Financial advisor jobs in Mesa, Arizona - Page 2Create job alerts

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

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we empower professionals to shape their success while

Job DescriptionB2B Insurance Sales RepresentativeCompany:Canyon Creek Financial Secure a Purpose-Driven Career with Long-Term Support At Canyon Creek Financial If you value meaningful work and the chance to grow with a company you can trust, you'll feel right at home here. At Canyon Creek Financial, we don't just build strong client relationshipswe build strong teams rooted in integrity, preparation, and mutual respect. This entry-level B2B Insurance Sales Representative role is designed for someone who wants to make a real difference, with the training, systems, and mentorship needed to succeed confidently. You'll help business owners and their employees access important financial protectionwhile building a career with structure, long-term potential, and purpose. Why This Role * Structured Start, Strong Support Begin with a base draw and licensing support to set you up for successwith continued training and mentorship provided to attain your goals. * Build Trust-Based Relationships Focus on long-term client connections by being a reliable, informed advisor. * Backed by a Proven System Clear guidance, reliable processes, and expert-led training to help you grow with consistency. * Work With a Team That Has Your Back Join a culture that values loyalty, preparation, and mutual support. Your Role at a Glance * Connect with local business owners (in-person, direct sales) as an independent contractor, to introduce supplemental insurance solutions that protect their employees and families * Educate clients through structured consultations to help them choose coverage with clarity and confidence * Provide ongoing follow-up and long-term service as a dependable advisor * Grow your business through community outreach, networking, and team collaboration This Role Is Ideal for Someone Who Is * Steady & Attentive Values structure and detail, thrives on being dependable * Trustworthy & Grounded Committed to honesty, reliability, and integrity * Prepared & Purposeful Confident when well-prepared and deliberate in decision-making * Mentorship-Minded Appreciates learning from leaders and guiding others in time * Growth-Oriented but Security-Driven Seeks advancement, but on a strong, stable foundation Compensation & Benefits * Earnings: $65,000 $85,000+ in your first year (Starting base draw, uncapped commission, bonuses) Pay Structure: Weekly base draw during ramp-up, then ongoing commissions and incentives * Support Provided: * State licensing support & reimbursement * CRM access, marketing tools, and structured training * Quarterly & annual incentives (cash bonuses, trips, recognition) Schedule & Work Environment * Schedule: Monday to Friday (occasional weekend flexibility) * Work Environment: In-person, business-to-business (B2B) sales within your local area * Products: Supplemental insurance solutions tailored to protect businesses and their employees Why Canyon Creek Financial: We believe in earning trustboth with our clients and with our team. That's why we provide every representative with the support, structure, and resources needed to build a stable, meaningful, and lasting career. Here, loyalty is rewarded with opportunity, careful approaches are respected, and growth is supported every step of the way. Apply today and take the first step toward a career with real security, support, and purpose. Learn more at:

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

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Sr. Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Responsibilities: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled., • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • Guiding and training peers on new tasks Education: · High School diploma with a Bachelor's degree highly preferred Experience: · Five plus years of job related experience required · Financial services industry required · Prior experience working in an office environment with a customer service focus helpful Certifications: · Notary designation a plus Job Skills: · Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail · Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors · Excellent verbal and written communications skills a must · Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus. · Strong desire for continuous self-learning and professional growth Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $60,350.32—$71,000.38 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionSalary: DOE Who we are: Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professionals work to achieve our clients long-term objectives by addressing all aspects of our clients financial affairs including investment management, estate planning, tax planning, wealth transfers, business sale, and succession planning. About the Role: We are seeking an organized, proactive, detail-oriented, and highly professional Client Services Associate to support two Wealth Advisors in our Scottsdale, AZ office. Candidates should be motivated to create the best client-facing experience in our industry. This role will work with a team to support 3 Wealth Advisors. Hours: This role is onsite in our Scottsdale, AZ office. Monday - Thursday: 8am-5pm Friday: 8am - 2pm Responsibilities: • Provide white-glove customer service to clients on accounts and other various needs., • Complete tasks & paperwork for several processes including client onboarding, private fund entry, and accountmanagement., • Support advisors by helping prepare for and completing follow-up tasks from client meetings including preparation of financial plans, balance sheets and net worth statements, performance reports, portfolio proposals, and various presentations for client meetings., • Assist advisors with the organization and analysis of client information, periodic reporting, preparation of financial plans and responses to client questions., • Understand and adhere to internal compliance and external requirements necessary for clients., • Schedule meetings & travel for advisors across multiple timezones., • Assist with coordination for wealth planning items tax planning and tax return review tasks., • Anyadditional tasks as they come up or as the business evolves to support the team. Required Qualifications: • Strong organizational skills and attention to detail., • Proactive time management skills., • Excellent written and verbal communication skills., • Adhere to all compliance/risk procedures and follow corporate and industry protocols., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)., • Ability to thrive in a collaborative team environment. Preferred Qualifications: • 2+ years financial industry experience and/or bachelor's degree in relevant field., • Series 65 License (or equivalent)., • Experience with CRM software and data management., • Experience with processes and procedures at Charles Schwab and/or Fidelity (Wealthscape) advisor portals. We offer competitive pay and a fantastic opportunity for learning and growth. Full-time employees receive medical, dental, and vision coverage, with a generous contribution towards medical costs. Basic life and AD&D insurance are provided by Crewe Advisors. We also offer a 401(k) plan with company match after 6 months of employment. Enjoy flexible paid time off and 10 paid holidays! The safety and security of our employees and clients is our top priority. All offers of employment at Crewe Advisors are contingent upon a clear background check.

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

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. 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 Talent team. #LI-MS1 Powered by JazzHR OmLFumt44O

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

Job 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 DescriptionBenefits: • 401(k), • Health insurance, • Paid time off, • Competitive salary 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, youll 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., • Bachelors 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 youre a service-minded CFP looking for a place to grow your career, build your earnings potential, and work in a collaborative, team-based environment, wed love to hear from you.

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 DescriptionFinancial Advisor – Scottsdale, AZ / Hybrid Are you an experienced advisor with a strong network and the confidence to run your own book? Do you want the freedom of independence without giving up the support of a high-performing team? The Role This Financial Advisor role is designed for established professionals who want more than a standard corporate path. At OnePacificFS.com, independence doesn’t mean starting from zero. It means joining a platform built for ownership, alignment and long-term success. You’ll grow your existing relationships, expand your network and build real value in your practice. You’ll have the autonomy to manage your business your way, while benefiting from strong operational support and a collaborative, results-focused environment. This hybrid position is headquartered in Scottsdale, AZ and offers the flexibility to work independently while staying connected to a driven team. Earnings potential • Year 1: $250,000 – $500,000, • Year 2: $500,000 – $1M, • Year 3: $1M+Key Responsibilities, • Maintain and grow your existing client relationships, • Provide tailored financial guidance aligned with client goals, • Generate new business through referrals and professional contacts, • Build a long-term, sustainable book of business Our focus is simple: support strong advisors, encourage independence, and reward performance. The Benefits • Real independence without starting from scratch, • Equity and ownership opportunities, • Uncapped earning potential, • Hybrid flexibility with strong back-office support, • Holds an active Securities and Health / Life insurance license, • Has an established client base or strong professional network, • Is motivated by ownership and long-term growth

Job Description About Trajan Wealth Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. Role Overview We are seeking an experienced and detail-oriented Accountant to support day-to-day accounting operations with a strong focus on payroll, expense reporting, and payroll tax coordination. The ideal candidate will bring strong analytical skills, organizational excellence, and the ability to work independently in a high-volume, fast-paced environment. This position would be 100% onsite at our Scottsdale corporate office. Duties and responsibilities • Ensure timely and accurate bi-weekly payroll processing (including commissions, bonuses, and adjustments) using Isolved., • Maintain payroll records by collecting, auditing, and entering data accurately., • Coordinate payroll tax registration and compliance across various states., • Track and reconcile commission payments; audit data and enter into CRM., • Process expense reporting, including invoice review, coding, and payment., • Support month-end close processes and reconciliations as assigned., • Scan, organize, and maintain financial documents in accordance with internal procedures., • Maintain a high level of confidentiality and integrity when handling sensitive financial and employee information., • Provide general administrative and financial support to the Finance team. Qualifications • Bachelor's Degree in Accounting or related degree program., • 5+ years of accounting experience, • Experience with NetSuite, • Understanding of multi-state payroll tax registration and compliance, • Proven experience in accounting or finance roles, ideally with payroll and AP exposure., • Strong Excel skills and attention to detail., • Ability to manage multiple priorities and deadlines with urgency., • $75-90k base salary plus bonus, • 401k with matching component up 13%, • United Healthcare PPO Medical employee coverage paid by Company, • Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available, • Generous holidays and PTO

Job Description We are currently seeking an experienced Investment Specialist to join a reputable and growing Registered Investment Advisor (RIA) firm based in Mesa, AZ. This role is ideal for an investment professional with a strong analytical mindset, deep market knowledge, and a passion for portfolio management and investment strategy. The Investment Specialist will play a key role in supporting investment decision-making, conducting in-depth research, and contributing to portfolio construction and ongoing management. This position offers the opportunity to work closely with experienced leadership in a collaborative, high-performing environment. Schedule: On-Site Monday-Friday 8am-5pm Pay: 90-130k (DOE) Key Responsibilities • Conduct comprehensive investment research and analysis across asset classes, • Support portfolio construction, asset allocation, and ongoing portfolio monitoring, • Analyze financial markets, economic trends, and investment opportunities, • Assist with risk management strategies and performance evaluation, • Prepare investment reports, recommendations, and presentation materials, • Collaborate with advisors and internal stakeholders to support client investment strategies, • Bachelor’s degree in Finance, Economics, or a related field, • CFA designation or CFA candidacy strongly preferred, • 5+ years of experience in investment management or portfolio management within the financial services industry, • Proven track record of success managing investment portfolios and delivering strong investment outcomes, • Deep knowledge of financial markets, investment products, and portfolio management principles, • Expertise in asset allocation, security analysis, and risk management, • Opportunity to work with a well-established, reputable RIA, • Collaborative, professional, and growth-oriented environment, • Exposure to complex investment strategies and portfolio management, • Long-term career growth potential within investment management About Pinnacle The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets. EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Company DescriptionAbout Pinnacle The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets. EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.About Pinnacle\r\nThe Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.\r\n\r\nEOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description 1-800Accountant is the nation's largest virtual accounting services firm, dedicated to providing accessible and affordable tax and accounting solutions for small business owners across all 50 states. We are committed to empowering entrepreneurs by offering expert financial guidance and innovative technology. Our team culture values integrity, collaboration, and continuous innovation. Ready to build a successful and fulfilling career that offers professional growth and work-life balance? We are looking for a Sales Representative to join our Arizona office. This is an ideal opportunity for driven professionals who excel at building relationships and serving as a trusted advisor to clients. You will have a direct impact on the success of small businesses while enjoying a flexible work environment that values your contributions. Responsibilities: * Proactively manage a high-volume pipeline of qualified leads and prospects. * Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement. * Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach. * Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle. * Master our CRM system and other sales tools to efficiently manage your pipeline and client information. * Other duties as assigned. Additional Position Details: * Work Location: On-Site * Standard Operating Hours: 9:00am-5:30pm MST * Training: Comprehensive training program for the first two weeks of employment * Employment Type: Full-time, Non-exempt What you’ll bring to the team: * A professional with sales experience and a proven track record of meeting and exceeding sales targets. * An expert communicator who is skilled at building trust and rapport with clients via phone and video calls. * Highly disciplined, self-motivated, and goal-oriented with excellent time management skills. * Comfortable and adaptable with new technology, using it to enhance your workflow and client interactions. * A collaborative team player who thrives in a supportive environment and is open to coaching and mentorship. Nice to Have: Compensation & Benefits: * Compensation: * Commission: Uncapped commission structure with a clear and transparent plan, providing significant upside potential for top performers. * Expected On-Target Earnings (OTE): The average OTE for this role is between $60,000 and $120,000, with top performers exceeding this range. * Benefits: * Eligibility: Benefits begin the 1st of the month after 60 days of employment. * Company-Paid Benefits: Basic Life Insurance and Long-Term Disability. * Optional Benefits: Various medical, dental, vision, and disability insurance options through Anthem BCBS, as well as Short-Term Disability, Critical Illness, Accident Insurance, Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance. * 401K: Available after 6 months of employment with a company match and vesting schedule. * Paid Time Off (PTO): 10 days of PTO, 5 company holidays, 2 floating holidays and 3 sick days Join the Team That’s Revolutionizing Small Business Accounting 1-800Accountant is not your typical accounting firm. We pride ourselves on fostering work/life balance, offering unparalleled opportunities for internal growth, and embracing innovation. Our team enjoys flexibility, competitive compensation, and access to cutting-edge technology. At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age. Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success. We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you. We do not provide any type of visa sponsorship at this time. All applicants must be authorized to work in the United States. Diversity 1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful. Accommodation Statement 1-800Accountant is an Equal Opportunity Employer and provides reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require accommodation during the application process, please contact us at . #Sales1AZ

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 DescriptionSalary: $50,000 - $61,000 annually (depending on experience) 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. The Role: UAT is looking for a Financial Aid Advisor that is driven to help our students finance their education seamlessly. The Financial Aid Advisor will be responsible for reaching out to our brilliant students and assisting them through the FAFSA process, discussing other financing options, completing document verification, packaging students, and ensuring students have a financial plan in place for payment of institutional charges.Our students are incredible and our Financial Aid Advisors are there to ensure students can achieve their dreams to start their journey of higher education. Responsibilities: • Coordinate financial consultations with prospective students, • Create financial estimates and assist students with year-round financial planning, • Provide both prospective and current students with alternate funding options, • Assisting students by finding creative resources to help fund their education., • Working hand-in-hand with the student to meet the needs is important as financial aid planning is not a one-size-fits-all., • Educate prospective and current students regarding regulations, policies, procedures, and requirements for select financing options including federal financial aid, • Provide proactive, accurate, and comprehensive know-how to students while focusing on delivering a top-notch student experience, • Manage various student accounts to ensure timely and accurate communication Skills/Requirements: • Bachelor's degree required, • You have experience with the entire financial aid process including but not limited to FAFSA, assisting with all required financial aid documents, verification, packaging, entrance and exit counseling, etc., • You have experience working in a high-volume financial aid department while being responsible for your own cohort of students, • Youre smart, innovative, and see your ideas through to the finish line, • Youre the definition of a team player. You're friendly and genuine., • You show excellent interpersonal and relationship building skills, • Youre skilled, resourceful, and a fearless problem-solver, • Youre a master of communication and collaboration internally and cross-departmentally, • You maintain trustworthiness, confidentiality, and are discreet, • You take ownership and go the extra mile to get the job done, • You consistently execute deadlines while navigating through a fast-paced environment Salary: $50,000-$61,000 / annually (depending on experience) Location and Work Hours: • This is not a remote position; candidates must be willing and able to work in-person at the Tempe campus, • Monday through Friday, 9am-6pm Summary of Employment Benefits: • Medical insurance option with UAT covering over 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 lunch at the caf, on us, YUM!, • University Store Discount amongst other Discount Programs., • Positive, open, and transparent Work Environment and culture that includes Kudos Program, Casual Fridays and Select Work Weeks, Employee Wellness Activities, Bring your Pet to Campus, along with Summer and Winter Happiness Events., • Flexible Work Schedule: Telecommuting options based on tenure., • Employee Training and Development: Essential Skills Modules are scheduled on the job, allowing for learning, working, and implementation. UAT does not discriminate on the basis of race, color, religion, national origin, sex, age, or disability. It is our intention that all qualified applicants be given equal opportunity and that the selection decision be based on job-related factors. UAT does not sponsor foreign visas. Thank you for your understanding.

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

Job Description About Trajan Wealth Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. Role Overview We are seeking a Chief Technology Officer (CTO) to lead our software development efforts and oversee internal technology infrastructure as we continue to scale. This role is both strategic and hands-on, responsible for aligning technology initiatives with business objectives while ensuring our systems are secure, scalable, and reliable. This position would be fully onsite at our corporate headquarters in Scottsdale AZ. Duties and responsibilities Technology Strategy & Leadership • Develop and execute Trajan Wealth's overall technology strategy in alignment with business goals, • Serve as a key partner to executive leadership on technology planning, innovation, and risk management, • Oversee the design, development, and ongoing enhancement of internal and client-facing software platforms, • Own and evolve platforms including Creatio (CRM/workflow automation), Snowflake (data warehousing), Sigma (analytics and reporting), and Trajan's mobile application, • Establish development standards, best practices, and governance across the SDLC, • Lead the evaluation and implementation of AI-driven solutions to improve Company productivity, operational efficiency, and client experience, • Ensure all software solutions are scalable, secure, and aligned with long-term business needs, • Oversee internal infrastructure including cloud environments, networks, systems, and end-user technology, • Ensure system reliability, performance, disaster recovery, and business continuity, • Manage cybersecurity strategy, data protection, and vendor risk, • Ensure technology controls support regulatory and audit requirements for an RIA and estate planning firm, • Establish and maintain policies related to data security, access management, and incident response, • Act as a key contact for technology-related audits, risk assessments, and compliance reviews Qualifications • Bachelor's Degree in related field, • 10+ years of proven experience in a senior technology leadership role (CTO, VP of Technology, or similar), • 7+ years of leadership experience, • Strong background in software development, architecture, and modern development frameworks, • Experience leading CRM platforms (Creatio or similar), data platforms, analytics tools, and mobile applications, • Hands-on experience with cloud infrastructure, cybersecurity, and enterprise systems, • Experience implementing or overseeing AI, automation, or advanced analytics solutions, • Prior experience in financial services, wealth management, fintech, legal, or other regulated environments strongly preferred, • Ability to balance strategic vision with hands-on execution, • Strong leadership, communication, and cross-functional collaboration skills Benefits/ Working conditions • Compensation: Competitive base salary $280 to $380K base plus depending on experience, plus a monthly bonus., • Retirement: 401k with a matching component up to 13%., • Healthcare: United Healthcare PPO Medical (employee coverage paid by Company)., • Comprehensive Coverage: Delta Dental PPO, Vision, Life Insurance, and Short/Long Term disability options available., • Time Off: Generous holiday schedule and PTO

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

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

Financial Advisor Edward Jones Connection.

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It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets.The Company also provides mortgage financing and title services for homebuyers through its mortgage and title subsidiaries.The right candidate will supervise assig

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets.The Company also provides mortgage financing and title services for homebuyers through its mortgage and title subsidiaries.Please visit our website at for more in

Are you highly competitive, motivated by results, and looking for a role where your earning potential has no limits? Our award-winning Inside Sales & Retention teams excel at driving customer decisions by selling the value of EchoStar's products and services using a consultative approach.This role i

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Are you highly competitive, motivated by results, and looking for a role where your earning potential has no limits? Our award-winning Inside Sales & Retention teams excel at driving customer decisions by selling the value of EchoStar's products and services using a consultative approach.This role i