Trabajos financial advisor en Indianapolis, Indiana - Page 2Crear alertas

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

Job Description Are you an exceptional listener with a talent for crafting smart, data-driven strategies? We're looking for an ambitious and money-minded individual eager to launch a rewarding career in financial services. Our ideal entry-level financial advisor loves building lasting relationships, has a keen interest in financial data, and is excited to learn about everything from estate planning to mutual funds. If you're a clear communicator with a sharp eye for detail, we want to hear from you! Why Join Lakeshore Financial Group? • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies, • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life., • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed., • Professional Development: Gain valuable experience in sales, finance, and client relationship management., • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth managementQualifications:, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is requiredAbout Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Job DescriptionDescription: Assistant Financial Advisor (Path to Lead Advisor) – Indianapolis, IN We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves. If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity. What You’ll Do • Attend client meetings, • Prepare meeting agendas, gather data, and create follow-up communications, • Deliver exceptional client service and support, • Handle client inquiries professionally and promptly, • Maintain accurate CRM records, • Support financial plan preparation and data input, • Strong client service and communication skills, • Proven experience in customer satisfaction roles, • Basic understanding of finance, • Ability to multitask in a fast-paced environment, • Excellent attention to detail, • Clear, structured track to Lead Advisor, • Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification), • Collaborative, professional culture, • Opportunities to take on more responsibility as you progress, • Medical, Dental & Vision Insurance, • 401(k), • Short-Term & Long-Term Disability, • Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required), • 1–3 years of experience in financial services, client service, or professional office environment, • Experience supporting advisors, planners, or client service teams a plus, • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint), • Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.), • Basic understanding of financial planning concepts, investment types, and account structures, • Exceptional verbal and written communication skills, • Ability to explain processes clearly and professionally, • Demonstrated success in high-touch client service roles, • High attention to detail with low error rates, • Ability to manage multiple tasks in a fast-paced environment, • Strong problem-solving skills with the ability to anticipate advisor and client needs, • Team-player mindset with a willingness to learn and grow into an advisor role, • Resourceful, self-motivated, and takes ownership of work, • Maintains confidentiality and handles sensitive information appropriately, • Positive attitude, adaptable, and calm under pressure

Job DescriptionDescription: Description Position Summary Responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations. Position Responsibilities Assists the lead advisor as a “Client Relationship Manager,” which includes answering client questions about investment issues and updating the CRM with all issues related to client communications and/or investments. Follows the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews. Performs Discovery Meeting prep – Assists advisor in preparation of initial meeting with prospects. · Attends Discovery Meeting with advisor, take notes to be added to CRM · Performs Solutions Meeting prep – Assists advisor in preparation of solutions meeting with prospect, which may include the use of financial planning software such as eMoney or MoneyGuidePro · Puts together client paperwork package, financial planning overview and fee information with the help of admin · Performs Implementation Meeting prep – Assists advisor in preparation of implementation meeting with prospective client · Activates client in financial planning software · Preps for review · Logs all activity into CRM · Handles the Client Review Checklist: Runs financial plan · Creates financial plan review with planning software for accounts under our management Requirements: Required Skills & Experience · Bachelor’s degree in business, administration, accounting, finance, or similar field of study · Minimum of two years’ experience in the financial services industry preferred · Series 7, 63, 65, or CFP preferred or required to obtain within timeline · Strong interpersonal skills · Strong time management and organizational skills · Ability to prioritize and manage multiple projects · Ability to recognize and provide solutions to problems · Exhibit strong ethics and a desire to help clients and give them extraordinary service · Must pass criminal and credit background checks

Provide subject matter expertise on SFIS/SLOA, serving as a central resource for best practices and technical advice across the DoD financial management landscape. Preferred: Master's degree, SFIS/SLOA guidance and its practical application within federal financial environments. Our Deloitte Finance

Title: Financial Advisor Location: Indianapolis, IN $80,000-$120,000 depending on experience. We are seeking a motivated and experienced Financial Advisor to join our growing team. This role is ideal for an advisor who thrives in a collaborative, small-firm environment and wants to make a meaningful

Join our dynamic team at EHC Wealth Advisors, a financial services firm dedicated to helping clients achieve their long-term financial goals. Collaborate with senior financial advisors to assess clients' financial needs and provide analysis and recommendations. In this role, you will support senior

Job Description At Blue & Co., LLC, we’re on the lookout for ambitious interns to jump into our Audit or Healthcare Reimbursement teams across multiple locations. If you’re ready to gain real-world experience and grow your career with a firm delivering outstanding service – we’d love to have you on Team Blue! Available Locations: Carmel, IN; Indianapolis, IN; Seymour, IN; Columbus, IN; Bedford IN; Lexington, KY; Louisville, KY; Cincinnati, OH; Columbus, OH; Detroit, MI What You’ll Do: As a Blue intern, you’ll gain meaningful, hands-on experience by contributing directly to our client service teams. You’ll be supported by mentors, receive real-time feedback, and collaborate with coworkers, leadership, and client business owners. Depending on your practice group, your responsibilities may include: • Assisting with audits and reviews, • Understanding the impact of business transactions on the financial statements and cultivating the “business advisor” perspective, • Preparation of basic financial statements and schedules for clients, • Assistance on Medicaid/Medicare cost reports analysis for health care facilities, • Strong academic performance (Minimum GPA 3.2), • Accounting, Finance or related major on track to meet the requirements for CPA exam, • Strong technical skills in Microsoft Office, including Word, PPT, Outlook and Excel, • Demonstrated leadership and problem-solving skills, • Success in working independently and as part of a team, • Available to work overtime hours including evening/weekends and travel as necessary, • Exhibit strong communication skills - willingness to ask questions to gain knowledge of complex subjects, • Authorized to work in the U.S. on a permanent basis Why Blue & Co., LLC: At Blue & Co., interns are a vital part of our future. You’ll build real experience, strong connections, and see what a rewarding career in public accounting can look like. We value your growth, unique perspective, and your success – because your success fuels ours. We will not sponsor an employment related visa for this position. A background check will be required for employment in this position. Blue is an EOE/AA employer. M/F/D/V. All individuals, including minorities, women, individuals with disabilities, and veterans are encouraged to apply. #LIOnsite EEOC

Organization OverviewJoin the Indiana Philanthropy Alliance (IPA), a powerful network of foundations, corporations, and other social investors working together to lead change, improve lives, and lift communities through effective philanthropy. Giving Indiana Funds for Tomorrow (GIFT) is an initiative of Lilly Endowment Inc., hosted by IPA, which has supported the development of a community foundation in each of Indianas 92 counties since 1990. IPA is home to the technical assistance component of GIFT, which is supported by Lilly Endowment. The GIFT Technical Assistance team offers hands-on support and professional development to Indiana community foundation staff and boards.Position SummaryThis is a full-time, grant-funded position providing executive leadership for the training and technical assistance program associated with Lilly Endowments GIFT initiative for Indiana community foundations. Lilly Endowment has supported the development and growth of Indiana community foundations since 1990, including an extensive program of training and technical assistance.The scope of the position is broad, encompassing administrative, programmatic, financial, and personnel management for the program.REPORTS TO:President and CEO of IPASUPERVISES:Director of GIFT Programs, GIFT Program Manager, Technical Assistance Advisor, and consultants. Serves as interim CEO in his/her absence.FLSA STATUS:ExemptPosition SpecificsLeadership:Provide leadership and oversight for designing programs aimed at current and future needs of community foundations. Stay abreast of national trends, resources, and best practices within the community foundation field. Maintain strong working relationships with key partners inside Indiana and around the country. Engage on a regular basis with Lilly Endowment Community Development staff in developing technical assistance and programming goals for GIFT support of community foundations.Management:Supervise the performance of staff providing GIFT technical assistance and overseeing the work of external consultants. Manage GIFT budget. Serve as part of IPAs Management Team to ensure effective cross-department communication, team functioning, and programming for all IPA members.Responsible for the Community Foundation Intern (CFI) Program, including timely processing of applications and payments, data tracking, and reporting to Lilly Endowment.Develop an annual proposal and budget for Lilly Endowment for GIFT technical assistance that outlines the scope, content, and delivery vehicles for supporting Indiana community foundations on all aspects of foundation affairs and management, in consultation with IPAs President/CEO. Act on behalf of the IPA President/CEO, as authorized, in financial, operational, and other IPA matters.Technical AssistanceEnsure the provision of timely responses to requests for technical assistance and consultation from Indiana community foundations on all aspects of foundation operations (e.g., governance, finance, fund management, asset development) utilizing a broad range of methods and formats as appropriate (e.g., via phone, email, web-based, in-person, on-site, etc.), including direct provision of technical assistance by the Vice President, as appropriate.TrainingDirect the development and implementation of professional development and training programs on broad aspects of community foundation affairs and management, in response to needs assessment and input from the field, current and topical issues and trends, and other relevant content areas that promote the effectiveness of Indiana community foundations. The Vice President of GIFT Technical Assistance will serve as a trainer, as well as supervise the performance of other GIFT staff and external consultants in such roles.Liaison to Lilly EndowmentServe as the primary liaison with Lilly Endowment Community Development for the development of IPA Foundations grant proposals for GIFT technical assistance and the Community Foundation Intern Program, including primary responsibility for writing proposals and providing status reports under the grants. Ensure effective performance of responsibilities and budget tracking under the GIFT technical assistance grants.External RelationsThe Vice President of GIFT Technical Assistance represents the Indiana Community Foundation field to external partners and stakeholders. This individual also works closely with IPAs President/CEO to support GIFT and IPA as recognized voices in Indiana philanthropy. Maintain effective relationships with other local, statewide, and national organizations to promote and support Indiana community foundations.QualificationsBachelors degree required.A minimum of 7 years of experience in management or leadership positions; experience in community foundations or philanthropy is advantageous.Demonstrated leadership skills, including positions held, awards and achievements, and recognitions.Experience in managing staff is advantageous.Understanding of the fundamental activities and responsibilities of a community foundation; technical expertise preferred.Strong public speaking and communication skills.Project management and strong execution strengths, demonstrated experience in managing budgets.Strong preference for Indiana community foundation experience.Proficient with basic technology platforms and programs such as Zoom, Microsoft Word, Excel, and PowerPoint.Practical knowledge and comfort in educational techniques and practices.Well-developed relationship-building skills with multiple stakeholder interests.Ability to work well within a team environment.Commitment to the values and mission of Indiana Philanthropy Alliance.Physical RequirementsThe majority of the job is located inside a downtown Indianapolis office during regular business hours of operation; however, occasional evening or weekend work may be required.Regular use of the keyboard.Ability to lift up to 20 pounds, bend, and stoop.Flexible schedule that allows for conducting training at different times and locations.Able to drive for travel around the state.Consistent sitting for many hours at a time.This job description does not represent an inclusive list of all duties encompassed in this position, but rather serves as a tool to assist the employee in this position. The existence of this job description, or any other job description, does not in any way negate Indiana Philanthropy Alliances at will employment status. Salary & BenefitsSalary is competitive. Benefits include group health coverage, which includes dental and vision; life insurance; short- and long-term disability coverage; health savings or flexible spending accounts; employer-sponsored retirement plan; and paid time off.How to ApplySend a cover letter, resume, current salary, and three professional references to 48lbodrsr69ds0kgis0ny42uhexjs3PDN-a05c98dd-e2ee-43e4-93e8-493401a162a4

Organization Overview Join the Indiana Philanthropy Alliance (IPA), a powerful network of foundations, corporations, and other social investors working together to lead change, improve lives, and lift communities through effective philanthropy. Giving Indiana Funds for Tomorrow (GIFT) is an initiative of Lilly Endowment Inc., hosted by IPA, which has supported the development of a community foundation in each of Indiana's 92 counties since 1990. IPA is home to the technical assistance component of GIFT, which is supported by Lilly Endowment. The GIFT Technical Assistance team offers hands-on support and professional development to Indiana community foundation staff and boards. Position Summary This is a full-time, grant-funded position providing executive leadership for the training and technical assistance program associated with Lilly Endowments GIFT initiative for Indiana community foundations. Lilly Endowment has supported the development and growth of Indiana community foundations since 1990, including an extensive program of training and technical assistance. The scope of the position is broad, encompassing administrative, programmatic, financial, and personnel management for the program. • REPORTS TO:President and CEO of IPA, • SUPERVISES:Director of GIFT Programs, GIFT Program Manager, Technical Assistance Advisor, and consultants. Serves as interim CEO in his/her absence., • FLSA STATUS:Exempt Position Specifics • Leadership:, • Provide leadership and oversight for designing programs aimed at current and future needs of community foundations. Stay abreast of national trends, resources, and best practices within the community foundation field. Maintain strong working relationships with key partners inside Indiana and around the country. Engage on a regular basis with Lilly Endowment Community Development staff in developing technical assistance and programming goals for GIFT support of community foundations., • Management:, • Supervise the performance of staff providing GIFT technical assistance and overseeing the work of external consultants. Manage GIFT budget. Serve as part of IPAs Management Team to ensure effective cross-department communication, team functioning, and programming for all IPA members., • Responsible for the Community Foundation Intern (CFI) Program, including timely processing of applications and payments, data tracking, and reporting to Lilly Endowment., • Develop an annual proposal and budget for Lilly Endowment for GIFT technical assistance that outlines the scope, content, and delivery vehicles for supporting Indiana community foundations on all aspects of foundation affairs and management, in consultation with IPAs President/CEO., • Act on behalf of the IPA President/CEO, as authorized, in financial, operational, and other IPA matters., • Technical Assistance, • Ensure the provision of timely responses to requests for technical assistance and consultation from Indiana community foundations on all aspects of foundation operations (e.g., governance, finance, fund management, asset development) utilizing a broad range of methods and formats as appropriate (e.g., via phone, email, web-based, in-person, on-site, etc.), including direct provision of technical assistance by the Vice President, as appropriate., • Training, • Direct the development and implementation of professional development and training programs on broad aspects of community foundation affairs and management, in response to needs assessment and input from the field, current and topical issues and trends, and other relevant content areas that promote the effectiveness of Indiana community foundations. The Vice President of GIFT Technical Assistance will serve as a trainer, as well as supervise the performance of other GIFT staff and external consultants in such roles., • Liaison to Lilly Endowment, • Serve as the primary liaison with Lilly Endowment Community Development for the development of IPA Foundations grant proposals for GIFT technical assistance and the Community Foundation Intern Program, including primary responsibility for writing proposals and providing status reports under the grants. Ensure effective performance of responsibilities and budget tracking under the GIFT technical assistance grants., • External Relations, • The Vice President of GIFT Technical Assistance represents the Indiana Community Foundation field to external partners and stakeholders. This individual also works closely with IPAs President/CEO to support GIFT and IPA as recognized voices in Indiana philanthropy. Maintain effective relationships with other local, statewide, and national organizations to promote and support Indiana community foundations. Qualifications • Bachelors degree required., • A minimum of 7 years of experience in management or leadership positions; experience in community foundations or philanthropy is advantageous., • Demonstrated leadership skills, including positions held, awards and achievements, and recognitions., • Experience in managing staff is advantageous., • Understanding of the fundamental activities and responsibilities of a community foundation; technical expertise preferred., • Strong public speaking and communication skills., • Project management and strong execution strengths, demonstrated experience in managing budgets., • Strong preference for Indiana community foundation experience., • Proficient with basic technology platforms and programs such as Zoom, Microsoft Word, Excel, and PowerPoint., • Practical knowledge and comfort in educational techniques and practices., • Well-developed relationship-building skills with multiple stakeholder interests., • Ability to work well within a team environment., • Commitment to the values and mission of Indiana Philanthropy Alliance. Physical Requirements • The majority of the job is located inside a downtown Indianapolis office during regular business hours of operation; however, occasional evening or weekend work may be required., • Regular use of the keyboard., • Ability to lift up to 20 pounds, bend, and stoop., • Flexible schedule that allows for conducting training at different times and locations., • Able to drive for travel around the state. Salary & Benefits Salary is competitive. Benefits include group health coverage, which includes dental and vision; life insurance; short- and long-term disability coverage; health savings or flexible spending accounts; employer-sponsored retirement plan; and paid time off. How to Apply Send a cover letter, resume, current salary, and three professional references to . recblid 48lbodrsr69ds0kgis0ny42uhexjs3 PDN-a05c98dd-e2ee-43e4-93e8-493401a162a4

Description: Location: Indianapolis, IN About the Role Larson Financial Holdings is seeking a Senior Trader to join our Investment Team and take ownership of day-to-day execution across equities and derivatives. This role blends portfolio implementation, options overlays, and tactical trading inside a growing investment platform serving high-net-worth and ultra-high-net-worth families. You’ll translate investment strategy into live positions: managing equity trades, executing options strategies, and helping refine our firm’s trading processes. The ideal candidate combines institutional trading discipline with a collaborative, team-based mindset. Key Responsibilities Trading & Execution • Execute equity and derivative trades across client portfolios, ensuring precision, speed, and best execution., • Manage order flow, allocations, and liquidity across custodial platforms (primarily Schwab)., • Implement and roll options overlays including covered calls, basis trades, and hedging positions., • Work with portfolio managers to translate investment decisions into account-level trades., • Manage tax-sensitive trading — including loss harvesting, holding period awareness, and short/long gain optimization., • Help enhance trade workflows, automation, and reporting systems for greater scale and transparency., • Monitor margin, collateral, and exposure to ensure adherence to client risk guidelines., • Partner closely with the Investment Team, Operations, and Compliance to maintain accuracy and control., • Provide trading insight and feedback to inform future strategy and platform improvements., • Document and communicate trading activity clearly to both internal teams and leadership. Requirements:, • 3–5 years of equity and options trading experience within an RIA, asset manager, or hedge fund, • Series 63 (Series 7 preferred), • Deep understanding of equity markets, derivatives, and risk management, • High attention to detail under pressure; execution-first mindset, • Experience managing multi-account overlays or implementing firm-wide rebalances, • Degree in Finance, Economics, or related field, • Experience with Schwab systems (Advisor Center, OMS, or OMS API tools), • Python, C++, MatLab or Excel VBA for automation/reporting, • Direct impact on portfolio implementation and client outcomes., • Exposure to complex investment strategies across public and private markets., • Collaborative team environment focused on continuous improvement and innovation., • Competitive compensation with performance incentives and growth potential. Larson offers a generous employee benefits & perks package: • Profit Sharing Bonus Program, • 401(k) Employer Match up to 4%, • Medical Insurance (HDHP HSA plans are 100% paid for the employee), • ER PD Telehealth, • Dental Insurance, • Vision Insurance, • ER PD Life, Disability & EAP Insurance, • Supplemental Insurance, • Paid time Off (112 hours after 90 days), • Holiday Pay (12 Holidays), • Training & Education, • ER Events, Awards, Activities PI76a9da8bf46c-37344-38857101

Title: Tax and Accounting Manager Location: Indianapolis, IN Industry: Financial Services Salary: $90,000 to $120,000 Position Overview The Tax & Accounting Manager will oversee all aspects of tax preparation, planning, and accounting functions for individual and business clients. This individual will play a key role in supporting the firm's advisory team, ensuring accurate financial reporting, compliance with regulations, and strategic tax guidance aligned with clients' long-term goals. This is a hands-on position within a small firm environment; ideal for someone who enjoys both client-facing advisory work and technical execution. Key Responsibilities * Manage and review preparation of individual, business, trust, and estate tax returns. * Provide proactive tax planning and strategic advice to clients in collaboration with the firm's financial advisors. * Oversee bookkeeping, financial reporting, and accounting functions for select business clients. * Maintain compliance with federal, state, and local tax regulations. * Serve as a trusted advisor to clients, helping them understand and plan for tax implications of their broader financial goals. Qualifications * Bachelor's degree in Accounting, Finance, or related field. * Active CPA license or Enrolled Agent (EA) required. * Minimum of 3-7 years of experience in public accounting, tax, or wealth management.

Due to our continued growth, you will have the opportunity to lead, manage, and develop a tax and accounting team as a Tax Manager. This Jobot Job is hosted by: Eric Kee Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $180,000 - $220,000 per year A bit about us: We are a rapidly growing CPA firm committed to delivering proactive guidance and personalized service to our clients. Our team is driven by integrity, collaboration, and a deep understanding of tax and accounting solutions for businesses and high-net-worth individuals. With a strong focus on work-life balance and professional growth, we’re building something special—and we’re just getting started. Why join us? • Competitive salary with bonus potential, • Clear path to leadership and partner-track opportunities, • Collaborative, close-knit team that values your voice and expertise, • Access to diverse clients and challenging, meaningful work Job Details • Licensed CPA is a MUST, • Tax return preparation & review, planning, and business consulting services - 1040, 1120/1120s, 1065, 1041***, • *Estimated partnership track is up to 4 years, with the potential to achieve full vesting in as little as 2 years for those who independently develop business., • Manage and develop client relationships, ensuring top-tier service delivery, • Ensure compliance and quality in all tax-related work products, • Act as a trusted advisor to clients, providing strategic tax and financial guidance Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description: Senior Auditor Location: Indianapolis, IN - Hybrid Compensation: $90,000 - $120,000 (depending on experience) About the Opportunity We are representing a respected regional CPA firm in Indianapolis that is seeking a Senior Auditor to join their team. This role is ideal for an experienced audit professional who has earned their CPA designation and is ready to take on a leadership position within a collaborative and client-focused environment. Key Responsibilities • Lead audit engagements for a diverse portfolio of clients across industries, • Plan, execute, and review audit procedures to ensure compliance with professional standards, • Supervise and mentor junior staff, providing guidance and training, • Prepare and review financial statements and audit reports, • Identify and communicate audit findings and recommendations to clients, • Maintain strong client relationships and serve as a trusted advisor, • CPA designation required, • Bachelor's degree in Accounting or related field, • 4-7 years of progressive audit experience in public accounting Why This Role Stands Out • Competitive salary range of $90,000 - $120,000 DOE, • Opportunity to join a well-established regional CPA firm with a strong reputation in Indianapolis, • Exposure to a wide range of industries and clients, • Career advancement potential with clear pathways to leadership roles, • Supportive and collaborative team environment #INDEC2025 #LI-LS1 #LI-Hybrid

Job Description:\n\nDescription: Title: Director of Real Estate Solutions – Indiana Employee Status: Full Time – Exempt Salary: Salary Grade 7. Starting range of $105,000 – $116,000 | Indiana Reports to: Senior Vice President of Real Estate Solutions Department: Core Business Solutions – Real Estate Solutions Location: Indianapolis, IN Hybrid Remote: In office: T/W | Remote: M/Th/F Department Purpose: Facilities expertise is a critical resource that’s often beyond the reach of nonprofits serving communities with limited resources. IFF works hard to change that. For more than 25 years, IFF has specialized in creative Real Estate Solutions (RES) that help nonprofits achieve their growth goals and best serve their communities. IFF’s clients include human services agencies, supportive housing providers, schools, health clinics, arts organizations, and community centers. RES takes the time to understand the nonprofit leadership’s vision and become their trusted advisor when it comes to making real estate decisions with more confidence. RES also works closely with municipalities and community-serving groups to help provide solutions to nonprofits in under-resourced communities. Because the needs of nonprofits are unique, RES has developed a specialized team of real estate specialists to support nonprofits in every step of the way, from the early stages of a project to feasibility analysis, facility condition assessments, site search and due diligence for property acquisition, all the way through construction and project closeout. RES also collaborates internally across departments to build nonprofit capacity in targeted sectors and through programmatic initiatives. RES is part of IFF’s Core Business Solutions which is a cross-cutting team that sits at the nexus of nonprofits, communities, and IFF technical knowledge. The group provides thought leadership and expertise to drive corporate strategy across markets. The primary business units in Core Business Solutions are Capital Solutions, Real Estate Solutions, Community Development Solutions, Home First, Legal and Compliance. The Organization IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and healthy food grocery operators. Staff contribute extensive business experience and an unrivaled connection to the mission of IFF to the clients we serve. Equity, Diversity, and Inclusion Partnering to create thriving communities is at the heart of everything we do. We leverage knowledge, capital, and resources to advance equitable and transformational outcomes in under-resourced communities, guided by our commitment to be an inclusive, anti-racist and anti-oppressive institution that honors communities as asset-rich and as experts in their own stories. Basic Job Function The Director of Real Estate Solutions provides broad level oversight, leadership and relationship management for IFF’s real estate consulting activities within their region. The Director has direct leadership responsibility for cultivating and securing business and participating in the development of strategies to strengthen and grow the activities of the department in alignment with the strategic plan. The Director works in collaboration with leaders and staff from Core Business Solutions to lead the implementation of the market plan and other initiatives and strategies. The Director works closely with the Senior Vice President of Real Estate Solutions (SVP) to provide leadership and ensure the efficient and successful operation of the department. The Director divides his or her time between managing staff and projects, working on multiple real estate projects simultaneously; and participating in departmental planning meetings for projects and staff resource scheduling. The Director has primary responsibility for maximizing the efficiency of real estate services in order to achieve financial goals and maintain a high level of staff performance, quality of service and consistency of output.Requirements: Core Position Duties and Responsibilities: 1. Provides leadership and strategic oversight of the RES function and team in market, independently managing and developing the team, acting as the market operational and performance leader providing support to the SVP of RES in leading and growing the department, executing business strategy, and improving day-to-day operations in market:Supervises assigned staff including scheduling and job assignment, counseling and coaching, staff development and training, performance evaluation, and professional development, and, if necessary, disciplinary actions, in accord with the IFF’s personnel policies and procedures and with input and support from the SVP of RES and Directors of Consulting, and Executive Directors as applicable. Take corrective action when needed by utilizing IRevu feedback, direct verbal feedback, and written feedback. Maintain up-to-date performance files for all team members. Openly seek feedback from other IFF colleagues whose work is impacted by the work of the RES team.Ensures all aspects of project management for each project including scheduling internal and external meetings, following project steps that have been delineated, managing project team members, and ensuring project goals and milestones are being met with high levels of customer satisfaction.Maintains and uses IFF systems for customer, project, and program reporting/compliance requirements and ensure the team is doing the same.Ensures work products, transitions, staff assignments, program-level contracts budgets and schedules meet standards for quality and timeliness and, if needed, works with individual staff to improve in coordination with the Directors of Consulting and Executive Directors, as applicable.In partnership with the SVP of RES and other key department leads, undertakes regular and thorough program and system reviews, performance measurements, talent management strategies, and financial analyses of all RES functions, grounded in the strategic plan, and recommends changes to improve productivity, efficiency, efficacy, and use of resources.Identifies, establishes, and maintains relationships with key influencers and others who may be referral sources for the market.Provides proactive leadership for and invests in the growth and development of the RES team ensuring professional development and growth plans are in place and the team is set up for success.Actively participates in the annual planning process and periodically initiates in- depth planning and analysis to support growth and improve allocation of resources with a primary focus in market.Works with market Executive Directors to obtain feedback and support alignment between their work, exceeding customer expectations, and the ability of RES to execute with excellence. Captures new scope development, lessons learned and opportunities for replication and adaptation. Partners with the Social Impact Accelerator, as appropriate, to codify and share learning within RES and across IFF. 2. Provides market leadership in support of the SVP of RES.Conducts analysis, identifies opportunities, and develops strategies in conjunction with the SVP in order to efficiently meet IFF-wide financial and impact goals.Identifies opportunities and undertakes appropriate outreach and business development activities to obtain real estate business.Meets with potential clients, conceives of and develops consulting proposals, and follows-up as necessary to obtain contracts.Provides formal training, coaching, and technical assistance for current and prospective nonprofit organizations to assist with understanding, evaluating, accessing, and structuring facilities and finance options, including the role of CDFI financing.Collaborates with colleagues in Capital Solutions on joint marketing and business development activities to efficiently grow the department for maximal financial viability and effectiveness in meeting IFF-wide goals. 3. Provides project management for certain key or strategic projects or initiatives. Directs and completes key aspects of real estate consulting and development projects, as applicable, following project steps that have been delineated, managing project team members, ensuring that project goals and milestones are being met. 4. Holds team members accountable for both the quality and quantity of their work. Strives to utilize best practice leadership standards that will communicate clearly to all colleagues the mission and vision for Real Estate Solutions and how the mission and vision align with IFF’s mission of strengthening nonprofits. Recommends modifications to policies and procedures to improve internal functions and the delivery of quality services to RES’ customers. Ensure implementation and adherence upon approval sharing knowledge and leading practices to enhance the team's skills and performance related to providing real estate consulting services to internal partners and nonprofit customers. Identifies trends and risk issues that may impact department performance. 5. Demonstrates a commitment to equity, diversity, and inclusion. Promotes an environment of empathy and respect, ensures the inclusion of all team members, and will actively engage in EDI events and learning opportunities. 6. Performs other duties as assigned. Performance Measures: 1. Effective, accurate, coordinated, cross-functional, data-informed management of all dimensions of RES work in market with high internal and external customer satisfaction. 2. Successful achievement of Core Business Solutions goals, including meeting RES financial performance and business development goals, overall support of the regional RES team, cultivation of new relationships, and other goals included in the IFF Strategic Plan, the regional Market Plan and other guiding documents. 3. Accurate and thorough assessment of strategy, business opportunity, risk issues, optimal solutions, talent and cost management to achieve a high performing and highly satisfied team. 4. Strong and effective partnership with leaders across functions with clear and tangible recommendations for innovation, learning, and process improvement. 5. Effective adoption, implementation, and ownership of continuous process improvement. 6. Cultivation of a culture of openness in information sharing, demonstrating open communication, cooperation, and the sharing of knowledge. 7. Modeling of personal accountability that promotes ownership and engagement. 8. Building and maintaining effective working relationships and a superior level of satisfaction with clients, IFF colleagues, architects, contractors, partners, team members, and others. 9. Valuing and supporting differences in others to contribute to an inclusive and equitable work environment. Demonstrate the ability and willingness to communicate effectively with people of diverse backgrounds and experiences to create a collaborative, collegial, and caring community. 10. Achieving a high level of satisfaction with both internal colleagues and external contacts. 11. Approaching work with a growth mindset, demonstrating a commitment to continuous improvement through effort, learning and persistence. 12. Approaching work with passion, curiosity and inquisitiveness, proactively seeks solutions to identified issues and challenges relating to assigned projects and departmental processes. Position Qualifications: Education: Bachelor’s Degree required, preferably in real estate development, urban planning, business, finance or similar. Additional years of relevant experience may be considered in lieu of a degree. Previous Experience:Ten (10) years of combined and relevant educational (beyond bachelor’s degree) and professional experience required.Demonstrated competency in mission aligned program development, real estate development, and transformational community development.Two years or more of experience managing staff, and division or department operations preferred. Special Knowledge & Skills: • Familiarity with nonprofits and adept at learning about a wide variety including charter schools, federally qualified health centers, social service agencies, grocery stores, and community development corporations. • Understand the basic financial capacity of the borrower, including the ability to review and understand financial statements to help determine the client's risk, ability to continue operations and repay IFF debt. Additional Requirements: Local and regional travel is required. Early start or extended hours and evening and weekend work should be anticipated. This role requires regularly visiting vacant buildings and construction sites. Standard Benefits: Medical, dental, and vision insurance Paid time off 401(k) retirement plan with employer contribution Life Insurance Short and long term disability Work-Life Balance Benefits: Hybrid workplace Summer Fridays Employee Development Benefits: Professional development stipend Mentorship program Miscellaneous: Wellness programs Employee assistance Referral Bonuses IFF does not offer the following:relocation package100% remoteprovide sponsorship to applicants who require or will require a work permit. Check off only some boxes in the requirements listed above? Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every qualification. So, if you're excited about this role, we encourage you to apply. Application Instructions: Please visit the Careers section of our website to apply online. IFF values equity, diversity, and inclusion as part of its mission to strengthen nonprofits and the communities they serve. IFF is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Job Description Do you have a desire to assist others in helping them to build effective strategies to reach their financial goals, and at the same time connect with their values and vision? We are seeking Leaders who have a forward-thinking mindset and a willingness to build a successful financial services practice in their local community. With your skills, passion, and drive to succeed, consider partnering with us as we are willing to come alongside you, with training, development, and compensation to build your business. You must be committed to developing long-term relationships, have great communication skills, and have an interest in financial outcomes. If this is you, let's have a discussion today! Compensation: $76,000 at plan earnings Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospectsQualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Valid FINRA Series 7 & 63/66 preferred but not required, • Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • We will sponsor candidates for FINRA Series 7/66 required registrations About Company You’ll be part of the nationwide affiliated group of financial professionals who work with Principal® and have the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and mid-sized businesses, retirement, benefits, and business protection, as well as in investments and asset management. Because your business is unique, we offer multiple ways to affiliate and options for benefits and teaming models, all with the same resources and support. Our level of affiliated channel support comes with a payout that resembles an independent model. While we help companies offer great benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.

Job Description About MyComputerCareer (MyCC): At MyComputerCareer, we’re transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter. Compensation: $55-70K (hourly, non exempt) Location: Hybrid, must be in the Manhattan, Kansas area and able to be at the Fort Riley military base twice a week or as needed Purpose of Position: As a Admissions Advisor for MyComputerCareer, you will guide prospective students toward life-changing educational opportunities. Your role involves inspiring and motivating potential students to enroll in our programs, providing personalized consultations, and supporting them throughout the enrollment process. If you’re passionate about helping others achieve their career goals, we want to meet you! Essential Duties & Responsibilities: * Conduct virtual consultations with prospective students, presenting the value of MyComputerCareer through engaging discussions and presentations. * Perform daily follow-up calls to help prospective students progress toward enrollment. * Assist students in obtaining required enrollment documentation, such as transcripts and identification. * Guide students through securing financial aid and private lender funding. * Set expectations for success in the program and ensure onboarding completion, including interviews and attendance on the first day of labs. * Participate in student recruitment and retention efforts, including “save the student” meetings. * Maintain a high level of engagement with prospective students, with a minimum of 50 follow-up calls daily. * Perform additional duties as assigned. Key Competencies: * Professionalism, trustworthiness, and strong ethical standards. * Exceptional oral and written communication skills. * Results-driven and organized, with a passion for achieving goals. * Sales-oriented with a customer-focused mindset. Education & Experience Requirements: * High School Diploma or GED required; Associate’s or Bachelor’s degree preferred. * Proven high-performing sales experience. * Experience with Salesforce is a plus. Physical & Cognitive Demands: * Communicate clearly and effectively with prospective students. * Detect and address potential areas for improvement within the enrollment process. * Maintain consistent cognitive focus to manage complex transactions. * Occasionally perform minor physical tasks such as stooping or kneeling. Why Join Us? At MyComputerCareer, we offer a supportive environment where you can make a meaningful impact on the lives of our students. If you’re looking for a fulfilling career where you can help others succeed while growing professionally, apply today! Equal Employment Opportunity Statement: MyComputerCareer is an Equal Opportunity Employer.

Job Description Join us at Principal®, where you'll have the unique opportunity to unlock the full potential of your financial advisory practice. As part of our nationwide group of financial professionals, you'll work with a leader in solutions for small and mid-sized businesses, retirement, benefits, and asset management. Here, you'll enjoy the autonomy to expand your practice on your terms with the support of experienced specialists. Our competitive compensation model, which resembles the independence of an independent model, ensures you can maintain your independence while benefiting from our resources and support. At Principal, we understand that your business is unique, and we offer multiple ways to affiliate, along with options for benefits and teaming models. You'll have the freedom to grow your practice with input from seasoned leaders, enjoying a competitive grid and transitional allowance for the right candidate. Our innovative culture values work-life balance and offers flexible working hours, professional development opportunities, and more than just standard compensation and benefits. We’re committed to empowering you to succeed and providing the support you need to thrive. Compensation: $100,000+ at plan yearly Responsibilities: • Guide clients in developing personalized financial plans that align with their goals and values., • Analyze market trends and economic data to provide informed investment advice., • Build and maintain strong, trusting relationships with clients through regular communication and meetings., • Collaborate with our team of specialists to deliver comprehensive financial solutions., • Educate clients on financial products and services, empowering them to make informed decisions., • Monitor client portfolios and suggest adjustments to optimize financial outcomes., • Ensure compliance with industry regulations and company policies in all client interactions and transactions.Qualifications:, • Experience in financial planning and advising, with a focus on personalized client solutions., • Ability to analyze market trends and economic data to provide strategic investment advice., • Proven track record of building and maintaining strong client relationships through effective communication., • Experience collaborating with a team of specialists to deliver comprehensive financial solutions., • Ability to educate clients on financial products and services, empowering informed decision-making., • Proficiency in monitoring client portfolios and suggesting adjustments to optimize outcomes., • Familiarity with industry regulations and company policies to ensure compliance in all transactions.About Company You’ll be part of the nationwide affiliated group of financial professionals who work with Principal® and have the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and mid-sized businesses, retirement, benefits, and business protection, as well as in investments and asset management. Because your business is unique, we offer multiple ways to affiliate and options for benefits and teaming models, all with the same resources and support. Our level of affiliated channel support comes with a payout that resembles an independent model. While we help companies offer great benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.

Job Description Sales Program Advisor DEPARTMENT: Care Center Sales REPORTS TO: Sales Support Supervisor FLSA: Non-Exempt (Hourly + Incentives) Hours of Operation: Monday-Friday, 7am-8pm; Saturday & Sunday 8am-5pm Why You Should Join Us! • Hourly-rate pay along with uncapped, performance-based commissions and incentives, allowing you to maximize your earning through your own hard work and achievements, • A comprehensive health plan that includes medical, dental, and vision coverage to ensure you and your family have access to the care you need, • A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals, • Other fringe benefits including Birthday & Anniversary bonus, company-wide discounts, legal services, short & long-term disability, etc., • Positive work environments that offer work/life balance and professional growth, • Mission-driven work making a global impact with local roots, • The opportunity to have hands on work experience with industry leading, innovative technology Position Summary The Sales Program Advisor plays a pivotal role in driving revenue growth and expanding our (English and Spanish speaking) customer base nationwide. This position is responsible for managing inbound and outbound Care Center calls, selling Interlock products, and delivering exceptional service to both internal and external clients. By understanding customer needs and providing tailored solutions, the Advisor helps ensure satisfaction and contributes directly to the success and profitability of the organization. The Advisor is also entrusted with upholding our incredible reputation in the alcohol-monitoring industry through professional, empathetic, and solution-oriented interactions. Essential Duties and Responsibilities • Engage inbound and outbound callers using a consultative sales approach to promote and sell Interlock products, programs, and services., • Provide accurate product and service information, address inquiries, and resolve client concerns with professionalism and efficiency., • Identify and pursue new sales opportunities through networking, referrals, and cold calling., • Build and maintain strong relationships with clients to encourage repeat business and customer loyalty., • Conduct follow-up calls and manage correspondence to resolve issues and ensure client satisfaction., • Collaborate with internal teams and external partners to ensure seamless service delivery and uphold our reputation in the alcohol-monitoring industry., • Escalate and route issues appropriately while maintaining detailed records in CRM and other systems., • Gather and manage data across multiple technology platforms and handle documentation using standard office equipment., • Prepare and deliver compelling sales presentations tailored to client needs., • Stay informed on industry trends and competitor offerings through market research., • Adhere to company policies, procedures, and confidentiality standards., • Provide general Care Center support and perform other duties as assigned. Qualifications • High school diploma or equivalent required., • Bachelor’s degree in a related field or equivalent professional experience is preferred., • Minimum of 6 months of relevant experience in sales, customer service, or call center environments., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Familiarity with CRM software and sales tracking tools., • Strong verbal and written communication skills with a professional demeanor., • Excellent attention to detail and ability to multitask with a sense of urgency., • Adaptable and resourceful in fast-paced, dynamic environments., • Courteous, confident, and collaborative interpersonal skills., • Self-awareness and the ability to read and respond to audience needs., • Understanding of industry trends and competitor offerings is preferred., • Bilingual proficiency in English and Spanish qualifies for additional compensation. Physical Demands & Work Environment The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, employees are regularly required to communicate clearly—both verbally and in writing—and frequently use hands and fingers to operate phones, computers, and other office equipment. Occasional physical activities may include standing, walking, reaching, balancing, stooping, kneeling, or crouching. This role may also require lifting or moving items up to 25 pounds. Specific vision abilities include close and distance vision, color perception, peripheral vision, and the ability to adjust focus. The noise level in the work environment is typically moderate. This job description is not intended to list every duty or responsibility associated with the role. Employees may be asked to perform other job-related tasks as needed. All duties are considered essential and may be modified to reasonably accommodate individuals with disabilities. Employment is at-will, and this document does not constitute a contract or guarantee of continued employment. #LI-Remote

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 DescriptionRole and Responsibilities Reporting to the Chief of Schools, the PSOE Principal will provide leadership and administration, which will motivate instructional and support personnel to strive for superior performance so as to provide the best possible opportunities for student growth and development, both educationally and personally. Responsibilities • Act with the COS as a professional advisor to the C-Suite on all aspects of the organization's activities., • In addition to the C-Suite and Chair of the Board, the Principal will be prepared to be called on as a spokesperson for the organization., • Serve as the educational program’s liaison to the school’s board of directors., • Manage all front-line parent communication and serve as the communicative liaison to the greater school-parent community., • Facilitate communication between personnel, students and/or parents for the purpose of evaluating situations, solving problems and/or resolving conflicts., • Oversee the school’s behavioral management process, providing guidance, mentoring, and approval for Level I and Level II offenses, and provide recommendations for expulsion to the COS., • Maintain instructional staff hiring, orientation, and ongoing educational professional development., • Abide by and update PSOE frameworks as approved by the CEO., • Ensure the application and implementation of weekly grade level focused ISTEP+ Goals., • Delegate responsibility for a variety of administrative functions to Assistant Principals and other personnel for the purpose of managing the workload more efficiently., • Maintain ongoing, consistent communication with PSOE educational leadership regarding the school’s leadership frameworks., • Participate as lead in all authorizer accountability related to the school’s educational performance, including Improvement plans, DOE reporting, Lesson Plans, Meetings, Standards, Fast 5's, SIC/TIC, Spreadsheets, Goals, etc., • Serve as lead for monthly staff and team-lead meetings with oversight of monthly agendas., • Provide lead oversight of PSOE test structure, layout/preparatory/strategies, etc., • Participate in statewide (ICIA, IDOE, Authorizer) curriculum and instruction leadership programming., • Administer PSOE’s formal and informal evaluation process., • Follow all administrative best practices in terms of legal, authorizer, and legislative guidelines, acting in the best legal interests of the organization., • Maintain a physical and digital community presence through community meetings, representative appearances, published articles, web updates, tweets, and blogs., • Provide special program curriculum as needed (T&S, Environmental Connections, Robotics, STEM, etc.), • Lead weekly grade level accountability meetings with teams during their prep period., • Advanced degree, with 5 years of senior administrative experience preferred; track record of effectively leading a performance-and outcomes-based staff; ability to point to specific examples of having developed educational strategies that have advanced an educational organization., • Unwavering commitment to quality programs and data-driven program evaluation., • Strong written and verbal communication skills; a persuasive and passionate communicator with excellent interpersonal and multidisciplinary project skills., • Ability to work effectively in collaboration with diverse groups of people., • Passion, idealism, integrity, grit, positive attitude, mission-driven, and self-directed., • Annual training and/or professional development is required for all PSOE employees. Job-specific training is identified and scheduled by the School Principal or direct supervisor in partnership with Paramount C-suite.Preferred Skills, • Proficiency in modern educational technology applications., • Knowledge of leadership principles as they relate to educational organizations., • Knowledge of all federal and provincial legislation applicable to charter organizations including: employment standards, human rights, special education, FERPA, occupational health and safety, health coverage etc., • Knowledge of current community challenges and opportunities relating to the mission of the organization., • Knowledge of human resources management., • Knowledge of financial management. Must have the ability to sit and stand for extended periods of time; exhibit manual dexterity to dial a telephone, to enter data into a computer; to see and read a computer screen and printed material with or without vision aids; hear and understand speech at normal classroom levels, outdoors and on the telephone; speak in audible tones so that others may understand clearly in normal classrooms, outdoors and on the telephone; physical agility to lift up to 25 pounds to shoulder height and 50 pounds to waist height; and to bend, stoop, sit on the floor, climb stairs, walk and reach overhead. Work Environment : The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties are normally performed in a school/classroom environment. Duties may be occasionally performed on field trips away from school. The noise level in the work environment is usually moderate. This job operates in a professional office environment. The Principal usually works in an office environment, but the mission of the organization may sometimes take them to non-standard workplaces. The Principal works a standard workweek, but additionally will work evenings, weekends, and any additional hours necessary to accommodate activities such as educational meetings, trainings, and appearances at public events. This job description in no way states or implies that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other related duties as assigned by the COS and CEO. Paramount Schools of Excellence reserves the right to update, revise or change this job description and related duties.

Job Description We are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. This role is ideal for a seasoned advisor with a strong client-first ethos and a long-term commitment to excellence. With our target clientele holding $2M+ in investable assets, we’re looking for someone who can both advise and attract clients in this niche segment. Key Responsibilities * Provide holistic, tailored wealth management strategies to high-net-worth clients. * Build and deepen relationships through proactive, consultative financial planning. * Manage client portfolios with a disciplined investment philosophy. * Collaborate closely with internal investment and planning teams to deliver consistent results. * Drive business development through referrals, networking, and client retention strategies. * Maintain impeccable compliance standards and ethical conduct. Ideal Candidate * 5+ years of experience as a financial advisor or wealth manager. * Proven ability to serve clients with $2M+ in investable assets. * A transferrable book of business is highly preferred but not required. * FINRA Series 65 or equivalent, and relevant state registrations. * CFP® designation or strong progress toward certification is a plus. * Driven by client success, not just transactions—seeking a long-term home. Compensation & Growth * Base salary of approximately $100,000. * Lucrative variable compensation based on client revenue contribution. * Direct revenue share for any new clients brought in. * Unlimited long-term earnings potential with equity-style upside. Powered by JazzHR S5zhCON5kR

Job Description About MyComputerCareer (MyCC): At MyComputerCareer, we’re transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter. Compensation: $55-70K (hourly, non exempt) Hours: Monday-Thursday Rotating 10am-7pm ET or 12 pm- 9:00 pm ET and Friday 9:30am-6:30pm ET Location: On Campus Indy (hybrid) Purpose of Position: As a Admissions Advisor for MyComputerCareer, you will guide prospective students toward life-changing educational opportunities. Your role involves inspiring and motivating potential students to enroll in our programs, providing personalized consultations, and supporting them throughout the enrollment process. If you’re passionate about helping others achieve their career goals, we want to meet you! Essential Duties & Responsibilities: * Conduct virtual consultations with prospective students, presenting the value of MyComputerCareer through engaging discussions and presentations. * Perform daily follow-up calls to help prospective students progress toward enrollment. * Assist students in obtaining required enrollment documentation, such as transcripts and identification. * Guide students through securing financial aid and private lender funding. * Set expectations for success in the program and ensure onboarding completion, including interviews and attendance on the first day of labs. * Participate in student recruitment and retention efforts, including “save the student” meetings. * Maintain a high level of engagement with prospective students, with a minimum of 50 follow-up calls daily. * Perform additional duties as assigned. Key Competencies: * Professionalism, trustworthiness, and strong ethical standards. * Exceptional oral and written communication skills. * Results-driven and organized, with a passion for achieving goals. * Sales-oriented with a customer-focused mindset. Education & Experience Requirements: * High School Diploma or GED required; Associate’s or Bachelor’s degree preferred. * Proven high-performing sales experience. * Experience with Salesforce is a plus. Physical & Cognitive Demands: * Communicate clearly and effectively with prospective students. * Detect and address potential areas for improvement within the enrollment process. * Maintain consistent cognitive focus to manage complex transactions. * Occasionally perform minor physical tasks such as stooping or kneeling. Why Join Us? At MyComputerCareer, we offer a supportive environment where you can make a meaningful impact on the lives of our students. If you’re looking for a fulfilling career where you can help others succeed while growing professionally, apply today! Equal Employment Opportunity Statement: MyComputerCareer is an Equal Opportunity Employer.

Job Description This position is being offered by The Crossroads Group. WestPoint Financial Group is assisting with the sourcing of this role. The Crossroads Group seeks to help people make sense of financial decisions regardless of what life has in store. Together, in partnership with their clients, they work to bring understanding and confidence to the decisions that are made to create financial success and financial freedom. Care and commitment is given to each and every person they work with and the best interests of their clients are at the center of everything they do! The Crossroads Group is currently seeking a Client Relationship Manager to assist with business submission and client service requests splitting support between dedicated support for their lead advisor and shared support across the team. The ideal candidate will be personable, detail-oriented, organized, a resourceful problem-solver and collaboration-focused. Applicants should have Microsoft Office proficiency, as well as computer aptitude to learn proprietary software programs quickly. Knowledge of Insurance and Financial Industry is a plus, as the candidate will help collect and process new business from application to completion, while adhering to strict compliance procedures. This role is Full-Time (40 hours per week), Monday through Friday (8 a.m. - 5 p.m.), and is located on site in our Indianapolis office. Responsibilities: • Submit client applications and proactively monitor business in progress to ensure timely follow-through, • Communicate effectively with underwriting and review teams to support seamless case progression, • Respond to client inquiries and service requests with professionalism and care, • Document all client-related activities and updates in the CRM system with precision, • Anticipate needs and provide strategic support to busy advisors across the practice, • Build genuine and positive rapport with existing clients and prospects, reinforcing trust and long-term engagement, • Schedule annual review appointments, • Oversee scheduling and time management to optimize advisor availability, • Track advisor licenses, renewals, and company appointments to maintain regulatory alignment, • Prioritize tasks effectively and meet deadlines with minimal oversight, • Demonstrate accountability and follow through on assigned responsibilities, • Provide back-up coverage to fellow administrative tea members as needed to maintain continuity and service excellence, • High school diploma or equivalent required; associate or bachelor's degree preferred, • 2+ years of professional administrative experience, • Exceptional communication skills - written, verbal, and interpersonal, • Strong organizational abilities with proven multi-tasking capability, • Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.), • Comfortable with Zoom, Teams, and Calendly, • Experience using CRM systems required, • Technologically adept with a solid understanding of digital workflows, • A dependable team player who adapts seamlessly to evolving responsibilities and changing priorities, • Demonstrates strong ownership of tasks through effective time management, organizational skills, and product knowledge, • Accurately receives, interprets, and conveys information - both verbally and in writing - with precision and clarity, • Maintains impeccable grammar and tone in all client communications, reflecting the highest standards of professionalism, • Serves as a key point of contact between advisors, business partners, and clients to ensure smooth collaboration and service delivery Benefits: • 2 weeks PTO/year, • Select Paid Holidays, • Potential for Bonus Opportunity