Finance director jobs in Albuquerque, New MexicoCreate job alerts

Job Description Alternate titles: Albuquerque, NM · Rio Rancho, NM · Santa Fe, NM · Las Cruces, NM · Los Alamos, NM · Farmington, NM · Roswell, NM · Alamogordo, NM · Gallup, NM Location: Financial Advisor Trainee Albuquerque · Insurance Agent Career New Mexico · Wealth Management Career Santa Fe · Asesor Financiero — Nuevo Méjico Employment Type: Independent Contractor (1099) — Broker-Affiliated (Per National Life Group's career agency model: "As a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are responsible for your paycheck and job security." Compensation is entirely commission-based with no employer-provided benefits. 1099 independent contractors are responsible for their own health insurance, retirement planning, and self-employment taxes. WealthBridge provides infrastructure, training, mentorship, the carrier-appointed platform, and sponsorship for required licensing — a business-to-business affiliation, not an employment relationship.) About WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning. We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. The Opportunity: Most New Mexico financial professionals operate on captive platforms — the independent, open-architecture model is underrepresented here. Early-mover advisors establish the strongest client base and territorial footprint. We're hiring driven career changers across NM's three regions to help us build. What you'll do: • Develop financial plans across the 7 planning areas for NM families, federal/national-lab retirees, business owners, and professionals., • Help clients implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans., • Serve the Los Alamos national-lab community, Santa Fe's wealth corridor, Albuquerque's small-business and professional market, and the growing Las Cruces/Southern NM economy., • Build a book of business — owned by you, with no binding non-solicitation. Activity framework: WealthBridge's New Associate Program follows a structured daily activity framework: consistent prospecting, client meetings, applications, and follow-ups, with weekly accountability through the program team. Activity volume is paired with quality measures — persistency, client retention, and suitability review — so that quantity without quality does not advance producers through the compensation structure. Specific production expectations are reviewed during Discovery and formalized at contracting. New Mexico licensing: New Mexico currently requires a 40-hour pre-licensing course before you sit for the Life & Health exam. Online options available. Typical licensing timeline is 3–5 weeks from course start to licensed producer. We guide you through course selection, PSI exam scheduling, fingerprinting, and the NIPR application. Industry compensation reference: Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210. Arizona state-level estimates are available at bls.gov/oes; Arizona earnings for this occupation typically fall near the national distribution. New advisors begin in the lower portion of the range during licensing and ramp (months 1–12) and scale as activity, persistency, and book development compound. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024. WealthBridge firm-wide good-faith earnings estimate (commission-based, 1099): WealthBridge Financial Group's currently-live New York entry-level Workable posting discloses a good-faith range of $80,000 to $115,000 yearly for first-year new associates. This is the firm's pay-transparency disclosure for new associates; it represents an earnings estimate (not a salary) for commission-based 1099 broker affiliated production. New advisors typically begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale up as activity, persistency, and book development compound. As 1099 independent contractors, new associates are responsible for their own health insurance, retirement savings, and self-employment taxes; WealthBridge provides the carrier platform, training, mentorship, and required-license sponsorship. How to apply: Apply through this post or schedule up to a 1-hour conversation. Direct scheduling link: https://calendly.com/mwpenn94 Every application receives a response within 5 business days. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc. This is an independent contractor (1099) opportunity. Compensation is entirely commission-based with no guaranteed base salary or employer-provided benefits. Actual earnings depend on production, persistency, market conditions, and contract terms. Any compensation references are illustrative and not guarantees of future earnings. WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA. Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history. People. Impact. Outcome. · wealthbridgefg.com Requirements • New Mexico residency or intent to relocate., • Strong desire to build a financial services career., • Excellent communication and interpersonal skills., • Ability to complete the 40-hour NM Life & Health pre-licensing course and pass the exam., • Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months., • Successful background check and fingerprinting., • Bilingual (Spanish/English) candidates are strongly encouraged to apply — New Mexico is a majority-Hispanic state and bilingual capacity is a material advantage. | Se agradecen las candidaturas de hispanohablantes bilingües. Nuevo México es un estado mayoritariamente hispano y la capacidad bilingüe es una ventaja significativa., • Prior financial experience welcome but not required. Benefits WealthBridge platform support for associates: • Training allowance and performance-based incentives., • Sponsorship for required licenses and continuous training., • Flexible schedule with strong work-life balance., • Industry-leading, production-tiered compensation structure with transparent tier progression., • 4-week intensive joint-field training with leadership., • 100% book portability from day one. Access to NLG (A+) and a broad multi-carrier shelf for product fit., • Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department., • Team override on First-Year Commissions (FYC) as you develop junior advisors., • Clear Associate → Senior Associate → Managing Director career path.

Job DescriptionDescription: About Hope Christian Schools Our mission is to pray for, equip, and send Christ-centered, passionate leaders to change the world. We are a non-denominational, coeducational Christ-centered school in NE Albuquerque, serving families of children from preschool to high school. Since its founding in 1976, Hope Christian School has prayed for, equipped, and sent nearly 3,000 graduates to change the world. Annually, Hope Christian School educates approximately 1,400 students from Preschool through 12th grade. It is our privilege, honor, and responsibility to prepare these students to be tomorrow's leaders. We believe that all truth is God's truth. So God is not confined to Bible class, or weekly chapel. Rather all curricula is from a Biblical worldview, taught by faculty who love the Lord, in programs designed to educate the whole student, and with an unwavering commitment to follow God's will for Hope Christian School. Terms: Full Time, 12-Months Job Summary: The Controller serves as the senior financial leader responsible for the day-to-day management, integrity, and accuracy of the school’s financial operations. Reporting directly to the Executive Director, this role oversees the Finance Department and ensures sound financial practices, strong internal controls, regulatory compliance, and accurate financial reporting. The Controller partners closely with the Executive Director to support strategic financial planning, budgeting, and long-term sustainability, while ensuring alignment with the school’s mission and stewardship values. Essential Functions: Financial Management & Reporting • Oversee all accounting operations, including general ledger, accounts payable/receivable, and financial reporting., • Prepare and present accurate monthly, quarterly, and annual financial statements., • Ensure timely completion of year-end close and coordination of annual audits., • Maintain compliance with GAAP and applicable regulatory requirements., • Develop and maintain financial reporting tools to support organizational decision-making. Budgeting & Financial Planning • Lead the development and management of the annual budget in partnership with the Executive Director and senior leadership., • Monitor budget performance and provide variance analysis and recommendations., • Support long-term financial forecasting and sustainability planning., • Provide financial insights to support strategic initiatives and resource allocation. Internal Controls & Compliance • Establish, implement, and maintain strong internal controls and financial policies., • Ensure compliance with federal, state, and local financial regulations., • Safeguard organizational assets and mitigate financial risk., • Oversee audit processes and implement recommendations for continuous improvement. Leadership & Department Oversight • Lead, supervise, and develop Finance Department staff., • Ensure efficient and effective financial operations and workflows., • Collaborate cross-functionally with HR, advancement, enrollment, athletics and operations., • Serve as a financial resource to department leaders and support budget accountability. Strategic & Executive Partnership • Partner with the Executive Director to support financial strategy and Board reporting., • Assist in preparing financial reports, dashboards, and presentations for the Board of Directors., • Provide insight on financial implications of organizational decisions., • Support capital planning, major initiatives, and financial risk assessment. Mission & Faith Alignment • Model a mature Christian faith consistent with the school’s Statement of Faith., • Ensure financial practices reflect integrity, stewardship, and accountability., • Support the mission and values of the school through faithful financial leadership. Requirements:, • Must have received Jesus Christ as Savior and Lord and demonstrate a personal and growing relationship with Him., • Reflect the mission and purpose of the school, which is to honor Christ in all aspects of education and community life., • Comply with all Hope Christian School policies and procedures and attend all required meetings and trainings including faculty meetings, staff chapels, in-service trainings, and required school functions., • Bachelor’s degree Accounting, Finance, or related field required (CPA or Master’s preferred)., • 5 –10+ years of progressive accounting/finance experience (nonprofit, or education preferred)., • Demonstrated experience in financial management, budgeting, and reporting., • Strong knowledge of GAAP and internal control practices., • Proven leadership and team management experience, • High level of integrity, accuracy, and attention to detail, • Strong analytical, organizational, and communication skills Core Competencies • Financial management and reporting, • Budgeting and forecasting, • Internal controls and compliance, • Organizational and systems thinking, • Leadership and team development, • Strategic financial partnership, • Integrity and stewardship Work Expectations • Reports directly to the Executive Director, • Leads and manages all Finance Department functions, • Regular collaboration with senior leadership and Board as needed, • Supports Board and Finance Committee reporting processes, • Maintains confidentiality and high ethical standards, • Occasional evening or extended hours during audit, budget season, or reporting cycles Perks at Hope Christian Schools Hope Christian Schools cares about our team members and we strive to provide benefits and resources to support their health, work/life balance, and future. • 95% paid medical premiums, 100% paid dental, vision premiums for full-time employees, • Medical cost-savings: Health Reimbursement Arrangement, • 100% Employer paid Basic Life, • 403(b) Employer match dollar-for-dollar up to 4% income, 800+ investment options, • Life Insurance and AD&D, • Paid time off Hope Christian Schools employs Christians who feel called of God to serve in the ministry of educating children based on Biblical standards.

Job Description Position Purpose: The Client Financial Coordinator serves as the first on-site point of contact for patient financial services. This position is responsible for coordinating and/or scheduling financial consultation appointments, collecting payments from walk-ins, obtaining insurance information, prescreening clients for self-pay, insurance or Medicaid program, and providing outstanding customer service. This position is also responsible for coordinating and performing all of the administrative/support tasks for the finance department. • The Client Financial Coordinator provides exceptional service to internal clients through maintaining a consistent professional and approachable demeanor and taking responsibility for seeking solutions to problems., • The Client Financial Coordinator will assist with business and operational functions of the company related to the process of client billings and accounts receivable management., • The Client Financial Coordinator will provide support in all non-clinical aspects of intakes, obtaining client information, clarifying and verifying details of insurance, completing paperwork and/or payment plans. PERFORMANCE EXPECTATIONS: In performance of their respective tasks and duties all employees of Turning Point Recovery Center Inc. are expected to conform to the following: • Uphold all principles of confidentiality to the fullest extent., • Adhere to all professional and ethical behavior standards of the healthcare industry., • Interact in an honest, trustworthy and respectful manner with participants, employees, visitors and vendors., • Comply with Turning Point Recovery Center’s policies and procedures., • Ability to stay focused and works in an error-free role., • Maintain a current insurable driver’s license POSITION PURPOSE The Client Financial Coordinator serves as the first on-site point of contact for patient financial services. This position is responsible for coordinating and/or scheduling financial consultation appointments, collecting payments from walk-ins, obtaining insurance information, prescreening clients for self-pay, insurance or Medicaid program, and providing outstanding customer service. This position is also responsible for coordinating and performing all of the administrative/support tasks for the finance department. ESSENTIAL DUTIES, FUNCTIONS & RESPONSIBILITIES: 1. Outstanding listening, communication, problem-solving and research skills., 2. Polished professional with good interpersonal, grammatical, spelling, proofreading, telephone etiquette, and social skills. Professional presentation/appearance/demeanor., 3. Strong customer service experience demonstrating compassion and concern., 4. Ability to use diplomacy and handle sensitive and confidential matters discreetly, exhibiting honesty, integrity, discretion, and sound judgment at all times., 5. Good organizational, problem-solving, and analytical skills; able to manage priorities, projects, and workflow., 6. Ability to deal effectively with a diversity of individuals at all organizational levels., 7. Attention to detail, with a commitment to excellence and high standards., 8. Ability to work well under pressure and multi-task routinely., 9. Knowledge of general office concepts, practices, and procedures., 10. Ability to work on projects with general direction and minimal guidance, managing multiple priorities through to completion in a timely manner., 11. Proactive, motivated, and focused team-player attitude, self-sufficient, and prepared to go “above and beyond” on a regular basis., 12. Creative, innovative individual who works well in a fast paced environment., 13. Performs accurate client invoicing for all client receivables through the use of Quick Books., 14. Go over client finances and have signed financial agreements on all active clients., 15. Set up payment plans when applicable., 16. Send monthly invoices of clients with a balance., 17. Ongoing process on working delinquent accounts., 18. Client refunds will be processed with a written completed request form. Then given to controller for check to be processed., 19. Verify that transactions comply with financial policies and procedures., 20. Daily check deposit log to see if deposits to Quick Books are needed., 21. Receives incoming client calls pertaining to client financials. If the call includes insurance benefits then an email will be send to the biller with information attained., 22. Calls insurance companies to verify benefits when necessary., 23. Backs up the reception office and also a backup for admissions department when needed., 24. Works with Operation Director on Data Collection and Analysis Projects., 25. Has completed assigned Relias training, 26. Opens or closes building according to procedures posted., 27. Perform other tasks and duties as assigned. MINIMUM MANDATORY QUALIFICATIONS: Experience: Experience with Microsoft Word, Excel and QuickBooks. Ability to learn and competently perform functions in an EMR program and an online clearing house. Experience in a billing department, or experience in billing for similar services. Education: HS Diploma-Some College License/Certification: CPR PREFERRED QUALIFICATIONS: BACHELORS DEGREE WORK ENVIRONMENT: The work environment characteristics described here are representative to those an employee encounters while performing the primary functions of this job. Normal office conditions exist, and the noise level in the work environment can vary from low to moderate. Limited overnight travel may be required from time to time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Mental demands: There are a number of deadlines associated with this position. The employee must be able to handle frequent interruptions and must also multi-task and interact with a wider variety of people on various and, at times, complicated issues. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the primary functions of this job. While performing the duties of this job, the employee may be required to frequently stand, walk, sit, bend, twist, talk, hear and perform repetitive motions. There may be prolonged periods of sitting, keyboarding, reading, as well as driving or riding in transport vehicles. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include reading, distance, computer, and color vision. Talking and hearing are essential to communicate with patients, vendors and staff. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER: All employees must uphold all principles of confidentiality and patient care to the fullest extent. This position has access to sensitive information and a breach of these principles will be grounds for immediate termination. In order to provide equal employment and advancement opportunities to all individuals, employment decisions Turning Point Recovery Center Inc. will be based on merit, qualifications, and abilities. Turning Point Recovery Center Inc. does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability or any other characteristic protected by law. Company DescriptionOur Mission Addiction is a mean disease and Turning Point is leading the way with safe, effective, evidence-based treatment. At Turning Point, our entire staff is dedicated to making sure that those who seek help are supported in a collaborative venture in which our clients, clinicians and staff work together for your recovery. Whether you are taking the first step towards sobriety, trying to get or stay clean, struggling with a relapse, Turning Point can be your partner for a new and healthier way of life. We have worked with thousands of people just like you. Whether you drink too much or can’t control how much you use, we can support you and help you start down the path of recovery. Our combined clinical team has decades of experience treating addiction to alcohol, heroin, opiates, methamphetamine, cocaine, prescription drugs, other “street drugs,” and every combination imaginable. Many of our employees are in long-term recovery. We understand the pain addiction is causing you and your family.Our Mission\r\nAddiction is a mean disease and Turning Point is leading the way with safe, effective, evidence-based treatment. At Turning Point, our entire staff is dedicated to making sure that those who seek help are supported in a collaborative venture in which our clients, clinicians and staff work together for your recovery.\r\nWhether you are taking the first step towards sobriety, trying to get or stay clean, struggling with a relapse, Turning Point can be your partner for a new and healthier way of life.\r\nWe have worked with thousands of people just like you. Whether you drink too much or can’t control how much you use, we can support you and help you start down the path of recovery.\r\nOur combined clinical team has decades of experience treating addiction to alcohol, heroin, opiates, methamphetamine, cocaine, prescription drugs, other “street drugs,” and every combination imaginable. Many of our employees are in long-term recovery. We understand the pain addiction is causing you and your family.

Job Description Alternate titles: Military-to-Civilian Financial Advisor · Veteran Financial Services Career · Military Spouse Financial Advisor Location: Tucson, AZ · Sierra Vista, AZ · Phoenix, AZ · Yuma, AZ · Albuquerque, NM · Alamogordo, NM · Las Cruces, NM · Clovis, NM Employment Type: Independent Contractor (1099) — Broker-Affiliated (Per National Life Group's career agency model: "As a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are responsible for your paycheck and job security." Compensation is entirely commission-based with no employer-provided benefits. 1099 independent contractors are responsible for their own health insurance, retirement planning, and self-employment taxes. WealthBridge provides infrastructure, training, mentorship, the carrier-appointed platform, and sponsorship for required licensing — a business-to-business affiliation, not an employment relationship.) About WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning. We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. The Opportunity: WealthBridge serves communities near Davis-Monthan AFB (Tucson), Fort Huachuca (Sierra Vista), Luke AFB (Phoenix), MCAS Yuma, Holloman AFB (Alamogordo), White Sands (Las Cruces), Kirtland AFB (Albuquerque), and Cannon AFB (Clovis). Your military training — leadership under pressure, mission execution, discipline, client service orientation — translates directly into this profession. We've seen former operators, pilots, engineers, logisticians, corpsmen/medics, and signal officers succeed as financial advisors. The traits that make good officers and NCOs are the same traits that make good advisors. Military spouses: this is also a portable career — your book moves with you if your family relocates, and state-to-state licensing reciprocity makes geographic transitions straightforward. What you'll do: • Full transition pathway — pre-licensing guidance, 4-week joint-field training, comprehensive mentorship., • Licensing support — Arizona (no pre-licensing required), New Mexico (40-hour course), and any additional state(s) you want to serve., • Compensation — industry-leading, production-tiered compensation; commission-based; book portability from day one; team override on First-Year Commissions (FYC) as you grow., • VA-relevant markets — veteran community, military spouses, federal civilian retirees, DoD contractors: all high-value client segments where trust and shared background matter. Industry compensation reference: Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210. Arizona state-level estimates are available at bls.gov/oes; Arizona earnings for this occupation typically fall near the national distribution. New advisors begin in the lower portion of the range during licensing and ramp (months 1–12) and scale as activity, persistency, and book development compound. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024. WealthBridge firm-wide good-faith earnings estimate (commission-based, 1099): WealthBridge Financial Group's currently-live New York entry-level Workable posting discloses a good-faith range of $80,000 to $115,000 yearly for first-year new associates. This is the firm's pay-transparency disclosure for new associates; it represents an earnings estimate (not a salary) for commission-based 1099 broker affiliated production. New advisors typically begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale up as activity, persistency, and book development compound. As 1099 independent contractors, new associates are responsible for their own health insurance, retirement savings, and self-employment taxes; WealthBridge provides the carrier platform, training, mentorship, and required-license sponsorship. How to apply: Apply through this post or schedule up to a 1-hour conversation. Direct scheduling link: https://calendly.com/mwpenn94 Every application receives a response within 5 business days. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc. This is an independent contractor (1099) opportunity. Compensation is entirely commission-based with no guaranteed base salary or employer-provided benefits. Actual earnings depend on production, persistency, market conditions, and contract terms. Any compensation references are illustrative and not guarantees of future earnings. WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA. Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history. People. Impact. Outcome. · wealthbridgefg.com Requirements • Honorable discharge, active transition (TAP/SkillBridge with command approval), current Guard/Reserve status, or military spouse of an active-duty service member., • Strong interpersonal and communication skills., • Commitment to learning and professional development., • Ability to obtain Life & Health insurance license in your state of residence., • Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months., • Prior financial experience not required. Benefits WealthBridge platform support for 1099 broker-affiliated associates: • Training allowance and performance-based incentives., • Sponsorship for required licenses and continuous training., • Flexible schedule with strong work-life balance., • Industry-leading, production-tiered compensation structure with transparent tier progression., • 4-week intensive joint-field training with leadership., • 100% book portability from day one. Access to NLG (A+) and a broad multi-carrier shelf for product fit., • Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department. Team override on First-Year Commissions (FYC) as you develop junior advisors., • Clear Associate → Senior Associate → Managing Director career path.

Job DescriptionWe are looking for an experienced finance leader to oversee financial strategy, governance, and performance for our Albuquerque, New Mexico operations. This position serves as a key advisor to business leadership, helping guide planning, investment decisions, and operational priorities through clear financial insight. The role also ensures strong controls, reliable reporting, and compliance with corporate standards while supporting research programs, funded initiatives, and long-term business growth. Responsibilities: • Lead the finance function for the Albuquerque, New Mexico business, providing direction on financial strategy, governance, and day-to-day oversight., • Partner with operational, technical, and executive leaders to deliver analysis that supports informed decisions on performance, growth, and resource allocation., • Direct budgeting, forecasting, and long-range planning activities, ensuring alignment with broader finance policies and reporting expectations., • Review monthly financial results, management reports, and key performance indicators to identify trends, risks, and opportunities for improvement., • Guide financial oversight for research and development efforts, including project costing, spend tracking, and compliance with external funding requirements., • Build business cases, scenario models, and investment analyses to support strategic initiatives, partnerships, and commercial opportunities., • Contribute financial leadership to pricing discussions, contract evaluations, and funding arrangements, including government-supported programs., • Strengthen internal controls, reporting discipline, and governance practices to support statutory compliance and future capital markets readiness., • Manage and develop the local finance team, including oversight of the Financial Controller and future accounting staff, to ensure effective execution of finance operations.• 10+ years of progressive finance experience, including leadership responsibility within a complex business environment., • Demonstrated success in budgeting, forecasting, annual planning, and cash flow management., • Strong background in financial reporting, month-end close oversight, and performance analysis., • Experience creating financial models and scenario analyses to support strategic and operational decisions., • Ability to work closely with cross-functional leaders and translate financial data into practical business recommendations., • Knowledge of financial controls, compliance standards, and governance frameworks., • Experience supporting R& D, project-based work, government-funded programs, or similarly regulated initiatives is strongly preferred.

Job Description Alternate titles: Financial Advisor Retirement Transition · Sell Your Book of Business · Financial Advisor Succession Partnership · Advisor Book Acquisition Location: United States (nationwide; in-person client continuity preferred in the advisor's existing market) Engagement Type: Book acquisition or continuation partnership (structure is flexible: sale, earn-out, gradual transition, or reduced-role continuation). For advisors continuing in a reduced-role production capacity, the ongoing classification is W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification, Form W-2 Box 13 "Statutory employee" checked) with commission-based compensation. Pure book-sale structures without a continuation role do not involve an employment relationship. About WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning. We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. Who this is for: This is a conversation for financial advisors who are planning to retire, reduce their practice, or transition to a reduced-role capacity within the next 12–60 months, and who want a clear path for the continuity of their clients' service after they step back. Typical candidates: • Advisors 55–75 years old with an established book, no internal successor, and a desire to protect client relationships on exit., • Practices with meaningful annual production looking for acquisition or earn-out. Advisors facing family or health transitions who need a credible continuity partner., • Advisors whose captive firm does not offer a clean succession pathway. What WealthBridge provides: • Book acquisition or earn-out structures. Flexible deal structures — outright acquisition, multi-year earn-out, gradual transition, or a reduced-role continuation where you stay partially engaged on your terms., • Client continuity. Your clients are served by WealthBridge advisors who already operate on a comprehensive planning framework (the 7 planning areas). Clients experience continuity, not disruption., • Confidential valuation. We provide a book valuation based on product mix (life vs. annuity vs. advisory), persistency, trail economics, and AUM. Valuations use industry-standard methodologies referenced during the Discovery conversation., • Legacy protection. Your client relationships carry forward under WealthBridge's service standards. You remain named in ongoing communications during transition where appropriate., • Optional reduced-role continuation. If you want to remain licensed and work a handful of longtime relationships while WealthBridge handles the rest, we can structure that. What we look for: • An established book of business (Life insurance, annuities, advisory, or a combination)., • Good compliance history — clean U4/U5 or a willingness to disclose and discuss., • Client relationships where continuity of service would be welcomed., • A realistic exit timeline (12–60 months is typical). The 4-step conversation: • Confidential exploration — 45–60 min. Book profile, goals, timing, and any compliance or contractual considerations., • Book valuation — we provide a written preliminary valuation within 10 business days of receiving your production data, under NDA., • Structure design — we propose 2–3 structures (acquisition, earn-out, continuation) tailored to your objectives. You choose., • Documentation and transition — contracts, regulatory filings (including Form U4/U5 transitions if applicable), and client communication plan executed over 30–90 days. How to begin: Apply through this post or schedule up to a 1-hour conversation with the regional Managing Director's scheduling link. Direct scheduling link: https://calendly.com/mwpenn94 All communication receives a response within 5 business days. All inquiries held in strict confidence. NDA available before any detailed disclosure. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc. Any acquisition, earn-out, or continuation arrangement is subject to individual negotiation and regulatory approval, including required U4/U5 amendments, state insurance department filings, and client notification consistent with applicable regulations. Book valuations are non-binding estimates based on information provided and are not guarantees of transaction value. WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA. Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history. People. Impact. Outcome. · wealthbridgefg.com Benefits WealthBridge platform support for associates: • Training allowance and performance-based incentives., • Sponsorship for required licenses and continuous training., • Flexible schedule with strong work-life balance., • Industry-leading, production-tiered compensation structure with transparent tier progression., • 4-week intensive joint-field training with leadership., • 100% book portability from day one. Access to NLG (A+) and a broad multi-carrier shelf for product fit., • Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department. Team override on First-Year Commissions (FYC) as you develop junior advisors., • Clear Associate → Senior Associate → Managing Director career path.

Job Description About CAC The Center for Action and Contemplation (CAC) exists to support transformation and inspire loving action in the world through the teaching of Christian contemplative wisdom and practices. Our mission guides our work, and our team carries it forward each day. We are committed to a way of working that integrates our operations, culture, and shared values so that how we work together reflects what we teach in the world. About the Job Opportunity We’re looking for an experienced and thoughtful HR Manager to serve as the operational backbone of our People Operations team. This role is essential in ensuring that CAC’s people systems run smoothly, compliantly, and in alignment with our values. As an individual contributor reporting to the Director of People Operations, you will own and execute key HR functions across the full employee lifecycle. You will help run recruiting operations and onboarding to benefits administration, HRIS management, and employee relations support. You’ll partner closely with leadership and managers to bring consistency, clarity, and care to how we support our people. This is an ideal opportunity for someone who enjoys both the structure and nuance of HR. We’re looking for someone who can balance compliance and process with empathy, curiosity, and a service-oriented mindset. Who You Are You are a proactive, detail-oriented HR professional who takes pride in owning your work end-to-end. You’ve likely worked in a smaller or growing organization where you’ve built a broad understanding of how HR functions connect and collaborate and are comfortable working across a range of responsibilities. You bring a thoughtful, grounded presence to your work. You are able to uphold policies and expectations while also approaching people with care and respect. You’re naturally curious, solutions-oriented, and motivated to improve systems and processes over time. You’re excited about the opportunity to contribute to a mission-driven organization and are energized by the idea of building and maintaining people practices that are both compliant and deeply human. What You’ll Do • Serve as the primary owner of CAC’s core HR operations, ensuring systems and processes run reliably and consistently, • Administer compensation and role grading processes, including maintaining job descriptions, managing benchmarking systems, supporting annual compensation reviews, coordinating approval workflows, and drafting salary offers in alignment with internal compensation guidelines, • Lead recruiting operations, including ATS (JazzHR) management, intake support, and maintaining a high-quality candidate experience, • Partner with hiring managers throughout the interview process, providing structure, guidance, and HR perspective, • Oversee onboarding and offboarding processes, ensuring smooth, thoughtful transitions across the employee lifecycle, • Administer benefits programs, including open enrollment, vendor coordination, and employee support, • Manage leave processes (FMLA, ADA, Workers’ Compensation), ensuring compliance and clear communication Support HRIS (Rippling) workflows, maintaining accurate and up-to-date employee data • Maintain personnel records and ensure proper documentation and coordination with Finance, • Support performance review cycles, identifying trends and helping improve consistency and follow-through, • Assist with engagement surveys and reporting, surfacing insights and opportunities for improvement Serve as the first point of contact for day-to-day employee relations questions, escalating complex matters as needed Ensure compliance with multi-state employment laws and internal policies, identifying risks and recommending improvements • Maintain and update HR policies and procedures in alignment with evolving regulations and CAC values, • Support planning and execution of team gatherings, retreats, and all-staff meetings, • Model and uphold CAC’s Community Engagement Agreements in all interactions Qualifications Required: • 7+ years of experience in an HR Generalist or HR Manager capacity, • Demonstrated experience owning end-to-end HR functions (benefits, recruiting, onboarding, compliance, etc.), • Hands-on experience with HRIS systems (Rippling, ADP Workforce Now, TriNet, or similar), • Experience administering benefits beyond open enrollment (vendor management, plan evaluation, etc.), • Strong understanding of HR compliance and employment law (multi-state experience preferred), • Experience supporting employee relations and acting as a first line of support for managers, • Ability to manage multiple priorities with strong attention to detail and follow-through Strongly Preferred: • SHRM-CP or PHR certification, • Experience working in a small or growing organization, • Familiarity with nonprofit or mission-driven environments, • Experience supporting payroll processes in partnership with Finance, • Experience with JazzHR or similar ATS platforms, • Proactive, “hit the ground running” mindset with strong ownership and initiative Work Requirements • Occasional travel required for team off-sites or in-person gatherings, • Ability to maintain a stationary position at a desk/workstation for extended periods, using a, • computer, and performing repetitive arm/hand motions such as typing and operating a mouse., • Ability to view computer monitors and read digital text/data, • Ability to communicate effectively in English in verbal conversations, including comprehending spoken words and participating in discussions., • Must be able to occasionally lift and carry approximately 15 pounds Ready to Apply? Please apply for this job directly through the online application system, providing your resume and other specified details to be considered for the job opportunity. Due to the high volume of interest, we are not able to process applications or respond to inquiries unless they come through our online system. Job Specifications, Compensation & Benefits This is a full-time, exempt position scheduled to begin as soon as possible. We’re open to remote candidates, but have a preference for candidates who are located in Albuquerque, New Mexico or are open to relocation (we offer relocation assistance). We are pleased to offer a salary range of $71,308 - $88,286 annually (based on experience) for this position. Compensation ranges are established based on a grade system designed to ensure competitiveness with industry standards as well as pay equity. Final compensation will be determined based on the specific qualifications of the candidate in relation to the salary grade and predetermined criteria. Our commitment to pay transparency and fairness reflects both our values and our dedication to fostering an inclusive and equitable work environment. CAC compensation packages are one part of a generous total rewards package that also includes industry-leading flexibility, benefits, and paid leave. We offer full-time staff positions: • Medical, dental and vision plans with options to best meet your needs, • 401(k), • Generous PTO, including organizational-wide week-long break in the summer and winter., • Full-time employees receive 3 months of paid sabbatical leave after 7 years of service., • Paid Sick Leave, • Personal Retreat: 5 paid days off to attend one spiritual retreat a year after your first year of employment, • Professional Development Stipend, • Five free books annually in addition to all free digital downloads from CAC Library We are an Equal Employment Opportunity (EEO) Employer We believe that diversity makes us better. The CAC welcomes and provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to age, race, color, national origin, ancestry, religion, gender and gender identity, sexual orientation, family medical history or genetic information, pregnancy, parental status, military service, veteran status, citizen status, political affiliation, disability status, or any other non-merit based factor. We look forward to the possibility of working together in a supportive and rewarding environment. Powered by JazzHR dNKWDD9Gzd

Finance, or related field (CPA preferred).

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