Advisor

• Develop a high-quality wealth management practice
• Manage and deepen relationships with an established book of high-net-worth clients
• Understand clients' goals and deliver tailored financial strategies as a fiduciary
• Serve as the primary financial contact for clients
• Navigate complex financial situations and guide clients through and into retirement
• Grow the practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations
• Anticipate client needs
• Apply a thoughtful, creative, and entrepreneurial approach to practice growth

Wealth Management Advisor

• Develop a high-quality wealth management practice
• Manage and deepen relationships with an established book of high-net-worth clients
• Understand client goals and deliver tailored financial strategies while acting as a fiduciary
• Serve as the primary financial contact for clients
• Guide clients through and into retirement
• Grow the practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations
• Anticipate client needs
• Apply a thoughtful, creative, and entrepreneurial approach to practice growth

• Proactively engage with clients on the sales floor to exceed daily and monthly sales targets through suggestive selling
• Manage and grow a personal book of business through daily outreach to existing clients
• Monitor and analyze individual sales performance and adjust strategy to meet business needs and KPIs
• Navigate multiple complex customer journeys from entry to checkout
• Educate clients on the environmental impact of purchases and The RealReal's circular-economy business model
• Provide styling advice using knowledge of luxury brands and trends
• Maintain merchandise replenishment and visual presentation standards
• Execute opening and closing procedures
• Use Salesforce and internal technology tools to track client preferences and streamline sales
• Serve as a primary revenue driver and brand ambassador for The RealReal's retail boutique

Resales Specialist, Client Advisor

• Provide advising support to new and continuing students at Bunker Hill Community College
• Employ a proactive advising model to help students make informed academic, career, and transfer pathway decisions
• Conduct outreach to students who have stopped out and assist with returning to BHCC
• Help students create personalized education, career, and transfer plans using electronic resources
• Match students with relevant Learning Communities
• Assist with registration of new, continuing, and readmitted students
• Use TES software to review unofficial transcripts and determine placement/prerequisite eligibility
• Participate in Start Now enrollment events
• Refer students to faculty/program coordinators regarding course and program content and substitutions
• Assess student needs and provide referrals to appropriate offices and services
• Participate in early-alert outreach

Part-Time Advisor – Advising, LifeMap

• Conduct Retirement Readiness Reviews, individual meetings, and group presentations with targeted participants
• Develop and maintain strategic partnerships with key stakeholders within the assigned territory or employer-sponsored plans
• Conduct one-on-one virtual and on-site group meetings using various technologies
• Manage meeting schedules, including travel booking
• Create and execute business plans and tactics to improve retirement income objectives
• Document interactions in Salesforce and collect information for regulatory compliance
• Achieve plan-level and individual goals and meet service level agreements
• Participate in client meetings, sales finals, and other external meetings as needed
• Collaborate across internal service and management teams to improve effectiveness
• Assist the Relationship Management team in establishing and maintaining stakeholder relationships

Retirement Plan Advisor

• Administer, develop, and improve occupational safety and health programs
• Serve as a technical and internal management partner in preventing injuries and illnesses
• Ensure regulatory compliance and incorporate best practices into Eversource’s safety management system
• Develop, implement, monitor, and assess safety program effectiveness
• Provide program oversight and facilitation to field operations, field safety advisors, and safety vendors
• Provide feedback to Safety Managers and operations management on safety compliance and performance concerns
• Facilitate causal identification for program needs assessments and future program development
• Support Safety Managers with statistical analysis and safety and health program data
• Identify and coordinate resources needed to implement safety and health programs
• Act as Safety Manager in their absence
• Provide storm restoration and emergency assignments, including safety branch director responsibilities within the ICS system and emergency response plan
• Analyze, consult, design, implement, train, present, and coordinate safety initiatives

Senior Advisor, Safety

• Establish, define, and administer regulatory compliance and incident prevention activities for employee, contractor, and public safety
• Promote safe work practices and safe work environments across Electric, Gas, Fleet, Warehouse, and other Operations functions within the assigned region
• Maintain working relationships with operating personnel and advise managers and supervisors on occupational safety
• Train, coach, and perform safety observations for a dynamic, multi-discipline workforce
• Observe workplace behaviors and conditions, coach employees, and provide feedback to management and employees
• Investigate incidents using the incident analysis process and ensure compliance with federal and state regulations
• Follow up on incident improvement plans and assist management in preventing recurrence
• Develop and deliver safety training in partnership with the Training Department
• Advise management on hazard elimination, problem solving, decision making, and recurring safety meetings
• Develop incident prevention and regulatory compliance programs
• Inspect field work locations and Company properties for safe work environments
• Develop relationships with customers throughout the organization
• Develop, revise, and implement work practices, procedures, and safety rules
• Provide emergency support, including mutual aid contractor onboarding and field safety support

Safety Advisor

• Support the National Attest Office by performing engagement quality reviews under PCAOB standards, primarily for SPAC engagements
• Review financial statements, audit workpapers, significant accounting and auditing conclusions, and engagement documentation
• Evaluate compliance with PCAOB standards, SEC reporting and independence requirements, applicable AICPA standards, and Firm policies and procedures
• Coordinate with engagement teams and EQR leadership to communicate review observations and resolve open items
• Support completion of seasonal filing deadlines
• Provide technical input on PCAOB standards, SEC rules and regulations, auditor independence, and Firm consultation requirements
• Document EQR conclusions clearly and consistently
• Identify recurring review themes and communicate quality improvement opportunities to NAO or EQR leadership
• Comply with professional, Firm, confidentiality, time-entry, and audit quality-control requirements
• Attend and engage in meetings and training sessions
• Maintain required CPE for firm and licensing standards