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

Location: Florida Work Type: Full Time Regular Job No: 503743 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Remote | 504026 Texas | 503753 Missouri | 503751

Location: Florida Work Type: Full Time Regular Job No: 503743 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Remote | 504026 Texas | 503753 Missouri | 503751

Location: Florida Work Type: Full Time Regular Job No: 503743 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Remote | 504026 Texas | 503753 Missouri | 503751

Location: Florida Work Type: Full Time Regular Job No: 503743 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Remote | 504026 Texas | 503753 Missouri | 503751

Location: Florida Work Type: Full Time Regular Job No: 503743 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Remote | 504026 Texas | 503753 Missouri | 503751

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 Advocacy Advisor-Intermediate, you will within defined guidelines and framework, provide timely, accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies. Considers the unique situation and provides an appropriate resolution that balances the need of the company and the individual. 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, Phoenix, AZ, Colorado Springs or Tampa, FL. Relocation assistance is not available for this position. Work Schedule: Monday-Friday 8:30 am-6 pm (Time zone based on your location) What you'll do: * Acquires and applies industry knowledge of products, services, and processes to serve as the primary point of contact in the resolution of complainant concerns, submitted to Advocacy for escalated handling. * In accordance with business guidance and leadership oversight, examines the work performed by team members and vendor partners for any process or service failures identified within moderately sophisticated complaints that could encompass member harm concerns and/or failures. * Completes the end-to-end lifecycle to resolve logged consumer complaints and delivers outcomes verbally or written to complainants, leadership, and, on occasion, to regulators defined by Bank Advocacy procedures, to include detailed documentation requirements. * In collaboration with partners applies knowledge of Bank products, services, and processes to serve as a resource and advocate in the resolution of complaints of a routine nature. * Identifies business process opportunities and develops summaries to mitigate risks and call out process gaps through proper internal channels for resolution. * Communicates effectively in multiple platforms with complainants, executives, legal, other internal and external customers, and handles all interactions with professionalism and care. * Maintains knowledge of applicable Enterprise and Bank policies, procedures, and regulatory guidelines. * Optimally handles and prioritizes workload to consistently meet individual service level objectives. * Ensures risks associated with business activities are optimally identified, measured, supervised, 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. * 2 years of relevant customer service experience in a financial services, fraud, or insurance industry. * 2 years of demonstrated experience in conflict resolution and documentation to include researching and resolving complainant issues and member customer concerns in financial services. * Active CoSA specific licenses and state registrations as the need arises. * Demonstrated experience in difficult verbal communications and developing written communications through open discussion and proactive business partner engagement. * Experience multi-tasking and prioritizing in a fast-paced working environment ranging in complexity, while maintaining attention to detail What sets you apart: * Experience in complaint handling background with a large Bank. * USAA banking experience (within the last 2-3 years). * Experience with regulatory and consumer high risk complaint handling through verbal and written channels. * Risk and Root cause analysis background (efficient and effective research capabilities-de-escalation background beyond live phone calls, i.e. outbound campaigns, remediation efforts, etc.). * Technical writing skills and/or professional writing background with exposure, i.e. media, news. * De-escalation skillset and ability in resolving complaints timely. Salary: The salary range for this position is: $51,370 - $92,060. 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 Advocacy Advisor-Intermediate, you will within defined guidelines and framework, provide timely, accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies. Considers the unique situation and provides an appropriate resolution that balances the need of the company and the individual. 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, Phoenix, AZ, Colorado Springs or Tampa, FL. Relocation assistance is not available for this position. Work Schedule: Monday-Friday 8:30 am-6 pm (Time zone based on your location) What you'll do: * Acquires and applies industry knowledge of products, services, and processes to serve as the primary point of contact in the resolution of complainant concerns, submitted to Advocacy for escalated handling. * In accordance with business guidance and leadership oversight, examines the work performed by team members and vendor partners for any process or service failures identified within moderately sophisticated complaints that could encompass member harm concerns and/or failures. * Completes the end-to-end lifecycle to resolve logged consumer complaints and delivers outcomes verbally or written to complainants, leadership, and, on occasion, to regulators defined by Bank Advocacy procedures, to include detailed documentation requirements. * In collaboration with partners applies knowledge of Bank products, services, and processes to serve as a resource and advocate in the resolution of complaints of a routine nature. * Identifies business process opportunities and develops summaries to mitigate risks and call out process gaps through proper internal channels for resolution. * Communicates effectively in multiple platforms with complainants, executives, legal, other internal and external customers, and handles all interactions with professionalism and care. * Maintains knowledge of applicable Enterprise and Bank policies, procedures, and regulatory guidelines. * Optimally handles and prioritizes workload to consistently meet individual service level objectives. * Ensures risks associated with business activities are optimally identified, measured, supervised, 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. * 2 years of relevant customer service experience in a financial services, fraud, or insurance industry. * 2 years of demonstrated experience in conflict resolution and documentation to include researching and resolving complainant issues and member customer concerns in financial services. * Active CoSA specific licenses and state registrations as the need arises. * Demonstrated experience in difficult verbal communications and developing written communications through open discussion and proactive business partner engagement. * Experience multi-tasking and prioritizing in a fast-paced working environment ranging in complexity, while maintaining attention to detail What sets you apart: * Experience in complaint handling background with a large Bank. * USAA banking experience (within the last 2-3 years). * Experience with regulatory and consumer high risk complaint handling through verbal and written channels. * Risk and Root cause analysis background (efficient and effective research capabilities-de-escalation background beyond live phone calls, i.e. outbound campaigns, remediation efforts, etc.). * Technical writing skills and/or professional writing background with exposure, i.e. media, news. * De-escalation skillset and ability in resolving complaints timely. Salary: The salary range for this position is: $51,370 - $92,060. 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.

Job Description Cherry Bekaert is proud to have over 70 years of experience in Accounting and Advisory services. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. Experience managing audits of state and local governments is required. If these values align with yours, we’d like to hear from you. Lets grow your career as an State and Local Government Audit Manager in our Tampa or Orlando practice. What your day looks like: • Communicating between clients and the firm to ensure engagement objectives are met by all parties., • Oversee firm objectives (engagement economics) and manage firm resources to ensure that established goals are met., • Provides guidance and experience to ensure that engagement risks are identified and appropriate responses (including specific audit steps) are taken., • Mentor and develop associates by providing timely on-site reviews and providing feedback on associates’ performance, • Facilitate resolutions on complex audit and accounting issues, • Review financial reporting and ensure client deliverables are provided in a timely manner., • Provide the engagement partner with timely status updates and communicates and involves the partner, if needed, in the resolution of any client issues as they arise., • Begin to serve as a technical consultant, both internally and externally, • Be a trusted advisor to a client and begins to identify opportunities for expanded services An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, and leadership skills. We’re a fast-paced and dynamic environment so a strong sense of urgency will fit right in! Most industry experience will be considered. Experience with technology, government contractors and/or local and state government entities is a plus. • Excellent project management, analytical, interpersonal, oral and written communication skills., • Proven ability to lead and develop A&A associates, • 5+ years’ experience in public accounting., • Experience managing audits of State and Local Governments required, • Bachelor's degree in accounting. Masters preferred., • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • Flexibility to do impactful work and to enjoy your life outside of work, including a firmwide week off for the 4th of July, • A collaborative environment focused on your career growth and continuous professional development Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. No Agencies Please #LI-SF1 #LI-Hybrid

Job Description POSITION SUMMARY RadX Inc. is seeking a highly analytical and strategic Director of FP&A to lead financial panning and decision support across the organization. This role will play a pivotal part in driving corporate growth initiatives, including supporting buy-side M&A activities, deal execution, and valuation analysis partnering closely with CFO and CEO. The Director will also work closely with the Accounting team on key operational matters such as rate setting for accrued collections, and will own key forecasting processes --including recurring forecasts and the annual planning cycle. KEY RESPONSIBILITIES STRATEGIC FINANCE & M&A: • Support buy-side deal evaluation, including financial modeling, valuation analysis and due diligence., • Partner with Corporate Development and Executive Leadership on deal structuring, execution, and post-deal integration., • Lead the monthly, quarterly, and annual financial forecasting and budgeting processes, aligning with strategic goals., • Develop and maintain complex financial models to forecast revenue, expenses, cash flow, and business performance., • Partner with the Accounting team on rate setting methodologies related to accrued collections amounts, ensuring alignment with revenue recognition and compliance standards., • Provide financial insights and support during month-end and quarter-end close processes., • Deliver timely and accurate management reporting packages, dashboards, and presentations for executive and board-level stakeholders., • Drive continuous improvement in financial systems, tools, and processes to enhance forecasting accuracy and reporting efficiency., • Act as a strategic advisor to business unit leaders, providing financial guidance on performance improvement, investment decisions, and operational planning. QUALIFICATIONS • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred., • 8+ years of progressive experience in FP&A, investment banking, corporate finance, or a similar analytical role., • Strong background in financial modeling, M&A valuation, and deal execution., • Proven experience working closely with Accounting on operational finance topics, ideally including revenue recognition and collections., • Exceptional analytical skills with a solid understanding of GAAP, financial statements, and financial systems (e.g., NetSuite, Adaptive Insights, Anaplan)., • Outstanding communication and presentation skills; able to translate complex data into actionable insights., • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. PREFERRED ATTRIBUTES • Experience in a high-growth, acquisitive environment., • Comfort working across departments and levels of the organization, • Self-started with a proactive and collaborative mindset. A job offer is contingent upon a successful background check and drug screen.

Job Description This is a remote position in the Tampa, Florida, Sarasota, Ft. Myers, or Naples area. Summary: This position is responsible for commercial loan and deposit production and growing the banker’s assigned loan and deposit portfolio in the assigned geographic market. Job responsibilities include preparing and recommending loan requests including review, analysis, and recommendation of loans that meet the Bank’s policies and guidelines. Duties and Responsibilities: • Understand and comply with requirements of all laws and regulations applicable to the position, • Responsible for selling FFB products and services to build strong relationships with commercial and industrial customers including both deposit and loan products, • Work with all bank and advisory departments to provide exceptional service to the bank and advisory firm customers by referring business and accepting referrals, • Perform due diligence on commercial loan requests – including reviewing loan requests to ensure compliance with the Bank’s policies, guidelines, and procedures, • Perform credit analysis on commercial loan requests – including analysis of the business, industry, and financial statements to determine risk, structure loan requests appropriately, and price loan requests by type of loan and risk to the Bank, • Make decisions regarding commercial loan pricing, structure, and servicing within designated authority seeking secondary approval as directed, • Prepare pre-flight packages as directed by Chief Credit Officer (CCO), Chief Lending Officer (CLO), and Commercial Banking Executive (CBE), • Actively partner with the Commercial Loan Underwriting team to complete, review, and endorse all commercial loan credit approval recommendations for both new and renewed loans, • Responsible for ensuring accurate commercial loan application packages are delivered to commercial loan underwriters and documentation processors, • Responsible for booked loan files and fully executed loan documents for boarding funded loans with commercial loan servicing, • Maintain commercial loan files in partnership with assigned commercial documentation analysts and commercial loan servicing to ensure documentation is organized and complete in electronic files for third-party reviewers, • Responsible for accurate data entry in commercial loan origination system to build customer, guarantor, and affiliated entity relationships in the loan system, • Responsible for providing details regarding business, industry, management, requested structure, and site inspections to provide commercial loan underwriters the necessary details to underwrite and approve commercial loan requests properly, • Responsible for managing commercial loan documentation specialists as assigned to ensure accuracy in all commercial and deposit loan files as assigned – including scanning and uploading all customers, guarantors, and affiliated entities, and loan documentation in the electronic filing system, • Responsible for ordering third-party reports (or partnering with assigned Commercial Documentation Analyst) as assigned in commercial work processes to ensure compliance with FFB policies, guidelines, procedures, and all regulatory compliance, • Partner with commercial loan underwriting and assigned Commercial Documentation Analyst to ensure financial ticklers and covenants are accurate and supporting documentation is collected from customers on time, • Responsible for covenant and portfolio management to ensure accuracy in commercial loan risk ratings, • Develop a calling program to build loan and deposit portfolios and expand commercial and industrial relationships, • Review and resolve a variety of customer problems/issues regarding bank products and services – including deposits, treasury management, online banking, and loan-related services, • Must maintain a complete understanding of the Bank’s loan documentation policies, procedures, and guidelines, • Review findings and decisions with the Chief Underwriter, draft the loan write-up including any conditions that underwriting is imposing on the closing or funding of the loan, review the write-up with the Chief Underwriter, and distribute to processing and servicing members, • Perform related work as required or as delegated by management, • Participate in the training/cross-training of department employees as directed., • Promote and provide excellent customer service by effectively communicating and cooperating with all internal and external customers, • Provides support in the acquisition of new clientele and the maintenance of existing relationships, • Understand and speak knowledgeably about the various loan programs, loan procedures, and loan forms, • Community Reinvestment Act (CRA) and excellent client service are an important responsibility of First Foundation Bank Officers. Commercial Bankers are encouraged to seek out, promote, and participate in CRA-related opportunities. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • Bachelor’s degree in business, accounting, finance, or a related field required, • Minimum of 15 years of related experience, or commercial loan underwriting, commercial loan production, and deposit relationship management, • Strong business development and lead generation skills, • Consultative relationship-building skills (listening, questioning, negotiating, closing, and networking) to provide a knowledgeable commercial banker and trusted advisor experience for commercial client relationships, • Strong analytical skills and experience analyzing, underwriting, structuring, and approving commercial loan requests, • Effective verbal and written communication skills, • Knowledge of commercial and consumer loan documentation, including loans secured by real property, UCC Filings, titled vehicles and equipment, pledged assets, and contracts., • Required to have working knowledge and experience with business entity documentation including partnership agreements, trust agreements, corporate documentation, and limited liability companies, • Expertise in dealing with borrowers, escrow, and title, • Must have strong customer service ethics and team-building skills, • Must be able to prioritize, organize, and produce in a high-volume, deadline-driven production workgroup, • Detail-oriented and self-motivated with the ability to work independently While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; and communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description 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 $80,000 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-MS1 Powered by JazzHR gulaUHqrG1

Job DescriptionCompany Description International SOS Government Medical Services, Inc. delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in environments far from home. Founded in 1984, we operate in 92 countries providing integrated medical solutions to organizations with international operations. Our innovative technology and medical and security expertise focus on prevention, offering real-time, actionable insights and on-the-ground quality delivery. We provide clinical services to include “hands on” direct care at over 800 sites around the world, many of which include inpatient clinical care capabilities. With 12,000 staff (including 5,200 medical and behavioral health providers) our services include the design, deployment, and operation of healthcare solutions including freestanding surgical facilities in remote and austere environments, telemedicine consultation through a wide range of virtual modalities, referrals to a global network of more than 100,000 vetted providers, and global aeromedical evacuation. Within our portfolio of companies, International SOS Government Medical Services, Inc., headquartered in Houston, Texas provides contracted healthcare support to Government defense and civil agencies and government contractors, including support to military exercises and operations, diplomatic missions, natural disasters, and refugee care. To protect your workforce, we are at your fingertips: internationalsos.com Job Description This position is contingent on contract award. This position will support the Veterans Administration (VA) and its interagency partners at the Department of Defense (DoD) with the Transition Assistance Program (TAP) program. The person in this position will represent International SOS Government Medical Services, Inc. and provide services outlined below: International SOS Government Medical Services, Inc. is looking for an individual who is an experienced Benefits Advisor to provide transition assistance, information, training, counseling, and services to eligible Service members. Key Responsibilities: • Executes staffing, event management and logistics activities at assigned installation., • Ensures integrated and proactive communications, quality management and risk management practices., • Ensure operational deployment activities for staff at assigned installation., • Provide travel management activities for staff at assigned installation., • Develop coverage model for assigned installation., • Schedule field staff training at assigned installation., • Execute order review and inventory management activities at assigned installation., • Participate in weekly leadership teleconferences/virtual meetings., • Lead weekly Site Lead meetings with staff and other installation points of contact., • Inform installation staff about new policies, procedures and operational guidance., • Execute quality management activities at assigned installation., • Deliver onsite activities and execute post-event data collection activities., • Deliver new employee training to prepare new program members for delivering the approved curriculum., • Conduct transition activities in support of the VA., • Provide transition support., • Conducting standardized VA Benefits and Services Briefings., • Perform one-on-one engagements., • Provide pre-separation counseling support., • Conduct military life cycle (MLC) events, Capstone events, and warm-handover support., • Provide leadership and subject matter expertise in management and technical areas such as training, logistics, policy, data management, and program controls., • Conduct training to other Benefits Advisors using knowledge of concepts, practices, and procedures consistent with adult learning theory., • Serve as a Master instructor delivering established curriculum, training tools, and ensuring course content and delivery methods follow established training objectives., • Identify possible course material revisions based on instructor and participant feedback or suggestions., • Executing non-event Activities at assigned installation., • Execute Quality Management Activities at assigned installation and across the program., • Deliver onsite activities and execute post-event data collection activities., • Travel may be included. Basic Requirements/Certifications: • Possess understanding of VA benefits programs., • Have knowledge of the military experience working with military clients., • Understand and apply adult learning theories., • Have understanding of transitioning service member populations., • Have experience using Microsoft Office Suite of tools., • Possess strong customer management and support skills., • Have experience delivering interactive workshops and training in live audiences. Bachelor's Degree or 5-7 years equivalent work/military experience. Physical Requirements: • Work is normally performed in a typical interior/office work environment., • Work involves sitting and standing for prolonged periods of time., • Must be able to read, write, and speak English to effectively communicate., • US Citizen or Permanent Resident Card is required. Additional Information Pay range is based on several factors and may vary in addition to a full range of medical, financial, and/or other benefits. Final salary and offer will be determined by the applicant’s background, experience, skills, internal equity, and alignment with geographical market data. Benefits – Full-time positions are eligible for our comprehensive and competitive benefits package including medical, dental, vision, and basic life insurance. Additional benefits include a 401k plan paid time off and an annual bonus. International SOS Government Medical Services, Inc. complies with all federal, state, and local minimum wage laws. International SOS Government Medical Services, Inc. is an equal opportunity employer and does not discriminate against employees or job applicants on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with the applicable federal, state and local laws.

Job Description 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 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 A Tax Senior Manager with PYA is responsible for overseeing tax compliance, planning, and consulting services for a diverse client base. The Tax Senior Manager leads and mentors tax teams, reviews complex tax returns, manages client relationships, and ensures compliance with federal, state, and local tax regulations. The Tax Senior Manager would be expected to use their experience to advise clients and develop a true trusted advisor relationship. Locations: Atlanta, GA | Charlotte, NC | Kansas City, KS | Knoxville, TN | Nashville, TN | Tampa, FL Responsibilities: • Here are some additional expectations of our PYA Tax Senior Manager leadership position:, • Lead clients and teams with a demonstrated excellence in project management and relationship development, • Advise clients on a variety of tax issues, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects, all while maintaining focus on client service excellence, • Develop a team of tax consultants and other subject matter experts to ensure exceptional client service to PYA tax clients, • Cultivate existing business client relationships and advance opportunities with new prospect leads Qualifications: • 7+ years of tax experience within a public accounting and/or consulting firm, or equivalent experience in industry tax leadership, • CPA, EA license, or another recognized certification is required, • Client-oriented work ethic, committed to high-quality results, • Creative problem-solving skills with a high level of strategic, analytical, and conceptual skills and a passion for helping client, • Additionally, PYA prides itself on the services it provides to the healthcare, financial institution, and real estate industries. In addition, PYA continues to see growth opportunities in professional services and manufacturing. Experience in one or more of these industries, while not required, will enhance the qualifications of any applicant About PYA: PYA, a leading professional services firm, serves clients across the United States with expertise in consulting, accounting, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. Learn more about The PYA Way. Why PYA? • Be part of a dynamic and collaborative team that values innovation and excellence, • Work with industry leaders who are committed to professional growth and client success, • Competitive compensation, comprehensive benefits, and opportunities for career advancement

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 Description · Active CPA license. · Must have 3-5 years of tax experience and be able to prepare/review business and individual returns. · Prepare individual federal and state tax returns, covering all states. · Must be experience with all types of returns, Corporation, S corporation, LLC, partnership, trusts, gift taxes, etc. · Must be proficient with QuickBooks. · Have good communication skills and can work independently. · Very friendly work environment and flexible schedule. · Position can lead to potential partnership at the firm. · Must be energetic, meticulous, outgoing, cheerful, and possess a sense of responsibility and commitment. · Must be able to answer staff questions and communicate with clients. Company 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 DescriptionCompany Description International SOS Government Medical Services, Inc. delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in environments far from home. Founded in 1984, we operate in 92 countries providing integrated medical solutions to organizations with international operations. Our innovative technology and medical and security expertise focus on prevention, offering real-time, actionable insights and on-the-ground quality delivery. We provide clinical services to include “hands on” direct care at over 800 sites around the world, many of which include inpatient clinical care capabilities. With 12,000 staff (including 5,200 medical and behavioral health providers) our services include the design, deployment, and operation of healthcare solutions including freestanding surgical facilities in remote and austere environments, telemedicine consultation through a wide range of virtual modalities, referrals to a global network of more than 100,000 vetted providers, and global aeromedical evacuation. Within our portfolio of companies, International SOS Government Medical Services, Inc., headquartered in Houston, Texas provides contracted healthcare support to Government defense and civil agencies and government contractors, including support to military exercises and operations, diplomatic missions, natural disasters, and refugee care. To protect your workforce, we are at your fingertips: internationalsos.com Job Description This position is contingent on contract award. This position will support the Veterans Administration (VA) and its interagency partners at the Department of Defense (DoD) with the Transition Assistance Program (TAP) program. The person in this position will represent International SOS Government Medical Services, Inc. and provide services outlined below: International SOS Government Medical Services, Inc. is looking for an individual who is an experienced Benefits Advisor to provide transition assistance, information, training, counseling, and services to eligible service members. Key Responsibilities: • Conduct transition activities in support of the VA., • Provide transition support., • Conducting standardized VA Benefits and Services Briefings., • Perform one-on-one engagements., • Provide pre-separation counseling support., • Conduct military life cycle (MLC) events, Capstone events, and warm-handover support., • Serve as an entry-level instructor delivering established curriculum, training tools, and ensuring course content and delivery methods follow established training objectives., • Participate in weekly Site Lead Meetings., • Execute Quality Management Activities at assigned installation and across the program., • Deliver onsite activities and execute post-event data collection activities., • Execute non-event activities at assigned installation., • Travel may be included. Basic Requirements/Certifications: • Possess an understanding of VA benefits programs., • Have knowledge of the military experience working with military clients., • Must understand and apply adult learning theories., • Have an understanding of transitioning service member populations., • Have experience using Microsoft Office Suite of tools., • Possess strong customer management and support skills., • Have experience delivering interactive workshops and training in live audiences., • Bachelor's Degree or 3 years equivalent work/military experience., • Work is normally performed in a typical interior/office work environment., • Work involves sitting and standing for prolonged periods of time., • Must be able to read, write, and speak English to effectively communicate., • US Citizen or Permanent Resident Card is required. Additional Information Pay range is based on several factors and may vary in addition to a full range of medical, financial, and/or other benefits. Final salary and offer will be determined by the applicant’s background, experience, skills, internal equity, and alignment with geographical market data. Benefits – Full-time positions are eligible for our comprehensive and competitive benefits package including medical, dental, vision, and basic life insurance. Additional benefits include a 401k plan paid time off and an annual bonus. International SOS Government Medical Services, Inc. complies with all federal, state, and local minimum wage laws. International SOS Government Medical Services, Inc. is an equal opportunity employer and does not discriminate against employees or job applicants on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with the applicable federal, state and local laws.

Job Description Who We Are: AcquireUp Marketing is an innovative marketing services company formed through the recent merger of Touchfuse and White Glove, following an investment from RockBridge Growth Equity. We specialize in partnering with financial professionals to attract, connect, and engage with qualified prospects. Leveraging our best-in-class digital and direct mail marketing strategies, AcquireUp helps advisor clients grow their customer base efficiently and effectively. Joining AcquireUp means being part of a dynamic team dedicated to transforming the financial marketing landscape and driving measurable success for our clients. Who You Are: We are seeking a responsible and detail-oriented individual to fill our Account Executive (AE) role. The AE position is an exciting, fast-paced role that offers growth opportunities. Our ideal AE is a leader with an entrepreneurial spirit, who has a passion to build a book a business and grow within the company. How You’ll Contribute: • Work with leadership to create and execute detailed professional action plans to facilitate the attainment of goals and quotas, • Be open to consistent one on one coaching from leadership, and using feedback to improve sales ability, • Manage the entire sales cycle from calling on an initial lead through securing seminar agreements and payment, • Unearth new sales opportunities primarily through inbound and outbound phone calls, virtual networking, and email interactions while building them into long term partnerships., • Acting as your clients’ go-to resource for guidance and solutions, • Use consultative sales approach to qualify leads and then identify and communicate the appropriate solutions to the prospect, • Remain in frequent contact with the hosts in your responsibility to understand their needs and continue to build upon sales conversations while nurturing them to re-order additional services consistently, • Provide professional after-sales support to enhance the customer’s dedication, • Embrace problem solving/challenges with a collaborative, resourceful, and strategic approach, • Respond to complaints and resolve issues aiming to customer contentment and the preservation of the company’s reputation, • Negotiate agreements and keep records of sales and data, • Record all sales activities through company CRM, • Stay up to date and fluent with sales tech stack. What You’ll Need: • Minimum of 2 years Sales and or Marketing experience preferred, • Solutions based sales experience, • Strong verbal and written communication skills, • Experience with CRM is a must, • Ability to build and maintain relationships with clients, • Generous commission plan, • Health, Vision, and Dental Insurance, • PTO, • 401(k) with Company Match

Job DescriptionSalary: $24.42 per hour-$57,800 annually HireUp Talent is seeking HCV Compliance Specialists at multiple levels (I, II, and III) to join our Compliance Department. This is a fantastic opportunity for experienced housing professionals who are passionate about accuracy, regulatory compliance, and operational excellence in Public Housing (PH), Housing Choice Voucher (HCV), and Low-Income Housing Tax Credit (LIHTC) programs. This position is remote with travel requirements and requires the candidate to reside in one of the following states: AL, AZ, IL, FL, MD, MT, NC, NJ, NY, OR, PA, SC, TN, TX, or VA. FLSA Classification & Compensation Structure: • HCV Compliance Specialist I Hourly / Non-Exempt $24.42 per hour (Eligible for overtime in accordance with federal, state, and local labor laws.), • HCV Compliance Specialist II Salary / Exempt $54,000 annually (Not eligible for overtime under federal, state, and local labor laws.) Key Responsibilities Level 1 HCV Compliance Specialist (Entry-Level) Hourly / Non-Exempt • Conduct detailed audits of participant files, financial records, and processes to ensure compliance with PH, HCV, and LIHTC regulations., • Identify and resolve discrepancies while implementing quality assurance measures., • Stay updated on HUD and housing regulations, applying this knowledge to maintain program integrity., • Support internal teams with compliance guidance and process improvement initiatives. Salary / Exempt • Conduct client audits, identify compliance gaps, and provide tailored solutions for regulatory adherence., • Act as a primary advisor for clients, helping them implement best practices and achieve program success., • Lead external quality assurance reviews and recommend strategic improvements., • Develop and deliver training programs for internal teams and external partners. Salary / Exempt • Serve as a subject matter expert, advising both internal teams and external clients on complex compliance matters., • Lead large-scale audits and oversee compliance performance for high-impact programs., • Develop and implement advanced risk mitigation strategies and compliance frameworks., • Mentor junior compliance specialists, fostering a culture of excellence and continuous learning., • Level 1: 3+ years in housing program administration with a focus on compliance and quality assurance., • Level 2: 5+ years in housing compliance, including at least 2 years in a client-facing role., • Level 3: 7+ years in compliance, including leadership experience in regulatory compliance and risk management., • Strong attention to detail with exceptional accuracy in audits and compliance reviews., • Expertise in interpreting and applying HUD regulations to real-world scenarios., • Ability to collaborate cross-functionally and provide training on compliance best practices., • Strong analytical and problem-solving skills with a strategic mindset., • Level 1: No required travel (up to 10% optional for professional growth)., • Level 2: Regular travel (up to 50%) for client support, training, and on-site evaluations., • Medical Insurance including access to Telemedicine, Teladoc, mental health services and more, • Dental Insurance with Orthodontia coverage, • Vision Insurance with discounts for Lasik Vision Correction, • Flexible Spending Accounts for medical and dependent care expenses, • Company Paid Life Insurance & Voluntary Supplemental Coverage, • Employee Assistance Program, • Short-Term & Long Term Disability, • Accident Insurance, Critical Illness and Hospital Plan, • Pet Insurance, • Paid Time Off after 90 day probationary period, • 10 Company paid holidays after 90 day probationary period HireUp is an Equal Opportunity Employer who works directly with our clients to fill their open positions. There is no cost to job seekers to apply or be considered for a position. remote work

Job DescriptionAbout the Company Our client is a fast-growing Web3 and fintech innovator providing a self-custodial Crypto Wallet that allows users to seamlessly explore and invest across decentralized finance (DeFi), NFTs, and the broader Web3 ecosystem - all in one platform. With $33M in funding, a globally distributed team, they are helping users and enterprises adopt the future of digital finance with transparency, security, and simplicity. The Mission Our client’s mission is to make Web3 accessible, intuitive, and empowering for everyone. They see the wallet not just as a financial tool, but as a gateway to the broader decentralized economy and an engine of financial freedom. The Opportunity As an Enterprise Account Executive, you will take a leading role in driving outbound sales to enterprise clients, championing the adoption of our clients’ API and chain integration solutions. In this high-impact position, you’ll work hand-in-hand with founders, product, and business development teams to shape the go-to-market approach, open new revenue opportunities, and nurture lasting client partnerships - all at the forefront of a startup transforming how institutions and individuals engage with Web3, Blockchain, and Finance in an ever-evolving landscape. What You’ll Do * Prospect and build a pipeline targeting mid-market and enterprise clients across crypto-native and traditional fintech verticals * Understand customer pain points and tailor solutions using the Company’s API and data products * Collaborate closely with product and engineering teams to inform roadmap priorities based on client needs * Forecast revenue and deal stages with clarity and accountability * Act as a trusted advisor to clients, ensuring long-term relationship value and retention * Represent the company at industry events, conferences, and client meetings What You Bring * 5+ years of B2B sales experience in blockchain, SaaS, API, or developer tooling * Track record of closing deals with mid-market or enterprise clients $100K+ ACV with over $1M booked revenue * Deep understanding of API products, developer personas, and technical sales cycles (fintech, crypto wallets, or infrastructure platforms) * Strong written and verbal communication (must be client-facing) * Familiarity with Web3 technologies (APIs, Blockchains, Smart Contracts, Wallets, DeFi, NFTs) * Bonus: Background in fintech or crypto-native companies, with access to relevant client networks Key Success Drivers * Self-starter who is energized by building a pipeline and closing deals independently * Curious and consultative in approach, listening closely and tailoring solutions * Trust-builder with clients and teammates through transparency and execution * Resilient challenger who thrives in a fast-changing sector like Web3 * Collaborative partner across product, engineering, and BD Why Join? * Competitive OTE $200,000-250,000 (with base $70,000 - $150,000 depending on your location and experience) * Meaningful stock options in a high-growth Web3 company * Enjoy flexible hours, unlimited PTO, global coworking access, and full support to work from anywhere * Attend major industry events and conferences around the world * Strong benefits package, including medical insurance, coworking membership, and company off-sites * Relocation Support: Move anywhere in the world - our client will support your relocation * Direct collaboration with passionate founders and an expert team of builders, engineers, and product thinkers * A chance to shape the future of finance and work on the cutting edge of new digital economies Interviewing Process * HR screening * Level 1: Intro Call * Level 2: Hiring Manager * Level 3: Technical Session * Level 4: RevOps * Level 5: Founders * Reference and Background Checks: conducted after successful interviews * Job Offer: provided to the selected candidate We are proud to be an equal opportunity workplace and are committed to equal employment opportunity regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity, or expression, sexual orientation, or any other characteristic protected by applicable federal, state or local law. Compensation Range: $200K - $250K

Job Description Who We Are… Since our founding in 1901, Limbach’s primary core value has always been: We Care. We are committed to creating a culture of belonging for our employees, our We Care culture, and our industry as a whole. Limbach Company LLC, a subsidiary of Limbach Holdings, Inc., (NASDAQ: LMB) is an integrated building systems solutions firm whose expertise is the design, installation, management, service, and maintenance of HVAC, mechanical, electrical, plumbing and control systems. We engineer, construct, and service the mechanical, plumbing, air conditioning, heating, building automation, electrical and control systems in both new and existing buildings and infrastructure. We work for building owners in the private, not-for-profit, and public/government sectors. Our vision is to create value for building owners targeting opportunities for long term relationships. Our purpose is to create great opportunities for people. We carry out our vision and purpose through a commitment to our four core values… • We Care, • We Act with Integrity, • We Are Innovative, • Base salary range of $180K - $225K, • Full portfolio of medical, dental, and vision benefits, along with 401K plan and company match., • HSA, FSA, and life insurance offerings., • Maximize your professional development with our award-winning Learning & Engagement team., • Engage in our “We Care” culture through our ERGs, brought to you by EMBRACE. As National Account Executive, you will focus on developing, managing, and expanding enterprise-level relationships with major healthcare systems across the Eastern United States. The ideal candidate brings a strong background in solution-based selling of infrastructure projects, a sharp understanding of ROI-driven proposals, and a commitment to advancing sustainability and operational excellence within the healthcare industry. The incumbent acts as a trusted advisor to C-level executives, administrators, and key decision-makers across complex health systems, aligning our solutions with their strategic goals and long-term vision. This Position… Some examples of the work you might do includes: • Leads strategic sales efforts within the healthcare vertical, targeting multi-site health systems, integrated delivery networks (IDNs), and large regional hospital groups., • Develops and executes Account Management Strategies focused on solution-based infrastructure projects that deliver measurable outcomes in cost savings, sustainability, and operational performance., • Identifies opportunities for energy efficiency, infrastructure modernization, and technology integration that meet client financial and sustainability goals., • Cultivates long-term executive-level relationships with key stakeholders, including CFOs, COOs, Facilities Directors, and Sustainability Officers., • Drives complex, multi-phase sales cycles from opportunity identification through contract negotiation and close., • Collaborates cross-functionally with internal engineering, project development, local branches and customer success teams to design and deliver customized solutions., • Maintains an expert-level understanding of healthcare system challenges, regulatory drivers, and capital planning processes., • Accurately forecasts revenue, manages a robust sales pipeline, and reports progress through CRM and regular executive updates., • 10+ years of enterprise sales experience with at least 5 years focused on the healthcare vertical., • Proven track record of success in selling infrastructure, energy, or technology-based solutions with demonstrated ROI and sustainability outcomes., • Deep understanding of healthcare operations, compliance, funding structures, and long-range capital planning., • Demonstrated ability to develop and manage strategic accounts across large geographic territories., • Experience with solution-based selling methodologies (e.g., Challenger, SPIN, Value Selling)., • Exceptional communication, negotiation, and relationship management skills., • Ability to translate technical solutions into strategic business value for executive stakeholders., • Bachelor's degree required; MBA or relevant advanced degree a plus., • Must have a valid driver's license., • Must have a driving record compliant with the Company's policies and MVR requirements, and consent to ongoing driving record monitoring by the Company., • Background in energy services, smart infrastructure, building automation, or related industries., • Experience working with ESCOs, P3s, or performance contracting models., • Familiarity with healthcare sustainability benchmarks (e.g., ENERGY STAR for Healthcare, ASHE standards)., • Maintains appropriate Company confidentiality at all times., • Protects the assets of the Company and ethically upholds the Code of Conduct & Ethics in all situations., • Cultivates and promotes the “Hearts & Minds” safety culture., • This position operates primarily in a professional office environment, and routinely utilizes standard office equipment, such as computers, phones, copiers, and filing cabinets., • In performing the duties of this job, the incumbent is regularly required to sit, stand, talk, walk, hear, and possess an appropriate degree of both visual acuity and manual dexterity., • S/he may occasionally be required to climb, stoop, crouch, crawl, reach, and/or perform repetitive motion., • This is considered a light work position, which means possible exertion of up to twenty (20) pounds of force occasionally, and/or up to ten (10) pounds of force frequently, and/or a negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects. This job description is intended to describe the general nature of work being performed by the individual who assumes this role, not an exhaustive list of responsibilities. Duties, responsibilities, and activities may change at any time, with or without notice, as business needs dictate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. Limbach Facility Services LLC is an Equal Opportunity Employer.

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • 2+ years of instilling trust and building client relationship within the finance industry, • Series 65 (we will help you obtain upon starting), • Bachelor's degree or equivalent work experience We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • 2+ years of instilling trust and building client relationship within the finance industry, • Series 65 (we will help you obtain upon starting), • Bachelor's degree or equivalent work experience We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

Job DescriptionDescriptionWe are seeking an RIA Operations Consultant (Internal Title: Associate Director of Base Camp) to join our Base Camp Support team. This role combines technical expertise, strategic insight, and a customer success mindset to ensure our advisors and their teams maximize the value of our CRM platform (Practifi). You will serve as a subject matter expert supporting advisor onboarding, CRM training, and day-to-day service requests—while also playing a key role in driving adoption and continuous improvement. The ideal candidate will have experience working within the financial services industry, particularly with custodians and platforms such as Charles Schwab, Goldman Sachs, and/or Fidelity. This includes familiarity with account setup and maintenance, advisor tools and integrations, and end-user training on those platforms. ResponsibilitiesAdvisor Support & Ticket Management • Own and resolve CRM-related service tickets and general Base Camp requests in accordance with defined service-level agreements (SLAs), ensuring a timely and advisor-friendly experience., • Respond to requests involving account maintenance and training on Charles Schwab, Goldman Sachs, and Fidelity platforms.CRM Subject Matter Expertise, • Act as the internal expert on Practifi (built on Salesforce), providing functional guidance, configuration insights, and troubleshooting support to advisors and internal teams.Onboarding & Implementation, • Partner with the onboarding team to ensure new advisors are properly configured in the CRM and linked platforms., • Support setup and training related to Charles Schwab, Goldman Sachs, and Fidelity account tools and workflows., • Guide advisors through initial use of the CRM and related tech tools, ensuring a seamless transition into the Concurrent ecosystem.Training & Adoption Enablement, • Lead live and virtual training sessions (1:1 and group), tailored to varying levels of user experience., • Develop and maintain documentation, quick guides, and reference materials to drive CRM and custodian platform adoption and advisor self-sufficiency.Client Experience & Process Optimization, • Collaborate with internal stakeholders and field teams to gather feedback, identify pain points, and recommend scalable improvements to workflows, CRM features, and custodian-related processes.Communication & Collaboration, • Proactively communicate CRM updates, enhancements, and best practices to advisors and internal users., • Bachelor’s degree in Business, Finance, Information Systems, or a related field., • 3+ years of experience training or supporting end users on CRM platforms (Practifi or Salesforce experience strongly preferred)., • 3+ years of experience in RIA operations., • Background in customer success, advisor operations, or technology enablement is a plus., • Skilled communicator, comfortable working with users of varying technical ability., • Analytical and detail-oriented with a proactive, service-driven approach., • Familiarity with custodian platforms is beneficial but not required., • Able to thrive in a fast-paced, collaborative, and agile work environment.Location / Schedule, • Tampa, FL home office preferred; Remote work will be considered, • Working hours are 9am-5pm Monday-Friday, • Occasional evening/weekend hours may be requested., • Travel is less than 10%Job Type, • Full-time, Exempt, • 401(k) matching, • Equity, • Dental insurance, • Disability insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance

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 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 Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program. WORK ENVIRONMENT: OneGroup’s work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work. ESSENTIAL DUTIES Develop and maintain good working relationships with clients. Introduce and promote new products through communication with clients. Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible. Consult on the most effective coverage for a particular need. Deliver good customer service by responding swiftly to queries and concerns from clients. Communicate with colleagues & carrier representatives, to maintain knowledge of new and existing products, Online quoting along with current market conditions and competitors' products. Ensure compliance with procedures of OneGroup by keeping up to date with all changes. Negotiate with underwriters to amend policies where necessary in order to meet client demand. Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position. Technical proficiency with coverages and various types of insurance policies as appropriate. Authorize binding of Commercial Lines coverage within authority granted by the carrier. Participate in seminars and training for skill and knowledge development. Perform other duties as required. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. Qualifications To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education: High School Diploma All applicants must be 18 years of age or older Professional Certifications/Licenses: Property/Casualty License Required Maintain Agent/Broker License through continuing education Earn or maintain CISR Designation Experience/Skills: 5 years Insurance Experience Required Working knowledge of Agency Management Systems Experience in the Applied Epic system is a plus but not required Ability to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programs Knowledge of Acord forms Self-motivated, ability to work independently and within a team Good organizational skills with the ability to manage multiple tasks efficiently Excellent oral and written communication and interpersonal skills An interest in meeting new people and relationship management skills Display trustworthiness, integrity, sincerity and discretion Good customer service skills A results-driven approach to meet core responsibilities and deadlines Attention to detail and accurate record keeping The ability to develop and deliver innovative ideas Excellent time management skills Must possess a valid driver’s license and clean motor vehicle record

Job Description Who we are and why you should join us…. Water Walker Investments is a local investment advisor located in Tampa, Florida. The firm specializes in cash management services, fixed income portfolio advisory/management and treasury management consulting for governmental clients statewide. This growth-oriented organization is looking for a results-driven Manager, Client Advisory Services, with intellect, initiative and a knack for translating financial jargon into actionable plans for clients. The Manager, Client Advisory Services, will directly impact the client experience by providing a high level of exceptional service, serve in a dynamic team of partners, and work closely with the portfolio management and administrative teams in a client-focused and collaborative environment. The ideal candidate should thrive in a multi-tasking environment, be familiar with data analysis and creating compelling presentations to justify consultative investment recommendations, share a willingness to learn, and enjoy a challenge. This role represents a great opportunity to join an organization that believes in supporting professional and personal growth by working with an experienced and diverse team of financial services professionals with the ability to truly make an impact on the business. A typical day in the life of the Manager, Client Advisory Services, consists of… Provide exceptional client service support and flawless execution on client requests with excellent follow through. Develop effective communication platforms for clients and staff and liaise with different departments about client queries. Resolve complex client dilemmas in a professional manner. Mastermind creative ways to deliver an exceptional client experience, and effectively collaborate with respective internal teams and contractors to prepare and deliver client facing materials. Oversee production of marketing materials; monitor for quality and corporate identity guidelines. Manage and maintain communications library, assist with one-to-many communication strategies and other announcements. Regularly review company website content; ensure web and social media content is on-strategy, consistent with corporate identity guidelines, and updates. Proactively support potential business development opportunities to engage prospective and current client by attending conferences and client/prospect meetings as needed. Coordinate the firm’s response to consulting and banking RFPs, highlighting the firm’s history and accomplishments. You meet or exceed the following… • Bachelor’s degree in Business Administration, Finance or related field; prior investment & marketing experience desired, • 5-7 years in a similar role with increasing independence and oversight, • Excellent verbal, written, analytical, and organizational skills, • Must be able to take technical financial information and present to high level, non-investment senior staff and board members, • Proficiency with Microsoft Office Suite and basic design software, specifically with Excel and PowerPoint, Adobe and Publisher, • Strong presentation skills and ability to convert data into presentation graphics; experience with Insightly a plus, • Good judgement with the ability to make timely and sound decisions, • Creative, flexible, and innovative team player, • Ability to work on complex projects with general direction and minimal guidance., • Ability to communicate effectively and persuasively in writing., • Demonstrated experience providing exceptional customer service with senior level leaders, • Basic understanding of financial concepts and markets, • Strong abilities multi-tasking and having semi-autonomous deadlines, • A positive attitude, ability to work well independently and within a team, ability to learn quickly and be incredibly dependable, • Excellent attention to detail and quality of output

Job Description Who We Are… Since our founding in 1901, Limbach’s primary core value has always been: We Care. We are committed to creating a culture of belonging for our employees, our We Care culture, and our industry as a whole. Limbach Company LLC, a subsidiary of Limbach Holdings, Inc., (NASDAQ: LMB) is an integrated building systems solutions firm whose expertise is the design, installation, management, service, and maintenance of HVAC, mechanical, electrical, plumbing and control systems. We engineer, construct, and service the mechanical, plumbing, air conditioning, heating, building automation, electrical and control systems in both new and existing buildings and infrastructure. We work for building owners in the private, not-for-profit, and public/government sectors. Our vision is to create value for building owners targeting opportunities for long term relationships. Our purpose is to create great opportunities for people. We carry out our vision and purpose through a commitment to our four core values… • We Care, • We Act with Integrity, • We Are Innovative, • Base salary range of $180K - $225K, • Full portfolio of medical, dental, and vision benefits, along with 401K plan and company match., • HSA, FSA, and life insurance offerings., • Maximize your professional development with our award-winning Learning & Engagement team., • Engage in our “We Care” culture through our ERGs, brought to you by EMBRACE. As National Solutions Project Developer, you will lead the development of large-scale, turnkey infrastructure projects across the Eastern United States. This role requires a rare blend of engineering excellence, business acumen, and healthcare industry insight, with the ability to create fully integrated, high-ROI solutions that drive sustainability, operational efficiency, and long-term value for healthcare systems. The incumbent will work closely with healthcare executives and internal stakeholders to assess facility needs, craft strategic infrastructure plans, and lead the design and technical development of complex, multi-million-dollar projects that align with regulatory, financial, and sustainability goals. This Position… Some examples of the work you might do includes: • Leads technical development of large, turnkey infrastructure solutions for healthcare clients, including energy efficiency, decarbonization, resiliency, and modernization projects., • Works directly with C-level healthcare executives, facilities teams, and capital planners to assess existing infrastructure, operational challenges, and long-term goals., • Conducts comprehensive facility assessments, site audits, and energy analyses to identify strategic opportunities and calculate project ROI., • Translates complex engineering concepts into strategic, business-aligned proposals that address operational, financial, and regulatory healthcare drivers., • Develops integrated technical scopes of work, conceptual designs, and budgets across mechanical, electrical, controls, and infrastructure systems., • Collaborates with sales, project management, and external partners to ensure alignment and feasibility through design, implementation, and handoff phases., • Ensures that proposed solutions meet or exceed client expectations in terms of sustainability outcomes, resiliency, and operational excellence., • Stays abreast of healthcare trends, regulations, and technologies influencing infrastructure and energy planning., • Supports internal proposal development, pricing strategy, and capital planning models including performance contracts, utility incentives, and other innovative funding approaches., • 10+ years of experience in engineering or project development of large-scale infrastructure, energy, or turnkey facility projects., • At least 5 years of experience specifically within the healthcare vertical, working with hospitals, health systems, or IDNs., • Proven ability to design and develop complex technical solutions for large healthcare campuses with a clear ROI and sustainability narrative., • Strong knowledge of building systems (HVAC, electrical, controls, energy systems) and infrastructure modernization practices., • Deep understanding of healthcare operational standards, compliance frameworks (e.g., Joint Commission, ASHE), and patient-centric facility constraints., • Highly proficient in energy modeling, financial modeling, and life-cycle cost analysis., • Strong project development and presentation skills with the ability to engage both technical and executive stakeholders., • Bachelor’s degree in Mechanical, Electrical, or Energy Engineering required; PE license or advanced technical certification strongly preferred., • Must have a valid driver's license., • Must have a driving record compliant with the Company's policies and MVR requirements, and consent to ongoing driving record monitoring by the Company., • Familiarity with Energy Star for Healthcare, LEED for Healthcare, or similar sustainability frameworks., • Knowledge of state and federal energy incentive programs and funding mechanisms., • Advanced proficiency in tools such as eQUEST, TRACE, Excel-based modeling, AutoCAD, or Revit., • Maintains appropriate Company confidentiality at all times., • Protects the assets of the Company and ethically upholds the Code of Conduct & Ethics in all situations., • Cultivates and promotes the “Hearts & Minds” safety culture., • This position operates primarily in a professional office environment, and routinely utilizes standard office equipment, such as computers, phones, copiers, and filing cabinets., • In performing the duties of this job, the incumbent is regularly required to sit, stand, talk, walk, hear, and possess an appropriate degree of both visual acuity and manual dexterity., • S/he may occasionally be required to climb, stoop, crouch, crawl, reach, and/or perform repetitive motion., • This is considered a light work position, which means possible exertion of up to twenty (20) pounds of force occasionally, and/or up to ten (10) pounds of force frequently, and/or a negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects. This job description is intended to describe the general nature of work being performed by the individual who assumes this role, not an exhaustive list of responsibilities. Duties, responsibilities, and activities may change at any time, with or without notice, as business needs dictate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. Limbach Facility Services LLC is an Equal Opportunity Employer.

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

Job DescriptionAbout the job Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As a Financial Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively. Discover a career that can’t be off-shored or outsourced. At Coastal Wealth you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Representatives. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Job Type: Full-time Schedule: Monday to Friday Compensation: $70,000 - $100,000+ Desired Skills and Experience Qualifications • Strong interpersonal skills and customer service focus, • Market development/networking abilities, • Presentation and organization skills, • Strong work ethic, self-motivated and goal-oriented, • BA, BS, and/or graduate degree or equivalent work experience preferred Responsibilities • Prospecting for clients through networking and referrals, • Developing and maintaining long-term relationships with clients, • Providing financial solutions for clients through fact gathering and needs analyses, • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

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 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 Description Financial Advisor - Agent in Tampa, FL, US: Are you a finance enthusiast keen on making a tangible impact? We are on the lookout for a creative individual with robust analytical skills and exceptional listening abilities to join us as a Financial Wealth Manager in Tampa, FL, US. This role is tailored for individuals skilled in financial analysis, mutual funds, estate planning, and business administration. The opportunity awaits to build a distinguished practice with top-notch benefits. If you bring exceptional communication skills, keen attention to detail, and a track record of proven success, we invite you to submit your application today! Compensation: $75,000 - $185,000 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., • Participate in diverse learning experiences, including in-person, virtual, and online training sessions to enhance skills and knowledge.Qualifications:, • Holding a FINRA 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 had 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 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 Join Our Team as a Registered Investment Advisor! Are you a self-starter with a passion for the financial world? Do you thrive on setting and achieving goals? Are you motivated by a positive mindset and a desire to grow both personally and professionally? If so, we have an exciting opportunity for you! We are seeking a dynamic and driven individual to join our team as a Registered Investment Advisor. As an integral part of our organization, you will have the chance to make a significant impact on our clients' financial success while enjoying the flexibility of remote work. This is a commission-based position with tremendous potential for growth and success. Key Qualifications: ✓ Self-Starter: We value individuals who take initiative, embrace challenges, and proactively seek opportunities. You should possess the drive and determination to succeed, even in a remote work environment. ✓ Goal-Oriented: You should have a proven track record of setting and achieving goals. We are looking for someone who thrives on pushing themselves to new heights and continuously strives for excellence. ✓ Positive Mindset: A positive attitude is contagious, and we believe it creates a productive and enjoyable work environment. We seek individuals who can maintain a constructive outlook, even during challenging times. ✓ Desire to Grow: We are committed to your personal and professional development. If you have a hunger for knowledge, a desire to learn and grow in the financial industry, we are excited to support you on that journey. ✓ Undergraduate Degree: An undergraduate degree in finance, economics, or a related field is required to ensure you have a solid foundation for success in this role. ✓ Series License: While not mandatory, a series license (such as Series 7, 63, or 65) is preferred. It demonstrates your commitment to your craft and will provide a head start in servicing our clients. Joining our team means becoming part of a supportive and collaborative environment that fosters growth, innovation, and professional excellence. We offer ongoing training, mentorship, and the opportunity to work with a diverse range of clients. If you are ready to embark on an exciting journey where your hard work and dedication will be rewarded, please submit your resume and a cover letter detailing why you would be a great fit for this role. We look forward to reviewing your application and discussing how you can contribute to our team's success. Apply now and take the first step towards a rewarding career as a Registered Investment Advisor! Note: Due to the high volume of applications, only shortlisted candidates will be contacted. Company DescriptionIntegrity Advisory Solutions offers a technology platform and lead distribution system to help our IAR candidates become established and successful. Compensation structure well above industry standard and back office support to help maintain the independence that you desire. Successful candidates will be given the opportunity to establish and grow an advisory business without restrictions or unnecessary pressures.Integrity Advisory Solutions offers a technology platform and lead distribution system to help our IAR candidates become established and successful. Compensation structure well above industry standard and back office support to help maintain the independence that you desire. Successful candidates will be given the opportunity to establish and grow an advisory business without restrictions or unnecessary pressures.

Job Description Sequoia 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. The Advisor Group Lead (AGL) at Sequoia Financial Group is responsible for overseeing and guiding a team of financial advisors. This role is ideal for someone who thrives in a performance-driven environment and has a proven track record of leadership in the financial services industry. As an AGL, you will be responsible for empowering your team to deliver exceptional client experiences, exceed growth targets, and maintain the highest standards of integrity and professionalism. The role involves strategic leadership, team management, and operational oversight. Key responsibilities include: Manager Responsibilities • Provide day-to-day coaching and mentoring to designated group of Advisors., • Responsible for performance/development plans, mid-year and year-end reviews, and compensation conversations., • Leads regular meetings with designated group of Advisors to cascade messages from Leadership Committee and other firm forums to reinforce communications coming from across the firm and to put in context relevant for the group., • Be a sounding board and source of input/ideas to Advisors who want to brainstorm strategy/pricing for approach with prospects., • Support Advisors through client problem resolution, client sat and at-risk management., • Review and approve business development expenses and sponsorships in coordination with COO., • Be the point of contact for team to determine staffing of the advisor teams for new clients, • As needed, responsible for recruiting, interviewing and onboarding of new Advisors in coordination with Org Development team., • Size of group depends on the manager’s experience in leading others, functional expertise, capacity and location., • Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.Service Delivery Responsibilities, • Lead designated group of Advisors to adopt and implement firm priorities and initiatives (e.g. technology, service standards, etc.), • Accountable for assisting advisors in driving client participation in firm sponsored client events.Segment Responsibilities, • Actively develop and maintain a designated segment focused point of view to provide thought leadership/input to the Head of Segment Strategy and/or Chief Client Experience Officer., • Ensures consumption and application of the segment strategy tacticsRequired Skills/Experience, • 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, • Prior experience as an Advisor, leading an Advisor team, and/or established credibility in financial advisory experience, • 5-7 years of management experience, • 10+ industry years' experience, • Industry technology experience (CRM/Salesforce/Redtail, Portfolio Management/Tamarac, Black Diamond), • Ability to travel domestically, • A flexible and versatile leader able to work and execute independently, • Industry designation(s) (CFP, CWA, CFA), • Ability to work and manage in and across multiple wealth segments Competencies, • Proven ability to coach for specific results required to be successful as an Advisor, • Strong communication skills, • Ability to multi-task at the highest level, • Ability to lead through change, • Team building skills

Job Description Sequoia 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. The Associate Wealth Advisor is a developmental role intended to provide an experiential learning and development opportunity to team members interested in becoming a Wealth Advisor at Sequoia. The Associate Advisor must have the desire and drive to evolve into a Wealth Advisor within two to three years (able to run smaller, less complex cases on their own). They must be eager and able to learn working closely in support of, and under the guidance of, one to three Advisors and their immediate supervisor. They must have the interpersonal skills to quickly build rapport and trust with referral sources and prospective clients. Technical skills, including investment and financial planning concepts should be beyond basic, and reflective of recent educational focus, 12-36 months of prior industry experience, or from the acquisition or current pursuit of industry credentials (preferably the CFP designation). Responsibilities • Assist other Advisor(s) with prospect and custodian advisor follow-up communications and activities, • Conduct research on prospective clients (Wealth Engine, Facebook, LinkedIn, Google, etc.), • Provide analytical and project management support for the unique needs of the Advisor team, • Develop and prepare marketing presentations for prospective clients, • First calls to custodian reps on referral background and issues/opportunities, • Pre-meeting introductory client materials preparation and distribution, • Manage new business data and associated action items within Salesforce, • Proposal preparation assistance, • Coordination with outside vendors as needed and directed by Advisors(s) (Long Road, Valmark, etc.), • Asset and fee verification for closed/won opportunities, • New relationship and account documentation in concert with Client Service Associates, • Participation in virtual and in-person training and development programs as required, • Prospect or referral source small event planning and execution, • Scheduling and calendar management for Advisor(s), • Participate in some of the team’s prospective client meetings and follow up, as appropriateRequirements, • Must be a registered representative (IAR) of firm, • Minimum of four years experience in a client-facing financial services role, • Must have two consecutive years as IAR with a Series 65 or a Series 7 and Series 66 combination, • OR if less than two consecutive years but have two years immediately prior to IAR registration as any one of the following:, • a registered representative of full service broker dealer, • CFP, CFP, CFA, • Securities portfolio manager, • Bachelor’s degree in Finance or related field required, • Acquired, currently pursuing or willing to pursue the CFP designation, • Prior sales, client service or client-facing experience in any industry, • Ability to assess financial profiles and strategies and communicate issues, opportunities and solutions clearly and concisely to referral sources and prospective clients, • Competent with Microsoft Office Suite and CRM or database applications, • Utmost integrity, • Customer service-oriented with a client-first mentality, • Eagerness to learn and develop, • Ability to work independently as well as leverage resources in a team-based environment, • Professional presence and ability to inspire confidence of clients and team members, • Must be a self-starter and goal-oriented, • Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines, • Strong communication skills, both written and verbal, • Comfortable and competent with extensive use of technology resources in engaging clients and team members

Job Description Company Overview: Executive Financial Partners is growing, and we’re looking for professionals who want a career with purpose. We provide supplemental health insurance that helps families, individuals, and businesses prepare for life’s unexpected challenges. Our reputation is built on integrity, results, and protecting what matters most. Position Description: As an Insurance Sales Representative, you’ll build relationships, identify client needs, and deliver solutions that make a real impact. We’re looking for disciplined, focused individuals with a strong work ethic. Sales experience is a plus, but not required—what matters most is your drive to learn and perform at a high level. Here, success is measured by both performance and the difference you make for clients. We offer professional development, growth opportunities, and a compensation structure that rewards results. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

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. 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 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 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

With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. The Day-to-Day: * Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio st

With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term finan

With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. The Day-to-Day: * Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio st

With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term finan

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporat

Are you financially happy in your current role? Does your current position have opportunities for growth and a rewarding career? If you need to make more money and have a pathway to career advancement, then Leaf Home is just the opportunity you’ve been looking for!.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e

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During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu

Join Our Team as an Assistant Project Manager at Stewart Built! Are you a detail-oriented individual with a passion for project management and construction? Stewart Built is seeking an Assistant Project Manager/Asst.Superintendent to join our team in Tampa, FL.At Stewart Built, we offer a unique wor

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. What you'll do as Financial Advisor:. That's why every day we partner with financial professionals and institutions to make it possible for more peopl

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The Advisor Career Development Associate Branch Manager will help drive profitable growth by leading, coaching, and developing assigned Advisor Career Development (ACD) advisors in a specified Region hub. Train ACD advisors through a standardized training curriculum to become proficient at acquiring

Knowledge of project management process redesign techniques and skills audit techniques financial analysis problem solving change management and customer service skills.

At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns.

Agero offers a wide range of benefits to promote well-being encourage personal development and ensure financial stability. Financial Security: 401(k) plan with company match and tuition assistance to support your future goals.

Job Description: Join an elite group of sellers bringing customized, white glove experiences directly to the customer’s door.Field Sales Representatives at AT&T are driven to connect – every interaction is an opportunity to introduce the latest technology and services, thriving on the challenge

Effectively and efficiently allocates all human financial and material resources to meet business objectives.

Perform complex data analysis, data mapping and transformations in applications in financial domain.

Seeking an Electrical Project Manager with estimating experience and 5-10 years of commercial marine and residential electrical experience in Tampa FL.Salary: $90k - $110k BONUS based on experience.Schedule: Full-time Monday Friday 7:00 AM 3:00 PM.Medical Dental Vision PTO 401k and more!.Analyze

Our benefits reflect this philosophy by supporting your physical health, financial wellbeing, and work/life balance, ensuring you're equipped for all the moments that matter.

Serve as a proactive advisor offering insights and recommendations to guide the organizations technology roadmap and digital transformation journey.

Locations: Birmingham, AL or Tampa, FL.Generous Compensation + Bonus + Vehicle Allowance.Company Cell Phone + Travel Perks Included.In this role, you'll manage budgets, oversee teams, ensure compliance, and drive exceptional project delivery.If you thrive in a fast-paced environment and enjoy managi

Seeking an individual with knowledge of human services and/or behavioral healthcare seeking an entry level receptionist and scheduling position.Full-Time Non-Exempt 40 hours weekly.Highland Behavioral Health Center.Ellenville Behavioral Health Center.Center Street Ellenville NY 12428.Schedules canva

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Carrier Global Corporation global leader in intelligent climate and energy solutions is committed to creating solutions that matter for people and our planet for generations to come.From the beginning weve led in inventing new technologies and entirely new industries.Today we continue to lead becaus

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We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Perform complex data analysis, data mapping and transformations in applications in financial domain.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

This company is truly one of the most reputable and best builders in all of Florida.They are based in South Florida, have been in business for over 50 years, are completely client focused, do almost 100% negotiated work, and are growing due to their excellent reputation.They have started a new multi

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Project Manager - Healthcare Construction and Renovation, Tampa, FL.If you're passionate about making a difference through high-quality construction that enhances patient care, this opportunity is for you.Our client is a leader in healthcare construction, specializing in building and renovating stat

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This position is accountable for multiple projects and has primary responsibility and accountability for the financial, schedule, quality and safety objectives for the projects under their supervision. High level of analytical ability to review financials and for project efficiency.

We are seeking a motivated Assistant Project Manager to support the successful execution of real estate development projects.This role is ideal for a proactive individual eager to contribute to the planning, coordination, and delivery of high-quality residential, commercial, and mixed-use developmen

Conduct detailed financial and customer profitability analyses to guide strategic decisions.

Our Client is more than just a commercial real estate company—they create workplaces that inspire growth, community, and connection.Their mission is to design and deliver exceptional environments that support their teammates, customers, and communities.Through innovation, care, and a commitment to

Our client, a leading healthcare-focused construction company with a strong reputation across Florida, is seeking an.This role is based in the Tampa / Fort Myers region and offers the opportunity to build a long-term career in the healthcare construction sector.While direct healthcare experience is

The ideal candidate will have experience in managing a mid- to large-scale healthcare project from start to finish.This candidate will be able to create a plan of action which will consider a fixed timeline and evaluate risks.This individual should also have experience managing people and be an effe

Civil Engineering Project Manager.Hybrid / Tampa or Jacksonville or Orlando, FL.DOE, $115,000$145,000 + discretionary bonus + benefits.Youll guide projects from concept to construction, mentor junior engineers, and bring technical excellence to every detail.Manage overall project direction for storm

We are seeking a skilled and experienced Healthcare Project Manager to lead the planning, execution, and delivery of healthcare construction projects in the Tampa area.This role requires expertise in managing complex healthcare environments, strong leadership capabilities, and a proven ability to de

The ideal candidate will have experience in managing a mid- to large-scale healthcare project from start to finish.This candidate will be able to create a plan of action which will consider a fixed timeline and evaluate risks.This individual should also have experience managing people and be an effe

A well-established general contractor with a strong presence across Florida, known for delivering high-quality commercial projects and fostering a collaborative team culture.This company is expanding its Sarasota operations and is seeking a driven Project Manager to lead exciting new builds.You’ll

We are seeking a motivated Assistant Project Manager to support the successful execution of real estate development projects.This role is ideal for a proactive individual eager to contribute to the planning, coordination, and delivery of high-quality residential, commercial, and mixed-use developmen

Civil Engineering Project Manager.Hybrid / Tampa or Jacksonville or Orlando, FL.DOE, $115,000–$145,000 + discretionary bonus + benefits.You’ll guide projects from concept to construction, mentor junior engineers, and bring technical excellence to every detail.Manage overall project direction for

A well-established general contractor with a strong presence across Florida, known for delivering high-quality commercial projects and fostering a collaborative team culture.This company is expanding its Sarasota operations and is seeking a driven Project Manager to lead exciting new builds.Youll ov

This position is accountable for multiple projects and has primary responsibility and accountability for the financial, schedule, quality and safety objectives for the projects under their supervision. High level of analytical ability to review financials and for project efficiency.

Our Client is more than just a commercial real estate companythey create workplaces that inspire growth, community, and connection.Their mission is to design and deliver exceptional environments that support their teammates, customers, and communities.Through innovation, care, and a commitment to qu

Perform complex data analysis, data mapping and transformations in applications in financial domain.

Project Manager Job Description:.The Project Manager will have a strong track record of completing projects specifically within the multifamily sector, ensuring their successful delivery within schedule and budget along with the ability to manage vendors, subcontractors, and field staff throughout t

Project Manager - Healthcare Construction and Renovation, Tampa, FL.If you're passionate about making a difference through high-quality construction that enhances patient care, this opportunity is for you.Our client is a leader in healthcare construction, specializing in building and renovating stat

Perform complex data analysis, data mapping and transformations in applications in financial domain.

We’re looking for an experienced.DOT services contract in the Tampa area.If you're skilled in managing infrastructure projects and know your way around drainage, roadside, or traffic operations — this might be the role for you.Overseeing day-to-day project operations to ensure contract standards

We are seeking a skilled and experienced Healthcare Project Manager to lead the planning, execution, and delivery of healthcare construction projects in the Tampa area.This role requires expertise in managing complex healthcare environments, strong leadership capabilities, and a proven ability to de

Locations: Birmingham, AL or Tampa, FL.Generous Compensation + Bonus + Vehicle Allowance.Company Cell Phone + Travel Perks Included.In this role, you’ll manage budgets, oversee teams, ensure compliance, and drive exceptional project delivery.If you thrive in a fast-paced environment and enjoy mana

Morgan Stanley Financial Advice.

At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns.

OnSpot Dermatology is looking to add an experienced Full-Time or Part Time Medical Receptionist/Call Center Representative who will work closely with our patients to create a medical experience like no other! OnSpot is an innovative full service mobile dermatology practice that prioritizes convenien

Sage Dental is the leading Dental Support Organization (DSO) in the Southeast, and we are continuing to grow! At Sage, people are at the core of everything we do.We are looking for dynamic and talented professionals who fit our culture of innovative technology, constant learning, and patient-centric

Water Resources Engineering Project Manager.Water Resources Engineering Project Manager - Tampa, FL.Singhofen Halff has an immediate opening for an experienced Professional Water Resources Engineer, with a Florida PE License, to fulfill the role of Project Manager in Tampa, FL.The ideal candidate wi

Additionally, Carlton Fields provides a comprehensive suite of benefits to promote health and financial security, including medical, dental, and vision insurance as well as life, accident, and disability insurance plans.

Depot Connect International (DCI),.Tank/ISO Tank Container Services and Tank Trailer Parts industry.We're more than just a service provider; we're a unified team combining the expertise of industry leaders.Headquartered in Tampa, Florida, with over 160 locations worldwide, our team of over 3,500 emp

Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns.

Lean Process Business Analyst (Lean Six Sigma) 6 mo contract - Hybrid Lincoln, RI (3 days/ week) The Lean Process Business Analyst will work with a variety of users, from C-level executives to customer service representatives.The ideal candidate must have 10 years of experience working with differen

As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. An education-based Accelerator Program designed to suc

Experience and comfortable working in large multi-national financial institutions, especially when required to liaise with multiple global stakeholders to obtain a consensus.

This role requires the ability to work lawfully in the U.Join Spectrum and unlock your potential with competitive pay starting at $18/hour, plus lucrative incentives that can bring top performers to an annual salary of over $70,000 a year! And thats not all, enjoy free and discounted Spectrum servic

Depot Connect International (DCI),.Tank/ISO Tank Container Services and Tank Trailer Parts industry.We're more than just a service provider; we're a unified team combining the expertise of industry leaders.Headquartered in Tampa, Florida, with over 160 locations worldwide, our team of over 3,500 emp

As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. An education-based Accelerator Program designed to suc

Lead project teams and ensure the quality of deliverables, schedules are met, and the financial success of projects.

Now accepting applicants for Focus Group studies.Earn up to $750 per week part-time working from home.Must register to see if you qualify.No Customer Service Representative Agent experience needed.Customer Service Representative Agent Work From Home - Part Time Remote Focus Group Panelists.Our compa

Registers new patients and updates existing patient demographics by collecting detailed patient information including personal and financial information.

Now accepting applicants for Focus Group studies.Earn up to $750 per week part-time working from home.Must register to see if you qualify.No Administrative Assistant admin experience needed.Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists.Our company is seeking

Responsible for providing advanced administrative support to ensure the department flow and logistics.May handle sensitive information and is expected to maintain confidentiality at all times.Responsible for performing job duties in accordance with Administrative Assistant, Administrative, Assistant

PeopleSoft ERP systems (HR, Financials, and Supply Chain). PeopleSoft Financial and Supply Chain.

The Program Management Sr Analyst is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function.Integrates subject matter and industry expertise within a defined area.

Now accepting applicants for Focus Group studies.Earn up to $750 per week part-time working from home.Must register to see if you qualify.No Customer Service Representative Agent experience needed.Customer Service Representative Agent Work From Home - Part Time Remote Focus Group Panelists.Our compa

Lead project teams and ensure the quality of deliverables, schedules are met, and the financial success of projects.

Our benefits reflect this philosophy by supporting your physical health, financial wellbeing, and work/life balance, ensuring.

Our friendly, professional Medical Receptionist will have the opportunity to provide a warm welcome to the patients that come to our office for care.This is a temporary position, full time hours for approximately 5-6 months.Possible weekend rotation and travel to other locations as needed.Position d

GovCIO is currently hiring for an IT Project Manager to provide operational and integration support for an international, multi-vendor infrastructure, including various networks, systems, and cybersecurity solutions.This is an on-site position with remote opportunities located in Tampa, FL.Creates i

The Bilingual Medical Receptionist / Phone Operator performs general business office functions that may include some or all of the following: Greeting patients at check in Processing all intake forms Scanning documents Answering phones Scheduling app Medical Receptionist, Bilingual, Receptionist, Pa

The Project Manager is responsible for leading and managing a team including assist project managers, superintendents, and field engineers to deliver exceptional results for our clients.The PM is an executive level position, and is expected to identify, propose, close, and manage data center constru

Ability to adhere to highest standards of confidentiality and discretion in all proprietary business, financial, and employee matters.

Sage Dental is the leading Dental Support Organization (DSO) in the Southeast, and we are continuing to grow! At Sage, people are at the core of everything we do.We are looking for dynamic and talented professionals who fit our culture of innovative technology, constant learning, and patient-centric

Ability to adhere to highest standards of confidentiality and discretion in all proprietary business, financial, and employee matters.

We are currently looking for individuals to fulfill Part-Time and Full-Time Administrative Assistant Jobs.No experience is required to apply for the position.Training is provided through former experienced employees and available to hired applicants.We are looking for individuals able to carry out v

An Administrative Assistant provides administrative support to the manager(s) and others in the Company by supplying information to callers, maintaining files, organizing and keeping schedules and appointments, generating standard reports, and produc Administrative Assistant, Administrative, Assista

An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance pr

Document processing and transmission in a timely manner.Word processing and data entry.Registering projects and proposals.Filing, assembling and binding reports.Formatting and scanning documents.Assisting with answering phones and office mail delivery.Providing backup to other administrative personn

Customer Service Representative.Position: Customer Service Representative.Job Summary: We are seeking a dedicated Customer Service Representative to join our dynamic team as soon as possible! In this vital role, you will be the face of our organization, interacting directly with our valued customers

We are partnered with a leading contractor in the construction industry, specializing in high-quality.They are committed to delivering exceptional results and creating lasting value for their clients.As they continue to grow, they are seeking a talented.This company offers great culture, competitive

Working as the Financial Analyst you will report directly to the Controller, and will be responsible for creating and monitoring purchase orders at the University of South Florida facilities department, while ensuring that financial activities are in compliance with all applicable federal and state

If you are a current employee, faculty or adjunct instructor at Herzing University (not a Contractor or temporary employee through a staffing agency), please click here to log in to UKG and then navigate to Menu >.View Opportunities to apply using the internal application process.This role requires

Administrative Assistant - Tampa, FL.Wright-Pierce has an exciting opportunity for an Administrative Assistant based in our Tampa, FL, office! As an Assistant at Wright-Pierce, you will be part of a collaborative Administrative Team supporting a growing company.You will be responsible for the day-to

We are looking for a Project Manager/Estimator experienced in Residential or Commercial Millwork projects to accurately management and estimate materials, labor, and other related expenses for high-end Architectural Mill- and Casework projects.As the Project Manager/Estimator you will be responsible

Prepare and review the various sections of the audit programs for Integrated, Financial, Cash, and Financial Team Leader reviews. Reporting to the Audit Director, the Financial Audit Analyst is responsible for conducting financial and compliance reviews while actively recruiting and mentoring teamma

Now Hiring: Marine Construction Project Manager/Estimator.We are actively seeking an experienced.Marine Construction Project Manager/Estimtor.This is a key role with a well-established and respected marine contractor, offering long-term opportunity and competitive compensation.Minimum of 4+ years of