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Job Description Come work with us!! We want you to join our team, why you ask? Well, we are one of the top places to work in Orange County. That’s right, Optimum has been recognized as one of OC Top Places to Work for the past 5 years. We offer competitive salaries, encourage work life balance and a strong support staff for our fantastic team of Community Managers. WHO WE ARE Our company strives for excellence, we are passionate about providing our customers with the highest quality of service, we work as a team, care for one another, and are honest and ethical. Our people are our greatest asset and therefore, we understand and strive to provide a good work life balance for all our employees. These core values not only characterize what we look for in our employees, they also guide us as an organization. We welcome and encourage creative individuals with innovative ideas who possess the same passion in what we do. We strive to create an environment that is respectful, diverse and excitingly fast-paced. OUR COMMITMENT Our focus is to elevate industry service standards following our 26-year service vision. Our vision serves as the framework for our roadmap and guides every aspect of our business by describing what we need to accomplish in order to continue achieving sustainable, quality growth. We are committed to enhancing our leadership and industry expertise to become the premier choice in community management. We are known to provide the best Community Manager support in the industry! We are looking for an Experienced Community Manager that understands the benefits of a team culture and works with support staff to exceed the expectations of our clients and vendors. Our priority is ensuring quality service and striving to be better than our competitors. HOW WE INVEST IN YOU We offer a competitive salary along with medical, dental, life insurance, 401K match, mileage reimbursement, paid vacation, paid sick leave and paid holidays. We compensate you for effectively managing six or more associations, along with a portion of all Management extras. We provide a work life balance by providing flex time and a generous amount of paid time off. We are proud of our on-going training program, paid CAI classes, certification opportunities and professional growth. These are just a few ways we invest in YOU! RESPONSIBILITIES • Manage a portfolio of community associations, attends monthly board meetings, acts as an advisor to the Board of Directors, homeowners and vendors, • Work off of an annual calendar, solicit proposals, review proposals/contracts, prepare bid comparisons, review and approve all payables and review monthly and annual financial statements, • Check in with supervisor daily to advise of any issues or concerns, • Manage deadlines and responsible for client retention, • Provide support in the areas of administration, annual meeting preparation, audit & Tax Filing and budget coordinator., • Minimum of 3 years HOA experience, • CMCA, CCAM, or PCAM Certification Preferred, • High ethical standards, motivated and flexible, • Ability to work in a fast paced environment, work well under pressure and adhere to deadlines, • 4 year college degree preferred but not required, • Customer service driven, must be able to deal with all types of personalities, • Excellent communication skills, • Multitask, prioritize and adhere to deadlines, • Critical thinking & problem solving skills, • Strong organizational and time management skills, • Proficient in Microsoft Office

Job DescriptionSalary: $50,000-$70,000 Based on Experience Job Summary: The primary responsibility of this position is to recruit, conduct phone work, set appointments, interview prospective students, enroll, and retain students for the school through direct lead call backs and on site interviews/tours. It is imperative to be able to motivate and guide the students toward the future goal of a career within a nursing program. The admissions Advisor will work under the direction of the Regional Director of Enrollment Management. Essential Job Duties Responsibilities: Maintain compliance with all State, Accreditation, and Department of Education Standards. Assist in the development and implementation of an effective marketing plan. Meet or exceed all enrollment goals that have been set by the Director. Conduct interviews and campus tours of school campus. Address any issues or concerns raised by students or parents of students regarding cost, financing, class starts, curriculum, tutoring, campus safety, testing procedures or cancellation policy. Assist prospective students through the admissions process from the initial call, to the signing of the enrollment agreement, and their first week of classes. Establish and maintain communications with local area public and private schools and outside agencies to develop a lead source of potential students. Provide information to prospective students concerning the program of study, policies of the school, and general expectations for satisfactory performance. Maintain contact with current students and graduates to promote student referrals and to develop potential leads. Conduct follow-up calls to ensure students start and graduate. Effectively and accurately communicate school policies, processes, and procedures relating to the various student support services including part-time and graduate employment, financial aid, housing, etc. Maintain records of calls made, calls received, and issues/concerns addressed. Maintain all applications and student enrollments in the student database system. Maintain student database with all lead inquiry updates and student progress Participate in career days, college events, marketing events, and educational seminars to provide the public with information regarding the schools programs Assist with the preparation of complete admissions records and student files. Arrange interviews with prospective students. Assist with all or any administrative duties as set forth by the Director. Submit all reports in a complete, accurate and timely manner. Participate in all school-scheduled seminars, graduation ceremonies, and outside functions Assist with special projects and company functions. Work all marketing leads through outbound phone work. Staff: Effectively communicate job responsibilities, performance expectations, school standards, and company policies. Foster teamwork within the organization. Partner with Campus Directors to conduct monthly and yearly performance evaluations and goal setting for enrollment advisor development. Ensure adequate coverage, acting as coverage when needed. Regulatory: Ensure campus compliance of regulatory standards, enrollment policies, and procedures. Oversee the adherence and implementation of regulatory policies and procedures as they pertain to enrollment. Required Knowledge and Skills Minimum of two years student or client services experience. The ability to communicate effectively is essential; both oral and written skills are imperative. Good proficiency technical skills required (i.e. word, excel, power point, web browser, documents/files, etc.). Good organizational skills Ability to write and deliver presentations. Must be willing to accommodate flexible hours. Willing to represent the school honestly and ethically Perform all duties in the mutual best interest of the school and its students. Education Bachelor Degree Professional Conduct Demonstrates behaviors that promote, enhance and encourage collaborative relationships with collegiate members (co-workers, students, administration, ancillary departments) Demonstrates respect for the rights and needs of a diverse student population and demonstrate respect for staff, colleagues and the teaching profession Consistently projects a positive, professional image through appearance and behavior Responds promptly to students/customers requests and/or anticipated needs Report to work wearing appropriate college ID badge with photo and name clearly displayed Reports to work on time and as scheduled, adheres to scheduled time frames (theory and clinical) Working Conditions Work is normally performed in a typical interior/office work environment May require long periods of standing No or very limited physical effort is required No or very limited exposure to physical risk Ability to travel > 25 miles Must alternate hours of work with the other Admissions Advisors Daily hours will either be 9am-6pm or 11am-8pm to include Saturdays 9am-2pm Hours must remain flexible Some additional evenings or Saturdays may be required for Open Houses, Orientations and/or Graduations Mandatory weekly Staff/Operational meetings Position Description Acknowledgment I understand that my employment is on an at-will basis and that all job requirements listed in the attached job description indicate the minimum level of knowledge, skills and/or ability needed to perform the job. I certify that I have had an opportunity to review the job description which lists my job responsibilities and the criteria by which my performance will be evaluated. The job description is not an exhaustive statement of duties, responsibilities or requirements. I will be required to perform other job related instructions given by my supervisor, subject to reasonable accommodations. I have been provided an opportunity to ask questions and have them answered.

Job Description Are you a leader who has the following traits? • Competitive, • Business-Minded, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. At New York Life, your income potential is performance-driven and entirely in your hands, thanks to our commission-based compensation structure. In 2024, agents working under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements earned an average income of $120,555. Your income will reflect your individual success and effort. Full-time agents are also eligible for a full benefits package, including medical, dental, vision, life, and disability insurance, plus access to a 401(k) and pension plan. To learn more about commission-based compensation and available benefits, visit: About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards Accolades... We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard Poor’s) We’re proud of the training we offer. • Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity, • Seramount: 2023 Best Companies for Multicultural Women We’re proud of the help we’ve provided and continue to provide to clients. • 3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Participate fully in all scheduled training sessions, • Leverage digital tools and platforms efficiently, • Pursue ongoing learning and professional development, • Strive to consistently achieve and surpass production targetsQualifications:, • Integrity, • Strong work ethic, • Professional demeanor, • Persuasive and confident, • Resilience, • Goal-oriented, • Coachability, • Natural relationship builder, • Business mindsetAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for clients.

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

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $135,000 to $150,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description WHY JOIN TAXRISE? At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. ABOUT THE ROLE: As an Inside Sales Representative, you will play a pivotal role in helping clients resolve their tax issues. You will act as a trusted advisor, conducting discovery calls, analyzing financial and tax information, and enrolling clients into resolution programs. The ideal candidate thrives in a consultative sales environment, excels at building relationships, and is motivated to drive results. HOW YOU'LL BE REWARDED Unlimited Earnings Potential! Your pay is directly related to your selling ability. With no commission cap, highly motivated candidates with strong determination, desire, and selling skills have the potential to earn up to $200,000 annually. Your success is in your hands! • Base pay: $17.00 per hour (full-time, 40 hours per week), • Commission: Average monthly earnings potential commission of $8,000 - $15,000 WHAT YOU'LL DO: Client Consultation: Conduct thorough discovery calls with clients to understand how their tax issues began, identify their financial circumstances, and uncover their goals. Use active listening skills to gather critical details about their situation. Program Evaluation: Review a combination of client-provided documents and system-generated data, including account transcripts, wage and income records, prior tax returns, and proprietary financial analyses, to recommend tailored resolution programs that meet their needs. Sales Cycle Management: Take ownership of the sales process from start to finish, including responding to inbound inquiries, making outbound calls, scheduling follow-ups, and successfully enrolling clients into our services. Ensure each step of the process is timely and efficient. Empathy and Advocacy: Act as a trusted advocate for clients by addressing their concerns, providing clear answers to their questions. Explain our tax relief services and potential resolutions in a way that's easy for clients to understand. Break down each step of the process, ensuring clients feel empowered and confident in moving forward. CRM Documentation: Maintain meticulous records by inputting all client interactions, financial information, and case updates into our CRM system. Ensure accurate and thorough documentation to support seamless follow-ups and team collaboration. Performance-Driven Results: Consistently meet or exceed individual and team sales goals by staying proactive, organized, and results-oriented. Utilize feedback and coaching to continuously refine your sales approach and enhance performance. The job includes other duties and responsibilities assigned by management WHAT YOU'LL NEED TO HAVE: • Highly motivated with a positive attitude and excellent people skills, • Strong interpersonal and relationship-building skills with a client-first mindset, • Excellent verbal and written communication skills, with the ability to simplify complex concepts for clients, • Working knowledge of and expertise with customer information systems and computer software, preferably Google Mail and Calendar and Salesforce, • High level of empathy and emotional intelligence to handle sensitive client situations, • Time management – multitasker, able to prioritize and follow up with clients in a timely manner, • Ability to work in a fast-paced environment, adapt to changing priorities, and maintain professionalism WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: • Medical, Dental, and Vision Insurance (starting after 60 days), • Paid Time Off (Vacation, Sick Days, Company Holidays), • Wellness Days to recharge when you need it most, • 401(k) retirement plan with company match, • Professional Development Program to support your growth, • Access to our on-site gym and gaming lounge, • Catered team lunches every Friday, • Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

Job Description At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful. What we offer... Wide ranges of products to address clients’ needs. With New York Life, you’ll have access to a broad range of products and services to help address the clients’ protection and financial planning needs. These offerings include life insurance, annuities, long-term care insurance, disability insurance, and investment products through our broker-dealer affiliate, NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency. Additionally, workplace benefits can be provided through our Business Solutions division. Through our sponsored marketing agreements, you can also offer non-proprietary products such as group health insurance to better serve clients’ needs. You’ll have the opportunity to expand your wealth planning capabilities by becoming a Financial Advisor with Eagle Strategies LLC, our Registered Investment Adviser. As a New York Life Agent, you will also benefit from access to the company’s Advanced Planning Group for support with large or complex case design. Flexibility in managing your practice: With the flexibility to work from one of our 100+ offices nationwide or from a remote location, New York Life offers a strong foundation for your success. You also have the option to market yourself under the New York Life brand or operate under your own professional name with a DBA. At New York Life, you have the freedom to build your practice in the way that best suits your goals. Support and development opportunities to grow your practice. New York Life invests in you and your business from day one, providing access to a dedicated product and development support team focused solely on your success, never competing with you for sales. Take advantage of New York Life’s industry-leading learning platform for ongoing education and skill development. Through our Practice Models learning paths, you’ll have the opportunity to specialize and build market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning, and Business Planning. In addition to formal continuing education and reimbursement for certain professional designations, New York Life offers strong peer-to-peer support, including mentorship programs and study groups. Top-performing agents are also recognized and rewarded through sales incentives and exclusive professional development trips. How we will compensate you. You have the ability to control your income through our commission-based compensation structure. In 2023, agents operating under the N8 and N9 Agents’ Contract who met the annual minimum sales production requirements earned an average income of $117,359. That same year, the average income among the top 50 agents in this group was $1.68 million. Eligible full-time agents also receive a comprehensive benefits package, including medical, dental, vision, a 401(k), and a pension plan. To learn more about commission-based income and benefits for financial professionals, visit: . About New York Life... As a mutual company, New York Life is accountable solely to our policyholders. This means our priorities are fully aligned with the interests of clients, not outside investors or Wall Street. Our primary focus is delivering long-term value to those we serve. For over 180 years, we’ve helped generations of Americans protect their families and achieve their financial goals. Since 1854, we’ve paid dividends to eligible policyholders every year. To ensure continued value, we remain committed to innovation and forward-thinking strategies that prepare clients for the future. Awards & Accolades... We’re proud of our financial strength • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer • Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity • Seramount: 2023 Best Companies for Multicultural Women, • Human Rights Campaign: 2023 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide to clients • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies), • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products), • Over $1.2 trillion in life insurance protection in force (includes term, whole, and universal life) New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Compensation: $100,000+ at plan Responsibilities: • Meet your defined production goals, • Actively participate in all training sessions, • Use digital platforms effectively, • Commit to ongoing education and professional growthQualifications:, • Strong work ethic, • Financial acumen, • Integrity-driven, • Persuasive and confident, • Business mindset, • Resilient under pressure, • Goal-oriented, • Coachability, • Natural relationship builderAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for clients.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Flexibility and Control. And a business partner who gives you the freedom to have both. You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. 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 as much support as you need from a business partner who supports you on your path to success. 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. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through... • 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, • Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise, • Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice, • Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations, • Being heard: because your voice matters, because you matter, • Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership, • High performance-based earnings and revenue., • Additional performance-based income structure to support first three years for inexperienced advisors., • Transition packages for experienced advisors., • Renewal commissions and recurring fee income., • Bonus programs and expense allowances., • Robust retirement package with up to 10% company contributions., • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums., • Life Insurance and Disability Income Insurance., • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. #LI-GF1

Job DescriptionCompany Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology, neuroscience, and eye care – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at . Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok. Job Description Responsible for driving payer strategy and pricing strategy for the Eye Care Brands across all payer channels (e.g. Commercial, Medicare, Medicaid, and VA). This individual will be required to effectively orchestrate communication and alignment across US Market Access channel teams as well as serve as the subject matter expert for an Eye Care Integrated Brand Teams. Leverage data and analytics, along with customer insights to make strategic decisions for the Eye Care business. Provides positive leadership and influences cultural alignment with the US Market Access cultural vision and goals. Major responsibilities include (but are not limited to): • Develop payer positioning and contracting strategy for Eye Care business across all payer channels., • Formulate and adjust Market Access business plans and actions to achieve Eye Care Franchise business and financial market access objectives and goals., • Ensure Market Access strategic alignment and business priorities., • Lead Payer Value Propositions throughout the brand lifecycle by collaborative leadership on HEOR and RWE needs, gaps, and priorities., • Proactively monitor and engage on government and/or payer policy that has the potential to affect access to the medical benefit products in Eye Care., • Collaborate cross-functionally with Market Access team and IBT members to develop and execute tactics to help the Brand achieve annual goals and financial obligations, • This individual will effectively orchestrate communication and drive strategic alignment across multiple stakeholders and leadership teams such as the Market Access Leadership Team, Brand Team, Account Management teams, and across multiple HEOR, MOSL, Medical, Reimbursement Advisor Teams, MABI, Finance, Sales, and Government Affairs/Advocacy teams., • Encouraging and demonstrating an enterprise approach through best practice curiosity, learning, and sharing, • The person will demonstrate a “One AbbVie” mindset and perspective in all strategies. Qualifications * • Bachelor’s Degree required, • 5+ years of industry experience, preferred in the pharmaceutical industry, • Demonstrated team leadership, • Market Access and Marketing experience preferred, • Strong knowledge of Health Economics, and Real World Evidence, • Customer centric mindset, • Strong communication skills, • Demonstrated cross-functional experience, • Understanding of reimbursement, payer environment, environmental risks and National Account customers valued., • Experience in multiple channels and reimbursement modalities valued: buy and bill, retail, specialty, institutional and government, • Positive, solutions-oriented attitude Additional Information Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: * The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future. * We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. * This job is eligible to participate in our short-term incentive programs. * This job is eligible to participate in our long-term incentive programs Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:

Job DescriptionAbout Vital Data Technology: Vital Data Technology® is a data science-driven health care solutions company giving payers, providers, and members the power to drive efficiencies and improve clinical and financial outcomes throughout the health care ecosystem with our proprietary artificial intelligence-enabled platform, Affinitē™. Affinitē represents a single platform to eliminate data, systems, and stakeholder silos by aligning departments and participants to transform data into actionable insights. Fueled by the most advanced data science and analytics, Affinitē enables health plans to increase operational efficiencies, lower operating costs, and improve the overall quality of health for their members. We’re a dynamic team of seasoned professionals with extensive experience in the healthcare technology space. Our mission is to develop intelligent SaaS solutions that align plans, providers, and members. About The Role: The Director, Client Partnership will leverage their experience and deep industry knowledge of health payer Medical Management solutions and act as a trusted advisor and advocate for our client partners. This role provides the eyes and ears within our client base. Understanding what success means to our partners, then creating and executing on a plan to deliver on those expectations is central to this role. It is key to ensure we are delivering on our expectations while managing our clients’ expectations in order to continue to deliver incremental value. Location: Onsite or Hybrid Responsibilities: • Develop and own the ongoing relationship with existing client partners, becoming a trusted advisor to all levels within the client organization ensuring long-term loyalty and reference-ability., • Gain a deep understanding of the client’s clinical and business landscape, challenges, goals, and objectives; simultaneously identifying areas of opportunity for further collaboration that would drive additional value., • Be an advocate for the client’s needs and ensure you are working closely with the Product Owners and Product Managers, so these needs are appropriately evaluated for prioritization., • Manage the clients’ requests for enhancements and balance the client’s needs while ensuring these requests conform to the Generally Available platform., • Have a deep understanding of the clients’ workflows and how to educate the client to utilize the platforms technology to assist with workflow challenges., • Commit to continuously sharing client input and product ideas gained through interactions within the base and in the marketplace., • Proactively and effectively understanding what our clients mission, vision and business objectives are and how VDT can support those current and long-term objectives. Manage evolving expectations, needs, and priorities. Drive cross-functional efforts to resolve issues and/or deliver on client partner needs, goals, objectives., • Is actively involved in platform implementations to be the face Vital Data Technology from a client relationship standpoint, working hand in hand with the project managers and implementation lead., • Maintain a constant pulse on the overall health status of each client partner, ensuring all members of the team are aware of our strengths, weaknesses, opportunities and threats within the account., • Build deep relationships within the client partner's organization. Clearly articulate who within the account are advocates and detractors and develop plans to turn detractors into advocates., • Unwavering commitment to the overall success of the organization and our client partners.Requirements:, • Bachelor’s Degree in related field; health plan clinical operations experience is a major plus., • 5 years relevant work experience with health payer client facing relationship management role within the Medical Management functions., • Experience with and knowledge of the Quality Improvement functions within a health plan, including working experience with HEDIS data and related operations., • SaaS and start-up experience are a huge plus., • Excellent interpersonal and communication (written and verbal) skills with ability to modify style and approach to interface at all levels., • Ability to understand and articulate the clients’ problems they are trying to solve., • Must be a critical thinker with exceptional problem-solving skills; proactively create ways to drive additional value for our client partners ensuring our value is understood and accepted across the enterprise., • Comfortable creating (not maintaining) processes in a fast-moving dynamic organization., • Willingness and ability to travel, up to 25%.Attributes of an Ideal Candidate:, • Current understanding of the payer market including the evolving regulatory and accreditation needs and their impact on payers., • Experience with medical management operations and challenges with the ability to consider how to support those challenges with technology sharp business acumen., • Tenacious, high-energy, driven/self-starter, positive/optimistic – “can do” attitude., • Proactive approach; takes initiative; solutions oriented., • Critical thinker; innovative; creative; rational, • Collaborative team player who will “take out the trash”, if necessary, • Self-reliant and works independently with excellent time management and prioritization skills., • Versatile; adapts well to change and thrives in fluid / fast-paced environments., • Genuinely curious; continual learner, • Ability to build and manage relationships across an enterprise at all levels., • Collaborative with strong influencing skills, • Ability to communicate constructively with all levels., • Knows how to achieve organizational excellence throughout all functions of an organization.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Vital Data Technology is an Equal Opportunity Employer. We consider applicants for all positions without discrimination based on race, color, religion, creed, gender, national origin, sexual orientation, age, marital or veteran status, disability, or any other legally protected status. Powered by JazzHR bEte9hb0H0

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Utilize marketing tools and resources to grow your client base., • Provide guidance on insurance, investments, and retirement planning., • Engage in structured coaching, mentorship, and training programs., • Attend virtual and in-person training to enhance financial expertise., • Attend hybrid meetings, including in-person team collaboration, as required.Qualifications:, • Strong interpersonal and communication skills., • Demonstrated leadership or a proven track record of success., • No prior experience in finance is required—comprehensive training is provided., • Highly motivated with a strong work ethic., • Must be authorized to work in the US.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job DescriptionFinancial Professional, Financial Advisor GoldBook Financial Orange County, California, United States (On-site) Make an impact – starting with your own life. This is a career move that could redefine everything You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you’ve considered business ownership, then start your business with us. Beginning as a Financial Services Professional, and growing your career into a Financial Advisor or Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: • Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind, • Follow a well-defined career path with unlimited growth that integrates education with mentorship and teaming opportunities, • Benefit from a culture of innovation that embraces growth and the changes that come with it, • Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership, • Have a voice – your contributions and input matter, • Experience the power of flexibility – and the freedom to design your work and your life the way you envision How will you build your business? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analyses, • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? • A strong relationship-builder who takes a client-first approach, • A connector of people, • A dedicated worker: independent, self-motivated and goal oriented, • Excellent time-management skills, • Entrepreneurial ambitions to be a business owner, • Bachelor’s degree or equivalent professional work experience, • Legal authorization to work in the US without sponsorship Compensation & Benefits • High performance-based earnings and revenue., • Additional income structure to support first three years., • Renewal commissions and recurring fee income., • Bonus programs and expense allowances., • Robust retirement package with up to 10% company contributions., • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums., • Life Insurance and Disability Income Insurance., • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more., • Professional designation reimbursement programs. Contact us today to discuss a change to work that can have great impact - for you, your family and the clients you serve. #LI-GF1

Job DescriptionTalley, LLP Recruiter Success Profile About the Firm We are a full service financial, tax and consulting firm designed to meet the needs of entrepreneurially-driven businesses and their owners. We look to serve clients as business partners and not merely as providers of accounting or tax services. We are continuously in search of more effective ways to improve our clients' bottom line and where suitable, we seek to act in an advisory role adding knowledge and expertise and ultimately value. Talley, LLP was founded in 1989, with our mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. We strive to become our clients Most Trusted Advisor (MTA), providing global solutions to the challenges and opportunities facing our clients and their business. Our service profile has grown and evolved as have our clientele, now incorporating a broad array of services designed to serve the entrepreneur: • Audit and assurance services, including traditional financial reporting, • Tax compliance, including income, gift, estate, and foreign disclosure reporting, • Tax planning, structuring and proactive advice, • Business consulting, • Estate planning, business planning and tax law services delivered through our Talley Law Group Affiliate, • Outsource accounting, controller, and CFO services, delivered through our Client Accounting Services affiliate, • Proactive ownership mindset; anticipates demand, plans ahead, and acts with urgency., • Strong project management discipline (prioritization, sequencing, deadlines, SLAs, follow-through)., • Detail orientation with high standards for data quality, documentation, and compliance., • Empathy and discretion; earns trust of candidates and hiring teams., • Confident, resilient, and solutions-focused; adapts to changing priorities., • Consultative communicator who influences decisions with data and market insights., • Commitment to continuous improvement and inclusive recruiting practices.Technical Abilities, • Partners with hiring managers to forecast needs; conducts structured intake/calibration to define success profiles and interview plans., • Builds and maintains proactive pipelines and talent communities for recurring and critical roles; schedules regular manager touchpoints to surface pre-vetted candidates., • Designs and improves recruiting tools: job descriptions, requisitions, postings, candidate questionnaires, and scorecards aligned to competencies., • Runs structured, consistent screening and behavioral interviewing; evaluates character, competence, and chemistry to fit team and role., • Creates and maintains search strategies and market maps; monitors compensation trends and provides offer guidance., • Owns end-to-end requisition project plans (milestones, SLAs, risk/issue tracking) to keep searches on time and on budget., • Delivers clear, actionable candidate slates and recommendations; advises managers on trade-offs and next steps., • Prepares weekly pipeline and KPI updates for stakeholders; presents data-driven insights to improve funnel quality and speed.Technical Skills, • ATS expertise (e.g., Greenhouse, Lever, Workday, JazzHR, or similar): creates requisitions, stages candidates, tracks status/reasons, schedules, and produces reports/dashboards., • Sourcing mastery with LinkedIn Recruiter (projects, talent pools, search strings), major job boards (e.g., Indeed, ZipRecruiter), university/niche boards (e.g., Handshake), and professional communities., • Manages InMails and candidate communications at scale; builds nurture sequences and follow-up cadences to increase response and conversion., • Advanced Boolean/X-ray techniques to uncover passive talent; builds repeatable sourcing playbooks for priority roles., • Comfortable researching and applying AI to streamline intake notes, JD drafts, screening questions, scheduling, and first-pass resume reviews; demonstrates discernment and quality controls., • Creates compliant, compelling postings and structured questionnaires that align to success profiles and reduce bias., • Proficient with spreadsheets for funnel analytics and capacity planningClient Service, • Proactively communicates with Partners, Department Managers, HR/Operations to anticipate needs, align priorities, and set SLAs., • Holds regular touchpoints with hiring managers to review pipeline health, interview feedback, and next actions; calibrates profiles based on market data., • Consults on interview design, selection criteria, compensation ranges, and closing strategies; provides market intelligence and competitive insights., • Ensures an excellent candidate experience—timely updates, clear expectations, and respectful, inclusive processes., • Develops and maintains relationships with external recruiters when needed; negotiates terms and measures vendor performance.Preferred Attributes, • Bachelor’s degree in Business, HR, Project Management, or related field., • 3+ years full-cycle recruiting experience (professional services or Audit/Tax/Legal environment preferred)., • Active use of an ATS and LinkedIn Recruiter with demonstrable pipeline results; certifications (e.g., AIRS, LinkedIn Recruiter) a plus., • Proven ability to operate independently, manage multiple concurrent searches, and meet deadlines in a hybrid environment., • Strong analytical skills with the ability to translate funnel data into actions; adept at stakeholder management and negotiation., • High service orientation, mature judgment, flexibility, and the ability to work well with diverse personalities., • Familiarity with CCH Engagement/Knowledge Coach/ARM is a plus (contextual understanding of firm roles and skills).This is a remote Position Powered by JazzHR JQvJw3NuWy

Job Description This is a remote position. Summary: This position is responsible for Small Business Administration (SBA) loan and deposit production and growing the Bank's small business portfolio throughout all geographic lending areas. Job responsibilities include preparation and recommendation of SBA loan requests including review, analysis, and recommendation of loans that meet the Bank's policies and guidelines. Duties and Responsibilities: • Understands and complies with requirements of all laws and regulations applicable to the position, • Must maintain a complete understanding of the Bank’s Commercial Loan Underwriting, Documentation and SBA policies, procedures, and guidelines, • Properly structure and price SBA loans, • Perform due diligence on SBA loan requests. This includes reviewing loan requests to ensure compliance with SBA loan programs and the Bank’s policies, guidelines, and procedures; understanding the applicant business, management, and industry; and preparing pre-flights when necessary and as requested to address significant credit weaknesses or other challenges with the loan application, • Demonstrate knowledge and use of the Bank’s established software, tools, and processes to submit and originate SBA loan requests, • Responsible for accurate data entry in commercial loan origination system to build customer, guarantor, and affiliated entity relationships in the loan system, • Develop a calling program to build SBA loan and deposit portfolio and to expand and develop commercial and industrial relationships, including relationships with Certified Development Companies (CDCs), Accountants, Financial Advisors, and other sources of SBA business, • Fulfill various duties as the primary point of contact for SBA customers, including reviewing and resolving issues related to deposits, treasury management, online banking, and loan-related services, • Partner with commercial loan underwriting to produce a complete and accurate credit presentation. This includes requesting from customers and providing to underwriting complete application packages and other information necessary to satisfy Bank and SBA underwriting, reviewing and contributing to the final credit presentation and providing and reviewing the accuracy of financial covenants and covenant ticklers, • Responsible for managing Commercial Loan Documentation Analysts as assigned to ensure accuracy in all commercial and deposit loan files as assigned. This includes scanning and uploading all customer, guarantor, an affiliated entity, SBA forms, and other loan documentation in an electronic filing system and maintaining an organized and complete file, • Partner with Commercial Loan Documentation Analysts to order appropriate third-party reports, to collect documentation from customers, and to electronically file and provide all requested information to Commercial Loan Underwriters, Loan Processing and Loan Servicing to properly document SBA loan requests and ensure compliance with FFB policies, guidelines, procedures, and all regulatory compliance, • Monitor assigned loan portfolio to include portfolio reporting, trend analysis, financial tracking, and covenant management to ensure accuracy in risk rating and preservation of government guarantees, • Directly contribute to the Bank’s Community Reinvestment Act (CRA) related portfolio, • Work with all bank and advisory departments to provide exceptional service to the bank and advisory firm customers by referring businesses and accepting referrals, • Participate in the training/cross-training of department employees as directed, • Promote and provide excellent customer service by effectively communicating and cooperating with all internal and external customers, • Provide support in the acquisition of new clientele and the maintenance of existing relationships, • Understands and can speak knowledgeably about the various loan programs, loan procedures, and loan forms Geographic Location: • Irvine, CA: $89,200 - $109,800 (Annually) Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: • Bachelor’s degree in business, accounting, finance, or comparable experience required, • Minimum of 5 to 7 years of related experience required, • Strong business development and lead generation skills with experience in commercial lending and commercial deposit management, • Knowledge of commercial and consumer loan documentation, including loans secured by; real property, UCC Filings, titled vehicles and equipment, pledged assets, and contracts required, • Working knowledge and experience with business entity documentation including partnership agreements, trust agreements, corporate documentation, and limited liability companies required, • Consultative relationship building skills (listening, questioning, negotiating, closing, and networking) to provide a knowledgeable commercial banker and trusted advisor experience for commercial client relationships, • Strong analytical skills and experience analyzing, underwriting, structuring, and approving commercial loan requests, • Proven written and verbal communication skills, • The ability to prioritize, organize, and produce in a high-volume, deadline-driven production workgroup, • Detail-oriented and self-motivated with the ability to work independently While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role. Why Apply? Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our advisors: • Marketing & Business Development – We generate the leads so that our advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as Your Money, Your Wealth® television, and radio shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with a CFP. We also set the appointments, so that the advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals., • Financial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning., • Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc., • Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the advisor’s “to-do” list!, • Must have a CFP® credential plus 5 years of industry experience., • Ability to assess a prospective client’s needs and financial goals., • A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management., • Effective with communication skills., • Ability to deliver comprehensive financial plans to clients., • Previous experience teaching classes or presenting is a plus

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. cK8O8BHAnA

Job Description Position: Vice President of Finance & Accounting FSLA Status: Full-time/Exempt Location: Newport Beach, CA Travel: up to 10% domestic and international Salary Range: $190,000 - $300,000 USD annually About Us At Best Choice Products, our mission is to develop the world's best-selling products inspired by real people. For over 20 years, our e-commerce retail brand has been committed to developing products for families everywhere. Our diverse catalog includes outdoor living, lawn & garden essentials, toys & games, home furniture, and even seasonal decor. As we like to say, there's something for everyone in the family! Our success is best defined by a collaborative culture full of inspired minds and a willingness to contribute new ideas. Some of our most rewarding moments include being part of the Inc. 5000 list of fastest-growing private companies in America and a Top Workplace (2022) by the Orange County Register! Please visit our website for more information. Scope of the Role The Vice President of Finance & Accounting is the most senior financial leader of the company and a key member of the executive leadership team. This individual is responsible for setting and executing the company’s financial strategy, capital planning, and infrastructure to enable sustainable, scalable growth. This role oversees all core financial disciplines—Accounting, Financial Planning & Analysis (FP&A), Treasury, and Procurement Finance—ensuring the integrity of financial reporting, optimization of capital resources, and alignment of financial strategy with company objectives. As the company expands across domestic and international markets, the VP will provide strategic insight, drive operational and financial performance, and serve as a key partner to the CEO and cross-functional leaders. Reporting Structure The Vice President of Finance & Accounting is a member of the leadership team and reports to the CEO. This position also partners with cross-functional stakeholders and leaders within the organization. Essential Functions & Key Responsibilities • Serve as the principal financial voice of the company, managing relationships with external financial stakeholders including banks, lenders, auditors, and advisors., • Define and drive the company’s long-term financial vision, capital strategy, and enterprise resource allocation in alignment with strategic growth objectives., • Serve as a strategic advisor to the CEO and executive team, translating financial data into actionable recommendations that shape business direction, mitigate risk, and optimize performance., • Lead all aspects of financial planning, including budgeting, forecasting, long-range planning, and scenario modeling., • Deliver enterprise-wide financial insights, KPIs, and decision support aligned with commercial, supply chain, and operational strategies., • Deliver financial leadership across all sales channels (DTC, marketplace, wholesale), driving pricing, promotional strategy, and margin optimization., • Ensure accurate, timely, and compliant financial reporting across all entities., • Oversee accounting infrastructure, financial close, internal controls, and audit readiness in accordance with US GAAP and international standards., • Continuously improve the accuracy, speed, and efficiency of the financial close and consolidation cycle., • Lead treasury strategy, cash flow forecasting, credit facility oversight, and working capital optimization., • Manage banking relationships and guide capital deployment, including financial modeling and analysis for M&A, capital raises, and strategic partnerships., • Evaluate and support capital needs for strategic initiatives, including expansion, inventory scaling, or investment partnerships., • Oversee procurement and inventory investment strategy, driving spend governance, cost savings, and supplier risk mitigation in collaboration with supply chain and operations leaders., • Own the strategy and evolution of financial systems, ERP platforms, and data tools to support real-time insight and scalable processes., • Establish financial policies and governance frameworks that support accountability and compliance., • Provide oversight for legal and lease compliance, commercial insurance, and employee financial benefits (e.g., 401(k))., • Familiarity with hiring, scaling, and managing offshore or international accounting resources to support global operations., • Provide financial leadership across international operations, ensuring compliance with global accounting standards, tax regulations, and reporting obligations in key foreign jurisdictions., • Build and lead a high-performing finance team while fostering a culture of integrity, collaboration, and continuous improvement., • Bachelor’s degree in Finance, Accounting, or a related field required; CPA, MBA, or other advanced credentials strongly preferred., • 10+ years of progressive finance leadership, including 5+ years in a VP or executive role overseeing Accounting, FP&A, Treasury, and Procurement., • Proven success in financial leadership within consumer products, retail, or e-commerce businesses involving physical inventory and omnichannel sales., • Deep knowledge of financial strategy, capital structure, credit facilities, international operations, and treasury management., • Strong command of US GAAP, internal controls, regulatory compliance, and multi-entity reporting structures., • Experience overseeing procurement finance, inventory planning, and supply chain-related financial operations., • Proficiency in NetSuite or similar ERP, financial planning platforms (e.g., Adaptive Insights), and BI/reporting tools (e.g., Power BI)., • Familiarity with legal, insurance, benefits (401k), tax strategy, and global procurement operations is required; experience is a plus., • Strategic thinker with operational savvy; able to dive into the details while maintaining a clear view of business impact and long-term goals., • Excellent leadership, communication, and presentation skills; comfortable translating complex financial issues into accessible insights. Join us and experience a workplace where benefits and perks are designed with you in mind. • Flex Fridays: Embrace the freedom of optional remote work every Friday., • Comprehensive Health Coverage: Inclusive medical, dental, vision, life, and supplemental insurance plans to keep you and your family healthy., • Support When You Need It: Our Employee Assistance Program is here to provide confidential support for personal and work-related issues., • Future-Forward Financials: Secure your future with our 401k plan, complete with up to a 3% company match., • Time to Recharge: Enjoy vacation time, paid holidays, and sick days to rest and recharge., • Fuel Your Day: Delight in a variety of snacks and drinks to keep you energized, including the occasional catered lunch., • Exclusive Discounts: Take advantage of our generous employee discount on our products, plus occasional product giveaways and raffles., • Play Hard: Unwind with our on-site arcade games and ping pong to connect with colleagues., • Stay Fit: Access our onsite gym or bicycles-for-borrow to keep your fitness goals on track. Where to Find Us Facebook, Instagram, X, TikTok, Pinterest, and YouTube At BCP, we are committed to building a diverse and inclusive workplace where everyone can thrive. Best Choice Products proudly provides equal employment opportunities to all employees and applicants, embracing differences in race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, and gender identity. Discrimination and harassment of any kind have no place here.

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

Job DescriptionSalary: $67,000-$96,000 POSITION DESCRIPTION Under general executive supervision, the candidate must be able to work independently to perform duties in relation to guiding, operating, controlling the Financial Aid Office. Must demonstrate accurate and easily understood spoken and written skills for communicating information to audiences spanning from individual applicants to the schools population of students and staff. ESSENTIAL DUTIES May include but are not limited to: • Key role responsible for overall performance of timely, accurate, and compliant awarding of aid and reconciliation that eligible awards are received from government and private aid programs including from Federal Student Aid, California Student Aid, Veterans Affairs, Department of Defense, Workforce Innovation and Opportunity Act, and others., • Designation as School Coordinating Official for reconciliation of Federal Student Aid (FSA) funds and liaison to COD Reconciliation Coordinator. Responsible for school reconciliation of FSA financial records at least monthly and verifying any corrections identified are resolved in a timely manner in the appropriate system(s)., • Prepare and monitor data export from student information system (SIS), Jenzabar SONIS, for accuracy and raise inconsistencies or variances to leadership partners. Responsible for routine export and transmission of prepared data to Regent Award financial aid management system (FAMS)., • Interpret and use program academic schedules along with other sources of data to deliver accurate, usable setup data to third-party servicer and Regent Award FAMS., • Verify data exported from SIS to Clearinghouse for monthly National Student Loan Data System (NSLDS) Enrollment Reporting and participate in any error resolution process for NSLDS data., • Preparation, monitoring, and primary responsibility for the annual FSA compliance audit process and results., • Designation as School Certifying Official (SCO) to Veterans Benefits Administration with primary function verifying direct costs for academic period for use with enrollment certifications. Participates in compliance review activities., • Designation as Designated School Official (DSO) to Student and Exchange Visitor Program (SEVP) with primary function determining a candidates financial ability to afford Cost of Attendance for one academic year of the program applied. Participates in compliance review activities., • Represents the School and Financial Aid Office to outside agencies including but not limited to federal, state, and accrediting bodies., • Establish, prepare, and maintain operational guides, policies and procedures used in Financial Aid Office and make any necessary modifications, based on analysis and other applicable research to comply with applicable laws and regulations. Responsible for bringing attention to institutional opportunities and risks from the perspective of financial aid and compliance with financial aid programs., • Responsible for routine review and coordinating updates with interdepartmental partners to ensure Consumer Information materials comply FSA requirements. Responsible for delivering communication of Consumer Information to school population., • Recruit, hire, train, and terminate departmental personnel. Guide, verify, and evaluate work performed by Financial Aid Advisors as part of routine performance monitoring. Fulfill essential duties of a Financial Aid Advisor when needed., • Develop timely and accurate reports for the College as requested., • Performs such similar, comparable or related duties as may be assigned or required., • Promote the university by participating in community, state, and national events or meetings, and by developing partnerships with industry and secondary education institutions. KNOWLEDGE/SKILLS • Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times., • Speaking Talking to others to convey information effectively., • Judgment and Decision Making Considering the relative costs and benefits of potential actions to choose the most appropriate one., • Reading Comprehension Understanding written sentences and paragraphs in work-related documents., • Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems., • Writing Communicating effectively in writing as appropriate for the needs of the audience., • Complex Problem Solving Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions., • Mathematics Using mathematics to solve problems. Knowledge of arithmetic, statistics, and their applications., • Social Perceptiveness Being aware of others' reactions and understanding why they react as they do., • Active Learning Understanding the implications of new information for both current and future problem-solving and decision-making., • Time Management Managing one's own time and the time of others., • Service Orientation Actively looking for ways to help people., • Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction., • Economics and Accounting Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data., • English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar., • Sales and Marketing Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems., • Law and Government Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process as applicable to U.S. Department of Education, Federal Student Aid, and administering financial aid programs. JOB RESPONSIBILITIES: Position duties may include, but are not limited to: • Getting Information Observing, receiving, and otherwise obtaining information from all relevant sources., • Evaluating Information to Determine Compliance with Standards Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards., • Establishing and Maintaining Interpersonal Relationships Developing constructive and cooperative working relationships with others and maintaining them over time., • Analyzing Data or Information Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts., • Processing Information Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data., • Working with Computers Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information., • Communicating with People Outside the Organization Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail., • Communicating with Supervisors, Peers, or Subordinates Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person., • Making Decisions and Solving Problems Analyzing information and evaluating results to choose the best solution and solve problems., • Organizing, Planning, and Prioritizing Work Developing specific goals and plans to prioritize, organize, and accomplish your work., • Updating and Using Relevant Knowledge Keeping up-to-date technically and applying new knowledge to your job., • Documenting/Recording Information Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form., • Identifying Objects, Actions, and Events Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events., • Judging the Qualities of Objects, Services, or People Assessing the value, importance, or quality of things or people., • Performing for or Working Directly with the Public Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores and receiving clients or guests., • Interpreting the Meaning of Information for Others Translating or explaining what information means and how it can be used., • Developing and Building Teams Encouraging and building mutual trust, respect, and cooperation among team members., • Performing Administrative Activities Performing day-to-day administrative tasks such as maintaining information files and processing paperwork., • Resolving Conflicts and Negotiating with Others Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others., • Thinking Creatively Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions., • Monitoring Processes, Materials, or Surroundings Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems., • Coordinating the Work and Activities of Others Getting members of a group to work together to accomplish tasks., • Providing Consultation and Advice to Others Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics., • Scheduling Work and Activities Scheduling events, programs, and activities, and the work of others. NON-DISCRIMINATION STATEMENT Federal laws prohibit job discrimination based on race, color, sex (including pregnancy and related conditions, sexual orientation, or gender identity), national origin, religion, age (40 and older), equal pay, disability or genetic information (including family medical history or genetic tests or services), and retaliation for filing a charge, reasonably opposing discrimination, or participating in a discrimination lawsuit, investigation, or proceeding.

Job DescriptionAbout Perspire Sauna Studio At Perspire Sauna Studio, we are committed to creating a rejuvenating and transformative experience for our guests through the use of cutting-edge infrared sauna technology. Our mission is to combine the centuries-old benefits of sweating with modern advancements to promote overall wellness. We provide a relaxing, spa-like atmosphere where guests can detoxify, relax, and revitalize their bodies and minds. As part of our team, you will be contributing to a wellness-focused community that prioritizes health, self-care, and a personalized guest experience. We believe in the healing power of infrared saunas and strive to make wellness accessible to everyone in a warm and welcoming environment. Mission We are a science-based, technology-driven, and wellness-seeking sauna studio. Using the latest science and technology, we give our guests an experience that refreshes the body and mind, so they leave feeling better than when they arrived. Statement on Diversity Perspire Sauna Studio is committed to building a diverse, inclusive and equitable workplace where everyone is treated with respect and dignity. We are an equal opportunity employer that does not discriminate on the basis of age, race, ethnicity, class, religion, physical ability, gender or sexual orientation. Job Summary The Accounting Manager will be responsible for the day-to-day accounting operations for multiple corporate entities and franchise operations within Perspire Sauna Studios. This role manages all accounting functions independently, from daily transaction processing to monthly financial statement preparation, while ensuring compliance with GAAP and internal policies. The Accounting Manager will work closely with the Controller to deliver timely and accurate financial information that supports operational decision making, strategic initiatives, and the continued growth of Perspire Sauna Studios in a dynamic, fast-paced franchise environment. Essential Duties: Accounting Operations & Essential Duties • Perform full-cycle accounting tasks including recording, classifying, and reconciling all financial transactions across multiple corporate and franchise entities., • Manage accounts payable and accounts receivable process to ensure timely and accurate vendor payments and customer collections., • Prepare, review, and post payroll-related journal entries, including accruals for bonuses, commissions, and benefits., • Conduct regular bank and credit card reconciliations to maintain accuracy and resolve discrepancies promptly., • Lead and execute the month-end close process, ensuring all necessary journal entries, accruals, and adjustments are recorded accurately and on time., • Prepare detailed financial statements, including balance sheets and income statements., • Ensure compliance with internal controls, company policies, and external regulatory requirements related to accounting and financial reporting., • Collaborate with external auditors and tax prof3ssionals during audit and tax preparation process by providing necessary documentation and explanations., • Operate independently in managing the full scope of accounting responsibilities for assigned entities without direct reports., • Act as a trusted financial advisor to the controller and other leadership members by proactively identifying issues and recommending solutions., • Foster a culture of accountability and accuracy, and continuous improvement in all financial operations., • Collaborate cross functionally with operations, payroll, and franchise teams to ensure seamless communication and alignment on financial matters., • Lead efforts to document accounting policies, procedures, and workflows to maintain consistency and facilitate knowledge sharing., • Support training and onboarding efforts for accounting tools and processes when applicable, contributing to team growth and development., • Maintain positive, professional relationships with vendors and service providers to facilitate smooth payment processes and resolve disputes quickly., • Review vendor contracts and payment terms to optimize cash flow and ensure compliance with company policies., • Coordinate with vendors and internal stakeholders to manage billing inquiries, resolve discrepancies, and negotiate payment schedules when necessary., • Identify opportunities for cost savings through analysis of expenses, vendor contracts, and operational efficiencies., • Implement process improvements to reduce manual work, minimize errors, and shorten close cycles., • Partner with leadership to develop budgets and forecasts that align with growth objectives and financial targets., • Monitor financial KIPIs and operational metrics to identify trends and areas for improvement., • Ensure all accounting activities comply with US GAAP, company policies, and relevant regulatory requirements., • Maintain accurate and complete documentation to support financial transactions and audit readiness, • Facilitate external audits by providing requested documentation, explanations, and process transparency., • Provide insightful financial analysis and reporting to support the companys growth and expansion plans., • Assist leadership with financial modeling for new franchise opportunities and capital investments., • Recommend enhancements to accounting system and financial processes to scale with business growth., • Participate in cross departmental projects that impact financial performance or operational efficiency., • Maintain meticulous and organized accounting records to support accuracy and ease of audit., • Ensure timely completion of month-end close activities in compliance with business deadlines., • Develop and document best practices to standardize accounting procedures across multiple entities., • Proactively identify and resolve discrepancies or process bottlenecks to improve workflow., • Serve as the primary accounting contact for franchise owners regarding financial reporting and inquiries., • Prepare and distribute monthly financial reports, including P&Ls, royalty calculations and marketing fund summaries., • Assist franchise owners in understanding financial statements and compliance requirements., • Collaborate with franchise operations teams to align accounting practices with franchise agreements., • Demonstrate and promote Perspire Sauna Studios core values in all interactions and work circumstances., • Foster a professional, collaborative, and positive work environment, even when working independently., • Take initiative to support broader team goals and company culture despite no direct reports., • Maintain clear timely, and professional communication with the Controller, leadership team, franchise owners, vendors, and internal/external partners., • Share financial insights and updates proactively to inform operation and strategic decisions., • Collaborate effectively with cross-functional teams to ensure alignment and accuracy in financial matters., • Leadership Excellence: Demonstrates strong self-leadership and accountability, managing all responsibilities independently with a proactive mindset. Exhibits professionalism, integrity, and ethical behavior consistent with company values., • Strategic Vision: Ability to see the big picture while managing detailed execution, • Business Acumen: Aligns financial operations with organizational goals and growth initiatives., • Negotiation Skills: Expert negotiator with proven track record of securing favorable terms and payment schedules to optimize cash flow and vendor relationships., • Project Management: Manages multiple priorities and deadlines efficiently while maintaining high quality and attention to detail., • Analytical Skills: Strong ability to analyze financial data, identify trends, discrepancies, and provide actionable insights., • Innovation Mindset: Continuously seeks opportunities to improve accounting workflows, leveraging technology and automation where possible., • Communication: Exceptional written and verbal communication skills, able to explain complex financial information clearly to non-financial stakeholders., • Relationship Building: Builds and maintains positive relationships with franchise owners, vendors, interna teams, and leadership., • Bachelors degree in Accounting, Finance, or related field required., • Minimum of 5 years of progressive accounting experience, ideally with exposure to multi-entity and franchise environments., • Proven experience managing full cycle accounting functions independently., • Proven track record of managing vendor relationships, • Familiarity with financial reporting, budgeting, forecasting, and audit processes., • Experience in process improvement and cost reduction initiatives., • Experience in franchise operations strongly preferred., • Primarily a sedentary role requiring prolonged periods of sitting and working at a computer., • Must be able to communicate clearly in person, over the phone, and virtually., • Job duties may require work and availability outside normal working hours. Perspire Sauna Studio is committed to providing equal employment opportunities to all individuals. If you are a candidate or an employee who requires reasonable accommodation to perform the essential functions of this role, you may request accommodation by contacting our HR department. This role must be performed with or without reasonable accommodation, and we are dedicated to working with you to identify and implement appropriate adjustments that enable your success in the position. This is a remote position.

Job Description About Talley Talley, LLP, along with its affiliated entities—Talley Law Group (TLG), Talley Capital Group (TCG), and Talley Wealth, LLC is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses, high-net-worth individuals, and professional athletes. Unlike traditional accounting firms, we operate as business partners, not just service providers. Our mission is to go beyond compliance—helping clients maximize profitability, navigate complex financial landscapes, and achieve long-term success. Our Commitment to Clients Since our founding in 1989, we have built a reputation for being our clients’ Most Trusted Advisor (MTA) by delivering tailored, forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation, problem-solving, and strategic growth for our clients. Our Services • Audit & Assurance – Traditional financial reporting with a strategic approach, • Tax Compliance & Planning – Proactive, expert tax strategies tailored to client needs, • Business Consulting – Helping businesses scale efficiently and sustainably, • Estate & Business Planning, M&A, and Tax Law Services – Delivered through TLG, • Outsourced Accounting, Controller, and CFO Services – Provided by TCAS, • Mergers & Acquisitions, Growth Strategies, and Operational Consulting – Led by TCG As a boutique firm with over 50 U.S.-based professionals and 20-30 offshore/outsourced team members, we have expanded rapidly, becoming one of Orange County’s leading professional service firms. We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, results, and collaboration are key drivers of success. Position Summary The ideal candidate will report to the Tax Department Manager of Operations and collaborate closely with other tax staff, partners, and department managers. We are looking for someone with strong technical skills who is dedicated to becoming an MTA for our clients. The candidate will actively improve departmental processes, participate in training and development for team members, and support the firm's growth by embracing our various service initiatives. Our tax staff thrives in a dynamic and challenging environment, and we value teamwork and continuous improvement. The tax staff will interact with various service departments and the administration team. This position involves direct client interaction throughout the year and offers the opportunity to quickly advance to a Client Service Manager (CSM) role. As a CSM, you will develop and implement tax services for clients and identify additional ways to assist with their needs. Essential Functions of the Position Qualities • Time Management, • Exceptional Organization Skills, • Strong Communication skills, • Responsiveness to time-sensitive items, • Attention to Detail, • Focus on client, • Ability to work independently, • Team Collaboration, • Strong Leadership skills, • Transparency, • Strong Work Ethic, • Being professional and respectful to others, • Positive Attitude Technical Skills, • Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc., • Ability to review less complex tax returns prepared by staff and outsourced providers., • Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities, • Ability to perform fundamental tax research, • Address government agency's tax notifications, • Ability to prepare Trust Tax returns Client Service, • Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices, • Ability to review and identify tax planning opportunities, • Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation, • Provide superior service to our clients such that the clients provide referrals to their friends and colleagues. Training and Personnel, • Participate in recruiting tax department staff and interns., • Provide technical on-the-job (OTJ) training to tax preparers and outsource providers., • Provide informal mentoring to staff members., • Participation in department activities as a team player on behalf of the department and the firm., • Demonstrate an ability to interact and work as a team member., • Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel, • Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program. Department, • Follow department policies and procedures., • Identify and look for process improvement ideas., • Participate in weekly department meetings., • Active CPA preferred, • Bachelor’s Degree in Accounting is required., • Strong project management and time management skills are necessary, • Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation., • Customer service focus, • Ability to get along well with diverse personalities; tactful, mature, and flexible., • Ability to operate independently and “self-manage” projects., • Result-and profit-oriented, with the ability to balance other business considerations., • Strong analytical and reasoning abilities., • High energy level, comfortable performing multifaceted projects in conjunction with everyday activities., • Superior numeric skills., • Excellent written and verbal communication skills. zU9RhbPLXJ

Job Description JOB TITLE: Financial Advisor EMPLOYER: Signature Estate & Investment Advisors DEPARTMENT: W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing financial planning and investment advice to clients, helping them to achieve their financial objectives. This role involves assessing clients' financial situations, developing customized financial plans, and recommending appropriate financial products and services. The ideal candidate will have strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and products. DUTIES AND RESPONSIBILITIES: • Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management., • Analyze clients' financial information to determine strategies for meeting their financial goals., • Develop and present customized financial plans and investment strategies., • Monitor clients' financial status and provide regular updates and recommendations., • Build and maintain strong client relationships through regular communication and follow-up., • Stay informed about market trends, economic conditions, and new financial products., • Comply with all regulatory requirements and company policies., • Provide exceptional customer service and ensure client satisfaction., • Participate in networking and community events to attract new clients. SUPERVISORY RESPONSIBILITIES: • This job may be supervising Associate Advisor. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university., • At least 2-3 years of related experience and/or training., • Certificates, licenses, and registrations required: Preferred FINRA licenses Series 7 and 66., • Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American College, • FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65), • Continual adherence to the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Job Description Financial Advisor Mass Mutual, a Fortune 125 Company, is currently seeking self-motivated, driven individuals with enterprising spirits, integrity, and a passion for making a positive impact on people’s lives. We provide comprehensive training, resources, and specialized marketing support for your long-term success. Mass Mutual offers life insurance, retirement income, investments, long-term care insurance, annuities, and small business solutions. Career Description: We are expanding our presence in the Los Angeles/Orange County metro area. Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. Mass Mutual and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Training, Support, and Professional Development: Mass Mutual offers a comprehensive Training Program, full marketing support, as well as prospecting and technical assistance. Our customized mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. Mass Mutual Insurance Company provides the resources and ongoing support you would expect from a Fortune 125 company, with the freedom and autonomy of running your own career. You will be in business for yourself, but never by yourself. Qualifications: We require highly motivated, enterprising individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: Mass Mutual is among the strongest and most respected financial companies in America today. Mass Mutual has earned some of the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best, Standard and Poor's, Moody's Service, and Fitch. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Financial Advisors offer investment advisory services. Mass Mutual Insurance Company, A Licensed Insurance Agency - Equal Opportunity Employer. Apply today! Compensation: $80,000 - $120,000 at plan yearly Responsibilities: • Obtaining a CA State Life and Health License - required part of the program, • Educating potential clients on the products and services we offer at Mass Mutual, • Growing a Network and Attending Community Events, • Prospecting for new Clients in various social and Networking groups, • Customizing strategies for Clients, • Using social media and other marketing tools to Prospect (FB Business and LinkedIn), • Building long-term relationships with clients and keeping relationships strong through consistent correspondence, • Use the CRM database to organize your business and do a Relationship Marketing program through digital mailersQualifications:, • Social nature, with the ability to form long-lasting relationships, • Networking Mentality and Creative Marketing Strategies, • Great Communication Skills - both verbal and written, • Will Learn Recruiting of Advisors, • Works well independently and as part of a Team, • Sales or Business experience is a definite plus, but not required, • Integrity and the Motivation to Help People and make their lives better, • Disciplined to attend weekly meetings and classes, • Strong focus on sticking to an organized Calendar, • Bilingual and Cultural Experience is a definite plusAbout Company Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that. Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001

Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $70,000 - $120,000 at plan Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectationsQualifications:, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • Requires a Bachelor’s degree in finance, business administration, or related field, • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desiredAbout Company Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that. Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001

Job Description Must be willing and able to commute to Santa Ana, CA. Working remotely may be granted after six months of successful performance. Must be available to work shifts ranging between 7:30am – 7:15pm, Monday – Friday, and two Saturdays per month 8:30am – 2:30pm. Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace! We're pleased to say we're a premier financial service provider with over 85 years of experience serving 123,000+ members. Orange County's Credit Union is currently $2+ billion in assets & growing. Our mantra is: Putting People First: Connect, Discover, Deliver & Wow! If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference! The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: • Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues., • Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services., • Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan., • At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred., • Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner, • Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone, • Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet, • Accurately performs mathematical calculations. Call Center Rep. I: $19.00 - $20.00 (Requires recent call center experience in any industry) Call Center Rep. II: $20.50 - $21.00 (Requires recent banking experience) Call Center Rep. III: $22.00 - $22.50 (Requires call center banking plus consumer lending experience) Generous benefits include: • Anthem & Delta Care USA Dental – From day one of employment!, • Life insurance at no cost to associates., • 401(k) – OCCU contributes up to 8% of gross earnings (dollar for dollar)., • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure., • Sick hours – 7 days per year, • Paid Holidays, • Annual performance merit increases, • Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities., • Annual discretionary bonus

Job Description About Finfare Financial: Finfare Financial offers a Next Generation Business Card program that redefines the future of modern finance. We combine working capital with an enterprise-grade AI/Machine learning solutions suite, empowering businesses to grow faster. Finfare Financial is dedicated to empowering Scaling and Middle Market businesses with market leading 1.5% cashback rebates, 30/60/90 day repayment options, bill payment, expense management integration and a Next Level+ Rewards program that delivers AI/Machine Learning solutions to support business growth. About the Role: We are seeking an experienced and dynamic Legal Counsel to join our growing team as a key strategic business partner. This individual will provide expert legal guidance and advice to senior leaders across various departments and play a pivotal role in driving the company's legal strategy, product strategy, and regulatory guidance. As the go-to in-house legal counsel, you will collaborate directly with the CEO and other C-suite executives, advising on a broad range of corporate legal issues and ensuring the company's compliance with applicable laws and regulations. The ideal candidate will have strong business communication and business negotiation skills, with expertise in navigating legal commercial fintech/banking challenges common in fintech start-up environments. You will be comfortable managing day-to-day commercial banking business legal matters, from M&A, contracts and negotiations to risk management, intellectual property, and corporate governance. Please note that this a fully on-site role based in Irvine, CA. Key Responsibilities • Act as the primary legal advisor to the CEO, senior leadership, and key stakeholders on corporate, commercial, banking, and fintech-related matters., • Provide practical, strategic legal guidance on contracts, business transactions, regulatory compliance, risk mitigation, and corporate governance., • Draft, negotiate, and review a wide range of legal agreements, including commercial contracts, partnership deals, NDAs, employment agreements, control agreements, and escrow agreements., • Review and interpret corporate organizational documents (e.g., operating agreements, bylaws, resolutions) and provide guidance on matters involving corporate authority, signing authority, and fiduciary roles., • Conduct legal research and analysis on statutes and regulations relevant to business and consumer deposit accounts, fintech operations, and commercial banking, including (but not limited to) UCC, Regulation E, Regulation D, Regulation CC, and related laws., • Oversee legal aspects of corporate compliance programs, ensuring adherence to applicable laws and minimizing legal and regulatory risks., • Advise internal teams on day-to-day legal questions tied to operations, trust and estate matters, court orders, and other banking-related issues., • Collaborate with external counsel on specialized legal matters as needed., • Proactively identify and address legal risks associated with fintech growth, such as intellectual property, fundraising, and employment law matters., • Support internal teams with legal training, updates on regulatory developments, and best practices., • Assist in investigating and resolving client complaints, including fact-gathering, document review, and assessment of legal exposure., • Contribute to cross-functional initiatives, partnering with product, compliance, risk, HR, and finance teams to align legal priorities with business objectives., • Take on additional legal projects or responsibilities as assigned., • Juris Doctor (JD) degree from an accredited law school and active membership in good standing with a U.S. state bar., • 5–7+ years of legal experience in fintech, banking, payments, or related financial services—ideally with exposure to both startup and established corporate environments., • Proven ability to provide strategic legal advice across a wide range of corporate, commercial, and regulatory matters., • Strong contract drafting, review, and negotiation skills, with experience handling complex commercial agreements and operational documents., • Deep understanding of financial regulations impacting deposit products, fintech services, and bank operations (e.g., UCC, Regulation E, Regulation D, Regulation CC, ECOA, UDAAP)., • Experience managing legal issues related to corporate governance, risk management, and compliance frameworks., • Ability to translate complex legal concepts into practical guidance for non-legal stakeholders., • Exceptional communication and interpersonal skills; comfortable working directly with executives and cross-functional teams., • A proactive, solution-oriented mindset with the ability to manage multiple priorities in a fast-moving, high-growth environment., • Collaborative approach with a willingness to roll up your sleeves and take on a wide range of legal work. The salary range for this position is $230K-$250K (depending on experience). Benefits at Finfare Financial • Competitive health, vision, and dental benefits (covering 100% premium for employee and all dependent(s)), • 401K (with up to 4% employer matching), • Health and wellness reimbursement through Gympass, • Catered lunches 5x times a week, • Work sponsorship (if applicable)

Job Description Financial Sales Advisor - Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: • Ideally, 1-2+ years of sales or business development experience, • Local natural market & strong prospecting ability (cold calling, networking, etc.), • History of success (can be in sales, sports, education, etc), • Energized by mentorship & collaboration, • Licensure: CA Life & Health, SIE, Series 7 & Series 66, • Build and maintain strong relationships with clients to understand their financial needs and objectives, • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies, • Stay up-to-date on market trends, economic conditions, and investment products, • Supplemental Salary, Commissions, Bonuses & Rewards programs, • Vast array of broker/dealer & investment advisory platforms, • Dedicated transition support & firm leadership opportunities, • Product specialists support & Practice management coaches, • Flexible scheduling, company-paid luncheons/events Job Type: Full-time Pay: $55,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-person, • Office

Job DescriptionCompany Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology, neuroscience, and eye care – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at . Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok. Job Description This role will be a trusted advisor to BOTOX® Therapeutic area leadership, leveraging superior customer and marketplace understanding that will deliver insights highlighting business opportunities and guiding brand strategy. The Sr Manager of Marketing Research and Analytics will design, implement, manage, analyze, and effectively communicate marketing research and analytics initiatives. This individual will derive high-impact learnings from qualitative/quantitative primary research and behavioral analytics, which includes developing and deploying analytic solutions based on business needs and supporting the measurement of brand strategies and tactics at a national and sub-national level. The ability to influence decisions based upon careful and strategic thinking and understanding of the business is critical to success. This position’s primary objectives: The Sr Manager will act as intelligence partner with brand teams to guide and help formulate commercial brand strategy, identify tactical opportunities, lead insight discovery, and develop metrics and practices for measuring and improving marketing and promotional campaigns and initiatives. This role will collaborate with key APEX partners (Patient Services, Market Access, etc) and other cross-functional partners and internal customers such as Finance and Marketing to design, build, and implement reporting, analytics, and optimization solutions as well as develop to commercial teams a holistic perspective and recommendations. Key Responsibilities: • Serve as research and analytics partner to the BOTOX Therapeutic team– and offer a wide variety of analytics solutions and custom research solutions – ranging from reporting and tracking to advanced analytics in support of key business questions and strategies., • Derive findings and implications from patient, physician or account/practice analytics to strengthen commercial understanding of market dynamics, brand performance, and key opportunities; serve as a key contributor to the quarterly business review, annual brand planning processes; and develop fact-based recommendations to optimize performance., • Determine sub-national (accounts or physicians) drivers of brand performance, providing drill downs and diagnostics to performance dynamics driven by customer behavior to assist the brand in understanding performance., • Leverage innovative, sophisticated analytic models that address critical issues but also meet key business criteria (e.g. cost, risk, business impact) and key technical criteria (e.g. reliability, validity, and predictability)., • Demonstrate a strong understanding of syndicated and AbbVie proprietary data, data science and modeling techniques and the ability to synthesize insights into compelling narratives. Is highly proficient at supplier and stakeholder management, to drive compelling learnings, and formulate analytical strategies appropriate for the key business questions, • Create, maintain and ensure timely execution of marketing research plans across BOTOX® Therapeutic approved indications, driving alignment with brand strategy and adapting to evolving business needs., • Possess advanced understanding of custom research methodologies. Is highly proficient at supplier and stakeholder management and lead custom research programs to deliver compelling strategic and tactical insight., • Inform the brand planning process based on a deep understanding of all stages of the patient journey, as well as stakeholder influences throughout the journey. Clarify moments of meaning and highlight opportunities to enhance the patient experience. Develop plans to prioritize and address insights gaps., • Possess a curiosity and openness to new insight methodologies and a drive to expand the toolkit to better serve the business., • Ensure all marketing research and analytics activities are conducted in accordance with financial and ethical compliance guidelinesQualifications, • Bachelor’s Degree required, Advanced degree preferred., • 7+ years of relevant experience in market research and quantitative analysis of sales and marketing information is required, including use of this information in the development of business plans and strategies. Experience within the Pharma/Biotech industry is required., • Strong analytical reasoning abilities, intellectual curiosity, strong business acumen, and creativity in problem solving., • Advanced experience with 3rd party pharmaceutical data sources like IQVIA/SHS Sales and Claims Data (APLD, PTD, Xponent, NSP (National Sales Perspective), NPA), and Specialty pharmacy data are preferred., • Experience with current methods Analytics/Machine Learning, BI tools like Power BI or Tableau in addition to Excel is required. Hands-on expertise in current analytical methods & tools (including machine learning) is a plus., • Advanced communication and influencing skills: Comfortable in collaborating and influencing integrated brand team members and communicating /influencing/presenting to senior management., • Advanced agility, project management, and prioritization skills, • Advanced vendor management skills, • High motivation, strong work-ethic and positive attitude while working under tight timelines, • Reports to Lead Director, Botox Marketing Analytics & Insights, • Focus (Scope): 50% Strategic/50% Tactical Additional Information Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: * The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future. * We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. * This job is eligible to participate in our short-term incentive programs. * This job is eligible to participate in our long-term incentive programs Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:

Job DescriptionAbout the Firm Talley, LLP, and its affiliated entities, Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”) and Talley Client Accounting Services, LLC (“TCAS” fka Group 11) (collectively “Talley”) is a full service financial, tax, legal and consulting organization designed to meet the needs of entrepreneurially driven businesses and their owners. Talley looks to serve clients as business partners and not merely as providers of traditional accounting or tax services. Talley is continuously in search of more effective ways to improve clients' bottom line and where suitable, seek to act in an advisory role adding knowledge and expertise. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. The professionals at Talley strive to become their client’s Most Trusted Advisor (“MTA”), providing global solutions to the challenges and opportunities facing Talley’s clients and their business. Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur: • Audit and assurance services, including traditional financial reporting, • Tax compliance, • Tax planning and proactive advice, • Business consulting, • Estate planning, business planning, M&A and tax law services delivered through TLG, • Outsource accounting, controller and CFO services, delivered through TCAS Position Summary Reporting directly to the Audit Partner and collaborating with audit team members and managers across other departments, the ideal candidate will bring strong technical skills and a commitment to becoming an MTA for the firm’s clients. This individual will spearhead process-improvement initiatives within the department and fuel the firm’s growth by understanding and deploying our full range of service offerings. The Audit Manager thrives in a fast-paced, ever-changing environment and embraces new challenges with agility. The Audit Manager will work closely with all service departments and the administrative team. From the outset, they will engage directly with clients year-round and quickly assume the role of Client Service Manager (CSM). In this capacity, they will design and deliver audit and consulting engagements while proactively identifying and coordinating additional services to meet each client’s evolving needs. Essential Functions of the Position Technical Competence • Plans, executes, and documents the entire audit lifecycle—planning, fieldwork, and financial reporting., • Develops audit programs that align with the audit plan and sensibly divide work between interim and year-end phases., • Drives innovation by identifying opportunities to enhance audit quality and efficiency, taking ownership of the implementation of best practices, advanced software tools, and AI-driven solutions across client engagements., • Designs testing steps for key controls and integrates internal-audit procedures into the overall plan., • Assesses business and professional risks and tailors audit approaches to each client’s risk environment., • Leads fieldwork for all engagement types, ensuring timely completion and high-quality results., • Knowledgeable about sources of accounting and auditing literature available for research and problem resolution., • Demonstrates working knowledge of specialized accounting and auditing areas., • Prepares and reviews financial statements and disclosures with minimal supervision., • Recognizes and drafts appropriate audit reports for other than unqualified opinions., • Documents audit issues, analyses, and conclusions clearly and convincingly., • Demonstrates professional concern and exercises due care with respect to work reviewed., • Performs thorough review of workpapers to assure audit steps have been completed, conclusions have been supported, and Firm policies have been met., • Has working knowledge in specialized areas/industry-specific accounting, regulatory and reporting matters., • Understands the basic nature and strategy of the client’s operating, investing, and financing activities., • Understands and can explain the client’s accounting policies and has knowledge of their financial information systems., • Monitors external factors affecting the client’s industry and discusses their implications with management., • Understands key ratios and statistics for the client and industry., • Earns client respect and serves as a primary resource for inquiries and requests., • Cultivates and nurtures strong client relationships to retain existing clients while attracting new ones., • Builds and maintains an internal and external network of professionals and referral sources., • Engages the appropriate client contacts to resolve issues efficiently., • Adapts communication style to work effectively with diverse management personalities., • Responds to client needs and requests in a timely and appropriate manner., • Takes responsibility for overall engagement oversight., • Prioritizes workload for self and staff., • Coordinates with the Audit Senior for all phases of the planning process before fieldwork begins., • Directs staff by clearly explaining objectives, procedures, and expected outcome., • Manages multiple engagements concurrently and drives each to timely completion., • Effectively delegates appropriate work among staff., • Responds to changing engagement circumstances., • Monitors job progress and anticipates staffing needs., • Balances engagement demands with staff development and well-being., • Performs a timely review of working papers., • Ensures engagements are completed on a timely basis., • Efficiently monitors and controls all time spent on engagements., • Evaluates prospective client financial statements and prepares detailed budgets for engagements., • Keeps Audit Partner informed of engagement timing and performance against budget., • Takes ownership of delivering all active engagements to a successful close., • Reviews the financial statements and footnotes to ensure accurate financial reporting., • Verifies that all Audit Partner review notes are adequately cleared., • Identifies and communicates significant accounting, auditing, and reporting matters to Audit Partner on a timely basis., • Keeps Audit Partner informed of progress of engagement and problems on a timely basis., • Informs Audit Partner of reasons for budget overruns, if any, and identifies work performed beyond the scope of the engagement. Staff Development • Delegates tasks strategically to foster staff growth., • Provides staff with on-the-job training on technical issues and audit methodologies., • Gives clear instructions and monitors performance to ensure quality., • Motivates staff through professional and technical reputation and enthusiasm., • Conducts insightful workpaper reviews that challenge staff thinking., • Offers timely, balanced feedback throughout each engagement., • Documents and discusses review notes constructively with staff., • Serves as an effective role model., • Supervises staff by setting clear objectives, tracking progress, and minimizing conflict., • Maintains a positive attitude with the staff., • Adheres to—and enforces—departmental policies and procedures., • Identifies, evaluates and implements new audit software and/or AI applications., • Manages all current A&A subscriptions/ licenses and upcoming renewals., • Identifies and leads process-improvement initiatives., • Plans and facilitates department meetings and after-action reviews., • Coordinates continuing education and training sessions for the A&A team., • Assists the Audit Partner with budgeting and monthly variance monitoring., • Coordinates and assists with the department’s peer review, every three years. Preferred Attributes Successful applicants will have a minimum of 5 years’ audit experience in a CPA firm. • Active CPA required., • Bachelor’s degree in accounting is required., • Strong project management and time management skills are necessary., • Strong financial and accounting expertise, with creativity, autonomy, and a high service orientation., • Customer service focus., • Able to collaborate with diverse personalities; tactful, mature, and flexible., • Operates independently and self-manages projects., • Result-and profit-oriented, with the ability to balance other business considerations., • Strong analytical and reasoning skills., • High energy level, comfortable performing multifaceted projects in conjunction with normal activities., • Superior numeric skills., • Excellent written and verbal communication skills., • Actively embodies and promotes firm values. Must be willing and able to travel to client’s office. This is a remote position however candidate must live in Southern California are Powered by JazzHR TFRgoAc7VB

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *

Job Description Recruiter / HR Generalist Location: Irvine, CA (onsite or hybrid, depending on company policy) Compensation: $75,000 – $92,000 DOE + excellent benefits About the Opportunity A rapidly growing, well-established financial services firm is seeking an experienced Recruiter / HR Generalist to join its high-performing team. This is a dual-impact role — you’ll own full-cycle recruiting while also serving as a key HR partner across the organization. The ideal candidate is a confident communicator, highly organized, and thrives in a dynamic, collaborative environment where both strategic thinking and hands-on execution are valued. What You’ll Do Talent Acquisition * Drive the full-cycle recruitment process: sourcing, screening, interviewing, and managing offers. * Partner closely with hiring managers to understand needs and develop tailored recruiting strategies. * Build and maintain proactive pipelines of top talent through networking, research, and outreach. * Deliver an exceptional candidate experience at every stage. * Manage relationships with external recruiting partners as needed. * Ensure recruiting practices are compliant with all applicable laws and regulations. HR Generalist Support * Support core HR functions including benefits administration, payroll coordination, and employee relations. * Provide guidance on HR policies, procedures, and best practices. * Assist in performance management processes, coaching managers and supporting employee development. * Help drive employee engagement and retention initiatives. * Maintain accurate and compliant employee records. Stakeholder Engagement * Act as a trusted advisor and resource to managers, employees, and leadership. * Communicate recruiting activity and HR initiatives to internal stakeholders. * Foster strong relationships across the organization to support alignment and collaboration. * Handle employee inquiries and concerns with professionalism, confidentiality, and care. What You Bring * 5+ years of combined experience in recruiting and human resources, preferably within a corporate or professional services environment. * Proven success managing full-cycle recruiting across multiple departments or functions. * Solid understanding of employment law and HR compliance. * Hands-on experience with benefits administration, payroll support, and employee relations. * Strong organizational skills with the ability to juggle multiple priorities and deadlines. * Excellent verbal and written communication skills, including comfort presenting to leadership. * Experience with HRIS and ATS systems (selection, implementation, or administration a plus). * Bachelor’s degree in Human Resources, Business Administration, or related field (or equivalent work experience). Why This Role * Competitive salary and performance-based incentives * Comprehensive benefits package (medical, dental, vision, 401k, etc.) * Opportunity to make a visible impact in a growing organization * Collaborative, values-driven culture Company DescriptionSavage Search Associates is a full service, family-owned recruitment firm supporting Executive Search, Management, Human Resources, Accounting & Finance, Sales & Marketing, Operations, Construction Management, and Administrative search projects.Savage Search Associates is a full service, family-owned recruitment firm supporting Executive Search, Management, Human Resources, Accounting & Finance, Sales & Marketing, Operations, Construction Management, and Administrative search projects.

Job Description About the Firm Talley, LLP, and its affiliated entities, Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”) and Talley Client Accounting Services, LLC (“TCAS” fka Group 11) (collectively “Talley”) is a full service financial, tax, legal and consulting organization designed to meet the needs of entrepreneurially driven businesses and their owners. Talley looks to serve clients as business partners and not merely as providers of traditional accounting or tax services. Talley is continuously in search of more effective ways to improve clients' bottom line and where suitable, seek to act in an advisory role adding knowledge and expertise. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. The professionals at Talley strive to become their client’s Most Trusted Advisor (“MTA”), providing global solutions to the challenges and opportunities facing Talley’s clients and their business. Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur: * Audit and assurance services, including traditional financial reporting * Tax compliance * Tax planning and proactive advice * Business consulting * Estate planning, business planning, M&A and tax law services delivered through TLG * Outsource accounting, controller and CFO services, delivered through TCAS * Mergers & acquisition, growth through acquisition and operational consulting delivered through TCG Working in an entrepreneurial environment is not for the faint of heart. In order to serve clients at the highest level, Talley expects its professionals to be committed to the highest quality of advice and service. It is a culture of accountability and results. Talley is a boutique firm of over 50 US based team members and 20-30 offshore and outsourced team members. Talley’s office is located in Orange, CA. Talley has grown rapidly over the past few years, becoming one of the prominent professional service firms in Orange County. Talley embraces a hybrid work culture, emphasizing client service and quality provided by professional, competent and motivated individuals. Position Summary The Tax Advisory and Research Consultant will serve in a dynamic, challenging and growth environment and will: * Be comfortable using artificial intelligence (AI) tools and platforms and be able to demonstrate how they leverage AI in their tax research practice to enhance efficiency, accuracy, and strategic insight. * Understand the firm’s programs and processes, especially with respect to advisory, review and planning software; legal research tools, such as Lexis Nexis; and technical tax research, tax advisory and drafting, such as Checkpoint, are essential. * Participate in client meetings and assist in serving their needs. * Provide experience with corporate, partnership, and international tax matters. The candidate should preferably have experience with, and interest in, the taxation of high-net-worth families, family offices and closely-held businesses. * Specialize in tax and legal structures as they apply to LLCs, corporations, partnerships, trusts, tax-exempt entities and privately-held entities. * Advise clients on a variety of tax issues including accounting for tax provisions, tax compliance, business restructuring, and tax controversy. * Review basic to complex income tax returns and tax projections. * Demonstrate advanced technical expertise, e.g., through advanced education and/or continuing education oriented toward an advanced skill set or industry expertise. * Understand and be capable of introducing services to clients into other Talley service areas such as TLG, TCG, TCAS, Assurance, etc. The Tax Advisory and Research Consultant will interact with all the firm’s service departments and the administration team. This position will eventually have direct client interaction throughout the year. Essential Functions of the Position Technical Skills * Initially, demonstrate a solid educational foundation with a degree in accounting, an advanced degree in and knowledge of taxation, and an ability to understand accounting principles. * Candidate must demonstrate experience with AI-assisted legal and tax research platforms such as Bloomberg BNA, Lexis Nexis, and GPT-based tools. They should be capable of critically evaluating AI-generated content, integrating it into technical memos, and using it to identify tax planning opportunities. * Be able to review complex entity and individual tax returns, including at least some experience with multi-state, consolidated, foreign reporting, etc. * Demonstrate advanced understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities. * Assist tax consulting personnel and tax managers in performing various tax strategy analysis and computations of benefits and impact of such strategies. * Address government agency tax notifications, document requests and audit support. * Ability to perform tax research; prepare technical tax memorandum; and communicate contents and concepts with clients and professional staff. Demonstrate experience with the elements of the following: * Mergers and acquisitions. * Corporate governance and business operations for relevant jurisdictions, i.e., California, Nevada and Delaware. * Joint ventures and strategic relationships. * Business reorganizations. * Debt financing. Client Service * Client interaction and liaison for various tax projects, including obtaining appropriate information and resolving tax-related problems and notices. * Ability to review and identify tax planning opportunities and discuss them with clients. *

Job Description ABOUT At The Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Investment Solutions Team at The Bahnsen Group is an integral part of achieving this vision. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $7.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is looking for an Associate to join their Investment Solutions team (reporting/analytics/trading, and research). We are seeking one candidate to fill the role in one of the following cities: Dallas, TX; Grand Rapids, MI; Nashville, TN; and Newport Beach, CA. This role is a full-time, in-office position. The Associate will work with experienced wealth management analysts and have ample opportunity to grow within the department. RESPONSIBILITIES • Complete training & gain proficiency in a variety of wealth management software tools, • Custodian interfaces (Fidelity & Schwab), • Reporting & analytics (Tamarac & Y-Charts), • CRM (Salesforce), • Produce client performance reviews, • Prepare presentations for portfolio proposals, • Reconciliation of investor information with the fund administrators & custodians QUALIFICATIONS • Bachelor's degree in finance, economics, mathematics, or related fields (preferred), • 2+ years of related industry experience, • Proficiency in MS Office applications (Word, Excel, and PowerPoint) CONSIDERATION • Salary commensurate with experience, • Full benefits package including medical, dental, vision, and disability, • 401(k) plan with TBG contribution of 3% of compensation, • Discretionary annual bonus

Job Description This position reports on-site. Summary: Responsible for supporting the business development efforts of First Foundation Advisors (FFA). Projects may involve, but are not limited to, organization refinement and updating of FFA collateral materials, and assisting the investment team with formatting, updating and distribution of investment materials. This position will assist in special projects, event development and coordination, community promotions, and campaigns supporting First Foundation Advisors. Support the Business Development Director in a broad range of projects. Duties and Responsibilities: • Support business development and marketing-related initiatives for the FFA., • Work with FFA advisor team to maintain accurate sales activity pipelines and revenue projection data., • Assist in the ongoing adoption, monitoring and reporting with FFA’s CRM system., • Coordinate with Marketing on projects and activities involving FFA., • Work with FFA personnel to develop, organize, execute and analyze business development events., • Manage coordination and distribution of time-sensitive client-facing financial market communications., • Assist in maintaining compliance files, ROI tracking and reporting for all FFA business development related projects., • Maintain FFA collateral library, including product and services presentations and brochures., • Communicate with subject matter experts and product specialists to ensure client/prospect-facing materials effectively support our offerings., • Assist in building and managing collateral inventory system to FFA team members have access to updated FFA materials., • Work with subject matter experts and Marketing to maintain up-to-date sales presentation materials., • Assist Marketing with FFA press release development, distribution, and tracking., • Coordinate monthly and quarterly FFA team meetings. Geographic Location: Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • Bachelor’s Degree in Marketing, Communications, Business or related field required, • Strong understanding of sales and marketing principles, • Knowledge of wealth management products and services, • Ability to adhere to deadlines, • Able to effectively communicate with colleagues with varying responsibilities, • Well-organized with a client-oriented approach, • Excellent knowledge of Microsoft Office applications, and advanced proficiency in Excel, • Knowledge of Adobe Creative Suite a plus While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description At Better Rise Capital, our mission is to fuel the growth of small businesses by delivering fast, flexible, and transparent financing solutions. Rooted in trust, driven by innovation, and committed to empowering entrepreneurs, we're redefining how businesses access the capital they need to succeed. Together, we're building a stronger future for America's small business community. As a Business Development Representative, you'll play a key role in connecting small business owners with essential financial solutions. You'll develop strong client relationships, assess their unique funding needs, and guide them through our fast and efficient lending process. Our entry level Business Development Representatives can expect annual on target earnings (OTE) of $80,000 to $100,000, with clearly defined opportunities for rapid growth and advancement. Upon graduation, our Account Executives typically see OTE in the $100,000-$150,000 range and our Senior Account Executives regularly earn $250,000+ annually. As a Business Development Representative you will: • Serve as a strategic advisor to small business owners, understanding their financial goals and offering tailored funding solutions, • Guide clients through the end-to-end funding process, from needs assessment to approval and funding, • Develop and manage a high volume pipeline of inbound and referral-based leads, • Bachelor's degree in Business, Business Administration or a related field (preferred), • Knowledge of financial services and capital solutions, • Strong sales acumen and the ability to effectively pitch products/services, • Excellent communication and negotiation skills with a client-first mindset, • Strong organizational skills and attention to detail, • Uncapped earning potential – Our top earners can expect to earn $250,000.00 plus, • Premium inbound leads – No cold calling, no guesswork — just qualified business owners looking for funding., • Ongoing professional training – We invest in your development through advanced sales training and financial education, • Leadership & growth opportunities – A clear path for career advancement in a fast-growing organization, • Recognition & rewards – Monthly bonuses, performance incentives, and elite company trips, • BBB-accredited, industry-respected brand We believe in your potential and are invested in your growth! APPLY TODAY, and let's achieve our goals together! #BRCcareers01 Better Rise Capital is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non-merit based factor. This is a full-time, non-exempt position starting at $21.00 per hour, with performance-based commissions. Entry-level Business Development Representatives typically earn between $80,000 and $100,000 in annual on-target earnings (OTE), with clearly defined paths for rapid growth and advancement. This position is designated in-office, located in Irvine, CA. Must be willing to commute to the office Monday through Friday. Pay range$80,000—$100,000 USD

Job Description NOW CFO, established in 2005, is a “roll-up our sleeves” full-service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. Our employees are skilled professionals who fix the accounting and finance problems all companies face. We are seeking a full-time Controller Consultant with non-profit experience to become a permanent member of our Orange County team! You will be responsible for managing the accounting functions for a variety of our clients, including non-profit organizations, throughout the Orange County area. Responsibilities: * Serve as client’s trusted advisor, demonstrating knowledge of industry trends and identifying client issues; proactively communicate solution options to clients and team * Prepare engagement deliverables (such as financial statements, technical accounting memos, account reconciliations, and other work papers); assist engagement review team to ensure quality control standards are met; ensure on-time delivery and on-budget * Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, and alternatives * Understand the client’s organization, procedures, and internal policies * Participate in client meetings, presentations, and proposal development * Manage and retain multiple client relationships, engagements, and special projects * Responsible for billing and realization on assigned clients * Supervise, train, and mentor staff; communicate effectively within or while leading a team * Foster a team environment; demonstrate support of management decisions and contribute to building a positive culture * Additional responsibilities as assigned Qualifications: * Bachelor’s degree required; Master’s degree preferred in Accounting, Finance, or related field * Minimum of 10 years’ experience in progressive accounting roles, including public accounting (audit) and corporate roles * Proven experience working with non-profit organizations (required) * Active CPA preferred * Ability to manage deadlines, work on multiple assignments, and prioritize as necessary * Excellent verbal and written communication skills across all organizational levels, both internally and externally * Proficiency with applicable accounting and financial technology tools Benefits: * Significant opportunities for growth within the organization – a great opportunity for a driven individual * Competitive salaries * W2 Employee Benefits: Health, Vision, Dental * 401(k) with company match * Paid vacation and sick time * Employee and client referral bonuses #IND3

Job DescriptionCompany Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology, neuroscience, and eye care – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at . Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok. Job Description Purpose: The primary objective of this position is to provide financial leadership for the Month end, Plan, LBE, LRP planning and DSO / Balance Sheet processes. The position will be responsible for providing financial analysis, recommendations and decision-making support. This position is responsible for developing and implementing processes and procedures to facilitate accurate and timely consolidations of planning processes. Responsibilities: • Play a key role in SAC go live (including UAT) and ensure all reports / dashboards are completely and accurately transferred over from Longview to SAC, • Acts as a trusted advisor who effectively challenges business partners on their performance and suggests possible solutions to performance issues, • Proactively leads Finance Transformation / Lighthouse initiatives to deliver on company-wide objectives to achieve simplification and efficiency while improving quality of deliverables Qualifications Requires 7-10 years progressive accounting or finance experience -Ability and desire to proactively search out and evaluate business problems and opportunities -Capability to direct efforts to achieve answers and results -Ability to solve business problems through the proactive identification of issues and subsequent collection, analysis and interpretation of related data -Demonstrated problem solving and analysis within a broad framework of AbbVie’s financial policies (CFMs), and Generally Accepted Accounting Principles -Excellent verbal and written communication skills -Bachelor’s Degree in Accounting or Finance -Preferred: MBA in Accounting or Finance and/or CPA/CMA -Preferred: Multi-division experience and knowledge of the financial planning systems (Longview and BPC) and process Additional Information Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: * The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future. * We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. * This job is eligible to participate in our short-term incentive programs. * This job is eligible to participate in our long-term incentive programs Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:

Job Description A fast-growing professional services firm seeks a Human Resources Manager to join their dynamic team. This role will be responsible for leading the day-to-day people function of a local practice office, providing subject matter expertise, while developing and executing Human Capital & Talent strategies inclusive of engagement strategies, optimized performance, and professional development. Responsibilities • Serving as a trusted advisor to office leadership and colleagues, providing advice and guidance across all human capital topics, inclusive of employee relations and policy adherence, • Championing colleague well-being and enabling a work environment that is equitable and offers fair treatment, transparency, inclusiveness, personal accountability, trust, and mutual respect, • In collaboration with office leadership, driving initiatives to enhance organizational effectiveness, including talent development and acquisition, resource management, and colleague training programs, • Utilizing data-driven insights to optimize human capital & talent strategies, and leveraging market intelligence to make informed business decisions, • Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that the firm retains. Qualifications • Possess excellent communication, interpersonal, and strategic thinking skills, • Exhibit the ability to use HRIS and data to identify insights that drive action, • Demonstrate excellent leadership skills and the ability to cultivate relationships across teams at all organizational levels, • A Bachelor's degree or equivalent in human resources, business administration, or a related field; with a Master's degree, preferably, • A minimum of seven (7) years of progressive Human Resources leadership and management experience, and familiarity with CA labor laws, • Proven experience as a Human Resources (HR) Business Partner or similar leadership HR role Many of our job openings can be viewed at

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $82,000 - $119,000 at plan Responsibilities: • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professionalQualifications:, • Ability to successfully network to prospect new potential clients is a must, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Relationship management skills are required, • Must live in California About Company At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: • Ranked #71 on the Fortune 500 list, Fortune magazine, 2024 Apply Today!

Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. Career Description: Join our expanding team in Southern California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: * Performance-based compensation, unlimited earning potential * Residual income * Subsidized health benefits * Customized personal business planning * Full marketing, prospecting, and technical support * Robust technology platform, including customizable CRM software * Customized training and mentorship program with established advisors and leadership * Ongoing resources and support, with autonomy to run your own practice * Opportunity to qualify for trips to world class destinations * In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts * Transitional income possible for qualified candidates Responsibilities: * Work closely with clients to identify and achieve their financial goals through personalized investment strategies. * Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. * Cultivate lasting client relationships built on genuine interest, empathy, and solutions. * Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: * Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. * Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. * Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. * Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: * Bachelor's degree * Excellent interpersonal skills * Securities Licenses (Preferred) * Life, Health & Accident Insurance Licenses (Preferred)

Job Description About Finfare Financial Finfare Financial offers a Next Generation Business Card program that redefines the future of modern finance. We combine working capital with an enterprise-grade AI/Machine learning solutions suite, empowering businesses to grow faster. Finfare Financial is dedicated to empowering Scaling and Middle Market businesses with market leading 1.5% cashback rebates, 30/60/90 day repayment options, bill payment, expense management integration and a Next Level+ Rewards program that delivers AI/Machine Learning solutions to support business growth. About the Role We're seeking a Financial Crimes & Compliance Program Manager to lead and evolve our fraud, AML, and compliance program infrastructure. This role blends regulatory compliance expertise with strategic fraud prevention, and is critical to safeguarding Finfare's operations and customers. You'll build and oversee key risk frameworks, drive cross-functional compliance alignment, and ensure adherence to both internal policies and external regulatory obligations. You should bring deep experience in BSA/AML and fraud programs, particularly in fintech or banking environments, and the ability to scale systems, processes, and teams from the ground up. Please note this is a fully on-site role based in Irvine, CA. Responsibilities • Own and continuously improve Finfare Financial's BSA/AML, USA PATRIOT Act, OFAC, and broader regulatory compliance programs, • Build and manage an enterprise Fraud & Financial Crimes Prevention Program: onboarding fraud, synthetic ID detection, transaction abuse, account takeovers, and internal risk mitigation, • Lead transaction monitoring and case management systems, ensuring compliance with internal and partner-bank policies, • Serve as Finfare Financial's compliance program lead, coordinating audits, internal reviews, and partner-bank exams, and managing any findings and remediations., • Design and deliver company-wide training on fraud trends, BSA/AML compliance, and red flag identification., • Perform case reviews and due diligence for SARs, EDDs, KYC escalations, and fraud investigations., • Partner closely with Legal, Risk, and Product teams to align compliance requirements with operational design., • Interface with Finfare Financial's banking and processing partners regarding watchlist alerts, high-risk activities, and escalation protocols., • Own and deliver compliance reporting, risk trend analysis, and internal dashboards, • Act as subject matter expert and key advisor to leadership on evolving fraud/compliance landscapes, • Other duties as assigned Qualifications and Requirements • 5+ years of experience in a leadership role within fraud, AML, or regulatory compliance programs, • Strong working knowledge of BSA/AML, OFAC, sanctions screening, and fraud prevention best practices, • Prior experience implementing or scaling a compliance or risk function, ideally at a fintech, neobank, or payments platform, • Experience working with partner banks, regulators, or external auditors, • Strong people management, process ownership, and cross-functional communication skills, • CAMS, CFE, or CRCM certification preferred, • Bachelor's degree required (Criminal Justice, Finance, or related field a plus), • Exceptional problem-solving skills, with the ability to quickly assess, prioritize, and resolve issues dynamically., • Highly adaptable and flexible, capable of shifting focus between multiple responsibilities without losing efficiency., • Experience in fintech or startups, particularly in high-growth, fast-paced environments., • Prior experience handling chargebacks, disputes, or transaction monitoring within a financial services setting. The salary range for this position is $140K-$180K (depending on experience). Benefits at Finfare Financial • Competitive health, vision, and dental benefits (covering 100% premium for employee and all dependent(s)), • 401K (with up to 4% employer matching), • Health and wellness reimbursement through Gympass, • Catered lunches 5x times a week, • Work sponsorship (if applicable), • Other employee perks

About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters including Insurance Reinsurance Cyber Services Mortgage Origination and more. Acrisure employs over 19000 entrepreneurial colleagues in 22 countries and have grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation client centricity and an indomitable will to win. Job Summary: As a Senior Recruiter at Acrisure you will be a key contributor to a high-performing sales-focused Talent Acquisition team. You will be responsible for executing full-cycle recruitment for division-based roles ensuring speed quality and strong candidate experience throughout the process. Operating with a service-oriented mindset you will support the business by managing requisitions from intake to offer engaging top talent and delivering hiring outcomes that directly support revenue growth and operational performance. This role will focus on recruitment support for Always On requisitions at Acrisure. Responsibilities: • Own the full recruitment lifecycle from intake to offer ensuring consistent execution stakeholder engagement and process optimization., • Operate as a trusted talent advisor by embedding into business rhythms understanding team priorities and aligning hiring with strategic outcomes., • Lead effective intake and strategy sessions with hiring managers to define candidate profiles and manage expectations with real-time market data, • Proactively build and maintain pipelines for critical roles to stay ahead of hiring demand and support faster speed-to-hire., • Tailor sourcing and outreach strategies to resonate with high-impact candidate segments; avoid one-size-fits-all approaches., • Deliver candidate messaging that effectively sells the opportunity and articulates Acrisures value proposition in the market., • Share market intelligence including competitor insights and geographic talent availability to influence hiring decisions and workforce planning., • Use recruiting funnel metrics pipeline health and external benchmarks to guide decision-making and shape hiring strategies., • Maintain a consistent focus on performance metrics such as time to fill quality of hire funnel conversions and candidate experience ratings., • Actively move requisitions forward by anticipating delays flagging risks and offering actionable solutions., • Deliver thoughtful updates transparent communication and timely feedback to both hiring teams and candidates., • Embrace feedback from stakeholders and demonstrate a mindset of continuous learning and improvement., • Seek out opportunities to mentor other recruiters and help improve overall processes. Requirements Extensive travel may be required. Minimum Requirements • Bachelors degree in Business Human Resources or a related field or equivalent professional experience. Equivalent professional experience in talent acquisition may be considered in lieu of a degree., • 7 years of full cycle recruiting experience with 2 years of experience recruiting for sales client-facing or revenue-generating roles (such as Client Advisors/Producers Account Executives etc.) preferably within the insurance professional or financial services industries., • Demonstrated success in pipeline development candidate engagement and influencing hiring decisions with data., • Strong communication storytelling and consultative skills with business leaders., • Familiarity with ATS and CRM tools (Workday preferred); comfortable using data to inform decisions and performance., • Able to manage competing priorities adapt quickly and deliver under pressure with a sense of urgency and ownership. Candidates should be comfortable with an on-site presence within their division to support collaboration team leadership and cross-functional partnership. Benefits and Perks: • Competitive compensation, • Flexible vacation policy and paid holidays plus paid sick time off, • Medical Insurance Dental Insurance Vision Insurance Disability insurance (short-term and long-term) Pet Insurance, • Employee-paid supplemental insurance options, • Company-paid group life insurance, • Employee Assistance Program (EAP) and Calm App subscription, • Vested 401(k) with company match and financial wellness programs, • FSA HSA and commuter benefits options, • Paid maternity leave paid paternity leave and fertility benefits, • Career growth and learning Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York. Welcome your new opportunity awaits you. Pay Details: The base compensation range for this position is $88060 - $124320. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity. Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at ___ Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters including Insurance Reinsurance Cyber Services Mortgage Origination and more. Acrisure employs over 19000 entrepreneurial colleagues in 22 countries and have grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation client centricity and an indomitable will to win. Job Summary: As a Senior Recruiter at Acrisure you will be a key contributor to a high-performing sales-focused Talent Acquisition team. You will be responsible for executing full-cycle recruitment for division-based roles ensuring speed quality and strong candidate experience throughout the process. Operating with a service-oriented mindset you will support the business by managing requisitions from intake to offer engaging top talent and delivering hiring outcomes that directly support revenue growth and operational performance. This role will focus on recruitment support for Always On requisitions at Acrisure. Responsibilities: • Own the full recruitment lifecycle from intake to offer ensuring consistent execution stakeholder engagement and process optimization., • Operate as a trusted talent advisor by embedding into business rhythms understanding team priorities and aligning hiring with strategic outcomes., • Lead effective intake and strategy sessions with hiring managers to define candidate profiles and manage expectations with real-time market data, • Proactively build and maintain pipelines for critical roles to stay ahead of hiring demand and support faster speed-to-hire., • Tailor sourcing and outreach strategies to resonate with high-impact candidate segments; avoid one-size-fits-all approaches., • Deliver candidate messaging that effectively sells the opportunity and articulates Acrisures value proposition in the market., • Share market intelligence including competitor insights and geographic talent availability to influence hiring decisions and workforce planning., • Use recruiting funnel metrics pipeline health and external benchmarks to guide decision-making and shape hiring strategies., • Maintain a consistent focus on performance metrics such as time to fill quality of hire funnel conversions and candidate experience ratings., • Actively move requisitions forward by anticipating delays flagging risks and offering actionable solutions., • Deliver thoughtful updates transparent communication and timely feedback to both hiring teams and candidates., • Embrace feedback from stakeholders and demonstrate a mindset of continuous learning and improvement., • Seek out opportunities to mentor other recruiters and help improve overall processes. Requirements Extensive travel may be required. Minimum Requirements • Bachelors degree in Business Human Resources or a related field or equivalent professional experience. Equivalent professional experience in talent acquisition may be considered in lieu of a degree., • 7 years of full cycle recruiting experience with 2 years of experience recruiting for sales client-facing or revenue-generating roles (such as Client Advisors/Producers Account Executives etc.) preferably within the insurance professional or financial services industries., • Demonstrated success in pipeline development candidate engagement and influencing hiring decisions with data., • Strong communication storytelling and consultative skills with business leaders., • Familiarity with ATS and CRM tools (Workday preferred); comfortable using data to inform decisions and performance., • Able to manage competing priorities adapt quickly and deliver under pressure with a sense of urgency and ownership. Candidates should be comfortable with an on-site presence within their division to support collaboration team leadership and cross-functional partnership. Benefits and Perks: • Competitive compensation, • Flexible vacation policy and paid holidays plus paid sick time off, • Medical Insurance Dental Insurance Vision Insurance Disability insurance (short-term and long-term) Pet Insurance, • Employee-paid supplemental insurance options, • Company-paid group life insurance, • Employee Assistance Program (EAP) and Calm App subscription, • Vested 401(k) with company match and financial wellness programs, • FSA HSA and commuter benefits options, • Paid maternity leave paid paternity leave and fertility benefits, • Career growth and learning Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York. Welcome your new opportunity awaits you. Pay Details: The base compensation range for this position is $88060 - $124320. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity. Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

Kairos Investment Management Company is a minority-owned real estate private equity firm founded in 2005 to focus on value-based real estate investments in the lower middle market, often with a long-term investment horizon and contrarian approach. As of March 31, 2025, the Kairos team has transacted on $4.5 billion of real estate, including over 26,000 multifamily units and 25 million square feet of commercial property nationwide, and has $2.5 billion of gross assets under management. Kairos is headquartered in Irvine, California. Job Summary: Kairos Investment Management Company is seeking an Assistant Vice President – Investor Operations to serve as a key contributor to the Investor Solutions department and to support the firm’s overall growth. This position is responsible for providing comprehensive support and service to existing and prospective clients while collaborating effectively with internal teams. This position requires strong communication skills to manage and resolve investor inquiries promptly and professionally. Other key responsibilities include optimizing and maintaining the Client Management System (CRM), to enhance operational efficiency and ensure full compliance with regulatory requirements and internal policies related to investor communications, reporting and monitoring. Job Responsibilities: Key Relationships Existing Clients: • Maintain and develop relationships with back-office personnel of custodians and other operations personnel, • Resolve investor, advisor, and custodian inquiries regarding: current investments, accounting or tax statements, and any other investor-related inquiries, • Update and process investor changes: transfers, address changes, custodial or wealth manager changes, etc., • Draft and upload investor related notices: capital calls, capital distributions, quarterly closings, ongoing wealth manager reports, etc., • Coordinate and post investor related documents as they pertain to tax and accounting statements Prospective / New Clients: • Initiate and maintain access to data room for prospective investors: prequalification questionnaires, marketing collateral and documents for the data rooms, • Updating CRM for new or existing investors (Juniper), • Follow up with prospects or advisors as needed regarding subscription document completion, • Coordinate subscription document review with the Compliance department for final Legal approval Internal Stakeholders: • Managing new subscription documentation and closings, tracking and managing inbound and outbound capital, • Attends, plans and interacts with investors directly during Annual Investors Day, • Partners with capital formation and investor relations team during the registration period for all sales and marketing activities, • Initiates, coordinates and answers questions about voting and proxy requirements across strategies Managing CRM Platform and Data Integrity • Responsible for quality control of data saved in internal CRM system, • Assist Compliance with the evaluating current and potential processes to improve customer retention according to best practices, • Provide information supporting external compliance reviews and regulatory filings., • Assist in the completion of investor due diligence requests and compliance reporting Qualifications & Competencies: • Bachelor’s degree in Business, Accounting, Finance, or a related field of study preferred, • 5-7 years of relevant experience preferably at an investment management, investment consulting, wealth management, registered investment advisor, financial services, legal, or regulated organization, • Direct experience with the investor subscription document process, • Flexibility to accommodate project and reporting deadlines, • Ability to manage large amounts of data and create work process flows, • MS Office and Excel with a focus on financial analysis, • CRM system admin user (Juniper Square), • Current FINRA Series 7 and 63 is a plus, • Strong communication skills (written, verbal, interpersonal, listening) and demonstrated ability to create an immediate positive impression, • Ability to understand and clearly explain complex concepts, • Exceptional attention to detail and strong organizational skills, • Logical and methodical approach to problem solving, • Ability to work in Irvine, CA office 5 days a week Benefits: • Comprehensive health benefits including medical, dental, vision, life and disability coverage., • Access to Flexible Savings Account and Health Savings Account., • Generous paid time off programs including paid holidays, vacation, floating holidays and sick time., • Retirement savings plan with 100% vesting on company match. Compensation: The annual U.S. based wage range for this full-time position is $125,000 - $140,000. The base pay actually offered will vary depending on job-related knowledge, skills, location and experience and will take into account internal equity. Other forms of pay may be provided as part of the compensation package, in addition to a full range of health & wellness benefits. For more information regarding Kairos Investment Management Company benefits, please visit

Job Description Client Experience Specialist Probitas Financial Newport Beach, CA 92660 | In-Office | Part-Time or Full-Time Opportunity About Probitas Financial Probitas Financial is a boutique wealth management firm based in Newport Beach, committed to serving affluent executives, business owners, and their families with concierge-level service. We offer a highly personalized, comprehensive approach to financial planning that supports our clients’ goals across every aspect of their lives. About the Role We are seeking a Client Experience Specialist to join our team. This in-office role supports the firm’s president and senior advisor and plays a key part in delivering an exceptional client experience. The ideal candidate will bring prior experience in financial services—especially in client service and operational business processing. Marketing knowledge is a plus but not required. Key Responsibilities The Client Experience Specialist supports firm operations across client service, administration, and marketing. This role requires excellent communication, a can-do attitude, and the ability to stay organized while juggling multiple priorities. • Serve as the main point of contact for client service requests and account support, • Manage account servicing needs, follow up on client inquiries, and ensure prompt resolution, • Participate in client meetings and assist with follow-up actions as needed, • Coordinate and execute marketing campaigns using automated tools, • Maintain and update the firm's website What Success Looks Like • Ensure smooth daily operations and boost overall efficiency, • Deliver a consistently high-quality client experience through proactive communication and service, • Accurately process client paperwork and maintain well-organized records, • 3+ years of experience in the financial services industry, • 2+ years in a client service or operational role, • Strong organizational skills, attention to detail, and ability to prioritize effectively, • Confident communicator with excellent written and verbal skills, • Proficiency in Mac OS and comfort with technology, • Professional, positive, and proactive mindset, • Ability to maintain confidentiality and exercise sound judgment Why Join Probitas? • Competitive compensation ($25 - $32/hr), commensurate with experience, • Paid holidays, • Paid vacation, • Health Insurance allowance, • Applicable Licensing fees, • Opportunities for professional growth and advancement, • Flexible schedule (25–40 hours per week) to support work-life balance Ready to Apply? If this role resonates with you, we’d love to hear from you. Please submit your resume and a brief note sharing why you’re interested. No agencies or direct inquiries, please. We appreciate your interest and will contact candidates who best meet the firm’s needs.

Kairos Investment Management Company is a minority-owned real estate private equity firm founded in 2005 to focus on value-based real estate investments in the lower middle market, often with a long-term investment horizon and contrarian approach. As of March 31, 2025, the Kairos team has transacted on $4.5 billion of real estate, including over 26,000 multifamily units and 25 million square feet of commercial property nationwide, and has $2.5 billion of gross assets under management. Kairos is headquartered in Irvine, California. Job Summary: Kairos Investment Management Company is seeking an Assistant Vice President – Investor Operations to serve as a key contributor to the Investor Solutions department and to support the firm’s overall growth. This position is responsible for providing comprehensive support and service to existing and prospective clients while collaborating effectively with internal teams. This position requires strong communication skills to manage and resolve investor inquiries promptly and professionally. Other key responsibilities include optimizing and maintaining the Client Management System (CRM), to enhance operational efficiency and ensure full compliance with regulatory requirements and internal policies related to investor communications, reporting and monitoring. Job Responsibilities: Key Relationships Existing Clients: • Maintain and develop relationships with back-office personnel of custodians and other operations personnel, • Resolve investor, advisor, and custodian inquiries regarding: current investments, accounting or tax statements, and any other investor-related inquiries, • Update and process investor changes: transfers, address changes, custodial or wealth manager changes, etc., • Draft and upload investor related notices: capital calls, capital distributions, quarterly closings, ongoing wealth manager reports, etc., • Coordinate and post investor related documents as they pertain to tax and accounting statements Prospective / New Clients: • Initiate and maintain access to data room for prospective investors: prequalification questionnaires, marketing collateral and documents for the data rooms, • Updating CRM for new or existing investors (Juniper), • Follow up with prospects or advisors as needed regarding subscription document completion, • Coordinate subscription document review with the Compliance department for final Legal approval Internal Stakeholders: • Managing new subscription documentation and closings, tracking and managing inbound and outbound capital, • Attends, plans and interacts with investors directly during Annual Investors Day, • Partners with capital formation and investor relations team during the registration period for all sales and marketing activities, • Initiates, coordinates and answers questions about voting and proxy requirements across strategies Managing CRM Platform and Data Integrity • Responsible for quality control of data saved in internal CRM system, • Assist Compliance with the evaluating current and potential processes to improve customer retention according to best practices, • Provide information supporting external compliance reviews and regulatory filings., • Assist in the completion of investor due diligence requests and compliance reporting Qualifications & Competencies: • Bachelor’s degree in Business, Accounting, Finance, or a related field of study preferred, • 5-7 years of relevant experience preferably at an investment management, investment consulting, wealth management, registered investment advisor, financial services, legal, or regulated organization, • Direct experience with the investor subscription document process, • Flexibility to accommodate project and reporting deadlines, • Ability to manage large amounts of data and create work process flows, • MS Office and Excel with a focus on financial analysis, • CRM system admin user (Juniper Square), • Current FINRA Series 7 and 63 is a plus, • Strong communication skills (written, verbal, interpersonal, listening) and demonstrated ability to create an immediate positive impression, • Ability to understand and clearly explain complex concepts, • Exceptional attention to detail and strong organizational skills, • Logical and methodical approach to problem solving, • Ability to work in Irvine, CA office 5 days a week Benefits: • Comprehensive health benefits including medical, dental, vision, life and disability coverage., • Access to Flexible Savings Account and Health Savings Account., • Generous paid time off programs including paid holidays, vacation, floating holidays and sick time., • Retirement savings plan with 100% vesting on company match. Compensation: The annual U.S. based wage range for this full-time position is $125,000 - $140,000. The base pay actually offered will vary depending on job-related knowledge, skills, location and experience and will take into account internal equity. Other forms of pay may be provided as part of the compensation package, in addition to a full range of health & wellness benefits. For more information regarding Kairos Investment Management Company benefits, please visit

Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers associates brand partners and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. As a Client Advisor you will cultivate relationships with clients through elevated selling exceptional customer service and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology for outreach and selling. A Client Advisor can speak about fashion and trends with authorityboth in person and digitally. This job is onsite at the specified location and will report to the Sales Manager. • Maintain a customer-centric mentality., • Demonstrate expert styling and brand knowledge improve sales through Technology and Wardrobing., • Understand how to showcase product differently based on if a client is remote or in-person, • Utilize selling tools and digital store technology to sell use omni-channel and fleetwide inventory, • Achieve personal sales client conversion and wardrobing goals, • Strategize own business to increase individual productivity through wardrobing successful outreach and technology usage, • Utilize digital tools and social media to connect with clients and guide intentional traffic, • Create a positive work environment through collaboration, • Motivated with an ability to set and achieve sales goal, • Experienced with technology and has experience selling to clients using digital tools, • Styling fashion and fashion retail experience, • Commission sales experience, • High School Diploma / equivalency required, • Medical Dental Vision Benefits, • Disability Benefits, • Paid Parental Leave Paid Family Leave and Adoption Support, • Paid Time Off, • Retirement Savings Plan (401K) and Life Insurance, • Financial Solutions, • NMG Associates Core Discount of 30% Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers associates brand partners and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. As a Client Advisor you will cultivate relationships with clients through elevated selling exceptional customer service and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology for outreach and selling. A Client Advisor can speak about fashion and trends with authorityboth in person and digitally. This job is onsite at the specified location and will report to the Sales Manager. • Maintain a customer-centric mentality., • Demonstrate expert styling and brand knowledge improve sales through Technology and Wardrobing., • Understand how to showcase product differently based on if a client is remote or in-person, • Utilize selling tools and digital store technology to sell use omni-channel and fleetwide inventory, • Achieve personal sales client conversion and wardrobing goals, • Strategize own business to increase individual productivity through wardrobing successful outreach and technology usage, • Utilize digital tools and social media to connect with clients and guide intentional traffic, • Create a positive work environment through collaboration, • Motivated with an ability to set and achieve sales goal, • Experienced with technology and has experience selling to clients using digital tools, • Styling fashion and fashion retail experience, • Commission sales experience, • High School Diploma / equivalency required, • Medical Dental Vision Benefits, • Disability Benefits, • Paid Parental Leave Paid Family Leave and Adoption Support, • Paid Time Off, • Retirement Savings Plan (401K) and Life Insurance, • Financial Solutions, • NMG Associates Core Discount of 30%

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat