Career Advisor - Part Time

🏢 Summary: Full-time onsite Career Advisor role focused on career counseling, intensive case management, workforce program eligibility, and employment planning within a One-Stop system. The position involves supporting job seekers through training referrals, workshops, reporting, and compliance documentation while meeting program benchmarks. 🗂️ Requirements: High School Diploma or GED, 1+ years of experience in training, counseling, case management, or related services, 1+ years of case management experience, Ability to read and interpret policies and procedures, Proficiency with Microsoft Office, Proficiency with Google Workspace, Ability to work in a dynamic team environment, Strong communication and interpersonal skills, Ability to work with culturally diverse populations, Exceptional time management skills, Excellent verbal and written communication skills, Valid driver's license, Reliable transportation 📃 Skills: Microsoft, Excel, Word, PowerPoint, Google, Docs, Sheets, Drive, Outlook, CaseManagement, DataEntry, WIOA, TANF 🏢 Description: Career Advisor Reports to: Executive Director Career Team is looking to hire a Career Advisor that will perform professional work providing career counseling, intensive case management, and follow-up services. Your Impact on Career Team's Success: - Provide intensive case management services to registered customers within the One-Stop system - Complete intake and eligibility determination for the workforce program - Assess jobseekers' employment and training needs and abilities through interviewing, testing, and other methods - Enter data into and otherwise use and process clients through participant information systems and other required databases - Guide jobseekers through the preparation of individual employment plans (IEP) based on their occupational goals - Counsel clients on available job opportunities, training programs, and other services - Complete Individual Training Account (ITA) vouchers and required training documents - Refer individuals to appropriate services, training programs, or job opportunities and follow up on those activities - Conduct orientation sessions, workshops, job clubs, and other group presentations for clients - Follow policies, procedures, and regulations related to eligibility documentation - Maintain accurate individual case files and required eligibility documentation - Develop comprehensive Individual Employment Plans (IEP) for customers - Provide referral and tracking of eligible customers into contracted programs - Meet and/or exceed program benchmarks - Participate in staff training, meetings, and supervision - Complete all required reports - Other duties and projects as needed This position is expected to be 100% onsite. To Qualify for This Role, You Must Have: - High School Diploma/GED required - 1+ years of work experience combining elements of training, counseling, case management, or related services - 1+ years of case management experience - Ability to read and interpret policies and procedures - 1+ years of computer proficiency in Microsoft Office Suite and Google Suite including Word, Excel, PowerPoint, Google Mail, Google Calendar, Google Docs, Google Sheets, and Google Drive - Ability to work in a dynamic team environment - Strong communication and interpersonal skills - Ability to work with a culturally diverse customer base - Ability to motivate customers toward achieving goals - Exceptional time management skills - Excellent verbal and written communication skills - Valid Driver's License in good standing and reliable transportation Additional Skills/Knowledge: - Bachelor's degree or higher or equivalent combination of education and experience - Experience and knowledge of WIOA and TANF workforce development contracts/programs - Ability to multitask and be proactive Salary: $45,000 Benefits include healthcare, dental, and personal/vacation time. Travel: Position may require local travel on occasion. Career Team is an Equal Opportunity Employer. Employment is contingent upon successful completion of a background check including criminal, employment, and education verification.

🏢 Summary: Full-time Project Director role overseeing workforce development operations, compliance, and strategic program execution in the Dallas/Fort Worth area. The position focuses on managing workforce programs, leading teams, ensuring contract compliance, and driving operational performance across Workforce Solutions initiatives. 🗂️ Requirements: Bachelor's degree or equivalent experience, 3+ years of operational leadership and management experience, 3+ years of experience working in a dynamic team environment, Experience with workforce development programs and protocols, Knowledge of WIOA, TANF, SNAP policies and procedures, Proficiency with Microsoft Office and Google Workspace, Knowledge of the North Central service area, Valid Driver's License, Ability to manage program operations and compliance, Strong organizational and analytical skills 📃 Skills: WIOA, TANF, SNAP, Microsoft, Excel, PowerPoint, Word, GoogleDocs, GoogleSheets, GoogleDrive, GoogleMail, GoogleCalendar 🏢 Description: Career Team is looking to hire a Project Director in the Dallas/Forth Worth area, who will be responsible for overseeing the Workforce Solutions, ensuring and executing the project's overall strategic plan. In this role, the incumbent will practice working knowledge in Workforce Development protocols, which include a basic understanding of the field, core programs, and business plans. As a leader and member of the Corporate Management Team, the Project Director is accountable for ensuring quality and integrity across all workforce functions. Your Impact on Career Team's Success: - Ensure compliance with contract requirements, including adherence to policies and procedures, and program monitoring - Maintain knowledge of WIOA/TANF/SNAP and other program legislation, policies, and procedures - Focus on expenditure rates, ensuring everything is on track without disallowed costs, driving metrics and performance, providing support, coaching front-line staff, and creating service delivery plans for projects - Coordinate the planning and implementation of policies and procedures for continuous improvement and customer satisfaction - Serve as the primary local contact and contract liaison for the Workforce Solutions North Central Workforce Development Board - Lead high-functioning employees to execute the program initiatives while supporting employee growth - Responsible for daily programmatic operations - Conduct regular coaching sessions and annual performance evaluations of the team - Approach each day and task with a "ZAG" mindset - Other duties and projects as needed The Ideal Qualifications for this Position Include: - Bachelor's degree or higher or an equivalent combination of education and experience - 3+ years of experience in operational leadership and management - 3+ years of demonstrated ability working in a dynamic team environment with an aptitude for communication, interpersonal skills to work cooperatively with others, show courteousness, and have a high level of professionalism - 2+ years of experience with computer proficiency in Microsoft Office suite and Google suite including Word, Excel, PowerPoint, Google Mail, Google Calendar, Google Docs, Google Sheets, and Google Drive - Knowledgeable about the 14 county North Central service area - Strong emotional intelligence and ability to lead a team with different working styles - Ability to thrive in a fast-paced environment while maintaining confidentiality and handling personnel matters effectively - Sharp attention to detail with strong organizational, analytical, research, and critical thinking skills - Exceptional time management skills to meet deadlines and work under pressure - Excellent verbal and written communication skills - Valid Driver's License Additional Skills/Knowledge: - Master's or MBA degree - Experience and knowledge of WIOA, TANF, SNAP, Choices, and other workforce development contracts/programs - Bilingual or multilingual - Training in trauma-informed care, evidence-based practice, and/or whole family services Salary: $110,000-$125,000 Job Site: On Site Travel: 35% travel throughout the region, weekly Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements: Employment is contingent upon successful completion of a background check including criminal, prior employment, and education verification.

🏢 Summary: Full-time Project Director role overseeing workforce development operations and strategic execution for the Workforce Solutions North Central Texas project. The position focuses on compliance, program performance, staff leadership, and service delivery improvement within workforce development programs such as WIOA, TANF, and SNAP. Requires operational leadership experience, strong organizational skills, and proficiency with Microsoft Office and Google Workspace tools. 🗂️ Requirements: Bachelor's degree or equivalent experience, 3+ years operational leadership and management experience, 3+ years experience working in dynamic team environments, 2+ years proficiency with Microsoft Office and Google Workspace, Knowledge of WIOA, TANF, SNAP, and workforce development programs, Knowledge of the North Central Texas service area, Valid Driver's License, Ability to travel throughout the region, Strong organizational and analytical skills, Excellent verbal and written communication skills 📃 Skills: WIOA, TANF, SNAP, Word, Excel, PowerPoint, GoogleMail, GoogleCalendar, GoogleDocs, GoogleSheets, GoogleDrive 🏢 Description: Career Team is looking to hire a Project Director who will be responsible for overseeing the Workforce Solutions North Central Texas project, ensuring and executing the project's overall strategic plan. In this role, the incumbent will practice working knowledge in Workforce Development protocols, which include a basic understanding of the field, core programs, and business plans. As a leader and member of the Corporate Management Team, the Project Director is accountable for ensuring quality and integrity across all workforce functions. Your Impact on Career Team's Success: • Ensure compliance with contract requirements, including adherence to policies and procedures, and program monitoring • Maintain knowledge of WIOA/TANF/SNAP and other program legislation, policies, and procedures • Focus on expenditure rates, ensuring everything is on track without disallowed costs, driving metrics and performance, providing support, coaching front-line staff, and creating service delivery plans for projects • Coordinate the planning and implementation of policies and procedures for continuous improvement and customer satisfaction • Serve as the primary local contact and contract liaison for the Workforce Solutions North Central Workforce Development Board • Lead high-functioning employees to execute the program initiatives while supporting employee growth • Responsible for daily programmatic operations • Conduct regular coaching sessions and annual performance evaluations of the team • Approach each day and task with a "ZAG" mindset • Other duties and projects as needed The Ideal Qualifications for this Position Include: • Bachelor's degree or higher or an equivalent combination of education and experience • 3+ years of experience in operational leadership and management • 3+ years of demonstrated ability working in a dynamic team environment with an aptitude for communication, interpersonal skills to work cooperatively with others, show courteousness, and have a high level of professionalism • 2+ years of experience with computer proficiency in Microsoft Office suite and Google suite including Word, Excel, PowerPoint, Google Mail, Google Calendar, Google Docs, Google Sheets, and Google Drive • Knowledgeable about the 14 county North Central service area • Strong emotional intelligence and ability to lead a team with different working styles • A demonstrated ability to thrive in a fast-paced environment while maintaining confidentiality, handling personnel matters effectively, and handling employee and personnel inquiries with sensitivity, tact, and diplomacy • Sharp attention to detail with exceptional organizational, analytical, research, and critical thinking skills, including the ability to perform and complete a high volume of work assignments with speed and accuracy • Exceptional time management skills to meet deadlines and work under pressure • Excellent verbal and written communication skills • A Valid Driver's License Additional Skills/Knowledge Career Team Would Love for This Role: • Master's or MBA degree • Experience and knowledge of WIOA, TANF, SNAP, Choices, and other workforce development contracts/programs • Bilingual or multilingual • Training in trauma-informed care, evidence-based practice, and/or whole family services Salary: $110,000-$125,000 Job Site: On Site Travel: 35% travel throughout the region, weekly Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements: Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position.

🏢 Summary: Hybrid Intake & Eligibility Specialist role focused on workforce program intake, eligibility determination, case documentation, and participant support for WIOA, TANF, and SNAP services. The position requires strong administrative accuracy, data entry skills, and experience working with diverse populations in a fast-paced environment. 🗂️ Requirements: High school diploma or equivalent, Computer literacy, MSWord, Excel, Ability to learn specialized databases and software systems, Strong attention to detail, Knowledge of community resources, Strong oral and written communication, Time management, Customer service, Organizational skills, Ability to maintain confidentiality, Ability to work with culturally diverse populations, Valid driver's license 📃 Skills: WIT, MSWord, Excel, Databases, DataEntry, Documentation, Reporting 🏢 Description: Career Team is looking to hire an Intake & Eligibility Specialist who will serve as the first point of contact for jobseekers and community members entering workforce services. This role is responsible for completing intake, determining program eligibility, and ensuring that each participant file contains accurate and complete documentation in accordance with contract requirements. Work is performed under the supervision of the Program Manager. Your Impact on Career Team's Success: - Serve as the first point of contact for community members and jobseekers interested in WIOA, TANF, and SNAP workforce services - Complete intake and eligibility determination for assigned workforce programs - Collect, verify, and document all required eligibility information in accordance with Federal, State, local, and corporate policies - Enter data into WIT and process applicants through any participant information system as required - Maintain accurate individual case files in WIT, assuring each file contains all required eligibility documents and meets compliance requirements - Schedule appointments and refer eligible participants to the appropriate Career Advisor or program - Provide clear information to applicants regarding program services, requirements, and next steps - Follow all policies, procedures, and regulations related to eligibility documentation - Support orientation sessions and other group presentations for new participants - Maintain a high level of accuracy and confidentiality in handling participant information - Complete all required reports within the data management system - Approach each day and task with a "ZAG" mindset - Other duties and projects as needed This position is expected to be a HYBRID position. The selected candidate will be required to work onsite as well as remotely. To Qualify for This Role, You Must Have: - High school diploma or equivalent required, with an Associate's or Bachelor's degree or equivalent combination of education and experience preferred - Strong attention to detail and the ability to follow detailed documentation requirements with accuracy - Strong communication skills and knowledge about community resources - Must be computer literate with MS Word and Excel skills at minimum, and the ability to learn specialized databases and software systems - Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive - Excellent interpersonal, time management, customer service, and organizational skills, with strong oral and written communication - A demonstrated ability to thrive in a fast-paced environment while maintaining a high level of confidentiality - A Valid Driver's License Additional Skills/Knowledge Career Team Would Love for This Role: - Bilingual or multilingual - Knowledge of WIOA, TANF, and SNAP eligibility requirements - Strong multitasking abilities and a proactive approach to tasks - Training in Trauma Informed Care, evidence-based practice, and/or whole family services Salary: $48,000 - $52,000/yr Travel: As Needed Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position. California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees.

🏢 Summary: Full-time onsite Youth Career Advisor role providing career counseling, case management, and WIOA program services to young adults, including eligibility determination, employment planning, data entry, and compliance reporting within a state system. 🗂️ Requirements: Bachelor's degree or equivalent combination of education and experience, Knowledge of WIOA program requirements, Experience with intake, eligibility determination, and case management, Ability to maintain compliance documentation in state systems, Proficiency in MS Word and MS Excel, Ability to learn and use specialized databases and software systems, Valid Driver's License, Ability to work onsite and travel within Snohomish County, Strong analytical and problem-solving skills, Ability to meet program benchmarks and reporting deadlines 📃 Skills: WIOA, MSWord, Excel, Databases, DataEntry, Reporting, CaseManagement, WorkforceSystems 🏢 Description: TITLE: Youth Career Advisor REPORTS TO: WIOA Program Lead Career Team is looking to hire a Youth Career Advisor who will perform professional work providing career counseling, intensive case management, and follow-up services to young adults eligible for the WIOA program. Work is performed under the supervision of the WIOA Program Lead. Your Impact on Career Team's Success: Provide information and case management services to community members interested in WIOA Youth services Complete intake and eligibility determination for workforce programs Assess career seekers' employment, abilities, and training needs through interviewing, testing, and other methods Serve as a liaison between workforce development programs and community partners and resources Offer all youth participants the required 14 Youth Program Elements as part of your case management Create and foster relationships with area juvenile justice centers and school districts Enter data into state system and process clients through any participant information system as required Guide career seekers through the preparation of individual employment plans (IEP) based on their specific occupational or education goals Stay on top of labor market trends and best practices in career and training paths Advise youth on available job and education opportunities, training programs, and other services Refer individuals to appropriate services, training programs, or job opportunities and follow up on those activities Conduct orientation sessions, workshops, job clubs, and other group presentations for youth Follow all policies, procedures, and regulations related to eligibility documentation Maintain accurate individual case files in state system for each registered customer ensuring that each file contains all required eligibility documents and meets compliance requirements Meet and/or exceed program benchmarks Participate in all staff-related events as required including but not limited to training and team meetings Complete all required reports within the data management system Approach each day and task with a solutions-oriented and responsive mindset This position is expected to be 100% onsite. The selected candidate will be required to work onsite at the listed location and within the community. To Qualify for This Role, You Must Have: Bachelor's degree or higher or an equivalent combination of education and experience Strong communication skills and knowledge about community resources Possess strong analytical and problem-solving skills, with the ability to make well-thought-out decisions Must be computer literate and have MS Word and Excel skills at minimum, and the ability to learn specialized databases and software systems Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive Strong business acumen Ability to motivate youth towards achieving goals Ability to meet and exceed set goals and objectives Excellent interpersonal, time management, customer service, organizational skills, and communication skills, both oral and written required Knowledgeable about the WIOA program and other workforce program requirements A demonstrated ability to thrive in a fast-paced environment while remaining flexible, proactive, resourceful, and efficient in maintaining a high level of confidentiality Exceptional time management skills to meet deadlines and work under pressure A Valid Driver's License Salary: $54,500 - $57,000/yr Salary is commensurate with education and experience. Career Team offers a competitive benefits package including healthcare, dental, and personal/vacation time. Travel: Travel for this role is primarily limited to necessary trips within Snohomish County to support career seekers. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position.

🏢 Summary: Full-time onsite Training Coordinator role responsible for delivering workforce development training services, coordinating with training providers, supporting participant assessments, and ensuring compliance with WIOA program requirements. The position focuses on guiding participants through training opportunities, maintaining accurate documentation in state systems, and tracking performance outcomes. This role requires strong analytical skills, proficiency in MS Office, and the ability to manage data and reporting within specialized databases. 🗂️ Requirements: Bachelor's degree or equivalent combination of education and experience, Knowledge of WIOA program requirements, Proficiency in MS Word and Excel, Ability to use and learn specialized databases and software systems, Computer literacy, Valid Driver's License, Ability to work onsite 100%, Ability to maintain detailed documentation in state systems of record, Strong analytical and problem-solving skills 📃 Skills: MSWord, Excel, Databases, Software, WIOA 🏢 Description: TITLE: Training Coordinator REPORTS TO: Project Director Career Team is looking to hire a Training Coordinator who will be responsible for providing customer-centered services designed to educate, enhance and provide workforce development training services to program participants. Work is performed under the supervision of the Project Director. Your Impact on Career Team's Success: - Serve as a primary liaison with training providers to develop new and nurture existing provider partnerships that grow education and training opportunities for participants - Educate participants to the advantages of training and upskilling to broaden employment opportunities and enhanced career path options - Ensure approved and current information regarding the Eligible Training Provider's List is available to program participants and staff - Maintain and disseminate approved vendor information and performance outcomes to staff and participants as appropriate - Facilitate group and individual assessment, eligibility and training information sessions for program participants to explore potential training opportunities - Participate in the assessment of participant marketability skills to determine training suitability and facilitate appropriate referral - Review participant training needs, industry hiring patterns and high priority occupations to assist with career exploration and the identification of aligned career pathways - Assist with the completion and review of individual training account packets to ensure all necessary documents are present and in compliance with training requirements - Provide timely reports for Career Advisors to include pipeline of potential training candidates, available training programs, and training providers - Consult with Career Advisors as to support services necessary to achieve optimal outcomes - Maintain detailed documentation of all contacts in the state's system of record per contact requirements - Support off-site events - Track progress for individual and team targets using appropriate platforms and databases - Meet and/or exceed program benchmarks - Participate in all staff-related events as required This position is expected to be 100% onsite. The selected candidate will be required to work onsite at the listed location. To Qualify for This Role, You Must Have: - Bachelor's degree or higher or an equivalent combination of education and experience - Strong communication skills and knowledge about community resources - Strong analytical and problem-solving skills with the ability to make well-thought-out decisions - Computer literacy including MS Word and Excel skills at minimum, and the ability to learn specialized databases and software systems - Ability to work in a variety of settings with a culturally diverse customer base - Ability to work in a dynamic team environment with excellent teamwork and interpersonal skills - Ability to motivate participants towards achieving goals - Ability to meet and/or exceed set goals and objectives - Excellent interpersonal, time management, customer service, organizational, and written and oral communication skills - Knowledgeable about the WIOA program and other workforce program requirements - Ability to thrive in a fast-paced environment while maintaining confidentiality - Exceptional time management skills to meet deadlines and work under pressure - A Valid Driver's License Additional Skills/Knowledge: - Knowledge of the local region and relevant partners - Bilingual or multilingual Salary: $54,500 - $57,000/yr Salary is commensurate with education and experience. Career Team offers a competitive benefits package including healthcare, dental, and personal/vacation time. Travel: Travel for this role is primarily limited to necessary trips within Snohomish County to support career seekers. Background Check Requirements: Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status or continued employment.

🏢 Summary: Full-time onsite Workshop Facilitator role responsible for delivering career readiness workshops, service orientations, and Career EDGE training both in person and virtually across Ventura County. The position focuses on customer triage, workshop development, participant support, and providing technology assistance to job seekers. Includes local travel and offers a comprehensive benefits package. 🗂️ Requirements: Associate's degree or equivalent combination of education and experience, Personal computer literacy, Proficiency in Microsoft Office (Word, Excel, Outlook), Ability to facilitate in-person and virtual workshops, Experience with online assessments and computer assistance, Valid Driver's License, Ability to travel locally up to 30% 📃 Skills: Microsoft, Word, Excel, Outlook, Internet, Email, VirtualTraining, Presentations, OnlineAssessments 🏢 Description: Career TEAM is looking to hire a Workshop Facilitator to provide service orientations, career readiness workshops, and Career EDGE training for residents in Ventura County, both in person and virtually. This position is 100% onsite at locations throughout Ventura County, CA. Career Team also offers a competitive package including: 401k with a generous employer match; medical, dental, and vision insurance with an employee-sponsored HSA on any qualifying plans; disability insurance; and supplemental insurance. Your Impact on Career TEAM's Success: Responsible for creating workshop schedules and inviting partners to present (based on the needs of participants); Facilitate in person orientation and virtual orientations weekly; Ability to learn and present Career Edge to the community and partners; Serve as the Career EDGE champion, providing local staff with EDGE certification training; Serve as a client advocate to provide direction and support by creating and monitoring processes that will ensure client success in the learning environment; Build fresh workshop curriculum based on customer need and AJCC customer surveys; Engage clients by discussing the range of available services and the potential benefits; Assist customers with computers and assessments online; Customer triage to ensure customers' needs are met and exceptional customer service is given; Greet visitors warmly and make sure they are comfortable; Deliver presentations both in-person and virtually; Serve as backup to the receptionist as needed; Other duties and projects as needed. To Qualify for This Role, the Ideal Qualifications Include: Associate's degree or higher or an equivalent combination of education and experience Ability to listen to customers, analyze expressed needs, and use good judgment in suggesting solutions or next steps Familiarity with office machines (e.g. fax, printer, etc.) Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive Experience in Career Services and Recruiting is considered extremely valuable Strong problem-solving skills and proven ability to multi-task Personal computer literacy required, including effective use of the Internet, e-mail, and Microsoft Office (Word, Excel, and Outlook) Must be able to keep current on training subjects and industry trends Excellent interpersonal, customer service, and organizational skills Exceptional time management skills to meet deadlines and work under pressure Excellent verbal and written communication skills A Valid Driver's License Salary: $50,000 - $55,000/yr. Salary is commensurate with education and experience. Travel: Position may require local travel up to 30% of the time. The selected candidate will be required to travel periodically to locations throughout the county for in person workshops. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status.

🏢 Summary: Virtual Intake & Eligibility Specialist role supporting workforce program applicants through intake, eligibility verification, documentation, and case management processes. The position involves working with WIOA, TANF, and SNAP programs, maintaining accurate participant records, and using data systems to ensure compliance with federal and state requirements. 🗂️ Requirements: High school diploma or equivalent, Computer literacy with MS Word and Excel, Ability to learn specialized databases and software systems, Strong attention to detail, Knowledge of community resources, Strong oral and written communication skills, Excellent organizational and time management skills, Ability to maintain confidentiality, Ability to work with culturally diverse populations, Valid Driver's License 📃 Skills: Word, Excel, WIT, WIOA, TANF, SNAP 🏢 Description: TITLE: Intake & Eligibility Specialist (VIRTUAL) REPORTS TO: Participant Engagement Manager Career Team is looking to hire an Intake & Eligibility Specialist who will serve as the first point of contact for jobseekers and community members entering workforce services. This role is responsible for completing intake, determining program eligibility, and ensuring that each participant file contains accurate and complete documentation in accordance with contract requirements. Work is performed under the supervision of the Program Manager. Your Impact on Career Team's Success: - Serve as the first point of contact for community members and jobseekers interested in WIOA, TANF, and SNAP workforce services - Complete intake and eligibility determination for assigned workforce programs - Collect, verify, and document all required eligibility information in accordance with Federal, State, local, and corporate policies - Enter data into WIT and process applicants through any participant information system as required - Maintain accurate individual case files in WIT, assuring each file contains all required eligibility documents and meets compliance requirements - Schedule appointments and refer eligible participants to the appropriate Career Advisor or program - Provide clear information to applicants regarding program services, requirements, and next steps - Follow all policies, procedures, and regulations related to eligibility documentation - Support orientation sessions and other group presentations for new participants - Maintain a high level of accuracy and confidentiality in handling participant information - Complete all required reports within the data management system - Approach each day and task with a "ZAG" mindset - Other duties and projects as needed This position is expected to be 100% Virtual. To Qualify for This Role, You Must Have: - High school diploma or equivalent required, with an Associate's or Bachelor's degree or equivalent combination of education and experience preferred - Strong attention to detail and the ability to follow detailed documentation requirements with accuracy - Strong communication skills and knowledge about community resources - Must be computer literate with MS Word and Excel skills at minimum, and the ability to learn specialized databases and software systems - Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive - Excellent interpersonal, time management, customer service, and organizational skills, with strong oral and written communication - A demonstrated ability to thrive in a fast-paced environment while maintaining a high level of confidentiality - A Valid Driver's License Additional Skills/Knowledge Career Team Would Love for This Role: - Bilingual or multilingual - Knowledge of WIOA, TANF, and SNAP eligibility requirements - Strong multitasking abilities and a proactive approach to tasks - Training in Trauma Informed Care, evidence-based practice, and/or whole family services Salary: $48,000 - $52,000/yr Travel: As Needed Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position.

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate, and portfolio management while allowing advisors to focus primarily on client needs and retention. Hybrid work schedule with competitive compensation, benefits, and growth opportunities. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Knowledge of financial planning, investments, tax, and portfolio analysis, Understanding of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Portfolio, AssetAllocation, Compliance, FinancialPlanning, Insurance 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. The role allows advisors to focus exclusively on clients while utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. Advisors are supported by a technology platform and experts in portfolio management, financial planning, tax, estate planning, and related services. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze financial situations, and develop recommendations aligned with defined objectives - Communicate complex financial solutions using strong relationship-building and interpersonal skills - Ensure client retention through meaningful long-term relationships and implementation of appropriate financial solutions - Leverage solutions including tax, estate planning, insurance, and related services to provide comprehensive client offerings - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution preferred in Business, Economics, Accounting, or Finance - Master's degree is a plus Experience: - 7-10 years of related experience as an Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant Certifications/Licenses: - Certified Financial Planner (CFP) designation required or equivalent designation including ChFC, PFS, CFA, or CIC - Series 65 required unless exempt through qualifying designation in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Ability to present investment, finance, and tax planning solutions effectively to clients - Knowledge of the economic landscape and its impact on clients and the firm - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and entrepreneurial mindset preferred - Understanding of investments, ISG, asset allocation, and portfolio analysis - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: - Business hours Monday through Friday Working Conditions: - Hybrid schedule with remote and office work in a professional office environment - Standing and sitting with assigned workstation Compensation: - Total expected cash compensation range: $170,000 - $210,000 USD Benefits: - Company-paid life and disability insurance - Supplemental insurance options - Medical, dental, and vision plans - Health Savings Account with company contributions - Dependent care savings account - 14 company-paid holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid parental leave - Adoption assistance reimbursement - Concierge services for caregiving and personal support - 401(k) retirement plan with company match - Pet insurance - Personalized financial planning services at preferred employee pricing

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate planning, insurance, and portfolio management while using financial planning technology to deliver tailored solutions. Hybrid work schedule with competitive compensation, bonus potential, and extensive employee benefits. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Advanced knowledge of financial planning, investments, and financial products, Understanding of compliance and regulatory requirements, Ability to perform asset allocation and portfolio analysis, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Insurance, Portfolio, AssetAllocation, Compliance, PlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties - Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. - Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. - Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions. - Leverages broad solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to clients. - Ensures adherence to compliance and regulatory policies as well as company standards of client care. - Acts as a fiduciary, placing client interests and outcomes first. Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) - Master's degree a plus Experience: - 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required - Acceptable alternatives: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) - Series 65 required unless exempt in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Superior communication skills with the ability to present investment, finance, and tax planning solutions - Advanced knowledge of the economic landscape and its impact on clients - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and experience preferred - Entrepreneurial mindset with positive attitude - Strong understanding of investments and ability to perform asset allocation and portfolio reviews - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation: Total expected cash compensation range: $170,000—$210,000 USD. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Multiple medical plans including HDHP and co-pay plans - Health Savings Account (HSA) with company contributions - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify.