Title: Senior Wealth Strategist Location: Remote Pennsylvania - United States Job Description: Plan, implement, and monitor the lifecycle of assets. Ensure that assets are properly acquired, maintained, utilized, and disposed of. Analyze the performance, risks, and costs of the assets, and recommend improvements or replacements when needed. Essential Functions  - Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives  - Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics. - Create client-facing, custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients  - Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamic and other risks  - Quickly identify, pursue, and present solutions aligned with the best interests of the client  -  Participate in client meetings and work within a team environment to deliver integrated planning services  - Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables  - Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors  - Keep abreast of legislative and tax changes  -  Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors  - Cultivate and maintain relationships with Advisors directly and in partnership with colleagues  -  Participate in client and community events and present at company-sponsored events regarding relevant and timely wealth planning issues  - Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients  - Coach and mentor colleagues on different wealth planning topics  Qualifications  - Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding - Current on innovative wealth planning solutions, including the use of different advanced planning techniques  - Outstanding presentation skills, written and verbal communication skills  - Outstanding Word, Excel, and PowerPoint creation abilities  - Minimum 10 years of experience within a banking, RIA or wire-house culture  - Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning   - CFP, CPA or JD required  - Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred  Travel Requirements  This role has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month.  Location  Remote within the U.S.  Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected. Education Bachelor’s: Finance, Juris Doctor (JD): Business Administration, Master's: Accounting Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) Travel Workstyle Remote The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Role Description Kern deiner Tätigkeit ist die eigenverantwortliche, fallabschließende Bearbeitung und Regulierung von Geschäftsvorfällen in der Reiserücktritt-, Reiseabbruch- und Reisegepäckversicherung. - Du übernimmst die Prüfung der Eintrittspflicht und ermittelst die Entschädigungshöhe. - Durchführung der Schadenregulierung unter Berücksichtigung vertraglicher und rechtlicher Rahmenbedingungen. - Als Schadenmanager*in bist du Ansprechpartner*in für Kund*innen, Makler*innen und weiteren Schadenbeteiligten. Qualifications - Ausgeprägte Detailgenauigkeit, sorgfältige und strukturierte Arbeitsweise sowie organisatorische Fähigkeiten. - Kommunikationsstärke und Verhandlungsgeschick. - Fähigkeit, gut Entscheidungen zu treffen. - Durchsetzungsvermögen, Verantwortungsbewusstsein und Belastbarkeit in anspruchsvollen Situationen. - Abgeschlossene kaufmännische Ausbildung im Versicherungsumfeld, der Tourismusbranche oder Reisewirtschaft. Benefits - Menschlich miteinander: Wertschätzendes, offenes, vielfältiges Miteinander - echt, kompetent und mit dem Blick füreinander und für unsere Kund*innen. - Flexibel & familienfreundlich: Vollständig mobiles Arbeiten – deutschlandweit aus dem Homeoffice oder im Einsatz vor Ort, flexible Arbeitszeitmodelle, 30 Urlaubstage, die Option auf bis zu sechs Monate Sabbatical und individuelle Unterstützung für Familien. - Gesund & gut versorgt: Starkes Gesundheitsmanagement, Betriebsrestaurants und Barista-Kaffeebars, Sport- und Präventionsangebote sowie vertrauliches und anonymes Beratungsangebot. - Passioniert lernen & wachsen: Seminare, Programme, Sprachkurse sowie E-Learnings zur fachlichen und persönlichen Weiterentwicklung. - Unternehmerisch vorsorgen & absichern: Teilarbeitgeberfinanzierte betriebliche Altersvorsorge ab dem ersten Tag, arbeitgeberfinanzierte betriebliche Krankenversicherung, Gruppenunfallversicherung und Vergünstigungen. - Nachhaltig & zukunftsorientiert: Deutschland-Ticket für rund 25 Euro im Monat, Bike-Leasing, E-Ladesäulen und Möglichkeiten, Nachhaltigkeit aktiv mitzugestalten.

Role Description We are seeking a motivated and knowledgeable Insurance Consultant to assist clients in selecting appropriate insurance products and managing their policies. - Consult with clients to assess their insurance needs and recommend suitable products - Present and explain insurance products clearly including terms, premiums, and benefits - Process new policy applications, renewals, and amendments accurately - Handle client queries, complaints, and claims support professionally - Maintain accurate client records and policy documentation - Achieve individual sales and retention targets consistently - Ensure full compliance with FAIS, FICA, and TCF requirements at all times Qualifications - 2+ years of experience in insurance sales or consulting - RE5 qualification and relevant FAIS credits required - Strong knowledge of short-term or life insurance products - Excellent communication and consultative sales skills - Target-driven with a client-first approach - High level of professionalism and ethical conduct - Ability to work independently in a fully remote environment - NQF Level 4 qualification in Financial Services preferred Requirements - Salary: R22,000/month + commission - 100% Remote

• Perform fact-finding to determine cause(s) and percentage of loss, exercising your best independent judgment in the handling of claims. • Escalate any issues or problems that you can’t resolve to the Area Claims Supervisor. • Convey regulations and interpretation of procedure to claimants, agents, and industry people on claim situations. • Effectively communicate our position on developing industry topics such as new specialty crops or expanding coverage programs. • Continuously expand your knowledge of RMA rules and regulations and ProAg procedures for applying all MPCI, Crop Hail, and Federal Crop Insurance regulations.