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Position Type: Regular Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. What you’ll do: The Advisor Services Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs. Daily tasks include answering phone calls discussing Schwab’s cost basis offering, answer tax reporting and statement questions, researching corporate actions and offering flexible solutions that best fit each advisor’s needs. We pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in a fast-paced, challenging, and professional environment. Key responsibilities may include: • Answer in-bound calls from Advisors, AS Service and Alliance representatives, • Respond to client and service team requests received via email, • Conduct training for Advisors and Business Partners, • Accurately process statement and cost basis enrollment forms, • Understanding and recognition of Advisor Services and risk factors related to Cost Basis, Tax, Reorg and Statements, • Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills, • 1+ year Customer Service experience (internships and collegiate activities will be considered), • Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects, • Analytical and problem-solving skills, • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics, • Knowledge in internet-based research, personal workstations/desktop applications, • Intermediate Excel skills- ability to handle large amounts of data using Excel, • Bachelor’s degree or 2+ year experience in the financial industry, • Experience working with regulatory or risk issues preferred, • SIE or Series 7 preferred, but not required, • Cost basis and tax knowledge is preferred, but not required. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and trading support to independent fee-based investment advisors (RIAs). As a partner to these independent RIAs, Schwab ACT focuses on meeting their needs and supporting both their business and client goals through collaborative relationships. The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost basis, and statement inquiries. Daily duties include responding to phone calls about cost basis, tax reporting, statements, and researching corporate actions while providing tailored solutions. We focus on superior customer service and attention to detail. Successful team members are eager learners who thrive in a fast-paced, professional setting. Key responsibilities may include: • Answer in-bound calls from Advisors, and internal business partners, • Respond to client and service team requests received via email, • Conduct training for Advisors and Business Partners, • Accurately process statement and cost basis enrollment forms To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: • Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills, • 6+ months’ Customer Service experience (internships and collegiate activities will be considered), • Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects, • Analytical and problem-solving skills, • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics, • Knowledge in internet-based research, personal workstations/desktop applications, • Intermediate Excel skills- ability to handle large amounts of data using Excel Preferred Qualifications: • Bachelor’s degree or 1+ year experience in the financial industry, • Experience working with regulatory or risk issues preferred, • SIE or Series 7 preferred, but not required #campus At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We're currently looking for dedicated individuals like you to help us provide financial advisors with access to tools and wealth-management services. If you're interested in working to help grow the business of independent investment advisor firms, there's a place for you in Advisor Services. What you’ll do: Advisor Platform Support (APS) Associates act as an ambassador of Advisor Services to educate, guide, and assist clients. A career in APS begins with a solid client focused mentality and a strong desire to help clients meet their needs. Providing our clients with exceptional experiences is the priority at Schwab and in our APS team. Our goal is that all team members create client loyalty with every interaction. We want you to bring your personality to your calls and create those memorable experiences for clients. With a dual focus on inspiring client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career. Through your client conversations you will: • Educate clients - Respond directly to client inquiries over the phone and engage clients in discussions focused on educating, and providing guidance as it relates to their website navigation needs, • Be a client advocate - Care enough to ask the extra questions knowing that just one question, the right question, can get to the heart of the issue, • Provide solutions-based service - Provide web site support/problem resolution to Registered Investment Advisors (clients) in a timely, professional, and courteous manner, • Be consultative - Recommend solutions, when appropriate, to clients which align to their needs, • Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab Advisor Services The ideal candidate will thrive in an environment where they are constantly learning. They will work in a highly collaborative team environment of professionals. The representative’s core responsibility will be responding to calls from an inbound call queue. This opportunity is suitable for someone who enjoys talking with customers and solving problems in a team oriented and supportive environment. Hours of operation are from 8:00 a.m. to 7:00 p.m. Eastern Monday – Friday. The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus location: 2423 E Lincoln Dr, Phoenix, AZ 85016 • 1-3 years customer service experience, • Basic knowledge of computer desktop and website navigation demonstrated through prior experience and/or education, • Basic knowledge of on-line/Internet services, • Consistent customer service focus, • Effective verbal and written communication, • Possess a collaborative and relationship-focused work style with demonstrated success in a team environment, • Have effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 01-01-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Job Description What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate. What experience and skills do I need to be successful? • Bachelor's degree in finance, business administration, or a related business field., • Experience in a financial advisor or related position., • Series 66 or Series 65 licensure., • General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM. Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition: • Competitive medical, dental, and vision insurance plans., • FSA/HSA account options., • Paid Time Off (PTO)., • 401k employer matching program to save for retirement., • Tuition reimbursement and professional growth opportunities through continuing education., • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness., • Bonuses for helping with business development leads. This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting. How do I join? The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn. More about MBE Wealth: MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Job DescriptionCompany Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers. Job Description As a Mortgage Advisor, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well. ***We offer a guaranteed monthly bonus for first three months! ***Our top producers for the Mortgage Advisor I role make north of 130K ***Our top producers for the Mortgage Advisor II role make north of 200K Work from home/hybrid: We are proudly offering hybrid options in the Phoenix, AZ metro market. What you’ll do: • Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility, • Advise and educate clients on the Lendage mortgage products and the application process, • Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval, • Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process, • Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process, • You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledgeQualifications What you'll bring: • Current AZ resident - role must reside in AZ, • Active NMLS (or able to be reactivated), • Have passed the SAFE exam, • 1+ years of mortgage lending experience for the Mortgage Advisor I role, • Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company, • Ability to work both independently and as a team player, • Ability to work in a continually changing, entrepreneurial team environment, • Passion, great communication skills, self-motivation, a positive attitude, and competitive spirit, • Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity Additional Information All your information will be kept confidential according to EEO guidelines. Achieve well-being with: • 401 (k) with employer match, • Medical, dental, and vision with HSA and FSA options, • Competitive vacation and sick time off, as well as dedicated volunteer days, • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs, • Up to $5,250 paid back to you on eligible education expenses, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first. Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader. #LI-KM1

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 - $150,000 at plan Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, • This is not just a sales job—it’s a career with purpose and opportunity, • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfactionQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Must have effective relationship management skills, • Required to effectively network to identify potential new clients, • Competitive, • Ambitious, • Coachable, • Communicative, • Self-disciplined, • Authentic About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job Description Hi, we're Oscar. We're hiring a Senior Manager, Medical Economics to join our Medical Economics. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Manager, Medical Economics, leads a team of analysts to guide next steps to support Oscar's total cost of care (TCoC) strategy and efforts. The Senior Manager collaborates with analytical leads across forecasting, medical economics, pricing, network analytics, and data science units to identify medical expense saving opportunities and to develop sound projections and measurements of the medical cost effects and clinical outcomes of programs, with an ultimate goal of improving total cost of care and driving affordability value. You will partner with Oscar's Office of Clinical Affairs and data science team to ensure accurate projections of clinical policy initiatives are reflected in management reporting — e.g. financial close, forecasts, program performance monitoring. You will report into the Senior Director, Medical Cost Analytics. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $142,560 - $187,110 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Lead team programs to identify and measure cost-saving programs., • Provide mentorship, and development planning for team members to promote growth and learning., • Maintain current knowledge of medical economics best practices, and drive innovation and new approaches., • Develop proactive financial models to assess the potential cost and use impacts of proposed clinical programs, network strategies, and policy changes. Conduct sensitivity analyses and stress-testing on models to understand the range of potential outcomes under multiple utilization and cost scenarios., • Perform in-depth analysis of integrated claims and operational data — e.g. medical, pharmacy, labs, authorizations) to identify cost and trend drivers., • Design and build retrospective studies to measure the actual financial and clinical outcomes of implemented programs, comparing results against initial projections., • Promote and shape best practices with respect to documentation., • Contribute departmental improvements in automation, AI application, and analytic tooling to increase efficiency and the sophistication of your team's work., • Serve a trusted analytic partner and advisor to team members in supported functional units., • Maintain relationships and lines of communication with stakeholders., • Influence and collaborate with stakeholders to guide strategic business decisions with respect to medical expense initiatives., • Compliance with all applicable laws and regulations, • Bachelor's degree in a STEM field., • 7+ years of relevant quantitative analysis experience., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one., • Significant experience analyzing and forecasting the financial impact of proposed changes to clinical policies, policy sets, utilization management processes, and clinical pathways., • Experience developing measurement of clinical intervention ROI., • Knowledge of prior authorization optimization and automation., • Familiarity with pharmacy economics., • Background in value-based care analytics. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description As one of the nation’s largest multi-family and student housing community developers, The Dinerstein Companies has completed over 75,000 multi-family apartments and 44,000 student housing beds in 26 states. TDC is an integrated company specializing in the development, construction, and property management of the nation’s finest apartment communities, with over sixty years in business. Whether it’s luxury mid-rise, high-rise residences or the most innovative off-campus student housing, TDC has the experience, expertise, and reputation for developing premier apartment communities. We are an experienced company. Not a management company. We wake up daily with a renewed mission towards genuine hospitality and authentic care. We seek to build and encourage relationships that create lasting memories. People will know why we love our work by how they feel after each encounter with our team and our communities. The extra degree of customer service makes all the difference. TDC looks for dynamic individuals eager to be the face of our company, brand, and property in our markets. Team members should embody the Core Values of The Dinerstein Companies. Our Community Assistants are the face and personality of the property. Your primary role as a Community Assistant will be to support the property’s leasing efforts, including: • Managing all leasing inquiries, conducting tours, performing follow-ups, and assisting prospects with the application process., • Ensuring digital and/or physical lease files are accurate, complete, and organized., • Reporting traffic, application, and lease number variances to appropriate team members., • Ensuring daily tasks and follow-ups are completed and documented., • Providing excellent customer service to residents, parents, and prospects., • Managing resident requests, concerns, and complaints in a timeline manner., • Assisting in the planning and execution of community events., • Tending to after-hours emergency calls as needed/required by the on-site management team., • Participating in seasonal team events, including turn and quarterly unit inspections., • Online coursework on fair housing, customer service, and company policies., • Follow-ups on prospect, resident, and maintenance surveys to ensure the highest level of customer service., • Regular audits of lease files, resident ledgers, and property reports., • Previous experience in customer service or a related field is a plus, but your passion and people skills are what truly shine., • A commitment to staying informed about the property., • Detail-oriented mindset and the ability to manage multiple tasks efficiently., • Comprehensive health coverage: Medical, dental, and vision insurance provided for eligible employees., • Robust retirement planning: 401(k) plan available with employer matching for eligible employees., • Financial security: Life and disability insurance for added protectionfor eligible employees., • Flexible financial options: Health savings and flexible spending accounts are offered for eligible employees. Apply Today! Are you ready to open the door to a fulfilling career, becoming a vital part of our community, and helping individuals find their perfect home sweet home? The first step in joining us by submitting your resume to: We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description About Us: 1-800Accountant is the nation's largest virtual accounting services firm, dedicated to providing accessible and affordable tax and accounting solutions for small business owners across all 50 states. We are committed to empowering entrepreneurs by offering expert financial guidance and innovative technology. Our team culture values integrity, collaboration, and continuous innovation. The Opportunity: We are seeking a results-driven and ambitious Business Development Representative to join our team in our brand new Scottsdale office. As a foundational member of our new office, you'll play a critical role in establishing our presence in this new market, helping to shape our local culture and success. This is a unique opportunity to build your career with a fast-growing company, serving as a trusted advisor to small business owners and helping them navigate the complexities of accounting and tax planning. What You'll Do * Manage a high-volume pipeline of qualified inbound leads and prospects. * Conduct thorough needs assessments with business owners via phone and video calls to understand their unique financial challenges. * Leverage your expertise to recommend and present our comprehensive accounting and tax solutions. * Educate clients on the value of professional financial services, using a consultative approach to address their concerns and build lasting trust. * Collaborate with your on-site team and leadership to achieve sales goals and contribute to the growth of our new office. Who You Are * A minimum of 2 years of proven success in a sales role, with a strong track record of meeting or exceeding sales targets. * Driven by a desire to be a part of a new, growing team and contribute to building a company culture from the ground up. * Excellent communication skills with the ability to build rapport and articulate complex information clearly and professionally. * A self-starter who thrives in a dynamic, goal-oriented environment. * Collaborative and receptive to coaching, with a continuous improvement mindset. The Details * Work Location: This is a full-time, in-office position at our new location in Scottsdale, Arizona. * Standard Operating Hours: 9:30am-6:30pm MST. * Employment Type: Full-time, non-exempt. Compensation & Benefits: * Compensation: * Start at $20/hour PLUS uncapped commission during training, then switch to a forgivable draw with higher uncapped commission potential after training * Commission: Uncapped commission structure with a clear and transparent plan, providing significant upside potential for top performers. * Expected On-Target Earnings (OTE): The average OTE for this role is between $80,000 and $120,000, with top performers exceeding this range. * Benefits: * Health & Wellness: Comprehensive medical, dental, and vision insurance options are available starting the 1st of the month after 60 days of employment. * Financial Wellness: 401(k) plan with a company match and a clear vesting schedule, available after 6 months of employment. * Time Off: Generous paid time off, paid sick leave, bereavement leave, and paid company holidays. * Additional Benefits: Company-paid basic life insurance, long-term disability, and a variety of optional benefits including pet insurance. Why Join Us? At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age. Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success. We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you. Diversity 1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful. #Sales1AZ

Job DescriptionSalary: $50,000-$61,000/year DOE Who We Are: University of Advancing Technology (UAT) is an elite, intimate, private college in Tempe, Arizona, focused on educating students in advancing technology who desire to innovate for our future in disciplines such as Advancing Computer Science, Information Security, Game, and New Media technologies. Are you a technophile who loves the values of the traditional academy, but want the modern technology campus? Living on campus, students are surrounded by a true living-learning technology environment that incubates their ideas into innovations that students can patent and take to market. Students must create an innovation project to graduate. We are an entrepreneurial, results-oriented company recognized for delivering high standards of innovation and service. As an organization designed to change the lives of some of the brightest young minds, we rely on the excellence of every member of our family to continuously exceed our own standards and our students expectations. Who You Are: If youre passionate about building a better future and youre committed to working hard to play your part in building that future, consider UAT as the next step in your career. University of Advancing Technology is looking for an energetic, driven professional that can guide students and families through the exciting process of beginning their studies with UAT. The Admissions Advisor will be responsible for a high-volume of interactions and follow up with students that have interest in achieving their academic goals. This advisor will speak with the student about how UAT can assist them in their educational goals and help guide through the application and enrollment process. Duties: • Facilitates all enrollment activities for studentspursuing enrollment into the University., • Assesses student need and presents information as to why and how University of Advancing Technology may benefit a students personal, academic, and professional goals., • Supports students through consultations, program knowledge, financial aid assistance, insight into residential life, and transfer credit evaluations., • Guide prospective students through the application process. Build relationships with prospective students and track their progress through the recruitment funnel., • Coach students and build rapport with secondary influencers., • Working with students and help guide through the matriculation process, responds to phone and email inquiries on admissions process and status of applications., • Understands and conveys the value of education., • Successfully meets and exceeds goals, but always thrives to break the record., • Youre fast, fun, smart, friendly, and a little bit of a nerd., • Youre motivated and quitting is not in your vocabulary., • You never back down from a little competition., • Youre innovative, resourceful, and a fearless problem solver., • Youre a master of communication and collaboration., • Youre on a mission to surpass customer and manager, • This is not a remote position; candidates must be willing and able to work in-person at the Tempe campus, • Available Schedules: 9am-6pm Monday - Friday or 9am-6pm Tuesday-Friday, 8am-5pm Saturday, • Bachelors degree REQUIRED Salary and Summary of Benefits: $50,000 - $61,000/year DOE • One Medical insurance option with UAT covering 60% of the premium cost, depending on coverage selected., • UAT has your BACK, by covering 100% of the monthly premium for Short-Term and Long-Term coverage., • Dental, Vision, 401k, Life Insurance, and AD&D Options, • Vacation, Personal Time, and over 15 Paid Holidays - we work hard, but give you that extra time to play hard as well!, • Competitive Employee and Dependent Scholarship Programs; we take pride in your educational background and look forward to supporting your families academic goals and endeavors., • Meal Benefit at University Caf. HANGRY? Never heard of here. Come get your meals at the caf, on us, YUM!, • University Store Discount amongst other Discount Programs., • Positive, open, and transparent Work Environment and culture that includes Kudos Program, Casual Fridays and Select Work Weeks, Employee Wellness Activities, Bring your Pet to Campus, along with Summer and Winter Happiness Events., • Flexible Work Schedule: Telecommuting options based on tenure., • Employee Training and Development: Essential Skills Modules are scheduled on the job, allowing for learning, working, and implementation. UAT does not discriminate on the basis of race, color, religion, national origin, sex, age, or disability. It is our intention that all qualified applicants be given equal opportunity and that the selection decision be based on job-related factors. UAT does not sponsor foreign visas. Thank you for your understanding.

Job DescriptionSalary: Reports To: Department Manager, Public Works Summary: Were looking for a sharp, solutions-driven, experienced, and dynamic Director of Transportation to lead operational excellence across our transportation practice in Arizona. This is a high-impact leadership role responsible for personally managing key projects, driving business development, deepening client relationships, ensuring financial performance, and promoting a culture of collaboration and accountability across teams. This is not a role for someone who waits to be told what to do. We're looking for someone who sees problems as puzzles, not roadblocks, and who thrives in fast-paced, dynamic environments where not everything is perfectly resourced, but understands the work still needs to get done. This role requires a hands-on leader who steps in to provide direct support, mobilize resources, and drive solutions when challenges arise. Core Responsibilities • Project & Operational Leadership, • Serve as the Project Director or Manager on a concentrated portfolio of larger, strategic transportation projects,ensuring efficiency, quality, and profitability from conception to completion., • Direct and manage public agency clients and project teams., • Monitor project performance metrics, drive accountability, and ensure timely delivery of work within scope and budget., • Collaborate with project managers to forecast staffing needs and allocate resources effectively., • Business Development & Growth, • Identify, pursue, and secure new business opportunities with public agency clients in partnership with Business Development., • Expand existing client accounts and maintain a strong market presence through active networking and industry involvement., • Client Retention & Relationship Management, • Build long-term relationships with key clients, ensuring satisfaction and repeat business., • Serve as a trusted advisor, understanding client needs and aligning our services to meet them effectively., • Be the touchpoint for clients, before, during, and after projects to ensure strong client satisfaction, repeat work, and lasting relationships., • Financial & Strategic Oversight, • Set and manage public works department budgets and performance targets., • Analyze financial reports and project data to identify trends, challenges, and opportunities for improvement., • Cross-Team Collaboration, • Work closely with leadership across teams to deliver integrated solutions., • Foster a culture of problem-solving, mentorship, and high performance under pressure., • Bachelors degree in civil engineering or a related field, • Professional Engineer (PE) license preferred, • DOT experience is strongly preferred, • Minimum 15 years of progressive civil engineering experience with at least 5 years in a leadership or director-level role, • Proven experience successfully managing large-scale transportation projects for public agencies., • Proven ability to win work, retain clients, and lead teams through complex projects, • Ability to win work through proposals as well as interviews with agencies, • Strong financial acumen and operational oversight experience, • Skilled communicator with a track record of leading diverse teams and delivering results in a fast-paced environment, • A natural ability to anticipate needs, connect dots, and get ahead of challenges, • The confidence to lean in without waiting for perfect direction or full resources, • A "figure it out" mindset, youre scrappy, resourceful, and always looking for a way forward, • Required to stand, walk, and sit., • The position may require a visit to project sites occasionally., • The position requires a normal range of hearing., • The employee must be able to lift 40 lbs. occasionally., • Requires prolonged sitting with 15% of the time spent bending and reaching., • Must have manual dexterity sufficient to operate a computer keyboard and calculator., • Health, life, 401(k), dental and vision insurance, • Short-term, long-term disability insurance and leave, • Paid holidays, • Paid Time Off, • Bereavement leave

Job Description Summary: The Director of Organizational Analytics and Optimization is responsible for leading standardized processes, data governance, and enterprise reporting across Gila River Development's (GRD) diverse portfolio of managed businesses and new development projects. This role ensures accurate, timely, and integrated reporting that supports executive leadership and Board decision-making, while driving operational efficiency and data-informed performance improvements. This position oversees performance integration, compliance, and reporting alignment with third-party managed operations. Responsibilities: Organization Reporting & Performance Management: • Design, prepare, and deliver enterprise-level performance reporting for monthly and quarterly executive and Board review., • Consolidate financial and operational data across GRD managed businesses and third-party partners,, • Ensure data accuracy, consistency, and timely submission across all reporting sources., • Translate complex data into clear, actionable insights that support strategic planning and investment decisions. Process Standardization & Operational Excellence: • Map, standardize, and continuously improve core operational processes across GRD including event settlement, venue scheduling, motorsports readiness, and retail inventory management., • Lead implementation to improve efficiency, reduce waste, and strengthen operational controls., • Develop, document, and maintain SOPs, control plans, and workflow standards within a centralized repository., • Coach internal teams on process improvement practices and data-driven decision-making. Analytics, Dashboards & Decision Support: • Design and deploy organization dashboards and reporting tools that provide leadership with real-time visibility into performance metrics., • Establish standardized KPIs and benchmarks to measure operational health and organization performance., • Provide financial modeling, ROI analysis, and scenario planning support for new development initiatives. Third-Party Oversight & Performance Integration: • Monitor performance of outsourced hospitality operations against contractual obligations and agreed-upon service standards., • Integrate third-party operational and financial data into GRD's enterprise reporting framework., • Partner with 3rd party leadership and internal stakeholders to align performance goals, reporting methodologies, and compliance expectations. Risk Management & Event Readiness: • Establish and maintain operational readiness frameworks, risk registers, and event preparedness checklists for major events and high-visibility operations., • Support proactive identification of operational, financial, and execution risks across the portfolio., • Collaborate with property leadership, event promoters, and external partners to ensure readiness and post-event performance evaluation. Cross-Functional Leadership & Collaboration: • Partner with property General Managers, event promoters, retail leaders, finance, and development teams to align enterprise performance goals., • Lead cross-functional initiatives that improve accountability, consistency, and operational transparency., • Serve as a strategic advisor to leadership on performance trends, risks, and improvement opportunities. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Description A dynamic and rapidly growing Registered Investment Advisor (RIA) firm is seeking a Compliance Analyst to help lead and strengthen its compliance program across multi-state operations. This is a strategic opportunity for a detail-oriented and proactive compliance professional to shape and enforce regulatory policies, ensure SEC and state regulatory adherence, and support a culture of integrity and risk management. The ideal candidate is a seasoned compliance professional who can not only interpret and apply regulations but also build out scalable processes that evolve with the firm’s growth. Key Responsibilities • Conduct regular internal compliance audits to ensure adherence to SEC and state regulations; document findings and recommend corrective actions., • Prepare, file, and maintain key regulatory reports such as Form ADV, U4/U5, and various state-specific filings., • Maintain, update, and enhance firm-wide compliance policies and procedures in alignment with current laws and industry best practices., • Monitor regulatory changes, analyze their impact, and recommend appropriate internal policy adjustments., • Lead and assist in compliance training efforts across the firm to promote awareness and adherence to regulatory standards., • Investigate compliance concerns and escalate critical issues to the Chief Compliance & Legal Officer or Responsible Executive., • Oversee Code of Ethics monitoring, including personal securities transaction reviews and employee attestations., • 5+ years of compliance experience within an RIA or comparable financial services firm., • Deep knowledge of SEC and state-level regulatory frameworks, with hands-on experience managing Form ADV and related filings., • Demonstrated ability to manage multiple projects, meet tight deadlines, and navigate ambiguous or evolving compliance environments., • Proven track record of initiating and implementing effective compliance processes and solutions., • Strong proficiency in Microsoft Excel and comfort working with compliance technology platforms., • Excellent verbal and written communication skills, with the ability to clearly convey compliance requirements to non-technical audiences., • Self-starter with a high level of integrity, judgment, and accountability., • Bachelor's degree preferred. EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.About Pinnacle\r\nThe Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.\r\n\r\nEOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $140,500 at plan earnings Responsibilities: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, • This is not just a sales job—it’s a career with purpose and opportunity, • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college, • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clientsQualifications:, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Requires a Bachelor’s degree in finance, business administration, or related field, • Competitive, • Enterprising, • Coachable, • Communicative, • Self-disciplined, • Authentic, • Winning Attitude About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job DescriptionThe Role: We're looking for a dynamic Account Executive to take ownership of client relationships and drive sales growth across commercial interior projects. This individual will serve as the key point of contact between clients, design firms, and vendors, ensuring a seamless and consultative sales experience. You'll collaborate closely with internal teams and external stakeholders to deliver high-impact workplace solutions that combine functionality, design, and budget sensitivity. Success in this role means becoming a trusted advisor to clients, navigating complex project needs with ease, and consistently meeting financial and project execution targets. Responsibilities: * Lead client engagements from initial meeting through to project completion, aligning on needs, scope, and expectations. * Provide product and pricing recommendations, including value engineering and alternate sourcing options. * Prepare and present client bids, RFP responses, and pricing proposals. * Maintain deep knowledge of ancillary furniture offerings, design trends, and product alternatives across a wide price spectrum. * Partner with internal teams and vendors to ensure on-time, high-quality project execution. * Build and nurture strategic relationships with designers, vendor reps, manufacturers, and local fabricators. * Manage project-related communication and documentation using internal systems. * When necessary, step in to manage project execution end-to-end, including order tracking and installation coordination. Requirements: * 3+ years of B2B sales experience, preferably in a project-based or design-forward industry. * Proven track record of managing client accounts and delivering results. * Exceptional communication and presentation skills, with the ability to influence at all levels. * Strong project management and organizational abilities; detail-oriented with excellent follow-through. * Proficiency in Microsoft Office, particularly Excel. * Bachelor’s degree or equivalent experience. Nice to Have: * Experience in commercial furniture, interiors, or design. * Familiarity with ancillary and contract furniture products. * Existing network of vendor and designer relationships in the Phoenix metro area. Salary: $55,000–$70,000 base + commission Location: In-office role based in the Greater Phoenix area (Scottsdale, Chandler, Mesa). Local travel may be required. Benefits * Comprehensive health, dental, and wellness plans. * Paid holidays, vacation, and leave. * Relocation package if needed. * Career growth and leadership development opportunities. * Collaborative, team-first culture with a strong reputation in the market.

A company is looking for a Divisional Controller. Key Responsibilities Serve as a financial advisor, providing strategic insights to drive growth and profitability Oversee divisional accounting, ensuring timely and accurate financial reporting and compliance Lead performance management initiativ

Job Description Steven M. Vogt, CPA, EA of Chandler, AZ is actively searching for a full-time Lead Tax Preparer with a positive attitude and a lot of experience. This position pays $80-$100/hour, depending on experience. The higher wage is for an experienced CPA or EA who can prepare any type of tax return (Form 1040, 1041, 1065, 1120-S) from start-to-finish without errors and prepare financial statements for our bookkeeping clients and business tax returns. We also offer medical, dental, vision, a 401(k) plan with matching contributions, paid sick time, one week paid vacation after the first year, continuing professional education, amazing growth opportunities, and the opportunity to work with a great team. We help our staff balance their professional career with their family life by giving them up to 7 weeks of unpaid vacation per year and every Friday off after tax season (May-December). If this sounds like the right opportunity for you, apply today! ABOUT STEVEN M. VOGT, CPA, EA With offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and accounting CPA firm focusing on small businesses and personal taxation that serves clients both in-person and long-distance. We provide the same level of service and security to our clients online that they receive sitting in our office, but with the personalization that software packages can't. Our business is based on trust. Many of our clients look at us as more than just their tax or financial advisor. In fact, many call us their friends. We encourage an office environment that feels like a home away from home. We are more interested in quality than quantity of work and have a great collaborative team spirit. We offer very competitive pay, excellent benefits, and opportunities for advancement. We also provide ongoing training to help our staff succeed in their positions and to continue growing professionally. A DAY IN THE LIFE OF A TAX PREPARATION ASSOCIATE / TEAM LEAD Our Tax Preparation Associate / Team Lead is the face of our company and works hard to forge genuine and positive relationships with our clients that have them coming back every year! You meet with clients and prepare tax returns for individuals, partnerships, and S-corporations. You are open and honest when offering tax advice and help ensure that clients do not overpay, and their tax returns are accurate. You are a hands-on leader who instills a sense of ownership and integrity as you teach and mentor other tax preparers. You are dedicated to providing exceptional customer service while helping support our growing firm toward success! QUALIFICATIONS • CPA and/or EA license, • At least 5 years of experience preparing Individual, S-Corp, and Partnership tax returns, • Can prepare tax returns from start-to-finish, error-free WORK SCHEDULE This full-time tax preparation position typically works 40-50 hours/week, Feb 1 - Apr 15 and 30-40 hours/week, May 1 - Jan 31. ARE YOU READY TO JOIN OUR TEAM? If this tax preparation job with our accounting firm sounds like the right opportunity for you, apply today. We look forward to meeting you! Location: 85286 Company DescriptionWith offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and CPA firm focusing on small business and personal IRS taxation that serves clients both in-person and long distance. We provide the same level of service and security to our clients online that they would receive sitting in our office but with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as our clients' life events, such as the birth of a child, a new business, new home, or inheritance.With offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and CPA firm focusing on small business and personal IRS taxation that serves clients both in-person and long distance. We provide the same level of service and security to our clients online that they would receive sitting in our office but with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as our clients' life events, such as the birth of a child, a new business, new home, or inheritance.

Financial Solutions Advisor - East Valley Phoenix Area. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending bro

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and cont

Job Overview: The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in wealth management including; client relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets

Sales Performance: Conduct coaching sessions and trainings not only to help advisors expand their knowledge and meet their sales goals. Excellent communication skills and a track record of success in sales, sales leadership and overall leadership skills. As a leader in the financial advisor-mediated

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Once you have reached your key milestones, you will begin worki

This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. FSAs demonstrate knowledge of investments and financial

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the rig Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services.

This is a fa Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services. As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients.

Job Description About the Role: We are seeking a Contract Recruiter to join our team in Tempe, AZ. This role will be dedicated to supporting the hiring needs within the financial advisor and wealth management space. The successful candidate will work 100% onsite, collaborating closely with hiring managers and clients to ensure a smooth recruitment process. Key Responsibilities: • Review applications and conduct candidate prescreens, • Communicate effectively and professionally with candidates and hiring managers, • Manage full lifecycle recruiting, including posting jobs, interviewing, and coordinating offers, • Partner with hiring managers to understand staffing requirements, • Collaborate with clients to ensure seamless recruitment processes, • Maintain accurate records and oversee requisitions through ATS, • Must be located in Tempe, AZ and able to work onsite five days per week, • Proven experience supporting recruitment for various positions., • Demonstrated full lifecycle recruiting expertise, including candidate sourcing, interviews, and offer management, • Excellent communication skills, both verbal and written, • Strong organizational skills with the ability to manage multiple requisitions in an applicant tracking system (ATS), • Ability to collaborate effectively with hiring managers, clients, and team members, • Agile, adaptable, and proactive problem solver in a dynamic environment, • Availability to work Monday through Friday, 8:00am–5:00pm or 7:00am–4:00p

Position Type: Regular START DATE: February 9, 2026 At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. Required Qualifications • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment., • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials., • Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously., • Ability to work in the office up to 75% - 100% of the time, as required. Preferred Qualifications * • Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs., • Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals., • Ability to establish rapport with clients over the phone to create long term relationships with Schwab., • Desire to be part of a supportive and collaborative team., • High attention to detail to adhere to extensive bank policies, procedures, and guidelines., • Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. #campus At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term re