Personal Financial Advisors

**I. Job Summary**

This role applies advanced principles of finance to analyze financial and non-financial information and support the field finance organization. The analyst will be assigned to support projects and assignments across a variety of finance functions.

**_WM candidates will be able to work at their current WM site or if currently remote, may work at the closest WM location. External candidates must be based in the Houston area and able to work out of the Corporate office._**

**II. Essential Duties and Responsibilities**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.

+ Monitors highly advanced key financial performance measures.

+ Prepares, analyzes and interprets complex financial and non-financial information and recommends improvement opportunities to management.

+ Participates, facilitates and interprets for management operating results that include but are not limited to budget goals, cost reduction efforts, corporate initiatives and other identified opportunities for improvement.

+ Contributes to key project planning and implementation.

+ Assists and facilitates the preparation of budgets and forecasts.

+ Facilitates communication and understanding between the field finance and operations functions and corporate finance.

+ Performs highly advanced financial projects on an ad hoc basis.

**III. Supervisory Responsibilities**

This job has no supervisory responsibilities.

**IV. Qualifications**

The requirements listed below are representative of the qualifications necessary to perform the job.

A. Education and Experience

+ Education: Bachelor’s Degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four (4) years of relevant experience.

+ Experience: Five (5) years previous experience (in addition to education requirement).

B. Certificates, Licenses, Registrations or Other Requirements

+ None required.

C. Other Knowledge, Skills or Abilities Required

+ Must be authorized to work in the US.

+ Must be based in the Houston area: No relocations for this role.

+ Strong understanding of the financial reporting cycle, best practices and data flow among financial systems.

+ Strong presentation and communication skills with comfort preparing and presenting information to an executive team and a leadership presence to effectively collaborate across functional teams

+ Insatiably curious and collaborative problem solver with excellent analytical, quantitative, and problem-solving skills

+ Expertise in business analysis tools including advanced Excel skills, Microsoft Office Suite and planning systems (Hyperion, OneStream)

+ Ability to perform well under pressure and in a high-volume and changing environment.

+ Organizational agility, knows how to get things done through formal channels and informal networks, with entrepreneurial drive and the ability to work in a dynamic environment with minimal hierarchy.

Additional qualifications:

+ Action oriented and takes ownership of tasks and responsibilities and follows through to successful completion

+ Collaborator with colleagues in-side and out-side of the accounting and finance group

+ Customer focused

+ Balance and prioritize multiple tasks simultaneously

+ Flexibility to work overtime, during the week and/ or weekends

+ Sound work ethic

+ Detail-oriented, organized and motivated

**V. Work Environment**

Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

+ Required to use motor coordination with finger dexterity (such as keyboarding, computer, phone, etc.) most of the workday.

+ Normal setting for this job is: office setting/hybrid.

The expected base pay range for this position across the U.S. is $91,375 to $118,250. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location. This role is bonus eligible.

**Benefits**

At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

If this sounds like the opportunity that you have been looking for, please click “Apply.”

Equal Opportunity Employer: Minority/Female/Disability/Veteran

**LOCATION:** Remote U.S. locations

**OVERVIEW**

You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory. You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers.

**RESPONSIBILITIES**

+ Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states within the U.S.

+ Partner with the Managed Services Team and the territory Account Manager to ensure customer retention/success.

+ Partner with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities

+ Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.

+ Partner with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services.

+ Prospect and develop new Managed Services business in both existing accounts and new accounts.

+ Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management.

+ Constant pipeline growth and management, including opening new opportunities and booking new appointments to support achievement of sales goals.

+ Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment.

+ Utilize sales tech stack including CoPilot (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow

+ Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call key performance indicators (KPIs).

+ Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams

+ Attend national and local tradeshows to provide booth coverage. This includes learning and executing our trade show processes.

+ Attend in-person customer prospect meetings in defined territory

+ Develop relationships with major players in each of your large metro markets.

+ Submit timely reports as requested by the Sales Manager and/or Executive Management.

+ Contribute and exchange ideas and best practices to other members of the sales team.

+ Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)

+ Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription.

+ Support team, Business Unit, and corporate goals.

**QUALIFICATIONS**

**Education:** Bachelor’s Degree or equivalent experience

**Experience:**

+ 3+ years of quota-driven sales experience.

+ Knowledge of and experience in the Retirement industry preferred.

+ Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM).

**TRAVEL:** Some travel, typically less than 10%

\#LI-Remote

_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._

**Compensation:**

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

**Overview of Job Function:**

The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Southeast Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.

**Principal Duties and Essential Responsibilities:**

+ Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

+ Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

+ Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.

+ Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

+ Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.

+ Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, WebEx, and email communications.

+ Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

+ Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.

+ Provide effective sales presentations and product demonstrations to assigned customers and prospects.

+ Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

+ Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.

+ Provide routine and accurate updates to the Company’s sales database with account activity and status.

+ Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

**Minimum Requirements:**

+ Bachelor's Degree or equivalent work experience

+ Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

+ Proven and successful sales track record of quota attainment

+ Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.

+ Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

+ Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

+ Travel approximately 50-75%.

+ Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

+ The ability to obtain the necessary credit line required to travel

**Preferred Requirements:**

+ Working knowledge of value-added ROI business process sales engagements/tools

+ Knowledge of Workforce Management, and /or CRM/ERP software background desired

+ Bachelor’s Degree or equivalent sales experience

\#LI-BM1

MIN: $130k

MAX: $150k

Verint Systems Inc. is an equal opportunity employer and is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment based on race, color, religion, sex, age, national origin, genetic information, disability, veteran status, and any other classification or characteristic protected by applicable federal, state or local laws. Verint operates in accordance with all anti-discrimination laws and affords equal opportunities to employees and applicants without regard to any characteristic or protected class in our hiring, promotion and termination practices.

**For US Applicants**

_2025 Benefits Offering (https://fa-epcb-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000196780014&Title=Verint+2025+Benefits)\_

**Description**

**ACCOUNT EXECUTIVE Workplace Supplies (Sales)**

**Location: Tucson, AZ**

You’re changing the selling game. You know your product inside and out. You put people first and make service a priority. Now you just need a company where you can apply your talent and make more money!

Meet Vestis™.

Business small and large need uniforms. Vestis provides companies with the uniforms and workplace supplies to simplify their workday and equip teams to do their best work – safely. We are Vestis!

We look out for teammates with the same passion with which we serve our customers. We supply the tools you’ll need to be successful including gas cards and car allowances. We support your financial future with competitive salaries, uncapped earning potential, paid training, and full benefits, starting on your very first day.

**Requirements** :

+ Minimum 18 months business-to-business sales experience specifically focused on new account generation

+ Demonstrated success in developing new business and generating sales leads within an assigned sales territory

+ Minimum High School Diploma/GED, bachelor’s degree preferred

+ At least 21 years of age

+ Valid driver’s license

+ Subject to Criminal background check

**Responsibilities:**

+ Consistently and effectively reach out to new prospects using a variety of outreach methods including, but not limited to, telephone, email, door-knocking, networking, social media.

+ Identify, and establish contact, with prospective clients to set appointments

+ Conduct initial sales call

+ Build and maintain ongoing relationships with decision-makers

+ Enter all information in our CRM and activity tracking sheets

+ Nurture prospects into clients

+ Collaborate with our Route Sales Representatives and other team mates to ensure our customers and prospects receive the appropriate attention for their specific needs

**Preferred Qualifications:**

+ Strong presentation and communication skills

+ Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

+ Experience with Customer Relationship Management/CRM systems such as Salesforce

**Our sales team enjoys:**

+ Unlimited career advancement opportunities

+ Culture of promotion from within

+ Competitive base salary, uncapped earning potential

+ Monthly Car Allowance

+ Paid 8-Weeks Training

+ Company Laptop & Cell

+ No waiting period for Benefits

+ 9 Paid Holidays

+ 2 Paid Floating Holidays

+ 401k Plan

**Compensation:**

The salary rate for this position ranges from $65,000 to $65,000, depending on circumstances including an applicant’s skills and qualifications, certain degrees and certifications, prior job experience, market data, and other relevant factors. Sales commissions available based on incentive plan

Headquartered in Roswell, GA, Vestis is the second largest provider in the industry with over 300,000 customer locations and approximately 20,000 teammates across North America.

Vestis is a leader in the B2B uniform and workplace supplies category. Vestis provides clean and safe uniform services and workplace supplies to a broad range of North American customers from Fortune 500 companies to locally owned small businesses across a broad set of end markets. The Company’s comprehensive service offering includes a full-service uniform rental program, cleanroom and other specialty garment processing, floor mats, towels, linens, managed restroom services, first aid supplies and more.

Vestis is an equal-opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, relation, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

As a Thrivent Financial advisor, you will:

+ Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

+ Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.

+ Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.

+ Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

+ Have the flexibility to control your schedule, allowing for work-life balance.

+ Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.

+ Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

+ Self-disciplined, independent and driven to succeed.

+ Motivated by helping others and seeing them achieve their goals.

+ A natural coach or guide with strong interpersonal skills.

+ Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

+ Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

+ Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

+ Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and BenefitsYou’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

+ Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.

+ Medical, dental, vision, disability and accidental death and dismemberment insurance.

+ Pension, 401(k) and retiree medical plans.

+ Ongoing support, training and opportunity for professional growth as you build your business.

+ Well-being programs to help you manage your physical, emotional and financial health.

+ Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

+ Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

As a Thrivent Financial advisor, you will:

+ Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

+ Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.

+ Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.

+ Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

+ Have the flexibility to control your schedule, allowing for work-life balance.

+ Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.

+ Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

+ Self-disciplined, independent and driven to succeed.

+ Motivated by helping others and seeing them achieve their goals.

+ A natural coach or guide with strong interpersonal skills.

+ Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

+ Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

+ Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

+ Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and BenefitsYou’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

+ Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.

+ Medical, dental, vision, disability and accidental death and dismemberment insurance.

+ Pension, 401(k) and retiree medical plans.

+ Ongoing support, training and opportunity for professional growth as you build your business.

+ Well-being programs to help you manage your physical, emotional and financial health.

+ Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

+ Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

As a Thrivent Financial advisor, you will:

+ Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

+ Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.

+ Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.

+ Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

+ Have the flexibility to control your schedule, allowing for work-life balance.

+ Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.

+ Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

+ Self-disciplined, independent and driven to succeed.

+ Motivated by helping others and seeing them achieve their goals.

+ A natural coach or guide with strong interpersonal skills.

+ Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

+ Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

+ Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

+ Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and BenefitsYou’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

+ Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.

+ Medical, dental, vision, disability and accidental death and dismemberment insurance.

+ Pension, 401(k) and retiree medical plans.

+ Ongoing support, training and opportunity for professional growth as you build your business.

+ Well-being programs to help you manage your physical, emotional and financial health.

+ Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

+ Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

As a Thrivent Financial advisor, you will:

+ Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

+ Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.

+ Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.

+ Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

+ Have the flexibility to control your schedule, allowing for work-life balance.

+ Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.

+ Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

+ Self-disciplined, independent and driven to succeed.

+ Motivated by helping others and seeing them achieve their goals.

+ A natural coach or guide with strong interpersonal skills.

+ Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

+ Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

+ Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

+ Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and BenefitsYou’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

+ Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.

+ Medical, dental, vision, disability and accidental death and dismemberment insurance.

+ Pension, 401(k) and retiree medical plans.

+ Ongoing support, training and opportunity for professional growth as you build your business.

+ Well-being programs to help you manage your physical, emotional and financial health.

+ Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

+ Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**The Opportunity**

As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.

**Responsibilities**

- Lead and manage large-scale projects to achieve successful outcomes

- Innovate and streamline processes to enhance efficiency and effectiveness

- Maintain exceptional standards of operational excellence in every activity

- Interact with clients at a senior level to drive project success

- Build trust with multi-level teams and stakeholders through open communication

- Motivate and coach teams to solve complex problems

- Serve as a strategic advisor, leveraging specialized knowledge and industry trends

- Provide strategic input into the firm’s business strategies

What You Must Have

- Bachelor's Degree in Accounting

- 5 years of experience

- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

**What Sets You Apart**

- In-depth knowledge of compliance for financial partnerships

- Knowledge of structuring funds to limit tax liability

- Experience identifying and addressing client needs

- Building and utilizing networks of client relationships

- Managing resource requirements and project workflow

- Creating an atmosphere of trust in teams

- Developing new relationships and selling new services

- Innovating through new and existing technologies

- Utilizing digitization tools to enhance engagements

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor within PNC Investments, you may be based in Austin, Dallas, Fort Worth, Houston, or San Antonio, TX, Boca Raton, Fort Lauderdale, or West Palm Beach, FL, Birmingham, AL, Charlotte, NC, or Phoenix, AZ.

Bilingual Spanish preferred.

PNC Wealth Advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

**Job Description**

+ Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.

+ Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.

+ Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.

+ Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.

+ Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Preferred Skills**

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

**Competencies**

Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

**Work Experience**

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (http://yourpnctotalrewards.com) .

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.