• Support project teams in executing AI-related tasks, documentation, analysis, and implementation activities. • Prepare presentations and supporting materials to communicate information clearly to a variety of audiences. • Contribute effectively within a team environment while supporting client and internal project needs. • Maintain certifications and licenses required for the assigned area of expertise. • Use applicable technology proficiently to complete assigned responsibilities and support project delivery. • Communicate professionally in writing and verbally with internal and external stakeholders. • Travel as needed based on client and business requirements.

Role Description As an Investment Advisor on the Inbound Advisor team, you’ll play a pivotal role by delivering financial strategies to help individuals achieve their goals. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. If you have the heart of a teacher, perseverance, and compassion, this may be an opportunity for you! - Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores. - Take inbound calls and review financial goals to uncover needs and opportunities; provide consultative mentorship to empower action and support achievement of the client’s personal financial goals. - Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning. - Ability to engage with clients over the phone & conduct goal-based conversations; accurately & efficiently resolve client issues. - Optimally handle time, client inflows, and processes while adhering to a set schedule within the engagement center. Qualifications - Bachelor’s degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning, or related field. - Outstanding customer service experience and strong desire to help people. - Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals. - Proficiency and/or experience working with computer-based tools for account management. - Possess the Series 65 or Series 66 securities license or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment. Requirements - Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,700 - $67,600. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. - Your recruiter can share more about the specific benefits eligible for this role during the hiring process. Company Description Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. - Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30). - Support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. - Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. - Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

Role Description Sie beraten gerne Menschen, möchten aber nicht ständig gegen Rückverrechnungen, Provisionsverluste oder unzufriedene Kunden kämpfen? Dann sollten wir miteinander sprechen. Wir glauben, dass erfolgreiche Energieberatung anders funktioniert. Nicht mit kurzfristigen Abschlüssen. Nicht mit Produkten, die morgen schon wieder überholt sind. Sondern mit ehrlicher Beratung und Lösungen, die Kunden wirklich weiterbringen. Deshalb suchen wir Menschen, die mehr wollen als nur Verträge zu vermitteln. Ob Sie bereits Erfahrung in der Energiebranche haben oder als Quereinsteiger einen Neuanfang suchen – wir begleiten Sie Schritt für Schritt. - Sie beraten Privat- und Geschäftskunden rund um das Thema Energieoptimierung. - Sie analysieren bestehende Energieverträge und zeigen individuelle Einsparmöglichkeiten auf. - Sie begleiten Ihre Kunden vom ersten Gespräch bis zur passenden Lösung. - Sie bauen langfristige Kundenbeziehungen auf und pflegen diese nachhaltig. - Sie organisieren Ihre Termine eigenverantwortlich und gestalten Ihren Arbeitsalltag flexibel. - Sie entwickeln sich durch unsere Schulungen kontinuierlich weiter. Qualifications - Wichtiger als ein perfekter Lebenslauf sind für uns Persönlichkeit, Ehrlichkeit und Lernbereitschaft. - Freude am Umgang mit Menschen. - Bereitschaft zur beruflichen Weiterentwicklung. Benefits - Umfassende Einschulung – wir begleiten Sie von Anfang an. - Ehrliche und partnerschaftliche Zusammenarbeit. - Flexible Arbeitszeiten, die sich Ihrem Leben anpassen. - Attraktive Verdienstmöglichkeiten mit Entwicklungspotenzial. - Persönliche Unterstützung statt anonymem Massenvertrieb. - Ein starkes Team, das sich gegenseitig unterstützt. - Eine Tätigkeit mit Sinn – Sie helfen Ihren Kunden, Energiekosten nachhaltig zu optimieren. - Wir investieren nicht nur in unsere Kunden, sondern auch in die Menschen, die mit uns arbeiten. - Langfristiger Erfolg entsteht durch Vertrauen, Wertschätzung und gemeinsame Entwicklung. - Selbstständige Tätigkeit mit attraktiven, leistungsorientierten Verdienstmöglichkeiten. - Die angegebene Einkommensspanne stellt eine Orientierung dar und ist abhängig von Ihrem persönlichen Engagement und Geschäftserfolg.

• Design, deploy, configure, and optimize Cohesity backup and recovery solutions. • Perform installation, upgrades, patching, troubleshooting, and health checks for Cohesity clusters. • Configure backup policies, replication, archival, disaster recovery, and Instant Mass Restore capabilities. • Integrate Cohesity solutions with: - VMware vSphere - Microsoft Hyper-V - Windows Server - Linux environments • Perform backup validation and recovery testing. • Troubleshoot backup failures, performance issues, and storage utilization challenges. • Implement ransomware protection strategies and immutable backup best practices. • Support Backup and Recovery Appliance (BURA) environments and enterprise storage platforms. • Develop technical documentation, architecture diagrams, and operational procedures. • Collaborate with system administrators, cybersecurity teams, project managers, and government stakeholders. • Provide knowledge transfer and customer training.