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Job Description What We Offer At SavATree, your success is our priority. Here’s how we invest in you: • Compensation: Minimum guarantee plus unlimited commission potential, with most Sales Arborists earning more than $130,000 annually. Total compensation typically ranges from $50,000 to $250,000+ based on territory performance., • Benefits: Health, dental, vision, life, and disability insurance, plus a 401(k) with company match., • Time Off: Time-off to support your work/life balance, • Training & Development: Comprehensive sales, leadership, and technical training. Financial support for becoming an ISA Certified Arborist., • Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities. As a Sales Arborist, you will be the trusted advisor to property owners, ensuring the health and safety of their trees, plants, and landscapes. In this role, you will: • Develop and grow your assigned territory by building long-term relationships with clients and prospects., • Diagnose and monitor landscapes, provide expert recommendations, and prepare estimates for services., • Coordinate with crews, oversee project execution, and ensure customer satisfaction., • Network, generate referrals, and create new business opportunities., • Represent SavATree at community and industry events, from trade shows to garden clubs, while advocating for environmental stewardship. About You You are: • Passionate about the outdoors and making a positive environmental impact., • Skilled at building relationships and solving customer challenges., • Motivated to learn, grow, and adapt in a fast-paced, high-growth company., • Known for integrity, attention to detail, and commitment to delivering on promises. Physical Demands This role involves being outdoors and frequently lifting or moving up to 50 pounds. About SavATree SavATree was founded 45 years ago with a mission to preserve trees threatened by the gypsy moth epidemic. Since then, we’ve grown into a nationwide leader in tree, shrub, and lawn care services. Unlike companies that focus on removal, our work is rooted in preservation and care. We are a values-driven organization built on teamwork, integrity, respect, and a relentless commitment to making a positive impact. When you join us, you’ll find a collaborative, competitive, and caring environment where your contributions matter. As we like to say: When you work here, you thrive here. Equal Opportunity SavATree is proud to be an equal opportunity employer and a drug-free workplace

Job DescriptionCompany Description Christian Brothers Automotive Benefits: • Compensation Range From $35/hr-$50/hr* For Highly Qualified Candidates, • Closed Every Weekend To Spend Time With Family & Friends, • Earn More With Team Performance Bonuses, • Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar, • Paid Vacation & Paid Holidays, • Healthcare Benefits Available, • Matching Retirement Plans, • On-Going Training & Career Advancement, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Continuous Training Available Through The CBA Flywheel Learning System, • Employee Appreciation Events, • Chaplain Care Support Available, • Weekly Team Lunches, • Locally Owned and OperatedJob Description Job Title: Automotive Service Advisor / Writer Location: 14755 E. Arapahoe Rd, Aurora, CO 80016 Job Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Your role is crucial in building lasting relationships, as you are the face they see every time they invest in their vehicle. Service Advisors guide our guests through the entire repair process, keeping them informed about the status of their vehicles and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet every guest that enters our facility with hospitality and respect, • Present the best solution to properly repair our guest 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 our customer, • Directs, coordinates, and participates in performing customer service activities, • Shuttle guest 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, • Other duties as assignedQualifications 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, • 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. Thank you for viewing this opportunity! This job posting is for an opening at a Christian Brothers Automotive location that is independently owned and operated by a local licensed franchisee. Your application and any information included with it will be submitted to the franchisee for further handling. Christian Brothers Automotive Corporation ("CBAC") is a separate business entity. No CBAC employee will be involved in any decisions regarding your employment application. If you are hired for this position, you also understand and acknowledge that the local franchisee will be your employer and that CBAC will not be your employer. The local franchisee is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling and supervision. 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

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. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

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 Partner Integration Associate Project Manager will be an important member of a focused team that is responsible for integrating acquired registered investment advisor ("RIA") firms methodically, efficiently and effectively to deliver value, promote standardization, realize economies of scale and reduce risk. This role will deal with all phases of integrating an acquired firm; the position will focus heavily on supporting various data management projects to move the integration process forward. This will include, but not be limited to, organizing, reconciling and validating data and performing various operations tasks to progress the integration process forward. In addition, the position will require adherence to project timelines, deadlines and deliverables and holding internal and external stakeholders accountable to meeting established target completion dates. General knowledge of investment operations and superior skills in Microsoft Excel are essential. The Associate Project Manager must be highly organized, possess the ability to manage multiple projects and tasks simultaneously, think critically and work easily through roadblocks and obstacles. Moreover, the position requires outstanding communication skills (including understanding the "audience," responsiveness, promptness, patience and clarity) and superior attention to detail. Essential Job Functions for the Associate Project Manager will include: Support, assist and take direction from Sr. Project Managers in integrating multiple acquired firms simultaneously. • Managing the transition of clients to Mercer agreements, including the creation of individual agreements, dissemination to clients and tracking and archiving executed agreements., • Assist in the transition of custodial relationships from the acquired firm to Mercer Advisors., • Facilitate the structuring and mapping of acquired firms' client relationship management systems to Mercer's Salesforce., • Support other integration process sequences, including in the areas of compliance, marketing and information technology (as directed and with guidance provided)., • Record integration target deadline dates, generate progress reports and hold internal stakeholders accountable for meeting deadlines., • Assist in the preparation of agendas for biweekly integration status update meetings with acquired firms, attend and participate in those meetings, and lead those meetings in the absence of Sr. Project Managers., • Minimum three to five years of financial services industry experience with a high level of knowledge of investment operations., • Possess superior communication and project management skills to coordinate multiple stakeholders, overcome individual employee's resistance and other obstacles and drive stakeholders to the desired, successful outcome., • Expressly focused on "getting things done" and works easily through roadblocks and obstacles, • Excellent proficiency in Microsoft Excel., • Naturally curious with a desire to learn new processes with a desire to document and continuously improve workflows on an ongoing basis., • Client-centric approach required, • Superior verbal, written, analytical and organizational skills, • Experience working with high-level, busy professionals in a demanding environment with specific knowledge with how to interface with entrepreneurial, "Type A" personalities., • Enjoy being part of a team. Professional home office work environment, business hours with some early morning or late day calls and travel as required by the business, standing, and sitting, no heavy lifting over 20 lbs. Ability to travel up to 20% of working hours. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

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

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

Join us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students at our Denver, CO campus to join our team and help students navigate their financial aid journey. Key Requirements for Financial Aid Advisor -- Continuing Students:. Financial Aid Advisor/Continuin

We are seeking an Specialist Software Engineer to join our customers Integration Team supporting the the technology used by their Financial Advisor business users. Python, Software development, Microservices. Python,Software development,Microservices.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike. About LPL Financial: As a Fortune 500 independent broker-dealer, LPL Financial provides financial professionals with the tools, resources, and support to grow their practices and deliver exceptional service. LPLs open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their unique needs. About Greater Heartland Financial Group Prudential Advisors At Greater Heartland Financial Group - Prudential Advisors, were dedicated to making lives better by solving the financial challenges of our changing world. Recognized by Investment News as the 2024 Employer of Choice for Advisors, Prudential fosters a supportive, growth-focused environment where professionals from all backgrounds can thrive. For over 150 years, weve led the way in expanding access to investing, insurance, and retirement security, guided by our values of trust, customer focus, respect, and integrity. Our team also takes pride in giving back, raising funds each year for Childrens Harbor, a nonprofit supporting seriously ill children and their families. Join an award-winning firm, honored with Prudentials 2023 Firm Trophy, and start building a career that makes a lasting impact. Our growing offices are located: • 12312 Olive Blvd., Suite 300, St. Louis, MO 63141, • 8000 S. Chester St. Suite 325, Centennial, CO 80112Top Reason Athletes Could Excel Here:, • Competitive Drive: Athletes desire to excel fuels them to surpass goals and deliver excellent service., • Discipline and Time Management: Their experience balancing responsibilities translates to managing client portfolios effectively., • Goal-Oriented: Athletes focus on setting and achieving goals drives them to help clients reach financial success., • Resilience: Athletes are accustomed to facing challenges and persevering, key traits for overcoming obstacles in their career., • Teamwork and Collaboration: Used to working in teams, athletes thrive in collaborative environments, achieving client-focused results.Our Differentiators:, • Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support., • Growth Opportunities: Buy books of business, build assets, or create a practice to sell, a rare path to long-term success., • Leadership and Management Potential: Additional opportunities for advancement by leading and developing teams., • FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you., • Business Development Services: Back-office and administrative support to free up your time for growth., • Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.Meet our team: Eric Baumert, Regional Director: Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers. Michael Alexander, Managing Director: Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs. Elizabeth Walker-Sadler, Director of Business Development: Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development. Mark Koski, Regional Director: Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities. Adam Maddox, Associate Managing Director: Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports. Advisor Responsibilities: • Develop personalized financial plans covering budgeting, retirement, insurance, and education planning., • Build lasting client relationships by offering ongoing financial advice and support., • Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow.An Ideal Candidate:, • Has strong interpersonal skills and a desire to help clients achieve personal financial milestones., • Brings a mindset of discipline, teamwork, and continuous growthqualities that have helped athletes and goal-oriented individuals excel in this environment., • Is open to career growth within both financial planning and wealth advisory services over time., • Has (or has the willingness to quickly acquire) the Following Certifications:, • Series 7, • Series 66, • Passing the SIE (Securities Industry Essentials) exam., • Life/Health Insurance LicensePosition Benefits and Compensation:, • 401(k) with matching contributions, • Cash Balance Pension Plan, • Pension enhancement for top financial professionals, • Private office expense support, • Competitive compensation and bonuses, • Expressed payouts on Life Insurance & Annuity products, • Deferred compensation plan for eligible financial professionals, • Medical, dental, vision benefits & healthcare reimbursement account, • Life insurance, accident insurance, and disability income insurance coverage, • Mutual fund investment plan, • Business programs and conferences Disclosure Statement: During the formal interview process candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.

Job Description Harrison Gray has partnered with one of Colorado’s growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their client’s financial goals and work closely with the client, their tax advisors, and their estate attorneys to form a comprehensive view of their financial situation. Our ideal candidate has 7-10 years of Financial Advisor experience and is looking for opportunities to grow within a company. The Financial Advisor is a critical member of our client’s management team. The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence. Advisors are also responsible for maintaining close, ongoing relationships with their existing clients. Key Qualifications • Existing book of business, • Entrepreneurial spirit, • Structure and discipline, • Existing network that can continuously be expanded and cultivated within the community, • Intellectual curiosity, • Drive for success, • Strong community involvement, • CFP, or advanced designations, and Series 63, 65, or 66, • Comfortable interacting with individuals of significant wealth, • Effective communication skills (written and verbal), • Proven ability to quickly build trust and credibility Tech Stack of Firm & Custodian • Portfolio Management - Tamarac, • Financial Planning - Moneyguide Elite, • CRM - Tamarac CRM, • Custodian - Charles Schwab Benefits • 401k with discretionary match, • Medical insurance, • 3 weeks PTO, • Work from home Fridays, • Competitive Payouts

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. About Greater Heartland Financial Group Prudential Advisors At Greater Heartland Financial Group - Prudential Advisors, were dedicated to making lives better by solving the financial challenges of our changing world. Recognized by Investment News as the 2024 Employer of Choice for Advisors, Prudential fosters a supportive, growth-focused environment where professionals from all backgrounds can thrive. For over 150 years, weve led the way in expanding access to investing, insurance, and retirement security, guided by our values of trust, customer focus, respect, and integrity. Our team also takes pride in giving back, raising funds each year for Childrens Harbor, a nonprofit supporting seriously ill children and their families. Join an award-winning firm, honored with Prudentials 2023 Firm Trophy, and start building a career that makes a lasting impact. Our growing offices are located: • 12312 Olive Blvd., Suite 300, St. Louis, MO 63141, • 8000 S. Chester St. Suite 325, Centennial, CO 80112About the Role: Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with a driven spirit, a strong desire to help others, and the drive to grow personally and professionally. No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth. Top Reasons Career Changers Could Thrive Here: • Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry., • Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way., • Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice., • Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families.Our Differentiators:, • Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients., • Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success., • FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you., • Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience.Meet our team: Eric Baumert, Regional Director: Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers. Michael Alexander, Managing Director: Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs. Elizabeth Walker-Sadler, Director of Business Development: Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development. Mark Koski, Regional Director: Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities. Adam Maddox, Associate Managing Director: Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports. Our Ideal Candidate: • Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals., • You possess an driven mindset and are eager to learn., • No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role., • Youre ready to take ownership of your career, learn new skills, and build a meaningful practice.Qualifications:, • No prior financial licenses requiredtraining and support provided., • A strong desire to help others and build relationships., • Excellent communication skills and the ability to work well in a team environment., • An driven spirit with the drive to achieve success.Position Benefits and Compensation:, • Competitive compensation with potential for performance-based bonuses., • 401(k) with matching contributions., • Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals., • Medical, dental, and vision benefits, along with healthcare reimbursement accounts., • Life insurance, accident insurance, and disability income coverage. Flexible work from home options available.

Job Description We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans. Responsibilities • Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met., • Actively participate in the development and implementation of financial plans., • Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals., • Research and analyze investment opportunities, provide market insights to advisors and clients., • Build and maintain strong relationships with clients and act as a point of contact., • Monitor and review client accounts, ensure that they are aligned with their financial objectives., • Bachelor’s degree in finance, business, or a related field., • Desire to earn CFP designation in 2-3 years, • A minimum of 2 years of experience in the financial services industry., • Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire., • Strong knowledge of financial products, markets, and procedures., • Excellent communication and interpersonal skills., • Detail-oriented and able to multi-task in a fast-paced environment., • Compensation will be based on experience and qualifications, • Quarterly bonus, • Revenue share, • Retirement plan with company match, • Unlimited vacation, • Health insurance offered, • Disability coverage, • Educational allowance for pursuing CFP designation

Job Description Associate Financial Advisor Title: Associate Financial Advisor Location: Lakewood, CO (In-office most days) Base Compensation: $75,000–$110,000 On-Target Earnings (OTE): $85,000–$175,000 Industry: Wealth Management & Financial Services Overview: A growing financial services team in Lakewood, CO is hiring a Associate Financial Advisor who wants to take ownership, deepen client relationships, and grow their impact. This is a great opportunity for someone with strong sales instincts, planning acumen, and a desire to be part of a long-term succession plan. You'll work directly with existing and new clients while helping scale a high-performing, values-driven practice. If you're looking to make a difference inside a firm—not just sell—and want the opportunity to lead one day, this is your seat. Key Responsibilities: • Lead review meetings with B and C clients, offering insurance and investment planning solutions, • Collaborate with senior advisors on high-net-worth opportunities, • Actively track and close new opportunities from warm leads and referrals, • Manage client communications, maintain CRM records, and ensure timely follow-ups, • Build and nurture relationships in your own network to drive new business, • Support client engagement through social media, events, and marketing, • Coordinate with internal team members to execute comprehensive planning strategies, • Take increasing responsibility for key clients and internal operations over time Qualifications • 3+ years of experience in financial services, preferably in a client-facing or advisor support role, • Strong interpersonal skills—you enjoy meeting new people and deepening relationships, • Life & Health, SIE, and Series 63 required, • Series 7 must be obtained within one year of employment, • CFP® coursework or designation in progress preferred, • Marketing, branding, or social media experience a plus, • Must be local to the Denver metro area and able to work from the office most days Compensation & Benefits: • Base salary: $75,000–$110,000 depending on experience and licensing, • On-target earnings: $85,000–$175,000 with performance-based bonuses, • Health, dental, and vision coverage, • Retirement benefits

Job DescriptionSalary: $45K-$55K / uncapped commission Title: Flatbed Account Specialist Description Do you want to work on a team that makes you feel both motivated and supported in your role? A place where the tech offerings arent considered archaic in todays innovative landscape. This role demands reps to be strategic, sales-focused, operationally diligent, and relationship-based. Carrier Reps at TransLoop play a vital role in identifying opportunities and developing strong relationships with service providers. Were looking for someone to own the flatbed/open-deck side of our carrier network. Your main job? Find great flatbed carriers, build real relationships with them, and keep them happy so theyre always ready (and excited) to run our loads. What You'll Do • Hunting down solid flatbed carriers whether thats working warm leads in our TMS or doing your own cold outreach and research, • Jumping on the phone, booking loads, solving problems, and making sure every shipment goes smoothly, • Partnering closely with our Customer Sales team to grow new/existing shippers, • Turning one-off loads into long-term partnerships that keep the freight flowing both ways, • Keeping your carriers happy while hitting (and beating) the service KPIs our carrier leadership team sets, • Building tight relationships with our Customer Sales team so everyones on the same page and the customer is serviced as the highest levels What You'll Need • Minimum of3+ years of experiencein flatbed carrier sales or flatbed logistics operations, • Deep knowledge of flatbed modes, market behavior, and industry-specific regulations, • Strong carrier network and established industry relationships, • Excellent interpersonal skills, • Strategic thinker with a hands-on, results-driven mindset, • Strong analytical, negotiation, and decision-making abilities, • Experience working in a fast-paced brokerage or 3PL environment preferred Bonus Points • You have experience selling in 3PL, Transportation, or Tech 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 DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Do you thrive on freedom, challenge, and meaningful work? If youre someone who values the outdoors, independence, and helping others, a career in financial services could align perfectly with your goals. Were looking for driven professionals who want more than a job, they want a career that provides purpose, flexibility, and lasting impact. • Build a Career That Fits Your Lifestyle: Youve built your life around passion and purpose. At Northwestern Mutual, you can design a career that gives you the same flexibility and fulfillment, with the autonomy to manage your time and the freedom to enjoy everything Colorado has to offer., • Help Others While Building Your Future: As a Financial Representative, youll empower individuals and families to plan confidently for their financial futures. Your ability to connect, listen, and guide others will help your clients achieve the security they need to live the lives they love., • Make an Impact You Can See: This isnt just about numbers, its about people. Every conversation and strategy you build contributes to real, lasting change in the lives of your clients and your community., • Enjoy Unlimited Growth and Freedom: Here, your success is measured by your effort and impact, not by titles or hierarchy. Youll have the opportunity to grow as far as your ambition takes you, supported by a team that values balance, purpose, and personal growth as much as professional success.Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 Meet Our Team: Eric McGough, CLU, ChFC, RICP Managing Director (MD): • Time with NM: 35 years, • Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals., • Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing.Colin Starr CFP, CLU, RICP Wealth Management Advisor:, • Time with NM: 12 years, • Prior Experience: Former student and college baseball athlete., • Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids.Jensen Feggins Financial Advisor:, • Time with NM: 5 years, • Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual., • Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports.Maggie Brown Director of Development:, • Time with NM: 10 years, • Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential., • Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership.Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is highly preferred, but not required., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. #LI-Hybrid Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. Develops a comp

Job Description At Jefferson Center, it is our policy and our mission to be inclusive and mindful of the diversity of everyone who comes through our doors. We are passionate about building a community where mental health matters and equitable care is accessible to all races, ethnicities, abilities, socioeconomic statuses, ages, sexual orientations, gender expressions, religions, cultures, and languages. Colorado residency preferred; applicants living outside of Colorado will be considered for remote work and some travel would be required. The Chief Growth and Strategy Officer is an executive leader responsible for driving strategic expansion, innovation, and market differentiation across Jefferson Center and its subsidiaries. This role blends business growth, enterprise strategy, marketing, philanthropy, and brand leadership to position the organization as a premier, accessible behavioral health provider. Reporting directly to the CEO, the Chief Growth and Strategy Officer leads enterprise growth initiatives, strategic partnerships, and brand evolution — ensuring that Jefferson Center delivers exceptional client experiences while achieving sustainable, scalable impact. This leader combines a deep understanding of behavioral healthcare with a data-informed, entrepreneurial mindset to advance the organization’s mission and market performance. Key Responsibilities: Strategic Growth • Develop and execute enterprise growth strategies that expand market share, diversify payer mix, and scale access across the state of Colorado and service lines., • Identify opportunities for partnerships, affiliations, and service innovation that align with the organization’s mission and business goals., • Lead business modeling and financial analysis to support expansion decisions and return-on-investment outcomes., • Build and sustain relationships with payers, health systems, and referral networks to strengthen competitive positioning., • Lead development of a comprehensive philanthropic strategy, including annual giving, major gifts, corporate sponsorship and grant opportunities., • Cultivate and steward relationships with donors, foundations, and community partners., • Partner with the CEO to build a culture of philanthropy throughout the organization., • Partner with the CEO and Executive Team to define and execute the organization’s multi-year strategic roadmap., • Lead enterprise transformation initiatives that enhance performance, efficiency, client experience, and scalability., • Implement data-driven planning and performance management systems to measure impact, outcomes, and growth., • Guide organizational change that supports innovation, agility, and a culture of accountability., • Oversee marketing, communications, and brand strategy to elevate Jefferson Center and its subsidiaries' reputation as a trusted, premium, accessible provider., • Lead digital marketing, brand storytelling, and community engagement to drive awareness, referrals, and loyalty., • Ensure consistent and emotionally resonant messaging across all touchpoints — web, social, client materials, and media., • Collaborate with clinical and operations leaders to enhance the client experience and reinforce brand integrity., • Serve as a strategic advisor to the CEO, shaping growth priorities and transformation strategies., • Lead and mentor a high-performing team across business development, philanthropy, marketing, and communications., • Collaborate closely with clinical, operational, and finance leaders to align strategy with organizational performance., • Represent Jefferson Center externally with strategic partners, media, and industry peers.Other Duties:, • Prepare, oversee and manage an annual operating budget for the Department, • Participate in Executive leadership committees, Jefferson Center Board and Board Executive Committee meetings, and all senior management meetings, • Serve as a key member of the Executive team, contributing to overall organizational strategies, • Provide leadership to Center-wide workgroups as appropriate, • Exhibit personal autonomy, initiative, enthusiasm, flexibility, and spirit of collaboration, • Promote and exemplify the organization’s core values, • Demonstrate a willingness and ability to work nights and weekends as necessary Qualifications: • Master’s degree in Business Administration, Healthcare Administration, Marketing, or related field preferred., • Minimum of 10 years of progressive leadership experience in strategic growth, marketing, or transformation within healthcare or behavioral health sectors., • Proven success scaling high-quality, mission-driven healthcare services in multi-site or hybrid models., • Strong understanding of payer relations, market positioning, and value-based behavioral health trends., • Exceptional strategic thinking, communication, and relationship-building abilities., • Demonstrated success leading teams and initiatives that drive measurable growth and brand strength., • Bilingual (English/Spanish) Preferred Salary Grade 24: $211,800 to $256,000 annually* Additional Salary Information*: • The salary range above is based on 1.0 FTE (full time equivalent) or 40 hours per week. Less than 40 hours/week will be prorated and adjusted to the appropriate FTE.*, • Jefferson Center pay is determined by various factors including education level, licensure level, years of relative experience, and internal equity amongst current staff. Application Deadline: 12/05/2025. Review of applications will begin immediately.

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

As a 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. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

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Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’

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

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

The Financial Aid Advisor/Verification Coordinator supports students, parents, and other financial aid office functions regarding application process, eligibility, analysis, budgeting, packaging and disbursement in compliance with federal, state, and institutional guidelines; and evaluates and analy

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

Job Description JOB OVERVIEW The Vice President, Digital Strategy & Collaboration will serve as a senior leader responsible for convening stakeholders across the Farm Credit System to advance shared understanding, foster collaboration, and accelerate progress on digital priorities. This role is less about owning or dictating strategy, and more about creating the spaces, platforms, and conversations that enable Farm Credit System leaders to collectively explore opportunities, address challenges, and shape the future of digital innovation together. The ideal candidate is a connector and convener who brings curiosity, humility, and influence to the role. They thrive on enabling others, asking the right questions, and ensuring that the collective wisdom of the Farm Credit System is surfaced and applied. Success in this role will be defined not by individual ownership of digital strategy, but by the leader’s ability to create the conditions for collaboration, foster meaningful insight exchange, and enable shared progress across the Farm Credit System. 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 $147,000-215,000 annually. JOB RESPONSIBILITIES • The VP will guide forums such as SystemX and other strategic gatherings, where technologists, strategists, and executives engage in candid dialogue, share best practices, and co-create solutions that strengthen the Farm Credit System’s collective impact., • Convene and Connect: Bring together leaders, practitioners, and innovators across the Farm Credit System to engage in meaningful dialogue around digital transformation, emerging technologies, and collaborative opportunities., • Facilitate Shared Learning: Curate and lead strategic events, forums, and working sessions (including SystemX) designed to accelerate digital knowledge-sharing and collaboration., • Enable Collaboration: Foster a culture of openness, trust, and partnership by creating spaces where diverse perspectives can be exchanged and leveraged for collective progress., • Surface Insights: Gather, organize, and share trends, best practices, and learnings from across the Farm Credit System to support decision-making and forward-looking strategy., • Amplify Innovation: Showcase digital initiatives and investments happening across the Farm Credit System, helping to connect leaders to ideas and approaches that can be scaled or adapted., • Bridge Perspectives: Serve as a trusted facilitator between executives, technology leaders, and operational teams, ensuring digital conversations stay connected to strategy and business priorities., • Minimum of 15 years of progressive experience in strategy, digital transformation, innovation leadership or cross-sector facilitation – preferably within financial services, agriculture, or technology-driven organizations., • Bachelor's degree in business administration or technology related field required, graduate degree preferred., • The ability to travel up to 50% of the time, based on client need and request., • Must be able to lift 20 pounds for room set up., • Strong leadership skills, and proven ability to lead multiple projects., • Demonstrated ability to convene and facilitate collaboration among diverse senior stakeholders., • Strong understanding of digital transformation, emerging technology trends, and their strategic business applications., • Exceptional communication, facilitation, and relationship-building skills., • Experience designing and delivering high-impact forums, summits, or large-scale convenings., • A collaborative, systems-level thinker who bridges perspectives and enables collective action., • Proven consultative skills, serving as a trusted advisor who asks insightful questions, fosters open dialogue, and guides stakeholders toward clarity and alignment., • Familiarity with strategic and innovation frameworks (e.g. 7S, digital maturity models, SECI, Team Topologies, ADKAR, Kotter, Design Thinking, OKRs) and the ability to introduce the right model into conversations to guide direction., • Working knowledge of collaboration and planning tools such as Miro/MURAL, Strategyzer (Business Model Canvas, Value Proposition Canvas), and idea management platforms (e.g. Spigit, Brightidea)., • Knowledge of the agriculture sector preferred, desire to learn about the agricultural industry required. 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. 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, • 90-100% employer paid health insurance options., • 10-13 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 as to all protected groups, including protected veterans and individuals with disabilities. FCCS may require job candidates to successfully complete a background check as a condition of employment.

Respond to ad hoc financial and matrix partner inquiries and requests, resolve financial discrepancies, and recommend process improvements including internal control enhancements. Ability to analyze and review financial output for reasonability and trends.

We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in higher education and enjoy helping students navigate Title IV funding for shorter-te

Provides professional advising services: The Financial Aid Advisor works with prospective students, continuing students, families, and members of the MSU Denver community in a personalized way on the financial aid application process, eligibility, need analysis, awards, disbursement, federal/state i

As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools and applications that support the advisor and support staff's day-to-day branch operations, specifically focused on Client Onboarding and Maintenance. Partner with stakeholders such as financial advisors,

The Financial Aid Advisor/Verification Coordinator supports students, parents, and other financial aid office functions regarding application process, eligibility, analysis, budgeting, packaging, and disbursement in compliance with federal, state, and institutional guidelines; and evaluates and anal

The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. Develops a comp

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

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 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 Description WealthBuilders Investments is a growing full-service faith driven wealth management company, a registered investment advisor (RIA). We are looking to hire a senior financial assistant to support our advisor team and clients. The company offers holistic planning and investment management services we offer to families, business owners, ministries, entrepreneurs, and retirees. Our firm strives to educate investors on how to align their faith with their finances for impact, purpose, and generational legacy. This job involves the candidate working directly with clients to deliver first class customer service. Strong people skills, team player, integrity, attention to detail, and problem solving are key character traits for this role. If you are interested in working as part of dynamic team that helps people invest their finances using conservative Christian values all across the United States, please reach out to us! Candidates will carry the following skills: • Financial services industry and customer service/sales experience. Mandatory that you have background in the financial services industry., • Work with advisors to provide first class customer service and experience to clients. Able to function as a self-starter and autonomy in the workday, • Ability to multitask and handle several projects at one time., • Team Player., • Offer creative ideas and solutions., • Must be able to sustain confidentiality., • Exceptional organizational skills., • Detail-oriented., • Proficient in Microsoft Office and Excel., • Desire to have fun, grow, and belong, • Proficient in working with technology. Five years or more experience in the financial advisory industry required for this position as senior financial assistant/operations manager. Ideal candidate has worked with clients and financial advisors in a client service support role. Tasks include working directly with clients and advisors to open new accounts, complete investment subscription documents, facilitate money movements, schedule client meetings, prepare financial reports for meetings. Team member will oversee and implement office systems, organizational efforts to provide support to financial advisors. This is position with the firm requires high level of customer service skills, attention to detail, and ability to prioritize. $65,000-$95,000 Salary plus bonus potential based on experience. Company DescriptionDynamic faith driven investment management company with a team & family focus.Dynamic faith driven investment management company with a team & family focus.

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

Job Description Overview We are seeking a motivated and growth-oriented Junior Financial Advisor to join our team. This role is ideal for someone who is early in their financial services career and eager to develop technical planning skills while also contributing to business development. You will work closely with senior advisors to build comprehensive financial plans, support client relationships, and help expand the firm’s book of business. Key Responsibilities Financial Planning & Client Support * Assist in creating comprehensive financial plans, including retirement strategies, investment allocations, insurance analysis, cash-flow planning, and tax-efficient recommendations. * Gather and analyze client data, prepare reports, and develop plan drafts for senior advisor review. * Participate in client meetings to take notes, present plan components, and address preliminary client questions. * Maintain accurate and compliant client records in CRM and financial planning software. * Support ongoing client service activities such as account maintenance, portfolio reviews, and follow-up tasks. Business Development * Identify and cultivate prospective client opportunities through networking, referrals, community involvement, and outbound outreach. * Support marketing initiatives such as webinars, educational events, workshops, and digital campaigns. * Assist in qualifying leads and managing the early stages of the sales pipeline. * Contribute to relationship-building efforts that lead to new client acquisition. Qualifications * Bachelor’s degree in Finance, Business, Economics, or related field preferred. * Progress toward or interest in pursuing CFP®, Series 7/66, or other relevant licenses/certifications. * Strong analytical, organizational, and communication skills. * High level of professionalism, integrity, and client-service orientation. * Willingness to learn, take initiative, and engage in both planning work and business development. Success Indicators * Ability to effectively support financial plan development with accuracy and attention to detail. * Growing confidence and competency in client interactions. * Demonstrated progress toward generating qualified leads and contributing to new client growth. * Consistent adherence to compliance standards and firm processes. Why Join Us * Hands-on training and mentorship from experienced advisors. * Clear career pathway toward becoming a lead advisor. * Collaborative team environment with opportunities to contribute meaningfully from day one. * Exposure to a wide range of financial planning topics and real-world client scenarios

Job Description Location: Centennial, CO Full-Time $85K - $100K (OTE) Account Executive - Computer Hardware & MSP Company Don't settle for a job. Start a career! TrinWare has been in business since 2004. We have an opening in our Custom Computer Production & Fulfillment center for an Account Executive! Why pick TrinWare? • Excellent benefits, including insurance cost share., • Like minded computer enthusiasts that have over 250+ years of combined experience under one roof., • A professional environment that is centered around learning and growth., • Established customer base. TrinWare provides their clients with complete custom computer solutions, networking infrastructure products, imaging services and product fulfillment. In addition, TrinWare is a leading IT Managed Service Provider in the Rocky Mountain region. TrinWare Statement: “We provide Next Generation IT Managed Services, consulting, outsourcing, custom computer production and fulfillment while assuring the highest levels of return on investment, security, and customer satisfaction. The Strength of this company lies in our people. Therefore, we provide the highest degree of security and income for our staff as their expertise, talent, and passion exemplify TrinWare’s vision. Our customers look upon us as their trusted advisor to provide IT guidance. We continually pursue mutually beneficial and equitable business relationships with our customers, vendors, and suppliers.” Summary The Account Executive for Custom Computer Hardware Solutions at TrinWare is responsible for managing a substantial base of existing recurring sales opportunities, developing new relationships, and acquiring new logo business opportunities. Strong computer hardware and networking technical knowledge, sales skills, customer service skills, energy, and desire to succeed are required for this position. Quotas are established to assure individual and company goals remain consistent. Please provide a cover letter or letter of interest. Since 2004, TrinWare has been the Rocky Mountain Region’s leader in providing purpose-built custom computer and fulfillment services. The company was formed to give SaaS Providers, VARs, MSP’s, OEMs, retailers, software solution providers, and corporations an agile resource for custom integrated computing solutions. This job is performed at our headquarters in Centennial, Colorado, as well as at local client locations. Minimal travel required, predominantly within the Denver metro area. Essential Qualifications • Minimum of an Associate’s degree or Bachelor’s degree is preferred, or equivalent industry knowledge., • 5+ years’ experience selling computer hardware and networking products, custom system manufacturing, and/or related industry, • Extensive understanding of computer hardware and solutions including systems, servers, routers, firewalls, WAP’s and other IT Infrastructure solutions, • 4+ recent years’ experience outbound prospecting via email, phone, social media, and in person to build a sales funnel, • Experience building and managing a pipeline through a CRM, preferably HubSpot, • Experience selling in face-to-face meetings with C-suite decision makers, • Experience running remote sales meetings, including discovery, demonstration, and closing using Teams, Zoom or equivalent platform., • Advanced experience or expertise with the Microsoft product ecosystem – Microsoft/Office 365 (Word, Excel, Outlook, PowerPoint, and Teams), • Experience working in a matrix reporting organization to achieve client outcomes, • Experience in the IT Managed Services space is a plus (configuring rack mounted solutions, familiarity with the cloud ecosystem, etc.), • Proven history of consistently achieving quota People Leadership • Maintain an existing significant customer base through client visits and events while developing additional opportunities within this base and additional new logo business. Experience conducting QBR’s is a plus., • Consistent, pro-active outbound prospecting activity consistent with building and maintaining a sales pipeline to achieve quota., • Develop, communicate, and execute effective selling strategies based on valid, customer-specific value propositions., • Meet and exceed assigned monthly revenue quota., • Strong focus on customer satisfaction and retention with a high level of personal and professional ethics and integrity, • Conduct regular business reviews and planning meetings with assigned clients., • Develop trusted advisor relationships between TrinWare and key client stakeholders and executive sponsors to fully understand our clients' strategies and measurements for success., • Develop deep knowledge of computer hardware configurations including servers, desktops, notebooks, IOT devices, networking, LAN, WAN, IT infrastructure solutions, and tool sets., • Develop strong, positive, and prosperous relationships with vendors to achieve long-term company goals and objectives., • Attend trade shows and other industry events to professionally represent TrinWare and build sales funnel., • Deliver profitable sales with long-term fit clients., • Facilitate sales best practices team meetings, and other company meetings as necessary., • Understand the value of Company offerings and TrinWare’s competitive positioning., • Identify and communicate trends in TrinWare’s markets., • Prioritize individual work and efforts to achieve TrinWare’s strategic goals., • Review and create QBR's for clients. Review solutions and perform a cost analysis to determine profitability., • Experience in dealing with complex situations to propose a reasonable solution to all parties., • Maintains a professional demeanor while dealing with business clients and peers. TrinWare’s culture is a combination of high professional standards and a tight-knit team atmosphere. These Core Values are the driving force behind the who, what and why of our mission. We believe that these values will serve as a compass to lead us to our goal: being recognized as one of technology’s great service providers. GOALS: • Growth, • Optimism, • Accountability, • Leadership, • Benefits include company sponsored medical, vision, dental and life insurance plans, short term and long-term disability insurance, a company sponsored 401K plan with matching, paid holidays, vacation and sick time, employee discount, referral programs and more.

Job Description Title Wealth Advisor Location Chicago/ Denver/ Michigan/ Minnesota/ Oakbrook Terrace/ Raleigh/ Washington D.C./ Milwaukee/ Lake Forest / Jackson Hole Strong preference of working 3 days in the office Compensation Salary + Target Bonus - $115,000 to $325,000+ About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. The Role We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key Responsibilities: • Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:, • Financial planning and budgeting, • Holistic balance sheet advisement (including cash and debt), • Asset allocation and investments, • Estate and tax planning, • Insurance analysis and review, • Charitable Strategy, • Responsible for growing business through business development and referral generation from clients, • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients, • Demonstrate a genuine involvement in the local community, • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships Key Skills: • Team-oriented, relationship-driven advisor, • High integrity, honest, respectful individual, • Curious and coachable disposition, • Passionate about serving clients, • Strong ability to foster relationships both externally and internally, • Demonstrated strong work ethic, • Good communicator with superior written and oral communication skills, • High attention to detail and well organized, • Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives., • High standards of professionalism while working with clients and team members Key Qualifications: • Certified Financial Planner (CFP) designation - required, • Five years of relevant experience managing all facets of wealth management - required, • Bachelor’s degree - required, • Experience serving physicians is preferred but not required, • Demonstrate strong, established client relationships, • Experience with financial planning software (MoneyGuide or eMoney) Benefits: Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.

Job DescriptionSales Account Executive- Manufacturing Company Description IMAGINiT Technologies, a division of Rand Worldwide, advances the way companies use technology to design, develop, and manage complex engineering projects. As the market leader in North America, we continue to enjoy a great deal of success even in these unprecedented times. Our culture is supportive, dynamic, collaborative, and driven to meet the ever-changing needs of our customers and our employees. If you are looking to make a real difference, we would love to hear from you. Job Description We are looking for a Sales Account Executive who is passionate, self-motivated, and business savvy, with a strong desire to overachieve their professional and financial goals to join our team. This is an exciting opportunity to utilize your solution selling skills, to drive business within named accounts in the Manufacturing sector. In this role you will have the opportunity to collaborate with our best in class, presales, customer success, and professional services teams, to ensure that your customers view you as a trusted advisor who can deliver solutions well past software alone. Responsibilities • Manage full sales cycle from researching accounts to closing business., • Discovering, developing, and managing business relationships with prospects and current customers to sell software, services, and other related solutions., • Selling wide and deep into accounts by identifying client needs and opportunities where IMAGINiT products and services will improve client growth and productivity., • Leading account strategy sessions with current clients, prospects, and internal teams., • Developing and delivering presentations and proposals., • Increasing IMAGINiT visibility in the industry by attending networking events, using social media, referrals, etc., • Collaborating across IMAGINiT business units working with other channel partners to secure customer business. Qualifications • 5+ years of direct sales experience selling software solutions to mid-size and large enterprises., • Measurable track record in new business development and overachieving sales team targets., • Proven hunter mentality with a track record of sales success., • Strong business acumen, and ability to have business conversations at all levels., • Excellent problem solving, negotiation, and closing skills., • Ability to manage the entire sales process from prospecting through close., • Strong verbal and written communication skills and CRM usage., • Experience with multi-product/services selling is a plus., • Experience selling within the Manufacturing sector is a plus., • Bachelor’s degree or equivalent is a plus. Additional Information What can you expect? • Comprehensive onboarding program and on-going training that prepares you for success., • Approachable leadership team who truly cares about you and your customers., • Opportunities for growth and development with opportunities to move up or horizontally within the organization., • You will be surrounded by armies of people that you can leverage from a strong technical team including pre-and-post sales engineers, marketing, and a technical support team second to none. Hybrid/Remote Work • Ability to maintain appropriate productivity and performance., • Have a work environment that is free from distractions and has a reliable internet connection., • Ability to dedicate their full attention to their job duties and be available via Teams and/or phone during work hours., • Required to attend all mandatory meetings and/or events and be responsive to any communication from colleagues, customers, and management. Travel • 20-25% annually Total Compensation • Salary $75,000-$85,000, • OTE Range $180,000 Plus Benefits • Health, Dental, and Vision, • Health Savings Account with Employer Matching Contribution, • Limited Purpose FSA Account, • Medical Flexible Spending Account, • Dependent Care Assistance Plan, • Short & Long-Term Disability, • Wellness Programs, • Employee Assistance Program, • Group Term Life Insurance, • Voluntary Life Insurance, • Paid Holidays, • Vacation and Sick Leave, • 401(k) with company match, • Tuition Reimbursement, • Service Awards We celebrate employment equity and diversity! We encourage applications from all qualified individuals and do not discriminate based on disability, race, ethnicity, religion, gender, sexual orientation, age, veteran status, or any other basis protected under federal, state, provincial or local laws. We are committed to providing reasonable accommodations for persons with disabilities. If you require reasonable accommodation during the application process, we will work with you to meet your needs. We thank all applicants in advance for their interest, but only those applicants who are to be considered will be contacted. Must be authorized to work in the U.S. for any employer without company sponsorship.