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Job DescriptionDescription: JOB TITLE: Accounting Advisor STATUS: Non-Exempt/Hourly TYPE: On-Campus REPORTS TO: Regional Student Accounts Manager PURPOSE The Accounting Department is central to the fiscal performance of the Campus and is responsible for maintaining the overall health of all student accounts. This may include, but is not limited to, ensuring all student accounts are up-to-date, students are in good financial standing, any changes to a student’s account are communicated to the appropriate staff member(s), and all transactions have been correctly recorded in a timely fashion. The Accounting Advisor will work closely with the Campus’ Financial Aid and Admissions departments on current and new student accounts. The Accounting Advisor will also report to the Campus Director on the overall financial performance of the Campus. OVERALL JOB RESPONSIBILITIES • Maintain the accuracy of each individual student’s account, • Post quarterly tuition and fees in SIS for every student, • Collect and process the Registration Fee for all incoming students, • Create, review, and update monthly payment plans for current and new students, • Post student’s private payments in SIS, • Process payment reminders and delinquency notices, • Post late fees for student late payments, • Process accounting holds (placing students on academic hold for delinquent payments), • Coordinate accounting holds with IT department, • Monitor all past due payments and follow-up with current/previous students for collections via phone calls, text messages and emails, • Review, audit, and prepare delinquent accounts to submit to designated collection agencies before referring account to Corporate Office, • Process requests for living expenses, and credit balances, • Timely response and meetings for student questions and concerns, • Accounting financial clearance for externship students and graduates, • Process bank deposits, • Adhere to all State and Accrediting Agencies regulations, • Additional duties as assigned by the Accounting Manager and/or Campus Director OVERALL EDUCATION/QUALIFICATIONS/COMPETENCIES • A minimum of two years progressive administrative experience, • A minimum of one year accounting and/or collections experience, • Must have strong technical and analytical skills to successfully navigate numerous computer applications, internet research, and database management, • The ability to prioritize, multi-task, and meet deadlines through strong time management skills, • Must be able to work well under pressure while staying organized and can work flexible schedules as business needs dictate, • Ability to maintain the highly confidential nature of working with financial information, • Essential qualities: positive attitude, strong desire to help others, self-driven nature, confidence, and results-oriented, • Be able to effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly campus objectives, • Other necessary character traits include being a team player and having the ability to communicate effectively both verbally and written,, • Always behave in a professional manner in way of appearance, demeanor, and attitude, • Consistently display the highest levels of integrity in all that is done PHYSICAL REQUIREMENTS/ WORKING CONDITIONS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions • Must be able to remain in a stationary position for prolonged periods of time, • Can independently move objects up to 25 lbs., • Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motions, • Must have sufficient hearing and speaking ability to communicate in person or on the phone/computer with others Culture of Care is our commitment to create a supportive environment in which every student can achieve their educational and career goals. Culture of Care encourages one-on-one relationships. Creating a culture that focuses on the student and their wellness. This includes understanding the student's complex lives. It is about creating a school where everyone feels welcomed by: Creating a sense of community in all interactions and communications with students • Identifying problem areas and offering assistance, • Coordinates Student Services assistance as necessary, • Opening up safe conversations for cooperative solutions I have read the above Job Description and understand its contents. I further understand that this Job Description is not intended and should not be construed as an exhaustive list of all the responsibilities, skills, efforts, or physical requirements/working conditions associated with my job. I may be required to perform additional tasks necessary to meet standards of quality. I understand that my employment with Smith Chason College is on an “at-will” basis. Requirements:

Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service.With a culture rich in reinv

The Advisor Services Service Specialist supports Financial Advisors by providing fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients investment and financial planning needs. A successful Service Specialist in this pos

This emphasis is served by assigning the Wealth Management Advisor a manageable book where the advisor can build relationships that will help clients plan for their retirement and reduce surrenders. Performance Objectives: Build client and asset acquisition through referrals, prospecting, seminars,

You will be registered with Raymond James Financial and will conduct business on behalf of the Investments & Financial Services program. Operations and Compliance: The Financial Advisor is responsible for various operational tasks for their client sales and service activities such as processing pape

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a financial advisor role or equivalent financial services experience. Morgan Securities LLC (JPMS), a registered broker-dealer and inves

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 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 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 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 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 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 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 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 We are a growing, people-first agency built on education, trust, and legacy. 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.

Job Description Are you a licensed life insurance agent ready to take the next step in your career? At Texas National Financial Group (TNFG), we partner with professionals who have built a strong insurance foundation and are ready to grow, not only in income, but also in expertise and scope. Backed by our relationship with National Life Group, we provide the mentorship, resources, and platform to help you evolve into a full-service financial advisor. Whether your focus is advanced markets, retirement planning, or preparing for securities registration, TNFG offers the tools and support you need to expand your practice with confidence. This role is ideal for driven professionals who want to deliver more value to clients while building a business with lasting impact. Occasional in-office presence is required. Candidates must be based in 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 We are a growing, people-first agency built on education, trust, and legacy. 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.

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

LocumJobsOnline is working with LocumTenens.com to find a qualified Anesthesiology CRNA in Arizona! About The Position This Job at a Glance • Job Reference Id:ORD-190131-CRNA-AZ, • Title:CRNA, • Dates Needed:June - ongoing, • Shift Type:Day Shift;Call, • Assignment Type:OR, • Call Required:Yes, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:Varies, • Call Ratio/Schedule:1:4, • Location Type:On-Site, • Prescriptive Authority Required:No, • Government:No, • Percentage Hands On:0%, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1620648EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

LocumJobsOnline is working with LocumTenens.com to find a qualified Hematology and Oncology PA in Arizona! About The Position This Job at a Glance • Job Reference Id:ORD-196237-PA-AZ, • Title:PA, • Dates Needed:September - Ongoing, • Shift Type:Day Shift, • Assignment Type:Inpatient, • Call Required:No, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:TBD, • Support Staff:TBD, • Call Ratio/Schedule:12hr shifts, • Location Type:On-Site, • Prescriptive Authority Required:Yes, • Government:No, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1646140EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

LocumJobsOnline is working with LocumTenens.com to find a qualified Oncology MD in Arizona! About The Position This Job at a Glance • Job Reference Id:ORD-201930-MD-AZ, • Title:MD, • Dates Needed:Ongoing dates in 2026, • Shift Type:Day Shift;Call;24-Hour Call, • Assignment Type:Inpatient;Outpatient, • Call Required:No, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:Avg of 4 inpatient consults and 25-30 OP patients, • Support Staff:3 Rad Oncs, 1 Practice Manager, 4 RNs, 3 MAs, 4 Medical Physicists (1 Chief of Physics), 2 Dosimetrists, 6 Radiation Therapists,, • Call Ratio/Schedule:1:4 weeks, • Location Type:On-Site, • Prescriptive Authority Required:Yes, • Government:No, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1664781EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

LocumJobsOnline is working with LocumTenens.com to find a qualified Anesthesiology MD in Arizona! About The Position This Job at a Glance • Job Reference Id:ORD-190059-MD-AZ, • Title:MD, • Dates Needed:Dates in 2025-2026, • Shift Type:Day Shift, • Assignment Type:Inpatient;OR;ER, • Call Required:No, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:7-8, • Patient Population:Adults, • Call Ratio/Schedule:M-F, 7:30-5, • Location Type:On-Site, • Prescriptive Authority Required:Yes, • Government:No, • Percentage Hands On:0%, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1619856EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

LocumJobsOnline is working with LocumTenens.com to find a qualified Hospitalist MD in Arizona! About The Position This Job at a Glance • Job Reference Id:ORD-196943-MD-AZ, • Title:MD, • Dates Needed:September - Ongoing, • Shift Type:In-House Call, • Assignment Type:Inpatient, • Call Required:Yes, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:1 x PPD, • Patient Population:Peds, • Call Ratio/Schedule:24hr call, • Location Type:On-Site, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1654013EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

LocumJobsOnline is working with LocumTenens.com to find a qualified Neurology MD in Arizona! About The Position This Job at a Glance • Job Reference Id:ORD-202636-MD-AZ, • Title:MD, • Dates Needed:November-December Start - Ongoing, • Shift Type:Day Shift, • Assignment Type:Clinic, • Call Required:No, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:0-4 ppd, • Support Staff:1-2 MAs, • Call Ratio/Schedule:n/a, • Location Type:On-Site, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1667363EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors. FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for todays markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwabs mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your clients needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey. Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. When meeting with clients you will: Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals. Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients needs. Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals. Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation What you have We place a premium on high performance, quality service and the ability to implement our strategy. Required skills include: Active FINRA Series 7 license Series 66 (63/65) license Life & Health Insurance license (license(s) may be obtained under a 120 day condition of employment) Preferred: Minimum of 5 years of financial experience Entrepreneurial and a self-starter mentality Polished and persuasive interpersonal and verbal/ written communication skills Able to quickly learn new technology and use a variety of data and systems Open to ongoing coaching and development to achieve positive client outcomes and career aspirations Strong time management skills and productivity; ability to successfully balance competing priorities Learning mentality, as you gain an understanding of all the products and services at Schwab Extensive Schwab network to best address client concerns This role will require a Monday Friday 5x8 schedule In addition to the salary range, this role is eligible for bonus or incentive opportunities. Whats in it for you At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insuranceaa415a4b-8b21-40fc-a65c-70d2b25ca29a

Temporary Sales Associate-part Time Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to lastfor you to be yourself in. Coach is part of the Tapestry portfolio a global house of brands committed to stretching what's possible. A member of the Tapestry family, we are part of a global house of brands that has unwavering optimism and is committed to being innovative and wholly inclusive. The Sales Associate role is an integral part of the store's overall success and efficiency: demanding direct attention to our brand commitment when servicing our customers and driving results. Responsible for upholding Coach's Service and Selling Models, creating a positive first impression, building on-going customer relationships through a personalized experience, and leaving a positive, lasting impression. Sales Floor: Understands organizational objectives and makes decisions that align with Company priorities Takes ownership and is committed to delivering results, while remaining actively aware of personal and store metrics; and creates personal sales and clienteling strategies in partnership with the management team. Creates short- and long-term strategies to achieve personal metrics and performance goals Takes ownership of personal survey results and creates plans to improve and overcome areas of opportunity Represents Coach as a brand ambassador Demonstrates Coach's Selling and Service expectations at all times Understands changes in local market with potential impact on business performance and supports the execution of local sales strategies and tactics Drives business through sales strategies, clienteling, sourcing new customers and maintaining on-going productive relationships with customers Creates positive impressions with customers by bringing best self to work through attire consistent with Coach's Guide to Style Builds credibility and trust as a personal fashion advisor by communicating fashion awareness and a strong knowledge of competition. Provides in-depth product knowledge, including features, benefits, current offerings, and overall product value. Remains aware and is clearly able to communicate current pricing and promotional strategy to customers. Discusses product features and builds the sale by leveraging cross-selling skills and abilities. Cross-sells and encourages beneficial product add-ons that relate to the customer's shopping needs Sensitive to customers' needs and tailors approach by reading cues Attends to the unique and individual shopping needs of each customer. Works with multiple customers simultaneously and breaks away as appropriate Follows up with customers consistently and genuinely to influence/close the sale Flexes personal selling techniques to contribute to overall store financial results Builds lasting and loyal relationships with customers Leverages Coach's tools and technology to support relationship building and clienteling efforts Creates enthusiasm and positivity for a shared vision and mission Promotes and endorses a team selling environment Fosters an environment of teamwork, trust, and collaboration with internal and external customers Remains solution oriented; is adaptable and flexible to changing business and store needs Welcomes feedback and adapts behaviors as appropriate Maintains a calm and professional demeanor at all times Operations: Ensures all daily tasks are completed without negatively impacting service or Coach standards Completes daily operational tasks including maintaining store (sales floor and backroom), cash wrap and visual merchandising to Coach standards consistently and in a timely manner Maintains a clean and tidy selling floor at all times Adheres to all applicable retail policies and procedures including POS, Operations and Asset Protection procedures Replenishes inventory on sales floor as needed Supports Store Inventory Process by processing shipment, stocking shelves, replenishing sales floor, maintains strong organizational standards as it relates to product both in the stockroom and on the sales floor. Supports cash-wrap when needed to process purchases, returns, and exchanges. Efficiently processes customer transactions: Purchase, Return, Exchange, Found Order etc. Effectively helps to prepare store by organizing functional areas, performs routine cleaning, maintains strong organizational standards and maintains visual merchandising expectations. Competencies required: Drive For Results: Can be counted on to exceed goals successfully. Is consistently one of the top performers. Very bottom line oriented. Steadfastly pushes self and others for results. Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers. Gets first hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect. Creativity: Comes up with a lot of new and unique ideas. Easily makes connections among previously unrelated notions. Tends to be seen as original and value-added in brainstorming settings. Interpersonal Savvy: Relates well to all kind of people up down and sideways. Inside and outside the organization. Builds rapport. Builds constructive and effective relationships. Uses diplomacy and tact. Can diffuse even high tension situations comfortably. Learning on The Fly: Learns quickly when facing new problems. A relentless and versatile learner. Open to change. Analyzes both successes and failures for cues to improve, experiments and will try anything to find solutions. Enjoys the challenge of unfamiliar tasks. Quickly grasps the essence and underlying structure of anything. Perseverance: Pursues everything with energy, drive and a need to finish. Seldom gives up on anything before finishing, especially in the face of resistance or setbacks. Dealing with Ambiguity: Can effectively cope with change. Can shift gears comfortably. Can decide to act without having the total picture. Does not get upset when things are up in the air. Doesn't have to finish things before moving on. Can comfortably handle risk and uncertainty. Additional Requirements Experience: 1- 3 years of previous sales experience, preferably in a luxury retail service environment. Possesses current knowledge of fashion trends and competition in the marketplace. Education: High school diploma or equivalent; college degree preferred. Technical: Knowledge of cash register systems, basic computer skills (including the ability to use iPad/laptop, Mobile POS and Internet), utilize walkie talkie, understand and read price and product release sheets. Physical: Ability to execute at a fast pace. Ability to communicate effectively with customers and team. Ability to maneuver the sales floor, sales shelves, and stock room; climbing, bending, and kneeling are required. Ability to frequently lift and carry up to 25 pounds and, at times, lift and carry product/cartons up to 50 pounds to process product shipment/transfers Schedule: Ability to meet Coach Scheduling & Availability Expectations, including ability to work a flexible schedule, including nights, weekends, and holidays high retail traffic and sales days including but not limited to the day after Thanksgiving, Memorial Day, Christmas Eve, Mother's Day, etc.). Note: This document serves only as a sample of job duties and responsibilities and does not include an exhaustive list of all performance requirements. Tapestry, Inc., parent company of the Coach brand, is an equal opportunity and affirmative action, employer and we pride ourselves on hiring and developing the best people. All employment decisions (including recruitment, hiring, promotion, compensation, transfer, training, discipline and termination) are based on the applicant's or employee's qualifications as they relate to the requirements of the position under consideration. These decisions are made without regard to age, sex, sexual orientation, gender identity or expression, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law. Visit Coach at . Our Competencies for All Employees • Courage : Doesn't hold back anything that needs to be said; provides current, direct, complete, and actionable positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary., • Creativity : Comes up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings., • Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect., • Dealing with Ambiguity: Can effectively cope with change; can shift gears comfortably; can decide to act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty., • Drive for Results: Can be counted on to exceed goals successfully

Job Description Candidates must live in the Houston, TX area. This HR Advisor supports the Western Region which includes locations in Houston, San Marcos, Denver, Las Vegas, Phoenix, LA-Santa Clarita and San Diego. Travel required: 2-3x a month. Job Summary: The HR Advisor is primarily responsible for building, nurturing and sustaining strong partnerships with supervisors and leadership as well as managing the human resources functions for the location. The HR Advisor leverages HR expertise, knowledge and experiences to provide sound judgement, guidance and thought partnership to support and drive innovative solutions that will enable the business to achieve their goals. In partnership with the HRBP, this role contributes to the development and execution of project plans as well as the delivery of HR services that support HR strategies and business objectives, including but not limited to: talent planning, associate development, performance management, workforce planning, communications and diversity initiatives. While supporting some client groups, this role may have responsibility for supervision of the HR Coordinator. Key Responsibilities: • Promotes the value of the HR function and focuses on delivering business outcomes by building collaborative relationships across the organization. Works closely with Leadership to align HR strategy with business plans and help implement within the specific location., • Develops plans to ensure the right talent is being selected to meet the business needs. For some client groups, this role may develop and implement a localized recruiting strategy in partnership with Talent Acquisition team, while also serving as one of the primary decision makers along with the operations supervisors in the recruiting, selection, and hiring of hourly associates per department. This may also include tracking metrics related to staffing strategies, recruitment, interviewing, selection and on-boarding processes to identify, and develop and implement necessary revisions to workforce strategy., • Provides consultation and intervenes as necessary to redirect efforts to ensure alignment to HR strategy, policies and procedures. Provides initial recommendations to managers on improvements to HR programs and processes based on organization surveys and data. Supports the administration of and adherence to HR activities including recruiting/hiring, performance management, engagement survey, benefits enrollment, training, and relevant policies and procedures., • Pursues professional growth and provides developmental opportunities for others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; hiring, training, and developing talent for growth opportunities; fostering open dialogue amongst associates; working closely with associates to set goals and provide open feedback and coaching to drive performance improvement. May delegate tasks and decisions in situations where they are supervising the role of the HR Coordinator., • Collaborates with leadership, HRBPs, and HR COEs as necessary to address performance issues and performance trends of associates in locations. Diagnoses potential issues at the individual and associate levels. Recommends and executes solutions to address issues and ensures performance and developmental gaps are addressed., • Partners with supervisors in the planning process to drive business results, optimize customer service and align with company values. Contributes to the development of people strategies that support business strategies and objectives and help to drive business and organizational performance., • Executes delegated work stream to meet customer and business needs by translating business plans into tactical action items; communicating goals and objectives; overseeing work assignments; aligning team efforts; building accountability for and measuring progress in achieving results; identifying and addressing improvement opportunities; assuming responsibility for decision making., • High School or GED, • 4 years experience in a Human Resources function, • 4 years experience administering confidential staff information such as personnel files and employment compliance data, • 3 years experience working in a cross-functional team environment with exempt and non-exempt staff, • Bachelors Degree in Business, Human Resources or related field, • 2 years leadership experience with or without direct report responsibility Lowe's Companies, Inc. (NYSE: LOW) is a FORTUNE 50 home improvement company serving approximately 17 million customer transactions a week in the U.S. With total fiscal year 2022 sales of over $97 billion, approximately $92 billion of sales were generated in the U.S., where Lowe's operates over 1,700 home improvement stores and employs approximately 300,000 associates. Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing and helping to develop the next generation of skilled trade experts. For more information, visit Lowes.com.

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.

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.