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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

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

Leads team of relationship managers who serve Vanguards largest most complex distribution partners. To execute this strategy you will lead a large team of Relationship Managers aligned to our most strategically important clients.

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 excelle

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.

Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. Join our Wealth Advisors Group Team as a Summer Intern, providing essen

Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institutio

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

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. First Command Financial Advisors coach militar

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.

Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team. Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. Provides financial and investment planning and advice in collaboration with other team members to

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive financial solu

Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term re

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. Track: Financial Advisor Development Program Track (FADP). You will have access to profession

Performance Objectives: Build client and asset acquisition through referrals, prospecting, seminars, and networking Utilize financial planning tools to better understand clients' needs Continually exceed sales expectations Familiarization with Corebridge Financial products and services, along with a

Establishes individual financial plans based on client financial needs and objectives. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Managem

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

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 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.

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

Job DescriptionPosition Summary: The Portfolio Strategy Manager will serve as the functional lead for the firm’s centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firm’s financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firm’s investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office. Key Responsibilities: Centralized Trading Consulting Platform Leadership • Participate in the development and refinement of the firm’s centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above), • Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements., • Collaborate with the Head of Research & Trading, Director of Private Markets & the Firm’s Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firm’s investment philosophy., • Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks., • Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation., • Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy., • Serve as the advisor-facing expert on the firm’s portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring.Qualifications:, • Bachelor’s degree, • Active, current series 65 license or equivalent, • CFA/CAIA or progress toward designation a plus, • 5-8+ years of experience in investment strategy, asset allocation, or portfolio construction—ideally within an established RIA, family office, or private bank., • Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices., • Experience managing portfolio consulting initiatives at scale is strongly preferred., • Proficiency with portfolio analytics tools and financial software., • Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors., • Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership., • Proven ability to manage, guide and mentor direct reports, • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Nevada, North Carolina, Ohio, and Texas., • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals., • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future., • We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms., • At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience., • Parallel Advisors, LLC is an Equal Opportunity Employer.

Vanguard Financial Advisor Opportunity. 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.

We're seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. Strategic alliance programs that can help you grow your pract

Job Description Job purpose Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA), Estate Planning, and Tax Services firm dedicated to providing clients with integrated and personalized financial strategies. Through Trajan Tax, we offer clients comprehensive planning that goes beyond investments to include proactive tax strategies designed to maximize efficiency and protect wealth. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. The Tax CPA will play a key role in this mission by overseeing all of Trajan Wealth's internal tax reporting and leading the delivery of client-focused tax planning services. This is an exciting opportunity to shape and expand Trajan Tax Services as a core part of our holistic wealth management offering. This position would be working onsite at our Scottsdale corporate headquarters. Duties and responsibilities • Oversee all internal tax reporting for Trajan Wealth, ensuring accuracy, compliance, and timely filings., • Coordinate with leadership to forecast tax obligations, plan for liabilities, and ensure the firm is positioned for compliance and efficiency., • Monitor changes in tax law and regulations impacting Trajan Wealth's internal reporting, proactively updating processes and procedures., • Managing client engagements from start to finish which includes planning, executing, directing and completing tax projects, managing the budget, meeting deadlines and client expectations., • Identify and implement tax planning and consulting opportunities., • Prepare complex tax returns and prepare tax payments, as needed., • Maintain good working relationships with clients to enhance customer satisfaction and work., • Identify and assist with implementation of tax planning and tax savings strategies., • Research and consult on complex tax matters., • Research the implications of tax laws and advise clients on tax-related issues., • Demonstrates initiative, creativity, and imagination on approaching work., • Develops and maintains expertise in the taxation area, responsible to keep appropriate team members informed of changes and developments in the taxation area. Qualifications • Bachelors degree in Accounting or Finance or related field, • Licensed CPA, • 10+ year of progressive tax experience, • Ability to work independently and manage multiple assignments in a fast-paced environment, • Strong customer service focus, • Excellent verbal and written communication skills, • Strong organizational skills required; multi-tasker, • Strong analytical, research and critical thinking skills as well as decision-making skills Benefits • Competitive compensation - $160k to $185k base salary plus bonus, • 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 DescriptionSalary: Beginning at $111,500.00 Why Join Us? At Frost, we believe in more than just numbers. As a millennial-driven firm, we understand the value of work-life balance, continuous learning, and making an impact. Our Tax Managers are pivotal in shaping the financial futures of our diverse clientele while fostering a collaborative and innovative work environment. What You'll Do: • Client Advisory: Serve as a trusted advisor, helping clients navigate complex tax landscapes and develop effective strategies., • Team Leadership: Mentor and develop our talented staff, seniors, and supervisors, nurturing a culture of growth and learning., • Tax Expertise: Engage in comprehensive tax planning and compliance, managing intricate tax returns and special service engagements., • Client Engagement: Maintain ongoing relationships with clients, understanding their business needs beyond tax-related aspects., • Project Management: Efficiently manage project timelines and budgets, ensuring high-quality deliverables., • Network Building: Expand your professional network, contributing to our firm's growth and client retention., • Problem Solving: Provide innovative solutions and resolutions to complex tax issues. What We're Looking For: • Bachelor's degree in accounting or related field., • Minimum seven tax seasons of experience., • Certified Public Accountant (CPA) license., • Public Accounting experience., • Preferred experience in Agribusiness and mid to large-size tax firms., • Proficiencywith CCH Axcess, CCH Prosystems fx Engagement, CCH AnswerConnect and other tax preparation / research softwares., • Willingness to travel across the United States (20-40 nights/year)., • Ability to work extended hours during busy seasons. What's In It For You? • Competitive Compensation: We offer a salary that values your expertise and experience., • Generous PTO: Ample paid time off to recharge and enjoy life outside of work., • Comprehensive Benefits: Medical, dental, and vision programs., • 401(k) Retirement: Secure your future with our robust retirement plan., • Education Reimbursement: We support your continuous learning journey., • Career Growth: Access to our Coaching and Mentoring Program and internal learning opportunities., • Professional Memberships: We cover fees for business, civic, and professional organizations., • Well-being Resources: Support for your emotional well-being., • Life and Disability Insurance: Peace of mind with our paid insurance programs., • Parental Leave: Paid maternity and paternity leave., • CPE Memberships: We cover your membership fees to state CPA societies and the AICPA., • Paid CPE: Continuous professional education on us. The Frost Experience: • Initial Screening: A phone call to understand your fit for the role., • Panel Interviews: Engage with HR and potential colleagues to discuss your future with us., • Feedback Loop: Transparent communication throughout the hiring process. Who is Frost? Frost PLLC is a forward-thinking, full-service accounting firm dedicated to personalized financial advice. Our services span tax, assurance, advisory, business valuation, litigation, and animal welfare. We value respect, communication, and a can-do attitude in our associates. Join us if you want a career that balances professional excellence with a fulfilling personal life. *Please note that a detailed job description will be provided to all candidates who advance to the interview stage. This will give you a comprehensive understanding of the role and the exciting opportunities it offers. Frost, PLLCs policy is not to accept unsolicited referrals or resumes from any source that does not have a signed vendor agreement and directly from employees and candidates. • Frost, PLLC will not consider unsolicited referrals and/or resumes from vendors who do not have a signed vendor agreement with Frost, PLLC. (e.g. search firms, staffing agencies, fee-based referral services, and recruiting agencies.), • Any resume or CV submitted to an employee of Frost, PLLC, without a signed vendor agreement in place within the last year will be considered Frost's property.

This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehe

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

Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning. Financial Advisor Development Program Track (FADP). The mission of the Financial Advisor Development Program Track (FADP) Program

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic and ability to work independently Portable existing client relationships are a requirement San Blas Securities is an

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also 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. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

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 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.

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 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 Financial Professional, Financial Advisor, Financial Planner Entry level and experienced advisor opportunities available Locations: Scottsdale, AZ , San Diego, CA, Costa Mesa, CA About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities? At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success. What Sets Us Apart – the Cornerstones of Your Success • A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions., • Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm., • Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own., • Our Fast Start Marketing Program, helping new advisors drive regular activity and income as you build out your desired target market., • Joint work, collaborative culture: Work alongside experienced advisors who are committed to helping others grow, not just hit numbers., • World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients., • Career Development: Choose to build your financial planning practice or develop a team, with full experienced support., • In-House Marketing Resources: Gain access to branding tools and marketing strategies to grow your business and connect with clients., • Innovative technology for your digital practice. As a key contributor to the team, and to build your book of business, you will: • Build and nurture a robust network of clients seeking tailored financial planning services., • Expand your reach through effective strategies, including social media, networking events, referrals, and seminars., • Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions., • Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients., • Achieve necessary licensing to provide comprehensive financial support to clients., • Preferred but not required: a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field., • For career changers, prior successful sales experience a plus., • Confidence in addressing client objections and navigating challenging conversations., • An entrepreneurial mindset with a passion for business development., • Proven ability to cultivate relationships., • Interest in team building and mentoring others., • Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer., • Advisor-First Approach: Enjoy unparalleled resources and support designed to help you thrive., • Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors., • Flexibility and Independence: You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly. If you’re an ambitious professional looking to build or elevate your career in financial services, GoldBook Financial is the place to achieve your goals. Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed. Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Benefits: • 401(k), • 401(k) matching - up to 10% company match, • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Professional development assistance, • Retirement plan, • Vision insurance #LI-GF1

Job Description Position: Capital Markets Associate Company: Pravati Capital Location: Scottsdale, Arizona – 100% in office About Pravati Capital: Pravati Capital is an SEC registered investment advisor established in 2013, and headquartered in Scottsdale, Arizona. Our distinctive investment strategy involves providing debt financing to law firms and litigants in the United States. Job Summary: Pravati Capital is seeking an ambitious Capital Markets Associate to join our team. Reporting directly to the Managing Director and CEO, this role is primarily responsible for spearheading and facilitating our fundraising endeavors as well as managing our existing investor client relationships. This role offers a unique opportunity to work with a growing fund manager and play a pivotal role in achieving our growth objectives. It involves direct interaction with prospective and current investors, demanding the highest standards of professionalism and client service. The role requires significant engagement with investors through calls, presentations, and pitches. Ideal candidates will possess a basic understanding of private market funds or have a basic background in finance or economics. They should also be self-starters, willing to dive into the details to facilitate the capital raising process. Key Responsibilities: • Engage prospective investors through outreach, scheduling meetings, and conducting in-person or virtual conferences. May involve making up to 25 phone calls daily., • Prepare due diligence materials, presentations, and assist with ad hoc requests from investors related to their potential investment in our fund(s)., • Organize and maintain prospective investor contacts while updating profile information in the company's CRM system. Curating lead and call lists., • Assist in developing and maintaining marketing materials, pitch decks, and presentations., • Collaborate on strategic capital raising initiatives and marketing efforts., • Address information requests from existing investors and maintain strong client relationships through regular communication., • Attending capital markets and industry conferences, participating in road shows as required, including periodic domestic and international travel (up to 30% of the time). Qualifications: • Bachelor’s Degree in Accounting, Finance, Marketing, Economics, or related field., • 1-3 years of experience in capital markets or investor relations within private equity, venture capital, private debt, hedge funds, investment banking, or institutional asset management. Sales and marketing experience is also acceptable., • Comfortable with phone-based outreach and outbound marketing efforts., • Exceptional multitasking skills, process-oriented, and adept at managing complex situations., • Proficiency with marketing tools and CRM software., • Strong communication skills, both written and oral., • Outstanding networking skills., • Should possess a fair amount of financial acumen, with a good understanding of financial markets and different types of investment strategies. Private debt experience is highly desired., • Has familiarity with SEC regulations as it pertains to investment advisors and private funds., • Intermediate proficiency in Microsoft Office, including Excel, Word, and PowerPoint., • Resides in the Phoenix-Scottsdale metro area or is willing to relocate.

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 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 Description JOB SUMMARY This position contributes to Sanctuary success by assisting in directing the financial activities of the resort, safeguarding assets, and preparing all financial reports in accordance with generally accepted accounting principles. Serve as financial advisor to resort management and ownership; with a focus on living the Sanctuary mission vision and values. JOB FUNCTIONS Note: the following duties and responsibilities are not all-inclusive. • Support the Director of Finance in directing budget and cost controls, performing financial analysis and accounting procedures., • Coordinate, manage, and prepare monthly financial statement processes., • Prepare monthly account reconciliations for all balance sheet accounts., • Directly supervise accounting staff and carry out supervisory responsibilities in accordance with organization policies and applicable law., • Effectively resolve staff workplace issues through problem resolution., • Coach and counsel for accounting staff when appropriate, providing continued staff development., • Maintain accurate and up-to-date balance sheet reconciliations which will result in a successful year-end audit review from our outside auditors., • Develop policy and procedure manuals for the accounting department., • File monthly Arizona Department of Revenue sales tax returns., • Complete 8027 annual tax returns., • Process all CAPEX payments and keep track of project budget., • Input weekly forecasts and monthly budgets for all departments in Timesaver., • Take the initiative to make contributions to the department and resort while maintaining positive working relationships with co-workers., • Maintain good safety habits and report unsafe or hazardous conditions to Security., • Maintain a positive work atmosphere by acting and communicating in a manner that enables getting along with guests, vendors, co-workers, and management., • Orders office supplies as needed or requested. The individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he/she can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities. • Basic mathematical skills., • Detail oriented with strong organizational skills., • Ability to listen effectively, to speak and write English clearly., • Ability to exercise judgment in evaluating situations and in making sound decisions, • Ability to maintain a pleasant disposition and work smoothly in a highly stressful work environment., • Solid interpersonal skills and a positive attitude are a must., • Ability to sit at a desk for long periods of time to perform essential job functions., • Knowledge of business law, federal, state, and local taxes. Also, the Department of Labor regulations., • Must maintain highest ethical standards – possessing integrity, honesty, care and fair mindedness, • Ability to access and accurately input information using a computer., • Maintain a high level of work quality and quantity per resort standards. Education High School Diploma/G.E.D. Equivalent Four-year bachelor’s degree in accounting, Business, Hospitality, or related fields. Related Work Experience Four to six years of relevant experience preferred. Required Knowledge Expert knowledge of Microsoft Excel. Familiar with P.M.S. and P.O.S. operations. Knowledge of Opera, Micros 3700, Microsoft Exchange, and various Microsoft operating systems is highly recommended.

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 Description As one of the nation’s largest multi-family and student housing community developers, The Dinerstein Companies has completed over 75,000 multi-family apartments and 44,000 student housing beds in 26 states. TDC is an integrated company specializing in the development, construction, and property management of the nation’s finest apartment communities, with over sixty years in business. Whether it’s luxury mid-rise, high-rise residences or the most innovative off-campus student housing, TDC has the experience, expertise, and reputation for developing premier apartment communities. We are an experienced company. Not a management company. We wake up daily with a renewed mission towards genuine hospitality and authentic care. We seek to build and encourage relationships that create lasting memories. People will know why we love our work by how they feel after each encounter with our team and our communities. The extra degree of customer service makes all the difference. TDC looks for dynamic individuals eager to be the face of our company, brand, and property in our markets. Team members should embody the Core Values of The Dinerstein Companies. Our Community Assistants are the face and personality of the property. Your primary role as a Community Assistant will be to support the property’s leasing efforts, including: • Managing all leasing inquiries, conducting tours, performing follow-ups, and assisting prospects with the application process., • Ensuring digital and/or physical lease files are accurate, complete, and organized., • Reporting traffic, application, and lease number variances to appropriate team members., • Ensuring daily tasks and follow-ups are completed and documented., • Providing excellent customer service to residents, parents, and prospects., • Managing resident requests, concerns, and complaints in a timeline manner., • Assisting in the planning and execution of community events., • Tending to after-hours emergency calls as needed/required by the on-site management team., • Participating in seasonal team events, including turn and quarterly unit inspections., • Online coursework on fair housing, customer service, and company policies., • Follow-ups on prospect, resident, and maintenance surveys to ensure the highest level of customer service., • Regular audits of lease files, resident ledgers, and property reports., • Previous experience in customer service or a related field is a plus, but your passion and people skills are what truly shine., • A commitment to staying informed about the property., • Detail-oriented mindset and the ability to manage multiple tasks efficiently., • Comprehensive health coverage: Medical, dental, and vision insurance provided for eligible employees., • Robust retirement planning: 401(k) plan available with employer matching for eligible employees., • Financial security: Life and disability insurance for added protectionfor eligible employees., • Flexible financial options: Health savings and flexible spending accounts are offered for eligible employees. Apply Today! Are you ready to open the door to a fulfilling career, becoming a vital part of our community, and helping individuals find their perfect home sweet home? The first step in joining us by submitting your resume to: We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionCompany Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers. Job Description As a Mortgage Advisor, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well. ***We offer a guaranteed monthly bonus for first three months! ***Our top producers for the Mortgage Advisor I role make north of 130K ***Our top producers for the Mortgage Advisor II role make north of 200K Work from home/hybrid: We are proudly offering hybrid options in the Phoenix, AZ metro market. What you’ll do: • Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility, • Advise and educate clients on the Lendage mortgage products and the application process, • Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval, • Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process, • Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process, • You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledgeQualifications What you'll bring: • Current AZ resident - role must reside in AZ, • Active NMLS (or able to be reactivated), • Have passed the SAFE exam, • 1+ years of mortgage lending experience for the Mortgage Advisor I role, • Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company, • Ability to work both independently and as a team player, • Ability to work in a continually changing, entrepreneurial team environment, • Passion, great communication skills, self-motivation, a positive attitude, and competitive spirit, • Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity Additional Information All your information will be kept confidential according to EEO guidelines. Achieve well-being with: • 401 (k) with employer match, • Medical, dental, and vision with HSA and FSA options, • Competitive vacation and sick time off, as well as dedicated volunteer days, • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs, • Up to $5,250 paid back to you on eligible education expenses, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first. Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader. #LI-KM1

Job Description Bankruptcy Attorney Headline: Chapter 7 Focused, Bankruptcy Attorney—Shape impact with a team setting the new standard. Company Introduction: At Avallonn, we believe that financial empowerment is a tool of the new normal. Our legal team is a key partner to clients facing mounting debt, while fighting misinformation in a fast-moving digital environment. We are trusted advisors, negotiators, and strategist, who guide individuals and businesses through financial hardship with skill, patience, and respect. About the Opportunity: We are seeking a candidate with at least a minimum of one year experience as a practicing Chapter 7 Attorney, with an active AZ Bar license in good standing, to join our expanding team. This is a rare opportunity to immerse yourself in the world of financial disputes, asset negotiation, and high-impact debt restructuring plans that affect individuals and small businesses. You will do more than draft motions; you will be an integral part of case strategy, creditor talks and crafting creative solutions that provide relief. What You’ll Do · Guide clients through case assessment, eligibility, and bankruptcy preparation · Draft and file petitions, prepare schedules and disclosures, and represent clients at all required hearings · Negotiate with creditors and trustees for the best possible client outcomes · Mentor others in customer care, communication, and professionalism · Collaborate with colleagues to integrate technology, credit rebuilding, and financial awareness tools into client service. · Help build our reputation for making stressed clients feel at ease and empowered What Makes You A Great Fit · Juris Doctorate from an ABA-accredited school and an active, clean Arizona Bar license · At least one year of Chapter 7 practice; additional state bars and debt settlement experience are a plus · Required: A minimum of 12 months in hospitality or direct client-service industry work in restaurants, bars, hotels, retail, counseling, or similar customer-focused environments. We hire attorneys who know how to connect with people and keep calm under pressure · Adaptable, skilled communicator and problem-solver · A client centered, non-confrontational interaction style · Comfortable with technology: NextChapter, MS Office, CRM tools · Eager for rapid onboarding (ready to go solo after 1–2 days of in-depth training) Your Impact You will be a trusted advisor to clients under immense financial pressure, combining legal skill with empathy and patience. Your ability to connect with people—honed in hospitality or other service roles—will help clients feel supported, informed, and empowered. That mindset is essential here. Compensation And Benefits We believe in rewarding both stability and growth: · Base Salary: $70,000–$75,000 annually, depending on experience. · Profit Sharing: After 5 months, attorneys enter our profit-sharing track. This starts at 10% and grows by 5% every six months, capped at 35% in year four. · By year four, attorneys who have demonstrated excellence and cultural fit may be invited to explore partnership opportunities. · Work-life integration: Hybrid remote options and generous paid leave, including wellbeing days, to ensure you can do your best work without burning out. Why You Belong Here Be a part of a firm that values client care and impact A drive to thrive both independently and in a collaborative team environment A desire to deliver not just excellent legal work, but also an experience that leaves clients more confident about their future. If you are a lawyer who thrives on serving people — not just processing cases — you’ll find a home here.

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: • Work with a high-performing & growth-oriented team of advisors, • Provide technical and financial support to the advisor team, • Contribute to research projects, • Create client presentation materials, • Be exposed to ongoing client service, sales presentations, and new client onboarding, • Self-starter with a proactive approach to asking questions and problem-solving, • Basic knowledge base across investments, economics, accounting, and financial planning, • A desire to learn more about the wealth management industry, • Excellent attention to detail, multi-tasking, and time management skills, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Location: This position is based out of our office in Scottsdale. This is an in-office position. Salary: $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!

Job Description Position: Vice President, Portfolio Management Location: Scottsdale, AZ (Global Headquarters) Type: Full-Time, Leadership Role With 45 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$ 4.5 billion of real estate assets in the United States and Canada, with more than 88,000 acres under management Position Summary The Vice President, Portfolio Management will be a senior leader within Walton’s Portfolio Management and Real Estate teams, overseeing the performance and execution of investment strategies across Walton’s funds and land assets. This role is critical to driving value for our investors through strategic portfolio oversight, cross-functional leadership, and execution of Walton’s real estate investment objectives. We are searching for a professional with strong analytical skills and a high attention to detail, along with highly developed communications and interpersonal skills. This position will report directly to the Executive Vice President, Finance and Portfolio Management. Responsibilities • Oversee portfolio management activities for Walton’s investment funds and land development projects, ensuring strategies align with company objectives and investor expectations., • Help to lead, mentor, and manage a team of analysts and associates, fostering professional growth and accountability., • Serve as a key advisor to the executive team, providing data-driven insights and recommendations to support portfolio decision-making., • Develop and oversee sophisticated financial models and portfolio optimization strategies., • Partner with the Land Asset Management, Capital Markets, Operations, and F&A teams to execute investment strategies and drive portfolio performance., • Review and evaluate acquisition and disposition opportunities, ensuring projects deliver market-appropriate returns., • Contribute to Capital Markets fundraising efforts and initiatives globally., • Maintain strong relationships with internal and external stakeholders, including financial institutions, investors, and business partners., • Ensure compliance with internal controls, risk management standards, and audit processes. Qualifications • Bachelor’s degree in finance, Business, Accounting, Real Estate, or related field; MBA or advanced degree preferred., • 10+ years of experience in real estate investment, portfolio management, or related field, with proven leadership in managing high-performing teams., • Advanced financial modeling skills with deep knowledge of Excel, • Strong knowledge of real estate markets, investment strategies, and asset management., • Exceptional quantitative and qualitative analytical skills., • Excellent interpersonal and communication skills with the ability to influence at all levels of the organization., • Ability to manage competing priorities and execute under pressure., • Demonstrated high ethical standards and professional integrity. Why Walton At Walton Global, we’re committed to supporting our employees both in and out of the workplace. Our comprehensive benefits package and employee perks are designed to promote well-being, growth, and a healthy work-life balance. Here’s what we offer: • Health & Wellness, • Employer Paid: Medical, • Dental, and Vision insurance, • HSA and FSA options, • Life insurance, • Short-term and long-term disability coverage, • Financial Security, • Competitive compensation packages, • 401(k) retirement plan, • Bonus incentives (based on role and eligibility), • Paid parental leave, • Time Off & Flexibility, • Generous PTO policy and paid company holidays, • Flexible work schedules and hybrid/remote opportunities (depending on role), • Professional Growth, • Training and development opportunities, • Cross-functional collaboration and global exposure, • Additional Perks, • Company-sponsored events and team-building activities, • Casual dress code (where applicable) We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.