The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career.  The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers.  These client relationships are the base for your book of business.  Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities.

The Financial Advisor Trainee engages in:

• Developing a book of business in order to meet and exceed the required performance hurdles
• Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs
• Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan
• Planning and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies
• Completing mandated training, assessments, performance goals and continuing education requirements

Essential Duties and Responsibilities:

• Performance Hurdles:  A Financial Advisor Trainee must acquire clients through personalized marketing techniques to meet minimum performance hurdles.
• Registration and Licensing Requirement: A Financial Advisor Trainee is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).
• Education Requirement: A Financial Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course .
• Development Assessment: A Financial Advisor Trainee must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the Financial Advisor Trainee studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill Lynch strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge
• Performance Requirements: A Financial Advisor Trainee is expected to meet the performance and development requirements of the PMD Program and transition to a full Financial Advisor at the conclusion of the PMD Program.

Qualifications:

• Must possess 3 or more years of sales experience with a proven record of exceeding goals
• Outbound sales experiences required
• Possess excellent communication skills, both written and verbal
• Proven relationship building and business partnering skills
• Passion to grow your current financial knowledge to share with others
• Candidate must be self-motivated and proactive
• Bachelor’s degree or higher strongly preferred

Industry Experience:

• Active Series 6 or Series 7  license preferred
• 6 months in a Series 6 or 7 sales role preferred
• Proven successful financial product sales experience preferred
• Strong financial acumen required
• Track record of success
• Clean U-4 and U-5 history, if licensed

Professional designations/licenses:

• Candidates may apply without Series 7, 66 and insurance licenses, but must achieve all required licenses within 13 weeks of accepting this position.

TO SEE IF THIS IS THE RIGHT OPPORTUNITY FOR YOU JOIN US FOR OUR CAREER OPEN HOUSE EVENT ON AUGUST 2ND FROM 6:00-8:00PM IN BELLEVUE!

YOU MUST APPLY ON LINE AND REGISTER FOR THIS EVENT AT:

WWW.BANKOFAMERICA.COM/CAREERS

POSITION #1100040416

About Washington Clean Technology Alliance
The Washington Clean Technology Alliance (the “WCTA”) is the leading industry association in Washington State for the emerging clean tech industry.  Since its inception three years ago, the WCTA has established itself as the primary voice on how our public policies can help to grow the clean tech industry in the State, and as the pre-eminent networking and business development organization for companies in the clean tech space.

Successes in the industry and by the WCTA mean that the WCTA is transforming itself from a member-run organization with part-time staff to an organization with full-time staff dedicated to identifying and meeting the needs of its growing membership base.

WCTA is seeking an energetic and entrepreneurial leader to serve as its first full-time executive director

Executive Director Position

WCTA’s first full-time executive director will be an energetic and entrepreneurial leader with demonstrated ability to develop an organization.  He or she will also have political acumen and the ability to identify and advocate for policy changes that will positively impact the growth of a key, but still-developing industry in Washington State.   He or she should be comfortable interacting with members, industry leaders, policy makers, and volunteers to achieve organizational goals, as well as communicating the WCTA’s vision both formally and informally to these diverse stakeholders.

Specific Duties

The Executive Director will report directly to the Board, and shall have responsibility for managing all aspects of the organization.  In addition to other projects and duties as assigned by the Board of Directors, the Executive Director’s responsibilities will be focused in four primary areas, as outlined below:

1.Management and Administration. The Executive Director shall be responsible for the following:

• Overseeing the day-to-day management and administrative work required of the organization;
• Providing staff assistance to all committees and to the Board of Directors
• Preparing and filing appropriate legal, governmental and other required forms
• Collaborating with and coordinating member volunteers
• Working with the Board of Directors to establish an annual budget and work plan, and managing organizational resources toward those plans

2. Membership Retention and Growth. As directed by the Board, the Executive Director will be expected to grow the membership in WCTA.  His or her compensation will be structured to reflect the Executive Director’s success in this area.  Additional responsibilities include:

• Preparing, maintaining and/or upgrading  all marketing materials, including the WCTA’s web presence
• Establishing and implementing a member retention and recruitment strategy, including systematic and proactive interaction with members and prospects to maximize membership size.

3. Policy Leadership. As directed by the Board and the WCTA’s Policy Committee, the Executive Director will manage the identification, development and advocacy of strategic public policies that advance Washington’s ability to lead the world in the development of a clean technology industry within the State.  Additional responsibilities include:

• Identifying appropriate issues on which the WCTA should lead
• Developing and advocating for policy changes to enhance Washington’s ability to grow a clean technology industry
• Partnering with other organizations in the business and environmental communities to achieve WCTA’s policy goals

4.   Organizational Strategy. Working with the Board and WCTA’s Policy Committee, the Executive

Director will develop strategies to engage and grow WCTA and business in Washington State across

Different sectors of clean technology.

5.   Business Development for Member Companies. As directed by the Board, and working with the

WCTA’s Events Committee, the Executive Director’s responsibilities will include the following:

• Assisting the Events Committee in implementing the WCTA’s business development strategy
• Planning and staging recurring events
• Identifying and recommending new business development programs and activities for WCTA members, potentially in partnership with other business development organizations

Qualifications

The successful candidate for this position should have:

• An undergraduate degree in a field relevant to this industry or association management; graduate degree a plus.
• Experience running an organization or a significant portion of an organization
• A passion for economic and industry development, with particular energy around the clean economy
• Experience developing a professional network of clean tech industry leaders
• The ability to work with numerous diverse stakeholders to achieve organizational goals
• A demonstrated ability to develop and manage budgets
• A demonstrated ability to engage with membership prospects and convert prospects to membership
• A desire to be part of the growth of an organization and industry that are just beginning to realize their potential
• Policy and political acumen and experience

Salary and Compensation

The WCTA will offer a competitive base salary commensurate with experience.  Additional, performance-driven compensation will provide the successful executive director with a large portion of his or her annual compensation.  A comprehensive and highly competitive benefits package is also included in annual compensation.

The Washington Clean Technology Alliance is currently housed with enterpriseSeattle, an affiliated organization of the Greater Seattle Chamber of Commerce. The Executive Director is selected by and reports to the WCTA Board. The position is an employee of the Chamber, an equal opportunity employer.

To apply

Materials will be reviewed as they are submitted.  Candidates are encouraged to submit materials by noon Friday, March 26.  Candidates should submit a resume and cover letter to the WCTA, preferably electronically by emailing info@wacleantech.org.  Alternately, candidates can mail materials to:

Executive Director Search Committee
Washington Clean Technology Alliance
1301  5th Avenue, Suite 2500
Seattle, WA 98101

The American Heart Association (AHA) has named Tracy Peacock as the new senior vice president of development for the greater Seattle-Tacoma region.

Ms. Peacock will oversee all corporate partnerships and revenue generation in the Puget Sound region, particularly through community initiatives such as Start! Heart Walk, Go Red For Women, and Heart Ball. Her role includes working with the board of directors in Seattle and Tacoma to strengthen community support for the American Heart Association in these geographic areas.

This is the second time that Ms. Peacock has worked for the organization. She was the Pierce County regional director for Heart Walk in 1997 until 2001, and spent a number of years working as the district executive director of the American Cancer Society, South Puget Sound region.

Founded in 1924, the American Heart Association is the nation’s oldest and largest voluntary health organization dedicated to building healthier lives, free of heart disease and stroke.  To help prevent, treat and defeat these diseases — America’s No. 1 and No. 3 killers — the AHA funds cutting-edge research, conducts lifesaving public and professional educational programs, and advocates to protect public health.  To learn more, call the local AHA at (206) 632-6881 or (253) 272-7854 or visit www.americanheart.org.

CareForce offers home care, geriatric care management and skilled nursing services to older adults in King and Snohomish Counties. Senior home health care and companionship enables older adults and others who need assistance to continue their familiar routine in the comfort of their own home.

We are hiring a full-time Community Relations Specialist to further develop the King and Snohomish area for our locally owned and operated home care business.

The ideal candidate must demonstrate excellent leadership and communication skills.  Strong sales background to help build our brand, establish a referral network to drive home care sales, and represent our company in a professional manner in public settings in King and Snohomish.  Healthcare experience is preferred.

Qualifications:

• Self motivated with outstanding verbal communications and customer service.
• Develop and maintain referral sources.
• Sales training, marketing and public relations experience.
• Ability to conduct outreach activities to generate interest and potential customers.
• Ability to network with local community professionals to generate referrals.
• Ability to connect with prospective customers and contacts on a regular basis to promote continued interest including phone calls.
• Good knowledge of business development and strategic sales planning in home care.
  Minimum 3 years experience in direct selling.

COMPENSATION:

Salary DOQ; benefit options include holidays, paid leave time and a 401 K retirement program.

TO APPLY:

Send resume with salary requirements to:  katheryn@careforce.com

Green Efficiency Group is looking for candidate companies and building/facility owners that are interested in installing our wireless and web-based Energy Efficiency solution in their facility in order to view real-time, whole building energy usage and receive a daily energy scorecard notification on the previous day’s performance. In addition, we will provide you with your facility’s Energy Star Energy Performance Rating. There is no cost to you for this program.

Why are we offering this?
We are a new VAR of the Energy Expert product and as part of our marketing initiative to gain happy customers quickly, we would like to be able to demo live facility energy usage data from a few partner companies to our prospects, along with accompanying graphs, charts, tables and cumulative dollar, energy and carbon emission savings examples. We anticipate some mutual marketing efforts in the form of press release(s) and/or quotes as these example facilities start to understand and then reduce their energy usage through low or no cost recommendations. Our preference is to work with a company(s) who has, or is planning to have energy savings/green initiatives in 2010 and beyond.

Why would I want it?
To benchmark and build a profile of your facility’s energy usage and begin to understand how your building is using Energy on a daily and real-time basis, not from a monthly utility bill 4-6 weeks later. To measure, verify, compare and report energy savings and waste from daily operations, retrofits, green initiatives, weather factors, etc. To prioritize energy investments and determine where you can save money with little or no cost, measure staff behavioral changes(turning off lights and computers), and be alerted and react quickly to mechanical failures. Because of customer, employee or legislative requirements.

What is Energy Expert?
A sophisticated, yet easy-to-use software application that trains itself to create a “smart model” of your building and compares daily energy consumption against this norm. The technology was developed by the U.S. Department of Energy and will tell you whether your facility over-consumed; under-consumed or used about the right amount of energy through a convenient email notification. It is a wireless and web-based is a tool and allows you to anticipate energy usage based on weather forecast, compare, day of week, previous months, years, cumulative data, etc. Consists of 1 battery powered pulse counter, 1 gateway device and a web-based subscription service, takes 15 minutes to install with no IT involvement with an approximate $3600 value for the 1 – time hardware ($1300) and setup fee ($500) and annual subscription service ($1800).

Who else is using it?
Hundreds of companies and facilities including the ASHRAE Headquarters building, the Government Accountability Offices (GAO) in Washington D.C. and recently 700 K-12 facilities in the State of Idaho, purchased the solution with funding from the American Recovery and Reinvestment Act (ARRA).

For more information or questions, please visit us at www.greenefficiencygroup.com or call (206)330-8013