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Position Type: Regular 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 Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment 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 locations. 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 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 Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • CFP or CFA, • Superior relationship management and client retention experience 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 locations. 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

At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve. If you are ready to make a difference as part of the world’s greatest sports team, apply to join our team today! OVERVIEW: Job Duties & Responsibilities * Builds student base by creating safe environments for all Golfers, provide high quality instruction, and build long lasting relationships with each student. Talk with clients to identify strengths and weaknesses of swing / game, get to root of students’ lesson goals, and act as Trusted Advisor for each respective student. The Golf Professional will seek out information and opportunities to develop self to become a better teacher. Ensure teaching concepts are directed toward students understanding and adjust teaching style to best facilitate students learning. The Golf Professional is continuously looking for new and creative ways to build a robust student base, striving to meet and exceed the financial and metric goals for the role. * The Golf Pro is directly involved in community outreach by partnering with local organizations to teach, support, and spread awareness of the DICK'S House of Sport experience. Our Professionals are leading initiatives within their local community to promote our services – Fitting, Lessons, Club Tech, specialized service through the variety of departments and how we would like to create lasting relationships with each Golfer, no matter where their Golf journey may take them. * Golf Professional works collaboratively with Certified Fitters and teammates to enhance the Trusted Advisor experience with each student. That may come in the form of interacting with Fitters / Golfers during Fittings, offering suggestions or advice on lesson plans to improve swing / game, sharing knowledge, experience and expertise with fellow teammates and Golfers. #DSGT2 QUALIFICATIONS: * High School Diploma or Equivalent * 1-3 years experience * Active PGA of America Class A or LPGA member in good standing * 3+ years knowledge of club-fitting through experience and/or OEM training * PGA of America Class A or LPGA Member in good standing, Apprentice Level 1,2,3 or interested in becoming a PGA/LPGA Member through our PGA/LPGA Associate Program * Trackman Level 1 & 2 * Ability to multi-task & work in a fast-paced environment * Passion for golf equipment & related technology * Desire for continued learning (self) and teaching others * Stays current with industry trends VIRTUAL REQUIREMENTS: At DICK’S, we thrive on innovation and authenticity. That said, to protect the integrity and security of our hiring process, we ask that candidates do not use AI tools (like ChatGPT or others) during interviews or assessments. To ensure a smooth and secure experience, please note the following: * Cameras must be on during all virtual interviews. * AI tools are not permitted to be used by the candidate during any part of the interview process. * Offers are contingent upon a satisfactory background check which may include ID verification. If you have any questions or need accommodations, we’re here to help. Thanks for helping us keep the process fair and secure for everyone!

The Sales Engineer II (Cox Business) consults with and supports the sales team, providing pre-sales support for managed services solutions in a cloud-hosting environment. Cox Business provides Connectivity, Managed Services, Cloud Services, and Connected Community solutions to prospective and existing customers. As a Sales Engineer II, you will be responsible for providing advanced product knowledge during the consultative solution-selling process by identifying and understanding the customers' needs and proposing appropriate solutions. Additional responsibilities include leading technical aspects of solution implementations with other sales team members, communicating with Network Operations/Commercial Engineering on said implementations, and advising Product Management teams on new product opportunities. The Sales Engineer II will partner with the sales makers to develop and maintain consultative, long-term relationships with our customers. These relationships will be at multiple levels within each organization to address current and future business needs with Cox Business technology solutions. Meeting with customers to review their accounts, maintain in-depth knowledge of their business, and advise them on all aspects of evolving technologies that could address their business problems will also be key responsibilities of this position. The Sales Engineer II will coach and guide the Sales Engineer I for upskilling and advanced product knowledge. Primary Responsibilities and Essential Functions • Meets with prospective and existing customers and other sales team members to collect and analyze the information required to assess customers' technology needs in detail., • Partners with the Sales team and interfaces with customers and vendors to develop Cox Business proposals, gathering associated technical specifications as needed to ensure their integrity., • Assess how Cox Business technical solutions can integrate to meet the customer's technology needs. Partners with Network Operations and Engineering to ensure that the designed technology solution will meet customer needs and to ensure network availability/serviceability before orders are finalized., • Technical advisor role in product development teams to ensure the sales team's understanding of new products and to provide advanced technical feedback to the product development team, as appropriate., • Develops and delivers technical presentations to internal/external groups as needed., • Partner with the sales organization as the technical subject matter expert. Partnering will include attending sales calls, delivering technical portions of the sales presentation, explaining why Cox Business' proposed solution is the right one, and negotiating technical aspects of the proposal, as needed., • Attend vendor meetings and perform site surveys as required., • Coordinates internal technical resources to develop sales proposals and presentations on complex, high-end solutions., • Provide advanced technical guidance to customers, other members of the Sales team, and Project Managers to coordinate Cox Business solution implementations and migrations to ensure a smooth and consistent customer installation experience., • Document the customer's voice and data network, as required., • Attends industry-related training to increase knowledge of Cox Business and competitor technology solutions, consultation, negotiation, and sales skills, attending strategic and/or development meetings with sales teams., • Partners with Sales and Sales Support team members to develop Cox Business proposals and associated technical specifications and respond to RFPs (requests for proposals) as needed to ensure their technical integrity. QUALIFICATIONS Minimum • Bachelor's degree and 4 years of experience in a related field (telephony, data and video); The right candidate could also have a different combination, such as a master's degree and up to 2 years of experience; Or a Ph. D or Doctorate Degree + 1 year of experience; Or 8 years of equivalent experience in lieu of a degree., • Microsoft Office Proficiency- Excel, Visio, Word, PowerPoint, • Proficient in building relationships, adaptability, written communication, in-person and virtual presentation skills, continuous personal development, customer satisfaction, and consultative selling., • Working Knowledge of UCaaS and its application in business environments, • AWS Foundational, Azure Fundamentals , Google Foundational Certification or Equivalent, • Have or had Cisco CCNA or CCNP, CompTIA Network +, or Equivalent, • Intermediate Knowledge of XaaS, • Business, Technical, Financial and Sales acumen, • Valid driver's license, safe driving record, reliable transportation Preferred • Salesforce CRM experience is highly desired, • Cisco Meraki Solutions Specialist certification strongly preferred, • Experience designing, selling, or supporting RingCentral or other UCaaS platforms (e.g., voice, meetings, contact center), • AWS Associate, Azure Advanced, Google Associate Certification or Equivalent USD 94,200.00 - 141,400.00 per year Compensation: Compensation includes a base salary of $94,200.00 - $141,400.00. The salary rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's experience. In addition to the salary range identified herein, this role is also eligible for an annual incentive/commission target of $31,800.00. Benefits: The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. No OPT, CPT, STEM/OPT or visa sponsorship now or in future.

HVAC Service Sr Controls Tech II Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support many industries worldwide. You will have the opportunity to develop yourself through meaningful service work and learning opportunities. We strive to provide our employees with experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away! What we offer * Competitive salary * Paid vacation/holidays/sick time- 10 days of vacation first year * Comprehensive benefits package including 401K, medical, dental, and vision care – Available day one * Encouraging and collaborative team environment * Dedication to safety through our Zero Harm policy * Check us out!: ___ What you will do Under minimal supervision, conducts preventive maintenance, repair, installation, and commissioning and general servicing of systems (including detailed troubleshooting of systems). Responsible for high levels of customer satisfaction through direct, on site, customer interface. With a high level of complete technical competence, mentors control technicians, service technicians and mechanical technicians on building automation activities. Properly completes required project and service documentation. Provide our customers with the highest level of service to solve building inefficiencies and resolve service-related items. As a trusted advisor to our customers, you will provide solutions and outcomes at the time of service How you will do it * Diagnoses and repairs complex control systems malfunctions requiring extensive knowledge of a variety of electronic or digital controls systems and ability to test and write modifications in multiple languages of systems software. * Consults with the customer through data gathered and site assessments. Provides field proposals for retrofits, upgrades and or enhancements to existing equipment. Assists sales by providing technical recommendations for sales leads. * Manages assigned work to meet professional and efficient execution of time and customer satisfaction. Reports problems or changes to management immediately. Interfaces with branch manager, service manager, service project manager or subcontractors on projects to coordinate activities as required ethically and professionally. * Provides sketches of field changes and discrepancies for engineering corrections and drawings. May assist with job layouts and bid proposals. * Install and modify software and graphics. * Communicates with customers upon arrival and before leaving the work site. Ensures high levels of customer satisfaction. Meets regularly with customers to become familiar with operating problems. Keeps customer informed on the service provided, outstanding issues and recommends system enhancements, upgrades, and replacement. Promotes the sale of add-on work. * Adheres to all Johnson Controls and customer safety standards. Provides safety leadership and instruction to all control's technicians in the branch. Provides safety awareness while working onsite with Johnson Controls subcontractors. * Trains the customer in control systems operations. Delivers manuals and documentation to the customer for training needs as required. * Provides mentorship for certification of Controls Technicians and Service Technicians on complex building automation systems. Coaches, supports and trains the technical workforce on non-complex, non-critical equipment. * Compiles job documentation, such as certificate of completion, customer training form, training certificates and punch lists. * Conducts extensive self-study (reading, research and practice) to improve and maintain technical proficiency in company's product lines. Completes certifications as required by the company. * Other duties related to the installing, commissioning and servicing of building controls and facilities management systems and energy management systems, as assigned. * Assists in the design and configuration of building control systems as defined by the contract documents. Creates flow diagrams, sequence of operations, and bill of material, network layouts and electrical schematics as required. * Assists in developing and testing software programs necessary to operate the system per the project requirements' intent. * Compiles and/or completes project as built and close-out documentation. * Assists in the coordination and creation of necessary drawings and equipment schedules for submittals and installation. * Selects, orders, and tracks the delivery of materials for assigned. * Assists in the loading and commissioning of all system and network-level controllers as required. Assists in validation of complete system functionality and troubleshoots problems with subcontractors and other trades to ensure proper operation. * May provide field change information to the project team for the creation of as-built drawings and software. * Keeps management and JCI contractor or customer informed of job progress and issues. * Assists in performing site-specific training for owner / operator on the total building control system. * Participates in release meeting with project field team. * Provide recommendations and solutions to ensure facility is running efficiently to include upselling opportunities. * Provide quotes to support recommendations and solutions. What we look for Required * Be a dedicated member of a North America Branch team willing to learn and be responsible for system trouble shooting, repair and aftermarket services for this fast-growing business. * Minimum of Six (6) years Commercial Controls troubleshooting experience in the HVAC industry. This includes buildings, chiller plants and systems. * Vocational School program graduate or associate's degree in a technical field, or two years’ experience in servicing electronic and or mechanical systems. * Demonstrated ability to install and/or service electronic control systems and HVAC equipment. * Effective communication skills to represent Johnson Controls on customer sites. * Possesses the ability to explain technical information to technical and non-technical people. * Demonstrate effective writing skills as well as understanding of programs and software applications. * Knowledge of control theory, automatic temperature controls, building automation systems and other building subsystems. HIRING HOURLY RANGE: $29.13-$41.20 (Hourly range to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This position includes a competitive benefits package. The posted salary range reflects the target compensation for this role. However, we recognize that exceptional candidates may bring unique skills and experiences that exceed the typical profile. If you believe your background warrants consideration beyond the stated range, we encourage you to apply. To support an efficient and fair hiring process, we may use technology assisted tools, including artificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions are ultimately made by human reviewers. For details, please visit the About Us tab on the Johnson Controls Careers site at

Be part of an amazing story \n Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. \n Job Overview \n As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. \n You’ll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You’ll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. \n By combining genuine hospitality, strong product knowledge, and a passion for beauty, you’ll help every customer leave feeling confident, cared for, and excited to return. \n How our Beauty Colleagues spend their day… \n\n • Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they’re fully informed and ready to engage, educate, and sell with confidence.\n, • On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back.\n, • Throughout the day, they maintain a shoppable space by maintaining the counter and sales floor, refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. .They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer’s name. \n, • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities.\n, • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality\n, • Must be able to:\n \n, • Understand and communicate effectively with customers, co-workers, and supervisors\n, • Read and understand employment policies and safety rules/procedures in English\n \n, • Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products.\n, • Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.\n, • Meeting and surpassing daily sales goals by delivering exceptional service\n, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits\n, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience\n, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands.\n, • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level\n, • Requires close vision, color vision, depth perception, and focus adjustment\n, • Merchandise discounts\n, • Performance-based incentives\n, • Annual merit review\n \n \n This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. \n \n \n BEAUTY00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macysJOBS.com.

Job Description Client Relationship Specialist Location: Mesa, AZ Pay: $70,000–$80,000 per year Schedule: Full-Time | Onsite/Hybrid Benefits: Bonus opportunities + pay growth after the first year About the Opportunity A growing financial advisory firm in Mesa is seeking a Client Relationship Specialist (CRS) to join their team. This role supports financial advisors and clients by delivering top-tier service, managing client requests, and maintaining strong professional relationships. This is an excellent fit for someone who’s organized, detail-oriented, and enjoys helping clients achieve their financial goals. The team offers strong growth potential, a collaborative environment, and competitive earning opportunities. What You’ll Do • Partner with financial advisors to deliver outstanding client service, • Handle daily client requests (deposits, withdrawals, account access, paperwork, etc.), • Prepare and process new account forms and service documents accurately, • Manage client data in CRM and portfolio systems (Salesforce/XLR8, Envestnet/Tamarac, Schwab Advisor Center), • Research and resolve client inquiries quickly and professionally, • Support client onboarding, portal setup, and account updates, • Assist with special projects and operations support as needed What We’re Looking For • FINRA Series 7 and 66 (or Series 65) required, • 2–4 years of experience in financial services or a client-facing operations role, • Strong understanding of financial industry processes and terminology, • Proficiency in Microsoft Office and CRM systems, • Excellent communication, organization, and attention to detail, • Client-focused mindset with professionalism and empathy Why You’ll Love It Here • $70K–$80K base salary with bonus opportunities and pay growth after the first year, • Hybrid flexibility in a professional, team-oriented office, • Opportunity for advancement and professional development, • Work that makes a real impact on clients’ financial success Apply today to join a respected financial team that values excellence, integrity, and growth. Company DescriptionAbout Pinnacle The 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. 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.

If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the Participant Services Financial Solutions Advisor is the ideal role for you. Merrill Participant Services Financial

Deloitte is committed to providing reasonable accommodations for people with disabilities. Are you ready to apply your financial and analytical skills in a dynamic environment? Are you looking for an exciting opportunity to grow as a strategic business advisor to firm leadership in pursuit of new bu

As an Annuity Advisor, you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.

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

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

Financial Advisor Edward Jones Connection.

We're Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Mesa campus. To Do What: You will assist the Director of Student Finance in administering financial aid programs. Interview prospective students to determine financial aid eli

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking,

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. Must be flexible to work a standard shift M-F between t

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. LPL will only communicate with a job applicant directly from an @lplfin

The Financial Aid Advisor will be responsible for reaching out to our brilliant students and assisting them through the FAFSA process, discussing other financing options, completing document verification, packaging students, and ensuring students have a financial plan in place for payment of institu

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

As an Annuity Advisor, you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.

Financial Solutions Advisor - East Valley Phoenix Area. Lateral-US/job/Phoenix/Financial-Solutions-Advisor---East-Valley-Phoenix-Area_26000220). Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual

Experience as an Edward Jones Financial Advisor highly preferred. With over 9 million clients and 20,000 financial advisors across the U. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office.

Acting as a fiduciary partner, TLS Financial Advisors work remotely alongside branch teams to provide goal-based financial advice, ensuring clients receive personalized strategies that align with their long-term objectives. TLS Financial Advisors are licensed financial professionals with deep indust

Life Insurance and Disability Income Insurance. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brok

Job Description Company Overview: At Executive Financial Partners, we are looking for a top performer to join our sales team. As we continue to grow, we need someone who naturally leads by example and thrives in a fast-paced, results-driven environment. We're seeking individuals who are passionate about our missionto help better the lives of our agents as well as our clients. Position Description: In this role, you'll lead direct sales efforts in your territory, working closely with businesses across different industries. With our advanced training, you'll quickly build strong relationships with business owners and decision-makers, driving success in promoting our supplemental insurance products and services. As a sales team leader, you'll guide your team, strengthen client relationships, and ensure your territory achieves its goals. As a Sales Team Lead, you'll balance closing personal sales while mentoring both new and experienced team members, helping them achieve their goals and set new standards of success. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

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 Vice President of Accounting (CAO) Location: Phoenix, East Valley – Hybrid (Fridays work from anywhere) Reports To: Chief Financial Officer About the Opportunity Join a dynamic, publicly traded multi-location organization as Vice President of Accounting. This company, a leader in their industry, generates approximately $1 billion in annual revenue across multiple locations, serving customers in the specialty consumer products. We're seeking a strategic accounting leader to drive enterprise-wide transformation while ensuring the integrity and modernization of the accounting infrastructure. This is an exceptional opportunity to partner directly with the CFO as a key member of the finance leadership team, owning day-to-day accounting execution and governance across the enterprise. Lead Accounting Operations You'll oversee all corporate and financial reporting functions, initially leading the Corporate Accounting and Consolidations group with future expansion into operational accounting and Tax. You'll establish standardized accounting policies across all locations while supporting the centralization of accounting functions into the corporate office. Drive Transformation & Innovation Spearhead enterprise-wide initiatives focused on centralization, standardization, and automation. You'll modernize accounting systems, ERP platforms, and close automation tools while redesigning monthly close processes to enhance speed, accuracy, and visibility. Ensure Compliance & Control Own internal control over financial reporting (ICFR) and SOX compliance, ensuring adherence to U.S. GAAP and public company standards. You'll serve as the primary accounting advisor to executive leadership and the Audit Committee, partnering with the CFO on complex accounting judgments and disclosures. Build High-Performing Teams Develop and mentor a talented accounting organization capable of thriving in a public company environment. You'll establish clear roles and performance metrics while cultivating future accounting leaders through strong succession planning. Support Strategic Initiatives Provide oversight for SEC reporting, support earnings cycles and investor reporting, and own quarterly reviews and annual audits. Partner with IT, FP&A, Shared Services, and Accounting Operations to enable scalable financial systems that support growth and acquisitions. Requirements Required Qualifications • Active CPA license, • Bachelor's degree in Accounting or Finance (Master's degree preferred), • 15+ years of progressive accounting leadership experience, • Significant public company experience, • Deep expertise in U.S. GAAP, internal controls, and SOX compliance, • Proven track record leading accounting transformation and automation initiatives, • Big 4 or national public accounting firm background, • Experience with dealership management systems (DMS) and ERP implementations What Sets This Role Apart The CFO is looking for someone who can quickly get up to speed and own the accounting function from the ground up. While the CFO serves as the Principal Accounting Officer (PAO), this role owns the day-to-day execution. You'll have the autonomy to drive meaningful change and the support to make a lasting impact on our organization's financial operations.

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.

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. Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner. Job Description We are seeking a seasoned Senior Product Manager with deep experience in HR Technology and Sales Compensation solutions to lead strategy, build product vision, and drive execution for our human capital and compensation systems. This leader will own the roadmap and delivery of solutions that empower HR, Sales Operations, Finance, and People Analytics teams - helping them manage compensation processes with scalability, transparency, and data-driven insights. A strong background with tools such as ADP, Smart Recruiters, Xactly, or similar enterprise HR and Sales Comp platforms is required. Prior experience implementing or configuring Xactly is preferred. What You’ll Do • Lead the product strategy, roadmap, and execution for HR and Sales Compensation systems that support enterprise workflows across HR, Finance, and Sales., • Partner with cross-functional stakeholders to define requirements, prioritize feature development, and translate complex business needs into scalable product solutions., • Drive the end-to-end product lifecycle - from discovery and validation to delivery, adoption, and performance optimization., • Leverage customer insights, usage data, and industry best practices to guide product decisions and ensure high-value outcomes., • Act as the product expert and trusted advisor for compensation frameworks, incentive plan configurations, and compensation system architecture., • Collaborate with engineering, design, operations, and business leaders to deliver high-quality software solutions on time and with strong business impact., • Maintain deep domain knowledge of HR systems, compensation calculation engines, data integration patterns, and compliance requirements., • Evangelize product vision internally and externally, ensuring alignment and adoption across teams., • Drive metrics and success indicators such as adoption rates, compensation cycle efficiency, data accuracy, and stakeholder satisfaction.Qualifications What You Bring • 5+ years of product management experience, ideally in HR Technology, Sales Compensation, or related enterprise SaaS products., • Proven track record defining and launching successful HR or Sales Compensation products or features., • Strong understanding of compensation processes, sales incentive structures, bonus plans, commission engines, and performance management systems., • Experience with Xactly Incent, or similar tools is strongly preferred., • Familiarity with HRIS systems (e.g., Workday, Oracle HCM, SAP SuccessFactors, ADP) and integration with compensation systems., • Exceptional analytical and problem-solving skills, with a focus on driving business value., • Excellent communication and stakeholder management skills., • Ability to partner closely with technical and non-technical teams to drive consensus and execution., • Experience with agile/lean product delivery methodologies. Additional Information Achieve well-being with: • Hybrid and remote work opportunities, • 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, Talkspace, and fitness discounts, • 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 Work from home/hybrid: We are proudly offering hybrid options in the Phoenix, AZ metro market. Salary Range: $130,000 to $150,000 salary + bonus + benefits. This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors. Join Achieve, change the future. 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.

Job Description Who doesn’t love doughnuts? TDP Bakery exists to bring fresh indulgent bakery products to places where people could normally never enjoy them. Fresh, never frozen, bakery is just better. Through our BakeFace™ brand private-label partnerships, we supply a broad portfolio of Honestly Fresh™ baked goods to retailers nationwide. Role Summary We are looking for an energetic and motivated individual to join our growing organization in a newly created position as our Controller. The Controller will report to the CFO and will play an integral role within the management team. This is an exceptional opportunity for assistant controllers and senior accountants ready to take their career to the next level and thrive under the close mentorship of our CFO. This role is ideal for someone who can operate tactically and strategically while leading our accounting team. Candidates must possess strong organizational, analytical, and communication skills. Additionally, they must demonstrate advanced proficiency with Microsoft Office Excel and ERP systems. Key Responsibilities • Oversee all General Ledger, Accounts Payable, and Financial Reporting activity for a multi-entity corporation., • Manage all aspects of month-end and year-end financial close processes and procedures., • Prepare monthly consolidated financial statements and financial KPI’s., • Report on weekly/monthly company cash flow., • Analyze costs and generate ad-hoc reports when needed to provide support and service to our internal and external customers., • Identify, evaluate, and implement key accounting policies and procedures, as well as technology solutions, to maximize efficiency and productivity., • Collaborate with business partners on large-scale projects to improve the flow of business, such as inventory control and expense management., • Coordinate annual budgeting process via cross-departmental collaboration., • Lead annual external audit process for the business., • Provide leadership and direction to the accounting team to ensure that the financial, accounting, and reporting needs are met to support the management team in achieving the company’s goals and objectives., • Mentor and develop staff to build technical and analytical capabilities., • Serve as a financial advisor to management, supporting sound decision-making with data-driven insights., • Partner with the CFO and other leaders on short and long-term capital planning, including identifying and evaluating financial return on investment of all new capital expenditure proposals., • Assist in the design, development, and implementation of strong financial control processes to ensure accuracy and integrity of financial records, minimization of business risk, and proper stewardship of all company assets. Required Qualifications • Team-oriented with strong interpersonal skills and ability to collaborate cross-departmentally., • Solid organizational skills, including multitasking and effective time management., • Highly organized, detail-oriented, and able to manage multiple priorities under pressure., • Must be willing to promote a culture of continuous improvement of processes, procedures, and tools. Education and Experience • Bachelor’s degree in accounting or finance required., • 7+ years of progressive accounting experience in a fast-paced, deadline-driven, dynamic work environment., • Previous experience with GAAP and prior working experience in manufacturing or distribution industries., • Full-cycle accounting, inventory management, and multi-entity consolidation experience., • Strong ERP experience, with preference given to candidates with new ERP implementation experience., • Advanced experience with all standard Microsoft Office products; Tableau experience is a plus., • 3+ years of leadership experience, including training, managing, and coaching small onsite teams. TDP Bakery is an Equal Opportunity Employer and encourages applications from qualified individuals regardless of race, religion, national origin, sexual orientation, gender, disability, or any other category protected by law.

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. Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner. Job Description As a Mortgage Advisor II, 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 II role make north of 250K! Work from home/hybrid: We are proudly offering hybrid 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, • 3+ years of mortgage lending experience, • 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, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund 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 A well-established and highly reputable Registered Investment Advisor (RIA) in Mesa is seeking a Lead Advisor to join their growing team. This role is ideal for a financial professional who enjoys building long-term client relationships, developing financial plans, and guiding clients through important financial decisions. The firm provides a collaborative environment where advisors can focus on delivering exceptional client service while continuing to grow professionally. Responsibilities • Develop and maintain strong client relationships, • Create and present comprehensive financial plans, • Advise clients on investment strategies, retirement planning, and insurance solutions, • Manage client portfolios and provide ongoing financial guidance, • Support clients with IRA, 401(k), and retirement account planning, • Communicate complex financial concepts in a clear and approachable way, • Partner with internal advisory and operations teams to deliver a high-quality client experience, • Ensure compliance with regulatory and firm standards Qualifications • Experience in financial advising, wealth management, or financial planning, • Strong relationship-building and client communication skills, • Experience creating and presenting financial plans, • Knowledge of portfolio management, retirement planning, and investment strategies, • Experience working in a RIA, wealth management firm, or broker-dealer environment Preferred Qualifications • CFP® designation preferred or actively pursuing certification, • Experience working with high-net-worth or mass affluent clients, • Familiarity with financial planning platforms and advisory technology What Makes This Opportunity Unique • Join a growing and respected RIA firm, • Collaborative team environment, • Opportunity to take ownership of client relationships, • Long-term career growth within the advisory practice Company DescriptionAbout Pinnacle The 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. 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 Bilingual Sales Program Advisor DEPARTMENT: Care Center Sales REPORTS TO: Care Center Sales Manager FLSA: Non-Exempt (Hourly + Commission) Hours of Operation: Monday-Friday, 7am-8pm; Saturday & Sunday 8am-5pm Why You Should Join Us! • Hourly-rate pay along with uncapped, performance-based commissions and incentives, allowing you to maximize your earning through your own hard work and achievements, • A comprehensive health plan that includes medical, dental, and vision coverage to ensure you and your family have access to the care you need, • A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals, • Other fringe benefits including Birthday & Anniversary bonus, company-wide discounts, legal services, short & long-term disability, etc., • Positive work environments that offer work/life balance and professional growth, • Mission-driven work making a global impact with local roots, • The opportunity to have hands on work experience with industry leading, innovative technology Position Summary The Sales Program Advisor plays a pivotal role in driving revenue growth and expanding our (English and Spanish speaking) customer base nationwide. This position is responsible for managing inbound and outbound Care Center calls, selling Interlock products, and delivering exceptional service to both internal and external clients. By understanding customer needs and providing tailored solutions, the Advisor helps ensure satisfaction and contributes directly to the success and profitability of the organization. The Advisor is also entrusted with upholding our incredible reputation in the alcohol-monitoring industry through professional, empathetic, and solution-oriented interactions. Essential Duties and Responsibilities • Engage inbound and outbound callers using a consultative sales approach to promote and sell Interlock products, programs, and services., • Provide accurate product and service information, address inquiries, and resolve client concerns with professionalism and efficiency., • Identify and pursue new sales opportunities through networking, referrals, and cold calling., • Build and maintain strong relationships with clients to encourage repeat business and customer loyalty., • Conduct follow-up calls and manage correspondence to resolve issues and ensure client satisfaction., • Collaborate with internal teams and external partners to ensure seamless service delivery and uphold our reputation in the alcohol-monitoring industry., • Escalate and route issues appropriately while maintaining detailed records in CRM and other systems., • Gather and manage data across multiple technology platforms and handle documentation using standard office equipment., • Prepare and deliver compelling sales presentations tailored to client needs., • Stay informed on industry trends and competitor offerings through market research., • Adhere to company policies, procedures, and confidentiality standards., • Provide general Care Center support and perform other duties as assigned. Qualifications • Bilingual proficiency in English and Spanish required., • High school diploma or equivalent required., • Bachelor’s degree in a related field or equivalent professional experience is preferred., • Minimum of 6 months of relevant experience in sales, customer service, or call center environments., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Familiarity with CRM software and sales tracking tools., • Strong verbal and written communication skills with a professional demeanor., • Excellent attention to detail and ability to multitask with a sense of urgency., • Adaptable and resourceful in fast-paced, dynamic environments., • Courteous, confident, and collaborative interpersonal skills., • Self-awareness and the ability to read and respond to audience needs., • Understanding of industry trends and competitor offerings is preferred. Physical Demands & Work Environment The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, employees are regularly required to communicate clearly—both verbally and in writing—and frequently use hands and fingers to operate phones, computers, and other office equipment. Occasional physical activities may include standing, walking, reaching, balancing, stooping, kneeling, or crouching. This role may also require lifting or moving items up to 25 pounds. Specific vision abilities include close and distance vision, color perception, peripheral vision, and the ability to adjust focus. The noise level in the work environment is typically moderate. This job description is not intended to list every duty or responsibility associated with the role. Employees may be asked to perform other job-related tasks as needed. All duties are considered essential and may be modified to reasonably accommodate individuals with disabilities. Employment is at-will, and this document does not constitute a contract or guarantee of continued employment. #LI-Remote

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. Bachelor's degree ~ Thre

Job Description Sales Program Advisor DEPARTMENT: Care Center Sales REPORTS TO: Sales Manager FLSA: Non-Exempt (Hourly + Commission & Incentives) Hours of Operation: Monday-Friday 7AM-8PM, Saturday & Sunday 8AM-5PM Why You Should Join Us! • Hourly-rate pay along with uncapped, performance-based commissions and incentives, allowing you to maximize your earning through your own hard work and achievements, • A comprehensive health plan that includes medical, dental, and vision coverage to ensure you and your family have access to the care you need, • A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals, • Other fringe benefits including Birthday & Anniversary bonus, company-wide discounts, legal services, short & long-term disability, etc., • Positive work environments that offer work/life balance and professional growth, • Mission-driven work making a global impact with local roots, • The opportunity to have hands on work experience with industry leading, innovative technology Position Summary The Sales Program Advisor plays a pivotal role in driving revenue growth and expanding our (English and Spanish speaking) customer base nationwide. This position is responsible for managing inbound and outbound Care Center calls, selling Interlock products, and delivering exceptional service to both internal and external clients. By understanding customer needs and providing tailored solutions, the Advisor helps ensure satisfaction and contributes directly to the success and profitability of the organization. The Advisor is also entrusted with upholding our incredible reputation in the alcohol-monitoring industry through professional, empathetic, and solution-oriented interactions. Essential Duties and Responsibilities • Engage inbound and outbound callers using a consultative sales approach to promote and sell Interlock products, programs, and services., • Provide accurate product and service information, address inquiries, and resolve client concerns with professionalism and efficiency., • Identify and pursue new sales opportunities through networking, referrals, and cold calling., • Build and maintain strong relationships with clients to encourage repeat business and customer loyalty., • Conduct follow-up calls and manage correspondence to resolve issues and ensure client satisfaction., • Collaborate with internal teams and external partners to ensure seamless service delivery and uphold our reputation in the alcohol-monitoring industry., • Escalate and route issues appropriately while maintaining detailed records in CRM and other systems., • Gather and manage data across multiple technology platforms and handle documentation using standard office equipment., • Prepare and deliver compelling sales presentations tailored to client needs., • Stay informed on industry trends and competitor offerings through market research., • Adhere to company policies, procedures, and confidentiality standards., • Provide general Care Center support and perform other duties as assigned. Qualifications • High school diploma or equivalent required., • Bachelor’s degree in a related field or equivalent professional experience is preferred., • Minimum of 6 months of relevant experience in sales, customer service, or call center environments., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Familiarity with CRM software and sales tracking tools., • Strong verbal and written communication skills with a professional demeanor., • Excellent attention to detail and ability to multitask with a sense of urgency., • Adaptable and resourceful in fast-paced, dynamic environments., • Courteous, confident, and collaborative interpersonal skills., • Self-awareness and the ability to read and respond to audience needs., • Understanding of industry trends and competitor offerings is preferred., • Bilingual proficiency in English and Spanish qualifies for additional compensation. Physical Demands & Work Environment The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, employees are regularly required to communicate clearly—both verbally and in writing—and frequently use hands and fingers to operate phones, computers, and other office equipment. Occasional physical activities may include standing, walking, reaching, balancing, stooping, kneeling, or crouching. This role may also require lifting or moving items up to 25 pounds. Specific vision abilities include close and distance vision, color perception, peripheral vision, and the ability to adjust focus. The noise level in the work environment is typically moderate. This job description is not intended to list every duty or responsibility associated with the role. Employees may be asked to perform other job-related tasks as needed. All duties are considered essential and may be modified to reasonably accommodate individuals with disabilities. Employment is at-will, and this document does not constitute a contract or guarantee of continued employment. #LI-Remote

Job Description Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and servicewhere personal success goes hand in hand with serving others. Role Summary We're seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development. Position Overview As a licensed insurance representative, you'll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You'll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you'll have access to structured training, ongoing mentorship, and the support needed to succeed in the field. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job Description Direct Sales Representative About R.I.S.E. Financial: At R.I.S.E. Financial, we're not just about making dealswe're about creating a culture of success and community. We know that the grind to get to the top is tough, but we also believe that when you surround yourself with the right team, success becomes a shared experience. Whether it's in our own team or with the clients we serve, community is everything. We value independence and relentless drive, but we also understand the power of collaboration and building each other up. This is the perfect environment for those who have the spirit of a competitor but also the heart of a teammate. Whether you're pushing yourself to the limit or pushing the team forward, R.I.S.E. Financial is where success is earned, shared, and celebratedtogether. Position Overview: If you're the kind of person who doesn't shy away from hard work, has the heart of a champion, and thrives on the competitive edgethen we want you to join our team as a Direct Sales Representative. You'll be out in the field, selling supplemental insurance to businesses, creating relationships, and making a real impact on the lives of your clients. But this role isn't just about the salesyou'll also be part of a larger mission. R.I.S.E. Financial isn't just about individual success; it's about creating a community of like-minded professionals who are committed to mutual support and achieving big things together. If you're an athlete who thrives in both competition and collaboration, this is the place where you can grow and succeedwhile bringing others along with you. Key Responsibilities: * Lead the Charge: You will be the one identifying and reaching out to potential clients, building relationships, and ensuring their businesses are protected with the right insurance solutions. * Consultative Sales Approach: You will not just sell productsyou'll be the trusted advisor that businesses turn to for understanding their unique needs and helping them find the best solutions. * Negotiate & Close Deals: With your driven mindset, you'll manage the entire sales process from presentation to negotiation, making sure that you close deals that benefit both you and your clients. * Maintain Long-Term Relationships: Your job doesn't stop once the deal is closed. You'll build long-lasting relationships that turn clients into repeat customers, providing continued value over time. * Collaborate & Share Success: While you're an independent force, you'll also thrive in a community of like-minded, results-driven individuals. You'll be learning, growing, and winning alongside a team that pushes you to be your best. * Train & Develop Continuously: You're always learning, always improving, just like an athlete in training. We offer support to ensure you're constantly growing and excelling in your role. Qualifications: * Relentless Drive & Competitive Spirit: You've got the passion of an athlete, the focus of a competitor, and the discipline to keep pushing for greatness every day. * B2B Sales Experience: If you've been in sales, especially in a B2B environment, you understand what it takes to drive results. Bonus points if you have experience in insurance or financial products. * Relationship Builder: You know how to build rapport and establish long-term connections. Whether you're in it for the long game or closing a quick deal, you know that lasting relationships are key. * Independent & Team Player: You thrive in an environment that encourages autonomy, but you also recognize the power of collaboration and the importance of lifting others up. * Passion for Growth: You're always hungry to get betterconstantly improving and evolving to take your career to the next level. Why R.I.S.E. Financial: * Uncapped Earnings Potential: With a weekly base draw option and uncapped commissions, your earnings are in your hands. * Bonuses, Stock Options & Lifetime Renewal: Receive weekly and monthly bonuses, quarterly stock bonuses, and, after just 5 years, enjoy 100% lifetime vesting on your renewal commissions. This structure rewards both your immediate performance and long-term success. * Supportive Community: We're a team that celebrates success, but we also know how to support each other through the challenges. Success isn't just about individual resultsit's about rising together. * Growth & Development: Receive comprehensive training through virtual, in-person, and classroom sessions, including hands-on learning with top performers and self-study courses from Top 1% achievers. With ongoing development and support, this is a unique opportunity to thrive in an untapped market with vast growth potential. * Work-Life Balance: Once you've mastered the skills of the job, you'll have the freedom to set your own schedule. This role is about autonomygiving you the power to design your day, your week, and your life on your terms. But make no mistake: this isn't for the person looking for a 9-to-5 with minimal effort. It's for those who have the drive to stay hungry, to keep pushing, and to set their own pace for success. You're in controlif you're motivated to work and want to make it happen, the flexibility is yours. * Career Advancement: As you grow and excel in your role, opportunities to take on more responsibility and leadership roles will open up. Additional Qualifications: * Licensing: Candidates must be willing to obtain a State Health Insurance License, which is required for the position but not for applying. We offer assistance with licensing and reimbursement to support you through the process. * Education & Experience: While a bachelor's degree is not required, candidates must have at least 4 years of professional work experience (post-high school). Those with fewer years of experience but relevant sales experience will also be considered. Location: Business-to-business, In-Person Job Type: Full-time Pay: $75,000.00 - $100,000.00 per year Schedule: Monday to Friday (Weekends as needed) Rise with us. Join a community that celebrates your drive and success: Join a team that values the grind, the victory, and the community. If you're driven by success, motivated by growth, and eager to be part of a company that understands what it takes to rise to the top, we want to hear from you. To find out more about us please check us out at

Job Description Company Overview: At Executive Financial Partners, we specialize in providing supplemental health insurance solutions that give families, individuals, and businesses peace of mind when they need it most. As we continue to grow, we're building a team of ambitious professionals who want more than just a jobthey want a career with impact. Position Overview: This entry-level opportunity is designed for individuals who are ready to learn, work hard, and grow into a rewarding career in sales. No prior experience is requiredwe'll equip you with licensing, training, and hands-on mentorship to help you succeed from day one. In this role, you will: * Develop expertise in our supplemental health insurance products. * Meet with clients to identify needs and present tailored solutions. * Build lasting relationships with individuals, families, and local businesses. * Manage your progress using proven systems and tools, including Salesforce CRM. We're looking for people who bring discipline, are coachable, and ready to hit the ground running. Here, your performance is recognized, your growth is supported, and your work makes a difference. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that help families, individuals, and small businesses prepare for life's unexpected challenges. Our team is built for driven professionals who take pride in their work, embrace challenges, and are committed to making a meaningful impact for their clients. We value discipline, results, and integrity, offering a career where your efforts directly shape your success. Position Description: As a Direct Sales Representative, you'll take ownership of your territory by building relationships with business owners and individuals, understanding their needs, and delivering tailored insurance solutions. You'll have access to comprehensive training, proven strategies, and ongoing support to help you excel. This role is ideal for individuals who: * Are self-motivated and results-oriented * Thrive in a fast-paced, goal-driven environment * Take pride in delivering value and building long-term client relationships Your success will be measured by your performance and the difference you make for your clients. This is a career for someone ready to take control of their own results, grow professionally, and make a real impact in the communities they serve. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

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.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off We are a respected State Farm agency serving customers across Arizona is seeking a Life Insurance Advisor who is passionate about helping individuals and families protect their financial future. Led by Nate Atkins, MBA, CPCU, ChFC, CLU, CASL, our agency takes a consultative approach to insurance and financial protection planning. We focus on meaningful conversations that help customers make confident decisions about life insurance, long-term protection, and financial security. This role is ideal for a licensed life insurance professional or financial services advisor who enjoys building trusted relationships and guiding clients through important life decisions. What Youll Do Conduct consultative conversations to uncover clients financial protection needs Design customized life insurance strategies for families and individuals Educate customers on long-term financial protection and legacy planning Build strong relationships with clients through trust and thoughtful guidance Partner with the agency team to identify life insurance opportunities within the existing client base Ideal Background Active Life & Health license required Experience in life insurance, financial services, or consultative sales Property & Casualty license is a plus Bilingual Spanish is a plus Our office is located in the Gilbert / Chandler crossroads area, and we proudly serve customers throughout the entire state of Arizona. We are actively interviewing licensed life insurance professionals who are ready to start within the next 14 days. If you are looking for an opportunity where you can build lasting client relationships while making a meaningful impact on families financial security, we encourage you to apply. We are committed to reviewing all applications within 24 hours!

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 Description Company Overview: At Executive Financial Partners, we're looking for licensed insurance sales professionals who take ownership of their careers. Driven, results-focused professionals who are ready to accelerate into leadership excel here. Position Description: As a Sales Representative, you'll manage your territory, build strong relationships with business owners, and drive sales of supplemental health insurance. Using our training and tools, you'll take full control of your results while contributing to a high-performing team. High achievers are fast-tracked to mentor and lead others, helping shape the success of the team while advancing their own career. This role is ideal for those ready to step up, lead by example, and make a measurable impact. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job DescriptionExecutive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. A portable book of existing clients is preferred. What you'll do:Conduct all Get to Know meetings Maximize all new business development opportunities Manage top 20% of the team’s client reviews. Dedicate at least 80% of time in business development. Work with management team on improving client/prospect experience. Manage & develop Lead and Associate Advisors. Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. Serves on investment management committee or helps determine firm investment strategies for clients. Experience you'll need:A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required. A portable book of existing clients is preferred. 10 years of experience in financial planning, investment management, or a related field.Significant experience as a Wealth Advisor with at least $50 million AUM portable. Key BenefitsGenerous continuing education support 100% company paid employee only premiums for Health, Dental & Vision Coverage 4% Company 401k match, 100% vested

Job Description Location: West Coast (Remote-must have current residency in Western United States) Commercial Roofing | Territory Leadership | P&L Ownership Nations Roof, one of the largest and fastest-growing commercial roofing contractors in the U.S., is seeking a Regional Vice President of Operations to lead multiple business units and drive performance across a designated region. This is a high-impact executive leadership role with full regional responsibility for operational execution, financial performance, workforce strategy, and leadership development. Prior of Current experience working for a Commercial Roofing Contractor in an dedicated operations or senior project manager position is required for consideration. What You’ll Own Regional Leadership & Growth * Mentor and support Highly Skilled Business Unit Leaders across multiple territories * Align regional strategy with corporate growth initiatives * Drive and support revenue growth, operational scalability, and margin performance P&L & Financial Performance * Full regional P&L ownership * Strengthen forecasting, cost controls, and financial discipline * Improve job cost performance and overall regional profitability Project Optimization & Technical Leadership * Provide executive-level oversight on complex, high-profile commercial roofing projects * Drive project optimization strategies to improve efficiency, production, and margin * Support field leadership in resolving technical challenges and risk mitigation * Ensure consistent safety, quality, and operational standards across all offices Workforce Strategy & Execution * Align workforce planning with backlog and revenue targets * Optimize labor forecasting, crew productivity, and talent deployment * Build, coach, and retain high-performing operational leadership teams * Serve as a senior technical and operational advisor to executive leadership What We’re Looking For * 8+ years of commercial roofing operations or senior project management experience required * Multi-territory or multi-location leadership experience highly preferred * Proven P&L management responsibility * Previous branch or commercial roofing company leadership preferred * Highly technical commercial roofing knowledge with experience supporting large-scale projects * Strong financial, operational, and strategic acumen Why Nations Roof We offer the strength and resources of a national platform with the autonomy to lead and scale your region. Competitive executive compensation, performance-based bonus, vehicle allowance, full benefits, and significant advancement opportunity. Nations Roof provides equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic. NO RECRUITING AGENCIES. All candidates must be authorized to work in the United States.

Make a real difference in the lives of our clients by providing sound financial advice and helping them achieve their financial goals. Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. Stay upda