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Job Description Senior Tax Accountant www.thealtagrp.com Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 3 years of accounting, and business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice. What you will do: • Develop relationships with firm clients acting as their trusted adviser on all accounting, tax compliance and planning for businesses and individuals., • Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy., • Lead business and personal income tax compliance, strategy and planning for clients., • Prepare and review financial statements., • Partner with the firm's wealth management team to develop and suggest wealth management strategies., • Lead and develop junior team members., • Lead communications with both clients, and federal (IRS), state and local tax officials., • Network and develop relationships to promote firm awareness and drive practice growth. What you can expect: • The satisfaction of developing long lasting client relationships, being their go-to SME and helping them achieve their financial goals, • A cohesive, supportive team culture, • Tremendous career/professional growth potential, essentially unlimited earning potential, • An entrepreneurial environment with true partnership potential What's required: 3+ years of accounting, business and personal income tax compliance and planning experience with exposure to complex tax issues. A CPA is required Strong presentation and communication skills A desire to develop new relationships and help grow the firm

Job Description Tax Manager/Senior www.thealtagrp.com Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice. What you will do: • Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues., • Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy., • Lead business and personal income tax compliance, strategy and planning for clients., • Partner with the firm's wealth management team to develop and suggest wealth management strategies., • Lead and develop junior team members., • Lead communications with both clients, and federal (IRS), state and local tax officials., • Network and develop relationships to promote firm awareness and drive practice growth. What you can expect: • The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals, • A cohesive, supportive team culture, • Tremendous career/professional growth potential, essentially unlimited earning potential, • An entrepreneurial environment with true partnership potential What's required: 4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues. A CPA is required Strong presentation and communication skills A desire to develop new relationships and help grow the firm An interest in wealth management and financial planning

Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Vice President Compliance Risk Management Oversight Program Lead in Asset Management Compliance, Operations Coverage team, you will provide day-to-day compliance support for Asset Management Operations. You will also lead the team's use of generative artificial intelligence, large language models, and other technology to enhance oversight of our areas of coverage, including Operations, Liquidity, Sales and Distribution, Client Service, RFP team, Employee Compliance, Broker Dealer and CTO/CTA activities. You partner with senior stakeholders across the business, Legal, Risk, and control functions to provide independent challenge and practical guidance. You help us strengthen governance, monitoring, testing, and issue management across a broad set of operational activities and regulatory obligations. Job responsibilities: • Provide day-to-day compliance support and guidance for Asset Management Operations activities, • Lead development and maintenance of a technology-enabled compliance oversight program, including use of generative artificial intelligence and large language models, • Oversee second line of defense challenge of business processes and controls through control and operational risk evaluations and related risk assessments, • Develop and execute monitoring and testing programs, including risk and control assessments, for operations activities, • Deliver compliance training and draft compliance bulletins and policies covering control expectations and regulatory developments, • Review policies and procedures and advise on issue management and change management, including procedure updates, • Coordinate with global compliance counterparts to promote consistent oversight practices and outcomes, • Support governance committees and act as a delegate when appropriate, providing risk-based input and escalation, • Support responses to regulatory engagements, including examinations and information requests, • Review and disposition market conduct cases involving operations personnel in accordance with the violation framework, • Contribute to broader coverage across sales and distribution, liquidity, employee compliance, client service, fiduciary and adviser obligations, data risk, among other areas. Required qualifications, capabilities, and skills: • 7 years plus of experience in asset management, broker-dealer, or investment adviser environments, or in related compliance, legal, audit, risk, controls, or sales roles, • Demonstrated ability to provide independent oversight and credible challenge to business processes and controls, • Experience designing or executing compliance monitoring, testing, and risk assessment activities, • Strong stakeholder management skills, including partnering effectively with senior executives and cross-functional teams, • Strong written and verbal communication skills, including ability to draft clear policies, bulletins, and training materials, • Proven ability to manage multiple priorities with urgency, sound judgement, and attention to detail, • Strong experience in applying data analytics, generative artificial intelligence, large language models, and related technology to improve compliance oversight or reporting, • Experience supporting regulatory examinations or regulatory information requests Preferred qualifications, capabilities, and skills: • Operational experience in the financial industry supporting asset management activities, • Experience supporting investment management risk oversight activities

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors 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, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support2, • Fully company-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 #LI-Onsite You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description We are seeking an Insurance Sales And Service Representative to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and existing clients. Responsibilities: • Present and sell insurance policies to new and existing clients, • Develop and calculate suitable plans based on clients' needs, • Resolve client inquiries and complaints, • Expand business reach through networking techniques, • Comply with insurance standards and regulations, • Track and identify areas of improvement Qualifications: • Previous experience in insurance, customer service, or other related fields, • Ability to build rapport with clients, • Strong negotiation skills, • Excellent written and verbal communication skills, • Ability to prioritize and multitask Start a career in an Allstate agency to serve our growing Hispanic customer base. Are you looking for a meaningful career in a local business that has the full support of a national brand that people recognize and trust? We’re seeking bilingual sales professionals who want to be financially rewarded for outstanding performance and serve the insurance and financial needs of the Hispanic community… with the full support of a company 70,000-people strong. As a bilingual sales professional, you will be rewarded for helping Allstate agencies engage the booming Hispanic consumer segment in the state. Join a team dedicated to protecting the things that matter most to Hispanic families in your community, and serve as trusted adviser to millions of people by protecting their homes, cars, retirement incomes and even their livelihoods.

To offer securities and investment advisory services as a Financial Advisor, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc. About the job Financial Advisor (Experienced) At Integrated Financial Concepts, we do work that matters in a c

Integrity Talent Solutions Ltd sta cercando un Consulente Finanziario da casa per il mercato italiano.In questo ruolo, ti concentrerai sull'acquisizione di clienti privati ad alto patrimonio e sarai supportato da gruppi dedicati alla gestione del portafoglio e al servizio clienti.Stiamo cercando can

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter. Overview Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy –