Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, you will help deliver a high-touch, highly personalized experience designed to support our clients. This role will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. This role will coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. Additionally, the job is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. The Private Wealth Advisor is a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve. What You Will Do - Deliver a personalized, high-touch client experience for Empower clients, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy. - Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience. - Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist. - Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations. - Provide financial planning tailored to each client’s unique goals—delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference. - Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes. - Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence. What You Will Bring - Bachelor’s degree in business or related discipline or equivalent experience - 5+ years related work experience in financial services and client experience - FINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelines. - FINRA fingerprinting required - Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. - Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills. - Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships. - Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients. - Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems. What Will Set You Apart - CFP preferred - Prior experience as a high performing Advisor & Planner in the Premier / Brokerage space ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $87,400.00 - $123,400.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 05-09-2026 Want the latest money news and views shaping how we live, work and play? 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At AO Globe Life, excellence is the standard. We serve veterans, labor union members, and credit union members by delivering dependable supplemental benefit solutions with integrity, precision, and care. Our mission is clear: help families protect their financial futures while providing a high level of service at every interaction. This fully remote opportunity is designed for professionals who want flexibility, meaningful work, and long-term career growth in a structured, supportive environment. What You’ll Gain 100% remote work environment from anywhere in the United States Flexible scheduling that supports work-life balance Pre-qualified client consultations provided — no cold outreach required Comprehensive training and licensing support Weekly direct deposit Monthly and quarterly performance bonuses Health insurance premium reimbursement Union representation through OPEIU Local 277 Leadership development and advancement opportunities A collaborative, service-focused team culture What You’ll Do Conduct scheduled virtual consultations with individuals and families Assess client needs and provide personalized benefit recommendations Explain coverage options clearly and guide clients through enrollment Maintain accurate digital records and ensure compliance standards Provide ongoing client support, including policy updates and general inquiries Build long-term relationships through consistent communication and service Participate in training sessions, mentorship, and team development Who Thrives in This Role Professionals with a strong client-first mindset Confident communicators who build trust in virtual settings Organized individuals who can manage multiple priorities Self-motivated professionals comfortable working independently Candidates experienced with digital tools and virtual platforms Customer service or client-facing experience is helpful but not required Requirements Authorized to work in the United States Reliable internet connection Windows-based laptop or desktop computer with webcam Must be physically located within the United States Eligible to obtain a Life Insurance License (licensing support provided) About AO Globe Life For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect working families nationwide. Our organization is built on trust, long-term relationships, and a commitment to service. Apply today to build a flexible, purpose-driven career where your work makes a lasting impact.

AO Globe Life is expanding and hiring service-driven professionals who want to build a meaningful career while working remotely. In this role, you’ll connect with individuals who have requested information about available benefits. You’ll guide conversations, provide support, and help clients make informed decisions—all while developing valuable skills and long-term career growth. What You’ll Be Doing - Meet with clients virtually using Zoom - Walk individuals and families through available programs - Answer questions and guide clients through next steps - Support clients through onboarding and ongoing communication - Assist with account updates and general client support - Maintain simple digital records and documentation - Deliver a professional, client-first experience - Participate in training, mentorship, and development sessions Why People Apply - 100% remote — work from anywhere in the U.S. - Flexible scheduling with control over your day - Clients have already requested to be contacted - Full training and ongoing mentorship provided - Clear path into leadership and advancement opportunities - Supportive, growth-focused team environment - Long-term stability with an established organization What You’ll Need - Must be authorized to work in the United States - Laptop or computer with camera + reliable internet - Strong communication and organizational skills - Comfortable working independently in a remote environment - Coachable, motivated, and goal-oriented About AO Globe Life AO Globe Life has supported working families for over 70 years, partnering with unions, credit unions, and veteran organizations nationwide. The company operates fully remotely and focuses on service, development, and long-term career growth.

Site: Massachusetts Eye and Ear Infirmary Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham. Job Summary Under direction, receives incoming communication and online requests from both patients and referring providers interested in accessing care. Performs patient registration, and scheduling processes. Ensures that patients, referring providers and other customers receive timely, efficient and high-quality service. Does this position require Patient Care? No Essential Functions -Coordinates the registration and scheduling for new patient appointments. -Documents all patient demographic, medical, financial, and referral information into the computer in strict compliance with established department procedures for the purpose of getting a hospital registration number and scheduling an appointment. -Answers telephone, triages calls, and takes accurate and detailed messages using professional and courteous customer service techniques. -Provides basic information and instructions to patients regarding the practice and Hospitals across the enterprise. -Obtains all patient information required by the providers prior to an appointment. Ensures that the medical records are available to all health care providers. -Completely and accurately transcribes call, referral and scheduling information in multiple systems. -Provides excellent customer service to both internal and external customers of the Mass General Brigham Hospitals and ambulatory practices; supports ongoing communication and provides service recovery when needed with patients and referring physicians. -Maintains confidentiality and privacy consistent with HIPAA guidelines. Qualifications Education High School Diploma or Equivalent required Can this role accept experience in lieu of a degree? No Licenses and Credentials Experience Customer service work experience, specifically in a contact/call center environment 0-1 year required and Experience in a medical office or health care setting, with Epic experience 0-1 year preferred Knowledge, Skills and Abilities - Excellent customer service skills. - Knowledge of basic computer skills, including demonstrated ability to effectively use Microsoft Outlook, Excel, and general data entry concepts and search functionality. - Strong communication, interpersonal, and team skills. - Ability to exercise judgment in dealing with sensitive, confidential information. - Detail-oriented with the ability to enter information accurately on paper and into electronic systems. - Ability to handle a high volume of calls and work in a fast-paced environment. - Requires the ability to translate the request of the patient or referring office into the appropriate action – appointment scheduling or cancelling, message to the provider, update insurance or demographic information – using the tools and protocols available. - Requires an in-depth knowledge of the referral triage processes and knowledge of insurance stipulations that may affect appointment scheduling. Additional Job Details (if applicable) Remote Type Remote Work Location 325 Cambridge Street Scheduled Weekly Hours 40 Employee Type Regular Work Shift Day (United States of America) Pay Range $18.58 - $26.58/Hourly Grade 3 At Mass General Brigham, we believe in recognizing and rewarding the unique value each team member brings to our organization. Our approach to determining base pay is comprehensive, and any offer extended will take into account your skills, relevant experience if applicable, education, certifications and other essential factors. The base pay information provided offers an estimate based on the minimum job qualifications; however, it does not encompass all elements contributing to your total compensation package. In addition to competitive base pay, we offer comprehensive benefits, career advancement opportunities, differentials, premiums and bonuses as applicable and recognition programs designed to celebrate your contributions and support your professional growth. We invite you to apply, and our Talent Acquisition team will provide an overview of your potential compensation and benefits package. EEO Statement: 5110 Massachusetts Eye and Ear Infirmary is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. To ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veteran’s Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact Human Resources at (857)-282-7642. Mass General Brigham Competency Framework At Mass General Brigham, our competency framework defines what effective leadership “looks like” by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.