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THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE OPPORTUNITY Your future starts now. Join our high-performance Retail team as we deliver Everyday Luxury to the world. We’re proud to offer industry leading wages starting at $20-$30/hr with unlimited growth potential. You’ll experience a world-class Retail education. We offer a comprehensive onboarding program and ongoing opportunities for continued development through exposure and experience. As a Retail Associate within our boutiques, you will be part of the team responsible for the successful delivery of extraordinary client experiences and support to maximize on sales opportunities. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLES As a Boutique Associate, you will: Support the Service Counter team to enable efficient and elevated experiences Support the Atelier team to enable Everyday Luxury experiences Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you will: Sell clothes and earn client confidence through unparalleled styling expertise Deliver world-class experiences by creating meaningful, memorable moments Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia As a Service Advisor, you will: Welcome clients Match clients with their product and direct to the right Service Counter Prepare the product to be processed Efficiently and accurately process transactions Package product for an Everyday Luxury opening experience Support operations at the Service Counter As an Inventory Associate, you will: Efficiently and accurately process incoming and outgoing shipments to and from the DC, boutique to boutique, and our clients Strategically place product in the backroom Uphold the standards of product display Enable seamlessly integrated cross-channel shopping experiences Support in the seamless operations of all aspects of the retail space across Clients, Product, Space, Risk and Operations THE QUALIFICATIONS Aritzia Retail Associates have: An aspirational sense of individual style A commitment to learn and apply Aritzia's Values and Business and People Leadership principles The ability to collaborate fluently with cross-functional partners A commitment to quality and investing in results that add value to the business THE COMPENSATION The typical hiring range for this position is $20 - $30 per hour. Aritzia’s Everyday Luxury compensation package goes beyond the base salary with endless growth and recognition opportunities through our pay-for-performance philosophy. Along with aspirational workspaces, elevated employee perks and experiences - we provide it all. THE PERKS Some of the industry-leading benefits you will receive working at Aritzia: Product Discount – Maybe you’ve heard of our famous product discount? You have now. Aritzia Virtual Wellness – Because your health, happiness, and safety matter – 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial. Aspirational Workspace – Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It’s all part of the Everyday Luxury experience you – and our clients – deserve.

This position provides licensed financial and non-financial support to Ascend National Wealth Advisors and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well

Knowledge of financial industry, financial products, and financial planning concepts. NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. Resource and collaboration with o

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Boeing Employee Credit Union in Seattle, WA would allow you to join the Investment Program at Boeing Employee Credit Union as an Associate Advisor associat

Job Description Client Advisor Seattle, WA Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm. The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting. Responsibilities: • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy., • Draft and deliver customized reports, planning materials, and meeting presentations for clients., • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility., • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies., • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment., • A working knowledge of estate structures, asset management approaches, and advanced planning techniques., • Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred., • Clear communicator with the ability to simplify complex ideas., • Organized, detail-oriented, and comfortable juggling multiple priorities., • Salary range: $88,000 – $150,000, plus discretionary bonus., • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match., • Paid time off starting at 15 days annually, plus holidays., • Support for licenses, certifications, and ongoing professional development., • Team culture that values collaboration, personal growth, and community involvement.

Your proactive approach to addressing their financial planning needs, conducting portfolio reviews, and making insightful assessments will guide our clients towards achieving their financial goals. Partnering for success: Work collaboratively with Financial Advisor(s) in your assigned area to develo

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation:, • Pay: $85,000 - $135,000 per year, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Quarterly team-building events, • Regular social events, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

Job Description Salary: $190,000 - $200,000 / year Pay Grade: 19 Other Forms of Compensation: Company vehicle lease or monthly car allowance As the leader in business and industry dining, Eurest is the company to join if you want a rewarding career packed with limitless opportunities. We feed the employees of the nation's largest and most-prestigious companies -- in every state and across all industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate cafes and executive dining rooms with on-site catering through vending innovations and more. Our company is innovative, high performing and fast growing. Our teammates are enthusiastic, committed to quality and thrive on consistently delivering unparalleled results. And did we mention we work with exciting companies and at interesting locations? Come grow your career with Eurest. Job Summary: The Vice President Operations and Hospitality is a strategic leadership role responsible for overseeing end-to-end program performance, operational and hospitality excellence, and senior-level client relationships across a portfolio of high-profile Experience Centers, Innovation Hubs, and the global dining program. This role blends operational rigor with exceptional client stewardship to ensure the seamless delivery of innovative, efficient, and differentiated service experiences. This leader is accountable for programmatic consistency across geographies, change management, and financial outcomes across multiple locations. In parallel, they serve as a trusted advisor and point of escalation for executive clients — building confidence in delivery, translating business priorities into actionable plans, and elevating the overall partnership value. This role is based in Redmond, Washington. Key Responsibilities: Regional & Global Program Leadership • Oversee operational performance ensuring alignment with contract and service expectations, brand standards, and client goals, • Lead the development, implementation, and continuous improvement of regional programs, SOPs, and service delivery frameworks, • Provide strategic oversight for budgeting, financial performance, inventory management, and business reviews, • Guide the rhythm of business across sites, ensuring structured planning, milestone tracking, and performance monitoring, • Drive adoption of change initiatives, including new technologies, process updates, and operational innovations Senior Client Engagement • Serve as the senior point of contact for client executives and key stakeholders —building long-term trust and credibility, • Facilitate strategic business reviews, roadmap planning, and executive updates to maintain transparency and alignment, • Anticipate client needs and proactively recommend enhancements, innovations, or course corrections to improve service outcomes, • Lead issue resolution and escalation management with professionalism and accountability, • Translate client vision and business goals into actionable operational strategies across all locations Team Development & Leadership • Lead, coach, and mentor a team of regional managers and onsite leaders, fostering a high-performing, engaged culture, • Direct reports: Regional Planning Director – North America, Regional Hospitality Program Manager – Global, and Regional Director – Innovation Hubs North America, • Dotted line reports: Regional Planning Director – APAC, EMEA & LATAM, • Conduct regular talent assessments, performance reviews, and development planning to build future leadership capacity, • Create opportunities for cross-learning, collaboration, and knowledge-sharing across sites Cross-Functional Integration & Enablement • Partner with culinary, facilities, marketing, and operational leads to ensure cohesive service experiences that reflect both brand and client expectations, • Align field teams around enterprise-wide initiatives, KPIs, and client-centric culture, • Ensure appropriate training, documentation, and communication strategies are in place to support frontline excellence and leadership consistency, • Support new business, program expansions, and regional transitions with proactive planning and onsite leadership Qualifications: • Bachelor’s degree in Business Administration, Hospitality Management, or a related field required; Master’s preferred, • 10+ years in multi-site leadership roles with demonstrated success in client-facing service delivery environments; prior experience in contract services, or corporate hospitality management preferred, • Strong executive presence and ability to build senior client relationships with diplomacy, confidence, and strategic insight, • Excellent financial acumen with direct experience managing budgets, forecasting, and cost control at a regional level, • Proven ability to lead through ambiguity, drive change, and manage large-scale programs or initiatives across diverse teams, • Excellent written and verbal communication skills; adept at navigating complex stakeholder environments, • Experience with operational systems, reporting tools, and performance dashboards are strongly preferred Eurest is a member of Compass Group USA Click here to Learn More about the Compass Story Associates at Eurest are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Eurest maintains a drug-free workplace. Applications are accepted on an ongoing basis.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables, analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Reviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward looking projections, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans, • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Pay: $95,000 - $140,000 per year, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Quarterly team-building events, • Regular social events, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located on the edge of downtown Bellevue. We have a hybrid work environment, 7:00am - 4:00pm, in office Tuesdays, Wednesdays and Thursdays with the ability to work from home Mondays and Fridays. Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit . Specific responsibilities include: • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests, • Scheduling and organizing client meetings and proactively preparing meeting materials in advance, • Coordinating the new client onboarding process:, • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access, • Updating cost basis, tracking required minimum distributions, reconciling account information, • Sending and receiving documents to clients, their advisors, and investment custodians, • Entering and maintaining client data and activity notes in our CRM system, • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus), • Interest in building a career in the wealth management industry, • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus, • Excellent communication skills, including proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Strong prioritization skills and the ability to manage multiple tasks independently, • Excellent reliability, • A Bachelor's degree is preferred due to future career path requirements Benefits: In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package. As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base pay plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays, and an extra paid day off each year to do volunteer work, • Paid Parental leave: 12 weeks paid for all new parents, • Career development: 100% training/certification/licensing/dues reimbursement and mentoring program, • Parking: heavily subsidized parking or transit pass, • Wellness reimbursement, • Paid sabbaticals and anniversary bonuses Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job Description 100% Remote | Outsourced Accounting | Client-Facing Role Do you love the rhythm of monthly accounting but want more than just transaction processing? Looking for a role where your work makes a direct impact on clients’ businesses — and where your personal and professional growth is a priority? Our client is a tech-forward, people-focused CPA & Advisory firm serving small-to-mid-sized businesses nationwide. They’re looking for a Staff Accountant / Associate who thrives in a multi-client environment and is eager to learn, grow, and contribute to a team that values innovation and proactive client service. Why This Role Stands Out • Fully Remote: Central/Eastern time zone preferred for client meetings., • Growth-Oriented: Exposure to tax work over time and clear pathways for advancement., • Manage and close monthly books for ~30 clients., • Perform reconciliations, payroll processing, and sales tax filings., • Prepare monthly financial reports for advisor review., • Assist with initial tax return prep in years 1–2., • Support client onboarding and ensure smooth ongoing engagement., • Bachelor’s in Accounting (preferred) or equivalent., • 1–3+ years bookkeeping/accounting experience in a multi-client setting., • Strong QuickBooks Online skills., • Tech-forward mindset and adaptability., • $60K-$65K base + onboarding bonuses + annual growth bonus = to 10-12% of base comp annually, • Fully remote with flexible scheduling.

The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. Possess knowledge and demonstrate abil

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Brand: Spencer's ?The Sales Associate is responsible for maintaining Guest Services as per Company Standard. The Sales Associate will support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing, pricing, POS operations and loss prevention in adherence to al

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT.Commercial Con

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requiremen

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT.Commercial Con

Crossroads Trading - JobID: 100-171162865 [Safety Guard / Security] As a Security Associate/Customer Service Greeter at Crossroads Trading, you'll: Cultivate strong visual presence at the entrance/exit through courteous greeting and professional interactions with customers and teammates; Consistentl

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / 401k - As a Customer Service Rep at DGI Supply, you will: Handle customer and sales interactions via phone, email and tickets within the Customer Care Box; Process requests for quotations, order entry and product questions from cu

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / PTO / Paid training - As a Customer Service Rep at Assurant, you will: Handle inbound customer calls and/or e-mails with empathy and professionalism; Resolve issues, answer questions, and provide proactive solutions; Document inte

Up to $25-hr / Flexible Schedule / Health-Dental-Vision / PTO + Parental Leave - As a Customer Service Associate at Tandem Vet, you will: Provide exceptional customer service by answering incoming calls, responding to emails and live chats in a timely and professional manner; Troubleshoot and resolv

A well-established, growth-oriented independent insurance and financial services firm is seeking a.

PrideStaff - - Responsibilities: Professionally answer inbound calls from customers.Demonstrate product and service knowledge.Resolve customer concerns and complaints.Research solutions utilizing multiple resources.Effective written and verbal communication skills necessary.

As a Lead Advisor, you will work directly with new and prospective clients to evaluate their financial situation and build strategies that address retirement risks, unnecessary fees, and gaps in planning. Build and present financial strategies aligned with client needs and fiduciary standards. Assis