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Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking an IT/Info Security Risk Management & Governance for Executive team. This Executive should have expertise in Tech Risk Oversight - SLOD. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, San Antonio, TX, Tampa, FL with a preference for Charlotte. * Relocation assistance is available for this position * The successful candidate will serve as a key advisor responsible for recognizing and reporting IT and IS strategic and aggregate risks across the business while advancing the Enterprise Risk Management function for aggregation, quantification, and qualification of risks. Sets direction for risk management programs within IT and IS and leads all aspects of the delivery of those programs across the line of business. Provide risk management and governance leadership, operational direction and operational oversight of Information Security, Business Continuity, Data Center Security, AI and Corporate Investigations domains and establish a best-in-class Risk Management framework for the Enterprise Security Group (ESG) to ensure comprehensive oversight and management of risks across the full risk taxonomy. Ensures risks align within appetite tolerances and strategic goals, product plans, forecasts, and adjusts to variances. Responsible for the aggregation and reporting of risks to senior leadership and effectively assessing and influencing business decisions and direction. Contributes to the long-term strategy of how risk systems should be adapted and integrated to improve the ability to handle risk in an environment built by regulatory change and pioneering, new technologies. Ensures effective and appropriate policies, procedures, and controls are in place supporting all risk processes, systems, strategies, and implementations. Additional responsibilities include but are not limited to: * Establishes trust and rapport with senior business leaders across the enterprise to sustain oversight of the second line risk role. Actively engages line of business leaders to ensure all risks are appropriately addressed consistent with policy and the Risk Appetite. * Partners with senior risk executives in leading overall risk appetite to include the identification and definition of key methods, metrics, and limits. Influences and sets strategy for advancement of the risk management framework. * Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and strategies to mitigate. Provides advice to other key business partners and drive key decisions assessing risk and reward through effective challenge. * Liaises with Compliance and CLO on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations. Influences sound governance structure for oversight of risks and business operations and interacts & engages with all product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements. * Assists in interactions and briefs on domain of responsibility with regulators from the OCC, FED, FDIC, and CFPB as well as prepare Board and Senior Management level reports related to IT/IS risk. * Builds and leads all aspects of a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities. Minimum Education: * Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: • 10+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services with 5+ years of this experience focused on Information Security, Business Continuity, Physical Security or Corporate Investigations., • 4+ years of people leadership experience in building, leading and/or developing high-performing teams., • Industry certification(s) in Information Security (e.g., CISSP, CISM) or Business Continuity (e.g., ABCP, CBCP) or Risk Management (e.g., CRISC) or Physical Security (e.g., CPP)., • Proven experience working with and applying Risk, Security or Audit frameworks (FFIEC, COBIT, COSO, ISO 27001/2, NIST 800-53, SSAE16)., • Knowledge of applicable laws, rules, and regulations applicable to financial institutions., • Experience making data-driven decisions., • Experience working with external agencies and regulators., • Broad knowledge of information technology systems and general system development principles. What sets you apart: • 7+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services., • 10+ years experience focused on Information Security, Data, Risk Management, evaluating the design and development of software., • 3+ years experience with artificial intelligence (AI) and machine learning principles, including responsible AI use case evaluations and deployment., • 10+ years hands-on experience integrating security throughout the Software Development Lifecycle (SDLC), including component analysis, static and dynamic scanning (SAST/DAST), penetration testing, and comprehensive application security testing across build, deploy, and maintenance phases., • Proven ability to develop high-impact materials and deliver concise, insight-driven presentations to executive leadership, translating complex concepts into actionable recommendations that influence strategic decision-making. Compensation range: The salary range for this position is: $169,880.00 - $305,780.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Risk and Controls Advisor, you will be responsible for planning and driving first line of defense control testing that evaluates the design and operating effectiveness of key and non-key controls to mitigate risk exposure to regulatory and operational requirements. You will also be responsible for identifying and following written risk and compliance policies, standards, and procedures for control testing activities while partnering and collaborating with business owners to support control testing initiatives. In addition, you will assist with translating control deficiencies into action plans; provide recommendations to enhance governance practices in alignment with risk and compliance frameworks. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: * Advise the business on how to strengthen and run their control environment pertaining to oversight of procedures/process, accurate regulatory reporting and filing, document governance, Risk control self-assessments, procedure governance, control design, new product controls, Company and Staff Agency Third Party Governance, or quality governance. * Perform ongoing supervision and oversight of business controls which may include the coordination of testing, root cause analysis, control design, and examining key risk metrics to evaluate the effectiveness of established business controls. * Perform risk data analysis, report preparation and trend analysis, using business intelligence tools. * Partner with business owners to assist them in the identification of control failures and assesses the impact. * Maintain processes, procedures, and tools for handling exception alerts as they occur, including monitoring of resulting exception cases. * Provide control oversight to ensure compliance with laws and regulations. * Serve as a resource to team members. * Ensure risks associated with business activities are identified, measured, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * Minimum 4 years' experience supporting risk-related, compliance-related, or business control design activities; OR 4 years of experience in a relevant quantitative field; OR Advanced degree or designation in a risk management or quantitative field, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative field. * Knowledge of federal laws, rules, regulations, and applicable guidance to area supported for example: OCC Heightened Standards, BSA/AML, REG E, UDAAP/UDAP, TILA/REG Z, SCRA, FCRA, MLA. What sets you apart: * Experience with control design and testing business application controls and data movement controls. * Experience with real estate, bank operations and/or consumer lending. * Strong critical thinking, organizational and communication skills with ability to work cross collaboratively and functionally. * Experience with Compliance and Operational Risk activities. * Professional designations in Compliance or Operational Risk Management (ex. CRCM, CERP). Compensation range: The salary range for this position is: $77,120.00 - $147,390.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a motivated and forward-thinking Risk and Compliance Advisor II to join our team and play a key role in navigating the evolving landscape of AI and Generative AI (GenAI). This position requires a proactive individual with a foundational understanding of Second Line of Defense (SLOD) risk and compliance principles specific to AI/GenAI initiatives in the Financial Services and Insurance sectors. The ideal candidate will demonstrate AI Technology Exposure, with at least two years of hands-on experience using AI tools or understanding their application in business transformation, and a Data Risk Foundation of two or more years in data risk management, including data security and privacy principles. You should possess Technology Risk Skill, showing an ability to work with new technologies, identify risks, and articulate requirements. Familiarity with leading AI/GenAI platforms (e.g., LLMs, APIs) and a strong background or aptitude in data science/risk are highly valued. Furthermore, an AI Policy Awareness and the ability to discuss potential AI applications and their associated risks. If you are eager to apply your risk and compliance expertise to ground breaking AI technologies, we encourage you to apply. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position. What you'll do: • Partners with key team members in the business to identify, assess, aggregate and document operational and compliance risks and controls, including operational and compliance risks associated with new or modified products, services, distribution channels, laws, regulations, and third-party operations using maturing knowledge., • Applies maturing knowledge of the business, its products, and processes, to identify, work, and raise operational risk and compliance issues., • Supports and contributes to the implementation of new risk and compliance policies, practices, and solutions to ensure multidisciplinary understanding and management of operational and compliance risks according to industry standard process., • Gathers information, analyzes data trends, and produces analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies., • Assists in the formulation of stress test plans for a line of business or the enterprise including the evaluation of results and framing of contingency plans in partnership with key business partners., • Supports processes that focus on improving strategies, tools, and methodologies to measure, monitor, and report on operational and compliance risks., • Contributes in cross-functional teams to identify, assess, aggregate, and mitigate current and emerging risk., • Supports processes to measure, monitor, and report on operational and compliance risks. What you have: • Bachelor’s degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree., • 2 years experience in the financial services or insurance industry or specialized technical fields directly related to the role., • Knowledge of risk and/or compliance management principles, tools, and applicable systems, • Awareness and ability to apply risk and compliance laws, regulations, and regulatory expectations., • Ability to work with internal and external partners in a highly collaborative environment., • Critical thinking and knowledge of data analysis tools and techniques., • Experience identifying potential concerns and recommending effective solutions., • Knowledge of Microsoft Office products including Excel and PowerPoint. What sets you apart: • AI/GenAI Risk & Compliance Understanding: Foundational understanding of Second Line of Defense (SLOD) risk and compliance principles as they apply to Artificial Intelligence (AI) and Generative AI (GenAI) initiatives within the Financial Services and/or Insurance sectors., • Familiarity with AI Technologies: Exposure to leading AI/GenAI vendor platforms and concepts (e.g., Large Language Models (LLMs), APIs), with the ability to discuss their potential applications and associated risks., • Technology Risk Acumen: Ability to work with new technologies, proactively identify associated risks, and articulate associated requirements., • Data Risk Foundation: Two or more years of experience in data risk management, including an understanding of data security principles such as encryption, data privacy compliance, and data lineage and quality., • AI Technology Exposure: Two or more years of exposure to AI technologies, whether through direct use of AI tools, understanding of their application in business transformation, or foundational knowledge of machine learning or Large Language Models (LLMs)., • Data Science/Risk Proficiency: A strong background or aptitude in data science principles or data risk management., • AI Policy Awareness: Familiarity with AI policies, standards, and/or frameworks and understanding their importance in governing AI use. Compensation range: The salary range for this position is: $63,590 - $121,530. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking an IT/Info Security Risk Management & Governance Executive who needs to have "hands-on" expertise in SSDLC - Second Line of Defense. This role sits within the Chief Risk Office for Technology. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, San Antonio, TX, Tampa, FL with a preference for Charlotte. * Relocation assistance is available to Charlotte for this position * The successful candidate will serve as a key advisor responsible for recognizing and reporting Information Technology (IT) and Information Security (IS) strategic and aggregate risks across the business while advancing the Enterprise Risk Management function for aggregation, quantification, and qualification of risks. Sets direction for risk management programs within IT/IS and leads all aspects of the delivery of those programs across the line of business. Provide risk management and governance leadership, operational direction and operational oversight of Information Security, Business Continuity, Data Center Security, AI and Corporate Investigations domains and establish a best-in-class Risk Management framework for the Enterprise Security Group (ESG) to ensure comprehensive oversight and management of risks across the full risk taxonomy. Ensures risks align within appetite tolerances and strategic goals, product plans, forecasts, and adjusts to variances. Responsible for the aggregation and reporting of risks to senior leadership and effectively assessing and influencing business decisions and direction. Contributes to the long-term strategy of how risk systems should be adapted and integrated to maximize the ability to manage risk in an environment shaped by regulatory change and disruptive, emerging technologies. Ensures effective and appropriate policies, procedures, and controls are in place supporting all risk processes, systems, strategies, and implementations. Additional responsibilities include but are not limited to: * Establishes trust and rapport with senior business leaders across the enterprise to sustain oversight of the second line risk role. Actively engages line of business leaders to ensure all risks are appropriately addressed consistent with policy and the Risk Appetite. * Partners with senior risk executives in managing overall risk appetite to include the identification and definition of key methods, metrics, and limits. Influences and sets strategy for advancement of the risk management framework. * Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and strategies to mitigate. Provides advice to other key business partners and drive key decisions assessing risk and reward through effective challenge. * Liaises with Compliance and CLO on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations. Influences sound governance structure for oversight of risks and business operations and interacts & engages with all product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements. * Assists in interactions and briefs on domain of responsibility with regulators from the OCC, FED, FDIC, and CFPB as well as prepare Board and Senior Management level reports related to IT/IS risk. * Builds and oversees a team of employees (~5 direct reports / 20-30 team size to start) for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Minimum Education: * Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: * 10+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services with 5+ years of this experience focused on Information Security, Business Continuity, Physical Security or Corporate Investigations. * 4+ years of people leadership experience in building, managing and/or developing high-performing teams. * Industry certification(s) in Information Security (e.g., CISSP, CISM) or Business Continuity (e.g., ABCP, CBCP) or Risk Management (e.g., CRISC) or Physical Security (e.g., CPP). * Demonstrated experience working with and applying Risk, Security or Audit frameworks (FFIEC, COBIT, COSO, ISO 27001/2, NIST 800-53, SSAE16). * Knowledge of applicable laws, rules, and regulations applicable to financial institutions. * Experience making data-driven decisions. * Experience working with external agencies and regulators. * Broad knowledge of information technology systems and general system development principles. What sets you apart: * 7+ years of risk management and regulatory experience in a functional area such as insurance, banking, or financial services (Large size organizations 20k+) * 10+ years experience focused on Information Security, Data, Risk Management, evaluating the design and development of software. * Experience with artificial intelligence (AI) and machine learning principles, including responsible AI use case evaluations and deployment. * 10+ years "hands-on" experience integrating security throughout the Secure Software Development Lifecycle (SSDLC), including component analysis, static and dynamic scanning (SAST/DAST), penetration testing, and comprehensive application security testing across build, deploy, and maintenance phases. * Proven ability to develop high-impact materials and deliver concise, insight-driven presentations to executive leadership, translating complex concepts into actionable recommendations that influence strategic decision-making. Compensation range: The salary range for this position is: $169,880.00 - $305,780.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Benefits Advisor (Mid-Level), specializing in Health & Wellness, you will play a vital role in supporting the well-being of our employees and their families. You will be responsible for managing key benefits programs, ensuring compliance, and promoting a culture of health and wellness across USAA. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: * Program and vendor management for the vision and dental plans. * Subject matter expert for the wellness and fitness reimbursement programs. * Oversee family building program. * Responsible for onsite events such as the 5k across all campuses as well as the onsite biometric screenings. * Coordinate efforts to ensure HIPAA processes and controls meet standard to include monitoring the HIPAA training audience to verify the appropriate parties receive periodic training as well as work with compliance, privacy and learning teams to ensure HIPAA training curriculum is reviewed annually. * Applies proficient knowledge to provide guidance in the design, development, implementation, assessment and administration of benefit plans, programs, and services. * Supports the daily management of programs, regulatory compliance, contract compliance and contracted suppliers. * Researches and analyzes organizational trends, market data, and industry practices to identify root causes and address benefit issues to resolve efficient solutions. * Assists with raised issues on benefit programs. * Ensures vendors and benefit programs are integration and alignment with the Total Rewards philosophy. * Assesses supplier performance and contracts meet appropriate service levels to employees and plan participants. * Collaborates with the stakeholders to evaluate and modify objectives for employee benefit programs. * Evaluates the efficiency and impact of changes for benefits programs and initiatives. * Ensures legal compliance of regulations applying to assigned benefit programs and assesses the legal and regulatory environment that may impact current and/or future employee benefit offerings. * Researches and analyzes changes and improvements to programs to maintain compliance with federal regulations. * Assists with benefit projects and initiatives and serves on cross functional teams. * Coordinates with key team members on the development and implementation of systems and processes which support benefit projects and initiatives. * Implements the communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources. * Researches and analyzes measures to ensure costs are minimized and efficiencies are realized and analyzes financial impacts to programs to minimize financial exposure. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations. * Experience leading and/or running projects/programs. * Working knowledge of data analysis tools and techniques. * Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs. * Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints. * Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans. * Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. * Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA. Compensation range: The salary range for this position is: $77,120.00 - $147,390.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Bank Credit Risk Analyst Principal, you will be responsible for developing and driving the frameworks for the Bank Credit Risk program that provides oversight and governance to its maturing processes, advanced governance and oversight capabilities. Conducts complex credit and financial analyses to identify and mitigate emerging credit risks across the Bank. Leverages data analytics, data insights and industry expertise to build fit for purpose and sustainable outcomes/solutions. Partners with first line Bank executives, Bank Compliance leadership, and other key executive stakeholders to drive strategic alignment of the Bank Credit Risk policy and oversight. Leads and develops high quality committee, regulatory and executive reporting and responses as needed. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position. • Responsible for conducting statistical, econometric and financial analyses to identify and mitigate emerging credit risks across bank. Integrates artificial intelligence/ machine learning, credit and financial scenario modeling, complex data architecture, strategy, credit research, macro research and development, and design competencies. Delivers on highly complex credit and econometric solutions that mitigate the risk, costs and impacts of large and granular behavioral and macroeconomic credit risks., • Drives development and maturation of complex credit and financial frameworks. Delivers cross credit, and credit impacting operational, financial and strategic initiatives to leverage asset specific insights and drive scale economies; i.e. Enterprise capital concerns related to Basel III impacts, fraud spikes and emerging trends, enterprise stress contingency lever submission and integration accuracy; finance/strategy/marketing data sourcing for Level Up new prime card product, Eligibility Expansion, Economic Capital, CRA marketing, Secured card and enterprise segment targeting., • Advises on complicated credit and financial analyses across credit finance, product and marketing, operations and market risk, as well as lines of defense. Provides direction and consultation to senior leaders across the bank on highly complex and unique credit and financial risk issues. Serves as a key advisor and consultant to the Bank Head of Credit and SLOD Chief Credit Officer on risk management and mitigation efforts, a proxy / delegate in senior leadership forums., • Strengthens regulatory responses to ensure industry leading quality (Consent Order, Examinations, etc.), ensuring as well appropriate communication and collaboration with impacted stakeholders. Interacts with regulators and internal and external auditors related to bank credit risk appetite, stress test, provision, modeling issues and requests., • Drives remediation efforts by leveraging industry-leading subject matter expertise and experience to prioritize, strategize, and build consensus within the team and senior management (Audit findings, MRA’s, etc.) across various departments., • Develops efficiencies and strategic improvements to Bank Credit programs (Risk Appetite, Effective Challenge, KRI’s, RAMs). Leads collaborative engagements and creates best practices across the Bank Credit product teams and the horizontal risk-aligned teams to ensure proper identification of risks and emerging trends., • Responsible for the development and delivery of training to build technical and business acumen within the Bank organization., • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: • Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree., • 10 years experience applying operational risk frameworks, oversight and best practices to include 6 years of bank credit risk with accountability for highly complex projects/initiatives with significant impact within a financial services/banking organization., • Extensive experience in model development and optimization for credit risk strategy development, delivery and implementation., • Extensive experience with data analytics and insights conducting complicated/complex credit and financial analyses; identifying and mitigating emerging credit risks across bank products., • Strong knowledge and understanding of interest rate, capital allocation and liquidity market to include fraud, operations, and compliance risk., • Executive-level business acumen in the areas of bank credit, finance and bank industry practices., • Bank credit risk consulting skills to include gathering and synthesizing business requirements and communicating and/or facilitating constructive opportunities to a variety of audience levels including senior management., • Experience collaborating with key resources and stakeholders, influencing decisions, and managing work to achieve strategic goals required., • Experience leading and developing high quality committee, regulatory and executive reporting and responses as needed., • Strong track record of driving change across risk areas, risk tools, asset classes and processes., • Demonstrated ability to manage and drive multiple remediation activities to completion timely and with high degree of quality. What sets you apart: • Proven track record at fin techs or large banks for driving large scale initiatives or platforms., • Experience in AI/ML or other complex initiative executions., • Balanced experience and skills across analytics and program leadership / execution. Compensation range: The salary range for this position is: $189,370 - $361,950. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Required Qualifications: • Active and valid FINRA Series 7, • Active and valid FINRA Series 66 (may be obtained with a 120-day COE), • 1-3 years of experience in the financial services industry Preferred Qualifications: • Experience servicing high net worth clients, • Bachelor’s Degree In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description Our client is seeking to add a Junior Financial Advisor to their team. This is a Jr role, they are looking for someone they can train, the ideal years of experience would be 3 - 7 years of experience, and no more than 10 years. Thank you for your support and partnership Full Time:& Monday-Friday, 8:30am-4:30pm We’re seeking a& Junior Financial Advisor& to join a local Tampa NW fast-growing advisory firm and work directly with& existing clients& while helping close& inbound leads—no cold calling or prospecting required. This is a client-facing role ideal for someone who is& coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities • Build relationships with existing clients and help manage their financial portfolios, • Close new business from warm inbound leads—no hunting or cold outreach, • Learn and implement the firm’s financial planning process and client service model, • Present and manage& index annuity& and& insurance-based& investment strategies, • Conduct client reviews, portfolio updates, and retirement planning sessions, • Maintain accurate records in CRM and financial planning software, • Collaborate with senior advisors and support staff to ensure seamless client experiences, • Series 65 license& (required), • Florida 215 Insurance License& (preferred), • Experience working with& Assets Under Management (AUM), especially& index annuities, • 10 Years or less of financial advisory experience, • Strong communication and relationship-building skills, • Efficient, organized, and able to manage multiple client relationships, • Financial planning and client service, • Investment product knowledge (annuities, retirement strategies), • Time management and follow-through, • Team collaboration and adaptability, • 2 weeks paid time off, • All major holidays off + Christmas week, • Medical, dental, and vision insurance plans, • 401(k) with employer match, • Access to investment company portfolios with no management fees

Job DescriptionFull Time: Monday-Friday, 8:30am-4:30pmWe’re seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads—no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO.Key ResponsibilitiesBuild relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leads—no hunting or cold outreach Learn and implement the firm’s financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required QualificationsSeries 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for SuccessFinancial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

Job Description Finanial Advisor Management Track Opportunity: Are you a motivated individual ready to step into a Fast Track Management role in Tampa, FL, US? We are looking for a candidate with exceptional customer service abilities and a drive for achievement in a high-energy, constantly evolving setting. If you thrive in dynamic environments, this position is perfect for you! Compensation: $100,000 - $185,000 at plan Responsibilities: Financial professional/Management/Partner • Recruiting and Developing Financial Professionals., • Help Financial professionals help their clients achieve their long-term financial goals., • Offer clients comprehensive financial planning services and sophisticated investment programs., • Recruit and develop your own team of financial professionals., • Your continued success and achievement in this role will allow you to work toward promotions to increasingly senior levels of management. Be supported by specialized teams with the flexibility to deliver customized plans to help your clients make complex financial decisions. Advanced training, additional licensing, and professional designations allow you to continuously grow your suite of offerings and practice. Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals., • Hire and lead your own group of financial professionals while serving as an associate partner., • Transition into management as an Associate Partner once you have achieved the program requirements., • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position., • Build a team of financial professionals and Financial Advisors., • Top-notch training and development. Learn how you learn best. • With a blended curriculum of in-person, virtual, and web-based learning. Pursue advanced education and professional designations from the American College. With New York Life covering your tuition for designations by The American College. Touch the lives of clients. • Help protect families and loved ones., • Help business owners fund a succession plan., • Help enable children to go to college., • Help ensure clients' needs and objectives are met.Qualifications:, • Seeking a self-motivated and enthusiastic individual interested in a challenging and fulfilling career opportunity., • Previous experience in sales is a must-have., • Being fluent in Spanish, Portuguese, or other languages would be beneficial., • Familiarity with cultural markets is a plus., • Expertise in insurance, finance, or related fields is essential., • Should have an interest in recruiting and nurturing new talent., • Willing to obtain FINRA Series 6,7, 63, and 66.About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client’s interests and priorities. We have over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #71 on Fortune 100 in 2019, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $120,000 yearly Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Create customized financial plans suitable for each client based on potential life changes and changing financial needsQualifications:, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Requires a Bachelor’s degree in finance, business administration, or related field, • Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese and KoreanAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength. • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer. • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description Position Title Credit Intern Department Credit Job Status Internship - Temporary Compensation $20/hr Timeframe Summer 2026, 10 weeks May 18 through July 24 Holidays off: 5/25, 6/19 Schedule 30-40 hours per week, M-F 830am-5pm Deadlines Application period December 8, 2025 through January 9, 2026. Applicants selected for an interview will be notified Feb 9 - Feb 13. Our Company We build relationships- with each other, with our clients and with our community. At The Bank of Tampa, we are invested in you. By providing an inclusive, equitable and accessible environment, we learn from our differences and gain strength through the diverse perspectives and experiences of our workforce and our client base. Since first opening in 1984, The Bank of Tampa has focused on serving Tampa Bay professionals and owner-managed businesses, which has given us an insight into our community that other banks simply cannot match. Our lenders and their teammates use their deep understanding of the area to help our clients establish professional, cultural and social ties that benefit their businesses, their families, and themselves. Our support teams further enhance those relationships by providing personalized service with each interaction. We are committed to providing the highest level of banking services while nurturing a strong and lasting professional relationship that contributes to our client’s success. Position Overview A Credit Internship at The Bank of Tampa is a highly competitive program. This 10-week, paid summer program is designed to provide you with an opportunity to join our Credit Department where you will be given opportunities for active learning, while being introduced to the fundamentals of banking. An appointed mentor will guide you through the experience. You will be provided with meaningful opportunities to apply learned concepts and skills via real-world assignments. Qualifications • Must be 18 years or older., • Recent college graduate or student entering their Junior or Senior year, pursuing a bachelor’s degree in Accounting, Finance, Economics or business-related field from an accredited college or university., • GPA of 3.2 or higher., • Available to work all 10 weeks of the program. We’re proud to be a community bank rooted in local partnerships, and we love welcoming interns from nearby colleges and universities. Students from these schools will receive priority consideration; however, all qualified candidates are welcome to apply. Attributes for Success • Strong oral and written communication skills, • Analytical, organized and ability to learn quickly, • High degree of curiosity and enthusiasm for learning, • Collaborative spirit, upholds banks’ ethics and protects clients’ interest, • High level of professionalism, • Proficient in Microsoft Office Suite What to Expect • First Day: Orientation, Welcome & Bank Overview, • Week One: Shadowing and learning about other key roles throughout The Bank of Tampa, with opportunities to network with department leaders and executives., • Prepares all required financial spreads using the Abrigo system., • Completes global cash flows and assesses repayment ability on commercial loans., • Works to understand the consumer underwriting standards., • Shadows the credit operation team to understand the flow of credit documentation through the system., • Communicates effectively with all levels of Bank staff and tailors communication (e.g. content, style and medium) to diverse audiences., • Responds to client and co-worker needs in a timely and professional manner to accomplish daily tasks with minimal supervision while consistently meeting service standards., • During the final week, will prepare and present a summary of the internship experience to leaders and executive team members., • Last Week: Recap, review and sharing sessions. Additional opportunities for shadowing and learning about other key roles throughout The Bank of Tampa, with opportunities to network with department leaders and executives., • An onboarding advisor will greet and prepare you for your internship experience, be your point of contact for any questions you may have and will remain connected with you for future opportunities at the bank., • An assigned mentor will support and guide you throughout your internship. Primary Duties and Responsibilities • Consistently delivers outstanding client service with a positive attitude and willingness to help at all times., • Follows all bank policies and procedures., • Willingness to ask questions., • Maintains a position of trust and responsibility by keeping all client business confidential., • Works in a team environment, interacting with co-workers and management in a professional manner., • Takes detailed notes during training, shadowing and observing and refers to them as needed., • During your last week, you will create a presentation that highlights your internship experience and share it with leaders and members of the executive team. Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work. Make a meaningful difference in our community through our service and financial support Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER A DRUG FREE WORKPLACE E-VERIFY EMPLOYER

Job Description At Ignite Financial Advisors, we’re looking for motivated individuals ready to build rewarding careers as financial advisors. This role is designed for those who want to help clients achieve financial clarity while also creating their own path to long-term success. This position is in our Tampa, FL office and includes a full-time Monday-Friday schedule. What We Provide • One-on-One Mentorship – Direct coaching from experienced leaders in financial planning, • Comprehensive Training – Covering financial planning, marketing, consultative selling, client service, and compliance, • Excellent Earning Potential – Top advisors can earn $100,000+ in their first year; compensation is primarily performance-based, • Opportunities for Advancement, • Fast Track to Leadership - with clear paths into District Manager, Field Vice President, and other advanced roles, • Identify and set appointments with prospective clients - leads provided., • Collaborate with a mentor to assess client needs and goals., • Develop and execute a personalized marketing plan., • Create customized financial plans tailored to each client’s objectives., • Build and maintain strong client relationships over time., • Associate or Bachelor’s degree (business or related field preferred)., • Insurance or Securities Licensed or ability to obtain required licenses., • U.S. Citizen or Permanent Resident., • Strong drive, coachability, business mindset, and commitment to helping clients succeed. Ready to start your career as a Financial Advisor with Ignite? Apply today and take the first step toward building your future. About Company At Ignite Financial Advisors, we’re more than a financial planning firm—we’re a partner in building your future. Our mission is simple: to deliver independent, comprehensive advice that empowers you to make confident decisions at every stage of life. Our approach is holistic and detail-driven. From your company benefits package to your investment portfolio, we look at the full picture to ensure you’re maximizing opportunities and protecting what matters most. Above all, we are committed to building lasting relationships based on trust, clarity, and exceptional service. Your financial journey is personal, and at Ignite, we’re here to guide you with transparency and care—today, tomorrow, and every step ahead.

Job Description Are you passionate about finance and eager to make a real impact? Join us as a Financial Advisor at New York Life, where you'll leverage your analytical prowess and exceptional listening skills to guide clients toward financial stability and growth. This role offers a unique chance to craft a distinguished practice within a supportive environment that values your success. You'll be part of a team that prioritizes client interests, backed by our 170 years of industry success and top financial strength ratings. We're looking for individuals skilled in financial analysis, mutual funds, and estate planning. If you're ready to use your communication skills and attention to detail to help clients achieve their dreams, we encourage you to apply. Let's build a strong financial future together, for you and your clients. Compensation: $80,00 - $190,000 yearly at plan Responsibilities: • Analyze clients' financial situations to create tailored strategies that align with their goals effectively., • Develop personalized investment portfolios based on clients' specific preferences and requirements., • Promote a variety of financial products and services to expand the client base successfully., • Cultivate a team-oriented environment and actively seek opportunities for professional development., • Customize financial plans according to the client's life stages, professional qualifications, and long-term aspirations., • Offer well-informed investment guidance and educate clients on different available options., • Recommend appropriate insurance products such as life insurance, annuities, and long-term care insurance to clients., • Progress to higher roles as you advance your career within the company., • Gain expertise in the financial industry by obtaining certifications from The American College. Wealth Management, Retirement Planning, Business Solutions, and Estate Conservation., • Participate in diverse learning experiences, including in-person, virtual, and online training sessions, to enhance skills and knowledge.Qualifications:, • Holding or being willing to obtain a FINRA Series 6, Series 7 & 63/66 license is highly desirable for this position in Tampa, FL, US., • Possessing 2-15 Health & Life Insurance Licenses is a mandatory requirement., • Understanding the duties of a Financial Advisor or Consultant is a fundamental aspect of this role., • Proficiency in Microsoft Office, financial planning software, Google Suite, CRM systems, and related applications is essential., • Exceptional customer service skills are a must, including effective communication, interpersonal abilities, and math proficiency., • A degree in business administration, finance, or a related field is a prerequisite for applicants., • Commitment to assisting individuals with their financial needs is a key attribute sought., • Adherence to ethical practices is of utmost importance in this role., • Demonstrating a success-oriented and positive attitude is crucial for success., • Showing enthusiasm for the work is highly valued by our team in Tampa, FL, US., • Ability to handle pressure in a constructive manner is a necessary skill., • Setting long-term goals is vital for growth and development., • Being open to guidance and feedback is crucial for continuous improvement., • Striving to achieve excellence in all tasks is an expectation in this position.About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client’s interests and priorities. We have over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #71 on Fortune 100 in 2019, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

Job DescriptionLocated in Tampa, FL Salary: $50-$200K (base + commission) Junior Financial Advisor - Client-Focused & Growth-Oriented Compensation: Base salary $50,000-$60,000 + uncapped commission (earning potential up to $200,000 annually) Full Time: Monday-Friday, 8:30am-4:30pm We're seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm to work directly with existing clients while helping close inbound leads-no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive and willing to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities • Build relationships with existing clients and help manage their financial portfolios, • Close new business from warm inbound leads-no hunting or cold outreach, • Learn and implement the firm's financial planning process and client service model, • Present and manage index annuity and insurance-based investment strategies, • Conduct client reviews, portfolio updates, and retirement planning sessions, • Maintain accurate records in CRM and financial planning software, • Collaborate with senior advisors and support staff to ensure seamless client experiences, • Series 65 license (required), • Florida 215 Insurance License (preferred), • Experience working with Assets Under Management (AUM), especially index annuities, • 10 Years or less of financial advisory experience, • Strong communication and relationship-building skills, • Efficient, organized, and able to manage multiple client relationships, • Financial planning and client service, • Investment product knowledge (annuities, retirement strategies), • Time management and follow-through, • Team collaboration and adaptability, • 2 weeks paid time off, • All major holidays off + Christmas week, • Medical, dental, and vision insurance plans, • 401(k) with employer match #3379boost Express Office: Tampa (Northwest) 5011 West Hillsborough Avenue Suite C Tampa, FL 33634

Job DescriptionFull Time: Monday-Friday, 8:30am-4:30pmWe’re seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads—no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO.Key ResponsibilitiesBuild relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leads—no hunting or cold outreach Learn and implement the firm’s financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required QualificationsSeries 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for SuccessFinancial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

Job DescriptionLocated in Tampa, FL Salary: $50-$200K (base + commission) Fixed Index Annuity Specialist & Retirement Income Advisor Tampa FL Compensation: Base salary $50,000-$60,000 + uncapped commission (earning potential up to $200,000 annually) 8:30am-4:30pm, M-F We're seeking a knowledgeable and client-focused Annuity Specialist to join a growing financial advisory team. This role is ideal for someone with deep expertise in fixed index annuities, strong analytical skills, and a passion for helping clients optimize their retirement strategies. You'll manage and enhance our existing annuity book of business, identify upgrade opportunities, and deliver tailored solutions aligned with evolving client goals. Key Responsibilities • Review & Analyze Contracts: Evaluate current annuity holdings to identify upgrade or exchange opportunities, • Surrender Charge Calculations: Accurately calculate and explain surrender fees and implications to clients, • Product Expertise: Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies, • Client Education: Clearly communicate annuity mechanics and upgrade benefits in client-friendly language, • Illustrations & Comparisons: Run and interpret product illustrations to demonstrate performance and added value, • IMO Collaboration: Partner with Independent Marketing Organizations to source competitive product options, • Consultative Sales: Present upgrade opportunities in a needs-based, solution-oriented manner, • Data Management: Collect and organize client data, policy details, and supporting documentation, • Proven experience with fixed and fixed index annuities, • Strong understanding of surrender schedules and annuity product structures, • Ability to simplify complex financial concepts for clients, • Excellent communication, organization, and analytical skills, • Self-motivated and proactive in identifying client opportunities, • Experience with insurance carriers, IMOs, or broker-dealer platforms (preferred), • Detail-oriented with a strategic mindset, • Comfortable discussing financial products and upgrades with clients, • Motivated by client success and long-term outcomes #3379boost Express Office: Tampa (Northwest) 5011 West Hillsborough Avenue Suite C Tampa, FL 33634

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

Job Description Junior Financial Advisor – Client-Focused & Growth-Oriented Tampa, FL Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) If you post this job on a job board, please do not use company name or salary. Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No End Client : Sandy Morris Financial Recruiter Note: Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally, only local candidates will be considered for this position. Thank you for your support and partnership Full Time: Monday-Friday, 8:30am-4:30pm Were seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leadsno cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leadsno hunting or cold outreach Learn and implement the firms financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

Job Description We’re seeking a& Junior Financial Advisor& to join a local Tampa NW fast-growing advisory firm and work directly with& existing clients& while helping close& inbound leads—no cold calling or prospecting required. This is a client-facing role ideal for someone who is& coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities • Build relationships with existing clients and help manage their financial portfolios, • Close new business from warm inbound leads—no hunting or cold outreach, • Learn and implement the firm’s financial planning process and client service model, • Present and manage& index annuity& and& insurance-based& investment strategies, • Conduct client reviews, portfolio updates, and retirement planning sessions, • Maintain accurate records in CRM and financial planning software, • Collaborate with senior advisors and support staff to ensure seamless client experiences, • Series 65 license& (required), • Florida 215 Insurance License& (preferred), • Experience working with& Assets Under Management (AUM), especially& index annuities, • 10 Years or less of financial advisory experience, • Strong communication and relationship-building skills, • Efficient, organized, and able to manage multiple client relationships, • Financial planning and client service, • Investment product knowledge (annuities, retirement strategies), • Time management and follow-through, • Team collaboration and adaptability, • 2 weeks paid time off, • All major holidays off + Christmas week, • Medical, dental, and vision insurance plans, • 401(k) with employer match, • Access to investment company portfolios with no management fees

Job Description Position Overview The Trust Officer will be responsible for the administration of a diverse book of fiduciary accounts, including personal trusts, estates, investment management, and agency relationships. The Trust Officer will serve as a key liaison between the bank and its clients, ensuring fiduciary responsibilities are met with integrity, precision, and personalized service. In addition to account management, the Trust Officer will play an active role in identifying and cultivating new business opportunities to support the bank’s growth strategy. Primary Duties and Responsibilities • Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times., • Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction., • Demonstrated expert ability and knowledge in leading and participating in new client relationship building, needs assessment and long-term collaboration with Wealth Management Team delivering trust and estate planning solutions to meet the clients’ goals., • Exhibits ability to foster respect in the legal and accounting professional community to obtain referrals from COIs who advise high net-worth families on strategies and techniques., • Understands risk management issues and works through on-boarding process for compliance with applicable laws and internal procedures., • Administers trust and estate accounts in accordance with governing documents, bank policies, and applicable laws and regulations., • Functions as a relationship manager for assigned accounts, maintaining regular communication with clients, beneficiaries, attorneys, and financial advisors., • Collaborates with internal trust groups including investments, tax, compliance, and operations to deliver comprehensive fiduciary solutions., • Interprets and applies trust instruments, wills, and legal documents to ensure proper execution of fiduciary duties., • Oversees account reviews, distributions, and investment performance to ensure alignment with client goals and fiduciary standards., • Maintains current knowledge of fiduciary law, banking regulations, and industry best practices., • Active leadership in community organizations and activities as an ambassador of the brand. Business Development Responsibilities • Proactively identifies opportunities to expand existing client relationships and attract new trust and estate clients., • Partners with retail, commercial, and wealth management teams to cross-sell trust services and support integrated financial planning., • Participates in community and professional events to enhance visibility and promote the bank’s fiduciary capabilities., • Assists in the onboarding of new accounts, including proposal development, client presentations, and coordination with legal and compliance teams., • Contributes to strategic initiatives aimed at growing the trust department’s market share and enhancing client experience. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications • Minimum of 7 years of experience in trust administration, estate planning, or fiduciary services within a bank or financial institution., • Strong understanding of fiduciary principles, estate and gift taxation, and financial planning., • Excellent communication, client service, and organizational skills., • Ability to manage complex relationships and sensitive family dynamics with professionalism and discretion., • CTFA (Certified Trust Financial Advisor) designation; CFP, CPA, or JD with relevant fiduciary experience may be considered., • Proven success in managing high- net-worth relationships and complex trust structures., • Experience with regulatory compliance in a bank trust department., • Commitment to continuing education and professional development in fiduciary services. Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust, and respect are the underlying principles by which we work. Make a meaningful difference in our community through our service and financial support. Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules, and regulations, and maintain open and forthright communication with our regulators. Benefits You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight: • Eligibility for health, dental, vision, life and disability insurance coverages, • Retirement Plan - 401k with matching, • ESOP- Employee Stock Ownership Plan, • Time away from work – vacation time, sick time, and holidays, • Paid parental leave., • Tuition Assistance A DRUG FREE WORKPLACE E-VERIFY EMPLOYER

Job Description We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal candidate knows how to get the sale, leaning into their strong communication and interpersonal skills to convert potential customers into new clients. We offer a base salary plus a robust commission plan. If this sounds like the perfect fit for you, start your application today! Compensation: $100,000 - $150,000 yearly Responsibilities: • Attend online and in-person meetings, trainings, trade shows, and sales events, • Keep company abreast of new business development opportunities, account status, potential customers, customer needs, and competitive issues using CRM, • Create and fulfill a customer acquisition strategy for your sales territory, • Speak to potential customers to introduce our services or new products, • Ensure customer needs are met by staying on top of our services and product, competition, and market conditions in the home services industryQualifications:, • Applicants should have 3-5 years of sales experience for this role, • A bachelor’s degree or high school diploma is preferred, • CRM experience preferred, • To be successful in this role you must have strong negotiation, communication, interpersonal, and customer service skills, • Must have reliable transportation and valid driver’s license, • Bilingual preferred, • Great working attitude, disciplined, and willing to work hard About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength. • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer. • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity., • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description Ardurra’s innovative water and wastewater engineers collaborate closely with clients to plan, design, permit, and construct systems that address their needs comprehensively. This approach allows our clients to make smarter investments, resulting in lower life cycle costs and additional benefits. As a recognized leader in the Southeast's water industry, Ardurra's projects encompass treatment and infrastructure initiatives for municipal and institutional clients. Our work ranges from drinking water supply to water reuse and wastewater management. The Client Management team plays a vital role as a trusted advisor to long-time existing clients and new clients. This highly strategic position is ideal for someone who takes pride in exceptional client service, innovation, and collaboration. Primary Function The Client Service Manager will focus on a mix of established client business growth, project delivery leadership, and mentoring of engineering staff. The position will collaborate with regional and national water/wastewater engineering expertise to share resources and leverage capabilities to expand Ardurra’s Tampa area business. The role will have the opportunity for mentorship from an established and successful Client Service team and should be appealing to someone looking to grow their career in client services or make a move from a project delivery focused role. Primary Duties • Establish, nurture, and maintain strong relationships with both clients and staff, • Present solutions and outcomes to client and internal stakeholders, • Establish innovation and solutions through inquisitive-minded client engagement and listening skills, • Develop proposals as required in response to requests for proposals/qualifications and lead Ardurra in teaming opportunities, • Collaborate and develop relationships with external strategic partners, • Bachelor’s Degree in Civil, Environmental, Mechanical or Chemical Engineering from an ABET accredited college is required, • Minimum of 8 years’ progressive experience required designing and delivering projects in the (relevant) market sector, • Experience in managing production and treatment projects as well and/or experience performing design and construction management, • Advanced understanding of principles and state regulations is required, • Candidate must be self-motivated, able to lead or assist a project team to completion of multiple projects simultaneously, • Ability to effectively communicate both verbally and in writing Why Ardurra? While Ardurra offers competitive compensation and rich benefits programs, it is our culture that truly sets us apart from our peers. We nurture a family-like culture, striving to create a work environment that is enjoyable, challenging and rewarding but also fun. We are acutely focused on developing our staff, whether through our internal Ardurra Academy or through our industry-leading Leadership program. We have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home. Ardurra is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation. NOTICE TO THIRD PARTY AGENCIES: Ardurra does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agency Agreement, Ardurra will not consider or agree to payment of any referral compensation or recruiter fee. If a resume or candidate is submitted to any hiring manager without a previously signed agreement, Ardurra reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. These candidates will be considered property of Ardurra. We’re not currently looking to add any more agencies to our list of approved vendors, so please do not contact any of our managers or recruitment team with sales calls or details of your candidates. #LI-BC1

Job Description At Blue Purpose, our mission is to empower senior care providers through transformative care-management technology. We are not just a software company; we are a purpose-driven team focused on helping caregivers, administrators, and clinical leaders deliver better outcomes through powerful, intuitive tools. If you’re seeking a career, passionate about healthcare, and innovation, we want to meet you. Job Title: Customer Success Manager Location: (Greater Tampa, FL area only) Salary: $33.65 pr/hr ($70,000/year) Overview We are seeking an experienced and relationship-driven Customer Success Manager to ensure our clients achieve maximum value from our solutions. The ideal candidate will serve as a trusted partner to our customers, driving adoption, engagement, and satisfaction while identifying opportunities for expansion and long-term retention. The CSM will own the post-implementation relationship with each customer—ensuring engagement, satisfaction, retention, and expansion—while acting as the bridge between clients and our product, training, and engineering teams. Responsibilities: Client Success & Retention • Serve as the primary point of contact for customers after go-live., • Drive adoption of our platform across client teams through training, best practices, and ongoing optimization., • Conduct regular check ins and performance reviews to ensure satisfaction and retention., • Maintain awareness of customer’s operation status and evolving needs., • Manage renewals and ensure contract satisfaction through proactive engagement., • Translate customer goals and issues into actionable feedback for Product and Development teams., • Monitor client utilization metrics, proactively addressing underutilization., • Partner with Implementation and Training teams during onboarding to ensure smooth transition to post-launch success management., • Conduct customer onboarding sessions to ensure successful product adoption., • Document client goals, configuration preferences, and success plans in CRM. Collaboration • Collaborate across Product, Support, Marketing, and Clinical teams to enhance customer communication and outcomes., • Identify opportunities to expand relationships through additional services or modules., • Maintain comprehensive documentation of interactions, agreements, and key account insights in CRM., • Contribute to the continuous improvement of Customer Success playbooks and resources. Qualifications • Bachelor’s degree in Business, Computer Science, or a related field., • 4+ years of experience in Customer Success or Account Management for a SaaS company (healthcare software)., • Strong technical aptitude; ability to communicate software concepts clearly to non-technical users., • Exceptional written, verbal, and presentation skills suited for both executive and frontline audiences., • Highly organized, empathetic, and capable of managing multiple facilities simultaneously., • Familiarity with healthcare operations, and regulatory environments, • Strong knowledge of all business applications related to the operations of a Care Center like PCC, Matrix, UKG, etc. Core Traits • Strategic relationship builder and trusted advisor., • Data-driven and comfortable using dashboards and analytics., • Calm, professional, and resourceful under pressure., • Clients achieve measurable ROI, improved compliance, and higher satisfaction through VIBE., • High renewal and engagement rates across assigned accounts., • The CSM is viewed as a strategic partner, not a vendor. Why Join Us? • Competitive compensation + full benefits (WFH, medical, dental, vision, life, AD&D, 401k, PTO, Holidays), • Play a pivotal role in helping LTC providers transform care delivery through technology, directly influencing resident outcomes and staff efficiency., • If you’re passionate about learning and growing, have a heart for Long Term Care, and thrive in a startup environment, we’d love to hear from you. Apply now and help providers deliver better care through effective technology adoption. Company DescriptionABOUT BLUE PURPOSE. Blue Purpose is transforming the long-term care industry through technology, data, and AI. Our flagship products, unifies operations, compliance, clinical, and financial insights into one intelligent platform that empowers caregivers to deliver better care and improve outcomes.ABOUT BLUE PURPOSE. Blue Purpose is transforming the long-term care industry through technology, data, and AI. Our flagship products, unifies operations, compliance, clinical, and financial insights into one intelligent platform that empowers caregivers to deliver better care and improve outcomes.

Job DescriptionSalary: $80,000-$150,000 Join Our Winning Team as a Mortgage Loan Advisor! Are you ready to take your career in mortgage sales to the next level? Look no further! We are 14 Days to Close, an award-winning independent branch of PRMG, Paramount Residential Mortgage Group, a nationally top-ranked, independently owned direct mortgage lender. Our team has consistently been at the forefront of excellence, and we are looking for dynamic professionals like you to join us on a journey of personal and professional growth. As their #1 loan officer since 2016, I invite you to be a part of our continued success! Why Choose 14 Days to Close and PRMG? Unlimited Earning Potential:We reward your hard work and dedication with competitive pay and unlimited earning potential. The sky's the limit! Personal and Professional Growth:Join a team where personal and professional growth are not just buzzwords but a way of life. Receive regular coaching and mentorship from some of the nation's best, ensuring you reach your full potential. An Abundance of Fresh Online Leads from Zillow and Realtor.com:We regularly market in three of Florida's hottest markets via the most popular online platforms for consumers. Top-Producing Partner Network:Access an established network of top-producing partner real estate agents who will work with you hand in hand to close more deals. Cutting-Edge Technology:Thrive in a tech-oriented environment with a cutting-edge tech stack, including integrated AI, that makes your job easier and more efficient. In-House Processing and Underwriting:Enjoy the benefits of in-house processing and underwriting, resulting in quick and efficient loan closings. Close as quick as cash! Extensive Portfolio of Loan Products:Offer your clients a wide range of loan products and competitive rates to meet their unique needs. Qualifications: • Confident and Charismatic:We seek individuals who can build rapport and connect with clients effortlessly., • Thrives in a Fast-Paced Environment:Our team operates in a fast-paced, team-focused atmosphere where your drive and determination will shine., • Tech-Savvy:Embrace the latest technology tools to streamline your work and enhance the client experience., • In-Office Role:This position is in our beautiful downtown Tampa office on exclusive Harbour Island. We are NOT REMOTE - instead, we thrive off each other's energy!, • Flexibility:We strongly prefer candidates who are available to work some nights and weekends. We believe in flexibility in meeting our clients' needs when and where they require us. Responsibilities • Assist clients in navigating the mortgage process by providing expert guidance on loan options and terms., • Process loan applications efficiently while ensuring compliance with TILA regulations., • Utilize financial software to analyze client financial situations and recommend suitable mortgage solutions., • Maintain accurate records and contracts, ensuring all documentation is complete and up-to-date., • Collaborate with team members to streamline loan origination and enhance customer service., • Stay informed about industry trends and changes to provide clients with the best advice. License Requirement: • Florida MLO license THIS IS A PHONE INTENSIVE PERFORMANCE-BASED SALES POSITION WITH THE MAJORITY OF COMPENSATION COMING FROM PRODUCTION.You can't coast and collect a paycheck in this role. We are ONLY seeking full-time, committed sales professionals who want to advance to the next level. We will give you all the tools to succeed. If you commit to us, we will commit to your success. If you can't commit to a full-time effort and don't think you have what it takes to be a top producer, please DO NOT APPLY. IN OFFICE ONLY - IF YOU ARE LOOKING FOR REMOTE WORK, DO NOT APPLY

Job Description Why CCI? CCI Systems, Inc. is an Employee-Owned Telecommunications Company based in Iron Mountain, MI with 60+ years of industry knowledge and experience. Our outstanding team-based work culture and environment has allowed us to grow, develop, and retain long-term employees. We offer a comprehensive benefits package, competitive pay, flexibility, paid on the job training, professional development, and inspire you to be bold, yet accountable. We value our employees’ hard work and determination and REWARD results all while having fun! We are seeking a Business Development Strategist who will operate as a consultative growth leader responsible for driving strategic engagements across CCI Systems’ Consulting Solutions portfolio—including feasibility studies, network expansion and capex planning, due diligence, grant funding support (BEAD and others), site acquisition, etc. This role is focused on identifying, developing, and closing new business opportunities with cable operators, fiber providers, FTTH companies, ISPs, energy and gas utilities, wireless entities, data center operators, tribal operators, and beyond. With a deep understanding of broadband infrastructure and public-private funding dynamics, the Business Development Strategist serves as a trusted advisor to clients navigating complex technical and financial decisions. This role partners closely with Regional Account Managers, functioning as an embedded overlay resource to accelerate pipeline velocity and expand wallet share within existing accounts. They bring domain expertise, strategic insight, and solution fluency to client conversations by translating technical capabilities into business outcomes. The ideal candidate combines consultative selling acumen with a strong grasp of network architecture, regulatory frameworks, and buying drivers. Responsibilities • Identify and qualify new business opportunities across broadband, fiber, utility, wireless, and other communication network infrastructure sectors., • Develop and execute go-to-market strategies for market development consulting services., • Contribute to the development of frameworks, templates, and playbooks for consulting services., • Partner with Regional Account Managers (RAMs) as a strategic overlay to drive consultative sales., • Participate in RFP responses and collaborate with functional groups required for completion., • Collaborate with marketing to analyze market trends and competitive dynamics, identifying opportunities that inform outreach strategies and positioning., • Serve as a trusted advisor to clients—translating technical solutions into business value., • Co-chair annual business reviews and client meetings to identify opportunities for future business., • Lead discovery sessions to understand client pain points, funding goals, and infrastructure needs., • Present tailored consulting offerings that align with client objectives, funding opportunities, etc., • Build and nurture long-term relationships with key stakeholders across public and private sectors., • Collaborate with consulting engineers to create and oversee feasibility studies, due diligence assessments, and ROI modeling and other related networks consulting engagements., • Influence deal strategy, pricing, and proposal development for consulting-led opportunities., • Accelerate pipeline velocity by identifying cross-sell and upsell opportunities within existing accounts., • Leverage CRM to track and report on engagements, progress, conversion rates, and revenue impact., • Support scoping and kickoff of consulting engagements to ensure alignment with client expectations., • Collaborate with delivery teams to ensure seamless handoffs and execution of scoped work., • Provide feedback loops to improve service offerings, pricing models, and delivery methodologies., • Represent CCI Systems at industry events, conferences, and webinars as a subject matter expert., • Stay current on federal/state funding programs, regulatory changes, and emerging technologies., • 5+ years of experience in technical product development (including go-to-market planning and successful product/service launches), technical sales, business development, broadband, IT, fiber, telecommunications, or related infrastructure sectors., • Bachelor’s degree in Business Administration, IT, or a related field preferred., • Proven track record of driving accretive product growth., • Documented success in closing consulting or technical engagements valued at $50,000+, with evidence of exceeding sales targets., • Strong communicator, systems thinker, and strategic executor., • Experience with tools like LinkedIn Sales Navigator, Copilot Studio, and CRM platforms., • Experience with Microsoft office tools and industry leading CRM tools., • Ability to think strategically and manage multiple customers and projects simultaneously., • Proven ability to be self-motivated, manage time, and effectively prioritize and execute tasks in a high-pressure environment., • Demonstrates a solid understanding of business finance to support strategic decision-making and solution alignment. Additional Information • 25% travel nationwide is required., • Must have a valid driver's license with an acceptable driving record., • Compensation: base salary range 120k-150k plus quarterly incentives., • Benefits: healthcare, retirement, paid leave (e.g., sick leave, PTO, company holidays), life insurance, AD&D, short-term disability, FSA, education reimbursement, wellness reimbursement, and employee assistance program (EAP). #LI-DNI

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact Account Executive to join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Sales Executive - Commercial Lines Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-GK1 Powered by JazzHR gulaUHqrG1

Job Description OVERALL PURPOSE OF THE ROLE: A beauty advisor for the Charlotte Tilbury brand, will reflect the brand values and customer base. Responsible for achieving optimal financial results by maximizing top line sales potential and ensuring superior service to our customers. The Beauty Advisor is also responsible for anticipating needs while executing with excellence the sales, events, merchandising, among other tasks in this position. MAIN DUTIES AND RESPONSIBILITIES: • Sales, • Drive personal financial results in store to meet and exceed plan. Including Key Performance Indicators (KPI’s) – examples; Average Unit Sales (AUS) and Items Per Transaction (IPT), • Responsible for being specialist amongst the retail artistry brands, demonstrating entrepreneurial spirit within the parameters of the Company guidelines., • Customer Service, • Take every opportunity to extend exceptional customer service beyond the in-store experience., • Consistently promote the Tilbury Touch with the team and customers., • Ensure that the counter is ‘customer ready’ from open to close of business, • Maintain the required inventory levels and accurate stock files, • Implement visual merchandising, new launch displays and collateral placement as directed by the marketing team, • Raise operational issues for resolution in a timely manner, • Establish and develop a cooperative and mutually respectful relationship with the store retail team, • Maintain excellent counter hygiene standards, • Maintain the store standards and policies at all times

Job DescriptionDescriptionThe Director of Succession & Acquisitions will serve as a strategic consultant and project manager supporting advisory firm growth, succession, and transaction strategies within the wealth management ecosystem. This role requires a strong understanding of the financial advisory landscape, with particular emphasis on advisor succession planning, internal and external acquisitions, equity design, and partnership structures. The individual will work cross-functionally with firm owners, internal leaders, and external partners to ensure that transitions and transactions are thoughtfully structured, efficiently executed, and effectively integrated into ongoing operations. This position plays a key role in helping advisory firms evaluate enterprise value, design continuity plans, and execute both short- and long-term transition strategies. The Director will support initiatives that enhance firm scalability, strengthen governance models, and align ownership structures with growth and retention goals. Ideal Candidate Profile The ideal candidate is a strategic yet hands-on consultant with experience guiding advisory firms through succession, M&A, or enterprise development initiatives. They thrive in a consultative, relationship-driven environment and can navigate the financial, operational, and organizational complexities inherent in firm transitions. This individual combines analytical rigor, communication finesse, and execution discipline to help advisors achieve successful outcomes during periods of ownership change, capital formation, or expansion. Key Responsibilities • Serve as a consultative partner to financial advisors and firm leaders through all stages of succession and acquisition activity from discovery and valuation through execution and post-transition integration., • Develop and implement succession strategies for firm owners, including catastrophic succession planning, to ensure continuity and alignment with long-term business goals., • Analyze firm structures, financial statements, and operating models to identify opportunities, risks, and optimal transition frameworks., • Collaborate with internal and external stakeholders including finance teams, legal counsel, lenders, accountants, and executive leadership to coordinate due diligence, documentation, and funding., • Evaluate and advise on governance models, ownership structures, and capital sourcing strategies to support scalable and sustainable firm growth., • Support the design and implementation of minority equity, synthetic equity, and incentive-based compensation programs aligned with performance and retention objectives., • Provide financial analysis and modeling to assess enterprise value, transaction scenarios, and long-term financial outcomes for advisors and firm owners., • Bachelor’s degree in Finance, Business, Economics, or related field., • 3–5 years of experience in management consulting, corporate development, practice consulting, or M&A advisory within the wealth management, financial services, or RIA industry., • Demonstrated experience partnering with financial advisors and firm executives on succession planning, M&A, or enterprise consulting engagements., • Strong financial modeling and analytical skills, with the ability to interpret and communicate complex data clearly and effectively., • Experience reviewing and interpreting legal documents, transaction terms, and ownership structures., • Exceptional project management, organizational, and interpersonal skills capable of managing multiple workstreams and priorities simultaneously., • Highly motivated self-starter with a “doer” mentality who thrives in a fast-paced, dynamic, and collaborative environment.Location / Schedule, • This position will work in our Tampa, FL office. Remote work will be considered for well qualified candidates, • Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays, • Occasional evening/weekend hours may be requested, • Ability to travel up to 25%Job Type, • Full-time, Exempt, • 401(k) matching, • Equity, • Dental insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance

Job Description #IND123 Job ID 22847 –Sales Marketing Associate Location: Tampa, 33626 – This position is onsite Pay: $45,000-$55,000 annually based on experience Monthly commission Type: Direct hire Schedule: Core office hours are Mon-Fri 8:30am - 5:30pm est Career outlook: Strong growth potential, benefits including 401k with match. Summary: Entry-level sales roles. These individuals will work closely with senior members of our Sales team to nurture and expand existing client accounts, with the goal of progressing into a full-time Marketing Consultant role managing their own book of business. Job description: • Client Relationship Management: Build and maintain strong relationships with existing clients to drive satisfaction, retention, and account growth., • Consultative Sales & Upselling: Identify opportunities to cross-sell and upsell seminar marketing services aligned with client goals and industry trends., • Strategic Advisory: Act as a trusted advisor by understanding client business models and demonstrating the ROI and value of our marketing events., • Performance Analysis: Deliver campaign insights, data-driven recommendations, and optimization strategies to enhance client outcomes., • Collaboration & Client Success: Serve as the primary post-sale contact, ensuring seamless onboarding and repeat engagements while partnering with internal teams to exceed expectations. Nice to have: • HubSpot, • Salesforce, • Insurance industry, • Financial industry Requirements: • Must have (3)+ years of experience with client-facing account management in marketing, • Proven ability to sell, upsell, cross-sell, • Must be computer proficient to use CRMs, • High school diploma or equivalent, • Background check required

Job Description Company Profile: Albertelli Law (ALAW) was founded in 1997 and is a full-service law firm representing institutional and private lenders in multiple states across the US. ALAW’s expanding practice includes foreclosure, bankruptcy, consumer collections, commercial finance, complex litigation, appellate practice, regulatory compliance, and attorney closing services. ALAW has a strong commitment to the community and development of the law, as evidenced by its pro bono endeavors, publications on issues of first impression, and development of political action in the area of legal professionalism. With the strategic vision and collaborative efforts of accomplished industry veterans, seasoned attorneys and operational experts, ALAW is committed to superior performance and technological innovation. Furthermore, ALAW’s commitment to technology and effective case management provides the scalability and transparency necessary to provide unparalleled representation in an ever-changing legal landscape. Description: • An established, multi-state real estate and creditors' rights law firm is seeking a qualified associate attorney to support its Florida practice., • This position offers a competitive salary and benefits package based on experience. Requirements: • The candidate must be a member in good standing of the Florida Bar., • Applications will be accepted from newly licensed attorneys, 0-5 years of litigation experience., • The candidate must be able and willing to handle a significant volume of cases within the field of creditor's rights., • The candidate must be familiar with resolving issues in discovery practice, depositions, and conflict resolution., • Appellate experience and knowledge of TILA, RESPA, FDCPA, and the Bankruptcy Code are preferred. The candidate must demonstrate strong leadership skills, written and verbal communication skills, and must be willing to assist in growing the firm’s presence as a top-performing firm., • The candidate must value reputation and be willing to proactively develop relationships in the industry to be viewed as a trusted partner and advisor by both clients and colleagues., • Court appearances will be required, and some attendant travel may be required., • The candidate must be familiar with the Florida legal system, and must exhibit a commitment to superior client support, confidence, and unfettered judgment. Certifications • Active membership of the Florida Bar is required., • Additional Bar licenses are a plus. Skills • Strong leadership abilities with a focus on team collaboration and mentoring., • Excellent written and verbal communication skills to articulate complex legal concepts clearly., • High level of analytical and problem-solving skills, with a proactive approach to legal challenges., • Commitment to providing superior client support and exercising sound judgment in all matters. Benefits • Comprehensive health insurance coverage., • Dental and vision insurance options., • Retirement plan to support long-term financial wellness., • Life insurance for added security., • Paid time off to promote work-life balance., • Referral program to incentivize employee contributions. Address: 5404 Cypress Center Drive, Suite 300, Tampa, FL 33609. #LI-Remote This is an exceptional remote opportunity for a dedicated attorney to make a significant impact within a reputable law firm while advancing their career in a supportive and dynamic environment. ALAW is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, pregnancy, sexual orientation, gender identity, age, disability, veteran status, or any other protected characteristic under applicable federal, state, or local law.

Job DescriptionCloud Systems Architect Employment Type: Full-Time, Mid-levelDepartment: Information Technology We are seeking a Cloud Systems Architect with experience with cloud infrastructure to engineer and support public, private and hybrid clouds. The ideal candidate will be proficient in a variety of cloud hosts including Amazon Web Services and Microsoft Azure at a minimum. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- The candidate will be knowledgeable of the most recent updates and developments and act as an advisor to our customer in reference to the cloud management strategies to be employed to take advantage of the benefits offered by cloud computing such as being able to function without any restrictions to the workload, initiate as many workstations as necessary per time period and pay only for what they actually use. - The candidate will also work with the IT Security team to manage and maintain cloud systems security of the data and network resources. - The candidate will also be responsible for engineering on customer premise applications and systems interconnected to cloud resources. - Designs and defines system architecture for new or existing complex computer systems. - Determines systems specifications, input/output processes, and working parameters for hardware/software compatibility and maintenance of system security. - Coordinates design of subsystems and integration of total system. Identifies, analyzes, and resolves program support deficiencies. - Develops and recommends corrective actions. - May provide technical guidance for database administrators and software developers. Qualifications:- Experience with and a complete understanding of the technology required for cloud computing.- Experience with the skills to migrate applications to the cloud.- Be able to build relationships between the customers and the team members.- The ability and the knowledge to integrate services and tools to any and all areas to be used such as networks and data processing.- The ability and the knowledge to implement security information and event management to keep the customer's assets safe.- Experience with meeting or exceeding the requirements of cloud provider service-level agreements Experience with AWS and Azure.- Knowledge of a multitude of programming languages including Python, PHP, Java, Node and Ruby on Rails.- Typically a Bachelor's Degree and 6 years work experience or equivalent experience. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Client Development Financial Services Vice President Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Tampa, FL office as a Client Development Financial Services Vice President. As a Client Development Financial Services Vice President, you will be in a specialized client-facing role focused on growing business from existing clients and referrals, by providing holistic financial planning and portfolio service analysis. ABOUT THE ROLE • Grow business in a client-facing role from both existing and former high-net-worth clientele, as well as their referrals, who have assets more than $500k per household, • Work alongside an established sales and service support team, who will assist you in being successful within the role by managing client retention, lead generation, trading, and investment research, while you take on the responsibility to help our client’s high-net-worth clientele reach their financial goals, • Call current clients who have liquid assets outside of our client’s management, as well as generate referrals, to meet with the current, former, and prospective high-net-worth clientele via telephone and in-person meetings to gather additional new business, • Convey and present the firm’s investment management strategies to the high-net-worth clientele, which will include holistic financial planning and portfolio service analysis, • Obtain documentation from current, former, and prospective high-net-worth clientele needed to add accounts to our client’s firm Requirements • 5 or more years of experience with client-facing or production-based roles within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents—the firm will also assist you in obtaining the Series 65 within 60 days of start date, • Extensive market knowledge and understanding of capital markets and investment products, • Extensive experience with growing business via referrals, as well as high-volume phone activity and in-person meetings Benefits • Base salary to start with a gradual step-down decline; compensation also includes uncapped commission, as well as a quarterly bonus, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees), • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job DescriptioneDiscovery Technical AdvisorEmployment Type: Full-Time, Executive-LevelDepartment: Legal CGS is seeking a dedicated eDiscovery Technical Advisor to join a fast-paced and hard-working team to assist with any legal accounts. As an eDiscovery Technical Advisor, you will play a key role in supporting various aspects of the company's portfolio. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; - Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; - Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; - Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; - Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; - Contractor shall analyze search/collection results for data gaps; - Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; - handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; - Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; - Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; - Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; - Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; - Contractor shall document electronic discovery plans and procedures for each individual case; - Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; - Contractor shall provide eDiscovery collections on criminal cases. Qualifications:- 5 (five) years of eDiscovery/litigation support experience with a focus on client solutions.- 3 (three) years of progressive more responsible experience on major lit support projects.- 2 years in Relativity, beyond document review coding.- Excellent communication, presentation, and interpersonal skills with both eDiscovery technical teams and non-technical business leaders and team players.- Ability to work in a fast-paced environment and agile work environment.- Experience and familiarity with eDiscovery Services covering all realms of the EDRM (File to Trial).- Must be a U.S. Citizen.- The ability to obtain a U.S. Government security clearance (active clearance preferred).- BS/BA degree or equivalent work experience (JD highly preferred). Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Phone: +1 (888) 680-5916Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionSenior eDiscovery Technical AdvisorEmployment Type: Full-Time, Executive-LevelDepartment: Legal CGS is seeking a dedicated Senior eDiscovery Technical Advisor to join a fast-paced and hard-working team to assist with any legal accounts. As an eDiscovery Technical Advisor, you will play a key role in supporting various aspects of the company's portfolio. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; - Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; - Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; - Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; - Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; - Contractor shall analyze search/collection results for data gaps; - Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; - handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; - Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; - Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; - Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; - Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; - Contractor shall document electronic discovery plans and procedures for each individual case; - Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; - Contractor shall provide eDiscovery collections on criminal cases. Qualifications:- 5 (five) years of eDiscovery/litigation support experience with a focus on client solutions.- 3 (three) years of progressive more responsible experience on major lit support projects.- 2 years in Relativity, beyond document review coding.- Excellent communication, presentation, and interpersonal skills with both eDiscovery technical teams and non-technical business leaders and team players.- Ability to work in a fast-paced environment and agile work environment.- Experience and familiarity with eDiscovery Services covering all realms of the EDRM (File to Trial).- Must be a U.S. Citizen.- The ability to obtain a U.S. Government security clearance (active clearance preferred).- BS/BA degree or equivalent work experience (JD highly preferred). Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Phone: +1 (888) 680-5916Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: • Identify and set appointments with potential clients, • Meet with clients to assess their financial needs, • Develop customized financial plans to address each of the clients desired goals, • Maintain strong relationship with clients, helping them track their progress over time Some features this position includes: • One-on-one training from seasoned leaders in the local financial planning industry, • A comprehensive training program that includes financial planning, analyzing investment portfolios, management and portfolio recommendations, marketing techniques, consultative selling, client service and regulatory compliance, • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results, • Associate’s degree in business or industry-related field, • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office, • Must be a U.S. or Permanent Resident Job Type: Full-time Benefits: • Health insurance, • Life insurance, • Bonus opportunities Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best. \r\n\r\nBeing a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.

Job DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results. This role can be located in Vero Beach, Orlando or Tampa, FL. Responsibilities • Manage the day-to-day aspects of client engagements as a member of a team., • Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience., • Proactively maintain client relationships through excellent client service., • Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans., • Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports., • Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications., • Serve as a primary point of contact for client relationships., • Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner., • Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence, • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials., • Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed., • Complete client meeting notes and follow up tasks as required., • Coordinate the execution of trade orders with the Asset Management Department (AMD), • Develop a deeper technical expertise in general financial knowledge., • Identify additional planning or asset management opportunities in existing client relationships.Requirements, • Bachelor’s degree required in Economics, Finance or related field, • Must have 5 consecutive years (most recently) as IAR with Series 65 or a Series 7 and Series 66 combination OR, • Must be a registered representative (IAR) of firm for at least 2 years with Series 65 or 7 and 66 combination and at least 3 years immediately prior to IAR registration as any of one of the following: Registered rep of full service brokerage; CFA, CFP or CPA; Securities Portfolio Manager, • CFP Achieved or willing to pursue designation, • Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, • Previous experience working with financial planning software and planning deliverables, • Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce, • Clean Form U4 is required. U4 can not have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.Competencies, • Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines, • Excellent communication skills, both written and verbal, • Ability to find creative solutions to problems, devise strategies, and propose solutions, • Self-starter and able to perform job duties with little supervision, • Customer service oriented, with the ability to work independently as well as collaborate with team members, • Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues

Job Description District Manager – Ignite Financial Advisors At Ignite Financial Advisors, our District Managers play a pivotal role in developing the next generation of financial professionals. You’ll lead and mentor a dynamic team, create a high-performance culture, and drive meaningful business growth across your district. The ideal leader thrives in a fast-paced environment, sets a high standard for excellence, and knows how to inspire people to perform at their best. Compensation: $100,000+ Responsibilities: What You’ll Do • Lead & Develop Talent: Coach, mentor, and elevate a team of financial advisors and early-career professionals. Build a culture of accountability, high performance, and continuous development., • Drive Growth: Execute our proven systems and leadership framework to grow your district. Guide advisors in delivering an exceptional client experience and help them build strong, long-term relationships., • Problem Solve & Remove Barriers: Address day-to-day challenges related to advisor performance, client interactions, and operational issues. Ensure your district meets growth, activity, and development goals., • Champion the Client Experience: Ensure advisors follow a consistent planning and engagement process. Promote simple, modern solutions that make financial planning easier for clients., • Build Partnerships: Collaborate with internal partners, senior leadership, and your peer District Managers to execute strategies and deliver a unified, client-first experience., • Recruit & Develop Top Talent: Identify high-potential candidates, support hiring efforts, and grow your district with strong, values-aligned professionals. Qualifications: What We Are Looking For • Current Financial Advisor with minimum 1-2 years of experience., • Ability to drive strong personal production as compensation will be performance based., • Understanding of comprehensive financial planning., • Motivated and coachable entrepreneur looking to become the next VP of our firm. Who Thrives Here • Leaders who take ownership., • Coaches who build people, not micromanage., • Problem-solvers who stay calm under pressure., • Professionals who embrace growth and performance.About Company At Ignite Financial Advisors, we’re more than a financial planning firm—we’re a partner in building your future. Our mission is simple: to deliver independent, comprehensive advice that empowers you to make confident decisions at every stage of life. Our approach is holistic and detail-driven. From your company benefits package to your investment portfolio, we look at the full picture to ensure you’re maximizing opportunities and protecting what matters most. Above all, we are committed to building lasting relationships based on trust, clarity, and exceptional service. Your financial journey is personal, and at Ignite, we’re here to guide you with transparency and care—today, tomorrow, and every step ahead.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Fort Myers metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Fort Myers metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products, • Compensation will be tailored to the individual

Job Description Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard. We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business. • Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc., • Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies., • Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.), • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria, • Work with clients to deliver risk management strategies that fit their risk profiles, • Answer client calls and service requests in a timely manner, • Complete, submit and follow up on client applications, • Identify cross-selling opportunities to other lines of business within the company, • Report the progress of monthly/quarterly initiatives to stakeholders, • Maintain CRM database with clients and prospect, • Create and track personal commission (Excel), • 2+ years of relevant industry experience, • Current Florida 2-14/15 Life and Variable annuity license, • Estate planning and case design experienced preferred, • Knowledge of Microsoft Office applications, • Bachelor’s degree in related field preferred, • Strong customer service skills on the phone and face-to-face, • Passion for people, developing relationships and building your network, • Goal-oriented with a focus on achieving sales success, • Competitive compensation based on experience and ability to contribute to the firm, • Salary + Commission structure, • 401(k) match with Safe Harbor, • Profit Sharing Plan, • Paid Time Off, • All major holidays off, • Employer paid Health, Dental and AD&D Insurance, • Group voluntary Vision, Life and Disability Insurance

Join a global community of talented professionals to shape the future of AI. Earn up to $15 USD/hr and additional rewards based on quality of submission. \n Outlier is committed to improving the intelligence & safety of AI models. Owned and operated by Scale AI, we’ve recently been featured in Forbes for partnering experts with top AI labs to provide the high quality data for LLMs. We believe AI can only perform as well as the data it’s trained on. That’s why we work with contributors from all over the world, who help improve AI models by providing expert human feedback. This data has led to AI advancements for the world's leading AI labs and large language model builders. We’ve built a best-in-class remote work platform for our freelance contributors to provide valuable, specialized skills, and we in turn strive to provide them with a positive experience based on our core pillars of reliability, transparency, and flexibility. \n What you will be doing \n We are looking for someone who speaks fluent English to contribute their expertise toward training and refining cutting-edge AI systems. \n\n • Adopt a “user mindset” to produce natural data to meet the realistic needs you have or would use AI for.\n, • Use the tool of rubrics to address user needs in a structured way.\n, • Evaluate AI outputs by reviewing and ranking reasoning and problem-solving responses from large language models.\n, • Education: Bachelor’s degree or higher (or currently enrolled).\n, • Analytical and Problem-Solving Skills: Ability to develop complex, professional-level prompts and evaluate nuanced AI reasoning.\n, • Strong Writing: Clear, concise, and engaging writing to explain decisions or critique responses.\n, • Attention to Detail: Commitment to accuracy and ability to assess technical aspects of model outputs. Nice to Haves:\n • Experience in fields like literature, creative writing, history, philosophy, theology, etc.\n, • Prior writing or editorial experience (content strategist, technical writer, editor, etc.).\n

Job Description We are seeking an Office Manager to join our team! You will perform clerical and administrative functions in order to drive company success. Full Time or Part Time permanent position. Responsibilities: • Draft correspondences and other formal documents, • Plan and schedule appointments and events, • Greet and assist onsite guests, • Answer inbound telephone calls, • Develop and implement organized filing systems, • Perform all other office tasks, • Invoicing, keeping the books, data entry, • Previous experience in office administration or other related fields, • Excellent written and verbal communication skills, • Strong attention to detail, • Strong organizational skills, • Cheerful and energetic, • Experience with MS Word, and preferably Excel and QuickBooksCompany DescriptionOur firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.\r\n\r\nAn accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Job DescriptionSenior Tax Attorney or Partner Senior Tax Attorney / Partner - High Net Worth & Estate Planning Location: At any of our offices located in: Red Bank, NJ Little Falls, NJ New York City on a flexible hybrid basis. Compensation: Competitive Partner-Level Package ($250,000-$750,000+ Base Salary depending on ability to bring a portable book of business) + Benefits + Profit Sharing + Bonuses About the Role We are seeking a seasoned and strategic Senior Tax Attorney or Partner to join our respected and client-focused law firm. This role is ideal for a legal professional with deep expertise in tax law and estate planning, particularly for high net worth individuals and families. You'll be a key advisor in complex tax matters, trust and estate administration, and wealth management strategies-helping clients preserve and grow their legacies. This is a leadership opportunity for someone who thrives on sophisticated legal work, values long-term client relationships, and enjoys mentoring the next generation of attorneys. Key Responsibilities • Provide high-level legal counsel on tax law, estate planning, and trust administration, • Draft and review legal documents related to estates, trusts, and tax matters, • Advise high net worth clients on tax-efficient wealth management strategies, • Represent clients in tax disputes and negotiations with federal and state authorities, • Conduct in-depth legal research and deliver clear, actionable guidance, • Cultivate strong relationships with clients, financial advisors, and other stakeholders, • Mentor junior attorneys and staff in tax and estate planning best practicesQualifications, • Juris Doctor (JD) from an accredited law school, • Active bar admission in NJ and/or NY, • Minimum of 10+ years of experience in tax law and estate planning, • Proven track record working with high net worth individuals and families, • Portable book of business or proven ability to bring in business, • Deep knowledge of federal and state tax regulations and estate laws, • Exceptional analytical, communication, and interpersonal skillsWhy Join Us, • Work with a collaborative, high-performing legal team, • Engage in intellectually rewarding and impactful client work, • Enjoy flexibility in location and work arrangements, • Receive a competitive compensation package tailored to experience and contribution Benefits • Medical/Dental/Vision, • 401(k), • Origination Bonus, • Annualized Performance Bonus, • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 12/08/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.