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Job DescriptionDescription: At CG Financial Services, we help successful individuals and families build, protect, and transfer wealth through comprehensive and personalized planning. With established offices in Michigan and North Carolina, we are expanding our Private Wealth team to support the growing demand for high-touch, sophisticated advice. Our culture is grounded in curiosity, innovation, authenticity, and a shared goal of creating meaningful impact—for our clients, our team, and the communities we serve. Position Summary We’re seeking a dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will manage and deepen relationships with high-net-worth clients while proactively developing new opportunities through relationship-building, networking, and strategic business development. This role is ideal for an advisor who thrives on learning, solves problems creatively, and wants to grow inside a collaborative, drama-free environment where integrity and impact matter. Key Responsibilities • Serve as the primary advisor for high-net-worth and ultra-high-net-worth clients., • Deliver comprehensive wealth management strategies (investments, estate, tax, risk, multigenerational)., • Proactively identify, cultivate, and convert new client relationships., • Collaborate with specialists and internal teams to deliver a seamless wealth experience., • Demonstrate a Thirst for Knowledge through ongoing learning and industry awareness., • Apply Innovative Problem Solving to complex planning scenarios., • Operate with Authenticity with integrity, transparency, and no drama., • Exhibit Self-Motivation in managing existing and potential client pipelines and delivering commitments., • Bachelor’s degree in Finance, Business, Economics, or related field., • CFP®, ChFC, CPWA strongly preferred., • Series 65, • 5+ years serving high-net-worth clients., • Strong business development track record., • Excellent communication and relationship skills., • Self-driven, curious, high-integrity professional. Why Join CG Financial Services • A culture that values learning, collaboration, excellence, and meaningful client impact., • Competitive compensation model with salary + incentives., • Professional development and leadership growth opportunities., • A growing Charlotte presence backed by firmwide scale and resources. Requirements:

Job DescriptionJob Summary The Regional Franchise Business Coach (FSM) provides operational support to franchise locations, assisting with both day-to-day operations and long-term strategic planning. This role serves as a key link between the franchisees and the executive team, communicating progress, identifying opportunities for improvement, and delivering feedback to strengthen the overall franchise system. Responsibilities: Operational Excellence & Compliance • Serve as the primary point of contact for improving franchise KPIs, operational efficiency, and adherence to brand standards., • Conduct site visits to assess compliance, deliver operational training, and communicate guidance for improvement., • Document findings from visits, including compliance adherence, opportunities for improvement, and recommended corrective actions., • Identify root causes of operational challenges and implement solutions through action plans, business reviews, and targeted coaching., • Ensure integrity and accuracy in reporting territory performance metrics and operational outcomes., • Maintain seamless productivity while traveling, managing work effectively across multiple time zones and environments.Financial Performance & Unit Economics, • Analyze franchise and territory-level P&L statements to assess financial health and identify improvement opportunities., • Partner with franchisees to strengthen profitability and optimize business operations., • Focus on improving unit economics through data-driven insights and financial coaching., • Provide strategic guidance on market conditions, operational performance, and revenue growth opportunities.Franchise Relations & Leadership, • Build and maintain strong, productive relationships with franchisees and their teams, fostering collaboration and trust., • Coach and inspire franchise owners to actively engage in brand initiatives and company-wide programs., • Lead and support a team of Franchise Business Coaches to ensure consistent communication, accountability, and execution across the network., • Serve as a liaison between franchisees and corporate leadership, aligning field operations with company objectives.Strategic Planning & Execution, • Guide franchisees in developing, implementing, and maintaining effective business plans tailored to their local markets., • Support ongoing execution and follow-up to ensure long-term success and profitability., • Utilize project management best practices to deliver initiatives on time and within scope, meeting or exceeding performance targets., • Demonstrate strong analytical and problem-solving skills to identify key issues, drive root-cause solutions, and influence meaningful changesSkills and Abilities:, • Strong financial, analytical, and data management capabilities with a results-driven mindset., • Excellent written and verbal communication skills with proven ability to influence, train, and consult effectively., • Demonstrated success in driving performance within the franchise industry, with strong relationship-building and accountability skills., • Highly organized and self-motivated, able to manage multiple priorities and meet deadlines with exceptional follow-through., • Skilled in time management, problem solving, and exceeding performance goals., • Proficient in Microsoft Office Suite and related business software., • A proven ability to analyze data, identify trends, and implement effective strategiesEducation and Experience:, • Degree in a related field or equivalent professional experience (preferred)., • 2–3 years of experience in Business leadership, operations management, or related field., • Minimum of 2 years of experience in the restoration industry., • Corporate-level operations and sales support experience strongly preferred., • Previous experience owning or managing a franchise is a plus., • 3+ years’ experience in Sales, Lead Generation or Business Development (Preferred), • Experience with CRM and field data collection tools (Preferred)Benefits:, • Health insurance, • Dental insurance, • Vision insurance, • 401(k) matching W30dQoktX5

Job Description The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and monitoring, manager due diligence, investment universe evaluation, and overall client support. The Portfolio Strategist will be the primary interface between Horizon's Investment Management team and their consulting clients; therefore, part of this role is communicating with clients on behalf of IM team and integrating Horizon strategies in customized portfolios while also advocating internally for interests of the consulting clients. This role requires a deep background in investment management to be able to communicate market views, allocation positioning, and an in-depth knowledge of Horizon's investment strategies. Horizon's Portfolio Strategy Group supports the firm's largest financial advisory clients through its Outsourced Chief Investment Officer (OCIO) offering. The team provides custom portfolio solutions, market research and practice management support to help foster the growth of their clients. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • Effectively communicate Horizon's investment solutions and process to financial advisors with the goal of growing assets under management for the business., • Provide allocation input, recommendations, research, and ideas into client portfolios., • Evaluate a prospective client's needs and creatively find a solution that most effectively meets their requirements., • Analyze and evaluate client requests regarding portfolio analysis and positioning of proposed solutions., • Articulate capital markets analysis to clients while also staying current on market events to provide clients with intelligent research., • Be the primary investment lead in meetings with current and prospective clients., • Provide scheduled and ad-hoc updates (both written & verbal) on all aspects of the product area including strategy, process, positioning, performance, markets, etc., • Incorporate Horizon strategies into customized client portfolios that are consistent with a goals-based approach to investment management., • Communicate investment strategies internally with the goal of informing the Investment Management team of relevant competitors or opportunities in the marketplace., • Respond in a timely manner to client and prospect requests., • Participate in Investment Management team meetings., • Adhere to and demonstrate Horizon's corporate values on a consistent basis. Competencies • Outstanding analytical skills with a demonstrated ability to analyze funds, investment methodologies, and asset classes., • Strong interpersonal skills with the ability to build and maintain relationships., • Flexible communication skills: verbal acuity and writing proficiency, ability to listen to clients, capable of "translating" from investment-speak to financial advisor and/or end client language., • Exceptional organization and prioritization skills. Required Education and Experience • Bachelor's Degree with a business, math, finance or economics or similar emphasis, • CFA Designation Preferred Education and Experience • A strong knowledge of asset allocation modeling and economic analysis is highly beneficial. Familiarity with multi-asset investing and financial market analysis is valued., • Demonstrated ability and experience with investment activities including manager and strategy research, portfolio construction and implementation, portfolio measurement and monitoring, and investment policy statement construction., • Client-facing experience is a plus. Job Posted by ApplicantPro

Job Description Sales Representative Paid Training WE ARE seeking a driven professional who desires growth within a performance based environment. Our company is contracted by a Fortune 100 national telecommunications client, and we are responsible for their new customer acquisition efforts. YOU ARE great with people and have experience in sales and/or customer facing roles. We find awesome team members that have a goal crushing attitude and give them the resources to build an exciting career that starts with sales and grows into sales leadership and business development for our clients. WE OFFER an electric culture with incredible team support, flexible hybrid working schedule, corporate perks and benefits, and an industry renowned growth pattern. Clear goals for our team members, backed up by hands-on paid training on a product that is a necessity to all households. If you have a killer work ethic, positive attitude, and great student mentality, we want to train you to be industry leaders!! Responsibilities: * Conducts an individual or group presentation in-store providing product knowledge and excellent customer service. * Attends training classes on an on-going basis. Participates in demonstration/assessment quality assurance with the Sales Managers and/or Sales Training Managers. * Ensures all customer questions are answered in a direct and professional manner. (Active listening is paramount) * Exceeds expectations with key performance indicators as provided by Sales Managers. * Explain the features and benefits of the product and recommends specific implementations. * Delivers accurate reporting and documentation on sales production and customer information. * Achieves personal objectives and professional benchmarks as provided or determined throughout the fiscal year. Requirements: * Reliability: Do you have consistent, full time availability? * Integrity: Do you pride yourself on your results and how you achieve them? * Attitude: Problem-solving, goal-crushing, fun-loving, positive and winning attitude! Vibe check! * Proven experience as a Sales Representative, or in other sales/customer service role * Excellent communication and presentation skills * Ability to build professional relationships and maintain rapport * Ambition, strong work ethic, and willingness to learn * Organizational and time-management skills * Enthusiastic about working in a team environment * Knowledge of CRM software (eg. Salesforce) is a plus * BS or BA in business administration, sales, marketing, finance, economics, communication, public relations, or entrepreneurship. We are looking for entry to mid-level candidates. Most of our top performers have experience in hospitality, retail, marketing, event promotion, or restaurant/bar industries tend to thrive in our fast-paced sales environment!! Company DescriptionAt Five 4 Zero we believe in the future of America. We know we are a part of helping develop the next generation of industry leaders in business development to help provide brand visibility and market growth for various clients nationwide. That's why we massively invest in our team, enabling them to deliver great results. The 540 Team is a privately owned consulting firm that specializes in customer acquisition through retail sales and events. When our portfolio of Fortune 500 clients forecast customer base growth, they look to us to generate sales through our relationships with nation-wide retailers and events. Since 2016 clients have trusted us to deliver impactful results and has led to increasing national demand.At Five 4 Zero we believe in the future of America. We know we are a part of helping develop the next generation of industry leaders in business development to help provide brand visibility and market growth for various clients nationwide. That's why we massively invest in our team, enabling them to deliver great results.\r\n\r\nThe 540 Team is a privately owned consulting firm that specializes in customer acquisition through retail sales and events. When our portfolio of Fortune 500 clients forecast customer base growth, they look to us to generate sales through our relationships with nation-wide retailers and events. Since 2016 clients have trusted us to deliver impactful results and has led to increasing national demand.

Job Description Company Description Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world. Location This internship will be based in Charlotte, NC. Reporting This intern will report to the Customer Experience Manager. Internship Overview Palmetto is seeking a motivated, analytical, and curious student to join the Customer Experience team for a summer internship. This role is designed to provide hands-on experience analyzing customer and operational data to identify trends, uncover opportunities, and recommend improvements that enhance the overall customer experience. The intern will partner closely with Customer Experience and Operations leaders to evaluate key metrics such as CSAT, call volume, contact drivers, and operational performance. This role will provide meaningful exposure to business operations, data-driven decision making, and process improvement in a fast-paced, mission-driven environment. This internship is structured to provide practical development while delivering measurable business value through actionable insights and recommendations. Core Responsibilities The intern will support the Customer Experience team through project-based work and ongoing initiatives. Responsibilities may include: • Analyzing CSAT data to identify trends, root causes of customer dissatisfaction, and improvement opportunities, • Reviewing customer contact drivers to understand why customers are reaching out and identifying ways to reduce unnecessary contact volume, • Evaluating call volume trends and seasonal patterns to support forecasting and operational planning, • Identifying repeat contact trends and opportunities to improve first contact resolution, • Analyzing customer journey stages to determine when customers most frequently contact support, • Identifying operational bottlenecks or delays across project milestones, • Recommending training opportunities based on customer feedback and interaction trends, • Partnering with cross-functional teams to understand operational processes and improvement opportunities, • Creating dashboards, summaries, and presentations to share findings with leadership, • Currently enrolled in an undergraduate or graduate program, • Pursuing a degree in Business, Data Analytics, Operations, Customer Experience, Statistics, Economics, or related field, • Strong analytical and problem-solving skills, • Experience working with data in Excel, Google Sheets, or similar tools, • Strong written and verbal communication skills, • Ability to translate data into actionable insights, • Strong organizational and time management skills, • Interest in customer experience, operations, or business analytics, • Prior internship, coursework, or project experience in analytics or operations is a plus, • Interest in renewable energy, climate tech, or mission-driven organizations preferred Employment is contingent upon the successful completion of a background check. Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law. For more about our Privacy Policy, visit:

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The Administrative Assistant provides administrative support for project teams requiring broad and comprehensive experience, skill, and knowledge of MS Office Suite, payroll, account receivables, billings, and customer service.Responsible for administrative support to a project team including payrol

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Entry Level Administrative Assistant.ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices.ProSidian provides Enterprise Service Solutions for Risk Management | Compliance | Business Pro

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Customer Service Representative.Our client, a growing construction services provider in Charlotte, is seeking an Customer Service Representative with strong administrative assistance experience to join their team Essential Functions.Handle incoming calls, emails, and company related correspondence d

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Assistant Position At Tom James Company.At Tom James Company, an Assistant supports our sales team members, store leaders, and key organizational leaders in fulfilling our mission to be a global leader in the fashion industry.An Assistant is a valued member of the Tom James sales support team.We are

We are seeking a proactive and detail oriented Administrative Assistant to support daily office operations and ensure a welcoming, well organized workplace.This part time role (approximately 2024 hours per week) is ideal for someone who enjoys variety, takes initiative, and thrives in a collaborativ

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Executive Administrative Assistant.Corporate Office - Charlotte, NC 28208.Position Type Full Time Job Shift Day Education Level High School Travel Percentage Up to 5% Category Admin - Clerical.At Midrex, you will do work that matters alongside people who believe you matter.The work won't be easy, bu

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