60447 Automotive Service Advisor/Writer Waxahachie Chrysler Dodge Jeep Ram60447 Automotive Service Advisor/WriterWaxahachie, TXFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
45031 Automotive Service Advisor/Writer All American Chrysler Jeep Dodge of Midland45031 Automotive Service Advisor/WriterMidland, TXFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
44600 Automotive Service Advisor/Writer Dick Poe Dodge44600 Automotive Service Advisor/WriterEl Paso, TXFull timeAutomotive Service Advisor Dick Poe Dodge is looking for experienced Service Advisors to join their industry-leading service team at the longest established Dodge Dealership in the Southwest! Set and manage the expectations of the service delivery for both the customers and mechanics.
45083 Automotive Service Advisor/Writer Mac Haik Dodge Chrysler Jeep Ram45083 Automotive Service Advisor/WriterTemple, TXFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
45286 Automotive Service Advisor/Writer Lithia Chrysler Dodge Jeep Ram Of Corpus Christi45286 Automotive Service Advisor/WriterCorpus Christi, TXFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. Chrysler Jeep Dodge of Corpus Christi is looking to add motivated Automotive Service Advisors to their dynamic team!
68611 Automotive Service Advisor/Writer Moritz Chrysler Jeep Dodge Ram68611 Automotive Service Advisor/WriterFort Worth, TXFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. Moritz Chrysler Jeep Dodge Ram in Fort Worth, TX is looking for Service Advisors. to join our leading industry Service Team!
Career Advisor 1 Company ConfidentialCareer Advisor 1La Grange, TXContinuously evaluates customers’ needs and provides referrals/connections to internal or external support services to help overcome challenges and obstacles that could undermine the jobseekers’ academic or career success. . C2 GPS’ guiding principle is that to successfully navigate workforce development solutions; our employees must be passionate about providing superior customer service to all our customers and support the communities where we live and work.
NewQuick Lube Service Advisor Sun Auto Service HoustonQuick Lube Service AdvisorCypress, TXThis role requires no previous automotive supervisory or mechanical experience, but the representative must be knowledgeable about automotive services and possess strong communication and organizational skills. The Quick Lube Service Advisor (QLSA) is responsible for creating lasting impressions and retaining guests by using interpersonal skills and knowledge of products and services.
NewQuick Lube Service Advisor Sun Auto Tire & ServiceQuick Lube Service AdvisorRockwall, TXThis role requires no previous automotive supervisory or mechanical experience, but the representative must be knowledgeable about automotive services and possess strong communication and organizational skills. The Quick Lube Service Advisor (QLSA) is responsible for creating lasting impressions and retaining guests by using interpersonal skills and knowledge of products and services.
Senior Investigation and Learning Advisor bpSenior Investigation and Learning AdvisorHouston, TX$140,000–$180,000Accounting for people, Accounting for people, Agility core practices, Communication, Continuous Learning, Cost-conscious decision-making, Crisis and emergency response management, Driving and transport safety, Fire incident response, Hazard communication, Hazard Identification, Health risk management, HSE data knowledge, HSSE auditing and self-verification, Human Performance, Incident investigation and learning, Industry knowledge and advocacy, Large scale evacuation, Managing exercises and drills, OMS and bp requirements, Personal Safety, Process safety culture, Process Safety Management, Project and construction safety, Reporting and classification {+ 5 more} . Good presentation and written communication skills which include: the ability to share information to a wide range of professional staff with varying degrees of technical expertise, promotes closure of gaps and delivers information in a clear and concise manner, and facilitates good decision making is required.
Automotive Service Advisor Lamb's Tire & AutomotiveAutomotive Service AdvisorGeorgetown, TX$45,000–$75,000 / yearAs a Sales & Service Advisor , you will be the primary point of contact for customers — helping them understand their vehicle needs, recommending solutions, and ensuring a smooth and professional service experience from start to finish. Lamb's's Tire & Automotive is part of Sun Auto Tire & Service , a leading provider of automotive services, operating under a family of trusted brands across the country.
NewAutomotive Service Advisor Driver's Edge Auto RepairAutomotive Service AdvisorMcKinney, TX$17–$20 / hourAs a Sales & Service Advisor , you will be the primary point of contact for customers — helping them understand their vehicle needs, recommending solutions, and ensuring a smooth and professional service experience from start to finish. Driver's Edge is part of Sun Auto Tire & Service , a leading provider of automotive services, operating under a family of trusted brands across the country.
NewAutomotive Service Advisor Sun Auto Service HoustonAutomotive Service AdvisorKaty, TX$16–$20 / hourIf you enjoy helping people, building trust with customers, and working in a fast-paced environment, the Sales & Service Advisor role at Sun Auto Tire & Service offers an opportunity to grow your career while making a real impact every day. As a Sales & Service Advisor , you will be the primary point of contact for customers — helping them understand their vehicle needs, recommending solutions, and ensuring a smooth and professional service experience from start to finish.
VP, Buy-side M&A and Ownership Transition Advisor BMO FinancialVP, Buy-side M&A and Ownership Transition AdvisorDallas, TX$102,000–$190,000 / yearApplication Deadline: 07/25/2026 Address: 200 Crescent Court Job Family Group: Customer Shared Services The BMO Corporate Advisory team (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank. Responsibilities will also include mentoring and developing junior members of the team, presenting at events and conferences, developing thought leadership pieces, collaborating with team members to develop and drive new initiatives as well as collaborating closely with other constituents across the bank.
Sales Advisor - Sony ActionLinkSales Advisor - SonyFLOWER MOUND, TX$19–$22ActionLink is seeking an outgoing and enthusiastic Full-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Flowermound and Lewisville, TX. Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology.
Insurance Agent HealthMarketsInsurance AgentBurleson, TXHealthMarkets independent licensed insurance agents shall for all purposes be deemed to be independent contractors and shall have no authority to act or represent themselves as an employee or partner of HealthMarkets Insurance Agency. HealthMarkets is a technology-enabled health insurance agency delivering high-touch, customized health and supplemental insurance solutions to individuals, families and small businesses.
NewLicensed Healthcare Insurance Agent – Remote USA TTECLicensed Healthcare Insurance Agent – Remote USAAustin, TXRemoteWebcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates.
NewBilingual Licensed Healthcare Insurance Agent (Spanish / English) - Remote USA TTECBilingual Licensed Healthcare Insurance Agent (Spanish / English) - Remote USAAustin, TXRemoteWebcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates.
Personal Insurance Advisor (Stewart Insurance) Stewart Title Guaranty CompanyPersonal Insurance Advisor (Stewart Insurance)TXStewart Insurance, part of the Stewart family of companies, is seeking a kind, energetic, curious, and results-driven Personal Insurance Advisor to join our team and help drive new business growth while protecting what matters most to our clients. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today.
Client Insurance Advisor Marsh & McLennan Companies IncClient Insurance AdvisorAustin, TXMarsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
NewInsurance Advisor (Relationship-Based Sales) The Powell AgencyInsurance Advisor (Relationship-Based Sales)Plano, TX$65,000–$70,000 / yearWe're looking for someone who enjoys helping people make important financial decisions, building long-term relationships, and becoming a trusted advisor in their community. It's an opportunity to build a meaningful career with a growing, award-winning agency that believes in education, integrity, and putting clients first.
TX-Hurst Insurance Advisor AMERICAN SENIOR BENEFITS LLCTX-Hurst Insurance AdvisorHurst, Texas$61,000–$101,000 / yearFull timeFlexible Schedule #Hands on Training #Career Growth Opportunities #Mon-Fri Schedule # Unlimited Earning Potential. We offer our agent partners more support, more and better compensation, more products and solutions for their clients, more training, and more marketing materials.
Agency Insurance Advisor Trophy Insurance SolutionsAgency Insurance AdvisorWeatherford, TX$70,000–$75,000 / yearAs a top-rated independent agency, we aren't tied to a single carrierwe work for the client, providing access to an elite portfolio of the nation's strongest insurance providers. Strategic Risk Analysis: Perform comprehensive reviews to identify coverage gaps and provide sophisticated, tailored solutions that "captive" agents simply can't offer.
Life Insurance Sales Advisor Relation Insurance Services, IncLife Insurance Sales AdvisorDallas, TX$41,400–$75,750 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies.
Associate Sales Advisor - Business Insurance Sales Center The Travelers Companies IncAssociate Sales Advisor - Business Insurance Sales CenterRichardson, TX$37,400–$61,600 / yearAs a condition of employment, Travelers requires that all employees in this position obtain and maintain a Property and Casualty Commercial Lines insurance license in the employee''s state of residence, and non-resident licenses in all states they will be conducting business; employees will have three (3) opportunities to pass required licensing exams. The Business Insurance (BI) Sales Center provides a market leading alternative distribution model, leveraging a team of sales professionals to engage directly with customers to sell new business accounts on behalf of our valued agency partners.
Commercial Insurance - Client Advisor Marsh & McLennan Companies IncCommercial Insurance - Client AdvisorHouston, TX$75,800–$121,000 / yearAs a Client Advisor, you will serve as the project manager for large initiatives and complex accounts, ensuring action plans are implemented effectively and service delivery meets or exceeds expectations. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
NewInsurance Sales Advisor (Career Growth & High Earnings) The Powell AgencyInsurance Sales Advisor (Career Growth & High Earnings)Plano, TX$65,000–$100,000 / yearWhen we hit our goals, we celebrate with team dinners, outings like Top Golf, trips to Las Vegas, and national industry events including the Farmers Annual Topper Club Conference in Hollywood, Florida. Consultative Outreach: Use our modern tech stack and provided leads to connect with prospects, offering value and protection rather than just price-focused quotes.
Commercial Insurance Producer (Risk Advisor) Brady, Chapman, HollandCommercial Insurance Producer (Risk Advisor)Houston, TexasIf you have a proven track record in commercial insurance sales, thrive on building long-term client relationships, and are passionate about helping businesses proactively manage risk, we want to hear from you. As a Commercial Risk Advisor, you’ll serve as a trusted Risk Manager for mid-size businesses, guiding them through their commercial insurance needs while developing strong client relationships.
NewCommercial Risk Advisor (Producer) - Insurance Advisory Solutions Baldwin Group ColleagueCommercial Risk Advisor (Producer) - Insurance Advisory SolutionsHouston, TexasThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Insurance Sales Advisor - Warm Leads C1 Insurance GroupInsurance Sales Advisor - Warm LeadsDallas, TX$48,000Inside sales • Mortgage lending • Banking • Financial services • Recruiting • Retail sales • Call center sales • Real estate • High-volume customer-facing roles. If you're confident on the phone, motivated by income potential, and enjoy helping customers make important decisions, keep reading.
Producer - Life Advisor - Frost Insurance Agency Cullen/Frost Bankers IncProducer - Life Advisor - Frost Insurance AgencyAustin, TXAchieve objectives established in the annual producer - life insurance sales plan • Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance • Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments • Assess prospects needs and financial situations to recommend life insurance coverage and solutions • Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information • Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage • Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details • Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage • Maintain production reports and attend all sales meeting as required to stay up to date with life insurance sales targets and strategies • Promote the growth of agency and insurance sector within the community, emphasizing the significance of life insurance • Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments. 2+ years' experience in advanced life sales Texas General Lines Agents License: Life, Accident, or Health FINRA Series 66 (or 63 and 65) Excellent written and verbal communication skills, as well as strong organization skills Proven ability to pursue and close sales Proficiency in Microsoft applications.
Associate Sales Advisor - Business Insurance Sales Center TravelersAssociate Sales Advisor - Business Insurance Sales CenterDallas, TexasAs a condition of employment, Travelers requires that all employees in this position obtain and maintain a Property and Casualty Commercial Lines insurance license in the employee's state of residence, and non-resident licenses in all states they will be conducting business; employees will have three (3) opportunities to pass required licensing exams. The Business Insurance (BI) Sales Center provides a market leading alternative distribution model, leveraging a team of sales professionals to engage directly with customers to sell new business accounts on behalf of our valued agency partners.
TX-Austin Entry-Level Insurance Sales & Client Advisor AMERICAN SENIOR BENEFITS LLCTX-Austin Entry-Level Insurance Sales & Client AdvisorCedar Park, Texas$70,000–$90,000 / yearFull timeAlex Sweeny’s Austin office with American Senior Benefits (ASB) is onboarding driven, motivated professionals who want to build a long-term career in financial services while developing real business skills. This is a people-forward, relationship-based role—ideal for recent grads, career switchers, and competitive self-starters who want control over their income and growth.
NewPrivate Client Advisor for High-Net-Worth Insurance World Insurance AsPrivate Client Advisor for High-Net-Worth InsuranceSan Antonio, TX$60,000–$200,000 / yearThe successful candidate will establish trust with clients, execute effective sales strategies, and leverage the company's extensive resources to meet diverse client needs. This role involves identifying and cultivating personal lines opportunities for affluent clients while delivering tailored risk management solutions.
Producer - Life Advisor - Frost Insurance Agency Frost BankProducer - Life Advisor - Frost Insurance AgencyAustin, TexasStay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments. As a Producer – Life Advisor , you’ll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs.
Solution Sales Advisor (Inside Sales)- Insurance Solutions CotalitySolution Sales Advisor (Inside Sales)- Insurance SolutionsDallas, TexasLead Generation & Prospecting: Strategically compile lists of prospective customers using ad inquiries, trade shows, direct marketing, and digital intelligence to build a robust sales pipeline. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
Solution Sales Advisor (Inside Sales)- Insurance Solutions CoreLogic IncSolution Sales Advisor (Inside Sales)- Insurance SolutionsDallas, TXLead Generation & Prospecting: Strategically compile lists of prospective customers using ad inquiries, trade shows, direct marketing, and digital intelligence to build a robust sales pipeline. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
Insurance Agent with Training Smith Region - Modern Woodmen of AmericaInsurance Agent with TrainingFarmers Branch, TXFrom painting a Dallas homeless shelter and packing hygiene kits for abuse survivors, to supporting education and youth programs through our local school districts, we aim to be a pillar our community can count on. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Insurance Agent Mentorship Program Farmers Insurance District 80Insurance Agent Mentorship ProgramAmarillo, TexasCurrently ranked 15th out of 225 Farmers districts nationwide, we're committed to coaching agents to build six-figure careers through systematic training, data-driven performance strategies, and personalized support. Current Texas General Lines Property & Casualty and Life & Health Insurance licenses, OR ability to obtain within 45 days of hire ( We will cover the cost of study material, testing and licensing fees).
Financial Advisor (Financial Planning and Client Service) SWMGFinancial Advisor (Financial Planning and Client Service)Fort Worth, TXFull timeWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who demonstrates the highest integrity and a consistent commitment to putting clients first.
Inside P&C Insurance Agent Orion180 Insurance ServicesInside P&C Insurance AgentIrving, TexasConsult, Qualify & Close: Engage warm inbound and outbound leads (absolutely no cold calling ), uncover coverage needs through strategic discovery, and guide clients to the right coverage using our proprietary MY180 platform. Own the Full Sales Cycle: Serve as a trusted advisor from initial contact to policy issuance, leading clients comprehensively through the quoting and binding process while ensuring they are fully informed about coverage options, policy terms, exclusions, and subsequent steps.
Fiduciary Advisor - Frisco TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Frisco TX - 100-150K Base Salary Plus BonusFrisco, TXFull timeSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.
Fiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Sugarland TX - 100-150K Base Salary Plus BonusSugar Land, TXFull timeSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.
Estate & Retirement Financial Advisor United Placement GroupEstate & Retirement Financial AdvisorRound Rock, TX$100,000–$350,000If you’re a high-caliber, licensed financial professional ready to plug into a system designed to ease your biggest pain points—marketing, prospecting, and paperwork—while maximizing your impact and income, this could be your next step. Competitive, commission-based compensation with strong six-figure potential; typical Advisors earn between $100,000 and $200,000 annually, while top producers earn $300,000+ based on performance.
Financial Advisor CornerStone Professional PlacementFinancial AdvisorFort Worth, TXIf you are an experienced Financial Advisor with a passion for helping clients achieve their financial goals and are seeking an opportunity with an established client base and strong long-term earning potential, we invite you to apply today. These opportunities offer immediate access to an existing client base, strong income potential and the ability to operate as an independent business owner while receiving extensive training and support.
Service Advisors Clay Cooley Auto GroupService AdvisorsDallas, TXFull time75237 #75134 #75146 #75052 #75104 #75237 #75232 #75233 #75236 #75116 #75115 #75137 #75138 #75123 #75224 #75249 #Duncanville #Desoto #Dallas #CedarHill #Lancaster. The Service Advisor is the frontline of the Service Department who assists customers with understanding their vehicle's maintenance and repair options and provides an estimate of cost before they are scheduled with the Technician.
🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨 GIA Legacy Planning🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨Natalia, TexasRemoteAt GIA Legacy Planning , we empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance. Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families?.
Sr Tax Advisor Wealth Enhancement Group LLCSr Tax AdvisorHouston, TX$90,000–$100,000 / yearIdentify additional opportunities to increase value delivered to clients and support revenue growth for Wealth Enhancement Tax & Consulting Services (WETCS) and Financial Advisor teams. Proficiency in Microsoft Excel, Microsoft Word, ProSystems Access Tax, ProSystems Access Scan, and related ProSystems products preferred.
Client Relations Specialist (Licensed Insurance Agent) Realm HealthClient Relations Specialist (Licensed Insurance Agent)Dallas, TexasRenewals & Upselling: Manage the annual renewal process, identifying opportunities to introduce additional Realm Health services or cross-sell products that align with the client’s evolving needs. Strategic Consultation: Utilize your expertise to guide clients through complex healthcare benefit structures, helping them understand their policy details, options, and renewals.
Investment Advisor Representative Willis Towers Watson PLCInvestment Advisor RepresentativeRichardson, TX$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The role emphasizes consistent, compliant investment advice delivery at scale, with a strong focus on quality client service, regulatory adherence, and disciplined investment processes, rather than primary sales ownership or long‑term relationship management.