Policy Advisor

Overview:We are seeking a customer-focused and empathetic team member to join our State Farm Agent team as an Insurance Account Representative. This role plays a vital part in generating exceptional client experiences that drive the growth of our agency.In this position, you will answer customer inquiries and provide policy information, assist clients with...

Key ResponsibilitiesAdvisor Support: Provide guidance and resources to team members to enhance performance, drive core values, and ensure client service excellence.Professional Development: Lead professional development and Valeo-specific training to enhance advisor knowledge and skills.KPI Reporting: Oversee KPI reporting to monitor trends, identify...

Key ResponsibilitiesCollaborate with Client Operations Managers and advisors to ensure proper accounting procedures and documentation.Manage custodial processing and money movement for approved transactions.Prepare wire transfers/ACH for distributions and coordinate approval/distribution processes.Proactively address client or vendor issues or...

About Valeo Financial Advisors LLCValeo Financial Advisors LLC is one of the largest RIA firms in the Midwest, with a significant presence in central Indiana. The company provides comprehensive, independent financial advice to clients with a simple transparent fee structure.Job OverviewThis role reports directly to the Chief Compliance Officer (CCO) and is...

Risk and Compliance ExpertiseValeo Financial Advisors LLC seeks a highly skilled professional to lead our risk and compliance efforts as the Director of Risk and Compliance. Reporting to the CCO, this individual will be responsible for managing all aspects of risk to the organization, its employees, clients, reputation, assets, and interests of stakeholders....

Job OverviewValeo Financial Advisors LLC is a leading Registered Investment Advisor with over $9B in assets under management. We provide comprehensive financial advice to our clients with a simple transparent fee structure.The ideal candidate will manage all aspects of risk to the organization, its employees, clients, reputation, assets, and interests of...

About the JobValeo Financial Advisors LLC seeks a highly skilled individual to fill the position of Chief Compliance Officer - Risk Management. This key role requires a deep understanding of regulatory requirements and the ability to manage risks associated with our operations.Key Responsibilities:Developing and implementing effective compliance policies and...

Job DescriptionWe are seeking an experienced Risk and Compliance Officer to manage all aspects of risk to our organization, employees, clients, reputation, assets, and stakeholders' interests. Key responsibilities include:Maintaining and updating compliance policies and proceduresManaging regulatory required filings and registrationsResponding to requests...

Portfolio Trader RoleThe Portfolio Trader will be responsible for executing trades for a range of portfolio types, including stocks, ETFs, mutual funds, and bonds. This role requires deep knowledge of capital markets, excellent execution skills, and a focus on ensuring best execution and compliance with the firm's investment strategy and fiduciary...

Job SummaryWe are seeking a highly experienced and certified professional to join our team as the Director of Risk and Compliance at Valeo Financial Advisors LLC. As a key member of our leadership team, you will be responsible for developing and implementing risk management strategies to ensure the integrity of our operations and maintain compliance with...

Job OverviewValeo Financial Advisors LLC is seeking an experienced Risk Management Executive to join its team. This individual will be responsible for managing the firm's risk exposure, ensuring compliance with regulatory requirements, and promoting a culture of risk awareness.The ideal candidate has a strong understanding of risk management principles,...

PNC Financial Services Group seeks an experienced Relationship Manager to join its Business Banking team in the Indianapolis Market. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, managing the on-going sales cycle to optimize their financial well-being.Job ResponsibilitiesDevelop...

Become a Key Player in Our TeamWe are seeking an experienced Sales Leader to join our team at Adam Jurs - State Farm Agent. As a Sales Team Leader, you will play a crucial role in driving revenue growth, inspiring our team, and contributing to our strategic vision.Key Responsibilities:Drive new business sales and enhance renewal retention; guide the...

Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

Total Wealth Planning, LLC arranges more than just the money, investment, or retirement aspects of our clients’ lives. We serve as a sounding board for personal decision making. We help clients bring all the key elements of their financial life in order and give them more comfort with their long-term financial security.Our boutique wealth planning firm is...

Total Wealth Planning, LLC arranges more than just the money, investment, or retirement aspects of our clients’ lives. We serve as a sounding board for personal decision making. We help clients bring all the key elements of their financial life in order and give them more comfort with their long-term financial security.Our boutique wealth planning firm is...

General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed...

Job DescriptionJob DescriptionValeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $9B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next...

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $9B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the...

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $9B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the...

Exempt/Non-Exempt Exempt Full-Time/Part-Time Full-Time Location Presidio Splunk Practice DescriptionPosition Title: Splunk Delivery EngineerLocation: Remote (USA); Must live near a large-market airport for travel needsSchedule: 9-5 EST; EST/CST preferredFLSA Classification: ExemptSalary Range: 110-160K based on experience and certification levelTravel...

Details Department:Ear, Nose, Throat, and AllergySchedule:Monday - Friday 7am-4pmFacility: Ascension Medical Group - ClinicLocation:Carmel, INBenefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance programs (EAP) Parental leave &...

Details * Department: Emergency (ED) * Schedule: 36 hours per week, 7pm-7am, every fourth weekend, rotating holidays * Hospital: Ascension St. Vincent Carmel * Location: Carmel, IN Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee...

Details Department: Ear, Nose, Throat, and Allergy Schedule: Monday - Friday 7am-4pm Facility: Ascension Medical Group - Clinic Location: Carmel, IN Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance programs...

Come join our growing team! Care Hospice partnered with The Care Team is looking for a Part-Time Medical Director - Hospice in the Carmel, IN area. We specialize in providing Home Care and Hospice in the home and facilities. If you are looking for a new and exciting opportunity, we encourage you to apply today. At the Care Team we offer: Engaging Company...

Details Department: Medical SurgicalSchedule: Full Time Night - 3/12 hour shifts and 3very 3rd weekend rotationHospital: Ascension St. Vincent CarmelLocation: Carmel, INBenefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance...

Details Department: Ear, Nose, Throat, and Allergy Schedule: Monday - Friday 7am-4pm Facility: Ascension Medical Group - Clinic Location: Carmel, IN Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance programs (EAP) Parental...

Details Sign On Bonus availableDepartment: Cardiac ServicesSchedule: Full Time Night - 3/12/hr shifts - Work every 3rd weekend rotationHospital: Ascension St. Vincent Heart CenterLocation:Carmel, INMUST HAVE CARDIOVASCULAR EXPERIENCE VOTED #1 HEART HOSPITAL IN ALL OF INDIANABenefits Paid time off (PTO) Various health insurance options & wellness plans...

Details Department: Medical SurgicalSchedule: Full Time Night - 3/12 hour shifts and 3very 3rd weekend rotationHospital: Ascension St. Vincent CarmelLocation: Carmel, INBenefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance...

Details Department: Medical SurgicalSchedule: Full Time Night - 3/12 hour shifts and 3very 3rd weekend rotationHospital: Ascension St. Vincent CarmelLocation: Carmel, INBenefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance...

Job Summary We are seeking a strategic and results-driven Salesforce Administrator III to lead the design, optimization, and governance of our Salesforce ecosystem. In this role, you will not only ensure the platform meets current operational needs but also serve as a strategic partner in aligning Salesforce capabilities with long-term business objectives....

Creating Peace of Mind by Pioneering Safety and Security At Allegion, we help keep the people you know and love safe and secure where they live, work and visit. With more than 30 brands, 12,000+ employees globally and products sold in 130 countries, we specialize in security around the doorway and beyond. Additionally, in 2024 we were awarded the Gallup...