NewMedical Device Sales - Paid Internship Medical Sales CollegeMedical Device Sales - Paid InternshipTruckee, CAProactively research and identify new opportunities via outbound efforts utilizing university relationships, word of mouth, LinkedIn, social media platforms, networking, direct referrals, etc. Shall not misrepresent the nature of the school, facility, programs, expected outcome of training, employment, salary expectations, etc. in any way, either directly or indirectly, implied or omitted.
NewH&M Sales Advisor (Seasonal) - Meadowood Mall H & M Hennes & Mauritz ABH&M Sales Advisor (Seasonal) - Meadowood MallReno, NVWe believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience.
Sales Advisor IV - Las Vegas and Sparks Service Centers (For Future Consideration) Rivian Automotive IncSales Advisor IV - Las Vegas and Sparks Service Centers (For Future Consideration)Sparks, NV$36,600–$45,700 / yearRivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services.
NewTravel Sales Advisor AAA Northern California, Nevada and Utah Insurance ExchangeTravel Sales AdvisorReno, NVCross-sells products such as credits cards and membership - both independently and by collaborating with specialized team members. Advisors must be self-sufficient and self-motivated in order to succeed and should possess world-wide travel knowledge while being able to work with a high level of accuracy.
NewRetail Cosmetics Sales Beauty Advisor - Origins, Reno Meadowood - Full Time (TEMP) Macy's IncRetail Cosmetics Sales Beauty Advisor - Origins, Reno Meadowood - Full Time (TEMP)Reno, NVWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesReno, NVFor more information, visit https://www.tesla.com/careers/search/job/262395.
Sales Representative ADT IncSales RepresentativeSparks, NVDeliver compelling sales presentations and proposals to prospects, emphasizing the unique benefits and advantages of our products and services compared to competitors. Why you'll love working here: We boldly shape the future, embracing change, taking smart risks, and continuously improving to create the best experiences.
Business Sales Representative ADT IncBusiness Sales RepresentativeSparks, NVWhat you will do: You'll use your strong communication and creative problem-solving skills to demonstrate the value of our innovative security and smart business solutions to small business customers while explaining our products and services in depth and recommending the right options for their needs. Customize each system to fit the business's layout, operations, and security needs, combining security, automation, and life-safety technology in ways that support how they work.
NewRetail Cosmetics Sales Associate - Estee Lauder, Reno Meadowood - Full Time Macy's IncRetail Cosmetics Sales Associate - Estee Lauder, Reno Meadowood - Full TimeReno, NVWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
Sales Representative - Uniform (Reno, NV, US, 89502) Cintas CorpSales Representative - Uniform (Reno, NV, US, 89502)Reno, NVWith offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday. Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best.
Sales and Marketing Specialist Sinclair IncSales and Marketing SpecialistReno, NVThe Company owns, operates, and/or provides services to 178 television stations in 81 markets affiliated with all major broadcast networks; owns Tennis Channel, the premium destination for tennis enthusiasts; multicast networks CHARGE, Comet, ROAR, and The Nest. By identifying new opportunities, building strong client relationships, and delivering impactful solutions, you''ll showcase how our multi-media content platforms and digital assets can drive meaningful results for our partners.
Retail Cosmetics Sales Associate - Clinique, Reno Meadowood - Full Time Macy's IncRetail Cosmetics Sales Associate - Clinique, Reno Meadowood - Full TimeReno, NVWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
Sales Representative - Uniform CintasSales Representative - UniformReno, NVWith offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday®. Cintas Corporation helps more than one million businesses of all types and sizes get Ready™ to open their doors with confidence every day by providing products and services that help keep their customers’ facilities and employees clean, safe, and looking their best.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteNVRemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
B2B Sales Executive - Reno WiZiX Technology GroupB2B Sales Executive - RenoReno, NevadaAt WiZiX, our mission is to provide the highest level of customer service, support, and technology solutions to our clients, enabling them to focus on growing their business and achieving their goals without having to worry about their office technologies. At WiZiX, our mission is to provide the highest level of customer service, support, and technology solutions to our clients, enabling them to focus on growing their business and achieving their goals without having to worry about their office technologies.
Insurance Sales Rep Hybrid Remote Christopher GardellaInsurance Sales Rep Hybrid RemoteReno, NVRemote$62,000–$82,000 / yearAs an agent with us, you won't just be selling policies; you'll be a trusted advisor, guiding individuals and families through their insurance needs and helping them secure their futures. If you're ready to grow with a company that values its clients and its team, and you're eager to embark on a fulfilling sales career, we encourage you to connect with us.
NewFinancial Advisor Northwestern MutualFinancial AdvisorReno, Nevada$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewDirect Sales Representative R.I.S.E. FinancialDirect Sales RepresentativeReno, Nevada$75,000–$100,000 / yearBonuses, Stock Options & Lifetime Renewal: Receive weekly and monthly bonuses, quarterly stock bonuses, and, after just 5 years, enjoy 100% lifetime vesting on your renewal commissions. If you're the kind of person who doesn't shy away from hard work, has the heart of a champion, and thrives on the competitive edgethen we want you to join our team as a Direct Sales Representative .
Service Advisor / Reno Harley-Davidson Wise Auto GroupService Advisor / Reno Harley-DavidsonReno, NVFull timeA strong Service Advisor increases shop output, boosts profitability, and builds long-term customer loyalty. This is a sales position inside the service department —you are the bridge between the customer and the shop, responsible for maximizing every opportunity while delivering a premium Harley-Davidson experience.
NewInside Sales Account Manager - West The RealReal IncInside Sales Account Manager - WestNevada, NVRemote$34.80–$37.14 / hourThis role focuses on re-engaging established consignors, maintaining strong client relationships, and consistently converting outreach into repeat consignment activity in a fully remote, quota-driven environment. As a sustainable company, we give new life to pieces by thousands of brands across numerous categories-including women's and men's fashion, fine jewelry and watches, art, and home-in support of the circular economy.
NewInside Sales Account Executive - West The RealReal IncInside Sales Account Executive - WestNevada, NVRemote$37.16–$40 / hourAs a sustainable company, we give new life to pieces by thousands of brands across numerous categories-including women's and men's fashion, fine jewelry and watches, art, and home-in support of the circular economy. The LS delivers a strong first-touch client experience, confidently reviews contracts, sets pricing expectations, and maintains disciplined pipeline management to consistently meet performance goals.
Prestige Beauty Advisor Ulta Beauty IncPrestige Beauty AdvisorReno, NV$15.50–$21 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label.
Beauty Advisor Ulta Beauty IncBeauty AdvisorReno, NV$15–$20 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The BA is a champion of Ulta Beauty's mission, vision, and values, and should demonstrate them skillfully and consistently by performing the following duties and responsibilities of the position (as well as all other projects/duties as assigned): • Contribute to meeting or exceeding the store's goals related to retail and service sales, guest loyalty (including credit), omni-channel sales, and retail shrink as set by Ulta Beauty for the store.
Bilingual Talent Advisor Surge StaffingBilingual Talent AdvisorReno, NV$22–$24Surge Staffing is seeking a Bilingual Talent Advisor (English and Spanish) with high energy, work ethic, good attitude, personality with a good phone voice. Implement and manage detailed marketing programs for sales calls, direct mail, in-office demonstrations and public relations for assigned branch.
Specialty Beauty Advisor - Clinique Ulta Beauty IncSpecialty Beauty Advisor - CliniqueSparks, NV$17–$25.50 / hourWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Clinique brand sales by interfacing with existing customer base, maintaining active contact with a growing preferred customer list, and follow up on guest inquiries.
Insurance Sales Representative Divinity Group LLCInsurance Sales RepresentativeReno, NevadaAs an Insurance Sales Representative, your mission is to: Own your territory and control your outcomes through face-to-face business-to-business sales. If you are driven by independence, authority, and measurable impact , this is the role where your ambition, grit, and competitive fire can thrive.
Service Advisor - Mercedes Benz of Reno AutoNation IncService Advisor - Mercedes Benz of RenoReno, NV$5,000–$8,000With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs.
Client Success Advisor, Association Banking Western Alliance BancorpClient Success Advisor, Association BankingNevada, NVCSC will gain access to the CMC system and collect management agreements, add new bank accounts to accounting software, configure accounting system, update automated utility payments, assist in the distribution/collection of association signature cards and mail bank change communication to boards/homeowners. Work directly with Community Management Companies (CMCs) through the following process: Conduct business environment analysis to outline current state of CMC by documenting staffing arrangement, internal account reconciliation process, AR process (coupons, statements, ePayments, etc.) and client support mode.
Senior Home Lending Advisor - West Nevada JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - West NevadaGardnerville, NVFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Parts Advisor / Reno Harley-Davidson Wise Auto GroupParts Advisor / Reno Harley-DavidsonReno, NVFull timeThis role is responsible for assisting customers and service technicians with parts and accessory needs while supporting overall dealership sales and operational efficiency. The ideal candidate is organized, knowledgeable, and capable of delivering a high level of customer service in a fast-paced environment.
Prestige Beauty Advisor Ulta Beauty, Inc.Prestige Beauty AdvisorReno, Nevada$15.50–$21 / hourPart timeEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label.
Specialty Beauty Advisor - Clinique Ulta Beauty, Inc.Specialty Beauty Advisor - CliniqueSparks, Nevada$17–$25.50 / hourFull timeWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Clinique brand sales by interfacing with existing customer base, maintaining active contact with a growing preferred customer list, and follow up on guest inquiries.
Beauty Advisor Ulta Beauty, Inc.Beauty AdvisorReno, Nevada$15–$20 / hourPart timeEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
Sales Manager Ulta Beauty IncSales ManagerReno, NVWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Leverage store forecast and payroll budgets to support with store scheduling needs and communicate the needs to the GM to maximize productivity, achieve sales and payroll goals, and complete workload on time, and within the payroll budget.
NewSales Manager Ulta BeautySales ManagerReno, NVPRINCIPAL DUTIES & RESPONSIBILITIESThe SM is a champion of Ulta Beauty's mission, vision, and values, and should demonstrate them skillfully and consistently by performing the following duties and responsibilities of the position (as well as all other projects/duties as assigned):PerformancePromote a culture of accountability to meet or exceed Ulta Beauty's goals related to retail and service sales, guest loyalty (including credit), payroll, omni-channel, and retail shrink as set by Ulta Beauty for the store. Leverage store forecast and payroll budgets to support with store scheduling needs and communicate the needs to the GM to maximize productivity, achieve sales and payroll goals, and complete workload on time, and within the payroll budget.
District Sales Manager (Western Region) - Ventrac The Toro CompanyDistrict Sales Manager (Western Region) - VentracNVRemote$95,000–$125,000 / yearThis job involves a business advisor relationship-based approach that allows us to create a positive and informative experience by exceeding expectations and demonstrating outstanding product knowledge, along with a world class customer service experience with every interaction for each dealership. Be field expert in territory regarding marketing and product needs, yearly sales programs, dealer development programs, overall sales strategy and other areas that can improve Ventrac.
NewPart-Time Beauty Advisor - Sephora Kohl's CorpPart-Time Beauty Advisor - SephoraReno, NV$15.55–$20.25 / hourAs Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products.
Associate Bank Financial Advisor Wells Fargo & CoAssociate Bank Financial AdvisorSPARKS, NVThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
NewInsurance Sales Representative Summit Business GroupInsurance Sales RepresentativeReno, NevadaWe will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people.
Financial Solutions Advisor - Reno Area Bank of America CorpFinancial Solutions Advisor - Reno AreaReno, NV$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Licensed U65 ACA Sales Carrier Specialist Allstate Insurance CompanyLicensed U65 ACA Sales Carrier SpecialistNVThis role supports customers shopping through Federal and State-Based Health Insurance Exchanges, using a professional, consultative sales approach to match prospects with the most appropriate ACA coverage based on their needs. This position is ideal for individuals who are motivated by sales, enjoy helping customers navigate health insurance options, and thrive in a fast-paced inbound and outbound inside sales environment.
Member Growth & Renewal Advisor LegalMatchMember Growth & Renewal AdvisorReno, Washoe County, Nevada$70,000–$100,000 / yearThis full-time role is focused on renewing current attorney members, identifying early renewal opportunities, upgrading accounts, and helping reduce churn through thoughtful account strategy. The Member Growth & Renewal Advisor will work with existing LegalMatch attorney members to understand their account performance, business goals, satisfaction level, and future growth opportunities.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorReno, NV$65,000–$80,200 / yearWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Customer Advisor Gainsight, Inc.Customer AdvisorNV$145,000–$155,000 / yearThis is a great opportunity for someone who thrives in a highly consultative, fast-evolving environment and enjoys working cross-functionally with prospective and existing customers, customer success, and leadership teams. Develop and deliver strategic consulting engagements that enhance customer experience (CX) strategies, actively engage cross-functional stakeholders, and equip teams to maximize the value of Gainsight solutions.
RV Parts Advisor Blue Compass RV LLCRV Parts AdvisorReno, NV$60,000–$80,000 / yearTHE ROLE: As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV dealership by managing and organizing the inventory of RV parts and accessories. If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining the Blue Compass RV organization.
Service Advisor Blue Compass RV LLCService AdvisorReno, NVWe are looking for a sales-minded professional who can confidently guide customers through their service needs, identify additional opportunities, and handle challenging situations with professionalism and care. APPLY WITH US If you are ready for a rewarding career with competitive salary + commission compensation, excellent benefits, and opportunities to grow, consider joining the Blue Compass RV team.
NewInsurance Agent (Sales, Customer Service) Freeway Insurance Services America LLCInsurance Agent (Sales, Customer Service)Reno, NV$50,000–$80,000 / yearWith more than 800 retail locations nationwide, we are committed to helping our employees take their careers and income potential to new heights. Drive Growth: Solicit new business while maintaining strong relationships with current customers to achieve or exceed sales production goals.
Senior Inside Sales Representative (REMOTE) Revvity IncSenior Inside Sales Representative (REMOTE)NVRemote$60,000–$70,000 / yearThe value and benefits of stem cells found in umbilical cord blood are clear; cord blood collection saves lives today and medical researchers are exploring new uses for umbilical cord blood stem cells for tomorrow, including diabetes, heart disease, and stroke. The base pay actually offered to the successful candidate will take into account internal equity, work location, and additional factors, including job-related skills, experience, and relevant education or training.
NewSpecialized Sales II - NaaS Lumen Technologies IncSpecialized Sales II - NaaSNVRemote$122,298–$163,061 / yearThis role blends consultative sales expertise, technical acumen, and enablement leadership to influence customer outcomes, shape early-stage opportunities, and strengthen go-to-market execution. The ideal candidate brings a strong ability to connect business objectives with innovative network solutions while guiding internal teams to deliver meaningful customer impact.
Wealth Management Advisor- Reno Main U.S. BankWealth Management Advisor- Reno MainReno, NevadaWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.