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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Overview This job posting is anticipated to remain open for 30 days, from 11-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Location: Colorado Work Type: Full Time Regular Job No: 503755 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Arizona | 503747 Missouri | 503751 Florida | 503743

Location: Colorado Work Type: Full Time Regular Job No: 503755 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Arizona | 503747 Missouri | 503751 Florida | 503743

Location: Colorado Work Type: Full Time Regular Job No: 503755 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Arizona | 503747 Missouri | 503751 Florida | 503743

Location: Colorado Work Type: Full Time Regular Job No: 503755 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Arizona | 503747 Missouri | 503751 Florida | 503743

Location: Colorado Work Type: Full Time Regular Job No: 503755 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Arizona | 503747 Missouri | 503751 Florida | 503743

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Associate – PNC Institutional Asset Management (IAM) organization, you will be based in Phoenix, Bellevue, Denver or Irvine. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion. As a Portfolio Associate at PNC, you will play a key role in supporting the Institutional Asset Management (IAM) Team in the West Region. This position provides critical support for investment and sales professionals responsible for PNC's Institutional Asset Management solutions for nonprofits, corporations, retirement plans, unions, insurance entities, and other institutional clients. You will collaborate with the team to provide a wide range of investment, client reporting, administrative, and sales support. Tasks include: -\tPrepare client reports, portfolio book reviews & other related reporting. Ensure performance, data and numbers are accurate and ready for client consumption. -\tAssist Investment Team with portfolio rebalances and/or trade preparation/modeling. -\tMaintain client account level details in various systems. -\tBecome an expert on all relevant systems (CRM - Salesforce, Seismic, Co-Pilot, our proprietary trust system, FactSet, Tableau, etc.). -\tIdentify process improvement opportunities and participate in systems & process enhancement initiatives. -\tProspect research: assist sales team with ad hoc research on companies, 990s, 10ks, 5500s other requests as needed. -\tProvide summary reports ahead of client meetings that include key personnel, business opportunities and any relevant company news. -\tAssist with preparing decks for finals presentations. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Engages in investment and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor. Executes activities required by PNC or governing document in which PNC serves as trustee, guardian or agent. Assists with compliance of all legal and fiduciary regulations, policies and procedures., • Utilizes the full breadth of the fiduciary platform and systems in order to support the investment management and fiduciary business and assure the highest level of risk management control and compliance. Administers assigned accounts in accordance with documents, state law, policy and procedure., • Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor, solves problems, and escalates anticipated or known client issues/concerns, • Customizes customer communications or presentations to provide investment and/or fiduciary advice to meet client needs for assigned accounts. Prepares appropriate analysis and recommendations for advisor or committee review., • Assists with the maintenance and growth of assets under management by working with relationship team. Supports efforts to identify other bank products and services that would benefit client. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsDecision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments CompetenciesAccount Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Pay Transparency Base Salary: $45,000.00 – $97,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 09/15/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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

Job DescriptionSalary: Arrow Funds is looking for regional sales consultants for selected metropolitan areas. We are seeking experienced wholesalers who are motivated to offer quality alternative and tactical investment strategies. We are seeking candidates who have relationships with registered investment advisors, and independent and regional brokers/dealers. We are looking for self-motivated, team-oriented individuals. About Arrow Arrow Investment Advisors (AIA) is the advisor toArrow Funds. Archer Distributor is an affiliate of AIA. We believe in offering targeted portfolio solutions for the ever-changing capital markets. We focus on creating value by offering investment strategies that seek to enhance returns and mitigate risk. We are committed to developing materials and tools that speak directly to financial intermediary needs. Please see the following:Arrow Education Center. Please see the Morningstar links to our above-average mutual fund and ETFs: • Arrow DWA Balanced, • Arrow Reverse 500 ETF, • Arrow DWA Tactical International ETF, • Arrow DWA Tactical Macro Fund #1 Tactical Allocation Fund over the last 12 months, • Arrow DWA Tactical Macro ETF #1 Tactical Allocation ETF over the last 12 months, • Arrow Managed Futures Strategy Fund #1 Alternative Fund over the last 12 months Before you apply please read our 2021 Market Outlook

Job DescriptionSalary: 70K-90K DOE plus sales compensation The Regional Sales Consultant supports the firms sales efforts. This position is responsible for a broad range of tasks designed to better serve existing advisor clients and develop new advisor relationships. The Regional Sales Consultant should also have an attitude of service, exceeding the needs and expectations of current advisor clients and prospective advisors. The Regional Sales Consultant should keep up with trends in the financial services industry and the market conditions impacting investments. They should be working towards becoming a true consultant to financial advisors, adding value in every interaction we have with our clients. Success in this position could lead to a position as a Regional Director. Salary: • 70K- 90K Depends on Experience, • Paid Time Off, • Paid holidays, • Health, Dental, Vision and Life Insurance, • 401(k) with 4% Employer Match and current 4% Discretionary Contribution Location Preference: Denver, Co Responsibilities • Supporting the efforts of the firms Regional Directors, • Communicating with existing or potential advisor clients as needed, • Determining interest in Frontiers services and providing information, • Identifying prospective clients using the firms internal database as well as external sources, • Providing follow up after sales meetings as well as conducting sales calls and presentations, • Supporting the logistics of conference attendance by Frontier personnel, • Maintain SalesForce database of current and prospective Advisors, • 1 week of travel a month, • Commitment to continuing education Qualifications • Bachelors degree, • Demonstrate a customer service spirit, • Strong organizational skills with the ability to manage multiple projects, • Excellent written, oral and verbal communication, • Strong computer skills including: SalesForce, Microsoft Office, Zoom, • Desire to receive Series 65 and or CFP, • Strong financial services knowledge

Job DescriptionCompany Description MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve. Job Description This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on clients' needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management. Essential Responsibilities • Support Advisors and Partners in daily operations, mastering team processes and procedures., • Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact., • Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete, • Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services., • Coordinate with centralized operations to implement best practices and enhance service delivery., • Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements., • Maintain accurate client records, process billing, transfers, and journals, and review cash reports., • Research and resolve complex financial scenarios as they arise., • Participate in professional development opportunities, team meetings, and internal training programs., • Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards., • Perform additional administrative tasks as needed to support team operations.Qualifications, • Bachelor's degree in finance, personal financial planning, accounting, or a related field, • 2-3 years of work experience, • Must be authorized to work in the United States Additional Information Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: • This is a full-time, salary, non-exempt position, • Compensation range $65,000 to $75,000 depending on experience, • Annual discretionary team bonus averaging 5% of annual base salary, • 401k Match – 50% of employee contributions up to 6% of compensation, • Discretionary annual profit-sharing bonus, • Paid Holidays, • Paid Time Off, • Paid Pregnancy and Parental Leave, • Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance, • Professional Development Reimbursement, • Paid Volunteer Time Off, • Employee Referral Incentive Program, • Onsite Wellness Programs & Rewards, • Employee Assistance Program (EAP)

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. Hybrid: West Job Summary: The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Sr. Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Responsibilities: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled., • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • Guiding and training peers on new tasks Education: • High School diploma with a Bachelor's degree highly preferred Experience: • Five plus years of job-related experience required, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful Certifications: • Notary designation a plus Job Skills: • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. 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 DescriptionDescription: Aldrich CPAs and Advisors is looking for Tax Managers to work closely with our construction clients, providing comprehensive tax review, planning, and compliance services. As a trusted advisor to our clients, you'll delve into intricate tax matters and offer strategic guidance. This position offers a unique chance to be part of growing a region and building a brand. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. A Tax Manager provides client service, relationship management, and consulting services. This role serves as the tax expert and coordinates all aspects of the tax relationship. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you. Check out more about Aldrich at . Requirements: You'll Get a Chance To • Coordinates and plans service delivery to clients, including conducting review meetings, • Participates in the creation and development of processes and infrastructure designed to service clients, • Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives, • Manages all aspects of the client relationship, • Leads new client prospecting, designs presentations, and leads closing meetings, • Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals, • 6+ years recent experience in public accounting with a primary focus on tax, • Ability to supervise others, • Excellent research and writing skills At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits and Retirement Savings: • Medical, dental, and vision insurance, • Life and disability insurance, • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits, • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank, • 10 Paid Holidays, including two Floating Holidays, • 16 Hours of Volunteer Time, • 6 week Paid Sabbaticals every 7 years You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at . What You Should Know Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required. This is not a remote position, but hybrid work options are available. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

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 Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Essential Job Functions for this role include: • Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, • Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, • Answering general informational estate planning questions from clients and advisor teams, • Serving as an in-house resource in estate planning to wealth management teams nationwide, • Remaining current with related estate, trust, and tax legislation nationwide, • Eligible to support business development through leading presentations and thought leadership publications, as necessary, • Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring, • Other duties as assigned Knowledge, Skills, and Abilities: • Juris Doctor (JD), • Licensed to practice law in at least one state, • Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients, • 2-6 years legal experience in estate planning preferred, • Ability to travel up to 25% Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. 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 DescriptionDescription: Company Overview Based in Denver, CO, Gotcha Covered is a leading provider of custom window treatments across the U.S. and Canada, offering a full range of solutions for residential and commercial spaces. Our franchise model combines a low-overhead, high-margin business with lifestyle flexibility, creating an attractive opportunity for entrepreneurial professionals. With a 4.9-star reputation across our system, we pride ourselves on providing exceptional customer experiences, innovative products, and strong franchisee support. Role Summary The Director of Franchise Operations plays a critical leadership role within Gotcha Covered. This individual will be responsible for executing franchising strategy, developing operational excellence across the system, and driving unit-level performance. A key part of this role is building strong relationships with franchisees, fostering a high-performance culture, and ensuring strategic alignment across departments. Key Responsibilities • Partner with the Brand President to execute both short-term and long-term strategic goals., • Build, refine, and implement operational systems that drive franchisee success and system growth., • Ensure strong cross-functional collaboration across Sales, Marketing, HR, Accounting, and Training., • Oversee and manage a team of Product Experts and support staff., • Establish and monitor KPIs to ensure consistent, data-driven performance management., • Facilitate effective communication between the corporate team and franchise network., • Lead the training, coaching, and professional development of franchisees and the operations team., • Support franchisees in developing and managing annual budgets and P&Ls., • Develop operational playbooks, roadmaps, and best practices to guide franchise performance., • Ensure compliance with brand standards and continuously evaluate opportunities for improvement., • Franchise Operations: Minimum 5 years of leadership experience in franchise operations, preferably within a service-oriented or route-based business model., • Operational Excellence: Demonstrated ability to build scalable systems, drive efficiencies, and implement tools that enhance performance and profitability., • Team Leadership: Experience managing and motivating cross-functional teams in a decentralized environment., • Financial Acumen: Strong understanding of P&L, budgeting, and KPI development for franchise units., • Customer-Centric Mindset: Focus on franchisee satisfaction and commitment to continuous improvement., • Communication & Influence: Strong interpersonal and communication skills with a collaborative leadership style., • Entrepreneurial and results-driven with a proactive, can-do mindset., • Passionate about supporting franchisees and helping small business owners succeed., • High emotional intelligence, strong relationship builder, and trusted advisor., • Creative problem solver with the ability to pivot quickly and adapt to change., • Positive, energetic, and professional—leads by example and builds team morale. We offer a flexible, supportive work environment where you can make a meaningful impact on franchisees' success. Our benefits include: • Medical, Dental, and Vision Insurance, • Long-Term and Short-Term Disability Insurance, • Supplemental Life Insurance, • 401(k), • Generous Paid Time Off Equal Opportunity Employer Five Star Franchising is an equal opportunity employer. Hiring decisions are made without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, ancestry, citizenship status, disability, veteran status, genetic information, or any other basis protected by applicable federal, state, or local law. Reasonable Accommodations Qualified individuals with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and applicable state or local laws. Requirements:

Job DescriptionAt Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for leading Chief Financial Officers (CFOs) to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: This is a hands-on role for a stellar CFO that is entrepreneurial and enjoys working with companies in diverse industries. You will be the primary contact with your clients ensuring the highest level of client satisfaction with responsibility for timelines, accuracy, and completeness of deliverables. On some client engagements you will be leading a team of Accounting staff, and on others you may be providing only strategic advisory services. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role: • Work directly with CEOs and executive teams to develop and execute finance strategy, • Provide strategic business advice to clients, • Prepare and maintain financial models, rolling forecasts and cash-flow forecasts, • Manage the budgetary process and analyze budget vs. actual variances, • Assist clients in fundraising and/or M&A activity, • Managing Ascent CFO and/or client resources to oversee/complete the month-end close and reporting packages, • Onboard clients which may include an assessment phase, • Establish and implement appropriate accounting processes and internal controls, • Identify and track key trends and metrics, • Develop and maintain executive dashboards and KPI monitoring and reporting, • Coordinate and manage the annual audit and tax return process, • Financial reporting to key Board of Directors members and shareholdersThe Ideal Candidate has the following experience:, • 15+ years of experience in accounting and finance roles, previous experience in full time CFO positions, • Bachelor's Degree required, CPA license or MBA strongly preferred, • Experience as a strategic leader, most comfortable being the “right hand” to the CEO, • Considerable experience with building financial forecast and cash flow models, • Significant experience raising capital in the venture capital space, • Passion for energetic leadership in the finance and accounting organization, • Comfortable with being “hands-on” in accounting and ERP systems including QBOnline, NetSuite, Intacct, and other accounting packages, • Highly proficient in MS Excel, Google sheets is a plusCompensation: $115-130/hour based on experience Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • Employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick and holiday time, • Bonus/commission eligibility Powered by JazzHR HbKqpgm2d6

Job Description About Us: At Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for a top-notch Controller to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: As a Fractional Controller with Ascent CFO Solutions, you will be an experienced technical Accountant, responsible for leading Accounting processes for our client organizations. As a strong communicator and skilled financial analyst, you will help streamline budgeting, payroll, and financial reporting processes. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role include: • Oversee and participate in general ledger setup, account control, journal entry processes, monthly closing and reporting, • Produce financial reporting packages including dashboard and KPI reporting, • Oversee weekly, semi-monthly, etc. payroll processes, • Manage year-end audit engagements, • Manage and reconcile balance sheet accounts, • Research and implement new accounting pronouncements, • Bank reconciliations and cash management, intercompany accounts, • Prepare periodic consolidating financial statements, including all eliminating entries, • Prepare and submit debt compliance and other bank reporting as requiredThe Ideal Candidate has:, • Minimum of 10 years of experience in Finance/Accounting, • Bachelor's Degree in Finance/Accounting and/or Business Administration, • CPA preferred; strong understanding of GAAP, • Previous experience working in a small business in a management capacity, • Proficient with Microsoft Office products, having advanced knowledge of Excel; Google Suite is a plus, • Experience working with payroll, expense reimbursement and bill pay systems (Gusto, etc), • Previous experience with QBO & ERP systems (Quickbooks, NetSuite, etc), • Passion for collaboration and providing excellent client service, • Tech-Savvy, comfortable learning new cloud tools Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • Employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick and holiday time, • Bonus/commission eligibility Powered by JazzHR UdxaIBHX7G

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Development Advisor to join our award-winning team and expand our national footprint! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! In this newly created role, you’ll be the first point of contact for qualified digital leads, educating prospects, uncovering their needs, and helping them take the next step in their financial journey. You’ll work closely with our marketing team and wealth advisors, but your primary focus is on client acquisition, rather than ongoing advisory work. We want to hear from you if you thrive in a high-touch, high-conversion environment and enjoy helping people take action. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. What you’ll do as a Business Development Advisor: Lead Engagement & Sales Strategy • Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.), • Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm, • Clearly communicate Mission Wealth’s value proposition and how our services align with their goals, • Partner with servicing teams and internal resources to develop, present, and close planning-based financial plans, • Become a high-level expert on Mission Wealth’s suite of investment solutions and niche-based strategies to diagnose and target prospects' need(s) quickly., • Development of value-based needs and solutions that can be communicated to prospects, • Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion, • Help generate new client relationships by serving as a knowledgeable resource for information and advice, • Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows, • Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene, • Schedule consultations, presentations, and implementations using tools like Calendly and monitor no-shows, reschedules, and re-engagement workflows, • Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates, • Provide feedback on lead source partners and track ROI from different marketing funnels, • Contribute to internal discussions on sales scripts, SOPs, and performance metrics, • Assist with CRM reporting, lead assignment tracking, and operational follow-through, • Support proposal meeting prep and post-call summaries when involved in ongoing prospect conversations, • Sales-Oriented Communicator. You’re energized by speaking with people, uncovering needs, and motivating them to act., • Financial Planning Problem Solver. You love using your financial planning knowledge to help prospects become happy clients for life., • Client-Centered. You love guiding people toward better outcomes and see value in financial planning—even if you don’t deliver the plan yourself., • Detail-Oriented & Process-Driven. You understand the importance of timely follow-up, accurate data entry, and CRM consistency., • Tech-Savvy. You can learn platforms like Salesforce, Pardot, Calendly, and AI tools quickly., • 2–10 years of experience in sales, business development, or advising roles; financial services experience preferred, • Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients, • CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months), • Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills, • Excellent written and verbal communication skills, with a consultative and empathetic approach, • Experience with high-volume calling, prospect qualification, and structured conversion processes, • Ability to thrive in a fast-paced environment while maintaining a high-touch, white-glove experience Location: This position is based out of our 34 locations. This is an in-office position. Salary: $120,000, plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales-based, and performance (hurdle) bonuses. Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job DescriptionController Location: Denver Tech Center - Fully Onsite About Us: Ripple Effect Consulting is a structural and civil engineering consulting services company. We are seeking a Controller to lead and manage all aspects of our financial operations. This is a full-time, in-office, exempt position that plays a key role in ensuring financial integrity, supporting strategic decision-making, and driving organizational growth. Position Summary: The Controller will oversee the company’s accounting, reporting, budgeting, and compliance functions. This position is responsible for maintaining accurate financial records, developing systems of internal controls, and providing timely and meaningful financial insights to leadership. The Controller will act as a trusted advisor to management, ensuring that financial operations support the company’s long-term goals. Duties and Responsibilities: • Oversee all accounting functions including general ledger, project costing, accounts receivable, accounts payable, and payroll., • Prepare and analyze monthly, quarterly, and annual financial statements, including balance sheets, profit and loss statements, and departmental reports., • Lead the annual budget process, monthly budget-to-actual reporting, forecasting, and variance analysis to support strategic planning., • Establish, monitor, and maintain effective internal controls to safeguard company assets and ensure compliance with GAAP., • Manage cash flow, banking relationships, reconciliations, and collections., • Provide financial insights and recommendations to senior leadership to support decision-making., • Coordinate annual audit activities, serving as primary contact with external auditors., • Ensure timely and accurate filing of federal, state, and local tax requirements., • Develop, implement, and improve accounting systems, policies, and procedures to increase efficiency and scalability., • Collaborate with department heads to understand financial results and provide data-driven solutions to improve performance. Minimum Qualifications: • Bachelor’s Degree in Accounting, Finance, or related field (CPA or advanced degree preferred)., • Minimum of five years of progressive accounting and finance experience, with prior leadership responsibility strongly preferred., • Demonstrated knowledge of GAAP, cost accounting, and financial reporting. Key Competencies: • Strong leadership and team management skills with the ability to collaborate across departments., • High proficiency with accounting software (Ajera preferred) and Microsoft Excel., • Excellent analytical, organizational, and problem-solving skills., • Strong written and verbal communication, with the ability to explain financial concepts to non-financial stakeholders., • Strategic mindset with attention to detail and commitment to accuracy. Compensation: • Annual salary range: $65,000 to $85,000, commensurate with experience.

Job DescriptionDescription: Are you passionate about real estate and making a positive impact? If so, Atlas Real Estate might be the perfect place for you to join our team and Learn by Doing, Together. We are a Denver-based, full-service powerhouse with a national reach, seeking a 1099 Real Estate Advisor to join our growing team. Since 2013, we've been guided by a powerful mission: Uplift Humanity Through Real Estate. Think Like an Owner at Atlas, and you can own your financial future by learning how to become a real estate investor. We empower you to shape a career that excites you. Here's why Atlas should be your next career move: • Nationally recognized: With offices in 10 states, we manage over $2.5 billion in real estate assets and 6,000+ residential units., • Zillow Flex Partner: Benefit from our partnership with Zillow for a steady stream of qualified leads. Embrace change and help us disrupt the industry norm and positively impact our community. We experiment, we pivot, we zig when others zag, we push boundaries, embrace bold ideas, and rewrite the script together. Ready to Learn More? Atlas Real Estate, a multi-state residential and investment real estate brokerage, seeks to employ a high-quality Real Estate Advisor. Recruiting Agency Notice: Atlas Real Estate Group does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to any Atlas Real Estate Group employees. Accepting applications through AUGUST 2025. #ZR Requirements: Responsibilities and Duties: Responsibilities: Promote and continuously reinforce the Atlas Culture and Values: • Purpose First > Uplifting Humanity Through Real Estate, • Good for You, Good for Me, Good for Everything, • In Community, • Make it Memorable, • Champion the Atlas Culture: Dive into a vibrant workplace that values innovation, integrity, and dedication. You'll not just work here, but also be a flagbearer of our esteemed culture and values., • Engage & Guide Clients: Become the trusted advisor for your clients. Guide them seamlessly through their real estate journey, turning leads into homeowners., • Master Real Estate Transactions: With us, you'll gain in-depth expertise in all the nuances of real estate contracts, ensuring smooth and successful transactions every time., • Drive with Passion: We're looking for individuals who are self-motivated and hungry for success. If you have the fire to chase goals relentlessly, you're our ideal match., • Sharpen Your Sales Acumen: While experience in sales is a plus, at Atlas, you'll refine your skills and achieve unparalleled mastery in real estate sales., • Be Part of Something Bigger: Regular team meetings ensure you're always in the loop. We believe in collaborative success – your voice matters, and together we soar., • Own Your Role & Elevate the Team: Personal accountability is crucial. Uphold your responsibilities and contribute to the team's collective accountability, ensuring we consistently exceed expectations., • Personalized Coaching: Benefit from continuous coaching and mentorship from our seasoned leadership. We're committed to your growth and success., • Full-Spectrum Support: From mastering scripts to handling transaction management, you'll always have a robust support system backing you., • Warm Leads Delivered: Be on the bleeding edge of new innovative ways to get leads and close them!, • State-of-the-Art Tech: Elevate your client management with access to our cutting-edge CRM and the latest industry technologies., • No Hidden Costs: Say goodbye to desk fees! At Atlas, what you earn is truly yours., • Your first SOI transaction is a 50/50 split., • For the next seven deals you complete, the split will be 70/30., • After completing your first SOI transaction plus an additional seven deals, your split will be 90/10 for life. This split does not reset annually., • All deals that use Inventory are 50/50 spilt., • Colorado Real Estate License (or actively working towards one), • Entrepreneurial, • Not afraid to talk to complete strangers, • Good with people, • Knows the city, • Reliable transportation, • Likes to teach, willing to learn, • Familiarity with Microsoft Office and other basic office technology, • High-functioning multi-tasking, • Strong communication skills, • Ability to problem solve, • Systems-oriented, • Strong organizational skills, • Valid driver’s license and reliable transportation, • Must pass a background check #ZR Company DescriptionAtlas is a distinctly different real estate company specializing in real estate investments. Our team of employees provide a full suite of services including: traditional buy/sell brokerage, an investment brokerage team that specializes in finding properties that will both appreciate and cash flow, an award-winning property management team that manages more than 8,500 units made up of properties ranging from single-family to 100 units, our team of analysts’ support purchase the right investments for large institutional buyers to the tune of 300+ properties per month. All of our service lines work together to provide you an unparalleled level of expertise in the industry.Atlas is a distinctly different real estate company specializing in real estate investments.\r\n\r\nOur team of employees provide a full suite of services including: traditional buy/sell brokerage, an investment brokerage team that specializes in finding properties that will both appreciate and cash flow, an award-winning property management team that manages more than 8,500 units made up of properties ranging from single-family to 100 units, our team of analysts’ support purchase the right investments for large institutional buyers to the tune of 300+ properties per month. \r\n\r\nAll of our service lines work together to provide you an unparalleled level of expertise in the industry.

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 Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquires, and conducting sales activities directly with prospects. Essential Job Functions for the Associate Advisor Guide will include: • The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities., • Handle lead generation programs, call campaigns and strategies to acquire new clients., • Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media., • Exhibit a high degree of energy., • Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability., • Ensure exceptional service and satisfaction., • Participate in an open-communication environment within a busy team., • High school diploma required., • Bachelor's degree highly preferred., • Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related)., • Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred., • Weekend availability preferred., • Excellent communication skills (verbal and written) with the ability to influence and motivate., • Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook., • Experience working with high-level, busy professionals. Monday through Friday – 8:00AM to 5:00PM; position may require flexibility with scheduling as this dynamic team grows in size to meet our growth strategy in Inside Sales Team. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. 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 DescriptionDescription: Are you passionate about real estate and making a positive impact? If so, Atlas Real Estate might be the perfect place for you to join our team and Learn by Doing, Together. We are a Denver-based, full-service powerhouse with a national reach, seeking a 1099 Real Estate Agent - Zillow Team to join our growing team. Since 2013, we've been guided by a powerful mission: Uplift Humanity Through Real Estate. Think Like an Owner at Atlas, and you can own your financial future by learning how to become a real estate investor. We empower you to shape a career that excites you. Here's why Atlas should be your next career move: • Nationally recognized: With offices in 10 states, we manage over $2.5 billion in real estate assets and 6,000+ residential units., • Zillow Flex Partner: Benefit from our partnership with Zillow for a steady stream of qualified leads. Embrace change and help us disrupt the industry norm and positively impact our community. We experiment, we pivot, we zig when others zag, we push boundaries, embrace bold ideas, and rewrite the script together. Recruiting Agency Notice: Atlas Real Estate Group does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to any Atlas Real Estate Group employees. Accepting applications through AUGUST 2025. #ZR Requirements: Responsibilities and Duties: Responsibilities: Promote and continuously reinforce the Atlas Culture and Values: • Purpose First > Uplifting Humanity Through Real Estate, • Good for You, Good for Me, Good for Everything, • In Community, • Make it Memorable, • Champion the Atlas Culture: Dive into a vibrant workplace that values innovation, integrity, and dedication. You'll not just work here, but also be a flagbearer of our esteemed culture and values., • Engage & Guide Clients: Become the trusted advisor for your clients. Guide them seamlessly through their real estate journey, turning leads into homeowners., • Master Real Estate Transactions: With us, you'll gain in-depth expertise in all the nuances of real estate contracts, ensuring smooth and successful transactions every time., • Drive with Passion: We're looking for individuals who are self-motivated and hungry for success. If you have the fire to chase goals relentlessly, you're our ideal match., • Sharpen Your Sales Acumen: While experience in sales is a plus, at Atlas, you'll refine your skills and achieve unparalleled mastery in real estate sales., • Be Part of Something Bigger: Regular team meetings ensure you're always in the loop. We believe in collaborative success – your voice matters, and together we soar., • Own Your Role & Elevate the Team: Personal accountability is crucial. Uphold your responsibilities and contribute to the team's collective accountability, ensuring we consistently exceed expectations., • Bring Your Positive Energy: With a proactive and can-do spirit, be ready to drive results and contribute to our overarching strategy and goals. What you get working at Atlas Real Estate: • Personalized Coaching: Benefit from continuous coaching and mentorship from our seasoned leadership. We're committed to your growth and success., • Full-Spectrum Support: From mastering scripts to handling transaction management, you'll always have a robust support system backing you., • Warm Leads Delivered: Forget cold calls. Step into a role with a consistent flow of inbound, warm leads, ensuring you're always on the front foot., • State-of-the-Art Tech: Elevate your client management with access to our cutting-edge CRM and the latest industry technologies., • No Hidden Costs: Say goodbye to desk fees! At Atlas, what you earn is truly yours., • Zillow Flex (buyer side) 50/50 splits. Please consider the following split conditions: • Your first SOI transaction is a 50/50 split., • For the next seven deals you complete, the split will be 70/30., • After completing your first SOI transaction plus an additional seven deals, your split will be 90/10 for life. This split does not reset annually., • Colorado Real Estate License (or actively working towards one), • Entrepreneurial, • Not afraid to talk to complete strangers, • Good with people, • Knows the city, • Reliable transportation, • Likes to teach, willing to learn, • Familiarity with Microsoft Office and other basic office technology, • High-functioning multi-tasking, • Strong communication skills, • Ability to problem solve, • Systems-oriented, • Strong organizational skills, • Valid driver’s license and reliable transportation, • Must pass a background check #ZR Company DescriptionAtlas is a distinctly different real estate company specializing in real estate investments. Our team of employees provide a full suite of services including: traditional buy/sell brokerage, an investment brokerage team that specializes in finding properties that will both appreciate and cash flow, an award-winning property management team that manages more than 8,500 units made up of properties ranging from single-family to 100 units, our team of analysts’ support purchase the right investments for large institutional buyers to the tune of 300+ properties per month. All of our service lines work together to provide you an unparalleled level of expertise in the industry.Atlas is a distinctly different real estate company specializing in real estate investments.\r\n\r\nOur team of employees provide a full suite of services including: traditional buy/sell brokerage, an investment brokerage team that specializes in finding properties that will both appreciate and cash flow, an award-winning property management team that manages more than 8,500 units made up of properties ranging from single-family to 100 units, our team of analysts’ support purchase the right investments for large institutional buyers to the tune of 300+ properties per month. \r\n\r\nAll of our service lines work together to provide you an unparalleled level of expertise in the industry.

Job DescriptionSalary: $45K-$55K Title: Mid-Market Account Executive About the Role After completing our 3-6 month training program with our Sales Trainer, you will take complete ownership of building your own book with new and or existing shipper partners. You will represent TransLoop as the main point of contact. The definitive goals in this position are to build trust, leverage TransLoops technology, carrier network and top talent to identify opportunities for new and continued partnerships with shippers, nationwide. This position will take a well-organized self-starter and all-around sales beast. We are on a mission to build the most elite sales team in the logistics industry and are always interested in bringing on top talent. This is a high-impact role for TransLoop. The success of this role will have a material impact on our business and the future growth of TransLoop. What You'll Do * Develop new and grow existing customer relationships lead generation and prospective * Build deep pipeline and qualify them as leads * Identify opportunities to improve our offerings, value proposition, and sales cadence * Leverage our leading tech platform * Design/Implement selling proposition to onboard new customers * Identify and build new sales processes * Give exceptional customer service every day What You'll Need * Relevant supply chain, sales or customer service experience * Logistics experience preferred, but not required * Exemplify a proven track record of high performance * Strong writing and speaking skills Bonus Points * Supply chain, logistics or sales-related degree * You have experience selling in 3PL, Transportation, or Tech * Experience in pharmaceutical, professional sports or any other sales role Enjoy the good life: TransLoop wants you to love where you work so we offer * Competitive compensation * Uncapped pay & competitive salaries * Medical, dental, and vision coverage (50% paid by TransLoop) * Personal financial advisor * Wellness Days About TransLoop Imagine working at a logistics company where all team members were supportive, had industry experience and the technology offerings did not look like an excel sheet Imagine having free rein on all shippers in the country and not being tied down because your company saturated the entire market Imagine carriers and shippers actually wanting to work with you Imagine all drivers tracking in real-time, eliminating annoying check calls and issues like finding out a carrier isnt going to pick up a load because he did not answer his phone. Welcome to TransLoop, a much better logistics company TransLoop is a modern digital freight network revolutionizing logistics for shippers and carriers of all sizes. The team pairs cutting-edge technology with white-glove service to deliver unparalleled transparency, industry-leading reliability, constant innovation, and real-time collaboration with every shipment. Transloop is proud to be an Equal Employment Opportunity and Affirmative Action employer. We prohibit discrimination and or/harassment of any type, including but not limited to discrimination and or harassment based upon race, religion, religious creed, color, national origin, ancestry, citizenship, sex, sexual orientation, gender, gender identity, gender expression, age, pregnancy or relation medical conditions, childbirth, breastfeeding, parental status, veteran and/or military statue, disability (physical or mental) medical condition, genetic information or characteristics, political affiliation, domestic violence survivor status, marital status, or other characteristics prohibited by federal, state, or local law. Additionally, Transloop participates in the E-Verify program in all locations. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems, • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge, • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value, • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals, • 5-10+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients, • History of consistent quota achievement, • Prior experience in winning new customer logos, • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory, • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job DescriptionCompany Description MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve. Job Description We are seeking a motivated student intern currently pursuing a bachelor's degree in Finance or Financial Planning to join our team immediately for the fall semester. Join us for a dynamic internship with our team where you will work alongside seasoned professionals in a leading wealth management firm. As a Wealth Management Intern, you will support our wealth management team where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management. This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects. Essential Responsibilities • Contribute to projects that ensure integrity of client data, • Conduct financial planning and research, • Prepare written reviews with investment information including asset values and investments returns for client review meetings, • Prepare various documents for client signature, • Gain exposure to various types of financial planning software, • Data management of signed client forms, • Scanning, filing, and shredding of sensitive client documents, • Participate in training and team activities, • Special projects as required by current needs of teamQualifications, • Currently pursuing a bachelor's degree in Finance, Financial Planning, or related field preferred, • Proficient in Microsoft Office applications, • Available to begin immediately and commit through the fall semester/academic year, • Availability to work onsite in the office Additional Information This internship is an hourly paid, non-exempt position. Time Commitment: 15-20 hours per week We understand that student schedules vary and are committed to working around your academic obligations. However, we prefer candidates who can dedicate at least 4 consecutive hours when working on-site to maximize productivity and learning opportunities.

Job DescriptionAt Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for top-notch Accounting Managers to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: As a Fractional Accounting Manager with Ascent CFO Solutions, you will be an experienced Accountant, responsible for leading and planning accounting activities for our clients. You will ensure proper accounting methods, policies, and procedures, and may oversee a Senior Accountant. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role: • Participate in general ledger setup, account control, journal entry processes, month-end close, payroll and reporting, • Produce financial reporting packages including dashboard and KPI reporting, • Oversee weekly, semi-monthly, etc. payroll processes, • Support year-end audit engagements, • Reconcile balance sheet accounts, • 5+ years of experience as a Senior Accountant, • Experience managing Accounting teams, • Bachelor’s Degree required, Master's in Finance or Accounting preferred, • Highly proficient in Quickbooks Online (QBO); experience with accounting software (NetSuite, etc) a plus, • Tech-Savvy, comfortable learning new cloud tools, • Advanced Excel skills are required, • Experience using payroll, expense reimbursement and bill pay systems (Gusto, etc), • Understanding of GAAP accounting, • Working knowledge of preparing tax filings such as 1099s and sales tax forms Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • Employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick and holiday time, • Bonus/commission eligibility Powered by JazzHR omOfV5hOiO

Job Description JOB OVERVIEW The Cyber Risk Director will lead the cyber insurance program and cyber risk management initiatives across the Farm Credit System (FCS), one of the top 10 financial institutions in the U.S. This role is responsible for ensuring appropriate cyber insurance coverage and supporting strategic cybersecurity planning and investment across the system. Reporting to the VP, Risk Management and Insurance Services, the Cyber Risk Director will collaborate with executive leadership, cybersecurity professionals, and insurance partners to drive innovation, strengthen internal collaboration, and develop cyber risk management solutions. This role will manage key relationships, review and enhance cyber coverage, and help shape risk management policies and standards. The ideal candidate brings senior-level expertise in cybersecurity, insurance, and risk strategy, along with strong communication and presentation skills. This individual will serve as a key advisor on cyber insurance, ensure system-wide insurability, and act as a unifying voice on cyber risk across the enterprise—including engagement with boards, executive teams, and underwriting professionals. FCCS provides a tremendous culture to its employees with a focus on work/life values. In addition to competitive pay and benefits, our Denver-based employees operate on a hybrid schedule, currently working remotely 3 days/week. The benefits and bonus structure are unique and a competitive advantage for FCCS making us a Great Place to Work certified organization. In addition to an annual bonus opportunity and competitive benefits, the salary range for this position is $134,000-200,000 annually. JOB RESPONSIBILITIES Cybersecurity Strategy and Leadership o Provide executive leadership and strategic guidance to the Farm Credit System in Cyber Risk Management and Cyber Security. Risk Assessment o Lead the continuous evaluation of the organization’s cyber risk exposure, identifying potential threats, gaps, and opportunities to strengthen risk transfer strategies. • Oversee the development and monitoring of insurance contracts for 30 different lines of coverage, working with FCS Members to ensure adequate risk protections and coverage limits., • Oversee the placement of insurance coverage across multiple layers; primary, umbrella and excess., • Oversee relationships with multiple external vendors, ensuring high performance and alignment with FCS’s insurance and risk management needs., • Oversee the organization’s Enterprise Risk Management (ERM) framework, providing strategic guidance on risk assessments, • Provide technical consultation in relation to cyber risk, possible mitigation options to reduce underwriting risks and actual attack surface risks., • Oversee the negotiation of contracts, policy terms, and renewals, ensuring that all placements are consistent with the organization's long-term risk management goals., • Represent RMIS at key industry conferences, events, and meetings, providing insights and guidance to external stakeholders, including brokers, underwriters, and customers. Strategy and Investment o Cultivate and manage strategic relationships with external vendors in both insurance and cybersecurity fields o Analyze emerging cyber risks and ensure FCS is adequately protected o Lead negotiations and oversee the management of vendor contracts, fostering strong partnerships that support the organization’s broader risk management and insurance objectives. o Maintain oversight of vendor performance, ensuring effective collaboration to enhance claims handling and mitigation strategies. Education & Thought Leadership o Provide ongoing mentoring and development opportunities for team members, ensuring that they are equipped with the skills and knowledge necessary to support the organization’s long-term strategic objectives. o Participate in and direct cyber tabletop exercises across the enterprise; and develop strategic goals for these exercises o Support Cyber Incident Response planning across the enterprise Executive Influence & Governance o Act as a trusted advisor to the Captive Board and senior leadership team, providing strategic counsel on all matters related to claims, risk management, and insurance program optimization. o Play an active role in governance activities, providing regular updates on key performance indicators (KPIs), claims trends, and cyber risk management developments to inform strategic decision-making. High Standards & Integrity o Uphold high standards of excellence, integrity, and transparency in all aspects of the program and stakeholder interactions. o Manage multiple complex initiatives with attention to detail and a sense of urgency. o Perform additional tasks as needed and participate in company-wide initiatives and committees. JOB REQUIREMENTS · 12+ years of progressively increasing responsibility leading, developing and assessing cyber security programs. · Ability to analyze insurance and claims data and clearly articulate and translate the data into business analysis report/graphics demonstrating trends and developments. · Bachelor's degree in Computer Science, Mathematics, Engineering, or Physical Sciences. · Preferred: Master’s degree in Computer Science or related masters' degree or higher in Cyber Security or Masters' degree in Computer Science/Engineering, Information Technology and Information Systems, Distributed Computing, Network Infrastructure and/or Software development. · Experience developing, facilitating and contributing to: · Comprehensive understanding of cybersecurity and IT frameworks including but not limited NIST/CSF, MITRE / ATT&CK, COBIT, ISO, CIS and ITIL. · Regulatory, compliance and privacy related frameworks including but not limited to FCA, FFIEC, GDPR, COSO, PCI, and NYDFS. · Understanding of highly complex, highly regulated environments and systems including unique variations within the Farm Credit system cooperative business model. · Strong digital and data analytical skills with an understanding of design, deployment, implementation and change management of new IT technology and standards, · Must demonstrate strong verbal and written communication skills for working with employees and partners at all levels. · Highly organized to service and prioritize the needs of multiple customers simultaneously. · Able to meet deadlines under pressure and adjust to changing priorities. · Able to maintain a consistently high level of productivity and accuracy. · Able to work in a fast paced, service-focused environment. · Enjoy working in a team / collaborative environment while also being able to work independently. · Ability to work efficiently, serve customers remotely as well as travel at 25% for customer visits, insurance underwriting meetings and presenting at conferences on cybersecurity and related insurance topics. An Overview of FCCS. Our Expertise. Our Services. FCCS was created in 1975 to help clients enhance their organizations and optimize their operations. In the 45 years since, we have: • Expanded our business and consulting services to address the increasingly dynamic challenges of the marketplace., • Introduced leadership development, governance, and talent management programs that have earned strong praise from boards, executives, and human resource officers, alike., • Addressed the financial and operational concerns our clients face at the most pragmatic levels with legal consulting services, strategic risk management, and collective buying power., • Diversified our clients and programs, bringing growth, new energy, and insight to our organization. Headquartered in the Denver Tech Center, with approximately 50 employees, FCCS is proud to serve a variety of clients across the U.S. We provide: • Governance and Leadership Development, • Conferences, Programs, and Events for Professional Development, • Executive Coaching, • Thought Leadership and Professional Speakers, • Strategic Talent Management, • Merger, Acquisition and Corporate Finance Advisory, • Risk Management and Insurance Management JOIN OUR GROWING TEAM! Compensation: • Competitive Salaries, • 90% employer paid health insurance options., • 10-12 paid holidays annually, • Open paid vacation time – Supervisor Approved, • Generous paid sick time, • Generous 401k matching and other benefits, • Casual Dress Code, • Collaborative and welcoming work environment FCCS is an equal opportunity employer (EOE). FCCS may require job candidates to successfully complete a background check as a condition of employment.

Job Description Controller Location: Denver Tech Center - Fully Onsite About Us: Ripple Effect Consulting is a structural and civil engineering consulting services company. We are seeking a Controller to lead and manage all aspects of our financial operations. This is a full-time, in-office, exempt position that plays a key role in ensuring financial integrity, supporting strategic decision-making, and driving organizational growth. Position Summary: The Controller will oversee the company’s accounting, reporting, budgeting, and compliance functions. This position is responsible for maintaining accurate financial records, developing systems of internal controls, and providing timely and meaningful financial insights to leadership. The Controller will act as a trusted advisor to management, ensuring that financial operations support the company’s long-term goals. Requirements Duties and Responsibilities: • Oversee all accounting functions including general ledger, project costing, accounts receivable, accounts payable, and payroll., • Prepare and analyze monthly, quarterly, and annual financial statements, including balance sheets, profit and loss statements, and departmental reports., • Lead the annual budget process, monthly budget-to-actual reporting, forecasting, and variance analysis to support strategic planning., • Establish, monitor, and maintain effective internal controls to safeguard company assets and ensure compliance with GAAP., • Manage cash flow, banking relationships, reconciliations, and collections., • Provide financial insights and recommendations to senior leadership to support decision-making., • Coordinate annual audit activities, serving as primary contact with external auditors., • Ensure timely and accurate filing of federal, state, and local tax requirements., • Develop, implement, and improve accounting systems, policies, and procedures to increase efficiency and scalability., • Collaborate with department heads to understand financial results and provide data-driven solutions to improve performance. Minimum Qualifications: • Bachelor’s Degree in Accounting, Finance, or related field (CPA or advanced degree preferred)., • Minimum of five years of progressive accounting and finance experience, with prior leadership responsibility strongly preferred., • Demonstrated knowledge of GAAP, cost accounting, and financial reporting. Key Competencies: • Strong leadership and team management skills with the ability to collaborate across departments., • High proficiency with accounting software (Ajera preferred) and Microsoft Excel., • Excellent analytical, organizational, and problem-solving skills., • Strong written and verbal communication, with the ability to explain financial concepts to non-financial stakeholders., • Strategic mindset with attention to detail and commitment to accuracy. Benefits Compensation: • Annual salary range: $65,000 to $85,000, commensurate with experience.

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: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner II will include: • Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis., • Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis., • Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting)., • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future., • Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Co- present financial planning concepts and analysis with advisors., • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related), • Must have a Certified Financial Planner (CFP®) designation or must have a S65 and completed CFP® coursework, • 3 years client facing financial planning experience., • Excellent verbal, written, analytical and organizational skills, • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis)., • Ability to work independently managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time. 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 DescriptionCompany Description Christian Brothers Automotive Benefits: • Compensation Range From $65K-$75K, • Closed Every Weekend to Spend time With Family & Friends, • Paid Vacation & Paid Holidays, • Healthcare Benefits Available, • On-Going Training & Career Advancement, • Employee Appreciation Events, • Appreciation Lunches Provided, • Chaplain Care Support Available, • Locally Owned and Operated, • Employee Point Store Access - Redeem Your Flywheel Training Points for Awesome Swag & Rewards, • Continuous Training Available through The CBA Flywheel Learning System, • Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollarJob Description Job Title: Automotive Service Advisor / Writer Location: 22771 E. Aurora Parkway, Aurora, CO 80016 Job Overview: As a Service Advisor / Writer with Christian Brothers Automotive, you are the person that our guests look to when they need help with their vehicle. You are the person that our guests see every time they make an investment into their vehicle, because of these reasons you play a large role in building relationships with our guests. The Service Advisor has the responsibility of taking our guests through the entire repair process, keeping them informed of the status of their vehicle and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Implement work required to meet the Owner and Service Manager's daily, weekly, monthly, and annual sales goals., • Greet every guest that enters our facility with hospitality and respect., • Present the best solution to properly repair our guest's vehicle in a way that is easy for them to understand., • Manage the store’s workflow in an effective and efficient manner., • Consistently and effectively sell our services without jeopardizing honesty and integrity., • Maintain a positive attitude and team atmosphere at all times., • Communicate on the phone in a clear professional manner., • Build long-term relationships between the store, yourself and the guest., • Directs, coordinates, and participates in performing guest service activities., • Shuttle guests as needed in CBA branded vehicle., • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed., • Asist the Service Manager with timely opening and closing the store on a daily basis as well as temporarily serving as the "interim" Service Manager when needed., • Assist less experienced Service Writer's development of guest estimates and work orders., • Other duties as assigned.Qualifications Qualifications: • Current driver’s licenses, • Driving record acceptable to our current insurance carrier, • Proficiency in Windows based computer software and automotive store applications, • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm. This includes assisting the Service Manager with timely opening and closing the store prior to 7am and after 6pm., • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 300+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

Job Description EverDriven is a rapidly growing, tech-enabled transportation management company, serving some of the most vulnerable children in our community. We exist to ensure that children with special needs receive safe, efficient, and cost- effective transportation to and from school. Our proprietary, best-in-class, technology solutions enable school districts and parents to easily plan, track and adjust each student’s trips, to and from school, and gives the student access to the educational experience they deserve. Every Trip. Every Day. If you’re someone who thrives in a mission forward, fast-paced, technology and service driven environment, we would love to talk to you about a fulfilling career at EverDriven. Location - Greenwood Village, CO Hybrid work environment - 3 days in the office and 2 days at home Position Summary: The Director of Business Transformation and Strategic Initiatives will be responsible for leading the development and execution of high-impact strategic initiatives across the organization to transform the company and achieve our five year value creation plan. This role is critical in driving strategic change, enhancing organizational growth, and ensuring alignment with the company’s long-term goals. The Director will work closely with senior leadership to turn strategic visions into actionable and impactful business outcomes. Responsibilities: Strategic Planning and Execution: • Partner with executive leadership to define, prioritize, and implement strategic initiatives that align with the company’s mission and business objectives., • Develop actionable plans for the execution of strategic projects, ensuring alignment with corporate goals and timelines., • Lead the development of robust business cases to support strategic initiatives, including financial modeling, risk assessment, and impact analysis., • Provide recommendations on the feasibility and viability of proposed initiatives, ensuring alignment with the company’s strategic priorities and financial goals., • Engage with key internal and external stakeholders to ensure support and alignment for strategic initiatives., • Collaborate with cross-functional teams to gather insights, identify opportunities, and drive collective action toward strategic goals., • Establish metrics and KPIs to measure the success and impact of strategic initiatives., • Analyze performance data to evaluate the effectiveness of strategies and make informed adjustments as needed., • Oversee the management of the project portfolio, prioritizing initiatives based on strategic alignment and resource availability, and ensuring optimal allocation of resources across projects, • Develop and manage project budgets, analyze financial data to assess the financial viability of initiatives, and ensure projects deliver expected financial outcomes., • Identify potential risks and develop mitigation strategies to ensure successful project outcomes., • Develop and maintain effective communication channels to ensure all stakeholders are informed and engaged throughout the project lifecycle. Requirements: • Bachelor's degree in Business Administration, Management, Finance, or a related field. A Master's degree or MBA is preferred, • Minimum of 5+ years of experience in management consulting, strategic planning, business development, or a related field, • Proven track record of building successful business cases and leading the execution of high-impact strategic initiatives, • Strong business acumen and financial analysis skills, • Proven track record of successfully leading and executing complex enterprise initiatives, • Strong analytical and problem-solving skills, with the ability to think strategically and make data-driven decisions, • Excellent leadership and team management abilities, with a focus on driving results, • Exceptional communication and presentation skills, with the ability to influence and engage senior stakeholders Since 2006, EverDriven has remained committed to incorporating environmental, social and governance fundamentals into the framework of our internal and external culture. Today, ESG principles are part of the lifeblood of EverDriven and a driving influence that shapes not only our culture but all aspects of our day-to-day operations. We believe ESG principles enable us to more successfully achieve our mission to help every child have an equal opportunity to learn, grow, and succeed. Commitment to Diversity and Inclusion: EverDriven is a mission-centered, action-oriented company that honors diversity and inclusion. Our customers come from all walks of life and so do we. We strive to hire great people from a variety of backgrounds, not just because it’s the right thing to do, but because it makes our cultural health stronger. In turn, our inclusive culture inspires our innovation and fosters a sense of belonging so we can continue to serve the most vulnerable populations with excellence. Commitment to Equal Opportunity: EverDriven is deeply committed to building a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or veteran status, or any other non-merit based or legally protected grounds. Visit our website and learn more about us at

Job Description$115,000 - $140,000 + VIP Bonus $115,000 - $140,000 / year Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions for our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. We are looking for a Finance Business Partner to join our FP&A team. This individual contributor role will serve as a financial advisor to key business units, leveraging financial insights to drive strategic initiatives and operational efficiencies. The ideal candidate brings a background in FP&A, a strong analytical mindset, and the ability to partner effectively across departments. You’re seen as a go-to business partner who adds insight, not just numbers, your process improvements have helped unlock speed and accuracy for Finance. Key Responsibilities: • Serve as the primary FP&A partner for assigned business units, offering financial support on forecasting, budgeting, and operational decision-making., • Build and maintain detailed models for forecasting income statement, balance sheet, and cash flow items., • Prepare and present monthly performance reviews, providing analysis on trends, risks, and opportunities to C level executives including CFO, • Support development of annual budgets and long-range strategic plans., • Deliver clear and actionable financial recommendations that influence functional leaders and improve outcomes., • Assist in developing business cases for investments, headcount plans, and process changes., • Lead and contribute to process improvements that enhance forecasting accuracy and efficiency., • Use NetSuite and Adaptive Planning (preferred) to manage data and produce insights, • Strong business partnering skills with the ability to influence and advise without direct authority., • Technical expertise in financial modeling, scenario planning, and variance analysis., • Thorough understanding of P&L, balance sheet, and key financial metrics., • Confident communicator who can translate complex data into insights for non-finance audiences, and collaboration skills across functions., • Advanced financial modeling and Excel skills; strong proficiency in MS Office Suite., • NetSuite or Adaptive Planning experience preferred., • Strong analytical, problem-solving, and critical thinking skills., • Organized and detail-oriented with strong time management capabilities., • Able to work independently in a fast-paced, agile environment and manage multiple priorities., • Bachelor’s degree in Finance, Accounting, or related field, or equivalent experience., • CPA or MBA preferred., • Minimum 6+ years of experience in FP&A or financial roles, highly preferably in a SaaS or software business. Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers. The Vertafore Way Insurance is about relationships, and technology should make those relationships stronger. That’s why, at Vertafore, it’s our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about. · Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces. · Win Together: We work together as one team, showing empathy and respect along the way. · Show Up Curious: We work to challenge one another to push boundaries and think beyond the box. · Say It, Do It: We honor every one of our commitments because integrity is important to us. · Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs. · We Love Insurance: We appreciate the impact insurance has on the world. Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions! Vertafore is a drug free workplace and conducts preemployment drug and background screenings. The selected candidate must be legally authorized to work in the United States. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law. We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Job Description At Evolve, we're on a mission to make vacation rental easy for everyone. Our high-performing, customer-obsessed team runs on curiosity, communication, and accountability—working together to create exceptional experiences for our owners and guests. Whether solving big challenges, delivering outstanding results, or celebrating wins, we approach every day with purpose and passion. If you're ready to join a mission-driven company where every teammate has the opportunity to thrive, Evolve might just be the place for you. Why this role As a Senior Manager, People Business Partners (PBP), you'll serve as a trusted advisor to senior leaders while leading a lean, high-performing PBP team. This hands-on role blends strategy and execution, supporting the fast-paced, high-volume needs of our frontline senior leaders and driving key initiatives in organizational design, performance management, and talent development. We're seeking a decisive leader who can cut through complexity, set clear direction, and own outcomes. You move with urgency, tackle challenges head-on, and build strong relationships while leading with empathy and collaboration. What you'll do • Lead, develop, and coach the PBP team, ensuring high-quality support at scale while balancing strategic priorities with day-to-day tactical demands., • Partner with senior leaders to align people strategies with business objectives and translate those strategies into actionable plans., • Seamlessly pivot between big-picture strategy and hands-on execution, directly managing complex, high-volume frontline HR needs, including organizational change, employee relations, leave administration, and performance management., • Oversee organizational design initiatives, ensuring business structures support growth and operational effectiveness., • Drive change leadership efforts across the organization, fostering a culture of adaptability, continuous improvement, and operational excellence., • Implement consistent, scalable HR practices that balance strategic guidance with the responsiveness required in a fast-paced call center environment., • Leverage data and insights to inform decision-making, manage risk, and measure the impact of people initiatives., • Build strong, trusted relationships with business leaders to anticipate challenges and drive performance., • Minimum 10 years of progressive HR experience, including 5+ years leading HRBP teams in fast-paced, high-volume environments., • Proven ability to pivot seamlessly between strategic planning and hands-on, tactical support, particularly in frontline or call center settings., • Deep expertise in employee relations, leave management, organizational design, and performance management., • Strong track record of building trust and influencing senior leaders to align people strategies with business priorities., • Skilled at leading change and implementing scalable HR practices that balance strategic direction with operational responsiveness., • Data-driven mindset with the ability to leverage metrics to drive decisions, measure impact, and manage risk. For this role our salary range is $141,000 to $163,000, depending on relevant experience. This role will also be eligible to receive a variable annual bonus based on both company and individual performance. Location All Evolve team members must live in one of our approved locations by their first day. We can hire from anywhere in the U.S. except D.C. and Hawaii. Some positions may also have restrictions based on compensation in the following states: California, Maryland, New York, Pennsylvania, Rhode Island, and Washington. If you live in Colorado, you can work remotely anywhere in the state, at our downtown Denver office, or a hybrid of both! If you're planning to move soon, please let us know, and we'll be happy to review your application again. California Applicant Privacy Policy | Evolve How we reward Evolvers We're intentional about offering benefits that empower every Evolver to thrive both professionally and personally because they're more than perks—they're investments in our customer-obsessed, high-performing team. We believe in treating others as they want to be treated, providing benefits that deliver real value, and challenging the status quo to meet the diverse needs of our team. Whether it's helping you take care of your health, plan for the future, or celebrate life's milestones, our offerings are designed to support you every step of the way. • Financial Wellness: Industry-competitive pay, equity in the company, and a 401(k) with a 4% immediate vesting match., • Family Support: 16-18 weeks of paid parental leave for birthing parents and 10 weeks for non-birthing parents, plus infertility coverage., • Health & Wellness: Comprehensive medical, dental, and vision plans (100% employer-paid for individual enrollment), 10 free mental health visits, and pet insurance., • Time to Recharge: Generous PTO, RTO (for full-time exempt employees), sick leave, holidays, and a personal holiday to celebrate what matters most to you., • Travel Perks: Annual Evolve travel credit after one year and discounts on stays at all Evolve properties., • Growth Opportunities: World-class onboarding programs, learning, and development resources to help you grow your impact. With our core values as our guide, every Evolver helps shape the company we want to work for and the people we want to be. We've cultivated a culture of collaboration, care, and responsibility that we can all be proud of, and we're excited to see what you'll bring as your authentic self. Still curious about who we are and what we do? Read more about our business and our culture at evolve.com. EEO At Evolve, we are committed to diversity and inclusion. As an equal opportunity employer, all qualified candidates will be considered for employment without regard to race, color, creed, religion, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or gender expression, sexual orientation, marital status, national origin, ancestry, citizenship status, military service or veteran status, physical or mental disability, or any other legally protected characteristic. Evolve participates in e-Verify for all positions. If you have a disability or special need that requires accommodation at any point in the hiring process, please let your recruiter know.

Job DescriptionWHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for private, family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsor-backed companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We are seeking an experienced Investment Banker to serve as Managing Director - Head of Technology who resides in Chicago, Denver, New York, or Omaha to join our innovative middle market investment banking team. This role offers a unique blend of strong compensation, an entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, fostering a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in: • People who think they’re the smartest in the room or bring a big ego – leave that at the door., • Lone wolves – we value teamwork, relationships, and collaboration., • Someone looking to simply park a license – we’re building something bigger than ourselves., • Anyone resistant to growth, learning, and continuous improvement.YOU POSSESS, • Proven experience in middle-market M&A and/or capital advisory within the technology sector, with strong client relationship skills and an extensive network., • A track record of executing and leading transactions in software, SaaS, IT services, cybersecurity, fintech, or other technology verticals., • 10+ years of investment banking experience, known for work ethic, integrity, and professionalism., • Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and dynamic culture., • A Bachelor's Degree is required; an advanced degree is preferred.WHAT YOU’LL DO, • Drive business development by showcasing our full range of investment banking services., • Leverage your existing relationships in the technology ecosystem—and keep building your network—to originate and close new deal flow., • Lead transactions across various technology subsectors, from initial pitch to closing, demonstrating exceptional execution, negotiation, and closing skills., • Maintain and manage client relationships, advising on corporate finance strategies while communicating complex financial information in a clear, actionable way., • Mentor junior staff, participate in industry events for exposure, and act as a strategic advisor to clients, helping them navigate high-stakes M&A and capital-raising decisions. Ready to make an impact? Apply today. *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Job Description Hazen’s Utility Management Services (UMS) group is seeking a skilled and motivated management consultant to be based in Denver, Colorado. You will join our growing presence in the greater Denver area, helping build Trusted Advisor relationships and delivering high-caliber work that supports our mission of helping communities protect public health and the environment. As part of a dynamic and entrepreneurial culture, you’ll have the opportunity to shape business development and lead project delivery with autonomy and strong local support. Role & Responsibilities As a Principal Business Analyst within UMS, you will deliver high-impact solutions across five core service areas: • Organizational Health & Resilience, • Economic & Financial Services, • Asset Management, • Technology & Business Intelligence, • Designing and implementing utility management and asset management plans throughout their lifecycle., • Assisting with field assessments of infrastructure., • Building and maintaining management tools such as structured databases, interactive business intelligence platforms, and data visualization dashboards., • Preparing polished client-facing materials and presentations., • Contributing to pursuit development, project scoping, and in time leading pursuits as a Pursuit Manager., • Serving as Project Manager for UMS engagements., • Leading client interactions and coordinating with engineering, planning, and science teams., • Supervising and mentoring junior UMS staff, while supporting quality assurance of deliverables., • 7-12 years of relevant professional experience., • Proficient in Microsoft Office 365 and experienced with database management tools such as Excel, Access, and SQL., • Hands-on experience with business intelligence and data tools (e.g., Power BI, Power Apps, etc.)., • Exceptional verbal, written, and presentation skills., • Strong analytical thinking, attention to detail, and problem-solving ability., • Collaborative team player who is also self-motivated and capable of working independently., • Bachelor’s degree in Business, Engineering, Economics, Finance, Data Science, or a related field required., • Master’s degree preferred.

Job DescriptionDescriptionTrilon Group is a private equity-backed company focused on investing in leading infrastructure consulting businesses. Trilon partners with firms who deliver smart and sustainable infrastructure solutions and helps accelerate the next chapter of their growth by investing in talent, technology, and targeted M&A. Trilon is backed by Alpine Investors, a private equity firm specializing in middle market companies in the services and software industries and with over $16 billion of lifetime committed capital. Trilon Group’s executive team brings experience spanning engineering, consulting, investment banking, and private equity. Trilon Group is hiring an Analyst, Corporate Development to be an integral part of its investing efforts. Analysts will have responsibilities that span the entire M&A transaction process: deal origination, financial statement analysis, financial modeling and valuation, financial and operational due diligence, third-party advisor management (legal, accounting, tax, market consultants etc.), and investment thesis formation. The Analyst will typically function in a support role alongside the existing M&A team. This role is comparable to an analyst role at a private equity firm. Analysts will have daily mentorship from the current M&A team and will report directly to Trilon’s Head of M&A. M&A Analysts are expected to develop rapidly, and successful professionals will be offered a significant amount of autonomy and upward mobility through a variety of career paths within Trilon. This position provides a rare opportunity for meaningful responsibility, growth and development for someone with one to two years of work experience. Key ResponsibilitiesThe role is primarily segmented into a few main buckets, including sourcing, due diligence, and execution. Further detail is below: Sourcing: • Participating on introductory calls with potential partner firms, • Reviewing attendee lists for conferences and other sources to find potential targets, • Performing searches through various public sources to find potential targetsDiligence:, • Reviewing data from targets and performing various analyses to determine if the target is a fit for Trilon. Data includes:, • Financial, • Employee, • Client, • Projects, • Drafting internal memos for Trilon’s Investment Committee to present why certain opportunities are or are not a fit for TrilonExecution:, • Assisting senior deal team members through due diligence process, • Managing third-party services providers (e.g. legal, tax, accounting etc.), • Assembling presentations for use during meetings with potential partner firmsMiscellaneous:, • Providing ad hoc support on various projects from senior leadership Skills, Knowledge and Expertise • Demonstrated history of academic success ideally with a degree in Finance, Economics, or Business, • 1-2 years of experience ideally within investment banking or private equity, • Demonstrated leadership skills, • Strong oral and written communications skills required, • Strong and demonstrated quantitative and qualitative analytical skills required, • Sound strategic and critical thinking skills required, • Proficiency in Microsoft Office tools including Excel and PowerPoint, • Working knowledge of finance and M&A transaction conceptsPERSONAL ATTRIBUTES:, • Enthusiastic, personable, positive attitude, and high integrity, • Persistent, proactive, self-motivated with the ability to work under limited supervision, • Attention to detail and organized, • Ability to learn quickly and can grasp complicated financial and business concepts, • Ability to multi-task and be flexible in role

Job DescriptionSalary: $125,000-$192,000 About the Community Economic Defense Project (CEDP) and CED Loan Fund: Our mission We partner with low-income and working people to build economic and racial equity. We do this by confronting economic abuse and investing in community wealth. We use an ever-evolving set of legal, economic and advocacy tools to challenge and dismantle unjust systems, building quickly towards a world where all people have what they need to live and thrive. Our Organization The Community Economic Defense Project (CEDP) is a Colorado-based nonprofit. Launched in 2020 as the COVID-19 Eviction Defense Project, our organization was formed to keep our neighbors housed during the pandemic. Working with clients, we built a deeply integrative approach to eviction, foreclosure, and homelessness prevention that centers the legal and financial needs of housing-insecure families and uses a variety of tools to keep them housed. Our team now serves more than 1,000 people per month, bringing together housing lawyers, economists, data analysts, policy-experts, organizers, and technologists to serve our clients. We have served more than 50,000 low-income Coloradans across 45 counties, distributing over $200 million in emergency assistance. We have also contributed to the passage of major legislation to prevent eviction, stop economic abuse, and make credit and life-saving medication cheaper. CEDPs model has been cited as a best practice by White House, HUD, the Urban Institute, and in the media. In 2025, we launched a new entity called CED Loan Fund. CED Loan Fund is dedicated to solving service-delivery challenges for governments and non-profits and increasing access to capital and other basic needs for everyday people. The Fund offers credit and technology products to increase access to social services and affordable housing. It also works alongside CEDPs Ventures team to incubate and launch new non-profit social enterprises and technologies that challenge extractive entities like check cashers, moving and storage companies, for-profit government service providers, and potentially many others. The Fund will also have a presence at the policymaking table, helping to shape state and local policy around access to credit, housing, and basic needs. More about the role The Chief Financial and Investment Officer(CFIO) is responsible for building the Fund and leading, managing, and coordinating all financial and investment matters.We are looking for a seasoned CFIO and a builder. The CFIO will have an entrepreneurial role alongside functional oversight in the areas of finance, investments, and grants management for the Fund. The position will grow the organizations seven figure loan fund to eight or nine figures and build the team and the infrastructure to accomplish that mission, working in conjunction with executive leadership to fundraise from public, private, and foundation sources. They will also provide critical financial perspective and strategy to strengthen CED Loan Funds financial position and steward the organizations commitment to increase access to credit for social services and basic needs. Reporting to the Loan Fund CEO, they will also serve as a strategic thought partner to the executive leadership team and the investment committee of the Board of Directors. In this role you will: • Product Development: Help the organization plan and launch a Community Development Financial Institution that proposes to offer working capital loans and other products to support social service providers and low-income and working people., • Lead impact investment and fundraising: Serve as the primary advisor and thought partner to the President & CEO and Board of Directors in the guidance, development, and implementation of impact investment strategies, including supporting the Investments Committee. This includes the development and implementation of a comprehensive multi-year development strategy that includes growth of grants, donations, and loan capital., • Capital Markets: Develop capital market solutions to expand the scale of financing activities, support the creation of new programs, products, and initiatives, and apply capital markets methods to create new financing facilities and relationships with banks, foundations, and other financial institutions interested in impact investment partnerships., • External Relations: Represent the Fund to financial partners, including investors, foundation executives, auditors, public officials, etc. Negotiate investment agreements with institutional investors, centering the orgs capitalization needs, limiting compliance burden, and ensuring excellent investor relationship management., • Capital Management: Optimize capital structure and funding strategies to support organizational growth and expansion plans and manage relationships with banks, investors, and other financial institutions to secure necessary funding and capital resources., • People and System Development: Recruit and develop strong talent, structure teams for organizational efficiency, and set inspiring visions and guidance to challenge and grow the team., • Financial Management & Operations: Oversee financial operations including treasury management, cash flow forecasting, and investment management and the continuous improvement of budgeting, finance, accounting, and related financial functions, including ensuring effective internal controls and mechanisms to detect and mitigate risk and protect the organizations financial solvency., • Data-driven strategic advisor: Act as a strategic advisor to the CED Loan Fund leadership team, bringing analytical rigor and subject-matter expertise to core organizational decisions., • Regulatory Leadership: Maintain up-to-date knowledge of all critical IRS, CDFI, and nonprofit audit matters, GAAP rules, and state and federal regulations regarding nonprofit and CDFI-related matters., • Compliance and Risk: Ensure regulatory and tax compliance, adherence to accounting standards, manage financial risks, and provide effective and responsive oversight of finances and audits. While no one candidate will embody the qualifications listed below, the ideal candidate will possess many of the following professional and personal abilities, attributes, and experiences: • 10+ years professional experience in community banking, community lending, or finance, preferably in a CDFI., • 3+ years as a CFO or similarly situated leader in a CDFI, loan fund, or community bank., • Strong desire to innovate and grow a community loan fund into a permanent institution, including hiring the team and building systems., • Experience building new programs or funds., • Strong understanding of nonprofit accounting, grant management, cost allocation concepts, and other nonprofit accounting practices/standards., • Ability to distill and simplify complex financial information to a wide variety of audiences., • Experience raising loan capital in the financial services sector are a strong plus., • Experience with grant and proposal writing are a strong plus., • Knowledge of the issues involved in financing small business, residential and multi family housing, nonprofit community facility, and consumer loans., • Significant experience in or knowledge of nonprofit accounting, including sophisticated fund and grant accounting, compliance, and reporting., • We are a social enterprise with a sustainable business model focused on one of the most important issues in society keeping people in their homes and maintaining access to affordable housing., • Opportunity for local involvement while making a statewide and even a national impact., • Our co-founders have collaborated for 5+ years and are committed to building a company where everyone loves to work., • Unlimited growth potential within the organization., • Candidates must reside in Colorado or be willing to move, ideally within the greater Denver Metro area. The position includes competitive pay, flexible time off, benefits package (including medical, dental, vision), and 401k., • Applications will be reviewed on a rolling basis but must be received by September 22, 2025, • The estimated time to complete the recruitment process will be by October 5, 2025, • A base salary of $125,000-$192,000 a year, plus a $1,000 per year hybrid employee salary adjustment., • All employees receive a technology stipend of $720 per year., • As in-person work is sometimes required, all employees at CEDP & CED Law are expected to maintain current vaccination status in keeping with CDC recommendations.

Job DescriptionAbout Caribou At Caribou, we care about giving people financial freedom so they can focus on what's most important to them. Today, less than two percent of Americans refinance their auto loans despite drastic increases in the cost of new and used cars. We see huge potential to help folks reduce their monthly auto expenses, as well as increase the predictability of those expenses over time. We do this by building technology to pair customers with community banks and credit unions, and ushering them through the process quickly. On average, our drivers save $115/month on their car loans while protecting their investment long term. Caribou is led by leaders from the technology, automotive, and finance industries. We're proud to be backed by a great team of investors, including QED Investors, Goldman Sachs, Moderne Ventures, Accomplice, Link Ventures, Motley Fool Ventures and others. About the Role We are seeking candidates with previous experience in auto loan refinancing. In this role as a Senior Loan Officer (Senior Loan Advisor) you will be handling inbound calls and warm leads (no cold calling!), consulting with and assisting customers in refinancing their auto loans. In this role, you will… • Leveraging a consultative sales approach, you will advise customers on the purchase of additional protection products including vehicle protection services and other offerings, • Provide customers with a thorough explanation of the terms of their loans, as well as aftermarket products and extended service contracts, • Act as a product sales expert, maintaining elevated product sales attachment goals and expectations, • Effectively manage and maintain a large pipeline of prospective customers, and maintain acceptable levels of conversion, • Conduct business in an ethical and professional manner, in congruence with our lender guidelines, finance laws, and internal compliance guidelines, • Process finance deals accurately and fairly through financial sources to secure funding, • Perform needs assessments, overcome objections and manage the expectations of customers This role can be based out of our Caribou office in Denver, CO or remote within the greater Denver, CO area. Hours This role will primarily work within normal business hours which are currently 7AM - 7PM (MT), Monday through Friday (hours of operation subject to change in the future). In addition, you will be required to work at least one Weekend shift (Saturday or Sunday) every four weeks, during the hours of 8AM to 5PM (MT). In exchange, you will receive a flexible day off to make up for working the weekend shift. About You You have… • 2 years refinance experience, demonstrating success in a loan officer role, • Experience handling and maintaining a high volume pipeline, • Excellent customer service skills and ability to quickly build rapport with customers, • Clear communication and active listening skills, • Ability to process information efficiently and incorporate in real time with customers, • Ability to learn new technology and use a variety of software platforms, • Excellent time management skills Everyone at Caribou is a valued team member. Our compensation and benefits package includes: • Competitive compensation: $50,000 base with monthly commission structure, average annual earnings for the first year are $90,000 with the ability to exceed the average due to uncapped commission potential., • Paid training and onboarding period of 16 weeks to set you up for success. You will be eligible to participate in the sales commission plan during your first full month of employment., • Equity options in the Company, • 401k savings program, • Generous paid time off including: Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents., • Robust wellness benefits including company-paid plans for health, dental, vision, mental health, disability and basic life insurance. Including a fully company subsidized employee only health insurance plan option with no out of pocket premium cost., • Optional benefits to suit your individual circumstances such as HSAs, FSAs, supplemental life and medical insurance, and pet insurance., • Give a damn. What we're doing matters. We show up determined to deliver results, and we love it., • Velocity. We're intentional about where we're going and we race towards it. *Caribou does not currently have employee operations in AL, AK, AR, CT, DE, GA, HI, IA, ID, IN, KS, KY, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, PA, RI, SC, SD, TN, UT, VT, WV, WY. California Consumer Privacy Act

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 Sr. Director, Sr. Wealth Advisor I works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors to support the team's region-wide business development and client service efforts. This leader will be responsible for North and South Carolina markets. Essential Job Functions for the Sr. Director, Sr. Wealth Advisor I, will include: • Functioning as the primary trusted advisor to the firm's high net worth clients, • Ensuring retention of the firm's clients as well as generating referrals, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, meetings, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedures, • Other duties as needed Leadership & Management Family of Positions Sr. Director Minimum Revenue 7M Minimum Advisors on Team 5 Player Coach Yes/75% Has management oversight for RVP & RSA In partnership with MD WM Leadership Team Yes Senior Leadership Team Rarely • The above criteria are just guidelines and represent minimum criteria. Management has discretion to make promotion decisions based on several factors, which include growth contributions Education: • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday, additional hours as required in an exempt and leadership role with the organization. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. No heavy lifting over 10 lbs. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. 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 Decisions is a fast-growing, private-equity-backed technology company that provides an integrated workflow and rules platform for business process automation (BPA). Trusted by top Fortune 500 firms and SMBs worldwide, Decisions empowers diverse industries around the globe to streamline and improve their processes, enhancing efficiency and yielding results, regardless of technical expertise. This no-code automation platform seamlessly integrates AI tools, rules engines, and workflow management, enabling the transformation of customer experiences, modernization of legacy systems, and the achievement of automation goals three times faster than traditional software development. The Channel Sales Manager is responsible for joint go-to-market/business planning with their most strategic partners, serving as a virtual sales coach to partner salespeople, and orchestrating collaborative sales and demand generation efforts to close more deals. This role also includes analyzing market trends and tracking partner performance metrics and customer feedback to identify opportunities for improvement and innovation. Roles/Responsibilities • Drive customer value and top-line growth and achieve/exceed revenue targets by engaging and enabling an assigned group of partners; these may be transacting partners and/or other partner types tasked with enabling sales opportunities, such as referral partners and service-only partners, • Build, maintain, and strengthen relationships with C-level executives and other key personnel within the partner organizations to understand their objectives, foster collaboration and trust, and facilitate growth, • Optimize partners' and their customers' experiences and outcomes by serving as the escalation point for resolving issues and conflicts in a timely manner, • Identify, recruit, onboard, and activate qualified new partners (typically in start-up or smaller partner sales organizations, and not in larger, more mature organizations with partner development managers), • Identify and lead joint go-to-market/business planning with high-performance/high-potential partners to include sales/sales opportunities, marketing, and go-to-market strategies, programs, and offerings. Conduct Quarterly Business Reviews to measure plan progress and make any needed adjustments, • Assess, clarify, and validate partner needs and satisfaction levels, and advocate internally for corrections and improvements, • Track and analyze partner performance against KPIs to identify areas for improvement and gaps that need to be filled through new partner recruitment, • Provide partners with the resources, tools, ongoing training and coaching required to drive their preference for the company's offerings and enable them to effectively position and sell the portfolio. This includes conducting regular pipelines reviews, win/loss reviews, and upcoming contract renewal strategy sessions, • Provide actionable insights to partners and become recognized as a trusted advisor by staying informed on company announcements, industry trends, and the competitive landscape, • Conduct regular meetings with key partner stakeholders to discuss performance and company announcements, share best practices, explore new opportunities for collaboration, and gather feedback, • Oversee efforts to ensure partners are properly staffed, trained, and enabled with the right resources and tools in every relevant discipline, including sales, technical, marketing, and customer success management, • Revenue growth, • Active partner rates, • Conversion rate, • Customer satisfaction (e.g., Net Promoter Score℠, implementation satisfaction scores, initial contact resolution, customer churn), • Partner engagement (e.g., certifications earned, MDF ROI, and incentives participation), • Forecast accuracy, • Partner satisfaction, • Pipeline activity (e.g., pipeline value, opportunities per partner, number/percentage of partners with active pipelines), • Portfolio adoption, • Minimum of five years of experience in partner development, partner management, and partner sales, • Minimum of three years of B2B direct sales experience with the same types of products/services/technology; sales management experience preferred, • Preferred experience with Healthcare, Fintech OR Insurance industry, • Proven track record of winning strategic deals, customer acquisition with partners, and growing partner revenue, • Expertise in collaborative selling, sales, and the B2B customer lifecycle, • Skilled in demand generation, financial acumen, and partner business models, partnership management, legalities, and partner programs, • Knowledgeable in supply chain dynamics and operational efficiencies, • Accountable, proactive, and results-driven in achieving business goals, • Adaptable and resourceful, excelling in dynamic environments, • Collaborative and customer-centric, fostering strong relationship

Job Description Financial Advisor – Denver Tech Center (with occasional travel to Colorado Springs) Pay: $50,000 – $65,000 per year (plus bonus/incentives) Capstone Investment Financial Group, an independent RIA, is seeking a motivated Financial Advisor (Series 65 required) to join our Denver Tech Center team. What You’ll Do • Serve a select group of existing clients with financial planning, investment management, and ongoing service., • Proactively grow your own book of business through referrals, networking, and outreach., • Partner with our team on planning strategies, portfolio reviews, and client communications., • Meet clients in person at our DTC office, with 20% travel to Colorado Springs for meetings, training, and events., • Use planning tools and CRM systems to build financial plans and document activity., • Series 65 license or 7 & 66 (required), • Bachelor’s degree in Finance, Economics, Business, or related field preferred, • Strong communication and relationship-building skills, • Entrepreneurial mindset with the discipline to build/manage a client base, • Team-first attitude and alignment with our values of RIPE:, • Respect, • Individual Client Comes First, • Process Centric, • Base salary + performance-based bonuses, • Health insurance & retirement plan, • Paid time off, • Ongoing mentorship and professional development, • Office hours: Monday–Friday, 8:00 AM – 4:00 PM, • Must be willing and able to submit to a pre-screening process and pass a background check, • Ability and willingness to travel 20% to Colorado Springs Job Type: Full-time Work Location: On-site (DTC office, with travel to Colorado Springs)

Job Description Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Denver, CO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities • Prepare, present, and implement customized retirement plans, • Assist clients with annuities, life insurance, long-term care, and managed portfolios, • Provide financial planning advice across investments, insurance, and retirement planning, • Develop, manage, and maintain strong client relationships, • Follow established processes and procedures to achieve individual and team goals, • Participate in public seminars to share financial information or introduce the firm, • Bachelor’s degree required, • Minimum of 5 years of financial services experience, • State Insurance License (required), • Series 65 License (or Series 7/66 combination) (required), • Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS, • Strong mathematical, analytical, organizational, and communication skills (verbal and written), • Location: Relocation Required (Kirkland or Lynwood, Washington), • Salary: $75,000 – $90,000, • Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives, • Health Insurance, • 401(k) Retirement Match, • Licensing Reimbursement, • Relocation Allowance (mandatory relocation required), • Paid Time Off: 10 company holidays and 30 vacation days

Job Description Our 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 with 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. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years, we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- 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 3- Based on Fortune Magazine's ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 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 Our extensive resources include: • Our NYLIC University training program is designed to provide career-long support and growth, including a tuition reimbursement program for certain advanced, professional designation courses., • Three highly-skilled teams that provide advanced market support:, • Our Advanced Planning Group, • Eagle Strategies for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Hire and lead your own group of financial professionals while serving as an associate partner, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Transition into management as an Associate Partner once you have achieved the program requirements, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and moreQualifications:, • Sales experience necessary, • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional, • Experience in the financial services industry and/or insurance industry is required, • Cultural markets knowledge preferred but not required, • Spanish, Portuguese, or other language fluency is beneficialAbout Company Our promise? To work with you to build a strong financial future. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. We are AAA-rated across the board and #1 in the industry. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For 180 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact. We invite you to explore the depth of that commitment.

Job Description JOB TITLE: Associate Advisor- W2 EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team LOCATION: Denver, CO and Chicago, IL REPORTS TO: Lead Advisor EFFECTIVE DATE: 10/1/2024 SUMMARY: This position works directly with Partner/Senior Financial Advisor who is based in Los Angeles, but travels back and forth. Responsibilities include helping Partner/Senior Financial Advisor bringing on new business; assisting with generating new referrals from Fidelity and Schwab; assisting with fielding incoming referrals from Fidelity and Schwab; servicing new and existing clients; conducting client portfolio reviews for existing clients in CO, ID, WY and MT; communicating and executing portfolio trades and rebalancing; creating and presenting comprehensive retirement plans using eMoney; assisting in presenting to our custodians (Fidelity and Charles Schwab) and their clients; and all practice management and new business initiatives listed below. Members of an advisory team work together servicing clients. DUTIES AND RESPONSIBILITIES: Client Service • Independently serve and grow existing investment client relationships, • Assist Senior Financial Advisor in preparing for client review meetings, • Monitor and re-balance client portfolios, • Resolve client inquiries in a timely manner, • Maintain client information on in-house CRM database system, • Account maintenance (opening new accounts, handling account TOAs (Transfer of Assets), managing account distributions or asset journals, handling address changes, etc.), • Generate ideas for marketing and new business development, • Create processes to help create scale and build a more efficient practice, • General administrative duties, • Value-add projects as assigned, • Provide polished client service to custodians (Fidelity, Schwab), clients, prospects, consultants, and/or brokers, • Help develop relationships with referring FC’s (Financial Consultants) at certain Fidelity branches in Colorado, • Quarterback prospect portfolio diagnosis process (run analysis, prepare diagnosis email, etc.), • Find solutions for prospective client’s situations, • Pre-populate new business paperwork and send via DocuSign, • Stay up to date with stock market and financial service industry trends, products, strategies and solutions, • Interact with SEIA Investment Committee members to stay abreast of changing economic and market outlook, • Attend research meetings with research team to understand and communicate firm’s market outlook, • This position has no supervisory responsibilities. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university is required., • MBA is preferred but not required., • FINRA licenses Series 7 and 66 are required., • CFP, CPWA, and/or CFA certification(s) preferred but not required., • Four to ten years of related experience in an investment, financial planning, or wealth management firm., • Portable book of business: has at least $30 million of billable assets to bring over., • Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software. 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., • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • 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., • Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • 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., • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention., • 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., • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • 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., • 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., • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others., • 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. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.