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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 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 today’s 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 Schwab’s 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 client’s 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 client’s 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 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, • 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. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for branch bonus and incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 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 today’s 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 Schwab’s 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 client’s 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 client’s 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. 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, • 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 At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 12-26-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 12-01-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

I currently have 3 Compliance Coordinator roles for a Wealth Management customer located in North Scottsdale. These roles are slated to begin in early January and will begin interviewing the 2nd week of December. Roles are hybrid and require 4 days of on-site work with 1 remote day. Schedule: Mon - Fri 8am - 5pm AZ Job Description: The Sales Supervision Coordinator works in conjunction with Sales Supervision Principals to ensure efficient workflows through proper and timely paperwork processing, answering phone calls, assisting branch offices and meeting department deadlines. The Sales Supervision Coordinator will support the department by coordinating the receipt of transaction submissions via an electronic imaging system and recording the information in approved systems and applications for tracking and reporting purposes. The Sales Supervision Coordinator helps coordinate efforts between management and other departments to ensure business is processed in accordance with the firm’s policies and procedures to protect the client, the advisor and the firm. Responsibilities: -Coordinates receipt of submissions via Support Center. -Daily coordination of all transactions requiring suitability review to include, but not limited to, variable annuities, indexed-linked annuities, fixed-indexed annuities, and non-traded alternative investments. -Reviews paperwork for completeness and accuracy while processing transactions submitted for review. This could include reviewing financial disclosures and performing calculations in relation to guidelines. -Resolves missing documentation and reconciles misrouted documentation to the proper case or department -Responds to requests from Sales Supervision Managers, principals and other departments regarding submissions. -Assigns Pre-Approval cases to principals for review and ensures that daily workload of the principals is balanced. -Works with Sales Supervision principals and managers and branch offices to address and resolve deficiencies in submissions. -Enter transaction data into Direct Order System -Monitors, reports, and enforces internal controls to ensure compliance with industry standards and the firm’s policies and procedures. -Provides strong customer service support by taking in-bound calls and corresponding with branch offices via phone, email and Support Center. -All other duties as assigned Skills & Qualifications Required Skills: 2+ Years of Wealth Management/Brokerage Industry Experience 2+ Years of Call Center Experience Personality Skills: • High attention to detail, analytical mindset, and problem-solving skills, • Ability to work independently and maintain high levels of quality, • Ability to work and remain focused under pressure, • Ability to participate and contribute in a team environment, • Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), Client Central and back office functions, • Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills Highly Desired Skills/Licensing: SIE Certification Series licensing (Series 6, Series 7, Series 63, Series 66) Experience working with NetX360/Salesforce/Pershing clearing house Job Type & Location This is a Contract to Hire position based out of Scottsdale, AZ. Pay and Benefits The pay range for this position is $20.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program, • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Scottsdale,AZ. Application Deadline This position is anticipated to close on Dec 5, 2025. h4>About TEKsystems:\n\n We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. \n\n The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. \n\nAbout TEKsystems and TEKsystems Global Services \n\n We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. \n\n The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Overview of the Company With 47+ years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 4.3 billion of real estate assets in the United States and Canada, with more than 90,000 acres under management. Our head office is in Scottsdale AZ, USA and we have offices located in the UAE, Southeast Asia, China and Canada. Position Summary The SVP, Capital Markets, is responsible for identifying and establishing contact with potential clients in their assigned territory as well as educating current Advisors on the Walton product(s). This position’s main duties include traveling to assigned territories, when possible, to meet with potential and current Advisors and/or clients and pitching the Walton platform to current or potential Advisors and maintaining those relationships. The person hired for this position must be located in Scottsdale, AZ or CA. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: · Educate Advisors and Advisors’ clients both on and offsite on Walton structure and the benefits and risks of investing in Walton project offerings · Identify and establish contact with potential clients in assigned territory · Engage with current and potential clients in assigned territory through face-to-face interactions, promoting sales/marketing initiatives and establishing relationships · Provide information and respond to questions to allow Advisors to comply with applicable FINRA and SEC rules and regulations · Achieve a minimum level of daily calls, contacts, and other activity metrics · Schedule and oversee the coordination of seminars, client events and due diligence meetings · Work alongside of and mentor Internal Sales Associates · Actively pursue Registered Investment Advisors and Broker Dealer Reps within the assigned territory (Western U.S.) · Assist with managing Industry Events within the assigned territory · Conduct product presentations in front of a large group and present web presentations and conduct Due Diligence Meetings both on and offsite · Maintain an advanced understanding of the Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton’s investment structures · Comply with applicable FINRA, SEC and internal Walton Securities compliance requirements at all times · Maintain familiarity with Walton Due Diligence and Project Specific presentations · Perform other duties as assigned Qualifications · SIE, Series 7 or 22 and Series 63 licenses required. · Minimum of 5 years of experience selling to Broker Dealer Reps and Registered Investment Advisors in the Western U.S. · Experience selling Reg D offerings and/or DST offerings · Customer relationship management (CRM) applications · Ability and willingness to travel up to 75% of the time · Demonstrated ability to meet sales objectives and goals · Advanced level of relationship management and interpersonal skills and the ability to strategically and ethically leverage client relationships · Possess and maintain strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations · Familiarity with marketing and sales strategies and consumer psychology · Professional, strategic, analytical, organizational, and interpersonal skills · Proactive and performance driven · Able to work under pressure in a fast-paced environment · Ability to adapt easily to changing department needs and dynamics · Proficiency required in Microsoft Office (Word, Outlook, PowerPoint, Excel 2007) Why Walton • Competitive pay and benefits, • Opportunities to grow and develop skills in multiple disciplines, • Fun, energetic co-workers who share the same core values and strategies Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable. We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as a

Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. By applying to this role, you will be considered for Certied Financial Advisor and Senior Certified Financial Ad

Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients,

Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families.

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

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that s

Financial Advisor Edward Jones Connection.

North Star Financial Resource Group is looking to find an experienced Financial Advisor in Scottsdale, AZ. Experienced Financial Advisor - Scottsdale, AZ. This includes having experience in front facing clients and financial advisement background.

Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. Stay updated on financial planning, capital markets, and the financial services industry. Vanguard Financial Advisor Opportunity.

Small Business National Financial Solutions 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 broker

As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. We aim to e

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. Merrill Participant Services Financial

Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning. Explore the Financial Advisor Role:. You will have access to professional and leadership training, along with networking opportun

Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning. This track is designed to expose you to a career as a Financial Advisor, emphasizing professional growth and client-focused excel

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

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

Explore the Financial Advisor Role: Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning. You will have access to professional and leadership training, along with networking opportuni

Sitting at the intersection of Finance and the business, this role drives core. Clearly explain financial concepts to non-finance stakeholders, fostering shared understanding and accountability. Acts as a trusted advisor within the finance team and across departments, providing dependable insights t

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and fin

Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. By applying to this role, you will be considered for Certied Financial Advisor and Senior Certified Financial Ad

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives,

Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. All information provided by you will be review

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1. The team lead will be responsible for overseeing the day to day responsibilities of a

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

Description The Sales Supervision Coordinator works in conjunction with Sales Supervision Principals to ensure efficient workflows through proper and timely paperwork processing, answering phone calls, assisting branch offices and meeting department deadlines. The Sales Supervision Coordinator will support the department by coordinating the receipt of transaction submissions via an electronic imaging system and recording the information in approved systems and applications for tracking and reporting purposes. The Sales Supervision Coordinator helps coordinate efforts between management and other departments to ensure business is processed in accordance with the firm’s policies and procedures to protect the client, the advisor and the firm. Responsibilities: -Coordinates receipt of submissions via Support Center. -Daily coordination of all transactions requiring suitability review to include, but not limited to, variable annuities, indexed-linked annuities, fixed-indexed annuities, and non-traded alternative investments. -Reviews paperwork for completeness and accuracy while processing transactions submitted for review. This could include reviewing financial disclosures and performing calculations in relation to guidelines. -Resolves missing documentation and reconciles misrouted documentation to the proper case or department -Responds to requests from Sales Supervision Managers, principals and other departments regarding submissions. -Assigns Pre-Approval cases to principals for review and ensures that daily workload of the principals is balanced. -Works with Sales Supervision principals and managers and branch offices to address and resolve deficiencies in submissions. -Enter transaction data into Direct Order System -Monitors, reports, and enforces internal controls to ensure compliance with industry standards and the firm’s policies and procedures. -Provides strong customer service support by taking in-bound calls and corresponding with branch offices via phone, email and Support Center. -All other duties as assigned Skills Investment management, Investments, wealth management, transactions and securities, financial services, brokerage operations, brokerage banking, brokerage, annuity, securities, mutual fund, ira, money movement, excel data entry, series 7, series 6, series 63, series 66, netx360, pershing Top Skills Details Investment management,Investments,wealth management,transactions and securities,financial services,brokerage operations,brokerage banking,brokerage,annuity,securities,mutual fund,ira,money movement Additional Skills & Qualifications Personality Skills: • High attention to detail, analytical mindset, and problem-solving skills, • Ability to work independently and maintain high levels of quality, • Ability to work and remain focused under pressure, • Ability to participate and contribute in a team environment, • Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), Client Central and back office functions, • Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills NICE TO HAVE: SIE Certification Series licensing (Series 6, Series 7, Series 63, Series 66) Experience working with NetX360/Salesforce/Pershing clearing house Some companies that have worked well and are transferable: Fidelity, Edward Jones, Wells Fargo, Chase, TD Ameritrade, TRO Price Experience Level Intermediate Level Job Type & Location This is a Contract to Hire position based out of Scottsdale, AZ. Pay and Benefits The pay range for this position is $20.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program, • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Scottsdale,AZ. Application Deadline This position is anticipated to close on Dec 1, 2025. h4>About TEKsystems:\n\n We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. \n\n The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. \n\nAbout TEKsystems and TEKsystems Global Services \n\n We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. \n\n The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Overview of the Company With 47+ years of experience, Walton is one of North America's leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 4.3 billion of real estate assets in the United States and Canada, with more than 90,000 acres under management. Our head office is in Scottsdale AZ, USA and we have offices located in the UAE, Southeast Asia, China and Canada. Position Summary The SVP, Capital Markets, is responsible for identifying and establishing contact with potential clients in their assigned territory as well as educating current Advisors on the Walton product(s). This position's main duties include traveling to assigned territories, when possible, to meet with potential and current Advisors and/or clients and pitching the Walton platform to current or potential Advisors and maintaining those relationships. The person hired for this position must be located in Scottsdale, AZ or CA. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Educate Advisors and Advisors' clients both on and offsite on Walton structure and the benefits and risks of investing in Walton project offerings Identify and establish contact with potential clients in assigned territory Engage with current and potential clients in assigned territory through face-to-face interactions, promoting sales/marketing initiatives and establishing relationships Provide information and respond to questions to allow Advisors to comply with applicable FINRA and SEC rules and regulations Achieve a minimum level of daily calls, contacts, and other activity metrics Schedule and oversee the coordination of seminars, client events and due diligence meetings Work alongside of and mentor Internal Sales Associates Actively pursue Registered Investment Advisors and Broker Dealer Reps within the assigned territory (Western U.S.) Assist with managing Industry Events within the assigned territory Conduct product presentations in front of a large group and present web presentations and conduct Due Diligence Meetings both on and offsite Maintain an advanced understanding of the Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton's investment structures Comply with applicable FINRA, SEC and internal Walton Securities compliance requirements at all times Maintain familiarity with Walton Due Diligence and Project Specific presentations Perform other duties as assigned Qualifications SIE, Series 7 or 22 and Series 63 licenses required. Minimum of 5 years of experience selling to Broker Dealer Reps and Registered Investment Advisors in the Western U.S. Experience selling Reg D offerings and/or DST offerings Customer relationship management (CRM) applications Ability and willingness to travel up to 75% of the time Demonstrated ability to meet sales objectives and goals Advanced level of relationship management and interpersonal skills and the ability to strategically and ethically leverage client relationships Possess and maintain strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations Familiarity with marketing and sales strategies and consumer psychology Professional, strategic, analytical, organizational, and interpersonal skills Proactive and performance driven Able to work under pressure in a fast-paced environment Ability to adapt easily to changing department needs and dynamics Proficiency required in Microsoft Office (Word, Outlook, PowerPoint, Excel 2007) Why Walton • Competitive pay and benefits, • Opportunities to grow and develop skills in multiple disciplines This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable. We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

TRC has partnered with a leading financial services organization to identify a strategic and technically strong Vice President of Data Architecture & Standards. This is an exciting opportunity to lead enterprise data strategy, governance, and architecture for a firm with deep industry reach and complex advisor, client, and platform data ecosystems. Summary The Vice President of Data Architecture & Standards will drive the firm’s enterprise data vision and execution. This leader will balance hands-on architectural expertise with business alignment, ensuring trusted, scalable, and compliant data solutions that power decision-making across all business lines. The role oversees the design and evolution of the firm’s entire data ecosystem—from ingestion and operational data stores to cloud data warehousing and data governance. Responsibilities • Lead enterprise data architecture across operational, analytical, and distribution layers, • Build and scale the firm’s data governance program, including stewardship, cataloging, lineage, and quality frameworks, • Architect and maintain a modern data ecosystem featuring transactional data stores, operational data stores, and cloud-based data warehouses supporting structured and unstructured data, • Oversee ingestion and integration of data from custodians and platforms (PershingX, NFS, Fidelity, Schwab), • Drive secure, efficient data distribution through APIs and data-as-a-service models, • Partner with cross-functional leaders in Finance, Operations, and Advisor Experience to deliver trusted, governed data supporting compensation, revenue, and client lifecycle insights, • Ensure compliance with FINRA, SEC, Reg BI, and data privacy regulations, • Lead data governance committees, define policies for classification, ownership, and access, • Publish and manage data quality scorecards, driving accountability across teams, • Bachelor’s degree in Computer Science or related field (or equivalent industry experience), • 15+ years of experience in data architecture, governance, and management roles, including 5+ years in VP or SVP leadership, • Strong familiarity with the Independent Broker-Dealer (IBD) and Registered Investment Advisor (RIA) ecosystem, including custodian data flows, • Proven expertise in custodian data models (Pershing, NFS, Fidelity, Schwab), • Hands-on experience designing enterprise-scale data ecosystems (transactional stores, ODS, and cloud warehouses), • Advanced proficiency with Snowflake and other modern cloud data platforms (Redshift, BigQuery, Databricks), • Experience developing secure data ingestion pipelines, APIs, and data distribution frameworks, • Demonstrated success implementing governance, lineage, cataloging, and data quality frameworks, • Strong communication and influence skills within matrixed environments

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

Job Description We are seeking an Advisory Manager – Financial Planning & Analysis to join our Mesa office who is organized, detail oriented, flexible, motivated and has a professional demeanor and presentation. The ideal candidate will be an experienced Accountant that possesses small company/multi-entity accounting management experience, including budgeting & forecasting, financial modeling, performance analysis and providing strategic support. As an Advisory Manger, you will have a strong client involvement and be responsible for a variety of client assignments in various industries and service areas. You’ll utilize your background to provide excellent client service to help our clients reach their goals. General Accountabilities • Provide exceptional accounting and operational service to our clients, • Proactively identify client issues, communicate and implement timely solutions, • Build trusted advisor relationships with client executives by gaining an in-depth understanding of their business objectives and management needs, • Support a variety of advisory functions for clients including budgeting & forecasting, financial modeling, strategic planning, and interpretation of financial reporting information, • Assist in the preparation of annual budgets, forecasts and long-range financial plans, • Analyze financial data to identify trends, variances and opportunities for improvements, • Provide recommendations related to internal policies, agency rules and regulations, and generally accepted accounting principles, • Assist with managing department and team of advisory associates and interns, • Bachelor’s degree in accounting or finance required, • CPA or CMA preferred, • 10+ years of continuous experience in accounting, • Ability to manage multiple priorities and deadlines, • Willingness and ability to work extra hours during busy times of the year, • Highly motivated, self-starter with the ability to multitask and complete assignments within time constraints, • Ability to communicate effectively with clients at all levels of an organization while providing accounting support and training, • Strong technical skills, including the ability to learn various client industry specific software, • Strong knowledge of financial reporting and analysis, • Ability to learn and understand using various accounting platforms in multiple industries for a variety of clients, • Strong organizational skills and attention to detail, • Competitive Salary: DOE, • Company paid health, dental life and disability insurance, • 401(k) plan with company match, • Work/ Life Balance

Job DescriptionDescriptionAre you an elite sales professional looking to elevate your career in the competitive world of private aviation? Silver Air Private Jets is expanding, and we're seeking top-tier salespeople to join our dynamic team. If you're driven to build lasting relationships with high-net-worth clients, sell an industry-leading product, and be part of a company that values innovation and excellence, we want you onboard. Why Silver Air? At Silver Air, Private Jet Advisors are at the heart of our mission. We don’t just offer flights; we offer an unparalleled luxury experience. Our Flight Club, an invitation-only membership program, provides premium clients with seamless, hassle-free access to private jet services. As a PJA, you’ll have the opportunity to sell this exclusive membership and help clients streamline their private jet travel like never before. Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself. With industry-leading certifications from top independent auditing firms, Silver Air stands as a beacon of safety, trust, and premium service in private aviation. What We Offer • Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience. You'll be representing a brand that offers unparalleled service and benefits to its clients., • Aircraft Management Solutions: Sell a best-in-class aircraft management program designed to provide transparency, security, and efficiency for jet owners. Clients appreciate our approach, and you'll appreciate the opportunity to represent a truly competitive product in the marketplace., • Top Commissions & Earning Potential: We offer a highly competitive commission structure, rewarding your performance with industry-leading compensation. Your success directly translates into your financial rewards., • Exclusive Access to Elite Networks: Our strategic partnerships with luxury brands and high-end clubs open doors for you to build connections with affluent clientele and increase your reach in the market., • Work-Life Flexibility: Whether remote, hybrid, or in-office, we offer flexibility to balance your professional and personal life, ensuring you can thrive both in and outside of work., • Strong understanding of business relationships; excellent personal and intuitive skills to develop and maintain these relationships., • Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc)., • Be equipped with 2-5 years of hands-on Part 135 sales and sales operations experience, with proven expertise in developing and closing new retail sales opportunities to grow a successful book of business.WHAT YOU’LL LEAD: Your priorities are:, • Develop, implement and refine an effective charter marketing strategy by monitoring industry trends., • Partner with the executives to formulate, coordinate, and promote charter services., • Promote and sell charter block-time products., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Job DescriptionARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based in Scottsdale, Arizona, overseeing more than $600 million in client assets. At ARQ, we are passionate about helping our clients achieve their financial goals while delivering a boutique, white-glove service experience. What sets us apart is our team-based culture, where collaboration and service are at the heart of everything we do. The Wealth Advisor Position:This role is perfect for an early-career Certified Financial Planner™ (CFP®) who has some experience in the industry but is looking for the right long-term place to grow their career. As a Wealth Advisor at ARQ, you will serve as the primary point of contact for your clients while working closely with our support staff and executive team to deliver comprehensive financial planning solutions. We are looking for someone who is service oriented first. At ARQ, you’ll have the opportunity to build your career at a firm that values your growth, both professionally and financially. What Makes ARQ Unique: • Team-Based Culture: Advisors collaborate on cases, share insights, and are supported by a dedicated team of client service associates and partners., • Growth Potential: We offer a clear career path, mentorship opportunities, and the chance to grow your earnings through incentives for bringing in new business and growing share-of-wallet with existing clients., • Boutique Service Model: Unlike firms where advisors manage 300-400 clients, we limit the number of clients per advisor to ensure a high-touch, personalized service experience. Our firm averages approximately 65 clients per advisor. We want to ensure that our advisors can focus on what they do best— building relationships and delivering exceptional financial advice.Responsibilities Include:, • Acting as a fiduciary on behalf of clients, always putting their interests first., • Providing comprehensive financial advice in areas such as investing, tax planning, estate planning, college planning, retirement & income planning, and insurance planning., • Utilizing financial planning and analytic software to deliver tailored solutions., • Preparing for, conducting, and following up on client meetings., • Corresponding with clients via phone, email, and virtual meeting software., • Developing new client relationships with the support of our team.Position Requirements:, • A passion for helping clients achieve their financial goals through the financial planning process., • Exceptional interpersonal skills and a self-assured manner that inspires trust and confidence., • Excellent communication skills, both written and verbal., • A minimum of 3 years of experience in the personal finance industry, working directly with clients to provide financial advice., • Bachelor’s degree and CFP® or ChFC® certification., • Proficiency in Microsoft Office applications.Why Join ARQ?, • Competitive Salary & Benefits: We offer a competitive compensation package, including a base salary, incentives for new business development, and rewards for growing and maintaining client relationships., • Career Pathing: Clear opportunities for advancement and professional development., • Mentorship: Access to experienced advisors and partners who are invested in your success., • Work-Life Balance: Our boutique service model ensures you can focus on delivering exceptional service without being overwhelmed by an unmanageable number of clients.If you’re a service-minded CFP® looking for a place to grow your career, build your earnings potential, and work in a collaborative, team-based environment, we’d love to hear from you.

Job Description Job purpose With over $2.5B in AUM and AUA, Trajan® Wealth is one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate. We provide financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. Additionally, we solicit fixed insurance such as Fixed Index Annuity products. The decisions we make and the advice we provide are always in our client's best interest. Our disciplined and objective investment and financial planning process provides trust and the peace of mind which is so highly valued. This is what it truly means to be a fiduciary. We live it! The Account Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. A technical understanding of the financial markets and retirement planning is a must. Strong bias toward client centric service and ability to explain financial products. Note: This position would be onsite at our Scottsdale corporate office. Duties and responsibilities • Virtual and by phone meet with clients and continue to develop the relationship, • Introduce new clients to the portfolio management team and concept., • Work with Client Services to receive funding and keep client apprised, • Fund account, communicate with client, Establish "client portal" training, • Conduct reviews and periodic "check-in" calls with clients, • Introduce benefits of other team members as needed, • Uncover Estate Planning needs and schedule Estate Appointments with attorneys, • Retirement Planning as needed, • Tax Planning as needed, • Uncover new assets and coordinate inbound transfer of assets, • Clean U4, • Bachelor's degree or equivalent experience, • Securities licenses/Certification - Series 65 or 66, • $60-70K base salary plus commission., • Future career growth opportunity., • 401(k) with a matching contribution up to 13%., • United Healthcare PPO medical coverage for employees, paid by the company., • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options., • Generous holidays and PTO. Come and join a team that is making a difference in their clients and employee's lives!

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

Job 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. Employee Benefits Sales Producer – Employee Benefits Client Advisor Position Overview World’s Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance 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 SNBj1q9CLM

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 DescriptionCompany Description At Sectigo, we align around our mission and pride ourselves in helping thousands of customers sleep better at night. Sectigo is the most innovative provider of certificate lifecycle management (CLM), delivering comprehensive solutions that secure human and machine identities for the world’s largest brands. Sectigo’s automated, cloud-native CLM platform issues and manages digital certificates across all certificate authorities (CAs) to simplify and improve security protocols within the enterprise. Sectigo is one of the largest, longest-standing, and most reputable CAs with more than 700,000 customers and two decades of delivering unparalleled digital trust. “When people think Online trust management, they think Sectigo because we offer our customers unparalleled peace of mind.” How we show up with each other and our customers every day is just as important, and we win as #OneSectigo by living out our core values - Support, Excellence, Communication, Teamwork, Integrity, Growth and Openness. We are committed to investing in our diverse teams where everyone understands their role and how they support our strategic goals, we drive operational excellence through scale and efficiency, and we strive to delight our customers and become the market leader in our industry. If you aspire to join a driven team that holds each other accountable to meeting our lofty goals and you’d like to be part of our growth story in delivering a market leading user experience, we’d like to talk to you. Job Description We are looking for a talented Director of Global Tax to join our growing global team at Sectigo. The Director, Global Tax is a trusted advisor to executive management, providing guidance on tax consequences of business decisions and developing tax optimization strategies. The Director, Global Tax is responsible for completion of federal, international, and local income tax returns including all related analysis and support. This position has oversight of the tax returns for the Company’s operations, including its international operations. Responsible for audits of all foreign, federal, state and local tax filings. Oversees transfer pricing and management fee arrangements. This individual acts as a liaison with operating management on tax issues and accounting staff on tax accounting issues, is responsible for tax provision and book/tax accounting and reconciliations, and ensures that appropriate internal controls are in place over accounting for income taxes. Operating as the departmental liaison with IT staff on all technical matters relating to tax applications, the Director, Global Tax assists the CEO and CFO with tax planning issues as required. This is a full-time and remote position based in the U.S., unless the individual is based in the greater Phoenix area and will be working in a hybrid work style (3-4 days in our Scottsdale office). Here are the core functions, responsibilities, and expectations for this role: • Drive tax strategy and optimization positions., • Manage the delivery of tax services by the Company’s third-party tax service providers, including oversight of service delivery quality and budget management., • Manage current team of two tax accountants, • Lead the global tax planning process, including assessing the impact of recent acquisitions and legal entity rationalization., • Oversight of the global tax compliance process, ensuring all returns are filed timely through effective management of tax service providers., • Assess existing global intercompany relationships to determine transfer pricing requirements and proper structure, including documentation of intercompany agreements., • Work closely with business unit leadership, sales and operations teams to assess new product offerings and potential tax implications., • Work with FP&A to forecast the global ETR, cash taxes and impacts of potential business activities., • Analyze and document ASC 740-10 (FIN48)/IFRIC 23 and FAS 5 reserves., • Research, analyze, and implement the impacts of accounting standard changes and tax law developments., • Analyze tax accounting and reporting requirements for business combinations, debt and equity offerings and other major corporate transactions., • Manage domestic and foreign income tax audits and inquiries by governmental authorities in addition to maintaining concurrent, audit-ready workpapers and financial records for all filings., • Identify and mitigate company risks and communicate areas of potential exposure to management., • Ensure compliance with Internal Controls over Financial Reporting (ICFR) requirements, suggesting improvements and changes as needed., • Support the Global Controller and CFO in the quarterly and annual review of the global tax provision and ETR, including analysis as needed., • Additional tasks associated with this position may be assigned in response to company initiatives and business needs.Qualifications Education: • Minimum 10 years of combined public accounting and corporate tax department experience within a global company is required., • CPA license is strongly preferred., • Strong knowledge of ASC 740 and tax law within the US, the United Kingdom and the EU., • Proven ability to manage multiple projects and priorities simultaneously., • Excellent interpersonal and communication skills to effectively collaborate with all levels of management and cross functional teams., • Willing and able to manage internal and external resources using a collaborative approach., • Willing and able to perform tasks at all levels, from detailed preparation to high level review., • Independent and self-driven with the ability to find solutions in a fast-paced environment., • High proficiency with data analysis and advanced knowledge of spreadsheet and database tools., • Enjoy the opportunity to build a global tax function from the ground up and recognize the need to dive deep and operate in the details and specifics while establishing and supporting strategic priorities. Additional Information All your information will be kept confidential according to EEO guidelines. Global team. Global reach. Global impact. At Sectigo, we believe doing good is good business. Our strength and our success come from our team of passionate, engaged individuals who make a difference, both locally and globally. Our commitment to engagement is rooted in an unconditionally inclusive workforce, embodying our unique perspectives, heritages, and backgrounds, all as diverse as the experiences of each Sectigo employee. Importantly, we strive to be recognized not only as the CLM leader but also for our intentional efforts to promote employees into the roles that most challenge and excite them, into experiences that allow them to grow their interests as we grow the business. We are committed to bringing a little bit of fun and a whole lot of happiness into everything we do so that our work – and our team members – reflect the positive outcomes we deliver to our customers every day.

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

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

Job Description Opportunity Join a rapidly growing Registered Investment Advisory (RIA) firm and work directly with our President to service an existing book of business while also building your own client relationships. This is an exciting opportunity for an ambitious professional who is passionate about helping clients achieve their financial goals and who thrives in a collaborative, entrepreneurial environment. Responsibilities * Partner with the President to service existing clients, supporting financial planning, investment allocation, and ongoing client needs. * Collaborate with our internal operations team to ensure client requests are handled efficiently and with care. * Build lasting client relationships by providing consistent, high-quality service and education. * Develop new client relationships and help grow assets under management. Qualifications * Active Series 65 license (required). * Prior advisory experience preferred, but not required. * Proficiency in Microsoft Excel, Microsoft Office Suite, and virtual meeting platforms. * Ability to thrive in a fast-paced, dynamic environment with evolving responsibilities. * Ability to work on-site in our Scottsdale office at least four days per week. Compensation & Benefits * Competitive salary based on qualifications and experience. * Comprehensive benefits package, including Medical, Dental, Vision, and Retirement plan.

Job DescriptionAbout Us: As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry. Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system. Innovation and Flexibility. You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... • State-of-the-art technology platforms and tools, • A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop, • A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer, • A unique business markets process that will differentiate you and help you add more value to conversations with business owners, • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources, • A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs, • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms #LI-TW1

Job DescriptionDescription: About Nellis Auction Nellis Auction (Nellis or “the Company”), headquartered in Las Vegas, NV, is a middle market Direct-to-Consumer marketplace providing efficient liquidation services for returned or overstock inventory. Nellis sources these goods through major retailer/wholesaler relationships and operates in eight locations with ~1,200 employees. The Company is a leader in the reverse logistics industry ($769B size) with significant relationship, operational and technological competitive advantages. Given these competitive advantages, Nellis has experienced exponential revenue growth in recent years with more growth ahead. Key Responsibilities of the Position The Senior Cost Accountant’s primary responsibility is to own and lead the cost and inventory functions within the accounting team. This position will provide significant input into month-end close and budget processes as well as supporting business decision making and other accounting processes. Partnering with operations, this position will also lead, monitor and execute regular inventory counts. This position will report directly to the Senior Controller and will support the CFO/other senior leaders in a pivotal role to support Nellis’ exponential growth. • Responsible for all cost accounting-related activities: month end close, maintaining accurate costs, inventory management/purchasing, and freight tracking/monitoring, • Establish relationships with key cross-functional stakeholders, including but not limited to Operations/Supply Chain/Sales to develop a deep understanding of processes, business drivers, costs and revenue, • Build processes and implement improvements including a focus on change management and internal controls, • Partner with operations to lead, monitor, and execute the regular inventory count process for improved inventory accuracy, • Drive operational improvements and efficiencies on inventory and labor to improve business profitability and internal controls, • Ensure validity and accuracy of invoices and ERP inventory through analysis, internal validation and coordination with stakeholders across Nellis, • Partner with operations teams to ensure invoice accuracy including knowledge of cost reduction impact on financials, • Bachelor's degree in finance, accounting, or related field; MBA or CPA preferred, • 4+ years of work experience in Cost Accounting preferably in a distribution and/or inventory environment, • Experience in leading, monitoring and executing inventory count processes, • Ability to understand the inventory environment and the associated financial processes, • Knowledge of supply chain, receiving, inventory flow, operations process and distribution principles, • Ability to effectively analyze transactional level detail in an ERP system and articulate the key findings to management, • Advanced Microsoft Excel skills, • Excellent attention to detail and accuracy, • Excellent written and verbal communications skills, • Excellent project and time management abilities, • Able to manage multiple priorities and adapt in a fast-paced work environment, • Strong team player

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