The Financial Advisor Trainee learns to build an individual practice through the Advisor Mastery Program, balancing client development, sales activities, and compliance. Responsibilities include managing client relationships, developing a book of business, and completing necessary training and licenses.

Lead Workday governance, roadmap, and end-to-end delivery of HR system enhancements. Combine project management and business analysis to elicit requirements, design Workday solutions, manage risks, coordinate testing and deployment, and drive stakeholder alignment and adoption across HR, IT, and business partners.