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Job Description Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel’s structured financial planning process, and stewarding long-term client relationships. The role centers on conducting high-quality first discovery meetings, confidently leading second meetings where planning recommendations are presented and decisions are made, and maintaining ongoing relationships through annual reviews. Advisors spend their time in client meetings (typically 2–3 per day once fully onboarded), preparing and documenting financial plans, and maintaining precise records to meet regulatory and firm standards. Success in the role requires adherence to Sentinel’s process and language, exceptional communication and listening skills, emotional intelligence, and a calm, professional presence that builds trust and long-term confidence with clients. Job-type: Full-time Compensation: Base plus bonus and commission structure (negotiable based on experience) Role Definition & Operating Standard Role Purpose A Sentinel Advisor is the primary steward of the client relationship, and the embodiment of the Sentinel standard. The role is not transactional sales. It is structured guidance, disciplined execution, and client stewardship delivered with empathy, confidence, and precision. We worry about tomorrow, so our clients may enjoy today. The advisor’s mandate is simple and rigorous: • Educate with clarity and conviction, • Lead through process, with evidence and expertise, • Prompt action decisively when appropriate, • Maintain trust through informed stewardship This role exists to build enduring client relationships, not short-term returns. Core Client Responsibilities • A Sentinel Advisor is responsible for executing the Sentinel client journey to standard:, • Deliver the Sentinel Seminar / Education (where applicable), • Teach Sentinel’s philosophy and approach, as designed, • Establish trust, credibility, and authority through clarity and consistency, • Create the conditions for qualified engagement, • Conduct a world-class introductory meeting, • Deep discovery, listening, and data gathering, • Minimal product discussion, • Demonstrate empathy, composure, and integrity, • Assess mutual fit and client mindset, • Lead the second meeting and close, • Present a clear, structured financial plan, • Guide decision-making with confidence and calm authority, • Close aligned clients decisively, politely, and professionally Ongoing Client Stewardship • Annual reviews conducted to Sentinel standards, • Maintain trust, relevance, and long-term planning alignment, • Act as a lifelong advisor, not a one-time salesperson, • Understand the evolving needs of the client, • Support critical decision making through ongoing and effective communication Day-to-Day Operating Reality Phase 1: Immersion & Mastery (First 6–8 Months) • Full immersion in Sentinel’s process, language, tools, and standards, • Product and planning education across AUM, annuities, insurance, and pensions, • Learning to think, speak, and operate the Sentinel way, • This phase is intentionally demanding and requires humility and discipline, this is about character beyond qualifications Phase 2: Production & Client Leadership • Client meetings (typically 2–3 per day when active), • Writing and refining financial plans, • Ongoing documentation, compliance, and record-keeping, • Active participation in team collaboration and growth initiatives Non-Negotiable Responsibilities • Mastery of Sentinel’s process and language, • Precise compliance documentation and detailed meeting notes, • Same-day responsiveness to clients and internal communication, • Calendar discipline: punctuality, preparation, and follow-through, • Flexibility and team-first mindset, • Personal accountability for outcomes What Defines an Exceptional Sentinel Advisor Values & Character • Loyalty and honesty above all else, • Empathy without emotional fragility, • Calmness under pressure, • Assure self-confidence without ego or arrogance, • Humility, professionalism, and personal discipline Behavioral Standards • Follows the Sentinel standard, and takes pride in them, • Willingness to unlearn prior “sales” conditioning, • Learns a new professional language and uses it precisely, • Listens deeply; to what is said and what is not said, • Handles conflict with maturity and emotional intelligence Professional Presence • Polished, appropriate appearance, • Clear, articulate communicator, • Leads conversations without dominating them, • Commands respect through competence and composure Mindset • Self-starter with the ability to actively look for opportunity when needed, • Sees the big picture: building a firm, a team, and a legacy, • No tolerance for corporate politics or transactional behavior, • Puts their clients and their colleagues before themselves Education & Licensing Requirements • Series 65 (required), • Life & Health Insurance License (required), • Bachelor’s degree preferred; Master’s degree advantageous, • Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent) Licensing can be obtained, but doing so extends the ramp-up period by approximately 45–60 days. The Sentinel Standard This role is not suitable for individuals seeking autonomy without accountability, shortcuts, or personal reinterpretation of process. Sentinel Advisors operate within a defined standard; because this standard is what protects clients, the firm, and long-term value. Those who thrive here become trusted stewards of families’ financial futures and foundational builders of a growing, principled firm.

Job DescriptionService an Established Client Base. Build Your Own Future. Centurion Wealth Management is a growing financial planning and wealth management practice dedicated to helping individuals, families, and business owners achieve financial confidence through personalized advice and exceptional service. We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor with approximately 3+ years of experience who is looking to deepen client relationships, expand their planning expertise, and build a successful long-term career within an established practice. Unlike many advisor opportunities that require you to start from scratch, this position includes responsibility for servicing approximately 50 existing client households while providing the opportunity to grow and develop your own book of business over time. The position may be structured as either a W-2 employee or 1099 independent contractor, depending on the candidate's goals and preferences. Position Summary The Associate Financial Advisor works closely with the Lead Advisor to deliver an exceptional client experience and provide ongoing financial planning, investment, and relationship management support. This individual will serve as the primary contact for assigned client relationships, participate in client meetings, coordinate planning recommendations, and ensure timely execution of client service needs. The Advisor will have the opportunity to develop trusted client relationships, gain experience working with more complex planning situations, and grow their own client base within a supportive and well-established practice. Key Responsibilities Client Relationship Management • Serve as the primary advisor for approximately 50 existing client households., • Build and maintain strong client relationships through proactive communication and exceptional service., • Conduct client review meetings and address routine planning and investment-related questions., • Identify opportunities to enhance client relationships and improve overall client outcomes., • Ensure all client requests and service needs are completed accurately and efficiently. Financial Planning & Investment Support • Gather and analyze client financial information., • Assist in the preparation and delivery of comprehensive financial plans., • Participate in strategy discussions and client recommendation development., • Support investment implementation and account management activities., • Facilitate account openings, transfers, rollovers, and ongoing account maintenance., • Execute trades and account servicing activities consistent with firm policies and licensing requirements. Client Meeting Preparation & Follow-Up • Prepare meeting agendas, reports, and planning materials., • Attend and participate in client meetings., • Document meeting notes and follow-up action items., • Coordinate implementation of planning recommendations and ensure timely completion of client commitments. Practice Growth & Business Development • Develop and nurture referral opportunities., • Participate in business development initiatives and client events., • Build and grow a personal book of business over time., • Collaborate with the Lead Advisor to identify opportunities for practice expansion and client engagement. Team Collaboration & Operations • Partner with the operations team to ensure a seamless client experience., • Support compliance requirements and maintain accurate client records., • Adhere to all regulatory, ethical, and firm standards., • Contribute to a collaborative, team-oriented culture focused on delivering an outstanding client experience. Qualifications Required • 3+ years of experience in wealth management, financial planning, financial advising, or a related field., • Active Life, Health, and Variable Insurance licenses., • Active Series 7 and Series 66 licenses (or equivalent combination)., • Strong client relationship and communication skills., • Excellent organizational and follow-through abilities., • High level of professionalism, integrity, and attention to detail., • Ability to work independently while collaborating effectively within a team environment.Preferred, • Bachelor's degree in Finance, Business, Economics, or a related field., • Experience conducting client meetings and managing ongoing client relationships., • Growth-oriented mindset with a desire to develop as an advisor and business builder.

\n \n Accounting Supervisor | Naugatuck, CT\n \n \n \n \n \n \n \n \n \n \n \n \n \n Target Compensation: 80k - 105k \n A growing manufacturing organization is seeking an experienced Accounting Supervisor to join its finance team. This is an excellent opportunity for a hands-on Accounting Supervisor who enjoys leading accounting operations, supporting a team, and ensuring the accuracy of financial reporting and month-end close activities. \n The Accounting Supervisor will play a key role in overseeing daily accounting functions, managing inventory accounting processes, and supporting the overall financial health of the organization. Why You'll Love This Opportunity\n \n • Join a stable and growing manufacturing company\n, • Opportunity to lead and mentor accounting staff\n, • High visibility within the finance organization\n, • Diverse role with exposure to inventory, AP, AR, and general accounting\n, • Collaborative environment with opportunities for professional growth\n Key Responsibilities of the Accounting Supervisor\n As an Accounting Supervisor, you will: \n \n • Oversee inventory accounting activities and ensure accurate inventory reporting\n, • Supervise accounts payable and accounts receivable processes\n, • Review and prepare journal entries and supporting documentation\n, • Perform and review account reconciliations to ensure accuracy and completeness\n, • Support month-end and year-end close activities\n, • Maintain general ledger integrity and ensure compliance with accounting policies\n, • Analyze financial data and investigate discrepancies as needed\n, • Assist with inventory reporting, controls, and process improvements\n, • Mentor and support accounting team members\n, • Partner with leadership to improve accounting processes and reporting accuracy\n Preferred Qualifications of the Accounting Supervisor\n \n, • Bachelor's degree in Accounting, Finance, or a related field\n, • 7–10 years of progressive accounting experience\n, • Prior supervisory or managerial accounting experience\n, • Manufacturing accounting experience required\n, • Strong understanding of inventory accounting and reconciliation processes\n, • Experience overseeing AP and AR functions\n, • Hands-on experience with journal entries, account reconciliations, and financial reporting\n, • Strong leadership, communication, and organizational skills\n, • Ability to manage multiple priorities in a fast-paced environment\n The Ideal Accounting Supervisor Will Be\n \n, • Detail-oriented and highly organized\n, • A strong leader who enjoys mentoring and developing others\n, • Comfortable working both strategically and hands-on\n, • Analytical and proactive in solving problems\n, • Focused on accuracy, accountability, and continuous improvement\n \n \n \n \n \n #INSEP2026\n \n \n \n \n \n \n \n \n \n \n \n \n

\n Staff Accountant – Construction | Waterbury, CT\n Compensation: 70k - 90k \n A growing construction-focused organization is seeking a motivated Staff Accountant with strong project accounting experience to join its finance team. This is an excellent opportunity for a detail-oriented Staff Accountant who has hands-on experience with job costing, AIA billing, and construction financial operations. \n The Staff Accountant will play a key role in supporting project accounting, maintaining accurate job cost data, and ensuring timely and accurate billing across multiple construction projects. \n Why You’ll Love This Opportunity\n \n • Join a collaborative and supportive construction accounting team\n, • Opportunity to grow your career as a Staff Accountant in a project-based environment\n, • Work directly with project managers and operations teams\n, • Gain deeper exposure to job costing, AIA billing, and construction financials\n, • Fast-paced environment with strong growth potential\n \n Key Responsibilities of the Staff Accountant\n As a Staff Accountant, you will: \n \n • Maintain and support job cost accounting, ensuring costs are accurately tracked by project\n, • Assist with preparation and submission of AIA billing and progress billings\n, • Work closely with project managers to ensure accurate cost allocation and billing\n, • Prepare and post journal entries and maintain the general ledger\n, • Perform account reconciliations and resolve discrepancies\n, • Assist with month-end and year-end close processes\n, • Support accounts payable and accounts receivable related to construction projects\n, • Review project financials, including budgets vs. actuals and cost-to-complete\n, • Assist with change order tracking and integration into job cost reporting\n, • Prepare financial reports and analysis for management\n, • Support audit preparation and provide required documentation\n, • Help maintain internal controls and improve accounting processes\n \n Preferred Qualifications of the Staff Accountant\n \n, • Bachelor’s degree in Accounting, Finance, or related field\n, • 2–5 years of experience as a Staff Accountant, preferably in construction or project-based accounting\n, • Strong experience with job costing (required)\n, • Experience with AIA billing or construction billing processes (strongly preferred)\n, • Familiarity with construction accounting systems (Sage or similar preferred)\n, • Strong understanding of GAAP and project-based financial reporting\n, • Advanced Excel skills and strong attention to detail\n, • Ability to manage multiple projects and deadlines as a Staff Accountant\n \n \n \n \n \n #INSEP2026\n

\n \n \n \n \n \n \n \n \n \n \n \n \n Junior Accountant – Naugatuck, CT \n Compensation: 45k - 55k \n A growing organization is seeking a detail-oriented Junior Accountant to join its accounting team. This is an excellent opportunity for an early-career Junior Accountant who wants hands-on exposure to cash management, reconciliations, journal entries, and a variety of general accounting functions. \n The Junior Accountant will help maintain accurate financial records, support month-end close, and assist with daily accounting activities across multiple entities and accounts. Why You’ll Love This Opportunity\n \n • Gain broad experience across treasury and general accounting functions\n, • Work with multiple bank accounts and operating entities\n, • Join a collaborative team that supports professional development\n, • Build valuable skills in reconciliations, journal entries, and financial reporting\n, • Opportunity to grow within a busy accounting environment\n Key Responsibilities of the Junior Accountant\n As a Junior Accountant, you will: \n \n • Perform weekly cash and bank reconciliations across multiple accounts\n, • Download and review daily banking activity and identify discrepancies\n, • Prepare and post journal entries related to cash and treasury activity\n, • Research and resolve outstanding reconciling items\n, • Assist with month-end close, including cash reconciliations and financial reporting\n, • Maintain organized financial documentation for audits and internal reporting\n, • Support accounts payable, accounts receivable, fixed asset, and inventory transactions\n, • Enter and maintain financial information within the ERP system\n, • Organize accounting records within shared drives and digital filing systems\n, • Communicate with internal teams regarding questions, discrepancies, and unresolved items\n, • Assist with additional accounting projects and administrative responsibilities as needed\n Preferred Qualifications of the Junior Accountant\n \n, • 1–3 years of accounting, bookkeeping, or treasury-related experience\n, • Bachelor’s degree in Accounting, Finance, or related field preferred\n, • Understanding of basic accounting principles, debits and credits, and journal entries\n, • Experience performing account or bank reconciliations\n, • Familiarity with ERP or accounting systems; any ERP experience is preferred\n, • Strong organizational skills and attention to detail\n, • Ability to manage deadlines and occasional overtime during month-end close\n, • Experience in a manufacturing or multi-entity environment is a plus\n, • Exposure to multiple currencies is a plus\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n

Accountant / Staff Accountant\n Location: Greater Waterbury Area, CT Job Type: Temporary / Contract Pay: $25–$28/hour \n We are currently assisting an established organization in the Greater Waterbury area with their search for an Accountant / Staff Accountant to provide support to their accounting department on a temporary basis. This is a solid opportunity for an accounting professional who enjoys working in a structured environment and is looking to put their accounting knowledge to use. Position Overview\n In this role, you will assist with a variety of general accounting functions and help ensure financial information is maintained accurately and efficiently. The position will provide exposure to day-to-day accounting activities, reconciliations, reporting, and other departmental needs. Key Responsibilities\n\n • \n Record and maintain financial transactions and accounting records \n • \n Prepare journal entries and assist with general ledger maintenance \n • \n Complete bank and account reconciliations \n • \n Assist with month-end and year-end accounting activities \n • \n Help prepare financial reports and supporting schedules \n • \n Review transactions and research discrepancies as needed \n • \n Provide support for accounts payable and accounts receivable functions \n • \n Assist with audit-related requests and documentation \n • \n Maintain organized and accurate financial records \n • \n Provide additional accounting support and assist with special projects as needed \nQualifications\n\n • \n Bachelor's degree in Accounting, Finance, or a related field preferred \n • \n Prior experience in an accounting or finance-related position \n • \n Knowledge of general accounting principles and practices \n • \n Experience with general ledger accounting and account reconciliations \n • \n Strong attention to detail and accuracy \n • \n Comfortable working with Microsoft Excel \n • \n Good organizational and time-management skills \n • \n Ability to work independently while also collaborating with a team \n • \n Strong communication and problem-solving abilities \nAbout the Opportunity\n This temporary opportunity offers the chance to join an established organization in the Greater Waterbury area and contribute to a variety of accounting functions. It could be a great fit for someone looking for a temporary assignment, additional accounting experience, or an opportunity to get their foot in the door with a well-established organization.

\n Staff Accountant | Shelton, CT\n Target Compensation: $52K–$57K \n We are currently working with a well-established organization in the Waterbury area that is seeking a Staff Accountant to join its accounting team on a temporary basis. This is a great opportunity for an accounting professional looking to utilize their skills in a stable, professional environment while gaining exposure to a variety of accounting functions. About the Role\n The Staff Accountant will support day-to-day accounting operations and assist with maintaining accurate financial records. This position will work closely with the accounting team on general ledger activities, reconciliations, reporting, and other accounting-related responsibilities. Responsibilities\n \n • Maintain and reconcile general ledger accounts\n, • Prepare and post journal entries\n, • Assist with monthly and year-end close processes\n, • Perform account and bank reconciliations\n, • Assist with financial reporting and analysis\n, • Review and maintain accurate accounting records\n, • Assist with accounts payable, accounts receivable, and other accounting functions as needed\n, • Support audits and provide documentation as requested\n, • Research and resolve accounting discrepancies\n, • Assist with other accounting projects and responsibilities as needed\n Qualifications\n \n, • Bachelor's degree in Accounting, Finance, or a related field preferred\n, • 1+ years of accounting experience\n, • Strong understanding of general accounting principles\n, • Experience with reconciliations, journal entries, and general ledger accounting\n, • Strong attention to detail and organizational skills\n, • Ability to manage multiple priorities and meet deadlines\n, • Proficiency with Microsoft Excel\n, • Strong communication and problem-solving skills\n Why Consider This Opportunity?\n This is an opportunity to join a stable, established organization serving the local community and become part of a collaborative accounting team. The role offers the chance to contribute to important financial operations while continuing to build upon your accounting experience. \n \n \n #INSEP2026\n

\n Accounting & Payroll Administrator - Waterbury, CT \n Target Compensation: 52k - 62k \n A well-established organization is seeking a detail-oriented Accounting & Payroll Administrator to join its accounting and administrative team. This is an excellent opportunity for a versatile Accounting & Payroll Administrator who enjoys a diverse role encompassing payroll, human resources support, accounts payable, and general accounting functions. \n The Accounting & Payroll Administrator will play a critical role in supporting daily financial operations while serving as a key resource for employee and vendor-related matters. Why You'll Love This Opportunity\n \n • Diverse role with exposure to payroll, HR, accounting, and operations\n, • Collaborative team environment with strong leadership support\n, • Opportunity to make a meaningful impact across multiple business functions\n, • Stable organization with a professional and supportive culture\n, • Highly visible role that interacts with employees, vendors, and management\n Key Responsibilities of the Accounting & Payroll Administrator\n As an Accounting & Payroll Administrator, you will: \n \n • Process payroll through Paychex, including timesheet review and payroll preparation\n, • Manage employee onboarding, rehires, terminations, and personnel records\n, • Support benefits administration and PTO/vacation tracking\n, • Assist with employee relations, training records, and disciplinary documentation\n, • Review and maintain payroll-related data, including tip pools and employee records\n, • Process accounts payable invoices and ensure accurate coding and documentation\n, • Upload invoices into inventory and accounting systems\n, • Process vendor payments via check, ACH, and virtual credit card transactions\n, • Perform vendor and bank account reconciliations\n, • Assist with general ledger reconciliations and journal entries\n, • Support month-end close and financial statement preparation\n, • Assist with annual budget setup and maintenance\n, • Calculate and track inventory-related cost of goods sold (COGS)\n, • Answer phones, assist members/customers, manage correspondence, and support office operations\n, • Perform administrative duties and special projects as needed\n Preferred Qualifications of the Accounting & Payroll Administrator\n \n, • 4+ years of experience as an Accounting & Payroll Administrator or in a similar accounting role\n, • Paychex experience required\n, • Payroll processing experience required\n, • Accounts payable experience required\n, • Human resources administrative experience required\n, • Experience with bank reconciliations and vendor reconciliations\n, • Experience supporting month-end close activities\n, • Journal entry and general ledger experience\n, • Strong organizational and time-management skills\n, • Ability to handle sensitive and confidential employee information\n, • Benefits administration experience preferred\n, • Budget preparation and financial statement experience preferred\n, • Experience with inventory systems and COGS calculations preferred\n, • Hospitality, restaurant, club, food & beverage, or service industry experience is a plus\n \n \n \n \n \n #INSEP2026\n

Target Compensation: 65k - 85k A growing organization is seeking an experienced Payroll Accountant to join its accounting and finance team. This is an excellent opportunity for a detail-oriented Payroll Accountant who enjoys combining payroll processing expertise with general accounting responsibilities in a fast-paced environment. The Payroll Accountant will play a critical role in ensuring accurate payroll processing, maintaining payroll-related financial records, supporting month-end close activities, and ensuring compliance with all applicable payroll regulations. • Join a collaborative and professional accounting team, • Opportunity to blend payroll and accounting responsibilities, • High-impact role supporting employees and financial operations, • Stable organization with opportunities for growth and advancement, • Exposure to payroll, reconciliations, reporting, and financial analysis As a Payroll Accountant, you will: • Process weekly, bi-weekly, or semi-monthly payroll accurately and on schedule, • Review payroll data for accuracy, including hours worked, deductions, taxes, and benefits, • Prepare and record payroll journal entries and related accounting transactions, • Reconcile payroll accounts and ensure alignment with the general ledger, • Assist with month-end and year-end close activities, • Maintain payroll records and supporting documentation, • Support payroll tax reporting and regulatory compliance requirements, • Investigate and resolve payroll discrepancies and employee inquiries, • Assist with benefit reconciliations, garnishments, and other payroll-related deductions, • Prepare payroll reports and analysis for management, • Support audits by providing payroll documentation and reconciliations, • Collaborate with HR and Finance to ensure accurate employee and payroll data, • Bachelor's degree in Accounting, Finance, or related field preferred, • 3+ years of experience as a Payroll Accountant or similar payroll/accounting role, • Strong understanding of payroll regulations, payroll taxes, and accounting principles, • Experience with payroll systems and ERP/accounting software, • Advanced Excel skills and strong analytical abilities, • Experience with account reconciliations and journal entries, • Excellent attention to detail and organizational skills, • Ability to handle confidential information with professionalism, • Detail-oriented and highly accurate, • Strong in both payroll processing and accounting concepts, • Organized and able to meet deadlines, • Proactive in identifying and resolving issues, • A team player with excellent communication skills, • Comfortable working independently and managing multiple priorities #INSEP2026

Job Description Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel’s structured financial planning process, and stewarding long-term client relationships. The role centers on conducting high-quality first discovery meetings, confidently leading second meetings where planning recommendations are presented and decisions are made, and maintaining ongoing relationships through annual reviews. Advisors spend their time in client meetings (typically 2–3 per day once fully onboarded), preparing and documenting financial plans, and maintaining precise records to meet regulatory and firm standards. Success in the role requires adherence to Sentinel’s process and language, exceptional communication and listening skills, emotional intelligence, and a calm, professional presence that builds trust and long-term confidence with clients. Job-type: Full-time Compensation: Base plus bonus and commission structure (negotiable based on experience) Role Definition & Operating Standard Role Purpose A Sentinel Advisor is the primary steward of the client relationship, and the embodiment of the Sentinel standard. The role is not transactional sales. It is structured guidance, disciplined execution, and client stewardship delivered with empathy, confidence, and precision. We worry about tomorrow, so our clients may enjoy today. The advisor’s mandate is simple and rigorous: • Educate with clarity and conviction, • Lead through process, with evidence and expertise, • Prompt action decisively when appropriate, • Maintain trust through informed stewardship This role exists to build enduring client relationships, not short-term returns. Core Client Responsibilities • A Sentinel Advisor is responsible for executing the Sentinel client journey to standard:, • Deliver the Sentinel Seminar / Education (where applicable), • Teach Sentinel’s philosophy and approach, as designed, • Establish trust, credibility, and authority through clarity and consistency, • Create the conditions for qualified engagement, • Conduct a world-class introductory meeting, • Deep discovery, listening, and data gathering, • Minimal product discussion, • Demonstrate empathy, composure, and integrity, • Assess mutual fit and client mindset, • Lead the second meeting and close, • Present a clear, structured financial plan, • Guide decision-making with confidence and calm authority, • Close aligned clients decisively, politely, and professionally Ongoing Client Stewardship • Annual reviews conducted to Sentinel standards, • Maintain trust, relevance, and long-term planning alignment, • Act as a lifelong advisor, not a one-time salesperson, • Understand the evolving needs of the client, • Support critical decision making through ongoing and effective communication Day-to-Day Operating Reality Phase 1: Immersion & Mastery (First 6–8 Months) • Full immersion in Sentinel’s process, language, tools, and standards, • Product and planning education across AUM, annuities, insurance, and pensions, • Learning to think, speak, and operate the Sentinel way, • This phase is intentionally demanding and requires humility and discipline, this is about character beyond qualifications Phase 2: Production & Client Leadership • Client meetings (typically 2–3 per day when active), • Writing and refining financial plans, • Ongoing documentation, compliance, and record-keeping, • Active participation in team collaboration and growth initiatives Non-Negotiable Responsibilities • Mastery of Sentinel’s process and language, • Precise compliance documentation and detailed meeting notes, • Same-day responsiveness to clients and internal communication, • Calendar discipline: punctuality, preparation, and follow-through, • Flexibility and team-first mindset, • Personal accountability for outcomes What Defines an Exceptional Sentinel Advisor Values & Character • Loyalty and honesty above all else, • Empathy without emotional fragility, • Calmness under pressure, • Assure self-confidence without ego or arrogance, • Humility, professionalism, and personal discipline Behavioral Standards • Follows the Sentinel standard, and takes pride in them, • Willingness to unlearn prior “sales” conditioning, • Learns a new professional language and uses it precisely, • Listens deeply; to what is said and what is not said, • Handles conflict with maturity and emotional intelligence Professional Presence • Polished, appropriate appearance, • Clear, articulate communicator, • Leads conversations without dominating them, • Commands respect through competence and composure Mindset • Self-starter with the ability to actively look for opportunity when needed, • Sees the big picture: building a firm, a team, and a legacy, • No tolerance for corporate politics or transactional behavior, • Puts their clients and their colleagues before themselves Education & Licensing Requirements • Series 65 (required), • Life & Health Insurance License (required), • Bachelor’s degree preferred; Master’s degree advantageous, • Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent) Licensing can be obtained, but doing so extends the ramp-up period by approximately 45–60 days. The Sentinel Standard This role is not suitable for individuals seeking autonomy without accountability, shortcuts, or personal reinterpretation of process. Sentinel Advisors operate within a defined standard; because this standard is what protects clients, the firm, and long-term value. Those who thrive here become trusted stewards of families’ financial futures and foundational builders of a growing, principled firm.

Commercial Lines Account Manager (Hybrid) \n \n About the Role \n Join a dynamic and fast-paced insurance team as a Commercial Lines Account Manager. This is an exciting opportunity to be part of a multi-generational, family-run company that is in growth mode. You will play a pivotal role in managing commercial accounts, addressing clients' insurance needs, and fostering long-term relationships while contributing to the company’s expansion and success. \n \n Key Responsibilities \n\n • Manage a portfolio of commercial insurance accounts to ensure client satisfaction and retention.\n, • Provide proactive support to clients by addressing inquiries, policy changes, and claims processes.\n, • Collaborate with producers and underwriters to design and deliver tailored insurance solutions.\n, • Prepare and present proposals, renewals, and policy reviews to clients.\n, • Identify opportunities to cross-sell and upsell insurance products.\n, • Maintain accurate and detailed client records in the agency management system.\n\n Qualifications and Experience \n\n • 2+ years of experience in commercial lines account management or a related insurance role.\n, • Strong knowledge of commercial insurance products, coverages, and underwriting processes.\n, • Excellent communication and interpersonal skills to effectively build client relationships.\n, • Proficiency in agency management systems and Microsoft Office Suite.\n, • Active Property & Casualty Insurance License required.\n\n Compensation and Benefits \n\n • Competitive salary: up to $80,000 (commensurate with experience)\n, • Comprehensive benefits package, including health, dental, vision, and retirement plans.\n, • Opportunities for professional development and continuing education.\n, • Supportive and collaborative work environment.\n\n

The Territory Account Manager (TAM) will be the face of Heartflow within a specific geographic region. This role will work closely with the other Heartflow team members to include respective Territory Sales Manager, Marketing, Market Access, CT Apps, Product Development and Clinical.

Senior Executive Account Manager – Financial Services. Senior Executive Account Manager.

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This is an excellent opportunity for an early-career accountant who wants hands-on exposure to cost accounting in a fast-paced mission-driven environment, and who is eager to build strong fundamentals in operational accounting and cross-functional team partnership. Bachelor’s degree in Accounting,

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The Finance and Accounting Manager is responsible for managing the day-to-day accounting and financial operations of Prosperity Now and ensuring the accuracy, integrity, and timeliness of the organization’s financial records and reporting. The Finance and Accounting Manager also plays an important

ABOUT US Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting-edge Banking-as-a-Service (BaaS) and fintech enablement strategies. We support not only individuals with their personal banking needs; we also empower businesses by integrating modern banking technology that drives growth, flexibility, and innovation. At Coastal, we think and move like entrepreneurs; focused on impact, speed, and continuous improvement. We believe in working smart, collaborating deeply, and building solutions that unlock real potential. If you're someone who thrives in a fast-moving environment, loves solving complex problems, and wants to help shape the future of banking, we’d love to meet you. Check out our video _! OVERVIEW As the Assistant Controller for the Coastal Community Bank, you will oversee daily accounting activities and ensure financial statement data aligns with Generally Accepted Accounting Principles (GAAP) and regulatory requirements. You will manage and supervise staff, provide escalation support, and drive process improvements to enhance efficiency and accuracy. This role requires discretion and independent judgment on matters of significance, including complex accounting issues and partner program agreements. Remote role for individuals in Pacific or Mountain time zones. RESPONSIBILITIES TO INCLUDE Ensure all daily accounting activities and financial statement data are prepared in accordance with GAAP and regulatory agency requirements. Manage and supervise assigned staff, providing guidance and escalation support as needed. Review and approve staff accounting entries to ensure accuracy and completeness. Assist with Accounting Systems, including implementing software for GL, travel and expense, reconciliation tools, accounts payable, and others as needed. Participate in the review, interpretation, and clarification of technical accounting for several concepts including leases, taxes, income and expense recognition and cutoff, and more. Develop streamlined processes for entries, including allocations between the Company’s segments, branches, and CCBX partners. Specific areas of supervision may include: daily cash position, CD investments, security investments, fixed assets and prepaids, accounts payable, coordinating monthly certification of GL, borrowings, leases, and payroll and stock equity award accounting. Supervise daily accounting processes including journal entries, intercompany clearing, posting callbacks, and monitoring daily balance sheet and income statement activity. Supervise month-end close process and general ledger personnel. Prepare or supervise preparation of regulatory reporting including FR2900 reporting, Reg W, FHLB or other collateral safekeeping and audits, and assisting with others like Call Report or FR Y-9 reporting. Provide accounting assistance to business partners as needed throughout the company. Perform monthly analysis of revenue, expense, and actual/budget variances and identify reasons for differences. Assist with preparation of financial schedules for internal auditors, external auditors, and regulators. Prepare or supervise preparation of state and local taxes as well as the monthly and quarterly income tax provision. Assist with the preparation of quarterly federal tax payments and Corporate tax returns. Ensure department is performing in accordance with internal policies/procedures and regulatory compliance rules and regulations. Establish and maintain working relationships with internal and external teams. Develop and implement efficient accounting policies, procedures, and best practices. Own, maintain, and oversee the implementation of department procedures, recommending process improvements to management. QUALIFICATIONS Proven ability to manage and supervise staff, ensuring accountability and performance. Excellent analytical, problem-solving, and organizational skills. Ability to manage multiple priorities and deliver results in a fast-paced environment. Certified Public Accountant (CPA) preferred. Microsoft Office Suite (specifically advanced skills with Excel). Prioritizing and multi-tasking skills in a demanding and fast paced environment. Previous banking experience preferred. Oracle ERP and Fusion GL experience preferred. EDUCATION/EXPERIENCE Bachelor’s degree in Accounting, Finance, or a related field; OR an equivalent combination of education and relevant experience. 7+ years of relevant accounting experience. Experience with accounting in a bank required. 3+ years of supervisory experience, demonstrating the ability to manage staff, oversee tasks, and provide effective escalation support. Strong knowledge of accounting principles, GAAP, and regulatory requirements. HOW YOU’LL THRIVE AT COASTAL Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development. Be Relentless – Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. Be Un-Bankey – Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. Embrace Gray Thinking – Use sound judgment while decision-making and problem-solving. Think outside the box. Stay Flexible – Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. Take Care of Each Other – Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. BEING YOU AT COASTAL Coastal is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws. BENEFITS WE OFFER We’re proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Our offerings include: Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle. Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions. Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs. Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly. Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents. Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury. Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most. 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future. Paid Time Off: Generous vacation and sick leave policies to support your time away from work. Holidays: Enjoy 11 paid holidays throughout the year. Check out our benefits on our _!! PHYSICAL DEMANDS The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must be able to: Sit for extended periods of time. Stand for extended periods of time. Perform repetitive finger, hand, and arm movement. Use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc. View and read computer screens for extended periods. Occasionally stoop, kneel, crouch, or crawl. Occasionally lift or move up to 10 pounds. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Who We Are We’re a mission and values driven company with tremendous dedication to our customers. Our 100% remote team, spread across the US and Canada, is dedicated to a common goal – to revolutionize healthcare through innovation, collaboration, and commitment to our core values and behaviors. About the Opportunity Synthesis Health is looking for a detail-oriented and organized Accounting Manager to manage the bookkeeping and accounting transactions at Synthesis Health. The Accounting Manager will report to the Vice President of Financial Operations but work with the People and Culture team to manage the payroll and state registration processes. Key Responsibilities: Accounting Management • Prepare accurate financial statements, ensuring compliance with IFRS accounting standards and company policies., • Reconcile various General Ledger accounts and appropriate sub-ledgers., • Compiles and analyzes financial information to prepare journal entries to general ledger accounts documenting business transactions., • Manage day-to-day accounting activities, including accounts payable/receivable, and financial reporting., • Preparation of balance sheet reconciliations., • Work with the FP&A on customer invoices., • Timely close monthly financials in accordance with the reporting schedule., • Ensure accurate and timely management of company accounts and financial transactions., • Remits tax payments and prepares government filings., • Oversee and manage audit process, ensuring timelines are met., • Build a robust system of controls, ensuring total confidence in transparent and honest financial systems. Payroll Processing • Processes biweekly payroll., • Remits payments to benefit carriers and HR vendors., • Registers states and provinces for the appropriate tax filings., • Prepares 1099 contractor forms., • Assists with HR vendor, preparation of T4 and W2 forms for Synthesis employees. About the Right Candidate The ideal candidate will be able to work in a fast-paced environment and juggle multiple projects with overlapping deadlines. You will be an excellent communicator with good interpersonal skills and to work with individuals from diverse backgrounds. Qualifications • Bachelor’s degree in accounting, finance, business administration or related field., • Five years' experience in accounting operations., • Demonstrated experience managing payroll processing., • Must have experience with IFRS accounting standards. Preferred Qualifications • Experience working in a SaaS company or healthcare company. You will adhere to our company’s values and behaviors and incorporate them in your interactions with colleagues and customers. Values: • Clinical service first. 2. Collaborate with our customers. 3. Listen, respect, learn. 4. Innovate to excel. Behaviors: • Be nice. 2. Be creative. 3. Be honest. 4. Be helpful. Compensation and Benefits Compensation is paid in the currency of the country where the individual is hired. For this position, the salary range is $90,000-$120,000 USD for America based candidates and commensurate on experience. For candidates outside of the US, the salary will be calculated based on local salary markets. Other benefits include but not limited to: Medical, Dental, Vision, “Use as needed” vacation policy, and participation in our employee option program. Synthesis Health is an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by federal, state, or local law.

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