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Job Description👋🏻Hi! I’m Alisa and I’m the VP of Business Development at Garage Door Freedom. I’m glad you’re here! We are looking for a business coach to join our team. We work a remote, and while we can accommodate candidates in states where we already operate, candidates local to the Phoenix area will be given priority. (Eligible states are: AZ, NM, OR, NV, CO, TX, MN, WI, OK, FL, TN, NC, MI, IN, OH, GA) About us: Garage Door Freedom is the sister brand of A1 Garage Door Service, created to share the systems, strategies, and insights that fueled A1’s explosive growth. Our mission is to empower garage door business owners with the tools, knowledge, and support they need to achieve true freedom. We help leaders scale with confidence by delivering industry-leading best practices, elevating team performance, and driving long-term, sustainable success. At Garage Door Freedom, we’re committed to helping our members grow faster, lead better, and unlock their full potential—just as A1 has. About this role: The Business Coach plays a critical role in accelerating the performance and growth of business leaders at Garage Door Freedom. This role provides one-on-one and group coaching to help owners and leaders strengthen their business acumen, operational discipline, and leadership capabilities. The ideal candidate is an experienced coach, advisor, or operator with a strong understanding of home service businesses and a passion for helping others achieve success. You will be responsible for things like: · Coaching owners, managers, and team leads on key business drivers including revenue growth, profitability, operational excellence, and leadership development · Developing personalized coaching plans aligned to individual business goals and performance metrics · Analyzing business performance reports to identify opportunities and challenges; guide clients through data-informed decision making · Delivering structured coaching sessions virtually and in-person (as needed) · Facilitating workshops and learning experiences on topics such as sales, customer service, financial management, and team leadership · Partnering with operations, marketing, and finance teams to ensure consistent messaging and aligned support · Tracking progress and outcomes using standardized tools, dashboards, and KPIs · Providing candid, growth-oriented feedback and accountability to drive continuous improvement · Contributing to the development of resources, playbooks, and best practices for the network · Attending national industry events to network, build relationships (20% travel) Basic Requirements: · 5+ years of experience in coaching, consulting, business ownership, or senior-level operations (Home services experience is a hard requirement) · Proven ability to coach and influence business owners and frontline leaders · Strong understanding of P&L, KPIs, and operational levers that drive business success · Excellent communication, listening, and facilitation skills · Highly organized and able to manage multiple coaching relationships and business cycles · Comfortable using business tools and CRM or coaching platforms · Coaching certification a plus, but not required · Ability to travel (about 20%) to related industry events · Eligible to work in the united states (this role does not sponsor work visas) You should apply if: 🏅You are a problem solver who can identify business opportunities and create impactful plans to improve the health and growth of the owners/operators 📈You thrive when delivering results 💡Seeing “aha” moments makes you smile real big 🫶🏻You work autonomously AND collaboratively 📤You can adopt and follow our process AND add in your skills and experience 🗣️You have great listening skills, can empathize, and communicate complex ideas in simple terms 🧑🏻️‍💻You can effectively work virtually to coach 1X1 AND are not afraid of presenting to large groups at industry events (public speaking) This Job may not be for you if: 🧱You struggle with meeting people where they are and lack patience for their learning 🐺You'd rather be working alone 🧘🏻️‍♀️You prefer a slow, repetitive pace. This role requires adaptability and hustle 📊You’re not comfortable keeping your clients accountable Interview process: We aim to keep the interview process simple and respectful of your time. Things move fast around here. You can expect: · Your application to be reviewed within 5 days or less · A 45-minute recruiter screen · A 45-minute Hiring manager interview with VP of BD · A potential final interview with our COO #INDA1 Benefits and other cool stuff: · Medical, dental, vision, 401K · Paid Time Off · Weekly Pay · Internal Promotion opportunities · Company swag A1 Garage Door (and affiliate companies) provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities. Compensation Range: $90K - $115K

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that protect families, individuals, and small businesses when they need it most. Our team combines a commitment to service with a drive for excellence—always focused on delivering results for our clients while making a real impact in the communities we serve. We value skill development, discipline, and a high standard of performance, but we also believe in doing work that matters. As we expand into new markets, we’re looking for motivated professionals who are eager to grow, thrive in a competitive environment, and take pride in helping others safeguard their future. Here, you’ll have the opportunity to build a career where your success and your clients’ well-being go hand in hand. Position Description: Here, you’ll be trained and mentored by some of the most accomplished professionals in the industry. We invest heavily in your growth—equipping you with elite-level training, proven strategies, and the support you need to excel. No prior sales background is required; what matters most is ambition, resilience, and a commitment to raising your own standards. 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 * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

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 DescriptionJoin Our Dynamic Team as a Wealth Advisor This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We’re not just managing wealth—we’re transforming how elite athletes and their families use it to create multigenerational impact. As a modern, fast-growing multi-family office, we serve some of the world’s most brilliant athlete families with bespoke expertise across investments, tax, estate planning, and beyond. We’re building more than financial plans—we’re building flourishing families, thriving legacies, and a firm where exceptional talent comes to grow. If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on Why join us? As a Relationship Lead, you’ll be the trusted advisor guiding athlete families through major life transitions—especially those retiring from their sport or entering later career stages. You’ll: ✅ Build Deep Relationships – Be the primary point of contact, delivering exceptional service and strategies tailored to each family. ✅ Drive Strategic Impact – Translate complex planning into actionable steps across investments, tax, estate design, and more. ✅ Collaborate Like a Pro – Partner closely with internal teams to deliver seamless, coordinated advice. ✅ Own the Process – Leverage systems and workflows to ensure operational excellence and unforgettable client experiences. Fun Company Activities! Job Details 3+ years of experience (preferably with an RIA or wealth management firm) CFP® designation Proven track record of leading client relationships or supporting senior advisors A mindset that thrives in a fast-paced, high-impact environment Based in (or open to relocating to) Phoenix or Los Angeles Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description Join Farmers Insurance Build Your Dream Career with Us! Farmers Insurance is on the hunt for hardworking, outgoing, and entrepreneurial-minded individuals to join our fast-growing team! If you're passionate about helping people, love building relationships, and are ready to take control of your future, this opportunity was made for you. Base Salary + Commissions + Bonuses = Unlimited Earning Potential! About the Opportunity: Our Farmers Insurance Agent Training & Mentorship Program is the perfect launchpad for ambitious individuals ready to soar in the insurance industry. Whether youre a recent grad hungry to kick-start your career or a seasoned pro looking for your next big move, well give you the training, mentorship, and resources you need to crush your goals. What You'll Do: • Build strong relationships with clients and tailor insurance solutions to their needs, • Drive new business and grow your own book of business, • Be a trusted advisor, giving customers peace of mind, • World-class training and one-on-one mentorship, • Work with the latest and greatest insurance technology solutions, • Entrepreneurial freedom with no limits on what you can achieve, • A dynamic, energetic team environment that celebrates your wins Flexible Schedule Health Insurance Dental Insurance Vision Insurance Life Insurance Paid Time Off (PTO) Competitive Compensation with Uncapped Earning Potential Career Growth Opportunities Hands on Training Responsibilities What Were Looking For: • Strong Communicator Engaging with clients and team members with clarity and confidence, • Performance-Driven Consistently motivated to achieve and exceed goals., • Self-Starter Ability to take initiative and work independently., • Entrepreneurial Mindset Passion for building and growing your own business., • Networking Pro Skilled at building lasting relationships and connections., • Digital Savvy Comfortable navigating and utilizing digital tools and platforms., • Business Acumen Understanding of what drives success in business. What You Get in Return: • Highly Competitive Compensation Uncapped commissions, renewals, and bonuses., • True Business Ownership Full financial control and ownership of your agency., • Balanced Lifestyle Flexible work hours, allowing for substantial home/work-life balance., • Licensing Requirement: Obtain or possess your General Lines Property & Casualty, and Life & Health licenses from the State of Arizona within 30 days of hire. We provide FREE Pre-Licensing courses., • Sales-Driven Focus: Thrive in a commission-based role with a focus on meeting and exceeding sales goals, leveraging a proactive sales approach., • Resilience & Positivity: Maintain confidence, perseverance, and optimism, pushing forward toward goals despite challenges or obstacles., • Multitasking Mastery: Navigate a fast-paced environment with ease, handling multiple priorities while staying organized and efficient., • Strong Listening & Objection Handling: Hone your ability to listen actively, anticipate client needs, and skillfully overcome objections to close business., • Communication Excellence: Demonstrate top-tier oral and written communication skills, engaging clients effectively and clearly., • Proactive Initiative: Show independence and initiative in driving progress, with the ability to take decisive action even with minimal direction., • Tech-Savvy: Leverage Microsoft Products effectively to streamline workflow, manage client data, and stay organized., • Prospecting Plan Development: Develop, execute, and follow a strong prospecting plan to generate new business and build lasting client relationships., • Proven Sales Success: Showcase a consistent track record of exceeding sales goals and delivering results.

Job Description Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are ???? You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. Summary Under the direction of the VP Investment Services, serve the financial needs of Credit Union Members utilizing a Total-Needs, Consultative Based selling approach. Based within Wealth Management Department, this position will assume the investment accounts within the $50,000 range, as well as take investment service calls. All Member Care Center (MCC) referrals will be sent to this individual for profiling and possible dissemination to a regional field-based Wealth Advisor. Assist members identify their financial goals and objectives using an approved profile form and establish relationships through continuous periodic reviews as an essential part of the consultative, trusted advisor approach. The objective of this position is to service assigned referrals and smaller assigned member investment accounts. Experience is required. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). What You’ll Do ???? • Present a professional image and cultivate a strong working relationship with Credit Union Associates, Members, and other key people involved in the Credit Union., • Cultivate strong working relationships and build trust among Credit Union staff by attending and participating in staff meetings and other Credit Union staff functions., • During the initial probationary period (90 days) this position will ‘shadow’ a regional Wealth Advisor, schedule phone-based appointments, and provide general department support duties. Post probationary period, this position will begin meeting with members by phone or limited in-person meetings on a mutually prescribed schedule. Over time a book of business will develop and be the main responsibility of this position., • Support efforts of regional WA’s as a department resource partner. Implement the phases of the Wealth Department Marketing Plan to consistently generate a minimum of 15-20 phone appointments/interviews per week with members., • Coordinate Social Media marketing for the Wealth Management Department. Define and identify compliant content to be posted on the social media platforms (LinkedIn, Facebook, Twitter). Daily monitoring and provide updates on platforms., • Responsible for monitoring OneAZWealth.com website presence and fielding all online inquires from clients and prospects., • Follow the sales process and procedures as established by the broker dealer Compliance Department. Also follow the established insurance and securities compliance guidelines and strictly adhere to all company policies., • Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to Members and Associates which in the same circumstance we would demand for ourselves., • Follow the established guidelines for maintaining client files in accordance with broker dealer practices and FINRA requirements., • Meet Credit Union cross-selling goals as established with Credit Union Branch Management., • Attend all required training, informational meetings scheduled by regional Wealth Advisor and broker dealer Compliance., • Ensure duties are performed in accordance with just and equitable principles of trade, federal and state laws, industry regulations and Credit Union policies., • Stay abreast of current legislation, regulations and policies., • Complete and submit weekly activity reports., • Ability to take coaching advice and direction from Wealth Management Leadership., • Performs other duties as assigned. What You Bring ???? • College degree, preferably in Business or Insurance, or equivalent work experience., • One basic entry-level financial designation (minimum): examples - Accredited Investment Fiduciary (AIF); Certified Retirement Counselor (CRC); Chartered Mutual Fund Counselor (CMFC); Chartered Retirement Planning Counselor (CRPC); Financial Paraplanner Qualified Professional (FPQP), • Minimum 5 years proven sales and services success experience in the financial services industry., • Arizona Life/Health Insurance License., • FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65)., • Physical demands, • Physical demands of the job, including bending, sitting, lifting and driving., • Travel, • Percentage of travel time, overnight travel – 10% is expected. Compensation & Benefits ???? • Generous paid time off: 10 paid holidays, 2 floating holidays, 6 personal days, 10 vacation days, plus sick time, • Low-cost Medical, Dental & Vision plans – as low as $5 per pay period, • Paid childcare assistance (up to $96 per pay period), • Award-winning 401(k) 5% discretionary match - fully vested from day 1, • 100% Gym fee reimbursement up to $75/month, • 100% Tuition Reimbursement Up to $5,250, • $1440/yr student loan repayment, • ...and much more. Explore all the details in our comprehensive Benefits Booklet Why Join OneAZ? At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

Job DescriptionBenefits: • 100% company paid Health Insurance, • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Employee discounts, • Free uniforms, • Health insurance, • Opportunity for advancement, • Competitive Compensation, • Career Advancement, • Training and Development, • Comprehensive Benefits Package:, • Employee Discounts, • Positive Work Environment:, • Locally-Owned, • Cutting-Edge Tools and Equipment: The ideal candidate for this position should have a track record of successful management positions with at least five years of experience, and a strong desire to succeed with integrity. This is a great job for people who thrive in an ownership environment where they are empowered to make decisions that deliver great service to our customers. We offer a competitive base salary and financial incentiveswhen our business succeeds, so do you! If you have automotive service advisor and people management experience, apply today! Responsibilities • Oversee daily operations, remedy customer complaints promptly, and ensure customer satisfaction metrics are met, • Recruit, hire, and train service advisors and technicians to achieve store goals, • Attend manager meetings and establish good working relationships with owners, managers, and staff, • Implement growth strategies that align with group objectives by carefully assessing profit and loss, • Review monthly, quarterly, and annual financial statements to identify and prioritize areas for improvementQualifications, • Bachelors degree is preferred but not required; a high school diploma or GED equivalent needed, • Five or more years of experience in a general manager position for a retail aftermarket repair shop is necessary, • Knowledge of the automotive industry and trends, • Possess a state-issued drivers license and acceptable driving record to operate vehicles, • Strong communication skills; a track record of leadership; and the ability to interpret profit and loss statements are necessary for successWhy us?, • We value honesty and integrity, teamwork and strong ethics., • Benefit from ongoing training and development programs to enhance your automotive knowledge and stay up-to-date with the latest industry trends and advancements., • Join a team of driven and talented individuals who share your passion for high-quality repair work. Experience a supportive and collaborative work environment that encourages growth and camaraderie., • With locally-owned shops, experience a sense of community and connection with your customers and fellow team members.

Job DescriptionDescription: Founded in 1996, Kinematics is the leading provider of critical motion control solutions. From actuation technology to advanced algorithms, controls, and global support, the company provides a total solution that maximizes power production for the solar industry and improves reliability and safety for industrial and satellite applications. Kinematics supplies engineered systems, sensors, software, and services to move mission-critical equipment into precise position. With nearly 800 employees worldwide, the company is headquartered in Phoenix, Arizona, and operates globally with facilities in Asia, Europe, and the Americas. REPORTS TO: Vice President of Global Sales and Business Development LOCATION: USA (Remote/Hybrid allowed) QUALIFICATIONS: 5+ years of sales or key account management experience; solar tracking knowledge required. Requirements: RESPONSIBILITIES AND SKILLS: Own and Grow Strategic Customer Relationships: Develop deep, long-term partnerships with key customers by understanding their business goals, challenges, and decision-making processes. Serve as the primary point of contact and trusted advisor. Develop and Execute Account Plans: Create and maintain detailed account plans that align with both customer objectives and company growth targets. Identify opportunities for cross-selling, upselling, and long-term collaboration. Drive Revenue and Forecast Accuracy: Achieve revenue targets and ensure reliable forecasting through close collaboration with customers and internal teams. Monitor performance against goals and take proactive action to close gaps. Coordinate Cross-Functional Delivery: Lead internal collaboration across sales, operations, product, and finance teams to ensure customer needs are met efficiently and effectively. Advocate for the customer while aligning with company capabilities and priorities. Manage Contracts and Commercial Terms: Negotiate pricing, terms, and agreements in a way that balances customer value with company profitability. Ensure compliance with contract terms and support renewal or renegotiation processes. KEY COMPETENCIES: Customer-Centric Mindset: Demonstrates a deep commitment to understanding and delivering on customer needs. Build strong, trust-based relationships that position the company as a strategic partner—not just a supplier. Strategic Thinking: Able to see the big picture, anticipate customer challenges, and identify opportunities for long-term value creation. Aligns account plans with both customer and company objectives. Excellent Communication Skills: Articulate and persuasive, with the ability to clearly present complex ideas to a range of stakeholders. Strong listening skills to uncover customer priorities and translate them into action. Commercial Acumen: Understands financial drivers and how to structure deals that deliver mutual value. Comfortable with pricing strategies, contract negotiations, and forecasting revenue impact. Results-Oriented Execution: Owns outcomes and follows through with discipline. Balances long-term relationship building with the urgency of delivering quarterly and annual targets. Problem Solving & Resilience: Thinks creatively to overcome obstacles. Stays composed and constructive under pressure, particularly when managing escalations or navigating change. Data-Driven Decision Making: Leverages data and insights to inform account strategy, track performance, and drive continuous improvement. Organizational Agility: Comfortable navigating complex organizations—both internally and within the customer. Skilled at influencing without authority and managing up, down, and across. High Integrity and Professionalism: Earns trust through transparency, ethical behavior, and consistent delivery. Represents the brand with credibility and confidence. How To Apply: Candidates must apply by uploading their resume and filling out an application via this link: We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionCompany Description International Health and Medical Services delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in environments far from home. Founded in 1984, we operate in 92 countries providing integrated medical solutions to organizations with international operations. Our innovative technology and medical and security expertise focus on prevention, offering real-time, actionable insights and on-the-ground quality delivery. We provide clinical services to include “hands on” direct care at over 800 sites around the world, many of which include inpatient clinical care capabilities. With 12,000 staff (including 5,200 medical and behavioral health providers) our services include the design, deployment, and operation of healthcare solutions including freestanding surgical facilities in remote and austere environments, telemedicine consultation through a wide range of virtual modalities, referrals to a global network of more than 100,000 vetted providers, and global aeromedical evacuation. Within our portfolio of companies, International Health and Medical Services headquartered in Houston, Texas provides contracted healthcare support to Government defense and civil agencies and government contractors, including support to military exercises and operations, diplomatic missions, natural disasters, and refugee care. Job Description This position is contingent on contract award. International Health and Medical Services is looking for an experienced Physician to provide comprehensive medical care to patients, including diagnosis, treatment, and prevention of illnesses while ensuring compliance with healthcare regulations and standards. This role involves collaborating with healthcare staff to address the medical needs of patients, promoting health and well-being within the facility. Key Responsibilities • Promotes health, disease prevention, and comprehensive health care in accordance with current accepted medical practices and procedures., • Clinical services may be provided via virtual means., • Collects comprehensive medical and social history to include a review of all body systems., • Conducts physical examinations, initial and follow-up assessments for acute and chronic medical conditions., • Examines, orders, and performs appropriate diagnostic testing and provides necessary treatment and/or medications and other therapeutic interventions as required., • Administers or directs administration of both curative and preventative inoculations., • Provides clinical assessment and treatment., • Ensures that proper evaluations and treatments are carried out and documented., • Assures proper maintenance of medical records and preparation of reports as related to the area of responsibility., • Fully utilizes health services for treatment, rehabilitative, and diagnostic modalities., • Refers selected cases to consultant specialists when necessary., • Renders emergency medical/surgical/mental health services as required., • Refers patients requiring hospitalization to a local hospital and to an appropriate admitting physician., • The incumbent provides clinical oversight and is responsible for all health care delivered., • Acts as a consultant for Advanced Practice Providers (APP), nurses, and clinical staff in the performance of their duties providing clinical oversight and direction., • The incumbent may have other licensed professionals (staff physicians, APPs, etc.) functioning under their license or privileging depending upon the situation., • Incumbent is responsible for the clinical oversight of provider teams and will provide input to the Clinical Director regarding team member's performance., • It is the incumbent's responsibility to consult with other health care providers to provide training and mentoring and to be directly involved with the evaluation and treatment of severely ill and medically complex patient care problems., • Consults with the Health Services Administrator /Clinical Director /Regional Clinical Director and other providers and specialists for complex medical and/or psychiatric patients as required by client policy., • For facilities with a medical housing unit, the incumbent will make rounds on patients admitted under their care with APPs and nursing personnel, as described in applicable local procedures., • The incumbent will be required to provide on-call medical duty coverage as needed after regular work hours and may need to return to the facility to provide medical care if appropriate., • The incumbent shall constantly monitor and evaluate the quality of patient care, providing data to the departmental Continuous Quality Improvement, other agency units and, other agencies or committees as required., • May be asked to see patients on an interim basis who are not in the category of his/her expertise., • Incumbent must possess the knowledge, skills, and abilities to perform his/her duties within a varied work setting. Both the medical and security designations of patients under the incumbent's care will vary depending upon site, with the work performed., • Makes recommendations on matters of policy, procedures, training, personnel, and equipment as related to specific area of responsibility., • Follows supervisory chain of command., • Support the client Medical Director or designee and the DAD Health Systems Support with special projects. As a member of the client Clinical Services Division team the incumbent will assist with:, • Actively participate in the execution of all Clinical Services Mission Action Plans as delineated in the client Strategic Action Plan. Formulating short and long-range objectives for programs within the clinical services division to ensure alignment with overall objectives of client., • Assessing and validating the current patient care delivery system., • Ensuring clinical and staffing standards for clinical practice are consistent with current evidence-based research and professional standards., • Offering recommendations regarding improvements needed in clinic administrative operations and clinical operations., • Offering recommendations to improve patient outcomes., • Planning, directing, coordinating, and evaluating clinical services policy, guidance, and training. Development and contributions to annual revisions of national, evidence-based Clinical Practice Guidelines/Guides as needed., • Participates actively in Health Services medical training programs. Assists with training for clinical staff, support services personnel, and peer professional staff., • Works with and is assigned to various committees and serves as a team leader for specified functions as needed., • Provide remote and/or on site continuing medical education standing curriculum and relevant clinical issues., • Participates in the development and implementation of clinical activities, initiatives, and strategies for new medical and other clinical projects and initiatives, as well as modifications of ongoing activities., • Assist with physician interviews, orientation and mentoring, peer reviews and other duties requiring medical expertise. Basic Requirements/Certifications: • Must possess a current, active, full, and unrestricted license or registration as a Physician from a State, the District of Columbia, the Commonwealth of Puerto Rico, or a territory of the United States., • American Heart Association (AHA) Basic Life Support (BLS)., • Correctional clinical experience preferred., • Minimum of five years clinical practice with direct patient care preferred., • Have knowledge of a wide range of complex patient care concepts, principles, and practices to perform assessments of considerable diversity to include mental health, medical, surgical, ambulatory, and emergency care., • Flexibility and ability to adapt to sudden changes in schedules and work requirements. Assignments are usually of a long-term, recurring, or broadly defined nature., • Highly effective interpersonal and organizational skills; strong writing skills to include document formulation, editing, and review., • U.S. Public Health Service Officers must comply with and obey all federal rules, regulations, policies, guidance, and established procedures that includes professional competence, readiness, and suitability., • All Employees shall have at least one year of general experience that demonstrates the following:, • The ability to greet and deal tactfully with the public., • Capability of understanding and applying written and verbal orders, rules, and regulations. All personnel shall be literate and be able to interpret printed rules and regulations, detailed written orders, training instructions and materials, and must be able to compose reports., • Good judgment, courage, alertness, an even temperament, and render satisfactory performance through knowledge of his/her position responsibilities., • Doctor of Medicine or Doctor of Osteopathy from a school in the United States or Canada approved by a recognized accrediting body in the year of the applicant's graduation or Doctor of Medicine or equivalent degree from a foreign medical school that is certified by the Educational Commission for Foreign Medical Graduates (ECFMG)., • This position is considered hazardous duty., • Required to walk unaided at a normal pace for up to 5 minutes and maintain balance., • Required to jog/fast walk up to ¼ mile., • Requires physical exertion such as lifting objects greater than 30 pounds., • Required to perform CPR/emergency care standing or kneeling., • Must have the ability to assist sick, injured, or aging patients or staff exiting the building (may require lifting, dragging, wheeling, or carrying someone who weighs significantly more than self)., • Must be able to see, hear and smell with aids if necessary., • Must be able to lift, push, or carry 30 pounds., • Must perform the duties of my job in a stressful and often austere environment without physical limitations., • Sitting and/or standing for extended periods of time., • Average manual dexterity for computer operation., • Minimum of 21 years of age., • Must maintain current/physical residency in the continental U.S., • Pass a medical examination conducted by a licensed physician within 30 days prior to initial assignment., • Be a U.S. citizen or a person lawfully admitted into the U.S. for permanent residence., • Have resided in the U.S. for the last five years (unless abroad on official U.S. government duty)., • Successfully engage in and complete a thorough Background Investigation., • Poses or have ability to obtain required security clearances., • Proficiency in Spanish is preferred. Additional Information Pay range is based on several factors and may vary in addition to a full range of medical, financial, and/or other benefits. Final salary and offer will be determined by the applicant’s background, experience, skills, internal equity, and alignment with geographical market data. Compensation: Min: $84/hr Max: 101/hr Benefits – Full-time positions are eligible for our comprehensive and competitive benefits package including medical, dental, vision, and basic life insurance. Additional benefits include a 401k plan paid time off and an annual bonus. International Health and Medical Services complies with all federal, state, and local minimum wage laws International Health and Medical Services is an equal opportunity employer and does not discriminate against employees or job applicants on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with the applicable federal, state and local laws.

Job Description Advance your business with the Principal Financial Network As a representative of the Principal® Financial Network, you’ll have the autonomy to expand your practice on your terms. We understand that each practice is unique and provide tailored support and resources to help you thrive. Your clients. Your business. Our support. • Empowerment to run your own business within an open-architecture financial services company, • Access to a comprehensive product platform, drawing from Principal® capabilities and a range of non-proprietary solutions tailored to your clients needs, • Independence to service your clients with no requirements to sell proprietary products, and no carrier or product minimums, • Flexible contracts to accommodate your business on your terms, • Industry-leading technology systems making business easier for you and your clients, • Concierge support – leadership consulting, marketing and business planning, new business processing, access to key business partners and case design assistance, • Dedicated local marketing consultants to launch your brand and execute your marketing objectives, • Respect for your unique perspective -- diversity, inclusion, and empowerment are at the core of our culture, • Commission structure – up to 95% gross dealer concession (GDC) payout, • Competitive transition package - you own your business/practice, • Licensing & registration support, • A passion for helping clients work toward their financial goals, • Meaningful work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, 401(k) plans, • Life and health insurance licenses* Principal Financial Network is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®. Principal Financial Group® (Nasdaq: PFG) is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business, and build a diverse, inclusive workforce. Principal helps people and companies to build, protect and advance their financial well-being with our retirement, insurance, and asset management expertise. With innovative ideas and real-life solutions for businesses and individuals, we make financial progress possible for clients of all income and portfolio size. To learn more about us, please review our company profile. *License and registrations must be obtained prior to start date Contracting with the Principal Financial Group is contingent upon completion of a thorough criminal, credit check and licensing if applicable. This position is subject to SEC restrictions on personal political contributions. Principal® is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion or religious creed, sex, gender, gender identity, gender expression, pregnancy, national origin, ancestry, citizenship status, mental or physical disability, medical condition, genetic information or characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, or any other characteristic protected by law. We also prohibit harassment on these bases. Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC . Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392. CD1598-01 | 3604954-062024 | ©2024 Principal Financial Services, Inc.

Job DescriptionAbout This Role Our Investment Advisory firm (RIA) is internally driven to help individuals and families find peace and purpose for their money. We have a track record of exceeding client expectations and fostering relationships within our local communities. We are expanding our Advisory team in Traverse City and looking for Financial Advisors to be a part of our continued growth. Our Financial Advisors are valued partners who build relationships with families to help them achieve their long-term financial goals: retirement, building wealth, estate and tax planning, income strategies, and more. As a Financial Advisor, you'll be supported by our industry leading client services, marketing, and events teams. Our advisors educate over 400 households annually. Our educational and consultative approach allows our Advisors to focus on their advisory strengths while building strong relationships with our clients and our community. Our financial advisors do ZERO COLDCALLING or solicitation of friends and family. All leads and prospects are generated by the firm for the advisors. Opportunities include: • Growth including uncapped earning potential and professional development opportunities, • Impact in the lives of your clients through comprehensive financial planning, • Support of our industry leading marketing, events, and client services teams, • Income potential directly correlated to your effort, ambition, and drive to help clients, • Seek out and build a client base through educational seminars and workshops, referrals, etc., • Onboard new clients through a thorough a fact-finding and needs analysis journey, getting to know their goals, priorities, and financial objectives as priority, • Develop and present unique and comprehensive wealth management strategies and income plans, • Review and monitor client's plans yearly, biannually and quarterly to make sure clients stay on track to meet goals and objectives, • Adhere to compliance policies and procedures, • 3-5 years of experience in financial services, • NASAA registration with a Series 65 or equivalent, • Michigan Life License CORE VALUES • Open, honest, positive, ethical, • Proud and loyal, • Client first, • Work works; get it done. Salary Expectations – $150,000 – $500,000+

Job Description Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the Mississippi. This collaboration represents a unique and dynamic partnership between two trusted industries—financial planning and investment management paired with top-tier CPA and tax services. Together, we will continue to provide comprehensive, client-focused solutions, leveraging the strengths of both organizations to serve our shared clientele with excellence and innovation. As part of this expansion, we are seeking talented professionals who are passionate about delivering holistic financial solutions. Joining our team means being part of a mission-driven organization that values collaboration, growth, and the opportunity to work closely with both wealth management and CPA professionals to help clients achieve their financial goals. Summary of the position We are seeking a Wealth Advisor with 10-15 years of client facing, comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Phoenix, AZ. The ideal candidate will be highly strategic, team-oriented, and service-focused with the technical ability to handle highly complex planning for clients across the wealth continuum in tandem. This position will not be responsible for sourcing new clients, but rather for capitalizing on referral opportunities and providing high-touch, white-glove service in tandem with other professionals. Sequoia has extensive resources to support its advisors in providing fully-integrated wealth management services to clients. Responsibilities • Oversee the lifecycle of a client’s initial relationship with the firm, from working with the CPA and client to gather information, to creating/leading the proposal, to designing and implementing their financial, estate, and portfolio strategies., • Serve as the primary point of contact for client relationships., • Manage a pipeline of opportunities, document all interactions and relevant information and provide clear, actionable insights to Sequoia and Eide Bailly to move opportunities forward., • Build and maintain ongoing relationships with the CPAs and clients to proactively identify planning opportunities and address ongoing planning needs., • Define client meeting objectives and follow-up on all action items, including the execution of trade orders, in a timely manner utilizing the firm’s robust technology resources and advisory team support., • Supervise and coordinate the preparation of client meeting materials including agenda, planning analyses, investment materials, etc., • Work collaboratively with and mentor technical advisors to ensure their work is aligned with client objectives and that communication to the client and their advisors is clear and concise.Required Skills/Experience, • 10-15 years of client-facing wealth planning experience with strong technical proficiency in estate planning, asset management, tax planning, and planning for closely held entities., • Bachelor’s and/or Masters in finance, accounting, tax or related field, • One or more professional credentials such as CFP, CPA, CFA, JD, etc., • Active Series 7 & 66 or Series 65, • Clean Form U4 without any regulatory disclosures, client complaints, arbitrations or disclosable settlements., • Ability to simplify complexity for clients and advisors and communicate solutions clearly and effectively., • Experience with eMoney required. Preferred Skills/Experience, • Experience with Holistiplan planning software (or equivalent)., • Familiarity with the Fidelity and Schwab investment platforms., • Experience using Salesforce or a similar CRM system., • Experience working directly with CPA firms.Competencies, • Tech-forward thinking with an aptitude and desire to leverage technology to improve efficiency and client service., • Excellent written and verbal communication skills with high follow-through and attention to detail., • Client-first mentality with a strong focus on providing high quality service., • Team-oriented mindset., • Strong organizational and time-management skills with the ability to handle multiple projects and personalities while meeting established deadlines.

Job DescriptionJob Summary The Director of Finance is a senior leadership role responsible for the strategic financial direction and fiscal integrity of Clin-Path Associates, PLC (CPA) and Clin-Path Diagnostics, LLC (CPD). This role will work closely with Pathology Billing Services of Arizona, LLC (PBS) to analyze financial data, trends, metrics, and reporting necessary to support accounting functions and decision-making. Reporting directly to the Clin-Path Associates Board of Directors, the Director of Finance provides enterprise-wide financial leadership, overseeing planning, budgeting, accounting, compliance, and revenue cycle management. While the role is finance-focused, experience in operations is strongly preferred, as the Director of Finance will partner with other leaders on initiatives where finance and operations intersect.Essential Responsibilities Strategic Financial Leadership • Develop and execute financial strategies aligned with CPA’s mission and long-term business goals., • Serve as a financial advisor to the Board on capital investments, expansion, and sustainability., • Establish and oversee annual operating and capital budgets, ensuring alignment with strategic objectives and fiscal accountability., • Lead financial planning, forecasting, and performance monitoring., • Provide data-driven recommendations for new business initiatives and service lines.Finance & Revenue Cycle Oversight, • Oversee all accounting, financial reporting, and internal controls in accordance with GAAP and applicable regulations., • Lead revenue cycle operations in collaboration with Pathology Billing Services (PBS) to optimize reimbursement and reduce denials., • Manage external financial audits, tax reporting, and regulatory filings., • Maintain robust financial policies and procedures to protect organizational assets., • Oversee cash flow, capital allocation, and financial risk management.Operations Collaboration & Support, • Collaborate with operational leadership on initiatives tied to financial performance, cost containment, and efficiency improvements., • Assist in designing and tracking performance metrics that support both financial and operational outcomes., • The Director of Finance is expected to contribute to operational planning and cross-functional improvement efforts.Stakeholder & Partner Relations, • Represent CPA in financial discussions with hospitals, ASCs, insurance providers, vendors, and external stakeholders., • Lead the financial evaluation and negotiation of contracts, particularly with managed care entities and key clients., • Coordinate with external consultants, legal advisors, and auditors on complex financial matters.Team Leadership & Development, • Provide leadership to finance and accounting functions., • Promote a culture of financial accountability, continuous improvement, and professional growth., • Bachelor’s degree in Accounting, Finance, or a related field required., • CPA or CMA certification preferred., • 10+ years of progressively responsible experience in finance and accounting; healthcare or laboratory experience strongly preferred., • Solid knowledge of GAAP, budgeting, forecasting, revenue cycle, and healthcare compliance., • Demonstrated leadership experience managing both Accounting/Finance and Marketing teams in a healthcare or professional services environment., • Experience supporting or collaborating with operational teams is strongly preferred.Skills & Competencies, • Strong financial leadership with the ability to manage complex budgets and optimize financial performance., • Demonstrated success in revenue cycle management, financial planning, and risk mitigation., • Collaborative leadership style with strong interpersonal and negotiation skills. nnkR7RNLHD

Job DescriptionCompany Description International Health and Medical Services delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in environments far from home. Founded in 1984, we operate in 92 countries providing integrated medical solutions to organizations with international operations. Our innovative technology and medical and security expertise focus on prevention, offering real-time, actionable insights and on-the-ground quality delivery. We provide clinical services to include “hands on” direct care at over 800 sites around the world, many of which include inpatient clinical care capabilities. With 12,000 staff (including 5,200 medical and behavioral health providers) our services include the design, deployment, and operation of healthcare solutions including freestanding surgical facilities in remote and austere environments, telemedicine consultation through a wide range of virtual modalities, referrals to a global network of more than 100,000 vetted providers, and global aeromedical evacuation. Within our portfolio of companies, International Health and Medical Services headquartered in Houston, Texas provides contracted healthcare support to Government defense and civil agencies and government contractors, including support to military exercises and operations, diplomatic missions, natural disasters, and refugee care. Job Description This position is contingent on contract award. International Health and Medical Services is looking for an experienced Clinic Director to oversee the delivery and quality of healthcare services provided to patients, ensuring compliance with legal and regulatory standards. This role involves leading healthcare teams, managing clinic operations, and coordinating with facility management to effectively address the medical needs of the patient population while promoting a safe and supportive environment. Key Responsibilities: • Plans work to be accomplished by department supervisors and staff. Prepares schedules for completion of work., • Organizes and maintains medical services and committee activities for accreditation or certification., • Directs the development of standard operating procedures and policies, including monitoring compliance and periodic review., • Serves as chief medical adviser to the Chief Executive Officer in all matters pertaining to patient care., • Actively participate in the execution of all Clinical Services Mission Action Plans as delineated in the client Strategic Action Plan. Formulating short and long-range objectives for programs within the clinical services division to ensure alignment with overall objectives of the client., • Assessing and validating the current patient care delivery system., • Ensuring clinical and staffing standards for clinical practice are consistent with current evidence-based research and professional standards., • Offering recommendations regarding improvements needed in clinic administrative operations and clinical operations., • Offering recommendations to improve patient outcomes., • Planning, directing, coordinating, and evaluating clinical services policy, guidance, and training. Development and contributions to annual revisions of national, evidence-based Clinical Practice Guidelines/Guides as needed., • Participates actively in Health Services medical training programs. Assists with training for clinical staff, support services personnel, and peer professional staff., • Works with and is assigned to various committees and serves as a team leader for specified functions as needed., • Provide remote and/or on site continuing medical education standing curriculum and relevant clinical issues., • Participates in the development and implementation of clinical activities, initiatives, and strategies for new medical and other clinical projects and initiatives, as well as modifications of ongoing activities;, • Assist with physician interviews, orientation and mentoring, peer reviews and other duties requiring medical expertise., • Serves as a professional advisor to physician colleagues from medical schools, graduate training programs in medicine and osteopathy, boards of licensure, and professional organizations relating to the medical profession and other health professions., • Promotes health, disease prevention, and comprehensive health care in accordance with current accepted medical practices and procedures., • Clinical services may be provided via virtual means., • Collects comprehensive medical and social history to include a review of all body systems., • Conducts physical examinations, initial and follow-up assessments for acute and chronic medical conditions., • Examines, orders, and performs appropriate diagnostic testing and provides necessary treatment and/or medications and other therapeutic interventions as required., • Administers or directs administration of both curative and preventative inoculations., • Provides clinical assessment and treatment., • Ensures that proper evaluations and treatments are carried out and documented., • Assures proper maintenance of medical records and preparation of reports as related to the area of responsibility., • Fully utilizes health services for treatment, rehabilitative, and diagnostic modalities., • Refers selected cases to consultant specialists when necessary., • Renders emergency medical/surgical/mental health services as required., • Refers patients requiring hospitalization to a local hospital and to an appropriate admitting physician., • The incumbent provides clinical oversight and is responsible for all health care delivered., • Acts as a consultant for Advanced Practice Providers (APP), nurses, and clinical staff in the performance of their duties providing clinical oversight and direction., • The incumbent may have other licensed professionals (staff physicians, APPs, etc.) functioning under their license or privileging depending upon the situation., • Incumbent is responsible for the clinical oversight of provider teams and will provide input to the Clinical Director regarding team member's performance., • It is the incumbent's responsibility to consult with other health care providers to provide training and mentoring and to be directly involved with the evaluation and treatment of severely ill and medically complex patient care problems., • Consults with the Health Services Administrator /Clinical Director /Regional Clinical Director and other providers and specialists for complex medical and/or psychiatric patients as required by client policy., • For facilities with a medical housing unit, the incumbent will make rounds on patients admitted under their care with APPs and nursing personnel, as described in applicable local procedures. The incumbent will be required to provide on-call medical duty coverage as needed after regular work hours and may need to return to the facility to provide medical care if appropriate., • The incumbent shall constantly monitor and evaluate the quality of patient care, providing data to the departmental Continuous Quality Improvement, other agency units and, other agencies or committees as required., • May be asked to see patients on an interim basis who are not in the category of his/her expertise., • Incumbent must possess the knowledge, skills, and abilities to perform his/her duties within a varied work setting. Both the medical and security designations of patients under the incumbent's care will vary depending upon site, with the work performed., • Makes recommendations on matters of policy, procedures, training, personnel, and equipment as related to specific area of responsibility. Basic Requirements/Certifications: • Must possess a current, active, full, and unrestricted license or registration as a Physician from a State, the District of Columbia, the Commonwealth of Puerto Rico, or a territory of the United States., • American Heart Association (AHA) Basic Life Support (BLS)., • Minimum of five years clinical practice with direct patient care preferred., • Have knowledge of a wide range of complex patient care concepts, principles, and practices to perform assessments of considerable diversity to include mental health, medical, surgical, ambulatory, and emergency care., • Flexibility and ability to adapt to sudden changes in schedules and work requirements. Assignments are usually of a long-term, recurring, or broadly defined nature., • Highly effective interpersonal and organizational skills; strong writing skills to include document formulation, editing, and review., • U.S. Public Health Service Officers must comply with and obey all federal rules, regulations, policies, guidance, and established procedures that includes professional competence, readiness, and suitability., • All Employees shall have at least one year of general experience that demonstrates the following:, • The ability to greet and deal tactfully with the public., • Capability of understanding and applying written and verbal orders, rules, and regulations. All personnel shall be literate and be able to interpret printed rules and regulations, detailed written orders, training instructions and materials, and must be able to compose reports., • Good judgment, courage, alertness, an even temperament, and render satisfactory performance through knowledge of his/her position responsibilities., • Doctor of Medicine or Doctor of Osteopathy from a school in the United States or Canada approved by a recognized accrediting body in the year of the applicant's graduation or Doctor of Medicine or equivalent degree from a foreign medical school that is certified by the Educational Commission for Foreign Medical Graduates (ECFMG)., • This position is considered hazardous duty., • Required to walk unaided at a normal pace for up to 5 minutes and maintain balance., • Required to jog/fast walk up to ¼ mile., • Requires physical exertion such as lifting objects greater than 30 pounds., • Required to perform CPR/emergency care standing or kneeling., • Must have the ability to assist sick, injured, or aging patients or staff exiting the building (may require lifting, dragging, wheeling, or carrying someone who weighs significantly more than self)., • Must be able to see, hear and smell with aids if necessary., • Must be able to lift, push, or carry 30 pounds., • Must perform the duties of my job in a stressful and often austere environment without physical limitations., • Sitting and/or standing for extended periods of time., • Average manual dexterity for computer operation., • Minimum of 21 years of age., • Must maintain current/physical residency in the continental U.S., • Pass a medical examination conducted by a licensed physician within 30 days prior to initial assignment., • Be a U.S. citizen or a person lawfully admitted into the U.S. for permanent residence., • Have resided in the U.S. for the last five years (unless abroad on official U.S. government duty)., • Successfully engage in and complete a thorough Background Investigation., • Poses or have ability to obtain required security clearances., • Proficiency in Spanish is preferred. Additional Information Pay range is based on several factors and may vary in addition to a full range of medical, financial, and/or other benefits. Final salary and offer will be determined by the applicant’s background, experience, skills, internal equity, and alignment with geographical market data. Compensation: Min: $45/hr Max: 55/hr Benefits – Full-time positions are eligible for our comprehensive and competitive benefits package including medical, dental, vision, and basic life insurance. Additional benefits include a 401k plan paid time off and an annual bonus. International Health and Medical Services complies with all federal, state, and local minimum wage laws International Health and Medical Services is an equal opportunity employer and does not discriminate against employees or job applicants on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with the applicable federal, state and local laws.

Job Description Part Time - Appointment Setter Advance Your Career and Truly Make a Difference. An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company. Strategy Financial Group is seeking (2) appointment setters for a part-time positions in our Peoria, AZ office (9:00 am to 1 pm or 2:00 pm to 6:00 pm) You will be asked to make calls at least one Saturday per month. While some remote work may be possible from time to time, candidates must be able to work primarily in the office. Compensation: Your compensation package includes a starting wage of $18/hr and the ability to earn $50 for every appointment you set that the potential client shows up to. Because this position is part-time, you are not eligible for benefits. Candidate must exhibit exceptional time management skills, a proven record of getting prospects/client engaged over the phone, accept direction, be customer service oriented and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth. Position Overview: The primary responsibility of this position is to engage prospects after they have shown interest from one of the many company marketing funnels which could include informational workshop/seminar, radio ad, TV ad, website, etc. This position will depend heavily upon a positive attitude, solid work ethic and the ability to build upon relationships over the phone. This role will overcome objectives in a professional, polite manner – never making the prospect feel uncomfortable at any time. A brief summary of the tasks are below: • Calling and scheduling with prospects, • Consistent follow-up with prospects, • Attend seminars/workshops as needed, • Keep CRM updated with prospect/client interaction, • Work independently and proactively to meet personal business goals, • Assist team with administrative tasks, as needed, • Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Advisors, • Perform other duties and projects as assigned Requirements: Please note that this position does require at least 2+ years of experience working alongside a Financial Advisor OR within a sales role. Thank you for your interest in the Appointment Setter role for Strategy Financial Group, an independent financial services firm located in Peoria, Arizona.

Job Description Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country. About the Role This is a great opportunity for an experienced Tax Manager who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible. What You’ll Do • Be a trusted advisor to high-net-worth clients and family offices, • Offer proactive guidance and custom planning solutions, • Lead teams on tax returns, financial statements, and related deliverables, • Oversee quality control and provide final reviews, • Juggle multiple client relationships and special projects, • Coach and mentor junior team members, • Support business development efforts—think proposals, meetings, and collaborations Must-Haves • Bachelor’s in Accounting (or similar field), • CPA or equivalent certification, • 6+ years of tax/advisory experience, • 3+ years in a supervisory or leadership role, • Excellent communication and interpersonal skills, • Comfort with modern tax and accounting software, • Master’s in Taxation or Accounting, • Experience working with high-net-worth clients, trusts, or Family Offices, • Competitive salary: $140K–$160K depending on your background, • Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more, • Generous PTO, holidays, and sick leave Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-273-2108

Job Description Position Overview The Tax Accounting Manager is responsible for leading all tax functions for Creation Equity and its related entities, with a primary focus on federal and multistate partnership income tax compliance. This role serves as a strategic advisor on key business decisions, manages external CPA engagements for tax return preparation, and ensures accuracy and timeliness in all filings. The manager develops and implements tax strategies that align with company goals, oversees SOX compliance, and handles tax audits to mitigate financial risk. Additionally, the position includes full oversight of core accounting operations, including AP/AR, reconciliations, and financial reporting, as well as direct supervision and mentorship of staff accountants. Close collaboration with internal teams and external partners, including Limited Partners and Property Managers, is essential for success in this role. Function of Position Responsible for Creation Equity and related entities tax functions include: • Lead the tax function with a focus on federal and multistate partnership income tax compliance., • Serve as the initial tax advisor on critical business decisions and collaborate with cross-functional teams., • Initial review of partnership financials for external CPA tax return preparation., • Initial review of tax return preparation from outside accounting firms, provide corrections, and validate for accuracy meeting strict deadlines., • Develop tax strategies that minimize tax liability in alignment with company goals and compliance requirements., • Provide guidance on tax policies, SOX compliance, and internal controls., • Manage tax audits to ensure favorable outcomes and minimal financial exposure., • Identify, analyze, and execute tax planning opportunities to optimize the company's tax position., • Assist with monthly tax planning and tax saving initiatives., • Tracking inside and outside basis for all entities., • Provide input into the development and improvement of tax planning processes., • Manage accounts payable, accounts receivable, cash disbursements, bank reconciliation, credit card reconciliation, balance sheet reconciliations, cash forecasting, monthly reporting, and full-service accounting., • Oversight of staff performance and accuracy of the aforementioned accounting tasks and validating staff day-to-day accounting tasks are being fully completed and accurate.., • Actively involved with Limited Partners, Creation Analyst, and Property Managers responding to questions and providing necessary backup and meeting strict deadlines., • Proactive, team player, positive attitude, and willing to go the extra mile., • A minimum of 4+ years partnership return preparation and review., • Bachelor's degree in Accounting required; CPA and/or Master's in Tax preferred., • Strong technical knowledge in federal and multistate tax compliance, tax planning, and audit defense., • Proficiency in the use of Microsoft Excel, Outlook and Word, QuickBooks, and Yardi experience preferred., • Teamwork: Work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness., • Decision Making: Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization., • Problem Solving: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem. An annual review by peers and related company staff will be used as part of the evaluation. The above functions of the position will be used as a basis of the review. Evidence demonstrated of company values, functional assistance with the team in needed areas, client-rapport, and individual goals will also undergo evaluation. Equal Employment Opportunity Creation Equity 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the Team. Job Posted by ApplicantPro

Job Description Harrison Gray Searchhas partnered with a fast-growing multi-family office as they look to add a licensed Investment Operations Associate to their team in Phoenix. About the Firm: Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, estate planning, and accounting to provide a holistic approach to financial well-being. Recognized as one of the best places to work for over a decade, they value work-life balance, professional growth, and community impact. This role supports a fast-paced wealth management environment, focusing on operational functions that ensure smooth client onboarding, cash movement, account servicing, and trade execution. The ideal candidate brings a detail-oriented mindset and a proactive approach to supporting advisors and enhancing the client experience. Position Overview: • Open and maintain client accounts across custodial platforms and with external asset managers, • Act as a liaison between internal teams, custodians, and third-party investment managers, • Handle client-initiated transactions, including wires, deposits, and account transfers, • Process routine service requests in coordination with advisors and client needs, • Maintain and update portfolio accounting systems, including trade execution and account reconciliation, • Submit mutual fund and equity trades, • Ensure all records and documentation are maintained in line with regulatory standards, • Identify opportunities to improve internal workflows and enhance advisor support Preferred Qualifications: • Five years of experience in investment operations, ideally within a registered investment advisor or similar wealth management setting, • Bachelors degree required, • High attention to detail and strong organizational skills, • Proficiency with Microsoft Excel in a financial context, • Familiarity with financial platforms such as Salesforce, Tamarac (Reporting & Trading), or Portfolio Center is a plus, • Understanding of regulatory frameworks, including the Investment Advisers Act of 1940, • Ability to manage multiple priorities and meet deadlines efficiently, • Clear and professional communication skills, both written and verbal, • Service-minded attitude with a collaborative spirit, • Series 65 license preferred, though not required What makes this firm special: • Career Growth: Opportunities for professional development and clear career paths within the firm., • Collaborative Environment: Work alongside talented professionals in a supportive, team-focused culture., • Work-Life Balance: Our client prioritizes balance for their employees. After an initial onboarding period, this role will be hybrid (4 days in office, 1 day WFH) Compensation and Benefits: • Competitive compensation commensurate with experience, • 401(k) with Safe Harbor Match., • Four weeks of PTO starting immediately., • Annual cell phone allowance., • Medical coverage (90% of premiums are covered for both employees and dependents)., • HSA with annual employer contribution.

Job DescriptionCompany Description From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational projects covering the full spectrum of consultancy, project delivery and post-project operations. With offices located globally, you're never far away from our services. With over 22,000 specialists in more than 60 countries, we blend local knowledge with global insight to tackle challenges of any scale. Our team is dynamic, innovative and client-focused, supported by an inclusive and fun company culture. Our clients value our proactive approach, depth of expertise, integrity and the quality we deliver. As a result, our people get to enjoy working on some of the most exciting projects in the world. Job Description Turner & Townsend is seeking driven and detail-oriented Project Controls professionals to join our growing construction management team in the Phoenix, Arizona area. This is a hybrid role requiring both on-site and in-office presence as needed. It’s an exciting opportunity for construction professionals who are passionate about delivering excellence in cost and schedule management on large-scale, complex construction programs. The ideal candidate brings a strong background in project controls, with a particular focus on cost management, forecasting, and financial reporting, and thrives in a collaborative, fast-paced environment supporting high-tech and mission-critical projects. Responsibilities: • Ensure monthly progress tracking and reporting across all projects, maintaining accuracy and consistency in project controls data., • Report on milestones, planned value, earned value, and percent complete, and provide detailed project commentary., • Attend project status meetings to report on major material status and update forecasts and schedules based on progress discussions., • Summarize project performance metrics and provide strategic recommendations to project teams and leadership to resolve project controls challenges., • Develop, monitor, and update the owner’s Integrated Master Schedule (IMS)., • Serve as a trusted advisor to project stakeholders, offering guidance and recommendations throughout the project lifecycle., • Collaborate with project managers and contractors to maintain schedule integrity and alignment with project goals., • Track and review change orders in coordination with project and cost management teams., • Produce monthly cost and schedule reports for internal and client stakeholders., • Support contract administration, including retention, terms and conditions, insurance, allowances, contingency, and incentives., • Prepare baseline schedules and schedule basis documents for team approval., • Conduct schedule resource loading and leveling, and consolidate contractor schedules into the IMS., • Assess impacts to critical and near-critical paths and communicate findings to the project team., • Monitor schedule deviations and variances, and support the development of corrective action plans., • Facilitate regular schedule reviews with project teams to ensure timely and accurate data integration., • Lead interactive planning sessions and quantitative risk assessments as needed., • Maintain records of scope changes, trends, and variances affecting cost and schedule performance., • Maintain strong communication with clients and consultants at all stages of the project., • Implement best practices in project controls and contribute to continuous improvement efforts., • Experience supporting semiconductor, high-tech manufacturing, data center, or mission-critical clients is highly desirable., • Proven track record on construction projects or programs valued at $1B+., • Strong cost management experience, including budget development, cost forecasting, variance analysis, and financial reporting., • Proficiency with tools such as Microsoft Power BI, SAP Financial & CPM, Hexagon Ecosys, and Oracle Primavera Unifier., • Familiarity with earned value management (EVM) and cost performance metrics is a plus., • Certifications in Power BI, PMP, Six Sigma, or related areas are beneficial.Qualifications, • Bachelor’s degree in construction management, cost management, quantity surveying, engineering, accounting, finance, or a related field., • Graduate degree in quantity surveying, cost management, construction management, or engineering is preferred., • Minimum of 8 years of construction experience, including a project controls role within the construction industry., • Strong proficiency in project management software (e.g., Primavera P6, Microsoft Project) and advanced Excel skills for data analysis and reporting., • Deep understanding of project control principles, including schedule development, cost control, risk management, and performance measurement., • Excellent analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights., • Strong communication and interpersonal skills to collaborate effectively with multidisciplinary teams and stakeholders., • Ability to manage multiple priorities and meet deadlines in a dynamic project environment., • Knowledge of industry standards, regulatory requirements, and compliance frameworks relevant to large-scale construction projects., • Demonstrated leadership and the ability to influence project teams toward achieving project control objectives. Additional Information Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV’s will be treated as a direct application. All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn

Job Description Financial services professional: Consider a career where you run your own business. Are you looking for a new career where you can help others while maintaining the flexibility to enjoy your own life? If you have an entrepreneurial spirit and a strong desire to help others, a career as a financial professional will let you use your talents every day. As a financial professional, you’ll start your own business helping individuals, business executives and their employees to build, protect, and advance their financial well-being. You’ll join our team but control how you work and run your business. Our team will help you launch your business through professional support and personalized development. You’ll start with a base salary, expense allowance, and the ability to earn sales-based compensation. Over time you’ll transition to an independent contracted financial professional, supported by the Principal® Financial Network. We’ll support you every step of the way. • Resources to develop your business plan, • Local market development plus access to national market opportunities, • Open architecture and the independence to build your business, • Digital marketing platforms, • Competitive benefits & competitive compensation, • Cutting-edge technology, • Relationships within your community, • The drive to build your own business, • A desire to help others achieve success, • Bachelor’s degree preferred or 5 years of related full-time work experience such as sales, sales management, leadership, education or coaching, financial services, or military service, • Life and health insurance license Principal Financial Network is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®. We help individuals, businesses, and their employees build, protect, and advance their financial well-being. Principal Financial Group® (Nasdaq: PFG) is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business, and build a diverse, inclusive workforce. To learn more about us, please review our company profile. *License and registrations must be obtained prior to start date Contracting with the Principal Financial Group is contingent upon completion of a thorough criminal, credit check and licensing if applicable. This position is subject to SEC restrictions on personal political contributions. Principal® is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion or religious creed, sex, gender, gender identity, gender expression, pregnancy, national origin, ancestry, citizenship status, mental or physical disability, medical condition, genetic information or characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, or any other characteristic protected by law. We also prohibit harassment on these bases. Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC . Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392. CD1745 | 3604976-062024 | ©2024 Principal Financial Services, Inc.

Job Description Controller Phoenix, Arizona Are you a hands-on accounting expert who thrives in an entrepreneurial environment? Our client is a growing enterprise with multiple operating entities, seeking a highly skilledControllerto oversee and elevate all aspects of their financial operations. This is a vital role that ensures the owner and leadership team are equipped with accurate, timely financial insight to drive strong decision-making across the business. As Controller, you will serve as both a financial steward and strategic advisor, responsible for the day-to-day accounting functions while providing big-picture financial clarity. Youll own reporting processes and serve as the central hub for financial activity across all locations. If youre energized by accuracy, process improvement, and having a front-row seat to leadership decision-making, this role is for you. Responsibilities Financial Oversight & Reporting • Provide timely, detailed reporting to support the owner in making confident business decisions, • Reconcile general ledger accounts, accounts receivable, and bank accounts monthly, • Prepare and post journal entries for all entities, • Perform monthly cost of sales reconciliations and deferred sales entries, • Manage intercompany transactions and eliminating entries for consolidated financials, • Conduct quarterly corporate merchandise inventories and property reconciliation, • Prepare and distribute monthly AR reports and lead AR collection efforts Cash & Treasury Management • Oversee all aspects of cash flow management, • Handle bank reconciliations and maintain covenant compliance reporting, • Serve as liaison with banking partners; prepare financial packages for underwriting and loans, • Oversee all owner distributions and support insurance underwriting requirements Accounts Payable & Invoicing • Review, code, and approve vendor invoices for timely weekly check runs, • Supervise DECA invoicing process, • Reconcile company credit card transactions, • Approve and code all benefits-related invoicing Payroll & HR Accounting • Approve payroll and manage accruals for PTO and sick time, • Prepare management overtime reporting, • Administer medical reimbursement program, • Oversee 401(k) plan contributions, compliance testing, and Form 5500 filing, • Liaise with external payroll providers, auditors, and third-party administrators Tax & Regulatory Compliance • Prepare sales tax filings across multiple locations, • Handle personal property tax filings and respond to census requests, • Coordinate with CPA firm on tax returns, quarterly estimates, and audits, • Prepare IRS Form 720 for self-funded medical insurance, • Manage annual workers compensation payroll audit, • Oversee all licensing and Arizona Corporation Commission renewals Systems & Tools • Reconcile accounting system data with Computer Management Systems (CMS), • Ensure QuickBooks Enterprise is used to its full capacity, • Build and maintain Excel-based financial models and reporting tools, • Ensure merchant account and membership compliance Legal & Governance • Serve as liaison to attorney for corporate minutes, • Support annual licensing, renewals, and documentation across all jurisdictions Requirements: • Bachelors degree in accounting, Finance, or related field, • Minimum 5 years of full-scope accounting experience, ideally in a multi-entity environment, • Strong proficiency withQuickBooks EnterpriseandExcel(pivot tables, financial modeling, etc.), • Meticulous attention to detail, high integrity, and exceptional organizational skills, • Proven ability to manage multiple responsibilities and deadlines, • Comfortable being the financial go-to for both strategic and tactical needs, • Experience working with external auditors, CPAs, and legal counsel preferred, • Knowledge of sales tax, payroll, benefits accounting, and 401(k) administration

Job DescriptionSet a new course for your career from the comfort of your home. Beacon National Agency is searching for a dynamic Remote Inside Sales Associate to join our growing team. This isn’t just a job, it’s an opportunity to build a fulfilling career by guiding clients toward financial security, all while enjoying the ultimate freedom of working from home. If you’re a self-starter who thrives on building genuine connections, we invite you to apply. What You'll Do As a key member of our remote team, you will act as a trusted advisor to clients. Your responsibilities will include: • Engaging Pre-Qualified Leads: Connect with individuals and families who are actively seeking financial solutions, all without the need for cold calling., • Understanding Needs: Listen to clients to truly grasp their financial goals and concerns., • Presenting Solutions: Explain and present our suite of financial products, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through phone and Zoom., • Managing Client Relationships: Guide clients smoothly through the sales process, ensuring a positive experience from start to finish.Why You’ll Succeed With Us, • Flexibility: Design a work-from-home schedule that fits your life and needs., • Uncapped Earning Potential: Your dedication directly impacts your income with our attractive commission-based structure.Robust Support: We provide comprehensive training, modern tools, and dedicated mentorship to help you thrive., • Collaborative Environment: Even though you’ll be working remotely, you’ll be part of a supportive and connected team.Who We're Looking For:, • Exceptional communicators, skilled at building rapport over the phone and video calls., • Highly motivated and disciplined, capable of managing their own time and workload., • Passionate about helping others and committed to providing excellent service.Important: This is an independent contractor (1099) position. All compensation is commission-based.

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR i1PvheOLbd

Job Description Are you a licensed life insurance agent ready to expand your impact and elevate your career? At Texas National Financial Group (TNFG), we work with agents who’ve already built a foundation and are now looking to grow — not just in income, but in scope. Through our partnership with National Life Group, we provide the platform, mentorship, and resources to help you evolve into a full-service financial advisor. Whether your goal is to add advanced markets, integrate retirement planning, or prepare for securities registration, we help experienced professionals make that transition intentionally and with confidence. This is a strategic next step for those who want to offer more value to clients — and build a business that lasts. This role requires occasional in-office presence. Candidates must be local to Phoenix, AZ. Compensation: $73,000 – $126,000+ Performance-based Responsibilities: WHAT YOU’LL DO: • Work your network and community to identify client needs, • Provide goal-based life insurance and protection solutions, • Deliver expert guidance through applications, underwriting, and follow-ups, • Deepen client relationships and expand into broader planning conversations, • Leverage our internal support and mentorship to grow your business, • Prepare for and pursue your securities registrations with our sponsorship YOUR CAREER ROADMAP: We help licensed professionals transition from insurance to full-service advisory: • Build on Your License – Hit the ground running with sales support and mentorship, • Sharpen Your Skills – Access coaching to elevate prospecting and closing, • Expand Your Offerings – Prepare for Series 6, 63, 65, or 7/66 with our backing, • Become an Advisor – Offer investments, retirement planning, and more, • Lead and Grow – Build your team and coach the next generation WHAT WE OFFER: • Upside commission-based compensation, • Bonus structures, team incentives, and paid training, • Sponsorship for securities exams and registrations, • Flexible work model: hybrid, remote, or in-office, • Health, dental, and retirement benefits are available, • Already licensed in life insurance (Texas or other), • Ready to level up your income, expertise, and impact, • Interested in expanding into investments and financial advisory, • Entrepreneurial with a drive for growth and long-term vision, • Looking for a team culture with strong support and flexibility About Company At Texas National Financial Group, we’re not your typical financial firm—and we don’t plan to be. We’re a mission-driven, people-first agency powered by a bold vision: to protect what matters, build meaningful wealth, and elevate the advisor experience from the inside out. With deep partnerships across insurance and investment platforms—including our strategic alliance with National Life Group—we offer the tools, mentorship, and infrastructure to help agents, advisors, and leaders grow with purpose. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter. Whether you’re here to start your path or expand your reach, TNFG is where values meet velocity—and where great advisors get better.

Job Description About Company: MISSION STATEMENT Our school’s mission is to provide a quality educational system to prepare students to pass the state board examination and gain entry level employment within their chosen field of study. We are passionately committed to providing a solid educational foundation to empower our team in the pursuit of excellence and we strongly believe that when people come first, success will follow. "Our purpose: To develop technically strong professionals who have been given the skill set to be successful in the industry. " About the Role: The Admissions Advisor will provide information to potential students and their families about the admissions process, the admission requirements, the available programs of study, and the school and its facilities and resources. The Admissions Advisor is responsible to schedule both in-person and virtual meetings to facilitate tours of the school facility. He or she assists with organizing and participates in recruitment events, such as the National Open House and high school career fairs. He or she is responsible for developing and delivering enrollment and financial aid training via virtual and/or on-site, in-person events to support ongoing training efforts. A successful candidate will have strong communication and presentation skills to ensure that prior to a prospective student’s commitment to enroll, the prospective student fully understands the requirements for admission, realizes the program expectations, and has complete and accurate information about available resources. He or she must also have an unwavering commitment to providing exceptional customer service, following the law, and abiding by diversity, equity, and inclusion policies. Minimum Qualifications: • At least 5 years of experience in admissions or enrollment management within an educational setting., • High school diploma or equivalent (Associate’s or Bachelor’s degree preferred)., • Experience in admissions, sales, customer service, or a related field., • Strong interpersonal and communication skills with the ability to connect with diverse individuals., • Ability to multitask and work in a fast-paced environment., • Passion for the beauty industry and helping students achieve their goals., • Proficiency in Microsoft Office and CRM software is a plus., • Conducts and leads tours for prospective students and their families, • Understands and follows all policies and procedures, • Understands and follows the lead management workflow and admissions process, • Knows and understands the school’s educational programs, • Provides prospective students and their families with appropriate, accurate, timely, and clear information Attends daily and weekly Team Huddle, Town Hall, and staff trainings, • Conducts professional development training for current students, • Updates and manages the lead database in the CRM, • Follows up with prospective students via phone, text, and email, • Follows communication procedures, guidelines, and policies, • Works with teams to promote best practices, • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community, • Ability to develop and deliver presentations, • Ability to communicate effectively, both orally and in writing, • Knowledge of programs/services available to the students, • Knowledge of customer service standards and procedures, • Knowledge of community outreach practices, • Ability to process computer data and to format and generate reports, • Knowledge of student recruitment and retention issues, • Ability to interpret, adapt, and apply guidelines and procedures, • Ability to investigate and analyze information and draw conclusions, • Ability to work effectively with diverse populations, • Ability to evaluate student transcripts and/or records

Job Description We offer a hybrid work environment. Most US-based positions can also be performed remotely (any exceptions will be noted in the Minimum Qualifications below.) Our Mission: To actively connect people to their next great opportunity. Who We Are: ZipRecruiter is a leading online employment marketplace. Powered by AI-driven smart matching technology, the company actively connects millions of all-sized businesses and job seekers through innovative mobile, web, and email services, as well as through partnerships with the best job boards on the web. ZipRecruiter has the #1 rated job search app on iOS & Android. Summary: Responsible for the retention of ZipRecruiter customers by uncovering the root cause of concerns through deep discovery and working alongside the customer as a trusted partner and advisor to resolve them. This role strives to identify the core reason for customer account cancellations and proposes appropriate solutions to not only retain their business, but also create "happy churn" customers who are more likely to return in the future. Responsibilities: • Meets or exceeds established performance goals, including productivity and quality of activities., • Acts as a daily key contributor to the team Retention goal., • Minimizes revenue lost from canceled accounts., • Handles and processes all customer cancellation requests via phone and email., • Identifies areas of opportunity for optimizing results and improving customer satisfaction through effective discovery calls., • Develops strategies to resolve issues and retain customers., • 2-5 years of experience in Sales, Account Management, Customer Service, or Client Support., • Prior B2B experience preferredWorking knowledge of MS Office Suite (Word, Excel, and PPT), • Competitive salary, • Exceptional benefits package, • Flexible Vacation & Paid Time Off Depending on the position offered, equity, bonuses, commission, or other forms of compensation may also be provided as part of a total compensation package, in addition to a full range of medical, financial, and other benefits. ZipRecruiter is proud to be an equal opportunity employer and provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or genetics. Privacy Notice: For information about ZipRecruiter's collection and processing of job applicant personal data for this job, please see our Privacy Notice at:

Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Small Business Focus Tax Supervisor will oversee tax planning, compliance, and strategy for a portfolio of small business clients. A portion of the client base will be in the dental, medical, and veterinary industries. This role requires a strong focus on relationship management, acting as the primary point of contact for clients, addressing their tax concerns, and providing proactive tax advice tailored to their specific needs. The Tax Supervisor will review tax returns, ensure clients are compliant with tax regulations, and identify opportunities for tax savings. A key part of the role will involve building and maintaining long-term relationships with clients, offering personalized guidance, and ensuring exceptional service delivery. Strong communication and organizational skills are essential, ability to review basic bookkeeping work, along with a deep understanding of small business tax laws and strategies. Responsibilities Tax Compliance -Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the Rea’s tax quality control policies -Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate -Communicates with clients and Assurance any issues identified in tax accrual reviews -Plans and reviews the tax process and the procedures to be performed to include: • Budgeting and staffing, • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior, • Timely billing including management of identified out-of-scope activity and communication to client Research -Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis -Applies most Firm and professional standards for preparation of WTA (“Written Tax Advice”) and tax returns ASC 740-10 (FAS 109 and FIN 48) Tax Accruals -Correctly and proactively applies Firm policies, standards, and Rea’s tax quality control policies regarding FAS 109 and FIN 48 -Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them -Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10 -Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates -Utilizes and manages STS (specialized tax services), as needed Tax Consulting -Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes -Considers the applicability of CTS (core tax services) and STS consulting specialties for each client -Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client -Serves as a technical resource -Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”) -Provides effective assistance with exam support -Frames projects and issues for effective delegation to seniors and associates Tax Specialization -Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits -May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists Strategy Development -Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits -Reviews studies of tax implications and offers clients alternative courses of action -Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Supervisory Responsibilities -Supervises associates, senior associates and supervisors on all projects -Reviews work prepared by associates, senior associates and supervisors and provide review comments -Trains Associates, Seniors and Supervisors how to use all current software tools -Acts as a Career Advisor to associates, senior associates and supervisors -Schedules and manages workload of associates, senior associates and supervisors -Provides verbal and written performance feedback to associates, senior associates and supervisors Requirements -Superior verbal and written communication skills -Ability to effectively delegate work as needed -Strong analytical, research and critical thinking skills as well as decision-making skills -Capacity to work well in a team environment -Capable of developing and managing a team of tax professionals -Ability to compose written tax advice -Capable of effectively developing and maintaining client relationships -Pursue new business leads and build and maintain strong relationships with centers of influence -Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Education -Bachelors degree in Accounting or other relevant field required -Masters degree in Accounting beneficial, masters degree in taxation beneficial Experience -4 to 5 years of prior experience in taxation -Prior supervisory experience License/Certifications -CPA certification Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • 'Work From Anywhere' option, • Wellness Resources, • Four (4) weeks PTO, • Twelve (12) paid holidays, of which three (3) are floating holidays

Job Description Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet the customized financial goals of clients, and will also provide a complete and holistic approach to financial planning. Role Description The Financial Advisor is an experienced member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is a valuable partner in the success of the branch and the overall firm. The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot’s core values - Integrity, Service is Personal, One Team, Communication and Initiative - in all of the responsibilities listed below. This full-time role reports to their respective Branch Manager. Standard business hours at Moors & Cabot are Monday - Friday 8:30 AM to 5:00 PM EST. Moors & Cabot offers multiple flexible work arrangements for its employees: remote, hybrid and in-office. The role is eligible for any of these arrangements depending on proximity to a branch and needs, and must be located within the state of Arizona. Role Responsibilities * Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions * Build, maintain, and update client databases and financial plans * Perform research for client portfolios using various software tools * Stay current and informed by researching investment products and market trends * Utilize MoneyGuidePro in analyzing, drafting, and implementing financial plans based on client needs * Provide strategic advice and manage money to reflect client risk tolerance, income, expenses, and assets * Continuously monitor clients’ financial situations with detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries * Maintain and cultivate client relationships via approved mediums of communication * Create and prepare detailed portfolio reviews, security analysis, and client delivery presentations for meetings * Document and execute money moves - trades, deposits, ACH, wires, withdrawals, rollovers, etc. * Cultivate relationships with wholesalers * Utilize marketing and established business plans to increase book of business * Plan networking opportunities to foster client opportunities * Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise * Compliance, Operations, IT, Training Center, etc. * Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch Manager * Provide feedback and mentorship to assigned Client Associate(s) on a regular basis * Adhere to and keep up to date on Compliance and firm policies * Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements * Keep up-to-date with the latest tax regulations and industry trends * Be an active culture carrier and contribute to a positive team morale Key Measurements * Ability to meet annual production/revenue goals * Maintenance and growth of client relationships and book of business * Adherence to and limiting compliance risk and liability * Overall success and satisfaction of team, as applicable Minimum Requirements * 7+ years of relevant experience within Financial Services * Portable book of business * FINRA SIE, Series 7 and 66 (63/65) * Bachelor’s Degree or higher in Business, Finance, or related field * A passion for financial markets * Strong understanding of financial planning, portfolio management, and fiduciary investing concepts * Prior experience with Financial Planning software * Confident in using Microsoft Office Suite and Google Suite applications * Comfortable taking initiative and being part of a team environment * Ability to sit for long periods of time and lift up to 10 pounds Preferred Requirements * Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products. Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS. Benefits * Total Rewards Benefits Package: * Medical, Dental & Vision * Short Term Disability & Long Term Disability, Employer paid Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents * 401k plans * Flexible Spending Accounts * Critical Illness & Accident insurance * Employee Discount Programs * Employee Assistance Programs * Identity Theft Protection Insurance * PTO: Unlimited * Flexible Work Schedule

Job DescriptionThe Opportunity: Senior Staff AccountantSend resumes to: you ready to take your career to the next level with a prestigious and highly-awarded law firm known for its excellence, integrity, and financial acumen? We are seeking an exceptional Senior Staff Accountant to join our elite Accounting Department. This is a rare opportunity to contribute to the financial stability and strategic vision of a firm that has set the standard in the legal industry. This is more than a job—it is an opportunity to shape the financial future of a renowned law firm that has built its reputation on excellence. You will be part of a dynamic team that values precision, innovation, and strategic financial leadership. In return, we offer: • Top-Tier Medical, Dental, Vision, 401(k), etc., • Competitive Base Salary & Employee Perks, • Stable and Consistent Environment (Strong Retention), • A prestigious and intellectually stimulating work environment, • The opportunity to collaborate with top-tier legal professionals, • Competitive compensation and comprehensive benefits, • A culture of excellence where your financial expertise will be valued and rewardedIn this pivotal role, you will oversee financial operations with the utmost discretion, ensuring the firm’s compliance with all regulations while delivering insightful financial analysis that supports strategic decision-making. As a Senior Staff Accountant, you will be a trusted advisor to firm leadership, responsible for safeguarding and optimizing the firm's financial health through meticulous oversight and strategic foresight. If you thrive in a fast-paced, intellectually stimulating environment and possess the sophistication, precision, and expertise required to manage complex financial operations within a law firm, we invite you to apply. Key Responsibilities, • Overseeing all state and federal tax filings, ensuring full regulatory compliance., • Preparing and filing timely and accurate financial statements., • Managing accounts payable and receivable, maintaining the firm's financial integrity., • Conducting risk analysis to assess operational, compliance, and reputational exposure., • Representing the Accounting Department at board meetings, providing financial insights., • Strengthening and monitoring the firm’s credit, liquidity, and financial integrity., • Preparing and distributing financial reports, productivity statements, and performance evaluations., • Managing and reconciling all IOTA transactions, ensuring strict adherence to legal standards., • Overseeing bank reconciliations, journal entries, payroll processing, and month-end reporting., • Analyzing past financial performance, forecasting future performance, and determining firm equity valuation., • Liaising with external CPA firms and auditors to ensure compliance and accuracy., • Collaborating with attorneys to provide clear and concise financial insights., • Leading annual financial audits, ensuring transparency, accuracy, and adherence to best practices., • Executing and maintaining the firm’s budget, supporting strategic financial planning., • Investigating potential financial violations, enforcing corrective protocols, and upholding regulatory integrity., • Working collaboratively with the Accounting Department in a team-oriented, results-driven environment.Required Qualifications, • Exceptional command of financial regulations, procedures, and policies, particularly within a law firm setting., • Education: Bachelor’s degree in Accounting or Finance required; Master’s degree preferred., • Minimum of three years of IOTA experience in a legal or professional services environment., • Technical Expertise: Advanced proficiency in Microsoft Excel; experience with payroll processing., • Regulatory Mastery: Strong understanding of financial compliance at all levels of government., • Analytical Acumen: Ability to perform financial audits, strategic forecasting, and risk assessments., • CPA certification preferred but not required

Job DescriptionDescription: DUTIES AND RESPONSIBILITIES The Director of Finance is a highly responsible executive position that directs and oversees all finance and accounting operations and reporting, and key administrative and strategic functions. The Director of Finance reports to the Executive Director and has regular interaction with the ACC Board, Finance Committee, department heads, major contractors, HOA managers/Board members, and Anthem residents. Of critical importance is the Director of Finance’s capacity to bring a positive, collaborative, and solution-oriented leadership style to the Finance Department and organization. ESSENTIAL FUNCTIONS • Serve as a member of the executive management team of the organization including strategic direction, culture setting, decision making, and working with the board of directors, as necessary., • Lives according to and promotes the Anthem Community Council’s values., • Provide support to other directors of the Executive Management Team as needed, support other staff members with the information they need to execute their respective assignments, and provide constituents such as residents, board members, and advisors with the information they require., • Supervise and manage the workload and staffing for all finance/accounting staff with their daily duties and assignments, performance management, attendance, and all matters relating to their successful employment within the finance department. Evaluate employees, their workload, skills, and abilities. Provide opportunities for personal development for employees., • Supervise and/or execute the day-to-day functions of accounting including accounts payable, accounts receivable, general ledger, financial statements, banking, reconciliations, internal controls, audit, etc. Provide accurate monthly, quarterly, and annual reporting as required and necessary., • Provide support, manage the process, and implement the annual budget., • Supervise and/or manage all the cash and investments of the organization including banking relationships, financial advisor relationships, investment accounts, reserve accounts, risk management funds, etc. to minimize risk and maximize low risk return., • Manage the process of collections of assessments from residents., • Manage the process of resale and disclosures when properties exchange owners., • Document, manage, and develop all the internal and external processes for day-to-day transactions of the ACC. Additionally process HOA- related assessment payments., • Represent the organization for risk management and organizational insurance. Negotiate policies with insurance carriers for general liability, directors and officers, fraud, tanks, marine inland, etc. to protect the organization., • Manage all payment systems including electronic payments, ACH, credit/debit cards, checks, cash, etc. in a secure and accurate manner for the benefit of the organization., • Coordinate efforts with the Information Technology staff and oversee IT implementation specifically related to the finance and accounting software as necessary to maintain security, efficiency, accessibility as necessary to keep the systems working appropriately and securely. This includes decision making relative to the vendors used, systems selected, and interactions required for a “seamless” and accurate IT infrastructure., • Responsible for physical asset recordkeeping. This includes keeping records on acquisition, maintenance, and disposition in the normal course of business. Also includes managing the reserves fund, enhancements fund, and the foundation., • Organize and manage any type of project related to finance, accounting, etc. as directed by the Executive Director. Some projects may be self-directed, others put forth by the Executive Director., • Adhere to GAAP, FASB, Fund accounting, and other industry-standard finance and accounting practices. Requirements: QUALIFICATIONS • Education: Minimum BS degree in accounting, finance, economics, or related field. MBA or similar graduate degree and advanced certifications in finance and accounting preferred (CPA, CMA, etc.)., • Experience: Minimum of five (5) years (10 plus years preferred) of progressively responsible financial management experience, including management position with supervisory responsibilities and oversight of complex accounting and finance operations. Substantive experience with all senior-level Financial Management responsibilities, as noted in the above profile, is ideal. Financial management experience with local government or nonprofit community management associations similar to the Anthem Community Council is desirable., • Knowledge, Skills, and Abilities: The Director of Finance must have exceptional knowledge of GAAP, and finance and business management principles and best practices; exceptional analytical and communication skills to analyze and present complex financial matters; advanced Excel skills and strong proficiency in Outlook and Word; and accrual-based fund accounting expertise. A working knowledge of Caliber, Village Management or similar HOA management software is desirable. In order to succeed in this critical leadership role, the following attributes are necessary: an open and participatory management style; the ability to manage multiple priorities and meet deadlines; strong negotiation and report writing skills; and a passion for teamwork, staff development and knowledge transfer. ESSENTIAL PHYSICAL REQUIREMENTS • Must be physically and intellectually capable of operating a personal computer, printer, phone, and various other routine business equipment items., • Ability to see well enough to read faint or partially obscured writing or printing., • Must be able to speak, read and write English so that various types of communication may be conducted with people of various levels of education and capabilities both in-person and over the phone., • Perform physical activities (possibly for extended periods of time) that require considerable use of your arms and legs and move your whole body, with a full range of motions including walking, sitting, standing, stooping, kneeling, reaching, pushing, pulling, twisting, bending, lifting, and carrying., • Position requires the ability to exert a minimal force of up to 20 pounds and occasionally up to 60 pounds force to move or lift objects., • Must be able to work efficiently on more than one assignment at a time with frequent interruptions, changes, and delays., • Must remain alert to working conditions and safety, health, and environmental concerns., • Must be able to work effectively with a positive attitude and demeanor in an environment which may be stressful due to the nature of the position. Official hours are Monday through Friday 8:00a.m. to 5:00 p.m. Must also be available to be flexible and work additional hours to ensure proper execution of job responsibilities including attending Board of Director meetings, committee meetings, external meetings, special events, and non-traditional hours handling priority or emergency communications

Job DescriptionDescription: We are seeking a highly experienced and licensed Civil Engineer to join our team as a Senior Project Manager/Practice Lead. The ideal candidate will have more than 10 years of hands-on experience in the civil engineering field, with a strong technical background in land development projects. This individual should be adept at leading and mentoring teams of engineers, possess exceptional client relationship management skills, and have a proven track record in business development. Project Leadership: • Provide strategic leadership in the planning, design, and execution of complex land development projects., • Oversee and manage project teams, ensuring the successful delivery of high-quality engineering solutions while adhering to plans, schedules, timelines, and budgets., • Coordinate with various support staff, municipalities, and clients to ensure accurate and timely information flow., • Leverage experience and practical engineering skills to expertly supervise, direct, and/or perform site grading and drainage, roadway and utility design, and structural design., • Perform all duties in strict adherence to local, state, federal, and international building codes, guidelines, and best practices to ensure that every project complies with safety and environmental standards., • Analyze and implement best practices in engineering design utilizing advanced computer aided drafting software and mapping, including but not limited to Civil3D and GIS., • Contribute to the solution-+oriented culture of SEG by thinking critically to solve challenging engineering problems., • Lead and mentor a team of engineers, fostering a collaborative and innovative work environment., • Cultivate and maintain strong relationships with clients through effective communication, understanding their needs, and delivering solutions that exceed expectations., • Identify and pursue new business opportunities, contributing to the growth and expansion of the firm., • Collaborate with business development teams to prepare proposals, participate in client presentations, and win new projects.Requirements: Requirements • Bachelor’s degree in civil engineering from an ABET-accredited program. Advanced degree (Master's or MBA) is highly desirable., • Professional Engineering (PE) license required., • Minimum of 10 years of progressive experience in civil engineering, with a focus on land development projects., • Proven track record of successfully leading and managing engineering teams., • Exceptional technical expertise in civil engineering principles, design practices, construction methods, and local regulations., • Strong client relationship management skills with a demonstrated ability to understand and fulfill client needs., • Experience in business development, including proposal preparation, client presentations, and successful project acquisition., • Business Acumen: Strong understanding of business development, financial management, and strategic planning., • Excellent communication and interpersonal skills., • Communication and Presentation: Excellent written and verbal communication skills, including the ability to deliver persuasive presentations to clients and stakeholders., • Leadership and People Management: Demonstrated ability to inspire, motivate, and develop a team of engineers., • Problem-solving and Decision-making: Strong analytical, problem-solving, and decision-making abilities in complex project environments.

Job DescriptionBenefits: • Dental insurance, • Employee discounts, • Free uniforms, • Health insurance Customer Service Prioritize customers in every interaction, striving to exceed their expectations. Maintain a positive atmospherefind ways to accommodate customers and ensure their satisfaction. Adhere to Meineke procedures for welcoming customers, gathering information, explaining the inspection process, and obtaining signed work orders before commencing any work. Educate customers on inspection results, communicate the benefits and value of any necessary work, answer questions, and perform needed repairs according to Meineke protocols. Follow Meineke procedures for customer check-out, including reviewing work done, seeking feedback, scheduling follow-ups, and informing customers about the CSI program. Proactively communicate with customers throughout their visits, keeping them informed and managing issues as they arise. Aim to achieve a 70% email collection rate. Sales Meet weekly and monthly personal sales targets. Contribute to the overall center sales goals. Conduct role-playing presentations with team members before presenting to customers. Phone Procedures Always adhere to Meineke phone procedures, including daily role-playing to maintain skills. Regularly review recorded calls to identify areas for improvement. Assist in training and role-playing with other team members as needed, helping others stay proficient. Building Estimates Possess comprehensive knowledge of Mkey to efficiently build complete repair tickets. Utilize Job Builder, sales packages, and ISE to construct thorough estimates for all work recommended by technicians. Prepare complete repairs, incorporating all relevant parts, services, accessories, and labor to protect the customer's investment and ensure proper vehicle system functionality. Order parts from approved vendors promptly, track arrival, and verify with technicians to ensure accuracy. Assign invoices to the correct RO numbers. Ensure full documentation on every ticket, including inspection sheets, estimates, work orders, final invoices, battery test forms, etc. Center Upkeep Work proactively to maintain a clean, comfortable, and professional center image at all times. Assist with regular center maintenance as needed. Manage cores, returns, inventory deliveries, and other upkeep tasks as requested. Perform closing duties as required, including closing the day in Mkey, bank deposits, cash audits, etc. Teamwork Be a team player and help others achieve their goals. Take initiative on tasks that need to be done without waiting to be asked. Train and teach new team members as necessary. Contribute to a positive and productive team environment. Additional Duties Follow all center policies and procedures. Perform any additional tasks as requested. Lead Service Advisor Responsibilities (Everything above plus below duties) Assist the Shop Manager with back-office and financial tasks, including maintaining accurate daily records of customer transactions and daily center business, ensuring easy access at any time. Track cores, returns, labor warranty claims, and other vendor financials daily to ensure accuracy and manage margins. Resolve any outstanding customer issues or complaints satisfactorily. Manage the daily customer callback process to ensure calls are being made and appointments are being set. Monitor online reviews and Meineke CSI scores regularly; follow up on outstanding issues and train team members on areas for improvement. Assist the Lead Technician in ensuring the shop runs efficiently.

Job Description Position Title: Practice Manager, Advisor Business Development Reports to: Director, Advisor Business Development Department: Sales Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ Classification: Full-time; Exempt Summary / Job Objective: The Practice Manager (PM) is responsible for leading a virtual and onsite discovery process through creation of an advisor specific Value Creation Plan for Simplicity’s top advisors. Through every interaction the Practice Manager is focused on helping great advisors become confident business owners. PM compliments Advisor Development Consultants (ADCs) to win, grow and retain strategies for their growth minded advisors. PM identifies top line growth and operational efficiencies, research, analyze and propose prioritized recommendations and manage all aspects of strategy execution plan delivery. Primary Responsibilities: · Lead discovery, evaluation, education and execution phases to: • Identify advisor goals, mission and observations around marketing, sales, operations, • Deliver valuable insights through strengths, weaknesses, opportunities and threats, • Prioritize incremental improvements that are actionable, resourced and measured · Track hours, meet practice management goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · Minimum three years of financial services practice management/business consulting experience · Proficient in Microsoft Outlook, PowerPoint, Word and Excel with accurate typing skills · Some travel required – up to 30% · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Ability to present in front of advisors and their teams, internal and external groups · Ability to ask probing questions to identify core, not surface level challenges · Highly developed listening and verbal reasoning skills · Ability to create professional materials, presentations and content · Ensures that task and project updates and communicated effectively · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people oriented and highly collaborative · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $70,000 - $85,000, • Bonus opportunities, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description ENTRY-LEVEL OPPORTUNITY – CAREER TRACK TO FINANCIAL ADVISOR We’re seeking motivated, coachable individuals ready to launch a professional career — no prior experience in insurance or finance required. This is a structured opportunity to grow into a full-service financial advisor, starting with life insurance and expanding into financial planning and investment solutions. You’ll receive hands-on training, mentorship, and access to tools that set you up for long-term success. If you're driven to learn, help others, and build a future in financial services, this role offers a strong foundation with a clear path forward. This is more than a job — it’s a professional launchpad with real growth potential. This position requires occasional in-office presence. Candidates must be local to Phoenix, AZ. Compensation: $50,000 – $90,000+ Performance-based Responsibilities: What You’ll Do: • Learn how to connect with individuals and families—and make a real impact, • Lead meaningful conversations to uncover financial goals and needs, • Help clients secure personalized life insurance and protection plans, • Get step-by-step training in prospecting, client communication, and closing, • Start your journey toward becoming a licensed advisor—with full support, • No experience? No problem — we’ll walk with you through it., • You’re motivated, ambitious, and ready to grow, • You care about helping others and making a difference, • You want freedom, flexibility, and a career with purpose, • You’re excited to earn while you learn and build something meaningful Compensation & Perks: • Sponsorship for life insurance licensing and securities exams, • Commission-based compensation (upside on earnings), • Team bonuses, contests, and incentive trips, • Health, dental, and retirement benefits are available, • Hybrid or remote options are available, • Strong mentorship and career support Your Career Roadmap: We’ve helped countless new agents go from zero to full-service financial advisors. Here’s how it works: • Start with Licensing – We’ll guide and sponsor your Life Insurance license, • Learn the Basics – Training on prospecting, sales, and client conversations, • Financial Education – Prep and support to pursue Series 6, 63, 65, or 7/66, • Advisory Certification – Transition into a fully registered financial advisor, • Grow Your Impact – Build a team, coach others, and become a leader APPLY TODAY. No experience? No problem. Let’s build something big — together. Submit your resume today to explore the opportunity to grow with a team that’s invested in you, not just your sales. About Company At Texas National Financial Group, we’re not your typical financial firm—and we don’t plan to be. We’re a mission-driven, people-first agency powered by a bold vision: to protect what matters, build meaningful wealth, and elevate the advisor experience from the inside out. With deep partnerships across insurance and investment platforms—including our strategic alliance with National Life Group—we offer the tools, mentorship, and infrastructure to help agents, advisors, and leaders grow with purpose. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter. Whether you’re here to start your path or expand your reach, TNFG is where values meet velocity—and where great advisors get better.

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Location: Flexible / Hybrid • Employment Type: Independent ContractorWhy Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR sfPG60wHSi

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 DescriptionDescription: Job Title: Practice Leader/ Senior Project Manager Department: Residential Location: Phoenix, Arizona Reports To: CEO Description We are seeking a highly experienced and licensed Civil Engineer to join our team as a Residential Practice Leader/ Senior Project Manager. The ideal candidate will have more than 10 years of hands-on experience in the civil engineering field, with a strong technical background in Residential projects. This individual should be adept at leading and mentoring teams of engineers, possess exceptional client relationship management skills, and have a proven track record in business development. Project Leadership: • Provide strategic leadership in the planning, design, and execution of complex Residential projects., • Oversee and manage project teams, ensuring the successful delivery of high-quality engineering solutions while adhering to plans, schedules, timelines, and budgets., • Coordinate with various support staff, municipalities, and clients to ensure accurate and timely information flow., • Serve as the primary point of contact for clients, ensuring their needs and expectations are met throughout the project lifecycle. Technical Expertise: • Leverage experience and practical engineering skills to expertly supervise, direct, and/or perform site grading and drainage, roadway and utility design, and structural design., • Perform all duties in strict adherence to local, state, federal, and international building codes, guidelines, and best practices to ensure that every project complies with safety and environmental standards., • Analyze and implement best practices in engineering design utilizing advanced computer aided drafting software and mapping, including but not limited to Civil3D and GIS., • Contribute to the solution-oriented culture of SEG by thinking critically to solve challenging engineering problems., • Stay abreast of industry trends and innovations, integrating new technologies into project workflows. Team Development: • Lead and mentor a team of engineers, fostering a collaborative and innovative work environment., • Provide guidance on technical challenges, professional development, and career advancement opportunities for team members. Client Relationship Management: • Cultivate and maintain strong relationships with clients through effective communication, understanding their needs, and delivering solutions that exceed expectations., • Identify and pursue new business opportunities, contributing to the growth and expansion of the firm., • Bachelor’s degree in civil engineering from an ABET-accredited program. Advanced degree (Master's or MBA) is highly desirable., • Professional Engineering (PE) license required., • Minimum of 10 years of progressive experience in civil engineering, with a focus on Residential projects., • Proven track record of successfully leading and managing engineering teams., • Exceptional technical expertise in civil engineering principles, design practices, construction methods, and local regulations., • Strong client relationship management skills with a demonstrated ability to understand and fulfill client needs., • Experience in business development, including proposal preparation, client presentations, and successful project acquisition., • Business Acumen: Strong understanding of business development, financial management, and strategic planning., • Excellent communication and interpersonal skills., • Communication and Presentation: Excellent written and verbal communication skills, including the ability to deliver persuasive presentations to clients and stakeholders., • Leadership and People Management: Demonstrated ability to inspire, motivate, and develop a team of engineers., • Problem-solving and Decision-making: Strong analytical, problem-solving, and decision-making abilities in complex project environments.Requirements:

Job DescriptionTITLE: PROJECT MANAGERWe are seeking a Project Manager in the Phoenix, Arizona metropolitan area to manage facilities engineering projects. The Project Manager is a Subject Matter Expert in construction, engineering, commissioning, and/or energy-related services and technology and will be responsible for the managerial direction and development of one or more programs under the supervision of the Facility Support Services Program Manager. The Project Manager will manage and interface with key clients and cultivate effective relationships with existing and potential stakeholders and partners to develop business, prepare proposals, negotiate contracts, and oversee the successful delivery of projects. This position works collaboratively with the Program Manager and other Project Managers to ensure projects are aligned, and closely with leadership in the successful growth and management of the program, ensuring that financial goals and objectives are maximized.What does a typical day look like for the Project Manager? • Determines project objectives and requirements, • Organizes projects and develops standards and guidelines, • Monitors operational efficiencies and budgets and takes corrective action when needed, • Develops and refines industry-leading methodologies, tools, standards, and protocols, • Serves as the technical advisor and provides manager-level input and evaluation on projects, • Provides leadership to ensure projects and programs meet company and client expectations, • Ensures quality assurance and safety program is being implemented on all projects, • Functions as the lead in the development of new clients and large projects or programs, • Assists clients with vendor selection, • Assists with contract and negotiation process for contractors after selection, • Participates in the development and execution of budgets, sales and marketing plans, and other strategic tools, • Demonstrated knowledge of OSHA 1926 and EM-355-1-1 Safety procedures and documentation, • Reviews specification packages, design drawings, and independent government cost estimates for bid ability and constructability., • Analyzes results and provides recommendations., • Assists with preparing modification documents as requiredWhat qualifications do we look for?, • Bachelor’s degree in engineering or architecture from an accredited University or College., • A minimum of ten (10) years of experience managing construction projects worth at least $4M per year that span at least three (3 years)., • A minimum of five (5) years of experience managing Federally funded government construction projects., • Excellent communication skills, both written and oral, as well as customer service skills due to daily interaction with various levels of authority,We are extra impressed by:, • PMP certification., • Experience working on healthcare installations on facilities projects, maintenance, and operations., • Construction Documentation, Project Management, or other related certifications desired.

Assurance Advisor - Financial Services Office - Manager.

Operations and Compliance: The Financial Advisor is responsible for various operational tasks for their client sales and service activities such as processing paperwork, client account maintenance, processing transactions, system data entry, CRM updates and documentation, etc. The Financial Advisor

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Works

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrate a passion for e

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Build a book of business an

Recommends banking and investments strategies that align with client financial goals and needs. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Bank of America is committed to an in-office culture with specific requirem

Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. At Bank of America, we are guided by a common purpose to help make financial lives better through t

Primary City/State: Phoenix, Arizona Department Name: Legal Svcs-Corp Work Shift: Day Job Category: Legal Banner Health believes leadership matters. We value and celebrate through a rich culture of trust and belonging, with our leaders at the forefront of health care transformation. We are One Team committed to the future of Banner Health as an HRO-high reliability organization, with excellence and safety in healthcare delivery. The Senior Vice President, Legal Services will have oversight leading a team of legal professionals and responsible for the delivery of legal services for the Banner health enterprise. An advisor to the organization’s Senior Management on matters, perform direct legal services, serve as a role model to staff across the system and represent Banner in a positive manner, within and outside of the organization. Within Banner Health Corporate, you will have the opportunity to apply your unique experience and expertise in support of a nationally recognized healthcare leader. Your pay and benefits are important components of your journey at Banner Health. This opportunity includes the option to participate in a variety of health, financial, and security benefits. In addition, this position may be eligible for our Management Incentive Program as part of your Total Rewards package. Within Banner Health Corporate, you will have the opportunity to apply your unique experience and expertise in support of a nationally-recognized healthcare leader. We offer stimulating and rewarding careers in a wide array of disciplines. Whether your background is in Human Resources, Finance, Information Technology, Legal, Managed Care Programs or Public Relations, you'll find many options for contributing to our award-winning patient care. POSITION SUMMARY This position is responsible for providing leadership in the development, implementation, and oversight of standards, systems, policies, and procedures for the delivery of legal services for assigned areas of responsibility, in alignment and in furtherance of system strategic goals and ongoing operations, ensuring a collaborative, open, and inclusive work environment that is focused on quality of outcomes and superior client service orientation. This position serves as advisor to the organization’s senior management on matters related to assigned areas of responsibility. Monitors and oversees client services, stakeholder relations, legal department operations, performance and productivity, and financial performance of the legal department. Performs direct legal services in areas of assigned responsibility. This position is responsible for serving as a role model to staff across the system and representing Banner in a positive manner both within and outside the organization. CORE FUNCTIONS 1. Provides leadership in development, implementation, and oversight of system-wide/regional standards, programs, and/or systems for the delivery of legal services for assigned areas of responsibility in order to achieve desired and integrated strategic business initiatives, objectives, and outcomes in compliance with legal parameters., 2. Directs, supervises, and evaluates the work of legal department staff, including attorneys. Holds legal department staff accountable for achieving performance and productivity targets within budgetary parameters. Works with legal department staff to identify and resolve the most complex issues and problems impacting legal department services and operations. Develops staff to ensure continued professional growth and to provide the competencies the company needs to support its growth and long-term success. Articulates and demonstrates an expectation for continuous quality improvement utilizing processes that include consideration of all stakeholders. Fosters an environment that focuses on processes, outcomes and excellent client service. Monitors and oversees assigned performance and productivity, workload allocations across his or her team, and substantive quality of legal services provided by his or her team., 3. Builds and supports effective collegial relationships within the Legal Department and also with applicable internal clients and external organizations and stakeholders, ensuring and fostering a high level of collaboration in order to develop effective relationships, coordinate activities, review work, exchange information, and/or resolve problems. Promotes and models positive relationships among various entities., 4. Oversees the development, implementation, and consistent application of effective organizational policies and practices. Participates in maintaining an effective internal control environment within the legal department to ensure that assets are safeguarded, policies and operating procedures are followed, necessary controls are effective and efficient, proper compliance with existing laws and regulations achieved, and operations comply with the legal and regulatory parameters in which they operate., 5. Monitors legal developments in healthcare or general corporate environment to identify emerging risks to the company and new competencies to be developed within the legal department., 6. Helps provide oversight of development, performance and quality of contract management and review operations of the legal department. Directs the development and integration of new and innovative operations and/or services by providing leadership that maximizes legal department staff contributions and assures timely decision-making and execution of initiatives, projects and ongoing operations., 7. Participates in the evaluation, selection and oversight of outside counsel, monitors performance of outside counsel, participates in the management and maintenance of relationships with outside counsel, and provides specific direct oversight of outside counsel and coordination with internal parties for major litigation and transactional matters as assigned by the General Counsel., 8. Performs direct legal services in areas of assigned responsibility, including representation of Banner in negotiations, participates in document preparation and review, coordination with outside counsel and internal parties, and completion of transactions and other matters., 9. This position requires negotiation skills. Customers of this position are both internal and external, including leadership, staff, regulatory agencies, outside counsel, internal and external partners and the community. MINIMUM QUALIFICATIONS JD from an American Bar Association accredited school; admission to a state bar association (admission to the State Bar of Arizona is a post-employment requirement). At least twelve years of experience in the practice of law. Knowledge of operations of in-house legal departments or law firms, and management and supervisory responsibility, as normally obtained through progressively responsible managerial experience in in-house legal department, law firm operations, or both. Strong legal skills and experience, including first chair responsibility for significant matters. Strong financial and business acumen. Broad general knowledge of wide variety of substantive areas of the law likely to be encountered by a large and diverse integrated healthcare organization, including corporate governance, labor and employment, general contracting, antitrust, intellectual property, joint ventures, information technology and IT security, litigation procedures, and overall regulatory environment. Knowledge of budgeting and forecasting methodologies. Skilled in effectively engaging management level staff, employees, and stakeholders in order to build working relationships, achieve strategic and organizational goals; managing problems and situations where uncertainty is inherent; constructing new and innovative solutions for complex and varying problems and situations while approaching issues/problems by considering the larger perspective or context; mentoring and coaching management level staff (including attorneys) by providing open and honest feedback that results in enhanced performance outcomes; effectively allocating resources in order to accomplish organizational goals; quickly assessing and assimilating organizational and industry dynamics and overall healthcare legal environment in order to make appropriate decisions and act quickly on new initiatives. Leadership style and characteristics necessary to effectively perform in this role include: systems-thinker; innovative; critical thinker; strong analytical abilities; business acumen; collaborator; ability to work with teams; good listening; nonvolatile; values multiple disciplines; effective public speaker; ability to present legal issues effectively to a wide range of audiences with varying levels of sophistication; and passionate about continuous improvement and providing high quality service to our customers. PREFERRED QUALIFICATIONS Specialized knowledge of insurance and health law, including Stark, fraud and abuse, HIPAA, medical staff relationships, managed care contracting, provider networks and value-based care; specialized knowledge of Medicare and Medicaid. Transactional experience with mergers and acquisitions, joint ventures, and development of complex, long-term contractual relationships. Management responsibility for in-house law department operations, law firm (or law firm department) operations, or both. Additional related education and/or experience preferred. EEO Statement: EEO/Disabled/Veterans Our organization supports a drug-free work environment. Privacy Policy: Privacy Policy

Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. At Bank of America, you can build a successful career with opportunities to learn, grow, and make a

Job Description Position Title: Advisor Development Consultant (ADC) Reports to: Principal Partner Department: Sales Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ Classification: Full-time; Exempt Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Make proactive outbound sales calls to: o Recruit financial advisors o Train financial advisors on product solutions and marketing programs o Grow the financial advisor’s practice · Respond to inbound calls regarding product solutions, marketing programs and practice betterment services · Meet call activity expectations and monthly sales goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least three years of successful internal sales consultant results · Proficient in Microsoft Outlook, Word and Excel with accurate typing skills · Some travel may be required · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Effective prospecting and customer relationship skills · Ability to ask probing questions to qualify and close business · Persistent and flexible to overcome call reluctance · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people oriented and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $40,000, • Variable Compensation: min $30,000 - $40,000 in year 1 (based on experience), • Bonus opportunities, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.