Personal Financial Advisors

**Financial Analyst III, FP&A**

We are seeking a FP&A Analyst III to join our finance team working directly with the Corporate Leadership. This will be a great opportunity for you to collaborate with leaders across a large multi-billion-dollar company and drive the business forward by helping to scale and modernize our FP&A disciplines.

We are looking for an entrepreneurial person with a background in Finance or related field and a strong sense of ownership. The successful candidate will work hard, manage multiple work streams, be self-motivated, and learn and grow with the organization. This role will focus on the annual budget and ongoing forecasting, including capital expenditure needs, while also supporting various reporting needs including board reporting, executive dashboarding and ad-hoc analysis.

**Job Type** : Exempt

**Pay** : Salary

Benefits:

+ Benefits Available and vary per position and location.

**Are you a real go-getter looking for an amazing opportunity with a nationwide full-service-utility contractor offering competitive wages and incredible benefits? Keep reading because this job might be for you!**

Since 1928, Asplundh has been dedicated to safe, efficient, and innovative line clearance services for the utility industry. Reliable, uninterrupted power is an important service provided by the world's electrical utilities and Asplundh has the expertise to help keep the power flowing. Over the years, diversification has opened vegetation management services to other specialized markets such as municipalities, railroads, pipelines, helicopter vegetation services, and departments of transportation.

A family-owned and operated corporation headquartered near Philadelphia, Pennsylvania, Asplundh has grown to employ over 36,000 service professionals throughout the United States, Canada, Australia, and New Zealand.

Essential Functions & Responsibilities:

+ Learn the business, its stakeholders, our culture, and sources of information

+ Lead and take ownership of the budgeting and forecasting process for Corporate Functions

+ Build analysis for Corporate Functions on a monthly basis in order to track large expenses in the home office

+ Assist in implementing a scalable and collaborative forecasting tool

+ Develop financial projections and build financial models

+ Support financial analysis at a corporate level to include development and tracking of KPIs, executive dashboarding, preparing financial reports, rolling forecasts and cross-departmental analytics

+ Aid with our external reporting and board preparations including reports, narratives, and analyses

+ Collaborate with teams and support projects across the organization as we modernize our systems and business processes to improve the tracking and analysis of financials

+ Form business partner relationships with department heads to assist in financial reporting and analysis

+ Provide ad hoc analyses to support special projects across the business

**Minimum Qualifications:**

+ Bachelor’s degree in finance, accounting or a related field required; MBA preferred but not required

+ 3-5+ years of progressive finance and/or accounting experience required with at least two years of experience in financial planning, analysis, and modeling preferred

+ Strong analytical thinking and problem-solving skills

+ Confidence to interact with the company’s Executives and Leaders

+ Ability to communicate clearly, concisely, and frame the story

+ Ability to analyze complex issues to get to the root cause and provide and implement potential solutions to these problems

+ Talent for translating complex financial concepts for non-financial colleagues

+ Strong Microsoft Office skills, especially Excel

+ Proficient with creating and maintaining financial models

+ Track record of taking initiative and delivering results

+ Commitment to growing and developing professionally

+ Experienced in working with EPM (FCCS and EPBCS) and ERP systems

+ Ability to leverage the use of Data analytics tools (Power BI, Tableau, etc.)

Pre-Screen

+ Upon offer, employees may be required to complete and pass a pre-employment drug screen, background, and/or MVR check.

Physical Requirements:

+ **Rarely:** walking, kneeling, squatting, crawling, seeing distant, climbing on/off truck, climbing, lifting over 10 lbs. to 50 lbs., depth perception, color vision, lifting, carrying, pushing, pulling, climbing ladders, balancing, lifting up to 10 lbs., lifting up to 50 lbs.

+ **Occasionally:** standing, stooping, body twisting, gripping, reaching, range of motion, climbing stairs.

+ **Frequently** : sitting, sense of touch, manual dexterity, speaking clearly, reading, hearing-speech range.

+ **Constantly:** seeing.

About Us:

As a full-service utility contractor, Asplundh performs tree pruning and removals, right-of-way clearing and maintenance, vegetation management with herbicides, and emergency storm work and logistical support. Asplundh is the parent company of Asplundh Infrastructure Group whose subsidiaries provide overhead and underground line construction, planning and design, meter reading and AMR/AMI installation, electrical testing, and street lighting/traffic signal services. Asplundh also operates Rotor Blade Airborne Utilities Management, overhead electric distribution, and transmission lines using MD 500 helicopters.

**Individuals must be able to perform the essential functions of the position with or without reasonable accommodation. Individuals with a disability who desire a reasonable accommodation should contact the ADA Coordinator at 1-800-248-8733, ext. 1339.**

**An Equal Opportunity Employer.**

**Financial Analyst II, FP&A**

We are seeking a FP&A Analyst II to join our finance team working directly with the Corporate Leadership. This will be a great opportunity for you to collaborate with leaders across a large multi-billion-dollar company and drive the business forward by helping to scale and modernize our FP&A disciplines.

We are looking for an entrepreneurial person with a background in Finance or related field and a strong sense of ownership. The successful candidate will work hard, manage multiple work streams, be self-motivated, and learn and grow with the organization. This role will focus on the annual budget and ongoing forecasting, including capital expenditure needs, while also supporting various reporting needs including board reporting, executive dashboarding and ad-hoc analysis.

**Job Type** : Exempt

**Pay** : Salary

Benefits:

+ Benefits Available and vary per position and location.

**Are you a real go-getter looking for an amazing opportunity with a nationwide full-service-utility contractor offering competitive wages and incredible benefits? Keep reading because this job might be for you!**

Since 1928, Asplundh has been dedicated to safe, efficient, and innovative line clearance services for the utility industry. Reliable, uninterrupted power is an important service provided by the world's electrical utilities and Asplundh has the expertise to help keep the power flowing. Over the years, diversification has opened vegetation management services to other specialized markets such as municipalities, railroads, pipelines, helicopter vegetation services, and departments of transportation.

A family-owned and operated corporation headquartered near Philadelphia, Pennsylvania, Asplundh has grown to employ over 36,000 service professionals throughout the United States, Canada, Australia, and New Zealand.

Essential Functions & Responsibilities:

+ Learn the business, its stakeholders, our culture, and sources of information

+ Lead and take ownership of the budgeting and forecasting process for Corporate Functions

+ Build analysis for Corporate Functions on a monthly basis in order to track large expenses in the home office

+ Assist in implementing a scalable and collaborative forecasting tool

+ Develop financial projections and build financial models

+ Support financial analysis at a corporate level to include development and tracking of KPIs, executive dashboarding, preparing financial reports, rolling forecasts and cross-departmental analytics

+ Aid with our external reporting and board preparations including reports, narratives, and analyses

+ Collaborate with teams and support projects across the organization as we modernize our systems and business processes to improve the tracking and analysis of financials

+ Form business partner relationships with department heads to assist in financial reporting and analysis

+ Provide ad hoc analyses to support special projects across the business

**Minimum Qualifications:**

+ Bachelor’s degree in finance, accounting or a related field required; MBA preferred but not required

+ 1-3+ years of progressive finance and/or accounting experience required with at least one year of experience in financial planning, analysis, and modeling preferred

+ Strong analytical thinking and problem-solving skills

+ Confidence to interact with the company’s Executives and Leaders

+ Ability to communicate clearly, concisely, and frame the story

+ Ability to analyze complex issues to get to the root cause and provide and implement potential solutions to these problems

+ Talent for translating complex financial concepts for non-financial colleagues

+ Strong Microsoft Office skills, especially Excel

+ Proficient with creating and maintaining financial models

+ Track record of taking initiative and delivering results

+ Commitment to growing and developing professionally

+ Experienced in working with EPM (FCCS and EPBCS) and ERP systems

+ Ability to leverage the use of Data analytics tools (Power BI, Tableau, etc.)

Pre-Screen

+ Upon offer, employees may be required to complete and pass a pre-employment drug screen, background, and/or MVR check.

Physical Requirements:

+ **Rarely:** walking, kneeling, squatting, crawling, seeing distant, climbing on/off truck, climbing, lifting over 10 lbs. to 50 lbs., depth perception, color vision, lifting, carrying, pushing, pulling, climbing ladders, balancing, lifting up to 10 lbs., lifting up to 50 lbs.

+ **Occasionally:** standing, stooping, body twisting, gripping, reaching, range of motion, climbing stairs.

+ **Frequently** : sitting, sense of touch, manual dexterity, speaking clearly, reading, hearing-speech range.

+ **Constantly:** seeing.

About Us:

As a full-service utility contractor, Asplundh performs tree pruning and removals, right-of-way clearing and maintenance, vegetation management with herbicides, and emergency storm work and logistical support. Asplundh is the parent company of Asplundh Infrastructure Group whose subsidiaries provide overhead and underground line construction, planning and design, meter reading and AMR/AMI installation, electrical testing, and street lighting/traffic signal services. Asplundh also operates Rotor Blade Airborne Utilities Management, overhead electric distribution, and transmission lines using MD 500 helicopters.

**Individuals must be able to perform the essential functions of the position with or without reasonable accommodation. Individuals with a disability who desire a reasonable accommodation should contact the ADA Coordinator at 1-800-248-8733, ext. 1339.**

**An Equal Opportunity Employer.**

UPMC Health Plan is seeking a Physician Account Executive to support the National Network Management Department. This position will predominantly be working from home and must be based in Pennsylvania. Occasional travel throughout the state may be required to meet with providers or attend conferences.

This role will manage relationships with LTSS providers within the UPMC Health Plan service area. Provide assistance and support to other assigned LTSS providers and their staff enabling them to resolve daily operational issues, as necessary. Evaluate the effectiveness of the LTSS providers' clinical and operational processes and assist the practice in developing action plans and identifying resources to impact change. Work with a broad spectrum of UPMC Health Plan personnel, network providers, and external resources to complete all tasks related to network management projects, goals and objectives.

**Responsibilities:**

+ Track and document success and report results to practice and to management.

+ Monitor ongoing performance of practices and report findings to physicians to help improve clinical and operational performance.

+ Create and lead team to impact change.

+ Distribute provider reports, lead development and implementation of action plans.

+ Manage relationships with key high-volume accounts within the UPMC Health Plan physician network.

+ Provide information on plan resources to assist.

+ Meet with targeted physician practices to assess practice patterns and make recommendations to improve provider performance.

+ Identify, document and distribute best practice information.

+ Manage special projects assigned by manager and department director.

+ Meet deadlines and turnaround times set by manager and department director (these deadlines and turnaround times will, at times, require the employee to work until the project is completed, meaning extended daily work hours, extended work weeks, or both).

+ Assist in development of plans, by market segment to increase UPMC Health Plan patient base with key accounts. Determine provider role in these activities.

+ Assist Manager in coordination of staff development and training. Mentor by accompanying Network Managers to appointments when needed.

+ B.A. degree in business, health care, finance, or related field or 5 years of experience in managed care/physician office setting required.

+ Prior experience with LTSS Providers, claims, or home-health strongly preferred.

+ Drivers license and own vehicle strongly preferred.

+ Excellent verbal and written communication skills, analytical and organizational skills are required.

+ Extensive problem-solving experience is required.

+ Presentation experience and experience working with physicians.

+ Goal-oriented and have experience with development and implementation of action plans. Leadership skills are desired.

+ Excellent project management, analytical, organizational, and customer service skills are required.

+ Ability to work within an aggressive service-based environment.

+ Ability to continuously interact effectively with all Health Plan departments is critical.

+ Ability to effectively manage relationships with assigned strategic practices and keep accurate records of all activity for reporting purposes.

+ Ability to develop and analyze focused action plans for key accounts.

+ Minimal direction required.

+ Ability to present information to management in a clear and professional manner.

+ Results-oriented and self-motivated. **Licensure, Certifications, and Clearances:** **UPMC is an Equal Opportunity Employer/Disability/Veteran**

Everything we do at Sunrun is driven by a determination to transform the way we power our lives. We know that starts at the individual employee level. We strive to foster an environment you can thrive in through our commitment to diversity, inclusion and belonging.

**Overview**

Sunrun is seeking a highly skilled and strategic leader to fill the role of Sr. Manager, Affiliate Sales, responsible for overseeing and directing divisional books of business, leading a team of account specialists, and managing specific Affiliate Partner relationships. As the Sr. Manager, you hold a pivotal role in ensuring partner retention, satisfaction, and driving revenue growth. Serving as the primary point of contact, you are responsible for developing and executing comprehensive strategies with our Affiliate network.

**Responsibilities**

+ Oversee and manage specific Affiliate Partner relationships, ensuring alignment with organizational goals and objectives.

+ Develop and implement strategies to foster enduring, mutually beneficial partnerships with the network.

+ Plan and execute strategies to optimize partner performance and maximize results.

+ Take ownership of partner contract management, ensuring compliance with established agreements and legal requirements.

+ Serve as the primary point of contact for Affiliate partners, maintaining open lines of communication and addressing concerns or inquiries promptly and effectively.

+ Assess and analyze partner performance metrics, identifying areas for improvement and implementing corrective measures where necessary.

+ Create and execute comprehensive playbooks for dealers and installers, ensuring alignment with partner strategies and goals.

+ Conduct thorough market analysis to gather competitive intelligence, providing insights to refine partner strategies and maintain a competitive edge.

+ Develop and execute effective partner marketing collateral strategies, supporting partners in their sales and marketing efforts.

+ Provide inputs and context for sales forecasting to the Sales, Finance, and Administration (SF&A) teams, aiding in accurate revenue and install forecasting for the Board of Directors.

**Qualifications**

+ B.S./B.A. degree preferred

+ Minimum of 10 years experience in channel sales management, with a proven track record of successfully managing divisional books of business.

+ Exceptional leadership skills with the ability to inspire, mentor, and lead a team to achieve strategic goals.

+ Strong negotiation, communication, and relationship-building abilities, especially at the senior executive level.

+ Proficiency in market analysis, partner strategy development, and contract management.

+ Expertise in sales forecasting methodologies and inputs, providing valuable insights for decision-making.

**Physical Demands**

+ Be able to remain in a seated position for more than 50 percent of the workday

+ Sufficient hand, arm, and finger dexterity to operate a computer keyboard and other office equipment

+ Ability to exert up to 10 pounds of force and occasionally lift and or move up to 15 pounds

+ Have adequate visual and hearing acuity to follow instructions, operate office equipment and determine the accuracy of the work assigned

+ Ability to perform normal office duties

+ Ability to operate office equipment including computers and determine the accuracy of work

**Recruiter:**

Laura Morgan ([email protected])

_Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to acts, such as The Equal Pay Transparency Act. It assumes that the successful candidate will be located in markets within the United States that warrant the compensation listed._ _Candidates in locations outside this local area may have a different starting salary range for this opportunity which may be higher or lower._ _Please speak with your recruiter to learn more._

_Starting salary/wage for this opportunity:_

$115,608.15 to $154,144.20

_Other rewards may include annual bonus eligibility, which is based on company and individual performance, short and long term incentives, and program-specific awards. Sunrun provides a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays and paid time off (PTO). A candidate’s salary history will not be used in compensation decisions._

This description sets forth the general nature and level of the qualifications and duties required of employees in this job classification, as well as some of the essential functions of this role. It is not designed to be a comprehensive inventory of all essential duties and qualifications. If you have a disability or special need that may require reasonable accommodation in order to participate in the hiring process or to perform this role if you are offered employment, please let us know by contacting us at [email protected] .

Sunrun is proud to be an equal opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity, Inclusion & Belonging drives our ability to build diverse teams and develop inclusive work environments. At Sunrun, we believe that empowering people and valuing their differences are essential for our mission of connecting people to the cleanest energy on earth. We are committed to equal employment opportunities without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, pregnancy or any other basis protected by law. We also consider qualified applicants with criminal convictions, consistent with applicable federal, state and local law.

Sunrun is proud to be an equal opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity, Inclusion & Belonging drives our ability to build diverse teams and develop inclusive work environments. At Sunrun, we believe that empowering people and valuing their differences will help us create a planet run by the sun for everyone. We are committed to equal employment opportunities without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, pregnancy or any other basis protected by law. We also consider qualified applicants with criminal convictions, consistent with applicable federal, state and local law.

This position is responsible for growing sales to a group of regional clients that either purchase or have Headquarters in a given geography. This role will establish strategic account plans, while building and maintaining relationships with decision makers and influencers at clients' headquarters and regional offices.

Work location- Western PA, Central PA, West Virginia

Job duties involve contact with customers, which may include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access may be supervised or unsupervised. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.

Here, we believe there’s not one path to success, we believe in careers that grow with you. Whoever you are or wherever you come from in the world, there’s a place for you at Sherwin-Williams. We provide you with the opportunity to explore your curiosity and drive us forward. Sherwin-Williams values the unique talents and abilities from all backgrounds and characteristics. All qualified individuals are encouraged to apply, including individuals with disabilities and Protected Veterans. We’ll give you the space to share your strengths and we want you show us what you can do. You can innovate, grow and discover in a place where you can thrive and Let Your Colors Show!

At Sherwin-Williams, part of our mission is to help our employees and their families live healthier, save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commute—it matters to us. A general description of benefits offered can be found at http://www.myswbenefits.com/. Click on “Candidates” to view benefit offerings that you may be eligible for if you are hired as a Sherwin-Williams employee.

Compensation decisions are dependent on the facts and circumstances of each case and will impact where actual compensation may fall within the stated wage range. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.

The wage range, other compensation, and benefits information listed is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable federal, state, and local laws including with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act where applicable.

Sherwin-Williams is proud to be an Equal Employment Opportunity/Affirmative Action employer committed to an inclusive and diverse workplace. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status or any other consideration prohibited by law or by contract.

As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans.

Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process.

Senior Financial Analyst

Job Number: JO-2410-10751

Location (City, State): King of Prussia, PA

Employee Group: Regular

Shift: Day

Travel: 0%

Site Name: King of Prussia 935

Is Remote Eligible: Yes

Pay Range: $79,065 - $134,295

At Radial, our employees are the forefront of ecommerce, bringing beloved brands to consumers through our fulfillment, customer care and technology solutions. We are fueling the future of retail, which means you are, too. When you work for Radial, you join a global community of changemakers, where the work is critical, and the culture is fun. We depend on our workforce to overcome real-world challenges every day and encourage you to carve your own career path while shaping our future together.

Radial, the leader in omnichannel commerce technologies and operations has an exciting opening for a Senior Financial Analyst. Radial’s omnichannel solutions use cutting-edge technology and analytics to optimize the e-commerce end to end processes reducing costs for our customer while enhancing the consumer experience.

Role Summary:

The Senior Financial Analyst position will be responsible for being the financial business partner for the corporate business functions. Candidate must have the ability to operate and work across functional groups in a matrixed organization. General department responsibilities include operations analysis, financial planning/forecasting, monthly reporting, and capital management. The ideal candidate will have exceptional technical skills with spreadsheets, databases, and analytical tools along with demonstrated financial analysis capabilities and a mindset towards process improvement, automation, and business profitability.

Responsibilities:

+ Partner with business leaders to prepare monthly and annual forecasts.

+ Prepare and present monthly results reviews for corporate business leaders, with in-depth analysis on activity, expenses, and risks.

+ Work with operational finance and accounting in analyzing selected GL accounts and routine monthly closing activities.

+ Respond to direct requests from finance, operations, and other functional departments with timely and accurate information.

+ Responsible for maintaining and reporting financial information and KPIs for the functional levels they support

+ Develop and maintain financial models for forecast cycles and provide analytics on underlying assumption changes

+ Develop necessary insights and recommendations for key decisions within functional departments.

+ Interact with various internal departments at different levels of the organization.

+ Support capital expense requests with return on investment analysis

Qualifications:

+ B.S. in Finance or related field, MBA preferred.

+ 5 to 7 years Finance experience

+ Demonstrates excellent analytical and problem-solving skills.

+ Strong Excel skills with financial modeling experience a plus

+ Possess strong interpersonal skills to quickly establish and maintain effective working relationships both within and outside the organization.

+ Ability to identify areas of opportunities and to work independently.

+ Ability to multi-task and work in a challenging fast-paced environment

+ Excellent communication skills (verbal and written)

Travel:

+ This position has the option to be remote.

+ No travel required

Radial is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.

Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing . We will work to assist disabled job seekers whose disability prevents them from being able to apply online.

Access this link to review our privacy notice:

Radial is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing. We will work to assist disabled job seekers whose disability prevents them from being able to apply online.

**Extraordinary Careers. Endless Possibilities.**

**With the nation’s largest home infusion provider, there is no limit to the growth of your career.**

Option Care Health, Inc. is the largest independent home and alternate site infusion services provider in the United States. With over 6,000 team members including 2,900 clinicians, we work compassionately to elevate standards of care for patients with acute and chronic conditions in all 50 states. Through our clinical leadership, expertise and national scale, Option Care Health is re-imagining the infusion care experience for patients, customers and employees.

As a two-year recipient of the Gallup Exceptional Workplace Award, we recognize that part of being extraordinary is building a **thriving workforce that is as diverse as the patients and communities we serve.**

Join a company that is taking action to develop a culture that is more inclusive, respectful, engaging and rewarding for all team members. We are committed to hiring, developing, and retaining a diverse workforce.

**Job Description Summary:**

Responsible for sales and marketing efforts in a specified territory and for growing top line revenue and margin of assigned therapies. Creates a territory sales plan and regularly assesses progress on opportunities. Uses appropriate marketing materials and tools to convey consistent messaging across the organization. Manages the sales process that ultimately results in customer commitment to Option Care.

**Job Description:** ​

Job Responsibilities:

+ Researches, develops and implements sales strategies for assigned territory.

+ Present partnership opportunities to health system leaders, decision makers and referral sources to drive new business growth for Option Care. Quantify value of partnership and financial/economic terms to decision makers.

+ Prioritizes accounts based on total potential, current referrals, likely profitability, service needs, and probability of success. Uses available information, including internal information and third party data, to understand customer needs and identify opportunities.

+ Creates and updates short-and long-term account plans and objectives; utilizes to guide actions. Tracks activity and process toward objectives.

+ Communicates sales strategies to key internal partners, i.e. Clinical Liaison and Branch staff, including soliciting input and feedback on proposed strategies.

+ Manage multiple internal (CL, Intake, Branch Staff) and External (case manager, hospital administration) relationships and process to ensure customers are set up to succeed

+ Frequently initiate communication with Clinical Liaison to identify new opportunities and check on progress toward defined goals.

+ Identifies key customer decision makers and builds relationships to gain access to all decision makers.

+ Assesses and documents the competitive landscape within the account (e.g. pre-existing competitor relationships, presence of clinical liaison, etc.).

+ Partner with internal team members (Specialty Sales, Clinical Liaison, RSD, Nursing) who provide specialized knowledge and experience to grow relationships and sales with health system leaders.

+ Conveys and reinforces elements of the value proposition appropriate for each account and decision maker.

+ Adjusts messaging based on customer relationship life-cycle (e.g. potential new account vs. long-standing,loyal referral source).

+ Obtains a complete understanding of customer needs before offering a solution.

+ Leverages resources within including GMs, first line managers,

+ Clinical staff, specialty sales, nursing and other sales roles—to assist in addressing customer issues.

+ Manage time and schedule to prioritize business growth, and partner with other Option Care partners to focus on service excellence.

+ Successfully organize multiple, on-going work streams, internal partnerships and growth opportunities.

Supervisory Responsibilities:

Does this position have supervisory responsibilities? No.

(i.e. hiring, recommending/approving promotions and pay increases, scheduling, performance reviews, discipline, etc.)

Basic Education and/or Experience Requirements:

Bachelor’s degree and at least 3 years of sales experience; pharmaceutical or healthcare sales preferred.

**OR**

High school diploma and at least 5 years of sales experience; pharmaceutical or healthcare sales preferred.

Basic Qualifications:

+ Experience applying Sales and Marketing principles and methods for showing, promoting, and selling products and services.

+ Experience with analyzing and reporting sales data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions

+ Experience developing ways of accomplishing goals with little or no supervision, depending on oneself to complete objectives and determining when escalation of issues is necessary.

+ Experience using time management skills such as prioritizing/organizing and tracking details and meeting deadlines of multiple projects with varying completion dates.

+ Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).

+ Basic level skill in Microsoft Word (for example: opening a document, cutting, pasting and aligning text, selecting font type and size, changing margins and column width, sorting, inserting bullets, pictures and dates, using find and replace, undo, spell check, track changes, review pane and/or print functions).

+ Basic skill level in Microsoft PowerPoint (for example: inserting, rearranging, hiding and deleting slides, navigating between slides, increasing list level, adding, centering and editing text, changing views, inserting a table or a note, moving objects, printing outline view and/or running a slide show).

Travel Requirements:

Willing to travel at least 75% of the time for business purposes (within state and out of state).

Preferred Qualifications:

+ Clinical bachelor’s degree.

+ Infusion sales experience.

Due to state pay transparency laws, the full range for the position is below:

Salary to be determined by the applicant's education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data.

**Benefits:**

-401k

-Dental Insurance

-Disability Insurance

-Health Insurance

-Life Insurance

-Paid Time off

-Vision Insurance

_Option Care Health subscribes to a policy of equal employment opportunity, making employment available without regard to race, color, religion, national origin, citizenship status according to the Immigration Reform and Control Act of 1986, sex, sexual orientation, gender identity, age, disability, veteran status, or genetic information._

​

For over 40 years, Option Care Health has provided adult and pediatric patients with an alternative to hospital infusion therapy. With more than 2,900 clinical experts, Option Care Health is able to provide high-quality infusion services for nearly all patients with acute and chronic conditions across the United States, resulting in high quality outcomes at a significantly reduced cost. Option Care Health has more than 70 infusion pharmacies and 100 alternate treatment sites. We are guided by our purpose to provide extraordinary care that changes lives through a comprehensive approach to care along every step of the infusion therapy process including: intake coordination, insurance authorization, resources for financial assistance, education and customized treatments.

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary responsibilities include

+ Develop a high-quality wealth management practice that provides a personalized wealth management strategy.

+ Enhance and preserve relationships with key partners to boost client introductions and engagement.

+ Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.

+ Grow existing relationships through partnership referrals.

+ Tailor wealth management planning to meet client needs.

+ Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

+ Series 7, 63, 65 (or 66) active and valid.

+ A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.

+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

+ Demonstrated track record in new business development and client book management.

+ Proven experience in a team-oriented consumer bank setting.

+ Familiarity with servicing high-net-worth individuals.

+ Comfortable operating in a dynamic, entrepreneurial environment.

+ Bachelor’s degree is preferred.

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

+ Hours per Week: 40

+ Work Schedule: Varies

#LI-Sourcer7

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

11/15/2024

Merrill Financial Solutions Advisor - Philadelphia Market

Philadelphia, Pennsylvania;Blue Bell, Pennsylvania; Bala Cynwyd, Pennsylvania; Jenkintown, Pennsylvania; Exton, Pennsylvania; Wayne, Pennsylvania; Media, Pennsylvania; Conshohocken, Pennsylvania

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ Sets and accomplishes goals, achieving whatever you put your mind to

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Financial Solutions Advisor - Philadelphia Market

Philadelphia, Pennsylvania;Blue Bell, Pennsylvania; Bala Cynwyd, Pennsylvania; Jenkintown, Pennsylvania; Exton, Pennsylvania; Wayne, Pennsylvania; Media, Pennsylvania; Conshohocken, Pennsylvania

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ Sets and accomplishes goals, achieving whatever you put your mind to

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.