and continue to provide clients
<ul>
<li>5,500,000+ lives Protected (includes all owners of individual life insurance and annuity policies)</li>
<li>$5,200,000,000+ in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid)</li>
<li>$910,000,000+ lifetime annuity paid (includes all payouts on individual income annuity products)</li>
<li>Over 29,000 professionals hired (including company employees along with contracted financial professionals)</li>
</ul>

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 5/18/20. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a>. 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++ (7/22/20), Fitch Ratings AAA (as of 12/10/20), Moody’s Aaa (as of 1/6/21), and Standard Poor’s AA+ (as of 10/14/20). 3. New York Life agents have led the Million Dollar Round Table for 67 consecutive years. 2,283 of MDRT members are New York Life professionals. Source: MDRT, July 2021 4. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company. 5. As reflected by company data. Historical company data is provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. 6. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 7. Dividends are not guaranteed. 8. Full list of our awards is available here: <a href="https://www.newyorklife.com/newsroom/our-awards-and-recognition" target="_blank">https://www.newyorklife.com/newsroom/our-awards-and-recognition</a> 9. Source: Fortune Magazine, 2021. Rankings are determined by a proprietary formula that weights nine criteria to create an overall score. 10. All figures on this page reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2020. AR10511_092021 SMRU1900837 (Exp.09.23.2023)
About Company
At New York Life, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions:

<ul>
<li>Ranked #71 on the Fortune 500 list, Fortune magazine, 2023.</li>
<li>Perfect score of 100 percent on the 2022 Corporate Equality Index — a national benchmarking survey and report on corporate policies and practices related to LGBTQ+ workplace equality, administered by the Human Rights Campaign Foundation.</li>
<li>One of Seramount’s 100 best most family-friendly, inclusive workplaces in America in 2022.</li>
<li>One of Seramount's 2023 Best Companies for Multicultural Women.</li>
<li>Best Companies for Latinos to Work for by Latino Leaders in 2022.</li>
</ul>
Competitive Benefits 
Visit nylbenefits.com and select “Agent” to explore all of the benefits offered to our agents

<h3>Job Description</h3>
Our firm is driven by results. The average experienced Financial Advisor's practice grows 4x at The Piedmont Group &amp; our firm ranks #6/88 MassMutual firms, in production from 1st yr advisors.

Whether you are new to the financial industry, or looking to elevate your practice, our advisors have conquered both journeys. The Piedmont Group is a non-captive group with 5 locations in the South East. We are seeking to hire a financial advisor to join our dynamic team in Dunwoody. Our office overlooks the city and is located at the top floor of the Crowne Point building. TPG consists of independent agents who own a DBA, top producers who have transitioned from previous firms, advisors building teams, and new agents. Join a team that values integrity, professionalism, and commitment to helping clients achieve their financial goals. Gain ownership of your practice &amp; master all aspects of comprehensive financial planning. 
Compensation:
$120,000 - $130,000 yearly at planned commission
Responsibilities:
<ul>
<li>Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products</li>
<li>Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor</li>
<li>Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives</li>
<li>Become knowledgeable of the financial industry, financial products, best practices, and tax regulations is desired</li>
</ul>
Qualifications:
<ul>
<li>You must either have U.S. Citizenship or a Green Card &amp; live in the United States to be considered for this role</li>
<li>Bachelor's Degree highly preferred</li>
<li>Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, &amp; 66</li>
<li>Sales experience highly preferred</li>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired</li>
</ul>
About Company
The Piedmont Groupis a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential &amp; enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness.

We Offer Our Advisors:
<ul>
<li>Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)</li>
<li>We are a non-captive firm</li>
<li>Performance-based bonus structure</li>
<li>International Travel Opportunities</li>
<li>Opportunity to own and operate your own firm (DBA)</li>
</ul>

<h3>Job Description</h3>
Salary: 52,000-65,000
Financial Freedom Wealth Management Group, awarded the Best Place to Work in 2023 for Financial Advisors, is actively seeking a Financial Advisor to join our growing team. Our firm is comprised of fun, compassionate, community-minded individuals who love being part of a diverse and energetic team. A successful candidate must embody our values of treating all people with respect, never compromising our integrity, delighting our clients, and embracing our team culture. The ideal candidate must also be devoted to our commitment to care deeply about our clients and their financial lives.

Responsibilities &amp; Activities: • Provide delightful service to current and potential clients through meetings, communication, and account support • Continue and maintain up-to-date knowledge and training on all programs used for financial planning and research • Prepare for client appointments and create reports • Conduct securities-related transactions and help steward client’s wealth • Attend and actively participate in client events and activities • Build and foster relationships • Manage client concerns within your client base and assist other Wealth Advisors as needed

Knowledge, Skills &amp; Abilities: • 2+ years of securities knowledge or sales experience • Series 7, 66, Life and Health licenses required, or the ability to obtain within 12 weeks • Obtain or hold Securities and Insurance licenses • Bachelor’s Degree desired but not required • Exceptional attention to detail • Excellent attitude and demonstrates a team player mindset • Excellent organizational and time management skills • An ability to mange and organize multiple tasks • Excellent communication (oral and written), interpersonal, and presentation skills • Proficient with computers
Benefits include:
<ul>
<li>100% Medical and Vision premium coverage</li>
<li>Voluntary Dental benefit</li>
<li>Annual and quarterly bonus plans</li>
<li>Financial Freedom Growth Participation Plan (available after 2 years)</li>
<li>Paid time off</li>
<li>10 paid holidays</li>
<li>Paid sick leave</li>
<li>401k plan*</li>
<li>Life insurance*</li>
<li>Long Term Disability*</li>
<li>Paid Leave Oregon Employee Portion Covered</li>
<li>Cell phone reimbursement</li>
<li>Paid maternity and other parent leave options</li>
<li>Cappuccinos for life!</li>
</ul>
*Eligible after one year of employment

<h3>Job Description</h3>
Are you a Wiser Financial Advisor? 
We have relationships with BD’s, RIA’s &amp; Independents
Let's discuss what’s important for you. We have relationships globally 
Financial Advisor Profile:
Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network.
<ul>
<li> Currently they have coverage in over 17 states + D.C. and has leading market share in 7 of the 10 top fastest-growing markets in the U.S.</li>
<li> Candidates and or teams must have a minimum T-12 of $500K+ with transferable assets</li>
<li> Both wire house and bank advisors are welcomed to apply</li>
<li> FAs are paid on loans, investments, and insurance.</li>
<li> FA’s can continue to grow their practice through other business partners in the firm.</li>
<li> Larger producers with clients at the Reserve $5M- $25M+ level, can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience.</li>
<li> Advisors with niche business, they can partner with wealth advisors in their specialty groups (medical, legal, international business and sports &amp; entertainment).</li>
<li> Our client has an open architecture platform through Envestnet and competitive industry products. FA’s utilize Relationship Advisory Process (RAP) – Financial planning model connecting to IRM. They are a full-service brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients.</li>
<li> FAs are paid on loans, investments, and insurance. When an FA partners with business partners, they receive sales referral credit which posts to their grid. For example: At a Wire house, Private Bank is competition, here we are partners where the Private Bank handles banking and lending functions, FA handles investments.</li>
<li> For established advisors, succession planning options to join 3 sunset agreements available (variable fixed, buyout)</li>
</ul>
Please contact Fabiana Mallory of Avior Executive Search directly for any additional information at <a href="mailto:Fabiana@aviorsearch.com" target="_blank">Fabiana@aviorsearch.com</a>. All information will be kept strictly confidential.

<h3>Job Description</h3>
Are you a Wiser Financial Advisor? 
We have relationships with BD’s, RIA’s &amp; Independents
Let's discuss what’s important for you. We have relationships globally 
Financial Advisor Profile: 
Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network.
<ul>
<li>Currently they have coverage in over 17 states + D.C. and has leading market share in 7 of the 10 top fastest-growing markets in the U.S.</li>
<li>Candidates and or teams must have a minimum T-12 of $500K+ with transferable assets</li>
<li>Both wire house and bank advisors are welcomed to apply</li>
<li>FAs are paid on loans, investments, and insurance.</li>
<li>FA’s can continue to grow their practice through other business partners in the firm.</li>
<li>Larger producers with clients at the Reserve $5M- $25M+ level, can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience.</li>
<li>Advisors with niche business, they can partner with wealth advisors in their specialty groups (medical, legal, international business and sports &amp; entertainment).</li>
<li>Our client has an open architecture platform through Envestnet and competitive industry products. FA’s utilize Relationship Advisory Process (RAP) – Financial planning model connecting to IRM. They are a full-service brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients.</li>
<li>FAs are paid on loans, investments, and insurance. When an FA partners with business partners, they receive sales referral credit which posts to their grid. For example: At a Wire house, Private Bank is competition, here we are partners where the Private Bank handles banking and lending functions, FA handles investments.</li>
<li>For established advisors, succession planning options to join 3 sunset agreements available (variable fixed, buyout)</li>
</ul>
Please contact Fabiana Mallory of Avior Executive Search directly for any additional information at <a href="mailto:Fabiana@aviorsearch.com" target="_blank">Fabiana@aviorsearch.com</a>. All information will be kept strictly confidential.

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