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Accounts Receivable Specialist (Temp to Perm) About the Role Palm Health Resources is seeking a detail-oriented and highly organized Accounts Receivable Specialist to join our finance team. In this role, you will take ownership of billing, accounts receivable, contract compliance, and VMS billing operations — playing a critical part in ensuring accuracy, timeliness, and compliance across all revenue-related functions. Key Responsibilities • Billing & Accounts Receivable Oversee end-to-end billing and AR processes, ensuring timely invoicing, collections, and reconciliation., • VMS Billing Management Manage VMS billing workflows, including compliance with client requirements, contract terms, and submission accuracy., • Contract Compliance Ensure contract compliance across all assignments, collaborating with internal teams to identify and resolve discrepancies., • Financial Documentation & Records Maintain ownership of P-Drive and financial documentation, ensuring records are accurate, organized, and aligned with company standards., • Cross-Functional Partnership Serve as a key liaison to Operations, Recruiting, and Leadership teams to support financial integrity and operational efficiency. What You Bring • Strong understanding of AR, billing, and collections processes, • Experience with VMS (Vendor Management System) billing platforms, • Excellent attention to detail and organizational skills, • Ability to work cross-functionally with multiple internal stakeholders, • Strong communication and problem-solving abilities, • Experience in healthcare staffing or related industry a plus Why Join Palm Health Resources? • Be a vital part of a mission-driven healthcare staffing organization, • Collaborate with dynamic Operations, Recruiting, and Leadership teams, • Opportunity to make a direct impact on financial accuracy and operational success Interested? Apply today and become a key player in our finance operations team!

General Summary Advanced RX Management is looking for an FP&A Manager to serve as a key financial partner to our Revenue Cycle Management (RCM) team, while also supporting the CFO on company-wide forecasting, budgeting, and investor reporting. Reporting to the VP of Finance/BI, this role is primarily responsible for understanding and interpreting financial and operational data — and what it means for the business — then communicating those insights clearly to RCM leadership, budget owners across the company, and executive management. This is an individual-contributor role focused on owning analysis and processes rather than managing people, and it is best suited to someone who thinks critically about what data is telling them, communicates confidently with senior leaders, and is comfortable serving as a connective point across finance, RCM, and client-facing teams. Primary/Key Essential Functions & Responsibilities • Serve as the primary FP&A partner to the Revenue Cycle Management team, translating billing, collections, and AR data into clear insight on business performance., • Interpret data and reporting provided by the BI/data team, identifying what trends, variances, and outliers mean for RCM operations and the broader business., • Manipulate and analyze data in Excel — building models, summaries, and ad hoc analyses from data already extracted or provided by BI and other systems., • Own the recurring FP&A reporting cycle for RCM, including budgeting, forecasting, variance analysis, and KPI tracking., • Assist the CFO with monthly financial forecasting and budgeting., • Assist the CFO with investor meeting preparation and financial modeling., • Hold monthly meetings with budget leaders across the company to review budget-vs-forecast performance., • Assist the Director of Client Services with meetings with clinic partners, providing data and financial context as needed., • Build clear, executive-ready analyses and presentations that translate financial and operational data into actionable recommendations., • Identify trends, risks, and opportunities in revenue cycle performance and proactively bring them to leadership's attention., • Partner with the BI/data team to ensure the data and reports needed for financial analysis are accurate, timely, and well-structured., • Continuously improve FP&A processes and reporting supporting the RCM organization and the broader business. Education and/or Experience and Qualifications Bachelor's degree in Finance, Accounting, Business, or a related field preferred; equivalent experience will be considered in place of a degree. Required Qualifications, Knowledge, Skills & Abilities • 6+ years of progressive experience in FP&A, financial analysis, or a related finance role., • Strong Excel skills — able to manipulate, model, and analyze data, including reshaping data provided in formats that don't perfectly fit the question at hand., • Demonstrated ability to interpret data and translate it into clear business insight and recommendations, not just report numbers., • Experience building financial models and supporting forecasting/budgeting processes at the company or executive level., • Excellent written and verbal communication skills, with experience presenting to executive management, investors, or other senior stakeholders., • Comfortable leading recurring meetings with multiple stakeholders (e.g., budget-vs-forecast reviews with department leaders)., • Strong business acumen and comfort working cross-functionally with finance, RCM, client services, and BI/data teams. Preferred Qualifications, Knowledge, Skills & Abilities • Experience in healthcare, pharmacy, or revenue cycle management is a plus., • Prior experience supporting investor relations, board reporting, or executive-level financial presentations., • SQL experience is a plus, though not required — this role is not responsible for extracting data directly from source systems., • Experience with NetSuite or similar ERP systems., • Prior experience owning or leading processes and projects, even without formal people-management responsibility. Standard Specifications This job description describes the general nature and level of work and is not intended to be an exhaustive list of all duties, responsibilities, or requirements. Duties and responsibilities may change based on business needs. Employees may be assigned other job-related duties as needed. This description does not create an employment contract, express or implied, or alter an at-will employment relationship, where applicable. Equal Employment Opportunity • Advanced Rx Management LLC is an Equal Employment Opportunity (EEO) employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to legally protected characteristics under applicable federal, state, or local law. We provide reasonable accommodation to qualified individuals with disabilities and for other legally protected needs, as required by applicable law.

Staff Accountant | Boca Raton, FL 33428 $70,000+ DOE | Hybrid – 4 Days Onsite / 1 Day Remote We are partnering with a growing senior care organization in Boca Raton to hire a Staff Accountant to join its accounting team. This is a great opportunity for someone who enjoys being hands-on across accounting rather than working in one narrow area. The role will support (not own) billing, payroll, reconciliations, general ledger activity, month-end close, and day-to-day accounting operations. Because this organization serves senior clients and their families, the right person will also bring patience, professionalism, and a high level of attention to detail. This is an environment where accounting is personal ; accuracy matters, but so does how clients are treated. What You’ll Handle • Support billing and accounts receivable, including invoicing, payment posting, and account reconciliation., • Research and resolve billing discrepancies and client payment issues., • Assist with payroll processing for a large caregiver population., • Review employee hours, deductions, mileage, and payroll information for accuracy., • Reconcile payroll reports to the general ledger., • Perform bank, credit card, A/R, and other account reconciliations., • Assist with accounts payable and expense processing., • Maintain accurate general ledger records., • Support month-end and year-end close., • Prepare financial reports, spreadsheets, and account schedules., • Research discrepancies and make necessary corrections., • Assist with accounting related to nonprofit/grant-funded operations. What We’re Looking For • 1–3+ years of accounting experience., • Hands-on billing and payroll experience strongly preferred., • Healthcare, home care, senior care, or similar service-industry experience is a plus., • Understanding of general accounting principles and the general ledger., • Experience with month-end close and reconciliations., • Strong Excel skills., • Financial Edge and/or MatrixCare experience is a plus., • Associate or bachelor’s degree in Accounting, Finance, Business, or related field preferred., • Strong attention to detail and ability to handle confidential financial and employee information., • Someone dependable, flexible, and looking for a long-term opportunity. Why Consider It? • $70K+ base salary, with flexibility for the right candidate., • Hybrid schedule: 4 days onsite / 1 day remote., • 401(k) contribution., • Employer contribution toward healthcare., • 49 hours of PTO front-loaded at start, with additional PTO accrued afterward., • 7 floating holidays., • Growing organization with a 5-year expansion plan and room for career growth., • People-focused leadership that understands life happens and values flexibility when needed. This organization is looking to move quickly. If you have a solid accounting foundation, enjoy working across multiple areas of accounting, and want to join an organization where the work directly supports the people it serves, I’d love to connect.

Accounts Payable Specialist – Coupa Location: Fort Lauderdale, FL Pay: $25–$29/hour Schedule: Monday–Friday, 8:00/9:00 AM–5:00 PM Hybrid: 4 days onsite | Fridays remote Job Type: Temp-to-Perm We are hiring two Accounts Payable Specialists for a large, growing organization in Fort Lauderdale. This is a temp-to-perm opportunity for an experienced AP professional who is comfortable working in a high-volume environment and has hands-on experience using Coupa. The ideal candidate has solid Accounts Payable experience, good job stability, strong attention to detail, and is looking for a long-term opportunity to grow with an established organization. Responsibilities: • Process and review vendor invoices accurately and timely, • Manage invoices and approvals through Coupa, • Perform three-way matching and resolve invoice discrepancies, • Research payment and vendor account issues, • Assist with vendor setup and maintenance, • Reconcile vendor statements and follow up on outstanding items, • Ensure invoices have proper coding, documentation, and approvals, • Communicate with vendors and internal departments regarding AP questions, • Maintain accurate AP records and supporting documentation, • Assist with additional Accounts Payable functions as needed Requirements: • 2+ years of recent Accounts Payable experience, • Hands-on Coupa experience strongly preferred, • Experience processing invoices in a high-volume environment, • Strong understanding of AP processes and invoice workflow, • Strong attention to detail and organizational skills, • Comfortable working in a fast-paced corporate environment, • Stable employment history preferred, • Intermediate Excel skills, • Ability to work onsite in Fort Lauderdale Monday–Thursday Why Consider This Opportunity? This is an opportunity to join a large, growing organization with more than $1 billion in revenue. The position offers a hybrid schedule, competitive hourly pay, and the potential to transition into a permanent role.

StevenDouglas has been exclusively retained by an emerging family office in Broward County to hire an Analyst as the third member of its investment team. About our client Our client partners with founder-led businesses across the middle and lower middle market. They invest their own capital and syndicate alongside high-net-worth individuals, family offices, and professional athletes. That independence lets them move quickly and pursue deals a traditional fund mandate would screen out. In a given week the firm may be working an acquisition, a sell-side process, a real estate transaction, and a capital raise at the same time. The opportunity You will report to the firm's Associate, whom we placed with this client, and work directly alongside the Founder. This is deliberately broad rather than specialized: you will sit in diligence calls, draft the LOI, build the model the lender sees, and then go help solve whatever the portfolio company needs that week. What you'll do • Build financial models to evaluate acquisitions — cash flow, capital structure, return drivers, • Support deal execution end to end: screening, diligence, LOIs, coordinating advisors, driving to close, • Perform financial and operational due diligence, including normalizing unaudited, closely held records, • Prepare lender and investor materials: debt financing models, decks, transaction summaries, • Work hands-on with portfolio company management on reporting, add-on integration, and operations What we're looking for • 1 to 2 years post-undergrad in investment banking, private equity, a family office, M&A or management consulting, transaction advisory / financial due diligence, or public accounting, • Strong finance and accounting fundamentals — cash flow modeling is the key technical skill for this seat, • Comfort with messy, incomplete, or closely held financials, and the judgment to know what matters in them, • Bachelor's in finance, accounting, economics, or related. CPA or CFA progress welcome, not required, • Clear communication and a bias toward action Compensation and growth Competitive base plus performance bonus, co-investment opportunities, potential carried interest as the role progresses, and relocation assistance for the right out-of-market candidate. A defined path to Associate as the platform scales.

Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: • Identify and set appointments with potential clients, • Meet with clients to assess their financial needs, • Develop customized financial plans to address each of the clients desired goals, • Maintain strong relationship with clients, helping them track their progress over time, • Provide ongoing consultation and support FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams. Some features of this position include: • One-on-one training from seasoned leaders in the local financial planning industry, • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance, • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results, • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities) Job Requirements: • Associate’s degree in business or industry-related field, • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office, • Must be a U.S. or Permanent Resident, • Willing to work in office Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor between $50,000 - $70,000 with top earners making an excess of $100,000. Visit our website at http://www.floridafa.com

Tax Manager | Boca Raton | Hybrid | Up to $155,000 Big firm resources. Small office feel. That’s probably the easiest way to describe this one. If you want the backing, resources and progression you get from a national firm without feeling like you work in one, this could be a very good move for you. You’d be joining a Top 50 accounting firm, but the Boca Raton office itself has around 20 people, so you still get the close team, accessible Partners and proper client relationships that can get lost in a much bigger office. And the culture is a big reason people stay. There’s flexibility, an open PTO approach, strong benefits and a genuine effort to make sure people have a life outside of work. Busy season peaks at around 50-55 and once you’re established, the role can move to three days in office and two from home. The tax work is broad too. You’ll work with HNW individuals, private clients, Partnerships and businesses across real estate, construction, manufacturing and more. Think 1040s, corporate, Partnership, Trust and Estate work, with plenty of review, client contact and more complex tax issues. They’d love an experienced Tax Manager, but they’re also open to a strong Senior who’s ready to step up. Salary is up to $155,000 at Manager level. Benefits include competitive salaries, flexible work schedules, group health insurance, group life insurance, dental and vision insurance, short term and long term disability insurance, 401k and profit sharing plan, cafeteria plan, paid vacation, recruiting referral bonus program, practice development recognition program, new client incentive bonus program, tuition reimbursement, CPA exam bonus and pet insurance. You’ll need 4+ years of recent Public Accounting experience with strong tax exposure across corporate, Partnership, individual, Trust and Estate work. CPA would be a big plus.

Financial Representative As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: • Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends., • Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans., • Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations., • Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs. Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business. Compensation & Benefits • Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, • NM-Funded Retirement Package and Pension Plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • 4-year degree; or equivalent professional work experience, • Entrepreneurial ambitions, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking and communication competencies, • Legal authorization to work in the US without sponsorship Job Types: Full-time, Contract Benefits: • Financial planning services, • Retirement plan Compensation Package: • Uncapped Commissions, • Residual income, • Bonus opportunities, • Paid Training Ability to Relocate: • Boca Raton, FL 33487: Relocate before starting work (Required) Work Location: In office in Boca Raton, FL

JOB SUMMARY USClaims is a leading provider of advances to personal injury victims and their families. USClaims’ mission is to provide much-needed liquidity to an underserved market, providing financial means for victims to pursue a fair settlement. We have built an organization driven by excellence, and we are looking for people who are excited by the opportunity to join us! Offering an innovative environment guided by outstanding leadership, it is a perfect platform to demonstrate your talent and build your career. Energized by the challenges and rewards ahead, we are a passionate team that will continue working on the exponential growth of our business. We are currently hiring a Client Engagement Coordinator to join our team, reporting directly to our Market President. The Client Engagement Coordinator will be responsible for initiating timely contact and delivering excellent customer service through fast and accurate processing of client information. Specifically, they will focus on leads driven by USClaims' web marketing efforts. Through communication and coordination, the Client Engagement Coordinator will work with other members of the sales team to improve the web lead conversion rate. RESPONSIBILITIES AND DUTIES • First point of customer contact for gathering information needed on inquiries after online applications are submitted, • Builds and maintains business relationships with clients by providing prompt and accurate service to promote customer satisfaction, • Enter clear and concise updates to the related CRM leads and activity, • Research and obtain additional information needed to assist internal Sales Team members in sending a lead through to Underwriting, as needed -Deliver unparalleled value, excellent service and provide a positive client experience • Timely follow-up with both the internal Sales Team and the customer through the entire life cycle of their request EDUCATION, SKILL & EXPERIENCE REQUIREMENTS • Bachelor’s degree in a related field preferred, • Outstanding written and oral communication skills, • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously, • Ability to manage multiple client situations, needs, and inquiries, • Need to be able to build and maintain good cross-enterprise working relationships, • Experience working in personal injury or paralegal work is a plus, • Comfortable handling high-volume workloads and a fast-paced environment

Staff Accountant (Contract) We are seeking an experienced Staff Accountant on a contract basis (4-6 months).. The ideal candidate will have a strong background in Accounting and Reconciliations, with a keen eye for detail and a commitment to accuracy. Key Responsibilities: • Perform accounting duties including journal entries, account reconciliations, and financial reporting., • Ensure accuracy and completeness of financial data through thorough reconciliations., • Support month-end and year-end close processes., • Assist with audit preparation and respond to audit inquiries., • Collaborate with other departments to resolve accounting discrepancies. Requirements: • Minimum 5 years of relevant experience in accounting and reconciliations., • Strong knowledge of accounting principles and standards., • Proficient in accounting software and Microsoft Office Suite., • Excellent analytical and problem-solving skills., • Effective communication skills and ability to work independently.

About Beacon Pointe Advisors Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more. Job Description We are looking for motivated Wealth Advisors to join Beacon Pointe in various locations across the country. This is an opportunity to join a nationally recognized RIA that provides the resources and support to allow advisors to focus their time on what drives growth. This role is designed for advisors with an established foundation of client relationships and the drive to build a larger book of business over the next few years. What We Provide • An established and respected national brand, • Sophisticated investment and financial planning resources, • Dedicated marketing and business development support, • Professional client service and onboarding teams, • A collaborative environment focused on advisor success and client outcomes, • Access to leading custodian retail referral programs Responsibilities • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience, • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve, • Collaborate with internal specialists to deliver integrated solutions, • Identify and pursue new business opportunities through referrals, networking, and strategic outreach Qualifications • 3+ years of experience as a Financial Advisor or Wealth Advisor, • Proven track record of client acquisition and asset growth, you know how to build relationships and are comfortable generating new business, • Financial planning experience, CFP® highly preferred, • Client-first, fiduciary mindset, • FINRA registrations or advisory licenses, or the ability to obtain them, • Background in a wirehouse, independent broker-dealer, bank, or RIA environment, • Bachelor’s degree in Finance, Business, Economics, or related field preferred

A reputable Aerospace Private Equity Firm is looking to build their growing team with a Financial Fund Analyst. This position will help manage fund accounting operations. This company has an amazing reputation and is rapidly growing. They also provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, genetics, sexual orientation, gender identity or expression, or any other characteristic. If you have Accounting or Finance experience, then look no further. If you are a rock star in the industry who has high ambitions for career progression and you strive to be a part of a rewarding, supportive organization, then this is the right opportunity for you. You will be responsible for… · Assisting with accounting operations You will get… · Very Competitive compensation and bonuses “How Do I Apply” • Just reach out to me via email (Jacob.Ney@metric-search.com) if interested, then we’ll have a chat so I can go into more detail and you can see how amazing this opportunity is to join such a successful company.

About Cresset _ is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s among the nation’s top multi-family offices,_ Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Director, Client Service Training & Development Cresset is seeking an experienced and dynamic Director, Client Service Training & Development to lead the strategy, design, delivery, and continuous evolution of onboarding and professional development programs for the Client Service organization. This leader will play a critical role in ensuring every Client Service professional—from new hires to experienced team members—has the knowledge, skills, confidence, and resources to consistently deliver an exceptional client experience. As Cresset continues to grow, this role will establish and scale a best-in-class learning ecosystem that accelerates onboarding, strengthens technical expertise, reinforces operational excellence, and supports career development across all Client Service roles. By partnering closely with Client Service leadership, Human Resources, Operations, Technology, Compliance, Investments, and other business partners, the Director will develop practical, engaging learning experiences that improve performance, drive operational consistency, and elevate both the employee and client experience. Success in this role requires a highly collaborative, hands-on approach. The Director will spend significant time embedded with Client Service teams, learning their workflows, coaching in real time, reinforcing best practices, and ensuring learning is delivered within the context of serving clients. During acquisitions and integrations, the Director will serve as an on-the-ground partner, embedding with newly joining teams for extended periods to accelerate adoption of Cresset's operating model and support a seamless transition for employees and clients. This highly visible, office-based role requires approximately 75% travel. Key Responsibilities Learning Strategy & Program Leadership • Develop and execute the enterprise Client Service learning strategy aligned with Cresset's business objectives, growth plans, and client service model., • Design and maintain scalable, multi-year, role-based learning programs that support onboarding, technical education, continuing education, leadership development, and career progression., • Establish measurable learning objectives and continuously evaluate program effectiveness using operational metrics, performance outcomes, and participant feedback., • Build, maintain, and continuously improve a centralized knowledge library that supports enterprise learning through standard operating procedures, playbooks, job aids, templates, reference materials, videos, digital learning modules, and knowledge assessments., • Gather, evaluate, and incorporate best practices from across the organization to improve learning effectiveness, operational consistency, scalability, and the overall employee and client experience. Training Delivery & Performance Improvement • Deliver engaging in-person and virtual learning programs that drive consistent adoption of enterprise processes, technology, and client service standards., • Partner directly with Client Service teams by working alongside associates in their daily environment to understand workflows, identify improvement opportunities, and reinforce enterprise standards., • Provide one-on-one coaching, group facilitation, mentoring, technical workshops, learning circles, and knowledge-sharing sessions that build employee capability, confidence, and performance., • Support the implementation of new enterprise technology, products, regulatory requirements, and business processes through effective training and change management., • Continuously evaluate training effectiveness and operational performance to identify learning opportunities and refine curriculum, delivery methods, and business outcomes. Onboarding & Acquisition Integration • Design, implement, and continuously improve onboarding programs that accelerate time-to-productivity for new Client Service professionals., • Lead onboarding and learning readiness efforts for acquired teams, ensuring successful adoption of Cresset's culture, technology, service model, and operational practices., • Serve as a key member of acquisition integration efforts by providing hands-on training, coaching, and operational support throughout the integration lifecycle., • Coordinate onboarding activities in partnership with Human Resources, Operations, Technology, Compliance, Investments, and other business partners., • Travel on short notice and remain onsite for extended periods during acquisitions, integrations, and other strategic initiatives to support successful adoption of Cresset's operating model. Qualifications • Bachelor's degree required; advanced degree or relevant professional certification preferred., • Minimum of 10 years of experience in wealth management, private banking, family office, or financial services, including at least 5 years supporting ultra-high-net-worth (UHNW) clients., • Minimum of 5 years leading learning, training, onboarding, or talent development programs, preferably within an RIA or sophisticated advisory organization supporting client-facing teams., • Demonstrated expertise in designing, developing, delivering, and evaluating learning programs for adult learners, with the ability to translate complex business, operational, and regulatory concepts into practical training solutions., • Exceptional communication and project management skills, with proven ability to lead organizational change through learning initiatives that support technology adoption, acquisitions, integrations, evolving business processes, and operational excellence., • Experience with learning management systems (LMS), instructional design tools, virtual learning platforms, Microsoft Office, SharePoint, and other collaboration technologies., • Willingness and ability to travel approximately 75%, including extended onsite stays during acquisitions, integrations, and other strategic initiatives. What We Offer: At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $150,000 - $180,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. *Disclosures related to awards, recognitions, and rankings available _. *Barron's Top 100 RIA Firms (issued 09.2026). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Barron's award logos. **Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.

Advisor Growth Specialist - Business Development Cornerstone Planning Group | Boca Raton Area, FL | On-Site Help Build the Future of Cornerstone Cornerstone Planning Group is building a financial advisory firm designed for growth—for our clients, our advisors, and our team. We are a culture-driven organization committed to meaningful work, lasting relationships, and creating an environment where financial advisors can build stronger businesses and more fulfilling careers. As Cornerstone enters its next stage of growth, we are seeking a driven and engaging Advisor Growth Specialist to help expand our advisor community. This is a unique opportunity to help shape a growing advisor community at a pivotal stage in Cornerstone's evolution. Working directly with our Director of Advisor Growth and firm leadership, you'll build relationships with financial advisors, represent Cornerstone at industry events, and contribute meaningfully to the firm's long-term growth. What You’ll Do Generate Advisor Opportunities · Serve as the first point of contact for prospective financial advisors and advisory practices. · Conduct targeted outreach through phone, email, text, LinkedIn, and other channels to build a qualified pipeline. · Research prospective advisors and tailor outreach to their businesses, backgrounds, and goals. · Communicate Cornerstone's value proposition effectively while adapting conversations to individual prospects. · Generate a consistent flow of qualified introductory meetings for the Director of Advisor Growth. Support Conferences and Industry Events · Partner with the Director of Advisor Growth to prepare for and attend conferences, networking events, and industry programs. · Research attendees, identify priority prospects, and coordinate meetings before and during events. · Confidently engage prospective advisors, communicate Cornerstone's story, and identify opportunities for continued dialogue. · Document key insights and execute timely follow-up to convert event interactions into meaningful opportunities. · Conduct timely and personalized post-event follow-up to turn new connections into lasting relationships and qualified opportunities. Build and Cultivate Relationships · Develop rapport with prospective advisors and understand their businesses, goals, and challenges. · Maintain thoughtful follow-up with prospects throughout the recruiting process. · Coordinate meetings, advisor visits, presentations, and related logistics. · Provide the Director of Advisor Growth with organized notes, context, and recommended next steps. Manage the Advisor Growth Pipeline · Maintain accurate CRM records, activity tracking, notes, and follow-up schedules. · Monitor key pipeline metrics, including outreach activity, engagement, meetings, and qualified opportunities. · Partner with the Director of Advisor Growth to prioritize opportunities and maintain momentum. · Re-engage long-term prospects and support advisors as they move through the recruiting process. · Handle advisor and business information with professionalism and discretion. · Support prospects as they advance through Cornerstone’s recruiting process, with the ultimate goal of welcoming well-aligned advisors to the firm. Improve How We Grow · Share prospect feedback and marketplace insights with the advisor growth and marketing teams. · Help connect marketing and event activity with measurable advisor-growth results. · Test and refine communication, follow-up, and engagement approaches. · Identify advisor needs and trends that can strengthen Cornerstone's value proposition. · Support additional initiatives as the Advisor Growth function expands. Partnership with the Director of Advisor Growth The Advisor Growth Specialist creates engagement and opportunity at the top of the pipeline and is responsible for initiating conversations, qualifying interest, supporting in-person engagement, maintaining consistent follow-up, and scheduling meaningful introductory meetings. The Director of Advisor Growth takes primary responsibility for deeper discovery, strategic relationship development, and guiding qualified prospects toward a decision to join Cornerstone. Both individuals will work closely together at industry events and throughout the advisor’s journey to create a seamless and highly professional experience. What Success Looks Like Success will be evaluated through a balanced combination of consistent outreach, quality conversations, qualified meetings, event engagement, pipeline movement, and contribution to Cornerstone’s broader growth. This includes: • Consistent and disciplined outbound outreach, • A steady flow of qualified advisor conversations and meetings, • Effective follow-up and pipeline progression, • Strong event engagement and relationship development, • Timely responsiveness to inbound opportunities, • Accurate and organized CRM management, • Creating opportunities with advisors who fit Cornerstone’s target profile. Activity creates opportunities, but activity alone is not the goal. The quality of the conversations, relationships, and opportunities created will be equally important. What You’ll Bring • Exceptional interpersonal, verbal, and written communication skills., • Confidence initiating conversations both virtually and in person., • Ability to quickly build rapport in professional settings., • Strong listening skills, curiosity, and sound judgment., • A polished and professional presence when representing Cornerstone., • Discipline, resilience, and a positive attitude in an outreach-driven environment., • Excellent organization, time management, and follow-through., • Goal orientation, accountability, and coachability., • Comfort using CRM systems, LinkedIn, sales-engagement tools, and related technology., • Willingness and ability to travel up to 20% of the time. Preferred Experience • Two or more years of experience in business development, outbound sales, recruiting, lead generation, financial services, or another relationship-driven role., • Experience generating and qualifying opportunities through outbound and inbound channels., • Experience developing professional relationships through conferences, trade shows, networking programs, or other live events., • Familiarity with financial advisors, RIAs, broker-dealers, wealth management, or financial services is a significant advantage., • An understanding of the challenges faced by small-business owners is highly valuable., • Experience with CRM and sales-engagement platforms is preferred. Financial services experience can help someone become productive more quickly, but we are equally interested in candidates who bring the right communication skills, professional presence, work ethic, curiosity, and willingness to learn. Compensation: Base salary: $60,000-$90,000 depending on experience. Additional incentive compensation is tied to advisor-growth activity, qualified opportunities, and business-development results. Top performers will have significant opportunities to increase earnings as Cornerstone grows. Growth Opportunities Successful Advisor Growth Specialists may have opportunities to grow into roles such as: Senior Advisor Growth Specialist or Strategic Advisor Recruiting and Relationship roles. As Cornerstone expands, this position is expected to grow in responsibility and influence. Benefits • Company-covered health insurance, • Life insurance and long-term disability coverage, • 401(k) match with profit sharing, • Flexible paid time off, • Paid federal holidays, • Gym reimbursement, • Professional development budget How to Apply Apply and email Info@cspgllc.com with your résumé and answers to the following questions: • Which Cornerstone core value do you identify with most, and why?, • What specifically about Cornerstone Planning Group stands out to you?, • Why do you believe you would succeed in an outreach-focused and relationship-driven role?, • Tell us about a time you successfully initiated a conversation and built a relationship in an in-person professional setting., • Applicants who do not complete this step may not be considered.

Talon Headhunters is partnering with a growing, PE-backed company in Fort Lauderdale, FL. They need a hands-on accountant to support day-to-day operations $70K–$75K + benefits What you'll do: 🔹 Support AP and AR 🔹 Process ACH payments across multiple bank accounts 🔹 Perform bank reconciliations 🔹 Prepare and post GL entries 🔹 Keep the inventory system and QuickBooks in sync 🔹 Help with the month-end close, monthly schedules, P&L and balance sheet 🔹 Take part in process improvement and automation projects Why it's worth a look: • Automation: the team is actively modernizing, and you'll help shape the processes and systems., • Transition experience: third-party accounting support is coming on board over the next 6–12 months, and you'll be part of that change., • Broad exposure: you'll work on core accounting across multiple entities., • Growth: the company is PE-backed and expanding. If you're a detail-oriented accountant who wants more than a single-entity routine, let's talk. 📩 Send me a DM or email your resume to gonzalo@talonheadhunters.com Know someone who'd be a great fit? Please tag them or share this post. 🙌 • #AccountingJobs #StaffAccountant #SouthFloridaJobs #SunriseFL #QuickBooks #PrivateEquity #Hiring #FinanceCareers #TalonHeadhunters

Role Description This is a full-time hybrid position for a Supervisory Principal based in Fort Lauderdale, FL, with partial remote work flexibility. The Supervisory Principal will be responsible for performing supervisory and compliance reviews of new account activity and related transactions to ensure adherence to applicable regulatory requirements, firm policies, supervisory procedures, and industry standards. The role will oversee the review and approval of new account documentation, account types, investment products, and transactions submitted by registered representatives and investment advisory professionals. This includes evaluating documentation for completeness and accuracy, reviewing product and transaction suitability, identifying potential compliance concerns, and ensuring appropriate supervisory controls are followed throughout the account-opening process. The Supervisory Principal will work closely with financial professionals and internal departments to address questions, resolve exceptions, and obtain additional information when necessary. The position requires a strong understanding of FINRA and SEC rules, broker-dealer and RIA supervisory requirements, and the regulatory considerations associated with various investment products and account types. Key Responsibilities • Perform supervisory reviews of new account applications, account documentation, and related investment activity to ensure compliance with firm policies, supervisory procedures, and applicable regulatory requirements., • Review and approve new accounts and transactions involving a range of investment products and account types, including annuities, 529 plans, mutual funds, advisory accounts, commission-based products, managed accounts, alternative investments, and other securities and investment products., • Evaluate account and transaction documentation for completeness, accuracy, suitability, and adherence to applicable regulatory and firm requirements., • Conduct supervisory reviews of registered representatives’ and investment advisors’ activities in accordance with FINRA, SEC, and other applicable regulatory requirements., • Identify and escalate potential regulatory, suitability, documentation, or compliance concerns to senior compliance and supervisory leadership., • Review exceptions and resolve deficiencies, including identifying missing or incomplete documentation and working with financial professionals to obtain required information., • Apply knowledge of applicable rules and regulations to assess account types, investment products, and transactions during the new account review process., • Support the implementation, maintenance, and enhancement of supervisory procedures, compliance controls, and review processes., • Maintain thorough and accurate supervisory documentation and records related to account reviews, approvals, exceptions, and escalations., • Collaborate with Compliance, Operations, Legal, and other internal teams to address complex account and product-related issues., • Assist with regulatory inquiries, examinations, audits, and internal compliance reviews as needed., • Monitor trends and recurring issues identified through supervisory reviews and recommend enhancements to policies, procedures, and controls., • Participate in compliance initiatives, supervisory projects, and ad hoc reviews as assigned., • Maintain current knowledge of FINRA and SEC rules, regulatory developments, product requirements, and industry practices relevant to the new account and supervisory review process. Qualifications • Active FINRA Series 24 required., • Bachelor’s degree in a related field preferred., • 3-6 years of experience in broker-dealer compliance, new account supervision, regulatory supervision, or a related supervisory role., • Strong working knowledge of FINRA and SEC rules and regulations, as well as broker-dealer and RIA supervisory requirements., • Experience reviewing new account documentation and investment products, with knowledge of products such as annuities, 529 plans, mutual funds, advisory accounts, commission-based products, and managed accounts., • Understanding of suitability, supervisory review, account documentation, and regulatory requirements applicable to investment products and transactions., • Strong attention to detail and ability to identify potential compliance and regulatory concerns., • Ability to work independently while collaborating effectively with financial professionals and internal teams. Benefits • Competitive Salary, • Additional licenses are also supported and paid for by the company, • PTO, • Healthcare, Vision, and Dental Insurance, • Short-Term Disability

Senior Accounts Receivable Analyst Location: Fort Lauderdale, FL Schedule: Monday-Friday, 8:00 a.m.-5:00 p.m. Work Arrangement: On-site Employment Type: Full-time, salaried exempt Turn Receivables Into Results Ascendo Resources is partnering with a highly respected, well-established South Florida organization seeking an experienced Senior Accounts Receivable Analyst to join its accounting team. This is an excellent opportunity for an A/R professional who thrives on solving complex account issues, improving cash flow, and building stronger processes. You’ll take ownership of high-value customer accounts while serving as a trusted resource to the broader Accounts Receivable team. If you know how to balance persistent collections with excellent customer service—and enjoy finding smarter ways to get the job done—this could be the opportunity for you. What You’ll Do • Manage high-value, complex, and strategic customer accounts, ensuring accurate invoicing, collections, and payment application, • Prepare and monitor customer deposits, progress billing, and Work-in-Progress billing, • Review A/R aging and prioritize collection activity to reduce delinquent balances, • Contact customers regarding past-due invoices through professional phone and email communication, • Research and resolve billing discrepancies, payment disputes, and significant account variances, • Process payments, credit memos, adjustments, and write-offs in accordance with company policies, • Perform complex account reconciliations and maintain accurate customer records, • Monitor Days Sales Outstanding and recommend strategies to improve collection performance, • Prepare weekly and monthly aging reports and collection updates for management, • Partner with Project Management, Estimating, Operations, Account Management, and Finance to address billing delays and discrepancies, • Support month-end and year-end close, including reconciliations and revenue-recognition activities, • Identify opportunities to strengthen A/R processes, internal controls, reporting, billing, and cash application, • Participate in ERP implementations, upgrades, testing, and user-acceptance activities, • Assist with internal and external audits by preparing documentation and responding to requests, • Provide technical guidance, training, and mentorship to other Accounts Receivable team members, • Serve as a subject-matter expert for billing, collections, cash application, reconciliations, and A/R reporting What You’ll Bring • 5+ years of experience in billing, collections, and accounting within a corporate environment, • Bachelor’s degree in Accounting, Finance, Business, or a related field—or equivalent relevant experience, • Strong understanding of GAAP, accounting principles, and subledger-to-general-ledger relationships, • Advanced Microsoft Excel skills and confidence working with large volumes of financial data, • Experience with account reconciliations, aging analysis, cash application, progress billing, and A/R reporting, • Strong analytical and problem-solving abilities with exceptional attention to detail, • Ability to investigate discrepancies, make sound decisions, and follow issues through resolution, • Excellent communication and customer-service skills, • Ability to manage multiple priorities, learn quickly, and collaborate across departments, • Experience supporting process improvements or ERP implementations is highly valued Why This Opportunity Stands Out • Take ownership of complex, high-impact accounts, • Play a visible role in improving cash flow and collection performance, • Partner directly with operational and financial leaders, • Help shape processes rather than simply maintain them, • Serve as a mentor and technical resource within the A/R department, • Join an established organization that values accuracy, accountability, collaboration, and exceptional customer service Ready to make an impact? Apply today or contact Ascendo Resources to learn more about this confidential opportunity. Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Company Overview: MN8 Energy is one of the largest independent solar energy and energy storage owner-operators in the U.S., serving enterprise customers with clean energy and complementary solutions, such as battery storage and EV charging, to enable an electrified, decarbonized world. Originally founded inside of Goldman Sachs in 2017, our fleet has grown to nearly 4 gigawatts of solar, including 850 projects across 28 states, and over 270 megawatts of battery storage projects. MN8 is headquartered in New York with offices in Dallas, Boca Raton, and Madrid. Position Overview: The Senior Analyst, Finance Risk Management supports the organization’s financial risk management framework by analyzing, monitoring, and mitigating energy market, credit, and operational risks. This role plays a critical part in developing risk models, ensuring compliance with internal policies and external expectations, and providing analytical insights to support strategic decision-making. This position partners closely with finance, trading, and development teams to evaluate risk exposure across the company’s renewable energy portfolio and help drive disciplined, data-informed risk management practices. As the Senior Analyst, Finance Risk Management, you will: • Support the identification, evaluation, mitigation, and monitoring of financial risks across the organization’s energy portfolio, • Develop and maintain financial risk management tools and models to analyze market, credit, and operational risks, • Monitor adherence to risk management policies, limits, and strategies, ensuring compliance with internal standards and external expectations, • Analyze financial risks across business units and at the corporate level to inform decision-making, • Support the design and implementation of the organization’s risk management framework, including assessing financial impacts of identified risks, • Evaluate and enhance risk metrics and monitoring procedures related to transactional exposures, • Assist in managing and maintaining the Energy Trading and Risk Management (ETRM) system, • Apply analytical and statistical techniques to optimize market and credit risk strategies for portfolios, • Establish and maintain frameworks to track and value counterparty credit exposure and other key risk metrics, • Ensure risk and credit databases and systems are accurate, updated, and reliable, • Provide financial and credit analysis on counterparties to support transaction evaluation, • Partner with marketers, developers, and internal stakeholders to assess risk across renewable asset positions, • Perform ad hoc data analysis and reporting to support evolving business needs, • Support project management initiatives and broader team objectives What We’re Looking For: • Bachelor’s degree in Finance, Accounting, or a related quantitative discipline required; MBA preferred, • Minimum 3 years of financial experience, including at least 1 year in energy risk management; relevant certifications are a plus, • Strong quantitative, analytical, and modeling capabilities, • Experience with energy trading and risk management systems (ETRM preferred), • Experience analyzing large data sets and applying statistical techniques, • Proficiency with data analysis tools (e.g., Excel, Python, SQL, or similar), • Strong communication skills, both written and verbal, • Proven ability to deliver results in a timely and high-quality manner, • Strong business acumen with a service-oriented mindset, • Ability to manage multiple priorities and work effectively across stakeholders, • Collaborative team player with a demonstrated hands-on approach, • High attention to detail and strong organizational skills, • Intellectual curiosity and a continuous learning mindset, with the ability to incorporate best practices across industries How we set you up for success: At MN8, we know our most valuable resource is our people. That’s why we offer the following benefits. By investing in you, we know we are investing in the clean energy of tomorrow. • Medical/Dental/Vision Insurance beginning the 1st of the month following your date of hire, • Paid Time Off, • Paid holidays and floating holidays, • 401(k) with competitive employer match, • Parental leave Equal Opportunity Employer: MN8 Energy is an Equal Opportunity Employer and fully subscribes to the principles of Equal Employment Opportunity to ensure that all applicants and employees are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or other protected characteristics.

Position Summary Our client is seeking an Analyst to join a lean, collaborative team dedicated to enhancing financial processes, systems, and operations across the organization. This role is suitable for an individual with a strong accounting background who enjoys analyzing current processes, identifying opportunities for improvement, and implementing more efficient solutions. Key Responsibilities: • Evaluate existing accounting and finance processes to identify opportunities for standardization, improvement, and increased efficiency., • Collaborate with cross-functional stakeholders to understand business requirements, challenges, and areas for process enhancement., • Support initiatives involving system workflows, process redesign, automation, and system enhancements., • Assist with the implementation, testing, and ongoing optimization of financial systems and enterprise resource planning (ERP) solutions., • Participate in gathering requirements, creating process maps, documenting procedures, testing, and executing implementations., • Analyze financial data to identify gaps, inefficiencies, and opportunities for better controls and streamlined workflows., • Support user acceptance testing to ensure new processes and system functionalities align with business needs., • Develop and maintain documentation related to processes, procedures, workflows, and transformation projects., • Track project activities, communicate progress, and address issues or dependencies with stakeholders., • Contribute to change management efforts and facilitate adoption of new financial tools and processes., • Take ownership of initiatives, ensuring timely progress within a lean and dynamic team environment., • Build and maintain effective working relationships across the organization to promote a collaborative culture. Required Qualifications • Bachelor’s degree in Accounting, Finance, Business, or a related field., • Professional experience in accounting or a closely related financial function., • Practical experience in process improvement, including evaluating and implementing process enhancements., • Strong understanding of accounting processes and financial data flow within organizations., • Analytical and problem-solving skills to identify issues and develop practical solutions., • Ability to work independently, demonstrate initiative, and manage responsibilities with minimal supervision., • Excellent communication and interpersonal skills for effective collaboration with finance and cross-functional teams., • Comfort working onsite four days per week and contributing actively to a team-oriented environment. Preferred Qualifications • Experience supporting the implementation, upgrade, migration, or optimization of financial systems, especially ERP solutions., • Experience with Microsoft Dynamics 365 (D365) is highly preferred., • Knowledge of process mapping, workflow automation, system testing, and user acceptance testing., • Background in financial transformation, finance systems implementation, or continuous process improvement environments. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights • Client Engagement: Cultivate and expand your network within established markets, • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs, • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services, • Work-Life Balance: Flexible schedule to maximize productivity and personal time, • Location: Working outside the office in local schools and municipalities Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional., • Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.GE-7814452.1(4/25)(Exp.4/29)

Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation³, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555⁴. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations⁶: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients⁷ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force⁸, • #1 largest mutual insurer in the U.S.⁹ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period., 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason., 6. A full list of our awards is available here: _., 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025., 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation., 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027)

About the job We are seeking a motivated and customer-focused Loan Officer to join our growing team. This is a remote position, with a primary focus on serving clients in Florida. The ideal candidate is self-driven, knowledgeable in residential lending, and comfortable managing the loan process from application through closing in a virtual environment. Key Responsibilities • Originate residential mortgage loans, including Conventional, FHA, VA, and Non-QM products, • Build and maintain strong relationships with clients, real estate agents, and referral partners, • Guide borrowers through the loan application process and provide clear, timely communication, • Analyze borrower financials to recommend appropriate loan products, • Ensure all loan files meet federal, state, and investor compliance requirements, • Collaborate with processing and underwriting teams to ensure smooth and timely closings, • Stay up to date on lending guidelines, market trends, and interest rate changes Qualifications • Active Loan Originator license (NMLS) required, • +1 year of experience as a Loan Officer or Mortgage Loan Originator preferred, • Strong knowledge of mortgage products and underwriting guidelines, • Excellent communication, sales, and relationship-building skills, • Ability to work independently in a remote environment, • Proficient with loan origination systems and digital documentation tools What We Offer • Competitive commission structure with high earning potential, • Access to a wide range of loan products and competitive rates, • Marketing and operational support, • Flexible schedule with autonomy over your pipeline, • Growth opportunities within a scaling organization

Community Care Plan is seeking an experienced Senior Payment Integrity Analyst to serve as a key business lead for payment integrity across our Medicaid and Marketplace lines of business. In this role, you’ll help drive strategies that prevent, detect, and recover improper medical claims while working closely with Finance, IT, Compliance, Claims, Quality, Risk Adjustment, and external partners to improve payment accuracy and protect healthcare dollars. What You Bring • Bachelor’s degree in Healthcare, Finance, or a related field or 5+ years of relevant work experience, • 5+ years of experience in a data-related role within a health plan, preferably involving claims and encounter data, • Experience with payment integrity within a Managed Medicaid health plan, preferably in Florida, • Strong knowledge of SQL and Power BI, • Experience with Marketplace or commercial lines of business is preferred, • Experience working with claims and encounter data and processes within a health plan is preferred What You’ll Do • Lead payment integrity strategies designed to prevent, detect, and recover improper medical claims, • Oversee pre-payment and post-payment claim review and cost-containment initiatives, • Evaluate and manage payment integrity vendors, • Identify and correct contract configuration and claims processing errors, • Oversee clinical and non-clinical claim editing strategies, including duplicate detection, upcoding, and unbundling, • Perform root cause analysis and partner with Claims, IT, Provider Operations, Compliance, Finance, and other teams to implement solutions, • Analyze data and clearly communicate findings and recommendations to technical and non-technical stakeholders, • Develop and maintain standard operating procedures and process guides Why This Role Matters This is an opportunity to play a key role in shaping payment integrity strategy across a health plan environment—combining data analysis, healthcare operations, problem-solving, and cross-functional leadership to help ensure claims are processed accurately and payment integrity programs are effective. Work Schedule: Community Care Plan is currently following a hybrid work schedule. The company reserves the right to change the work schedules based on the company needs. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully 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 is regularly required to sit, use hands, reach with hands and arms, and talk or hear. The employee is frequently required to stand, walk, and sit. The employee may occasionally be required to stoop, kneel, crouch or crawl. The employee may occasionally lift and/or move up to 15 pounds. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. The environment includes work inside/outside the office, travel to other offices, as well as domestic travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. We are an equal opportunity employer who recruits, employs, trains, compensates and promotes regardless of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. Background Screening Notice: In compliance with Florida law, candidates selected for this position must complete a Level 2 background screening through the Florida Care Provider Background Screening Clearinghouse. The Clearinghouse is a statewide system managed by the Agency for Health Care Administration (AHCA) and is designed to help protect children, seniors, and other vulnerable populations while streamlining the screening process for employers and applicants. Additional information is available at: _

Financial Professional – Bilingual English/Spanish Preferred 📍 South Florida | Miami – Fort Lauderdale – Boca Raton – West Palm Beach Are you motivated by professional growth, helping others, and building greater financial independence? We are looking for motivated, entrepreneurial-minded individuals interested in developing a career as a Financial Professional. This opportunity may be a strong fit for professionals with backgrounds in sales, business development, customer service, banking, real estate, hospitality, or other relationship-driven industries. What we're looking for: • Strong communication and interpersonal skills, • Sales experience preferred, but not required, • Self-motivated and goal-oriented, • Organized, responsible, and coachable, • Entrepreneurial mindset and desire for professional growth, • English/Spanish bilingual skills preferred, • Life & Health insurance licenses preferred, but not required The opportunity: • Build and develop long-term client relationships, • Help individuals and families work toward their financial goals, • Develop your professional and financial-services knowledge, • Grow through training, coaching, and professional development, • Build a career where your results and professional growth can create greater financial opportunity If you're ambitious, enjoy working with people, and are looking for an opportunity to grow professionally, we'd like to hear from you. Apply to learn more about the opportunity and our selection process.

About Simpay At Simpay, we help businesses simplify operations through payment processing, payroll, business solutions, and our exclusive Exectras Membership program. Exectras provides business owners and their employees with valuable savings, access to an affordable healthcare platform, and resources designed to improve employee retention while reducing everyday expenses. As we continue to grow, we're looking for driven sales professionals who enjoy building relationships, educating business owners, and closing deals that create real value. Position Summary The Membership Advisor is responsible for introducing and selling the Exectras Membership program to small and medium-sized businesses. Unlike traditional cold calling, you'll primarily work from warm prospect lists consisting of businesses that belong to associations and organizations with which we have established relationships. This role combines outbound phone and digital sales with relationship-based, in-person selling. Membership Advisors may have opportunities to visit prospective customers, attend association events, networking opportunities, and other business functions where appropriate. These interactions provide an opportunity to build relationships, educate business owners, and generate new membership opportunities. This role is ideal for someone who thrives in a high-activity sales environment, enjoys speaking with business owners, and is motivated by uncapped earning potential. What You'll Do • Conduct outbound calls to business owners from assigned prospect lists., • Build relationships with decision-makers and educate them on the value of the Exectras Membership program., • Identify customer needs and position the membership as a solution that benefits both employers and employees., • Schedule and conduct virtual, phone, and in-person presentations where applicable., • Guide prospects through the sales process from initial contact through close., • Consistently achieve and exceed monthly sales goals., • Maintain accurate records of customer interactions and pipeline activity within the CRM., • Follow up with prospects through calls, email, and other communication channels., • Participate in sales meetings, coaching sessions, and ongoing product training., • Collaborate with marketing and leadership to maximize opportunities within partner associations. What We're Looking For • 2+ years of sales experience (inside sales, B2B sales, or business development preferred)., • Strong communication and relationship-building skills., • Comfortable making a high volume of outbound calls each day., • Excellent listening and consultative selling abilities., • Self-motivated with a competitive, goal-oriented mindset., • Strong organizational and time management skills., • Experience using CRM systems such as Salesforce, HubSpot, or similar platforms is preferred., • Proficiency with Microsoft Office and Google Workspace. Preferred Qualifications • Experience selling employee benefits, payroll, HR solutions, insurance, merchant services, SaaS, or other B2B solutions., • Experience selling to small and medium-sized businesses., • Proven track record of meeting or exceeding sales quotas. Compensation & Benefits • Base salary, • Uncapped commission structure, • Paid training and ongoing professional development, • Medical, dental, and vision insurance (if applicable), • Paid time off and company holidays, • Career advancement opportunities within a growing organization Earning Potential Our Membership Advisors are rewarded for performance through a base salary and uncapped commission plan. Advisors who achieve 100% of their sales quota can expect the following On-Target Earnings (OTE) ranges: • Year 1: $80,000-$95,000, • Year 2: $135,000-$155,000, • Year 3: $180,000-$200,000 These earnings are estimates provided for illustrative purposes and are not guaranteed. Actual compensation will vary based on individual performance and several factors, including quota attainment, average deal size, customer retention, and the timing of closed business. Because commissions are uncapped, top performers who exceed quota have the opportunity to earn substantially more than the estimated OTE. Why Join Simpay? At Simpay, you'll join a fast-growing fintech organization where your work has a direct impact on helping businesses provide meaningful benefits to their employees. You'll receive qualified prospect lists, ongoing coaching, and the support needed to build a successful sales career while enjoying unlimited earning potential through commissions. If you're passionate about helping businesses, enjoy building relationships, and are looking for a sales role with significant income potential, we'd love to hear from you.

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today. We support you every step of the way: • No finance background? No problem—sales, service, or people-facing experience is a big plus!, • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business., • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion., • Award winning mentorship and training programs that support your move into sales leadership and wealth management., • Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? • Top-tier training with mentors and resources to help you succeed at every level., • Your career, your pace by moving into a leadership role in as little as 12 months., • Continuous support with tech tools, marketing leads, and team collaboration., • Unlimited income streams with uncapped commissions, renewals, and bonuses., • Live life with exciting awards trips, lasting friendships and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Please visit our career site to learn more and apply: https://careersatbankerslife.com

Collection Specialist – Full-Time | Fort Lauderdale, FL Build a Career with Ace Recovery Group Ace Recovery Group is a growing commercial debt collection agency specializing in the recovery of merchant cash advances (MCA), business loans, and other commercial receivables. As we continue to grow, we're looking for someone who's ambitious, competitive, and motivated to build a long-term career with us. This is more than an entry-level collections position—it's an opportunity to learn the industry from experienced professionals, build your own pipeline, and work toward becoming a Senior Account Manager with substantial commission earning potential. If you're driven, enjoy speaking with people, and are looking for a company where hard work is recognized and rewarded, we'd love to meet you. About the Role As an Account Manager (Opener), you'll be the first point of contact with merchants. Your role is to identify opportunities by reaching out to merchants, understanding their situation, and qualifying those who are ready to discuss resolving their accounts. You'll work directly under a Senior Account Manager, building your own pipeline of qualified merchants. Once a merchant is ready to move forward, you'll introduce them to your Senior Account Manager, who will negotiate the settlement agreement and payment plan. You'll earn commission on every successful deal generated from your pipeline, in addition to your annual salary. Responsibilities • Contact merchants using company-provided leads and assigned accounts, • Build rapport with business owners and identify merchants interested in resolving their obligations, • Qualify opportunities and transition them to your Senior Account Manager, • Build and maintain your own pipeline of active merchants, • Maintain accurate notes and follow-up activity within our system, • Meet daily and weekly outreach goals What We're Looking For • Strong communication and phone skills, • Competitive, self-motivated, and goal-oriented, • Professional and confident speaking with business owners, • Coachable and eager to develop professionally, • Organized and able to manage a consistent pipeline, • Someone looking to grow with the company and advance into a Senior Account Manager role Previous experience in sales, collections, customer service, or negotiations is a plus, but we're willing to invest in the right person with the right attitude. Compensation & Benefits • $22.00-$25.00/hourly, • Commission on successful deals generated from your pipeline, • Health Insurance, • Dental Insurance, • Paid Time Off, • Direct mentorship from an experienced Senior Account Manager, • Clear path to becoming a Senior Account Manager with significantly higher commission earning potential Position Details Location: Fort Lauderdale, FL (In Office) Schedule: Monday–Friday, 10:00 AM – 6:00 PM Why Join Ace Recovery Group? We're looking for someone who wants to build a career—not just find their next job. From day one, you'll work alongside an experienced Senior Account Manager, learning the business while building your own pipeline and contributing directly to the company's growth. As you develop your skills and consistently perform, you'll have the opportunity to advance into a Senior Account Manager role, where you'll negotiate settlements, manage your own accounts, and significantly increase your earning potential. If you're hungry to succeed, willing to put in the work, and looking for a company that rewards performance and promotes from within, we'd love to hear from you. Compensation: $22.00-$25.00/hourly + Commission Health Insurance & Dental Insurance Job Type: Full-Time Work Location: In Person – Fort Lauderdale, FL

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: • Build a client base and develop knowledge of Bankers Life financial products and market trends, • Develop yourself with our award-winning training and mentorship network, • Present clients with financial solutions and drive them to action, • Take ownership of your business and build a team The ideal candidate will have: • Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®), • High level of self-motivation; ability to accomplish goals independently, • History of success in sales, competitive roles, client services, or client-facing roles, • Excellent time-management skills, • Desire for continuous learning What we offer: • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years, • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®, • Inclusive culture, career long mentorship, and the support of an established office structure, • Progressive advancement opportunities, • Flexible hybrid schedule once you complete your agent training, • Sales leads, marketing tools and leading technology, • Uncapped earnings ($80,000 - $100,000 1st year average), • Passive income opportunities and bonus programs, • Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Key Responsibilities General Accounting & Financial Reporting • Lead and manage the monthly financial close process, ensuring accurate and timely completion of all close activities., • Oversee the preparation of monthly financial statements, management reporting, and supporting schedules., • Review journal entries, account reconciliations, and balance sheet analyses for accuracy and completeness., • Manage and provide direction to the General Ledger Accounting team., • Establish priorities and ensure the accounting team consistently meets reporting deadlines., • Partner with the Commissions team to develop, analyze, reconcile, and validate commission-related reports and statements., • Provide oversight and support to Accounts Payable and Claims Billing activities as needed., • Identify opportunities to improve accounting processes, systems, reporting, and operational efficiency., • Train, coach, and mentor accounting staff to support professional development and team performance., • Assist with annual financial statement audit preparation and coordinate responses to audit requests., • Support the Finance Controller with financial reporting, accounting initiatives, and internal control activities., • Perform other responsibilities as assigned. Budgeting & Financial Analysis • Lead the annual operating budget process in partnership with department leaders and Finance leadership., • Establish budget timelines and provide guidance regarding assumptions, methodology, and required supporting documentation., • Maintain department-level budgets and supporting financial models within the company’s financial systems., • Prepare and distribute monthly budget-to-actual reporting and variance analyses., • Identify significant variances, trends, and financial drivers and communicate findings to appropriate stakeholders., • Partner with department leaders to understand financial performance, validate variance explanations, and identify opportunities for corrective action., • Ensure departmental budgets remain consistent with approved business objectives and organizational cost structures. Cost Allocation & Expense Management • Develop and maintain appropriate cost allocation methodologies across departments, entities, and cost centers., • Ensure allocations are accurate, consistently applied, properly documented, and aligned with internal policies., • Reconcile allocated expenses to the general ledger and investigate and resolve discrepancies., • Evaluate existing allocation methodologies on a periodic basis and recommend improvements where appropriate., • Provide financial analysis and insight related to departmental expenses and cost structures., • Support initiatives designed to improve expense visibility, accountability, and financial discipline. Required Qualifications • Bachelor's degree in Accounting, Finance, or a related field., • Active CPA license required., • 5+ years of progressive accounting experience., • Experience working within a multi-entity or multi-company environment., • Experience with budgeting, financial analysis, cost accounting, and cost allocation., • Demonstrated experience leading or managing the month-end close process., • Strong technical understanding of general ledger accounting and financial reporting., • Proven ability to manage competing priorities and consistently meet close and reporting deadlines.

About the Company Remote Sales Representative — Work From Home Looking for more control over your income, schedule, and career growth? PSI Groups is expanding nationwide and looking for motivated individuals to join our remote sales team. This opportunity is designed for people who are competitive, coachable, comfortable talking with others, and interested in building a long-term career in sales and financial services. About the Role This is a remote sales opportunity where you will work from home, meet virtually with individuals and families, understand client needs and present appropriate life insurance solutions, build relationships and manage your own client pipeline, participate in ongoing sales training and mentorship, and develop leadership opportunities as you grow. Responsibilities • Work remotely from home, • Meet virtually with individuals and families, • Understand client needs and present appropriate life insurance solutions, • Build relationships and manage your own client pipeline, • Participate in ongoing sales training and mentorship, • Develop leadership opportunities as you grow Qualifications Sales experience is helpful, but not required. Required Skills We’re looking for people who are: • Self-motivated, • Competitive, • Professional, • Comfortable communicating with people, • Willing to learn and be coached, • Looking for more than a traditional 9-to-5 career No insurance experience? That’s okay. We provide training and help qualified candidates understand the licensing process. Preferred Skills Sales experience is helpful. Pay range and compensation package This is a performance-based sales opportunity. Compensation is based on individual sales results and is not guaranteed. An active insurance license is required to conduct insurance sales. Licensing requirements vary by state. Equal Opportunity Statement PSI Groups is committed to providing a work-from-home sales opportunity where your growth is tied to your performance rather than your job title or years of experience. We welcome motivated individuals from diverse backgrounds to apply. Ready for Something Different? If you’re looking for a work-from-home sales opportunity where your growth is tied to your performance rather than your job title or years of experience, we’d like to hear from you. Apply today to learn more.

This role is hybrid remote. Candidates must reside in the Fort Lauderdale - Miami area. New York Life Accelerated Path to Management Program Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability? The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.* You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities. As you progress and meet specific program requirements,¹ you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development. What We Offer New York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader: • Industry-leading training in business development, marketing, and relationship management, • Ongoing mentorship and professional development, • Hands-on experience building and growing a business, • A defined path into leadership and management, • The opportunity to lead, coach, and develop future financial professionals What We Are Looking For We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have: • Sales or management experience in another industry, • Experience running a business or leading a team, • An MBA or other equivalent degree, • Strong relationship-building and communication skills, • An entrepreneurial mindset and leadership potential If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you. How It Works Phase 1: Build Experience as a Financial Professional In your first year, you’ll gain hands-on experience as a financial professional—building client relationships, growing your business, and developing a strong foundation in financial services. We’ll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions. Training & Resources You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels. Products & Solutions Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products2 such as mutual funds. Phase 2: Transition to Associate Partner After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program2 focused on leadership, recruiting, and team development. As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow. Compensation & Benefits When you begin with New York Life as a financial professional,3 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000 (the minimum salary in California is $70,304.00, the minimum salary in Washington is $80,168.40, and the minimum salary in New York State is $62,353.20, except in New York City and Nassau, Suffolk, and Westchester counties, where the minimum salary is $66,300.00). In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents* in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse. You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.4 Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:5 • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients6 include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force 7, • #1 largest mutual insurer in the U.S.8 *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, timing of your transition to the Associate Partner role depends on openings in the Associate Partner training schedule. Training cohorts open four times per year but are subject to change. Ask your New York Life recruiter for details. ²To offer securities products, such as mutual funds, you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and the New York Life company. A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, state insurance and investment advisory licenses; compliance history; production standards; and required training. Requirements are subject to change. 3If you qualify for an Introductory (PTAS) Contract, you will preview an Agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time Agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time Agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time Agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason. 5A full list of awards is available at: _ 6Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. 7Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. 8Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8965468 (Exp.4.30/2027)

Looking for a career where you have more control over your time and your income? We’re looking for motivated, driven individuals to join our growing life insurance sales organization. No prior life insurance experience is required. We provide training, mentorship, and the resources needed to learn the business and develop your sales skills. What You’ll Do ● Meet virtually and by phone with prospective clients ● Help individuals and families evaluate their life insurance needs ● Present available insurance solutions ● Follow up with prospects and build your client base ● Develop your own book of business ● Work remotely from wherever you’re most productive What We’re Looking For ● Strong communication skills ● Self-motivated and goal-oriented ● Coachable and willing to learn ● Comfortable talking with people ● Previous sales experience is a plus, but not required ● Life insurance licensing is preferred, but we can help qualified candidates through the licensing process Why Consider This Opportunity? ● 100% remote ● Flexible schedule ● More control over your schedule and income ● Performance-based earning potential ● Training and ongoing mentorship ● Opportunity to build a long-term business ● Leadership and advancement opportunities This is a 1099, commission-based opportunity, so earnings are based on production rather than an hourly wage or salary. Success requires consistency, self-discipline, and a willingness to learn. If you’re tired of trading your time for a fixed paycheck and you’re looking for an opportunity where your effort can directly impact your income, we’d like to hear from you. Apply today to learn more about the opportunity and see if it’s a good fit. Visit our careers page or click here _

About Qolo - now part of CSI Qolo, now part of Computer Services, Inc. (CSI), simplifies complex financial infrastructure so businesses can grow with confidence. Qolo provides modern payment solutions, including a unified ledger, card issuing, digital wallets, and real-time transaction processing. Job Summary As a Senior Onboarding Project Manager at Qolo, you will lead complex onboarding projects that integrate our cutting-edge payment solutions. These projects involve close collaboration with banks, card networks, and card fulfillment providers to deliver seamless and secure payment experiences. You’ll work with both bank clients and fintechs building programs on Qolo’s unified ledger and payments platform, ensuring funds flows, account hierarchies, and configurations are set up correctly from day one. You will own end-to-end delivery for some of our most strategic and complex customer programs and help shape how Qolo runs onboarding overall. Reporting into the Customer Success organization, you will partner closely with Product, Engineering, Risk/Compliance, and Commercial teams to ensure that what we promise, design, and launch is delivered on time, within scope, and with high quality. To be successful, you’ll bring a blend of payment expertise, operational acumen, project management discipline, technical aptitude, and customer centricity. Primary Responsibilities: Delivery Ownership • Serve as the Directly Responsible Individual accountable for overall success of your onboarding projects, including scope, timeline, quality, and stakeholder alignment., • Lead and manage complex onboarding projects, ensuring they are completed on time, within scope, and within budget., • Identify, sequence, and drive completion of all project tasks and workstreams required for timely project delivery., • Maintain and manage core project artifacts (e.g., project plans, RAID logs, decision logs, status reports) so that all stakeholders have a clear view of progress and risk., • Develop a clear understanding of each program’s funds flows and how they map to Qolo’s unified ledger (accounts, hierarchies, and reconciliation), ensuring onboarding designs support accurate settlement and reporting. Customer and stakeholder leadership • Serve as the primary point of contact for customers and internal stakeholders during onboarding, ensuring clear expectations and a consistent experience., • Collaborate with cross-functional teams — including Product, Engineering, Risk/Compliance, Operations, and Commercial owners — to meet project goals and customer expectations., • Facilitate effective project governance, including regular status meetings, executive readouts, and decision forums for your programs., • Manage dependencies with external partners (banks, networks, card fulfillment providers, and other third parties) to keep work moving and unblock issues. Risk, issues, and change management • Proactively identify project risks and issues, maintain RAID visibility, and execute mitigation and contingency plans before they impact launch., • Drive structured change control: ensure scope changes are documented, assessed (timing, cost, risk), and communicated to customers and internal stakeholders., • Escalate critical risks and decisions to leadership with clear options and recommendations. Process, methodology, and continuous improvement • Develop and refine onboarding strategies, playbooks, and templates to improve customer time-to-value and operational efficiency., • Capture lessons learned from each onboarding project and feed them back into Qolo’s standard methodology, documentation, and tooling., • Mentor and coach other project managers and onboarding team members on best practices, helping to raise the overall bar for delivery. Governance, compliance, and standards • Ensure compliance with Qolo policies, processes, and standards throughout the project lifecycle., • Partner with Risk, Compliance, and Legal teams to ensure onboarding activities align with regulatory expectations and sponsor bank requirements., • Contribute to internal documentation, runbooks, and training that help Qolo teams support customers effectively post-launch. How You Will Operate: • Customer Focus You have a passion for exceeding customer expectations. You anchor decisions in long-term customer success, even when it requires tough trade-offs on scope or timeline. You push yourself, and the entire project team, to ensure our customers are successful., • Problem Solver You enjoy problem solving and thinking outside the box to find creative solutions to challenges. When things get tough, that’s when you excel and rise to meet obstacles. You use your experience leading complex projects to anticipate where problems might surface and stay ahead of them with clear plans, so programs are delivered as expected., • Bridge Between Tech and Non-Tech You understand API-driven applications and data flows and are comfortable working in a technical environment. You act as the bridge between technical and non-technical teams — translating complex concepts into clear, actionable next steps for all parties. You come up to speed quickly on our product capabilities, non-technical processes, and the unique features and customer benefits our platform offers, and you speak about them with confidence and credibility., • Project Management Excellence You bring advanced project management skills suited to complex onboarding: multiple workstreams, intricate requirements, dependencies on third parties, and executive-level visibility. You are disciplined in planning, RAID management, risk mitigation, and executive-ready reporting to ensure we deliver what we promised., • Transparency and Communication You communicate clearly and consistently to both tactical and executive audiences. You keep teams tightly connected and always aware of what’s been done, what’s at risk, and what’s happening next. You are generous with your time and energy — to your customers and your internal team — and you prioritize clarity over comfort when delivering updates. Qualifications In addition to a proven ability to manage complex, cross-functional projects, we’re looking for: • 5+ years of experience in customer-facing, complex, enterprise project delivery or project management roles (e.g., Onboarding/Implementation, Professional Services, Program Management)., • Excellent understanding of the payments ecosystem, with a particular focus on card issuing and related bank, network, and fulfillment partner interactions., • Demonstrated success leading API-driven or technical integrations between customers and a SaaS/platform provider., • Proven ability to prioritize, manage, and deliver multiple complex projects on time in a fast-paced, high-growth environment., • Highly self-motivated; comfortable operating under aggressive timelines and in ambiguous environments., • Ability to build strong working relationships and influence across multiple teams and levels, both internally and externally., • Comfort working across product, technology, legal, operations, and commercial teams, and translating technical platform capabilities into clear business value for customers., • Superior communication skills (interpersonal, verbal, written, and presentation) with the ability to tailor messaging for both executives and day-to-day operators., • Proficiency with standard project management tools and practices (e.g., project plans, RAID logs, Gantt/roadmaps, stakeholder RACI) and collaboration tools (e.g., Jira/ClickUp, Confluence/Docs, Slack/Teams). Nice to have • Experience working within issuer processors, banks, card networks, or card fulfillment providers., • Experience with ledger or accounting concepts (e.g., account structures, reconciliation, treasury operations) for bank or fintech programs., • Direct experience in fintech, payments, or card issuing programs (e.g., virtual cards, commercial card programs, digital wallets)., • Prior ownership of onboarding or implementation methodology, including templates, playbooks, and standard operating procedures., • Experience mentoring or coaching other project managers or implementation leads. Location, Work Style, and Eligibility • Location: Remote-first, • Work style: This is a highly collaborative role that requires comfort working across time zones and functions; limited travel (e.g., up to 10–20%) may be required for key customer launches or internal planning sessions. Why Qolo • Opportunity to help shape the future of banking and fintech by solving problems created by legacy infrastructure and complex core banking needs., • Work on high-impact, visible customer launches with leading financial institutions, fintechs, and payments companies., • Collaborate with a mission-driven team with deep experience in payments and financial technology — and who are eager to learn from your expertise., • Competitive compensation with comprehensive benefits., • Remote-first culture with flexibility in how and where you get great work done, • Qolo is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.

McKinnon Wright Wealth Management: Associate Financial Advisor – Relationship Manager: What we are looking for The Person Someone that has a talent and passion for investments and financial planning. Industry experience is required, certifications are a plus. Someone that is persistent, driven, organized, and eager to make themselves valuable to the organization and our clients. Someone that has a demonstrated track record of care for others and service to the community. The Position Overview: McKinnon Wright Wealth Management is a family business serving families and we operate under the Golden Rule of treating our clients the way that we would like to be treated (or better!). We view our business as having two divisions; Investment Management and Strategic (financial) Planning. Under those divisions, our goal is to build excellent strategies and processes that can be leveraged for the benefit of clients and advisors across the team. The Associate Financial Advisor will assist the Senior Advisors with all aspects of client development and relationship management. With confidence in our business and processes, your job will be to help us retain and grow our existing business while also helping us develop new client and referral relationships. This is an incredible opportunity to work with and learn from a team of talented advisors who will be excited to help you develop your career. The Compensation Base Salary plus bonus (commensurate with experience and existing client book, if any) The Company You can read more about our team at www.mckinnonwrightwm.com

FP&A Manager | Fort Lauderdale, FL If you're a Senior Financial Analyst ready for the next title and tired of being three layers removed from the decisions your numbers actually drive, this one's worth a look. A fast-growing technology company in Fort Lauderdale is hiring an FP&A Manager to sit alongside its CFO and VP of Finance as a true second analytical partner. This is a lean team where your model, your forecast, and your read on the business go straight to leadership and the board. No layers, no filtering. What the role actually is: This is an individual contributor seat, not a people-management role. You'll own the company's core financial model and its 13-week cash flow forecast, run what-if scenarios that directly inform CFO and board-level decisions, and within about six months take full ownership of the model with minimal oversight, including automating how actuals get loaded. What makes this worth the move: • 401(k) with a 4% match, • Direct, daily visibility with the CFO and VP of Finance, the kind of exposure that's hard to get at a larger, more layered finance org, • A team that actually uses AI tools like Claude as part of daily workflow, not a company still debating whether to allow it What we're looking for: • 4+ years of FP&A experience and a Bachelor's degree in Finance, Accounting, or a related field, • Advanced Excel, someone who builds and troubleshoots a multi-tab model, not just fills in a template, • Genuine business acumen: you can look at a number, know why it moved, and explain what it means, • A true self-starter who spots a gap and closes it without being asked, • NetSuite and Power BI experience are pluses, not requirements

Scale Your Agency with Up to 155% Top-Tier Contracts, Fully Funded Agent Recruiting, and Equity Ownership - Apply Today to Lock In Your Downline! Are you an experienced life insurance producer or team builder ready to scale a massive agency without burning your own capital? We fund your candidate acquisition, provide high-intent leads, and place agents directly into your downline so you can focus on leadership, culture, and high-volume overrides. Why Top Producers & Builders Partner With Us • Industry-Leading Compensation: Up to 155% starting potential depending on product selection and qualification., • Fully Funded Agent Recruiting: We spend our capital to recruit, screen, and place active agents directly into your downline., • Exclusive Lead Systems: Direct access to high-intent inbound calls and Google Search leads., • Turnkey Enterprise Infrastructure: Proprietary recruiting CRM, automated follow-up systems, and growth technology provided., • Multi-Product Flexibility: Build specialized or hybrid divisions across Final Expense, Term, IULs, and Annuities., • Equity & Ownership: Earn equity participation and long-term agency ownership as your organization grows. Clear Scale & Growth Path • Top Producer & Builder: Master personal production while establishing your initial downline., • Agency Owner: Scale to 10–25 active producers with our fully funded recruiting support behind you., • Large Agency Leader: Expand to 50, 100+ active agents with recurring contractual overrides and equity shares. Division of Responsibilities What You Lead: • Agent coaching, sales training, and team development, • Fostering team culture and agent retention, • High-level production leadership What We Fund & Build: • Candidate sourcing and recruitment marketing capital, • Automated recruiting CRM, follow-up, and onboarding systems, • High-intent inbound call and search lead systems Who Should Apply • Active Life Insurance License with a proven track record of personal production., • Experience selling Final Expense, Term, IUL, or Annuities., • Demonstrated leadership ability or an existing team of producers looking for higher contract levels and infrastructure., • Strong drive to build long-term contractual override income and agency equity. Position Details & Compensation Model This is an uncapped, commission-based leadership opportunity offering top-tier contract levels up to 155%, agency overrides, performance bonuses, and equity participation for qualified builders. Ready to build your legacy using our capital? Apply today to set up a confidential strategy call!

* You must have an active Series 7 license for this position to be considered * Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. * You must have an active Series 7 license for this position to be considered * About You · Two or more years of client-facing experience · REQUIRED: FINRA Series 7/63 and 65 or 66 · Experience in Center of Influence marketing · Excellent communications and persuasion skills · Self-motivated, high energy · Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others Competitive commission structure designed to grow with you! • 1st year: $50,000 - $80,000, • 3rd year: $70,000 - $100,000, • 5th year: $90,000 - $130,000 What we offer: • Passive income opportunities and bonus programs, • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, • Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Loan Officer Assistant | Launch Your Mortgage Sales Career Are you competitive, driven, and hungry to build a career in sales? Society Mortgage is looking for high-energy, motivated Loan Officer Assistants who want more than just a job. This is an opportunity to get your foot in the door of the mortgage industry, learn directly from experienced Loan Officers, develop your sales skills, and build a path toward becoming a Loan Officer. If you’re ambitious, coachable, and know how to talk to people, we want to meet you. What You’ll Get • Warm, pre-qualified leads provided, • No cold calling, • Learn directly from experienced Loan Officers and top producers, • Structured training and hands-on coaching, • Base salary + commission opportunity, • Clear path to advance into a Loan Officer role, • Full suite of benefits including health, dental, vision, and more, • Work alongside a growing, performance-driven team, • Monday-Friday, 8 AM-5 PM, • Full-time, in-office in Downtown Fort Lauderdale You’ll have the opportunity to: • Speak with warm leads and potential borrowers, • Qualify and understand borrower needs, • Build rapport and establish trust over the phone, • Learn mortgage products and the home-buying process, • Support Loan Officers throughout the sales process, • Develop the communication and sales skills needed to become a Loan Officer, • Work toward earning your seat as a licensed Loan Officer Our goal is to develop great salespeople into great Loan Officers. What We’re Looking For: • Driven and competitive, • Confident and comfortable on the phone, • Coachable and willing to learn, • Goal-oriented and motivated by earning potential, • Strong communicators, • Comfortable working in a fast-paced, performance-driven environment, • Previous sales, customer service, call center, or mortgage experience is a plus, but not required NMLS licensing is not required to start. We’ll guide you through the process as you progress toward becoming a Loan Officer. Why Society Mortgage? • Society Mortgage is a growing, team-first mortgage company built around performance, accountability, and opportunity., • You’ll have access to the leads, training, technology, and support you need to build a real career., • We’re not looking for someone who simply wants to clock in and clock out., • We’re looking for the next generation of Loan Officers., • If you’re ready to learn, compete, and build something for yourself, apply now., • We’ll start with a quick 10-minute phone call to see if this could be the right fit.

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Weiner Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Weiner Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Weiner Group? At The Weiner Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

Lennox National Account Services (NAS), wholly owned by Lennox International, a 120+ year old company and a world leader in the Heating, Ventilation and Air Conditioning (HVAC) industry. NAS is a major, national player in the Commercial Heating Ventilating and Air Conditioning (HVAC) maintenance and service industry. We have 100+ offices throughout the continental United States and are still growing and expanding. In the next 5 years we will double the number of Branch Offices and significantly increase annual revenue. In order to so we need good people like you, who want to grow and learn. We consistently offer the best of both to all our employees. We are an equal opportunity employer (EEOC). Benefits: For information regarding our impressive benefits package, please visit our web site at _. We have matching 401(k), comprehensive health and wellness, perks and discounts, pet insurance, free subscriptions and much more! Note: benefits may vary depending on the position and are subject to change. THIS ROLE IS ON SITE IN FORT LAUDERDALE, FL. Duties include, but are not limited to: • Performs quantitative analysis and insight of operational and financial data, • Prepares financial reports for internal use at the company by collecting, analyzing, formatting, and presenting information, • Builds budgets and forecasts of future company performance, • Provides general financial analysis and support of the organization including statistical analysis and cost reduction opportunities, • Develops and maintains effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues, • Maintains various systems / databases for budget analysis, allocations and forecasts, • Resolve workflow inefficiencies through process optimization, • Assists in other financial research projects and analyses of operational results, • Under general supervision, provides moderately complex accounting, financial reporting, planning and analysis of an organization's expenditures and initiatives. What We Are Looking For • Requires a bachelor’s degree or an equivalent combination of education and experience., • Requires at least 5 years related experience, • Strong organizational skills, attention to detail, • Proficient with SQL, PowerPivot, Power Query Microsoft Office applications, and advanced Excel., • Knowledge of enterprise systems (e.g., Microsoft Great Plains, SAP, Hyperion)., • Good interpersonal, written and verbal communication skills. Compensation: This is a salaried exempt role. The salary range for this role and market is between $75,000 - $85,000 annually. Factors that may affect the starting salary include geography/market and the individual’s tenure, performance, skills, education, experience, and other qualifications of the successful candidate. Employees in this role are also eligible for bonus in accordance with the terms of the Company’s applicable plan. Employees in this role are not eligible for overtime. Benefits: Subject to applicable eligibility requirements, the following benefits are offered for this role: tuition reimbursement; medical, dental, and vision insurance; prescription drug coverage; 401(k) retirement plan; short-term disability insurance; 8 weeks paid birthing leave; 2 weeks paid bonding leave; life and long-term disability insurance. Depending on date of hire, and subject to applicable eligibility requirements, new employees in this role also receive up to: 12 days paid time off, 2 paid well-being days, 1 paid volunteer day, 10 paid holidays, and 3 floating holidays per year. Our Culture: At Lennox, our Core Values of Integrity, Respect & Excellence are ingrained in the fabric of the organization. They define our culture – which is about how we do business and how we treat others. Lennox is not just a workplace; we are a global community that values each team member’s contributions. As an equal opportunity employer, we are committed to recruit, develop, and retain talented individuals from a wide range of backgrounds, ensuring that everyone has the opportunity to succeed and contribute to our continued growth and success. At Lennox, you’ll take pride in our brands, knowing you are part of something special. Come, stay, and grow with us! Disclaimers: The compensation and benefits information is accurate as of the date of this posting. Lennox reserves the right to modify this information at any time, with or without notice, subject to applicable law.

A Full Service CPA Firm located in Pompano Beach, FL is looking for an experienced Senior Accountant (Auditor). Reporting to the firm’s management group, this position’s primary responsibility is to take a lead role in the performance of review and compilation engagements for a broad range of clientele, as well as assisting in tax compliance needs. A senior accountant contributes to the success of the firm by working directly with management and partners to provide clients with high-quality service. Senior staff accountants have strong technical accounting skills and tax knowledge Qualifications & Requirements: • Bachelor's degree in Accounting, Finance, or a related field, • Minimum of 4 years of accounting and tax experience in CPA firm setting, • Knowledge of construction accounting is big plus (WIP Schedules, CIP etc….), • Experience with compilation and review of GAAP and OCBOA financial statements, • Experience with Ultratax CS preferred, • Strong knowledge of assurance and accounting standards;, • Experience with Engagement Manager from Thompson Reuters required;, • Excellent communication and interpersonal skills., • Ability to work independently and as part of a team., • Strong organizational and project management skills. Key Responsibilities: • Conduct financial statements compilation and review engagements according to GAAP and OCBOA, • Manage engagements from start to completion including consulting directly with clients, • Prepare engagement working papers, financial statements, and client correspondence;, • Prepare and review WIP and Percentage Completion Schedules for clients in the construction industry., • Preparation of individual, corporate and partnership tax returns including 1040, 1065, 1120, 1120S and 1041., • Work with other staff members to take on increasing responsibility and delivery of smaller projects, • Ensure high-quality, timely delivery, and positive client experience for all projects.

We're hiring a Wealth Manager for a thriving RIA in Ft Lauderdale, FL. Compensation: Base pay of $85k - $125k plus bonus As Wealth Manager, you will manage and nurture an assigned book of client accounts. The role is critical to maintaining strong client relationships, delivering exceptional service, identifying opportunities to grow client assets, and generating new client referrals. You will utilize your strong working knowledge of both managed investment accounts (AUM) and annuity products, to ensure that all client needs are fully supported. We are looking for a candidate who embodies our core values: someone who is committed to winning, excels as a team player, consistently does the right thing, and is driven to get the work done. Responsibilities: • Serve as the primary relationship manager for clients, delivering timely, personalized, and proactive service., • Drive client retention by building trusted relationships and ensuring ongoing satisfaction with both investment and annuity solutions., • Identify and respond to client needs with suitable recommendations—including the potential consolidation of outside assets, additional retirement accounts, and insurance products—ensuring all guidance aligns with the client’s best interest and long-term financial goals., • Communicate transparently and educate clients on the firm's full suite of services, including investment management, annuities, income planning, and risk management strategies., • Generate client referrals through networking events and consistent relationship nurturing., • Conduct proactive outreach (calls, emails, scheduled check-ins) to surface client life events or financial changes that create planning needs., • Support the preparation, execution, and follow-up of client review meetings focused on holistic financial planning across managed and annuity assets., • Maintain accurate client records, opportunity tracking, and referral pipelines within CRM., • Coordinate internally with investment operations, financial planning, and advisor teams to deliver a seamless client experience., • Participate in client engagement programs such as educational workshops, webinars, appreciation events, and ambassador programs., • Ensure full compliance with regulatory requirements across investment and insurance activities., • Must be able to visit our Fort Lauderdale office once per week. About you: • Bachelor’s degree in finance, Business, or related field., • 5+ years of experience in client service within wealth management, insurance, or financial services industries., • Series 6, 63, 65, and/or 7 and Life & Health Insurance., • Strong knowledge of managed accounts, portfolio basics, and annuity structures (including fixed index annuities and immediate annuities)., • Ability to explain investment and annuity concepts in a clear and client-friendly manner., • Excellent communication, relationship management, and client education skills through all mediums including in-person, video and phone calls., • Highly organized with strong follow-through., • Proficiency with CRM systems (e.g., Salesforce) and custodial/insurance carrier platforms preferred., • Experience working in a fast-paced environment. Sound like you? Apply today!

About the Role Trentium Capital is hiring an experienced Underwriter to join our business-purpose real estate lending team in our Fort Lauderdale office. This role is responsible for underwriting loans to real estate investors, builders, and developers across ground-up construction, fix & flip, bridge, DSCR, and large-balance residential investment transactions. We are not looking for a traditional consumer mortgage underwriter or someone who simply works through a checklist. The right candidate understands real estate, sponsor strength, project economics, leverage, collateral, and exit strategy and can quickly determine what makes a transaction work—or what makes it too risky. You will work closely with originations, processing, closing, capital markets, and leadership to structure transactions, identify risk, establish conditions, and move quality loans from initial review through approval and closing. What You’ll Do • Underwrite business-purpose real estate loans from initial submission through final approval, • Analyze sponsor and guarantor credit, liquidity, net worth, experience, and financial capacity, • Review borrower and entity structures, • Analyze purchase price, cost basis, payoff, project costs, sources and uses, and requested loan amount, • Review construction and renovation budgets, • Evaluate sponsor experience relative to project size and complexity, • Review appraisals and analyze current value, as-is value, ARV, and collateral risk, • Calculate and evaluate LTC, LTV, LTARV, DSCR, and other applicable leverage metrics, • Analyze ground-up construction and fix & flip projects, including remaining costs and completion risk, • Underwrite acquisition, bridge, refinance, recapitalization, and qualifying cash-out transactions, • Review DSCR transactions and rental income, • Analyze credit reports, background reports, bank statements, personal financial statements, schedules of real estate, entity documents, and supporting financial information, • Evaluate loan purpose, project feasibility, exit strategy, and repayment risk, • Identify exceptions, weaknesses, and compensating factors, • Prepare clear credit recommendations for approval, • Establish underwriting conditions and determine what is required to close, • Work with originators to structure transactions within Trentium’s lending programs, • Communicate underwriting decisions and credit concerns clearly and efficiently, • Help find reasonable structures for good transactions without compromising credit quality, • Maintain accurate underwriting information in Trentium’s loan origination systems, • Help improve underwriting processes and credit workflows as Trentium scales What We’re Looking For We are especially interested in candidates with underwriting experience in: • Private / hard-money lending, • Business-purpose real estate lending, • Residential transition lending, • Ground-up construction, • Fix & flip / rehab, • Bridge lending, • DSCR / investor lending, • Residential investment real estate, • Small-balance commercial real estate lending Strong candidates should be comfortable independently evaluating: • Sponsor experience, • Credit and financial capacity, • Liquidity and net worth, • Construction and renovation risk, • Real estate collateral, • Project economics, • LTC, LTV, LTARV, and DSCR, • Loan structure, • Exit strategy, • Entity and guarantor structure, • Exceptions and compensating factors We value underwriters who understand the difference between a manageable exception and a bad loan. You should be analytical and detail-oriented while also understanding that private lending is an execution-driven business. We want someone who can protect the company’s credit standards without creating unnecessary friction or delays on transactions that make sense. Traditional consumer mortgage underwriting experience alone is generally not the profile we are looking for. What Success Looks Like A strong Trentium underwriter should be able to quickly answer: • Is this a good real estate loan?, • How much should we lend?, • What are the material risks?, • Does the sponsor have the experience and financial capacity to execute?, • Does the collateral support the requested leverage?, • Is the exit strategy realistic?, • What conditions or structural changes are needed to get comfortable?, • Is there a reasonable way to get the transaction done? We are looking for someone who takes ownership, communicates clearly, makes sound credit decisions, and understands that underwriting plays an important role in both risk management and execution. About Trentium Capital Trentium Capital is a private, business-purpose real estate lending platform serving real estate investors, builders, and developers nationwide. Our lending platform includes: • Ground-up construction, • Fix & flip / rehab, • Bridge, • DSCR, • Large-balance and luxury residential lending, • Single-asset transactions ranging approximately from $250K to $15MM We are building Trentium around speed, certainty of execution, white-glove service, strong lending products, technology, and disciplined credit decision-making. Our goal is to build an underwriting organization capable of moving quickly and intelligently while maintaining strong credit quality as the company scales. Location This is a full-time, in-office position based in Fort Lauderdale, Florida. Candidates should be able to work from Trentium’s Fort Lauderdale office five days per week. Growth Opportunity • Trentium is continuing to scale its lending platform nationally. High-performing team members will have opportunities to take on greater responsibility as the company grows, including potential paths into senior underwriting, credit, and lending leadership roles.

Role: Program Manager Location: Sunrise, FL Type: Contract Job Description • Skills: E2E Program Management, stakeholder management, techno-functional understanding of customer data, knowledge of global data compliance and regulations, PMP.

Company Description Think Equity is a boutique investment bank created by experienced professionals who have worked together for over two decades. The team has collectively financed over $50 billion of public and private capital raises, restructurings, and mergers and acquisitions. The Think Equity model is built around the client’s needs, no matter how complicated or around the clock attention is required, and to identify solutions that help them to create value for their investors. Role Description We are seeking a full-time, on-site Equity Sales professional (Series 7 licensed) for our flagship Boca Raton Office. The successful candidate will be responsible for: • Identifying and qualifying super accredited high net worth investors and institutional investors (mutual funds, hedge funds, pension funds, family offices), • Marketing the firm’s equity transactions and venture capital private placements., • Offering corporate access to investors, • Booking and managing deal and non-deal roadshows in the US and overseas This role requires strong collaboration with the team to meet sales targets and deliver exceptional client service. Compensation: Starting base salary of $35,360 with the opportunity to earn much more through commissions. Qualifications • Excellent communication and interpersonal skills, • Ability to work on-site in Boca Raton, Florida, • Prior sales or relevant experience is a plus, • Series 7 is a plus but not required., • Bachelors degree preferred but not required. Compensation: Base salary of $35,360 plus monthly commissions- once registered. Please submit resume/cover letter. Be prepared to do a full Zoom/telephone/in person interview.

Job Summary Provenance Wealth Advisors is seeking a CRM & Business Systems Administrator to serve as the firm's subject matter expert for Practifi, Salesforce, and other core business applications. This role is responsible for administering, optimizing, troubleshooting, and continuously improving the technology platforms that support our advisors, operations, and business functions. The ideal candidate combines strong CRM and business systems experience with excellent problem-solving skills and a passion for improving processes, user adoption, data integrity, reporting capabilities, and operational efficiency. Working closely with stakeholders across the firm, this individual will identify opportunities for enhancement, manage system configurations, support integrations, resolve platform-related issues, and help ensure our technology ecosystem effectively supports business growth and exceptional client service. Job Duties and Responsibilities CRM & Business Systems Administration • Serve as the primary administrator and subject matter expert for Practifi, Salesforce, and other core business applications utilized by the firm., • Configure and maintain system settings, workflows, dashboards, reports, user permissions, page layouts, fields, and related platform functionality., • Monitor and improve data quality, data governance standards, and overall system integrity., • Troubleshoot system issues, identify root causes, coordinate vendor support when necessary, and implement practical solutions., • Partner with business users to identify opportunities for workflow enhancements, automation, process improvements, and increased platform utilization., • Support user setup, access management, security permissions, and role-based access requirements., • Assist with data imports, exports, validation efforts, data cleanup initiatives, and reporting requests., • Support integrations between business systems and help resolve synchronization, reporting, and workflow-related issues., • Evaluate and recommend platform enhancements, new functionality, and best practices to improve operational efficiency and user experience., • Develop and maintain system documentation, procedures, standards, and knowledge resources. Business Applications & Technology Platform Support • Support the administration, maintenance, optimization, and adoption of key business applications and technology platforms across the firm., • Assist with technology initiatives involving Microsoft 365, Teams, SharePoint, Power BI, DocuSign, custodial platforms, financial planning applications, and future systems adopted by the firm., • Develop, maintain, and enhance standard and ad hoc reports, dashboards, data extracts, and operational reporting solutions., • Assist with system configuration updates, workflow maintenance, business process improvements, and platform enhancements., • Coordinate testing, validation, user feedback, documentation, and post-implementation support for system upgrades, releases, and new solutions., • Research system capabilities, product updates, and best practices to identify opportunities for improvement., • Track technology issues, enhancement requests, vendor follow-up items, and project-related activities to support timely resolution and communication., • Collaborate with Operations, Compliance, Advisory, Investment, and other business teams to improve workflows and reduce manual processes., • Assist with vendor management activities, support cases, implementation efforts, and technology-related initiatives. Reporting, Data Management & Process Improvement • Develop and maintain reports, dashboards, and data-driven insights to support business decision-making., • Identify opportunities to improve reporting capabilities, data visibility, and operational effectiveness., • Support data governance initiatives and help establish standards for data accuracy, consistency, and integrity., • Analyze business processes and recommend technology-driven solutions to increase efficiency and scalability., • Partner with department leaders to document workflows, reporting needs, business requirements, and process improvement opportunities., • Support firmwide initiatives focused on operational excellence, technology adoption, and continuous improvement. AI, Automation & Innovation • Support the firm's AI and automation initiatives through platform adoption, user support, testing, documentation, and training efforts., • Identify opportunities to improve operational efficiency through automation, reporting enhancements, and approved technology solutions., • Assist with the development of user resources, templates, training materials, and best practices related to approved AI and automation tools., • Research emerging technologies and make recommendations that may improve productivity, reporting, client service, or employee experience., • Participate in the evaluation, testing, and implementation of new technology solutions and enhancements., • Support established technology governance practices, usage standards, and related procedures. Training, Support & User Adoption • Serve as a trusted resource and primary point of contact for business system questions, troubleshooting, workflow guidance, and user support., • Provide end-user support for CRM, business applications, reporting platforms, and other approved technology solutions., • Develop and deliver training sessions, system demonstrations, and educational materials to improve user knowledge and platform adoption., • Create and maintain reference guides, procedural documentation, FAQs, and other support resources., • Assist employees and managers in understanding system functionality, reporting capabilities, and business process best practices., • Communicate system updates, enhancements, process changes, and platform improvements clearly and effectively., • Gather user feedback and identify opportunities to improve training resources, user experience, and overall platform adoption. Project Coordination & Technology Initiatives • Assist with planning, coordinating, documenting, and supporting technology projects and operational improvement initiatives., • Maintain project action items, timelines, status updates, risks, dependencies, and implementation activities., • Coordinate testing efforts, collect user feedback, document findings, and support rollout activities., • Work with department leaders to define system requirements, reporting needs, and technology objectives., • Support new system implementations, platform enhancements, workflow redesigns, and other technology-related initiatives., • Perform additional duties and special projects as assigned. Qualifications Required • Bachelor's degree or equivalent combination of education and relevant experience., • 3+ years of experience supporting, administering, or optimizing CRM platforms, business systems, or technology applications., • Salesforce experience., • Experience with Practifi or another Salesforce-based CRM platform., • Experience troubleshooting business system issues and working with software vendors to resolve complex problems., • Strong understanding of reporting, dashboards, workflows, user permissions, and business process improvement., • Strong analytical, organizational, and problem-solving skills., • Ability to communicate technical concepts effectively to non-technical users., • Experience developing system documentation, procedures, training materials, and user guides. Preferred • Practifi experience within a wealth management, RIA, financial services, banking, or related environment., • Experience with Microsoft 365, SharePoint, Teams, Power BI, DocuSign, and workflow automation tools., • Experience supporting integrations between CRM and other business applications., • Experience leading or supporting technology adoption, system enhancement, or process improvement initiatives. Employment Details Seniority Level Associate Industry Financial Services Employment Type Full-Time Workplace Type Hybrid / Remote

CPA firm seeking a professional to lead and manage multiple engagements in providing high quality audit services along with all other accounting, tax and consulting services to clients. As a key member of the team, this position will be responsible for managing, understanding and assisting with planning multiple assignments in Not-for-Profit, Construction and many more industries. We are looking for auditors and tax professionals who have public accounting experience. Competitive salary and benefits available. Audit/Accounting Requirements: • Three plus years of experience in public accounting, • CPA license or candidate, • Excellent interpersonal, analytical skills, including proficiency in GAAP procedures and standards, • Possess proven verbal and written communication skills, • Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting, • Possess executive presence – need to be able to be primary contact for the clients, • Able to resolve complex accounting issues Standard Benefits • Competitive salary, • Simple IRA plan, • Health, life and dental insurance Other Benefits • Work remote when needed, • Great work/life balance, • Overtime available during busy season Education: • Bachelors in Accounting or equivalent required License/Certifications: • CPA or candidate (preferred)