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Job DescriptionSalary: About Tobias Financial Advisors Tobias Financial Advisors is a fee-only fiduciary wealth management firm founded in 1980 to provide truly objective, integrated financial advice. We serve affluent individuals, families, and business owners with tailored financial planning, proactive tax strategies, and disciplined investment management. Our firm was an early adopter of the fee-only model, removing commissions to ensure we always act in our clients best interests. Today, our team continues that tradition, combining collaboration, integrity, and deep expertise to help clients build, preserve, and enjoy their wealth. Our vision is simple: to inspire, educate, and prepare clients so they can live the lives they want. Position Summary We are seeking a dedicated CFP Professional who is passionate about guiding clients toward financial independence and long-term success. As a Wealth Advisor, you will manage client relationships, develop comprehensive financial plans, and collaborate with team members to deliver exceptional service. This role offers the opportunity to make a direct impact on clients lives while contributing to a collaborative, growth-oriented firm that values integrity, innovation, and professional excellence. What Youll Get to Do Client Relationship Management • Lead and manage relationships with new and existing clients., • Develop and present comprehensive financial plans aligned with clients goals and priorities., • Collaborate with planners and associates to design and implement planning strategies., • Create personalized Investment Policy Statements and portfolio structures., • Conduct ongoing reviews to ensure alignment with clients evolving objectives., • Evaluate tax strategies in collaboration with CPAs and planning associates., • Participate in client events and firm marketing and business development initiatives., • Cultivate relationships with Centers of Influence and identify opportunities to support firm growth. What Were Looking For • Bachelors degree and active CFP certification, • 35 years of experience in financial planning or wealth management, • Strong client relationship management and communication skills, • Proficiency in MoneyGuidePro, Salesforce, and financial analysis tools, • Ability to explain complex financial and tax concepts clearly to clients, • High integrity, ethical standards, and attention to detail, • Team-oriented mindset with a proactive, open-minded approach Compensation & Benefits • Competitive salary, commensurate with experience, plus performance-based incentive pay, • Comprehensive benefits, including fully paid medical coverage, • Unlimited personal time off (PTO) policy, • 401(k) and profit-sharing plan, • Professional development support, including tuition reimbursement, certification expense coverage, and association membership dues Why Join Us At Tobias Financial Advisors, youll join a team that values collaboration, growth, and excellence. We believe that when our people thrive, our clients thrive, and we invest in both. Here, youll have the autonomy to lead, the support to grow, and the opportunity to make a meaningful impact on clients financial futures. Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history. Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all employees can succeed.

Job Description Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day. People see that management is caring and has a priority in their well-being.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: As an Entrepreneurial Services Manager, you’ll be responsible for leading compilation and review of engagements, and tax planning and preparation related to individual, corporate, and partnership tax returns. Accounting • Review the most complex engagements, • Resolve complex accounting matters, • Assist clients with banking relationships, • Review complex individual and business tax returns, • Review financial statement engagements, • Oversee the entire client relationship, • Recommend additional services where appropriate, • Recognize risk and resolve via appropriate channels, • Be adept at managing workflow including creating additional billable projects and shifting work to or from other professionals as necessary to maintain productivity, • Serve as an advisor in the CDA (Career Development Advisor) program, • Actively mentor staff What Skills You’ll Bring: • At least 7 years of experience within public accounting, • Master’s Degree in Accounting, • CPA or CPA eligible, • Strong accounting skills, • Understanding of compilation and review of financial statements, • Tax preparation ability related to individual, corporate, and partnership tax returns, • Strong computer skills in Excel, Word, and PPT How You’ll Stand Out: • Bilingual, preferred, • Excellent verbal and written communication skills We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description The Opportunity Advance your career with Brightway Insurance in Pembroke Pines, FL. Are you a natural communicator with a positive attitude, strong listening skills, and a sharp eye for details—especially when it comes to helping people make important financial or business decisions? If so, you may be the perfect fit for our Inside Sales Agent role at Brightway Insurance. This full-time, insurance sales position is based in Pembroke Pines West, Florida and requires that you live within a commutable distance. We’re looking for someone who’s decisive, driven, and ready to match clients—whether new, existing, or prospective—with the insurance solutions that fit their unique needs. As part of our dynamic sales team, you’ll receive paid training, ongoing support, and leads (no cold calling required). You’ll also enjoy the freedom of unlimited earning potential and commission. If you’re looking for a career that offers flexibility, professional growth, and the satisfaction of helping others protect what matters most, we encourage you to apply today. Responsibilities • Client Consultation: Conduct thorough consultations with clients to understand their insurance needs and provide personalized recommendations, • Customer Service: Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring overall satisfaction, • Sales Generation: Achieve and exceed sales targets by proactively working our existing leads while leveraging existing relationships, • Product Knowledge: Stay up to date on the latest insurance products, industry trends, and regulatory changes to effectively communicate value propositions to clients, • Relationship Building: Cultivate strong, long-lasting relationships with clients, earning their trust and confidence as their go-to insurance advisor, • Documentation: Ensure accurate and timely documentation of client interactions, policy details, and other relevant information, • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients, • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction, • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs, • Create tailored risk management strategies directly with clients that align with their risk profiles, • Bilingual -Fluent Spanish, • High school diploma, • Must be 18 years of age, • Ability to use Microsoft Office, • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required, • A valid 4-40, 2-20 or 20-44 Insurance license, • Base pay, PLUS commissions (Base pay is determined by level of experience and certifications.), • Average 1st year total earnings range from $55K-$70K through a combination of base pay and commission. Brightway Insurance - Pembroke Pines West, is not your typical independent insurance agency. We’re a Brightway agency, which means we have relationships with over 100 insurance carriers and can offer you expert advice as well as more choices than any other independent agent. Our team is comprised of talented agents who work independently and as a team.

Job Description As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union serving educators, we have since expanded to serve 23 counties across the state of Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to fostering a diverse and inclusive work environment where everyone has the chance to succeed and feel a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. What we offer: • Medical, Dental, and Vision, • 401K Plan with Matching, • Tuition Reimbursement Program, • Supplemental Benefits, • Engagement Area, • Wellness Studio & Gym at our Corporate Headquarters, • Company Paid Life Insurance Essential Functions & Responsibilities • Serve as a resource to front-line employees, assisting members in the day-to-day operations. Assist other areas of the credit union with membership or operational issues, • Complete account review and quality control of all accounts opened, including but not limited to special accounts, IRAs, and online accounts. Complete review and contact members if necessary for online account verification., • Perform deposit operation functions, including but not limited to posting mail deposits, funding online account openings, VODs, ATM checks, and mobile deposits, and assisting with ITMs as needed., • Assist with help desk requests for front-line staff, including but not limited to online access, research requests, and subpoenas., • Review assigned departmental reports, completing maintenance as required., • Cash ordering and shipments for branches., • Maintain knowledge through training., • Maintain knowledge with B.S.A. Compliance training., • Respond to telephone and email requests for operational assistance from the branches and call center., • Monitor requests initiated via mail and fax. Fulfill requests from these channels or forward them to assigned departments for completion., • Perform deposit operation functions, including but not limited to posting mail deposits, funding online account openings, VODs, and issuing official checks., • Review assigned departmental reports, completing maintenance as required., • Review of legal documents, including Individual Retirement Accounts, Power of Attorney, and Trust paperwork; utilizing outside legal services as needed., • Complete necessary IRA functions for the Credit Union. These duties include processing Required Minimum Distributions, conducting quality control reviews of Individual Retirement Account work done in the branches, and annual regulatory reporting. Experience – Two+ years of financial services experience (including teller, new account opening, and lending) and one to two years of operational experience at a credit union or other financial institution. Education- A high school education or GED equivalent. Bachelor's Degree Preferred. Interpersonal Skills- A significant level of integrity and diplomacy is required. Work may involve motivating, influencing, or training others. The ability to understand internal and external member needs, along with active listening skills, is required. Work is centralized in supporting the operational needs of the credit union, mitigating risk, and encouraging proper service levels to serve. The ability to operate a personal computer, including a keyboard, mouse, internet browsers, and other software, is required. Compliance Every employee must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity that is relevant to the department. • In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department. The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee must occasionally stand, stoop, kneel, and crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work Environment: The work environment characteristics described here represent those an employee encounters while performing this job's essential functions. Reasonable accommodations may enable individuals with disabilities to perform essential functions. BrightStar is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace.

Job Description Why Hazen and Sawyer: • Founded in 1951 by the son of Allen Hazen (developer of the Hazen-Williams equation), we are an employee-owned company with a singular focus on "all things water.", • Our work includes planning, design, and oversight of construction of environmental infrastructure – for water, wastewater, and stormwater management., • We foster a work environment low on bureaucracy and high in creativity., • We recruit talented professionals, provide them with challenging, interesting, and creative assignments, and furnish them with the tools they need to succeed. The HR Generalist is responsible for aligning business objectives with employees and management in designated business units. The position serves as a consultant to management on human resource-related issues. The successful HR Generalist acts as an employee champion and change agent. The role assesses and anticipates HR-related needs. Communicating needs proactively with our HR department and business management, the HR Generalist formulates partnerships to deliver value-added service to management and employees that reflect the business objectives of the organization. Key Responsibilities: • Be a trusted advisor to leadership teams across geographic regions and provide HR guidance., • Provides day-to-day performance management guidance to management (e.g., coaching, counseling, career development, disciplinary actions)., • Works closely with management and employees to improve work relationships, build morale, and increase engagement and retention., • Provides HR policy guidance and interpretation., • Analyzes trends and metrics in partnership with the HR group to develop solutions, programs, and policies. ·, • Manages and resolves complex employee relations issues. Conducts effective, thorough, and objective investigations., • Conducts exit interviews and provides guidance and advice regarding feedback and trends., • Maintains in-depth knowledge of legal requirements related to day-to-day management of employees, reducing legal risks and ensuring regulatory compliance. Partners with the legal department as needed/required., • Perform other related duties as required and assigned. Qualifications: • Bachelor’s degree in Human Resources, Business Administration, or related field., • 6+ years of experience in HR Generalist role., • Strong knowledge of HR laws, regulations, and HR best practices., • Critical and strategic thinking skills · Excellent communication and interpersonal skills, • Ability to work in a fast-paced environment and manage multiple priorities · Proficiency in HRIS and Microsoft Office Suite., • Ability to handle multiple projects and deadlines., • Experience with employee relations, conflict resolution, organizational development, and/or change management., • Knowledge of benefits administration., • Analytical skills for HR metrics and reporting., • Strong analytical and problem-solving skills., • Ability to build and maintain positive relationships with colleagues., • Comprehensive health benefits (medical, dental, vision, and prescription plans), • Pre-tax flexible spending plans for medical, dependent care, and transportation, • Short and long-term disability, and employer paid life insurance, • Paid holidays, floating holidays, and paid time off (PTO), • Employer-contributed 401(k) plan and additional financial planning support, • Professional growth opportunities, including tuition reimbursement, in-house training, and incentives for professional registration and professional organization memberships, • Starting pay range for this position depends on skills, experience, education and geographical location

Job DescriptionDescription: POSITION: Client Relations Representative Location: Fort Lauderdale, FL Job Type: Full-time FLSA Classification: Non-Exempt Who We Are At Retirement Income Source, a Sound Income Group Company, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. Travel is a requirement of the role. Key Responsibilities • Greet and engage clients and prospects professionally in-person, on the phone, and via email., • Coordinate onboarding for new clients and prepare materials for Advisor meetings., • Manage and optimize advisor calendars to ensure efficiency., • Respond to inquiries or route to the appropriate team member., • Maintain a professional and welcoming reception and meeting space., • Ensure all client and prospect information is handled confidentially and in compliance with policies., • Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments., • Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral., • Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations., • Make sufficient outbound calls each week to secure a minimum of 10 first-time kept advisor appointments., • Maintain consistent follow-up until leads are scheduled, declined, or disqualified., • Reactivate dormant leads and no-shows with targeted outreach., • Track and report on metrics: outreach activity, appointments set, show rates, and conversions., • Log all activity and lead status updates in CRM on the same day.Requirements: Must-Have Qualifications Industry Experience & Skills • 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion, • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment, • High school diploma required; associate or bachelor’s degree is preferred but not required, • Proven sales experience with a consistent track record of meeting or exceeding goals, • CRM experience and proficiency in Microsoft Office Suite., • Proficiency in calendar management, ensuring advisor schedules are well-organized.Physical & Work Environment Requirements, • Willing to travel up to 50%, including overnight trips or Saturday coverage for seminars and events., • Must be authorized to work in the U.S. without sponsorship., • Office-based role with routine use of telephone and email., • 100% employer-covered medical benefits and HRA account, • Dental & vision plans, • Short and long-term disability insurance, • PTO + 10 NYSE company holidays per year, • 401K with company match program, • Free onsite parking Sound Income Group is an E-Verify employer. Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.

Job DescriptionMission Capital Advisors ("Mission Capital"), a subsidiary of Marcus & Millichap Capital Corporation ("MMCC"), is a leading Third-party Due Diligence provider and Loan Sale Advisor. Mission Capital is seeking Director and Vice President level candidates to join our client relationship team. The candidate will work with the senior members of the Due Diligence and Loan Sale Advisory teams. The candidate will have broad knowledge of the bank and non-bank lending market and familiarity with all single-family mortgage debt originators and capital market participants. Product knowledge should include new originations, performing, re-performing, sub-performing and distressed asset classes. The candidate should possess relationships with debt capital markets participants, including mortgage loan originators, community, regional, money center and international banks, investment banks, specialty finance companies, and funds. This role offers a lucrative commission structure with unlimited earning potential, supported by a base salary of $100k - $150k annually. KEY RESPONSIBILITIES: • Build and maintain strong collaborative relationships with clients and key decision-makers at loan originators requiring third-party review diligence for securitization or buy/sell projects. Identify and engage with active participants in the capital markets loan purchase and sale environment. Proactively research and connect with loan originators, banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers, and other market players to source due diligence projects and loan trading support opportunities., • Drive both new business development efforts as well as maintaining client relationships with existing clients., • Represent the organization at industry conferences and events, scheduling and attending meetings with both existing and prospective clients. Develop and share innovative ideas and strategic insights to enhance client engagement and promote leadership in the field., • Maintain comprehensive tracking and reporting of business development initiatives to ensure transparency and alignment with organizational goals., • Expand market and sales opportunities by collaborating with the Mission Capital Advisors Loan Sale Advisory Team to align loan sales and due diligence opportunities and provide support in executing loan sale transactions.KEY ATTRIBUTES:, • Possess extensive relationships with, and in-depth knowledge of, a wide range of loan origination companies., • Investment banking and/or origination secondary marketing trading experience., • Mortgage, real estate or structured products experience at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund) or, • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution or, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus)., • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus., • Strong business writing skills., • Attention to detail., • Ability to work as part of a team., • Strong drive and desire to take on responsibility., • Likes and prioritizes work with a genuine interest in debt capital markets / real estate.Benefits & Perks, • Medical, Dental, and Vision Insurance, • Basic Life and AD&D Insurance, • Voluntary Life and AD&D Insurance., • Short-Term & Long-Term Disability Coverage, • Flexible Spending Accounts (FSA), • Cancer Guardian Program, • 401(k) Plan with Company Match, • Wellness Program

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

Job Description As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union serving educators, we have since expanded to serve 23 counties across the state of Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to fostering a diverse and inclusive work environment where everyone has the chance to succeed and feel a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. What we offer: • Medical, Dental, and Vision, • 401K Plan with Matching, • Tuition Reimbursement Program, • Supplemental Benefits, • Engagement Area, • Wellness Studio & Gym at our Corporate Headquarters, • Company Paid Life Insurance This position assists the Member Service Center Manager in the daily operations to provide excellent member service. Supports the department by evaluating and updating operational policies and procedures. Ensures ongoing service excellence and process efficiency through continuous improvement. Leads, coaches, and develops team members, enabling them to achieve personal and departmental goals. This position also requires a proficient understanding of managing the contact center environment and utilizing contact center-specific tools and technology. This position will include regular data reporting, project management assistance, managing multiple requests and tasks of varying size and complexity. Ensures that members are provided with timely, accurate information and problem resolutions. Key Responsibilities: • Demonstrate initiative and ownership when handling escalated member issues, complex problem-solving, or high-priority tasks for the team., • Collaborate with the Member Service Center Manager to meet or exceed performance goals and uphold all compliance and operational standards., • Serves as a tier two escalation point to resolve member concerns and ensures appropriate escalation and resolution when necessary., • Creates a performance climate, assists with team goal development, and directs the performance of the team to achieve established goals and service levels., • Tracks the team member progression towards monthly goals and provides timely and accurate reporting to the Member Service Center Manager. Ensure the quarterly individual development plan is completed promptly., • Support team members in delivering effective referral strategies that increase membership and deepen financial relationships., • Monitor information that staff provides to membership to ensure accuracy and initiate training as needed., • Prepare written performance appraisals as required, recommend salary adjustments or disciplinary actions., • Identifies and takes action to improve the department's operating methods and procedures, • Maintain a working knowledge of technologies, both internal and external, that will drive department performance and efficiency., • Participates in the interviewing, hiring, and training of the team as necessary., • Approve team member timecards and time off requests following department guidelines., • Maintains adherence to performance documentation requirements to ensure the timely recognition of excellent performance and mitigation of performance issues or challenges., • Meets with team members monthly to review their performance and create action plans as needed, • Performs other related duties as assigned., • Strong analytical skills and attention to detail., • Excellent written and verbal communication skills., • Detail-oriented with a commitment to accuracy, integrity, and accountability, • Proficient with Microsoft Office Suite (especially Excel, Word, PowerPoint, and Outlook)., • Ability to develop others and create an environment where the team thrives., • Proven success in sales, service, and relationship-building; comfortable coaching others to do the same., • Capacity to work collaboratively with all levels of staff and maintain confidentiality and professionalism., • Demonstrated understanding of contact center metrics, coaching and feedback strategies, and service excellence values., • Proven ability to handle a high volume of member interactions with patience, positivity, and accuracy., • Comfort with technology, including the ability to navigate multiple systems, use online banking tools, and troubleshoot digital platforms with members., • Strong problem-solving skills and sound judgment when handling member concerns and sensitive information., • Highly organized, goal-oriented, and driven by both results and team success., • Comfortable collaborating with leadership to build strategies and contribute to long-term planning., • Proven track record of high performance in a member-facing and/or leadership role. Work Environment & Schedule: • Must be able to work flexible hours, including early mornings and Saturdays as needed to support the department., • Hybrid or on-site schedule depending on operational needs. Education & Experience: • High school diploma or equivalent required; associate or bachelor's degree preferred., • 2-3 years of previous experience in a supervisory or management capacity in a contact center environment, preferably in a financial institution. Physical Requirements: • The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully., • Reasonable accommodation may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear., • The employee is frequently required to walk and reach with hands and arms., • The employee may occasionally stand, stoop, kneel, or crouch., • The employee may occasionally lift and move up to 10 pounds., • Specific vision abilities this job requires include close vision and the ability to adjust focus. Compliance: • Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department., • In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department., • Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act. BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace

Job DescriptionSalary: $55K-$70K Title: Enterprise Account Executive About the Role After successful completion of our training program with the founding sales team, you will take complete ownership of building your own book with new and or existing shipper partners. You will represent TransLoop as the main point of contact. The definitive goals in this position are to build trust, sell TransLoops Technology, our carrier capacity and identify opportunities for new and continued partnerships with shippers, nationwide. This position will take a self-starter and well-organized individual. We are on a mission to build the most elite sales team in the logistics industry, and we want to talk to you. This is a high-impact role for TransLoop. The success of this role will have a material impact on our business and the future growth of TransLoop. This unique opportunity needs to come with a background in the logistics industry. What You'll Do • Sell the TransLoop technology platform along with selling our truck capacity to new and existing shipping partners., • Build a long-term partnership with shipper partners., • Negotiate pricing with shippers and carriers, • Sell and close new and existing shipper partners on TransLoops services, • Identify opportunities to improve our offering, value proposition, and sales cadence, • Work directly with our sales team to ensure alignment and success of new accounts and your personal success, • Manage daily shipments, resolving issues, to ensure pickup and delivery is on time, 24/7/365, • Attend and participate in trade shows, conferences, and industry events, • Travel for client meetings and engagements (Less than 10%) What You'll Need • Minimum of 2+ years of experience at a logistics firm, • Proven track record of managing accounts and being a high performer, • Experience in managing high volume and multi-faceted accounts, • Strong writing and speaking skills, • The ability to work with the latest technologies, • Ability to provide great customer service, • Balanced attention to detail with rapid execution Bonus Points • You have experience selling in 3PL, Transportation, or Tech, • Existing book of business Enjoy the good life: TransLoop wants you to love where you work so we offer: • Competitive compensation, • Uncapped commissions, • Medical, dental, and vision Insurance, • Personal financial advisor, • Unlimited coffee bar & cold brew keg, • Wellness Days and annual Wellness Credit, • Commuter Benefits, • 401K (Starts on Day 1!) About TransLoop Imagine working at a logistics company where all team members were supportive, had industry experience and the technology offerings did not look like an excel sheet Imagine having free rein on all shippers in the country and not being tied down because your company saturated the entire market Imagine carriers and shippers actually wanting to work with you Imagine all drivers tracking in real-time, eliminating annoying check calls and issues like finding out a carrier isnt going to pick up a load because he did not answer his phone. Welcome to TransLoop, a much better logistics company. TransLoop is a modern digital freight network revolutionizing logistics for shippers and carriers of all sizes. The team pairs cutting-edge technology with white-glove service to deliver unparalleled transparency, industry-leading reliability, constant innovation, and real-time collaboration with every shipment. TransLoop is proud to be an Equal Employment Opportunity and Affirmative Action employer. We prohibit discrimination and or/harassment of any type, including but not limited to discrimination and or harassment based upon race, religion, religious creed, color, national origin, ancestry, citizenship, sex, sexual orientation, gender, gender identity, gender expression, age, pregnancy or relation medical conditions, childbirth, breastfeeding, parental status, veteran and/or military statue, disability (physical or mental) medical condition, genetic information or characteristics, political affiliation, domestic violence survivor status, marital status, or other characteristics prohibited by federal, state, or local law. Additionally, Transloop participates in the E-Verify program in all locations. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Description Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing. Our core values—Thrive Together, Act Like an Owner, and Exceed Expectations—cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be certified as a Great Place to Work! Job Summary: Lendz Financial is seeking a motivated and relationship-driven Account Executive to drive broker partnerships and fuel loan volume growth. In this high-impact, front-line role, you'll serve as a trusted advisor to mortgage brokers—helping them navigate products and close more loans with speed and confidence. What gives our AEs the edge? A winning combo of intuitive tech, a responsive ops team, and streamlined workflows that free you up to focus on what matters most: your brokers. We equip you with industry-leading tools like Salesforce CRM, real-time pricing engines, and a scalable, tech-enabled lending platform that actually keeps up with your goals. This isn't just a sales job—it's your launchpad. If you're a closer tired of doing it alone, Lendz gives you the tools, team, and freedom to go bigger. Join us and you'll have everything you need to scale your production, grow lasting relationships, and build a long-term home with a company that's as ambitious as you are. Key Responsibilities: • Solicit New Business: Proactively identify and cultivate relationships with brokers to secure loans, ensuring consistent growth in the company's client base., • Client Relationship Management: Serve as the primary point of contact for brokers, acting as a trusted resource for all questions related to the mortgage industry and Lendz, • Customer Service Excellence: Deliver outstanding client service by promptly addressing loan status inquiries and resolving any issues during the loan process., • Operational Collaboration: Partner with the operations team to facilitate the successful submission, processing, and closing of loans as needed., • Client Training & Support: Provide brokers with training and conduct informational meetings., • Rate Lock Monitoring: Stay vigilant on expiring rate locks and ensure timely communication with brokers., • Wholesale AE Experience: 3+ years in a wholesale Account Executive role, with a current book of producing brokers., • Non-QM Knowledge: Familiarity with Non-QM products and confidence explaining complex lending scenarios., • Strong Track Record: Demonstrated ability to drive volume and hit sales targets consistently., • Service-First Mentality: Deep commitment to delivering white-glove service and solving problems with urgency and care., • Self-Motivated & Organized: Driven, highly organized, and accountable with a strong sense of ownership and urgency., • Communication Excellence: Clear, confident, and persuasive—across phone, email, and presentations., • Operational Savvy: Solid grasp of loan origination, underwriting workflows, and industry standards., • 100% remote, • Highly subsidized medical insurance, • Low-cost dental and vision insurance, • Voluntary Life, LTD, STD, and Critical Illness Insurance, • 401(k) program, • Health Savings Account (HSA), • Learning and development opportunities, • Friendly, collaborative work environment

Job Description We are seeking an Administrative Assistant to join our team! The ideal candidate must be highly organized, detail-oriented, and a self-starter. You will provide high-level administrative support for our team. This role is in the financial services industry, working with high net worth individuals and requires the upmost discretion and confidentiality. The tasks and duties include, but are not limited to, the following: • Effectively schedules meetings with clients to increase productivity., • Manages investment review lists & annual review meetings for all clients., • Maintains and updates client records and documentation across all systems (CRM, document vaults, etc.), • Prepares meeting materials and coordinate follow-ups to support advisor effectively., • Prepares and submits paperwork for account maintenance of insurance and investments business., • Prioritizes and manages multiple projects simultaneously and follows through on issues in a timely manner., • Must be able to meet deadlines in a fast-paced, quickly changing environment., • Previous experience as an assistant, • Financial services experience, • Positive and professional demeanor, • Strong organizational and time management skills, • Ability to prioritize and multitask, • Strong attention to detail, • Excellent verbal and written communication skills, • Proficient with Microsoft Office applications

Job DescriptionDescription: POSITION: Director, Digital Marketing Location: Fort Lauderdale – HQ FLSA Classification: Exempt Who We Are At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary The Director of Digital Marketing leads the strategy, execution, and optimization of Sound Income Group’s digital presence while supporting the advisor network through scalable systems and campaigns. This role blends strategic leadership and hands-on management to drive brand growth, engagement, and measurable results in full compliance with SEC and industry standards. Key Responsibilities Strategic Planning and Execution • Develop and execute comprehensive digital marketing strategies across social media, email, search, and paid platforms that align with agency and client objectives., • Ensure all campaigns meet compliance requirements for financial and retirement communication, tailoring messaging to the target demographic., • Lead, motivate, and mentor a digital team of 6–10 professionals, promoting efficiency, collaboration, and accountability., • Oversee daily workflows and performance using platforms such as ClickUp and Figma., • Serve as the primary contact for clients, building strong relationships with financial advisors and their teams., • Communicate strategy, progress, and results clearly and professionally, providing proactive recommendations backed by data., • Manage department and campaign budgets, allocating resources effectively for maximum ROI., • Utilize analytics tools to track and interpret campaign performance, identify insights, and optimize outcomes., • Drive conversion rate optimization (CRO) and funnel performance through data-driven testing and analysis., • Apply digital attribution modeling to evaluate campaign effectiveness and measure revenue contribution across channels., • Leverage marketing automation platforms to enhance lead nurturing, customer engagement, and operational efficiency., • Champion a results-driven and transparent culture where performance data drives decision-making and improvement., • Promote accountability through clear expectations and by modeling professional ownership of successes and challenges., • Support a collaborative atmosphere that values initiative, problem-solving, and team morale.Requirements: Must-Have Qualifications Background and Education: • Bachelor’s degree in marketing, business, or related field (preferred, not required), • 5–10 years of digital marketing experience, ideally within the financial or retirement industry, or in an agency serving financial clients., • Proven ability to manage teams and delegate effectively in a high-performance environment., • Strong understanding of compliance and regulatory standards affecting financial marketing campaigns., • Demonstrated analytical mindset with ability to interpret data and translate findings into strategic action., • Excellent communication and presentation skills, with professionalism and confidence in client-facing settings., • Proficiency in Microsoft Office, content management systems, Click Up, and Figma; Adobe Creative Suite experience preferred., • Experience managing paid media across major platforms, particularly Meta Ads.Physical & Work Environment Requirements, • Ability to work for extended periods at a desk using a computer., • Ability to lift up to 10 pounds if/when necessary., • Routine use of telephone and email., • 100% employer-covered medical benefits and HRA account, • Dental & vision plans, • Generous PTO + 10 NYSE company holidays per year, • 401K with company match program, • Free onsite parking, • Company-provided laptop and required technology, • Access to on-site gym (free of charge), • Weekly vehicle detailing (at additional cost)