Title: Associate Wealth Advisor Location: Chicago, IL Job Description: Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities - Develop, revise, and present financial plans through planning software - Knowledge of tax, estate, and insurance planning - Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy - Create holistic investment strategy for each client, monitor risk tolerance over time as needed - Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. - Mastery of technology stack offered, including CRM system and custodian websites - Resource and collaboration with other Associate Wealth Advisors (AWAs) - Ability to independently lead client communications and interactions - Diligent recording of client communication and information within client relationship management platform - Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service - Complete client billing reviews and ensure compliance for the advisory team - Engage in advisory team business planning efforts and actively support the firm’s strategic priorities - The ability to meet with clients in person. Some travel may be required Qualifications - Bachelor’s Degree - Series 65 or equivalent within 120 days of employment - 2+ years of financial service experience - Strong interpersonal skills; team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Excellent analytical skills and attention to detail - Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1

Title: Corporate Counsel - Financial Services Location: Charlotte, NC US Fort Mill, SC US Job Description: Daimler Truck Financial Services USA LLC (DTFS) is seeking an experienced Corporate Counsel with a strong background in financial services and commercial lending to support our captive finance business for the Daimler Truck North America family of brands (which include Freightliner, Western Star, and Thomas Built Bus). This role is ideal for an attorney who has spent meaningful time in a financial services–focused environment, whether in-house at a financial services organization or captive finance company, at a bank supporting captive finance, or at a law firm advising captive finance or commercial lending clients. As Corporate Counsel, you will serve as a key legal partner to DTFS business leaders, providing strategic and practical advice across the full lifecycle of commercial finance, secured lending, and customer-facing financial products. You will work closely with cross functional teams—including credit, risk, operations, IT, compliance, and commercial leadership—to enable business objectives while managing regulatory, contractual, and operational risk. DTFS is the captive finance provider for Daimler Truck North America, supporting dealers and customers through innovative financing solutions for commercial trucks, fleets, and related services. This role offers a unique opportunity to work deeply embedded in a sophisticated captive financial services organization, while partnering with a global brand and a growing North American business. Posting Information We provide a scheduled posting end date to assist our candidates with their application planning. While this date reflects our latest plans, it is subject to change, and postings may be extended or removed earlier than expected. We Take Care of Our Team Benefits include annual variable pay bonus program; eligible for the use of a company vehicle; 401k company contribution with company match up to 6% as well as non-elective company contribution of 3 - 7% depending on age.; starting at 4 weeks paid vacation; 15 calendar holidays; 8 weeks paid parental leave; employee assistance program; comprehensive health care plans and wellness programs; onsite fitness (at some locations); tuition assistance and volunteer paid time off; short-term and long-term disability plans. What You Drive at DTFS Transactional & Project Support - Provide legal guidance for key DTFS projects and initiatives. - Serve as a consultant on joint ventures designed to maintain DTFS’ position as a leader in the trucking industry. - Deliver general transactional legal advice and training to business teams. - Conduct legal research for transactions and projects, coordinating with outside counsel as needed. - Assist with dealer and fleet workouts, including drafting modification, forbearance, and related agreements, and conducting loan reviews for troubled accounts. Regulatory & Legal Compliance - Support regulatory compliance efforts, including tracking developments, coordinating with outside counsel, and assessing applicability to DTFS business models. - Advise on general regulatory matters such as credit disputes, FCRA, and ECOA. - Collaborate with the Local Compliance Officer to ensure alignment on group compliance topics. - Supervise license renewal processes, respond to state examinations and audits, and address licensing issues. Litigation & Risk Management - Manage defensive litigation matters and oversee outside counsel engagement. - Provide legal support on data protection and information security, advising on risk mitigation and regulatory compliance. - Partner with the business in implementing credit policies that minimize financial loss. Operational Legal Support - Advise the business in the development of innovative dealer programs and new systems to meet the needs of dealers and to facilitate their servicing customers. - Review and revise legal documents, policies, and procedures for compliance and accuracy. - Support Procurement with vendor contract review and related matters. - Provide general support for dealer and fleet documentation, including occasional customization and negotiation with customer or dealer legal counsel. - Support Client Services, Collections, and Remarketing teams by preparing legally required documents and advising on escalated customer issues. - Provide support for payment-related issues and products (AutoPay, DT Pay), including refunds, dispute resolution, and escalations. Knowledge of NACHA rules desired. - Evaluate legal and business considerations to identify practical solutions that meet minimum legal requirements while supporting strategic objectives across a variety of projects. (weekly) (who impacted: various departments). - Exercise sound legal judgment in assessing potential liability, determining appropriate responses to complaints and litigation, and advising on vendor contracts and procurement matters to ensure balanced risk management and business alignment. (weekly) (who impacted: various departments). - Serve as a global legal advisor, exercising judgment in cross-border projects involving headquarters in Germany, service centers in Mexico and operations in Canada, ensuring legal alignment and adding strategic value in an international operating landscape. (at least monthly) (who impacted: HQ, NASC, global project coordinators). Knowledge You Should Bring - Juris Doctor degree. - Licensed attorney. - Minimum of 8 years of work experience. - Minimum of 5 years of experience with a law firm or company doing commercial transactional work. Exceptional Candidates Might Have - Strong knowledge of the Uniform Commercial Code (UCC), particularly as it applies to commercial lending and secured transactions (Article 9). - Proficiency in legal research and analysis, with the ability to synthesize complex information and provide practical guidance. - Experience in commercial lending, transactional work, and financial services law. - Ability to stay current on legal developments affecting commercial lending and financial services through ongoing training and professional development. - Excellent judgment and decision-making skills, especially in areas involving litigation, risk management, and vendor contracting. - Effective communicator with the ability to collaborate across departments and in a global business environment. - Excellent research skills with proficiency in online legal research (WestLaw, etc.) Where We Work This position is open to applicants who can work in (or relocate to) the following location(s)- Charlotte, NC US, Fort Mill, SC US. Relocation assistance for this position is available when the selected candidate meets eligibility criteria. Schedule Type: Hybrid (4 days per week in-office / 1 day remote). This schedule builds our #OneTeamBestTeam culture, provides an unparalleled customer experience, and creates innovative solutions through in-person collaboration. Daimler Truck Financial is the captive financial services provider for the Daimler Trucks North America family of commercial vehicle products, including Freightliner Trucks, Western Star, SelecTrucks, Sprinter Vans, Thomas Built Buses and Fuso. We have specialized in financing commercial vehicles for more than 40 years. This proven experience gives us critical insights into helping businesses overcome challenges unique to the trucking industry. Additionally, we offer a range of financing solutions that can be customized to meet each individual business's needs, from owner-operators to large fleet managers and nearly every venture in-between. To achieve our goal of being the first-choice provider of vehicle financial products and services that support our brands, dealers and customers, we are looking for talented, diverse and inspired people with the skills, experience and innovative spirit to provide a first-class experience at every turn. We are committed to providing a great workplace environment that fosters a culture of openness, support and camaraderie. Our employee programs and benefits are reflective of our values and are designed to promote growth, balance and wellness in many aspects of your career and life. Daimler Truck Financial Services is committed to workforce inclusion and providing an environment where equal employment opportunities are available to all applicants and employees without regard to race, color, sex (including pregnancy), religion, national origin, age, marital status, family relationship, disability, sexual orientation, gender identity and expression (including transgender and transitioning status), genetic information, or veteran status.

• Collect and input clients’ financial situation in financial planning software • Support wealth management research, trading, performance tracking • Prepare for client meetings (deliverables, portfolio review, illustrations and opportunities) • Assist in new business processing and tracking • Deliver superior client services including initiating and editing client communications and overall support to advisors • Monitor compliance requirements and complete special projects and other duties as assigned

Facilitate online instructional programs by conducting web conferencing sessions, providing timely feedback on assignments, and maintaining regular communication with students to ensure academic success and engagement.