Financial advisor jobs in Boston, Massachusetts - Page 3Create job alerts

Job DescriptionDescription: We are hiring licensed Financial Advisors in all North East markets! About Us: At Retirement Income Source SFG, our mission is simple: educate clients on their best options for achieving greater financial stability—today and throughout retirement. We focus on helping clients generate more dependable income and enjoy more reliable growth through conservative, income-generating investment strategies. We believe the best client is a knowledgeable one, and we pride ourselves on delivering personalized, educational guidance every step of the way. Position Summary: We are looking for a licensed Financial Advisor to join our Retirement Income Source SFG team. In this role, you'll help prospective clients identify gaps in their financial plans and develop actionable, custom investment strategies. You'll guide clients through an education-first process that emphasizes financial literacy, strategic investing, and long-term planning—all supported by a robust back-office team. Key Responsibilities: • Meet with pre-qualified prospective clients to assess financial needs and planning opportunities., • Educate clients on foundational investment principles, financial defense, interest rates, and strategic income planning., • Develop customized investment strategies focused on generating income through interest and dividends—what we call growing your money "the old-fashioned way.", • Collaborate with internal trading, administrative, and client service teams to streamline implementation and service delivery., • Active Series 65 or Series 7 and 66 license required, • Life and Health Insurance License (or willingness to obtain), • Strong interpersonal skills and a team-oriented mindset, • Excellent verbal and written communication skills, • Passion for educating clients and building long-term relationships, • Highly organized with the ability to manage multiple client needs simultaneously, • No Cold Calling – Advisors meet with qualified leads provided by our marketing department., • Minimal Administrative Work – Paperwork and servicing are handled by support teams so you can focus on advising., • Education-First Culture – Advisors are empowered to build long-term relationships based on trust, transparency, and knowledge., • Mentorship & Collaboration - Receive 1-on-1 guidance from experienced leaders and work in a team-oriented environment., • Highly Competitive Commission-Based Compensation with $300K+ On-Target Earnings potential, • Company paid health benefits, • Warm leads provided—eliminating the need for cold calling or self-prospecting, • Performance bonuses and career advancement opportunities, • Ongoing training and professional development, • Access to mentorship and senior leadership, • Robust operational and administrative support to maximize advisor efficiency When you join Retirement Income Source SFG, you join a team committed to building long-term client relationships rooted in conservative, income-focused strategies designed for lasting financial stability. Ready to help others reach a lifetime of greater financial stability—while building your own career? Apply now to become part of Retirement Income Source SFG in Boston and other NE metro markets. Retirement Income Source SFG is an E-Verify employer. Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs. Requirements:

Commercial Financial Analyst at Rhapsody, you will play a pivotal role in driving financial planning and analysis, and serve as a trusted advisor to help guide decision-making through GTM business partner support. You will be responsible for providing insightful analysis, developing financial models

Job Description JOB DESCRIPTION Insight Global is seeking a licensed Financial Advisor in the Londonderry, NH area for a direct hire opportunity. This is a family-owned relationship driven firm where your voice matters and the opportunity for growth are here, with fully funded marketing budget and team eager to continue to grow. We are seeking a motivated individual who has an interest in growing a book of business. You will be responsible for running and hosting workshops, presentations, and other outreach activities to obtain new customers. You’ll deliver holistic and tailored financial plans, while providing research and analysis for client meetings. You’ll lead financial workshops 1-2 times a week and support an ongoing portfolio management and financial plan updates in collaboration with the team. Why This Opportunity Stands Out: • Professional Development: Defined path to inherit an existing book of business., • Leadership: Mentor Other Financial Advisors, • Uncapped Growth: Base salary ($65K) + lucrative variable compensation., • Freedom & Flexibility: Work from multiple locations and enjoy professional autonomy., • Supportive Culture: Direct collaboration with firm owner + top-tier administrative assistance., • Real Impact: Spend your time building meaningful relationships – not chasing quotas., • Warm Leads, Not Cold Calls: Firm-funded marketing fills frequent workshops with qualified prospects.

Job Description Position Title: Entry Level / Junior Marketing Associate Reports to: Manager, Marketing Department: Marketing Location: Simplicity Boston: 667 Boylston St, 5th floor, Boston, MA 02116 (in-office/hybrid) Classification: Full-time, Exempt Job Summary: The Junior Marketing Associate will work their way to being a key liaison between Simplicity Group’s marketing programs and our customer, the independent financial advisor/agent. With an entrepreneurial spirit and drive to help independent financial advisors/agents succeed with their event related marketing efforts, the Junior Marketing Associate will help implement the marketing programs that Simplicity Group offers. The Junior Marketing Associate will be trained to coach advisors/agents on marketing best practices, help them plan and execute marketing events and hold them accountable through the successful implementation process with a focus on results. Primary Responsibilities: • Act as the key marketing contact for the independent financial advisors/agents you serve, coordinating their marketing efforts with direction from Simplicity Sales and Marketing leadership., • Facilitate consumer focused marketing events and digital programs that result in helping advisors/agents get in front of highly qualified prospects., • Ensure effective communication between advisors/agents and our sales team on all Simplicity marketing initiatives., • Effectively communicate and gather unique information to understand where Simplicity marketing programs may fit into an individual advisors’/agents’ practice. Use this information to help implement and execute key marketing strategies., • Assist with implementation and ongoing service of marketing systems for advisors., • Support the Sales Team by providing outstanding customer service to financial advisors/agents, at times unrelated to marketing., • Bachelor’s degree in Marketing or a related field, • Previous marketing, agency, annuity, insurance and/or finance experience is preferred, but not necessary, • Must be professional, detail oriented, organized, and self-motivated, • Outstanding written and oral communication skills, • Must be able to work in a fast-paced environment with quick turnarounds, manage multiple tasks and projects and produce error-free work, • Base salary of $55,000-60,000, • Monthly commission opportunity, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

The Moody Street Group, LLC, a general agency of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals, and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create,

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business development and team leadership. You’ll serve as a trusted partner to clients, offering guidance in investment management, tax planning, estate planning, and retirement planning, while working closely with our team to deliver an exceptional client experience. This role requires someone who can transition and expand existing relationships, develop new business, and oversee a support team, whether brought with you or built in partnership with the firm. You’ll also be expected to contribute to growth through effective time spent with clients, prospects, centers of influence, and community engagement, making a visible and invaluable impact on the firm’s continued success. Responsibilities • Onboard and cultivate high-net-worth client relationships with care and professionalism., • Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination., • Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals., • Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership., • Drive business development efforts through client referrals, strategic networking, and community engagement., • Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience., • Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality., • Must maintain a strong commitment to compliance., • Support the Private Wealth Management team as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning., • Analyze, draft, edit, and deliver comprehensive financial plans to clients., • Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm., • Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors., • Ensure adherence to company standards of net new asset growth and retention., • Attend company workshops or lectures and speak to groups of potential clients when called upon. Education, Experience and Qualifications • Bachelor’s Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master’s degree a plus., • Minimum of ten years of client-facing tax, wealth management or financial planning experience., • Deep expertise in holistic financial planning, including investments, retirement, tax, and estate strategies., • CFP® credential required or has advanced degree such as master’s degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • Experience using financial planning tools such as eMoney or similar platforms., • Sales aptitude and experience is also highly desired., • Excellent communication, presentation, listening, and analytical skills., • Proven time management and organizational skills in high-volume, high-energy environments., • Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude., • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job Description The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike. About New England Financial Prudential Advisors: At New England Financial Prudential Advisors, we are committed to helping financial professionals build successful and healthy advisory practices with greater efficiency and less effort. Our mission is to become an elite financial planning firm, leading with creative solutions to attract high-net-worth clients. By partnering with advisors, we focus on elevating their businesses and supporting them in building more profitable practices. Under the leadership of Andrew Grande, Rich Marooney, and Jennifer Craig, we are proud to have expanded our offices across New England and beyond. Our teams dedication to innovation, client-centered solutions, and long-term success drives our vision. Beyond business, we are passionate about giving back to our community. Our office has supported Toys for Tots for over 10 years, raised over $30,000 in three years for the American Cancer Society through Relay for Life, and Andrew has served a decade-long commitment with the Leukemia & Lymphoma Society, including his current role as the Massachusetts state leader for public policy and advocacy. With a strong culture of community and growth, New England Financial is the place where financial professionals thrive, innovate, and make a meaningful impact. Top Reason Athletes Excel Here: • Competitive Drive: Athletes desire to excel fuels them to surpass goals and deliver excellent service., • Discipline and Time Management: Their experience balancing responsibilities translates to managing client portfolios effectively., • Goal-Oriented: Athletes focus on setting and achieving goals drives them to help clients reach financial success., • Resilience: Athletes are accustomed to facing challenges and persevering, key traits for overcoming obstacles in their career., • Teamwork and Collaboration: Used to working in teams, athletes thrive in collaborative environments, achieving client-focused results.Our Differentiators:, • Open Architecture System: Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support., • Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success., • Leadership and Management Potential: Earn additional bonuses by leading and developing teams., • FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you., • Business Development Services: Back-office and administrative support to free up your time for growth., • Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success., • Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.Meet Our Leaders: Andrew Grande, Regional Director: Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots. Follow this link to meet Andrew on LinkedIn: Rich Marooney, Managing Director: Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota). Follow this link to meet Rich on LinkedIn: Jennifer Craig, Regional Director & Financial Planner: Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion. A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles. Follow this link to meet Jennifer on LinkedIn: Wealth/Financial Advisor Responsibilities: • Develop personalized financial plans covering budgeting, retirement, insurance, and education planning., • Build lasting client relationships by offering ongoing financial advice and support., • Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow.An Ideal Candidate:, • Has strong interpersonal skills and a desire to help clients achieve personal financial milestones., • Brings a mindset of discipline, teamwork, and continuous growthqualities that have helped athletes and goal-oriented individuals excel in this environment., • Is open to career growth within both financial planning and wealth advisory services over time., • Has (or has the willingness to quickly acquire) the Following Certifications:, • Series 7, • Series 66, • Life/Health Insurance LicensePosition Benefits and Compensation:, • 401(k) with matching contributions, • Cash Balance Pension Plan, • Pension enhancement for top financial professionals, • Private office expense support, • Competitive compensation and bonuses, • Expressed payouts on Life Insurance & Annuity products, • Deferred compensation plan for eligible financial professionals, • Medical, dental, vision benefits & healthcare reimbursement account, • Life insurance, accident insurance, and disability income insurance coverage, • Mutual fund investment plan, • Business programs and conferences Disclosure Statement: During the formal interview process candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $90,000 - $100,000 Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • 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, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000 - $125,000 yearly Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needsQualifications:, • Relationship management skills are required, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Required to effectively network to identify potential new clientsAbout Company New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning. Description of activities and responsibilities: As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Job Description BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices. THE OPPORTUNITY • Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client’s needs and goals., • Develop rapport with clients and foster long-term relationships., • Be knowledgeable about Northwestern Mutual financial products and financial market trends., • Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis., • Provide dedicated and focused client experiences. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO • A high-quality training program to help you get started., • Mentorship and professional development training throughout your entire career., • Leading industry products and solutions built on an integrated technology platform., • Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor., • The opportunity to design your roadmap to leadership and specialized roles., • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards., • A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results. WHO WE ARE At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries. Financial representatives are independent contractors. To learn more about a rewarding career with Northwestern Mutual, please visit bostondowntown.nm.com [i] FORTUNE® Magazine January 2018 Company DescriptionWHO WE ARE At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial secWHO WE ARE\r\nAt Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!\r\nOur teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!\r\nRecognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.\r\n\r\nWith $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial sec

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $1 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR AeoROJ3HE7

Job DescriptionDescriptionAs a Financial Advisor, you will be responsible for delivering comprehensive financial planning and investment management services. You'll play a key role in helping individuals and families achieve their financial goals while growing your own client base within a supportive, growth-minded environment. Key ResponsibilitiesDevelop and implement personalized financial plans tailored to client needs (investment, retirement, insurance, estate planning, etc.) • Provide ongoing financial advice and adapt strategies based on life changes and market conditions, • Build and manage a book of business, focusing on client acquisition and retention, • Conduct financial analyses, risk assessments, and market research to inform investment strategies, • Maintain compliance with all FINRA/SEC regulations and firm standards, • Educate clients on financial products, planning tools, and market trends, • Leverage financial planning software and CRM tools for client management and planning, • Actively participate in business development activities, including networking and referrals Skills, Knowledge and Expertise Must-Have Qualifications • Proven experience as a Financial Advisor, • Active Series 65 or 66 license, • Active Health and Life Insurance licenses, • Established book of business with ongoing client relationships, • In-depth knowledge of financial planning principles, investment vehicles, and insurance products, • Excellent communication, presentation, and relationship-building skills, • Bachelor’s degree in Finance, Economics, or related field, • Comprehensive health insurance (medical, dental, vision), • Life and disability insurance (STD/LTD), • 401(k) with employer match, • PTO and paid holidays, • Supplemental benefits (accident, critical illness, etc.), • Professional development resources and potential for equity or bonus plans You are a trusted financial partner, focused on delivering results for your clients while cultivating long-term relationships. You bring both technical financial knowledge and a human touch to your work, empowering clients to feel confident about their financial future.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Brighton Jones is looking for a Lead Advisor to join the Boston team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. As a Boston Lead Advisor, you’ll partner with our full-service team - including investments, real estate, philanthropy, private investments, tax, and a centralized client administrative operations team - so you can focus on delivering exceptional client experiences. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”., • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning., • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor., • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team., • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service., • Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients., • Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”., • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth., • Assist with development and presentation of training programs including coaching of team members on financial planning strategies.Your Experience:, • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm., • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis., • Unquestioned commitment to integrity in personal and professional activities., • Highly motivated with ability to function well in a fast-paced environment., • Self-starter by nature., • Excellent organizational, leadership, communication and presentation skills., • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Compensation:, • Annual Compensation: $130,000 - $300,000 per year., • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD PlatformWhy Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR glPH2ZOERU

Job Description Financial Advisor – Baystate Financial (CT, MA, NH, VT) Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day – freedom is the result with uncapped earnings. We’re looking for ambitious, competitive individuals who want freedom, control, and uncapped earnings. At Baystate Financial, we don’t just hire employees—we partner with entrepreneurs. Since 1901, we’ve built one of New England’s strongest financial firms by attracting people who are driven to win and hungry to succeed. If you’re a self-starter who thrives on challenges and wants to be in charge of your future, this is your path. Why Baystate • You run your practice – we provide the training, systems, and support, • Uncapped earnings – your results dictate your rewards (commissions + incentives), • Mentorship from top producers – learn directly from proven leaders, • Marketing + technology power – so you stay focused on growth, not admin, • Top Producer recognition & incentives – compete, win, and get rewarded What We Offer • Medical, Dental & Vision, • 401(k) + retirement savings programs, • Life & Disability coverage, • Build your own book of business helping clients achieve their financial goals, • Take ownership of your growth with the backing of a 300+ professional firm, • High drive, self-motivation, and competitive spirit, • U.S. Citizen or Permanent Resident (licenses/registrations required)About Company We are Baystate Financial, and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country.

Job Description Elevate your career. Empower clients. Shape your future. We’re looking for an experienced life agent, wealth advisor, or registered representative ready to take their practice to the next level of success. At New York Life, you won’t just grow your book of business—you’ll join a team of accomplished professionals committed to mentoring you and helping you achieve your fullest potential. Your Support Network You’ll have access to: • A dedicated mentor to guide your professional journey., • A sales development manager to help you refine and expand client strategies., • Product consultants to ensure you’re offering the most relevant solutions., • NYLIC University—New York Life’s renowned training program, offering a blended-learning curriculum tailored to your development at every career stage. Ready to Specialize? With New York Life, you’ll have a clear, supported path to becoming a subject matter expert. Through our exclusive partnership with The American College of Financial Services, you can deepen your expertise in one of our key practice tracks: • Financial Guidance, • Retirement Planning, • Wealth Advisory, • Business Solutions, • Estate Planning Who We’re Looking For • Licensed Life/Health Agents, • Registered Representatives, • Investment Advisor Representatives What We Offer Your hard work is valued—and rewarded. With performance-based compensation directly tied to sales success, you’ll enjoy significant income potential. Our comprehensive benefits package for eligible full-time agents includes: • Health, Dental, Life, and Disability Insurance, • 401(k) Plan, • Defined Benefit Pension Plan (subject to eligibility and vesting requirements), • Reimbursement for select industry designations About New York Life New York Life is a Fortune 100 company with a proud 175+ year history of helping generations of Americans protect their families and achieve their financial goals. As a mutual company, we are accountable only to our policyholders—not Wall Street—allowing us to focus entirely on the long-term success of clients. Join us. Be the trusted partner clients deserve—and the professional you aspire to be. Compensation: $90,000 - $120,000 yearly Responsibilities: • Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies., • Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed., • Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning., • Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning., • Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.Qualifications:, • 3+ years of experience in financial planning or a related field., • Life and Health Insurance License., • Strong background in financial analysis and risk management., • Excellent interpersonal and communication skills., • SIE, Series 6 or 7, and Series 63 preferred., • Must be authorized to work in the United States.About Company New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning. Description of activities and responsibilities: As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

A financial firm is looking for a Senior Systems Analyst (Investor Support) to join their team in Boston, MA. Pay: $75-90/hr Duration: 6-12+ months Responsibilities: • Interact directly with investment professionals at all levels of the organization as a trusted advisor., • Respond to functional, data, and technical questions related to trade lifecycle management tools from end-users., • Troubleshoot issues, determine root cause, and identify appropriate corrective actions for the trade lifecycle management tools., • Manage production bridges to resolve significant systems and data issues., • Provide clear verbal and written communication to both end-user and technical audiences, and be able to guide both users and developers to solutions., • Ensure that service levels within this critical support area are maintained at a high level. Qualifications: • Bachelor's degree in Computer Science, Business, Economics, Finance or a related subject., • 5+ years business or systems analysis experience in global capital markets., • Experience with CRD, Murex or other OMS platforms for real-time portfolio analytics, P&L and exposure is desirable., • Experience with SQL is required., • In-depth understanding of financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives and FX., • Experience with advanced investment data concepts such as holdings, transactions, security master, analytics, performance, and attribution., • Hands-on experience working directly with investment professionals., • Excellent written and verbal communication skills., • High attention to detail and strong commitment to delivering quality, professional work is absolutely essential for this position., • Willingness and ability to work independently and as part of a team, in a fast-paced, business-critical environment.

Financial Planning Analyst Overview:. The Financial Planning Analyst plays a critical role in supporting the creation and execution of high-quality financial plans. The Analyst serves as a key connection between advisors and consultants and contributes to advisor onboarding, process improvement, and

Partnership Track - Hybrid - 1700 Billables This Jobot Job is hosted by: Amanda Cohen Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $150,000 - $150,000 per year A bit about us: We are a boutique Boston-based law firm specializing in estate planning, probate administration, transfer tax strategy, business succession, and charitable planning. For over 50 years, our reputation has been built on lasting client relationships founded on trust, integrity, and personal attention. We pride ourselves on delivering customized legal solutions for high-net-worth individuals and families, while fostering a collaborative environment rooted in professionalism and respect. Here, you’re not just another attorney—you’re a trusted advisor. Why join us? Dedicated Support – Attorneys are paired with assistants at a 1:1 or 1:2 ratio, providing full administrative and drafting support. Associates are not expected to draft documents themselves, allowing them to focus on strategic client work and higher-level planning. Client-Facing Opportunities – Associates work directly with clients from day one, gaining firsthand experience with sophisticated estate and trust matters. For those who prefer a more behind-the-scenes role, the firm offers flexibility to accommodate different working styles. Work/Life Balance – We believe top-tier legal work and a fulfilling personal life can go hand-in-hand. The firm fosters a healthy, sustainable pace for long-term success. Collaborative Culture – Our close-knit team thrives on mentorship, shared expertise, and mutual respect. Your voice matters here, and your growth is prioritized. Compensation & Benefits – The firm offers a generous annual bonus structure, comprehensive medical, dental, life, STD/LTC insurance, commuting expense benefits, paid time off, and a 401(k) with matching and vesting after one year. Path to Partnership – Associates who are driven, client-focused, and committed to excellence have a clear and supported path to partnership. High-Caliber Work – Work with ultra-high-net-worth clients on meaningful estate, tax, and succession planning. Associates are seen, supported, and trusted as key contributors in the client relationship. Job Details We are seeking a dedicated and detail-oriented Associate to join our growing firm. The ideal candidate will have experience in estate and trust planning, transfer tax matters, or probate administration, and will be excited to work in a boutique firm environment with a high level of client interaction. The ideal candidate will also have experience working with HNW and UHNW clients. Responsibilities: Advise clients on estate, gift, and generation-skipping transfer tax matters Assist with estate and trust administration, including probate proceedings Coordinate closely with clients, accountants, financial advisors, and other professionals Manage client relationships with the highest degree of discretion and professionalism Collaborate with partners and other attorneys on case strategy and execution Requirements: J.D. and admission to the Massachusetts Bar 3+ years of relevant experience Strong academic background and writing skills Interest in working with UHNW clients and a desire for direct client contact 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

Must have estate, gift, and trust filing experience. Hybrid schedule, great benefits and bonuses. 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: $150,000 - $200,000 per year A bit about us: Are you a seasoned tax professional with a knack for strategic planning and a passion for solving complex financial puzzles? If so, we have an exciting opportunity for you! We are seeking a Permanent Tax Advisor to join our dynamic team in the Accounting and Finance industry. This role is a unique blend of technical tax expertise, strategic planning, and client advisory services. The ideal candidate will have a proven track record in estate planning, tax planning, and fiduciary responsibilities, as well as a keen understanding of 1040 forms and a CPA certification. Why join us? Responsibilities: As a Tax Advisor, your responsibilities will include but are not limited to: 1. Providing strategic tax planning and consulting to high net worth clients., 2. Reviewing complex tax returns including federal and multi-state returns for individuals, partnerships, corporations, and trusts., 3. Assisting clients with estate, gift, and trust planning., 4. Advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance., 5. Identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues., 6. Involvement in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Job Details Qualifications: The ideal candidate for the Tax Advisor role should have the following qualifications: 1. A minimum of 5 years of experience in a professional services firm providing tax planning services or a similar role., 2. Certified Public Accountant (CPA) certification is required., 3. Extensive experience with 1040 forms and a deep understanding of tax codes, compliance and procedures., 4. Proven experience in estate planning and fiduciary responsibilities., 5. Strong analytical, problem-solving and research skills., 6. Exceptional client service along with the ability to develop excellent client relationships., 7. Strong leadership and personnel management skills., 8. Proficient in the use of MS Office Suite and tax preparation software. This is an exciting opportunity to take your career to the next level. If you have a passion for tax planning, a keen eye for detail, and a desire to help clients navigate complex financial landscapes, we would love to hear from you. Apply today to join our dynamic team and start making a difference in the world of finance! 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 Full Job Description Starting from $18.25 -$ 25.00 To Fulltime/Part-Time Hours Therapeutic Mentoring (TM) offers structured, one-to-one, strength-based support services between a therapeutic mentor and a youth for the purpose of addressing daily living, social, and communication needs. The mentor works with a clinical therapist to explore a youth’s interests and abilities and creates activities that build various life skills and result in linkages to community activities. Therapeutic Mentoring services are in person and typically provided to youth in any setting where the youth reside, such as the home (including foster homes and therapeutic foster homes). We encourage individuals who believe they have the skills necessary to thrive to apply for this role even if they don't meet 100% of the job requirements. About us: Community Services Institute (CSI) was one of the first outpatient community mental health clinics to offer home-based therapy to families facing barriers to mental health care. Through our Children’s Behavorial Health Initiative (CBHI)- Therapeutic Mentoring (TM) program we offer community-based interventions that support youth under 21 years old and actively engaged in therapy. Therapeutic Mentor Expectations: • Work directly with youth and support families to achieve success, • Afterschool and weekend hours required, • Clearly communicate and consistently meet with family and natural supports, • Teach youth conflict resolution, impulse regulation and positive coping skills, • Strength-based support for social skills and self-esteem building in the community (Library, YMCA, Volunteer facilities, Parks, etc.), • Weekly consult directly with a master’s level clinician to provide strengths-based and trauma-informed interventions, • Assess needs and implement collaborative goal-directed lesson plans, • Required monthly mandatory staff meetings and weekly clinical supervision with licensed (LICSW/LMHC/LP) supervisors Qualifications: • Bachelors or Associates degree in human service field and 12 months total experience working with children/adolescents/transition age youth, • High school diploma or GED and a minimum of 24 months total experience working with children/adolescents/transition youth, • Applicant must be at least 21 years old, • Bilingual and culturally fluent (Spanish/English) desirable, • Reliable vehicle for work use, proof of vehicle insurance and clear driving record, • Background Check required OR What we offer: • Competitive hourly rate, • Bi-Weekly productivity bonus, • Training stipends are available during the first 6 weeks of training and case building 10-40 hours a week, • 2 weeks paid time off in the first year for full time, • Health insurance benefits including medical, dental, and vision, • Access to a Financial Advisor, • An experienced and passionate team of behavioral/mental health professionals, • 401K Retirement Plan (After 1,000 hours), • Professional development Community Services Institute strives to build a team of providers as diverse as the population we serve. Community Services does not engage in any unlawful discrimination that would limit, segregate, or classify applicants for employment in any way that would deprive any individual of employment opportunities because of such individual’s race, color, religious creed, national origin, ancestry, sex, gender identity or expression, sexual orientation, genetic information, disability or military status. Community Services strives to ensure work environment free of sexual harassment. Job Type: Full-time and Part-time Benefits: • Professional development (FT: $300, PT: $150), • Training Stipend, • Health insurance, • Vision Insurance, • Dental Insurance, • Bi-Weekly productivity bonus, • 2 weeks paid time off, • Free virtual workouts with certified trainers, • 401K Retirement Plan Education: • Bachelors/Associates, • Highschool Diploma/GED Company Website:

Job DescriptionSalary: Unique Compensation Model Lead Your Own Practice with Purpose 1099 Partner Role at Exemplar Companies (Remote) Tired of traditional firm hierarchies? At Exemplar Companies, we do business differently. As a values-driven professional services firm operating under a quadruple bottom line model, we empower entrepreneurial leaders to grow impactful practicesfree from bureaucracy, with full brand and operational support. Job Title: Registered Representative Wholesaler Position Summary: The Registered Representative (Wholesaler) is responsible for driving sales of the firms investment products through financial advisors, broker-dealers, RIAs, and other distribution partners. This role focuses on building strong advisor relationships, delivering product education, and generating new business within an assigned territory, while maintaining compliance with FINRA and other regulatory requirements. Key Responsibilities: • Develop and execute a business plan to meet or exceed sales targets., • Build and maintain relationships with financial advisors, broker-dealer reps, and other intermediaries to promote the firms investment products., • Conduct sales meetings, product presentations, and client events to drive product adoption., • Partner with internal wholesalers to maximize advisor coverage and sales opportunities., • Provide investment, product, and market updates in line with compliance guidelines., • Identify and cultivate new distribution opportunities within assigned territory., • Maintain accurate records of advisor interactions and sales activities in CRM systems., • Collaborate with marketing, product management, and compliance teams to ensure consistent messaging and adherence to regulations., • FINRA Series 7 and 63 required; additional state registrations as needed., • Bachelors degree in Finance, Business, Marketing, or related field., • 5+ years of investment sales, wholesaling, or financial services experience., • Strong knowledge of alternative investments and private placements., • Proven track record of meeting or exceeding sales goals., • Excellent presentation, relationship management, and negotiation skills., • Experience working with both warehouse and independent broker-dealer channels., • Established advisor network in assigned territory., • Comfort using CRM and sales tracking tools. What Youll Do: • Serve as a trusted strategic partner to clients across disciplines, • Collaborate with a national team of professionals to deliver holistic, client-first solutions, • Operate with autonomy while leveraging a proven, value-based pricing model (no hourly billing), • Drive business development with support from our marketing, ops, and leadership teams Were Looking for: • Senior-level professionals with 6-10+ years of experience, • Entrepreneurs at heartwho want freedom, purpose, and results over red tape, • Proven rainmakers or strategic leaders ready to grow a book of business, • Mission-aligned individuals energized by innovation and impact, • Confident collaborators who thrive in a cross-disciplinary, remote environment Ready to Lead Differently? Exemplar is a platform for those who want to build with intention. If you're done settling for outdated systems and ready to lead a practice on your termswith purpose and supportlets talk. Apply directly or reach out via DM. For more information about the company please visit ADA STATEMENT • If you require reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact [include name and/or department, telephone, and email address, etc.]., • Consistent with the Americans with Disabilities Act (ADA) and [insert state civil rights law], it is the policy of Exemplar to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for [Employer]. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]. EQUAL OPPORTUNITY Exemplar is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone. Drawing on Exemplars integrated, value-based approach and a spirit of innovative collaboration, we forge ahead with unwavering faith and steadfast optimism.

Job Description Boston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16.3 billion in client assets. Boston Trust Walden distinguishes itself in several key ways, including: • stable, diversified business model serving a variety of client types., • compelling investment philosophy and excellent track record., • longstanding leadership in ESG impact investing; and, • corporate culture grounded in shared values, as signified by the company’s tagline, Principled Investing. Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden’s structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm’s structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts. One of Boston Trust Walden’s strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When these values are infused into the workplace environment, the company and its employees benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives. Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status. The firm will make reasonable accommodations in the application process if requested by new job applicants. Position: General Counsel and Corporate Secretary Job Summary The General Counsel and Corporate Secretary will serve as the chief legal officer of both Boston Trust Walden Company and its parent holding company. This executive-level role provides strategic leadership and enterprise oversight of the legal, compliance, and risk management functions. The General Counsel will ensure that the organization’s legal affairs are managed effectively, risks are identified and mitigated, and internal teams are well supported in their compliance and fiduciary responsibilities. This position is critical to ensuring that Boston Trust Walden operates in accordance with applicable laws, maintains its fiduciary and regulatory obligations, and sustains strong corporate governance. The position also supports the governance of both entities by serving as Secretary to the Boards of Directors, responsible for maintaining corporate records, ensuring regulatory compliance, and advising on fiduciary obligations and board processes. The role sits on the Senior Management Committee and contributes directly to the firm’s strategic direction, enterprise risk posture, and operational decision-making. The General Counsel plays a key role in leadership decisions, safeguarding the firm’s reputation, and supporting enterprise-wide risk management. Key Responsibilities • Serve as senior legal advisor to executive leadership and the Boards of Directors, • Oversee the Legal, Risk Management, and Compliance departments, • Provide legal and strategic input on enterprise risk and regulatory issues, • Manage outside counsel, complex legal matters, including contracts, fiduciary documents, and regulatory interpretation and implementation, • Act as Secretary to the Boards, maintaining corporate records and governance processes, • Promote a culture of integrity, accountability, and proactive compliance Qualifications: • JD from an accredited law school; and a member in good standing of the Massachusetts bar, • 10+ years of relevant experience in financial services, preferably with trust, banking, or investment advisory expertise, • Deep knowledge of legal, fiduciary, and regulatory frameworks governing financial institutions, • Experience managing legal and compliance professionals, • Skilled communicator and advisor to senior leadership and Boards, • Strong judgment, high integrity, and a collaborative leadership style This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner, with a mix of in-office and remote work. Specifics depend upon the team and should be discussed with the hiring manager.

Job DescriptionWhy Great Gray?At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The RoleGreat Gray is looking to add a Brand Engagement Marketing Specialist to our Marketing team. The Brand Engagement Marketing Specialist will support both Great Gray Trust Company and Retirement Plan Advisory Group (RPAG) businesses, with an emphasis on RPAG. This role will act as a community builder, shaping how our brands connect with financial advisors. The specialist will help the organization build engagement campaigns thoughtfully through digital content, social media, and events that reflect company values and stimulate the advisor community. From short-form video editing to national conference support, the specialist’s work will amplify the voices of our brands, strengthen advisor relationships, and share our culture in the market. LocationThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote. Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer. Responsibilities · Social Media Management & Strategy: Partners with the Director of Marketing to manage and grow the organization’s social media presence, with an emphasis driving LinkedIn and YouTube growth while exploring opportunities additional platforms such as Instagram and Twitter. Co-leads content planning from ideation to execution, including scheduling and performance tracking, with a focus on elevating engagement through strategic video content editing and podcast promotion, particularly to generate subscriber growth for the Gray to Great podcast series.· Market Expertise: Develops deep knowledge of the retirement plan advisory industry and serves as a market expert.· Content Development: Creates compelling, brand-aligned short-form content across channels including blog posts, social media, email campaigns, and web assets. Applies editorial judgment and marketing best practices to ensure consistency in tone, voice, and messaging.· Event/Project Coordination: Drives logistics and execution for high-impact industry events and company-sponsored activations. Owns timelines, vendor coordination, and cross-functional collaboration to ensure seamless delivery of webinars, conferences, and customer-facing experiences. Proactively generates new ideas for experiences that increase share of wallet.· Integrated Marketing Campaign Support: Contributes to the planning and rollout of multi-channel campaigns. Supports asset development, campaign scheduling, and project tracking to ensure timely and effective execution.· Operational Support: Provides administrative support to the Marketing team by organizing files, scheduling meetings, preparing reports, and maintaining an updated list of project progress and due dates.· Learning and Development: Stays current on marketing trends, tools, and technologies, bringing fresh ideas to the team. Actively seeks opportunities to expand skills through hands-on experience and team collaboration.· Best Practices/Recommendations: Shares best practices and insights to help refine workflows and enhance team efficiency. Approaches project with an entrepreneurial mindset, making recommendations that elevate overall marketing impact.· Other related duties as assigned. Qualifications & Experience· Bachelor’s degree in a relevant field and 1–2 years of professional or internship experience in marketing, digital content, or social media management. Experience with event management is preferred.· Hands-on experience with video editing and design tools like Canva, CapCut, Riverside, or similar. · Proficient with LinkedIn and YouTube platforms with an awareness of how to drive engagement, as well as social media such as Instagram and Twitter.· Strong writing and communication skills with a keen editorial eye - particularly for brand voice. · Curiosity about financial services, the retirement industry and a desire to build industry knowledge over time.· Organization and reliability, with the ability to manage multiple projects and deadlines.· A demonstrated willingness to go above and beyond, showing eagerness to learn, share ideas, and grow into greater responsibility.· Familiarity with Microsoft Office and an openness to learning new marketing tools and analytics platforms.· Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.· Comfortable navigating ambiguity.· Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.BenefitsWe have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:· Be an integral part of an early-stage, high-growth organization!· Hybrid work environment· Competitive compensation package including 401(k) with elective and non-elective match opportunities· Lifestyle spending allowance program· Medical, Dental, Vision Insurance· Employer-paid life and disability insurance· Generous paid time off program Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront. Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market. Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP. Investor Background MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services. Equal Employment Opportunity PolicyGreat Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor. Accommodation StatementGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at:

Job DescriptionAbout us Highwire is a modern strategic communications and digital marketing agency designed for disruptive companies. We work with high-growth technology companies and established brands looking to reinvent themselves. At Highwire, we believe that storytelling fuels transformation. And the most impactful stories represent all voices and perspectives. As a values-driven agency, we foster an inclusive environment where everyone—regardless of age, race/ethnicity, size, shape, gender identity, sexual orientation, religion and different abilities–can feel safe, celebrated and worthy. We ensure every Highwire Walker has unique support to climb to success. Our commitment to diversity, inclusion and belonging is permanent and foundational to our business and culture. We aspire to change our industry and build a better future for all. Our people-first culture is driven by four core values:• Team Empowerment • Growth Mindset• Inclusion Always• Fierce Distinction We’re looking for individuals with big ideas, strong opinions, and the energy to bring them to life. If you thrive in an environment that values personal accountability, high standards, and boundless motivation, this is the opportunity for you. Be part of our award-winning culture and contribute to an exciting and growing business where you can make a real impact. The Senior Vice President, Professional Services, is a strategic leadership role designed for a seasoned PR professional with deep expertise in professional services and financial services communications. This role is critical in driving growth, client success, and operational excellence within Highwire’s dynamic, award-winning environment. Reporting to agency leadership, the SVP will lead high-impact client engagements, spearhead business development, and mentor account teams to exceed client expectations while aligning with Highwire’s core values of Fierce Distinction and Growth Mindset. The ideal candidate has 13+ years of progressive experience, a proven track record in managing large client portfolios in professional services and financial services PR, and the ability to inspire teams and influence clients at the highest levels. If you are ready to make a meaningful impact at a thriving agency, this role offers a unique opportunity to lead, innovate, and grow alongside some of the brightest talent in the industry.Key Responsibilities • Serve as the senior strategic counsel for professional services and financial services clients with account revenue oversight typically between $2M to $3M+., • Develop and execute innovative, results-driven communications strategies that drive measurable business outcomes and elevate client brands., • Build and maintain trusted relationships with C-suite executives and senior leaders at client organizations, acting as a key advisor., • Lead new business development efforts by identifying opportunities within existing accounts and spearheading pitches for new clients aligned with agency growth targets., • Collaborate closely with integrated teams to deliver seamless multi-channel campaigns leveraging traditional PR, digital, social media, and influencer engagement., • Promote a culture of excellence and continuous improvement, mentoring, coaching, and developing account teams to maximize their potential., • Oversee staff performance management including setting objectives, monitoring development, and conducting performance reviews., • Act as a visible leader representing Highwire and its clients at industry events, conferences, and seminars to enhance networking and business development., • Manage client profitability by closely monitoring billability, resource allocation, and budget adherence., • Contribute to agency infrastructure initiatives that support operational efficiency, client service excellence, and talent development., • Drive a key agency cornerstone such as client service excellence, revenue growth, or operational improvements., • Collaborate with finance and operations teams as needed to manage budgets related to your accounts or client programs.Qualifications, • Bachelor’s degree in journalism, communications, public relations, or a related field., • Minimum 13 years of experience in communications, preferably with a focus on professional services and financial services PR, including at least 5 years in an executive leadership role., • Proven success in developing and nurturing senior client relationships and managing complex, multi-stakeholder accounts., • Exceptional media relations skills with a strong network of top-tier reporters and editors relevant to professional and financial services industries., • Demonstrated excellence in strategic storytelling, content development, and media placement across print, online, and social media platforms., • Experience leading integrated campaigns that combine traditional PR with digital, social, and influencer strategies., • Strong leadership, coaching, and team development skills with a collaborative management style., • Outstanding judgment, problem-solving ability, and capacity to thrive in a fast-paced, evolving environment., • Experience in establishing and tracking measurement and ROI for communications programs., • Passion for fostering a culture that embraces Highwire’s values of Fierce Distinction and Growth Mindset.Highwire Perks, • Competitive salary, • Merit-based bonuses and promotions, • Hybrid work model to suit your schedule and lifestyle, • Excellent vacation policy including extended break for summer and winter holiday, • Participate in Empower Hours on Fridays; Team has the ability to log off by 3pm, • 401K Match, • Medical and dental benefits/ FSA, • Paid Parental Leave, • Commuter Benefit, • Home office equipment stipend, • Growth Mindset Stipend of $100 annually for books, exhibitions, etc., • Technology reimbursement, • Wellness benefit, • Donation Match, • Mentorship, • Monthly recognition programs, • Employee referral bonus, • New business referral bonus, • Quarterly Highwire fun events – Thanksgiving is our favorite holiday, • Dog friendly work environment

Job DescriptionJira Lead AdminEmployment Type: Full-Time, Mid LevelDepartment: Information Technology CGS is seeking a talented Jira Lead Administrator who is passionate about driving transformation in the federal IT domain to join our growing team of technology and software consulting professionals. Strong candidates will have a desire to drive change in the federal space by developing executable strategies, implementing new technologies, streamlining processes, and improving the delivery of mission value delivery through new practices and tools. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Create custom projects in Atlassian tool suite for complex workflows to meet business needs.- Provide advanced configuration of the Atlassian suite of tools to promote CI/CD.- Create and maintain Jira and Confluence collaboration sites (e.g., Kanban boards, Scrum boards, documentation pages, etc.).- Analyze, research, manage, and implement integrated Atlassian tools, plugins, and applications.- Interface with various diverse stakeholders as a liaison and trusted advisor- Help define how information systems may be upgraded or replaced.- Gather requirements for business processes, and determine ways to optimize. Qualifications: - 7 years’ experience in systems analysis and design of information systems programs- 3 years’ experience with Jira and Confluence administration.- 3+ years’ experience of Bamboo and Bitbucket experience.- An advanced degree in an appropriate field with an additional three years of relevant experience.- Knowledge of Agile and principles and applied best practices required.- Excellent communications skills, both written and verbal, are required.- Must successfully complete a stringent Background Investigation and obtain the required Government Security Clearance (moderate risk public trust).- Atlassian certified Jira Administrator preferred.- Working knowledge of Networking, DNS, Databases, APIs, SAML, and Akamai.- Consulting in a Federal agency, especially within DHS.- Ability to write custom JQL (Jira Query Language), a plus.- Experience with Federal Systems Engineering Life Cycles (SELC) and Software Development Life Cycles (SDLC). Ideally, you will also have:- Experience with Government software development policies and procedures.- Client-facing communication experience.- Federal Agency issued security clearance. Our commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our clients’ specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation!Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionJoin a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We’re always looking for talented individuals who are ready to join a collaborative, growth-focused culture. As a partner to some of the world’s most recognized brands, we are leaders in loyalty, helping brands build lasting emotional connections with their consumers. Join Us from Anywhere While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with: · Flexible Time Off to recharge when needed · Nine Company-Wide Holidays · A diverse suite of benefits prioritizing your growth, development, and personal well-being Discover more about our perks and benefits here. Kobie is a values-led organization where we believe that everyone is a leader, regardless of their position or role. About the team and what we’ll build together As a Sr. Account Manager, you will be responsible for providing planning, operational and optimization support for two or more of Kobie’s key accounts. Partnering with various departments, you will help drive cohesive and strategic activities for the client, under the direction of the Account Senior Director. How you will make an impact • Maintain frequent, intentional, collaborative, and pro-active communication with client as their primary point of contact for day-to-day management, • Deliver cross-functional insights, recommendations, thought leadership and feedback as a trusted advisor with deep understanding of your client’s business challenges and goals, • Manage Client Services 90-day planning cadence and planning cycles in support of your client’s program as agreed to, such as: weekly and monthly check-ins and planning meetings, 1:1s with primary contacts, exec check-ins between senior stakeholders, and EBRs, • Prepare and publish advance meeting agendas, follow-up contact reports, client presentations, weekly client updates, and other client communications and correspondence, • Develop, manage and operationalize account plans and strategic and technical roadmaps to ensure all initiatives are delivered on time and with a high degree of excellence, • Provide account expertise and insight to guide cross-functional Kobie and client teams across program strategies, initiatives, and work streams to ensure program delivery is strong and consistent, • Support cross-functional efforts to optimize Kobie client’s loyalty program in support of Kobie’s mission to drive enterprise value through Loyalty, including bonus offer planning, management, measurement and reporting, • Field and manage client requests and changes to administrative program functions, such as earn rules configuration and logic changes or creation, • Serve as a point of contact for issue escalation, management, and resolution, coordinating with technology operations and issue response and resolution staff to stay informed on all issues to provide accurate client communication and positioning, • Coordinate with internal teammates to create project estimates and timelines, and track project progress and status to ensure on-time and quality delivery, • Coordinate administrative details such as Jira time tracking, resource allocation and forecasting, invoicing, etc, • Review invoices in preparation for timely and accurate financial billing What you need to be successful, • Bachelor’s Degree in Marketing or related field, • 5+ years of experience, preferably in the marketing or loyalty industry, • Understanding of general marketing principals is a must; promotional and CRM experience is preferred, • SaaS experience is preferred, • Experience in Retail industry preferred, • Proven ability to meet deadlines, manage multiple projects and work proactively in a fast-paced environment, • Strategic and tactical marketing experience through multiple channels (email, mobile, social) based on customer journeys, • Foundational understanding of financial business principles and data analysis, • Self-motivated and able to work independently, applying good judgment and decision-making on your feet, • Confident and clear verbal and written communication and presentation skills, • Proactive in contributing ideas and in anticipating client/team needs, • Outcomes-driven, with excellent organizational skills and strong attention to detail, • Technical acumen – the ability to understand technology platforms within a larger martech ecosystem, and how features and functionality is applied to bring marketing and analytical concepts to life that will deliver desired outcomes, • Resourceful, solutions-focused attitude that adapts well to change

Job Description At Steer North America, our vision is a world where the critical services and infrastructure that move our communities work better for all of us. Our mission is to be the leading consultancy shaping the future of how people live, work, and connect. We are driven by a passion for creating positive impact through our expertise in critical services and infrastructure. We strive to unlock the potential of our clients and their organizations to help people, places, and economies thrive. For a world in motion, complex challenges deserve powerful solutions, global intelligence and local partnership, technical expertise and independent advice. We are seeking an entrepreneurial leader to help establish and grow our Airport Commercial Services consulting practice in the U.S. and Canada. This role combines hands-on project delivery with the opportunity to build a practice area focused on concessions, real estate, parking, and non-aeronautical revenue development for airports. The successful candidate will bring industry expertise, creativity, and a strong network to help us expand our market presence while delivering exceptional value to clients. Key Responsibilities Practice Building & Growth • Play a key role in shaping and expanding the Airport Commercial Services practice, with responsibility for identifying opportunities and driving growth., • Partner with senior leadership to design and implement strategies for market entry, brand positioning, and client acquisition., • Lead business development efforts, including prospecting, proposal writing, and client presentations., • Build and expand relationships with airports, concessionaires, developers, and other industry partners., • Serve as Project Manager or Technical Lead on key assignments in commercial strategy, concessions planning, financial modeling, and passenger experience optimization., • Manage project teams and ensure delivery of high-quality, on-time, and on-budget results., • Mentor and guide junior staff, supporting their growth in both technical and consulting skills. Required: • Minimum of 10 years of experience in the aviation industry, with expertise in airport commercial services, concessions, real estate, or non-aeronautical revenue strategy., • Bachelor’s degree in a relevant field (business, aviation, planning, economics, finance, or related discipline)., • Proven entrepreneurial mindset, with demonstrated success in practice building, business development, or market expansion., • Strong project management skills and experience leading multidisciplinary teams., • Technical expertise in concessions planning, financial modeling, business case development, or airport real estate., • Experience introducing new service lines or growing a consulting offering from early stages. For our US applicants, we offer a competitive package of benefits including private medical, dental, and vision insurance, commuter benefits, a group Share Incentive Plan, a 3% 401k contribution and a discretionary yearly bonus based on annual compensation (dependent upon individual and company performance). Additionally, we offer up to 44 paid days off - 20 vacation days, 9 public holidays, 3 floating days, 10 sick days, and 2 volunteering days – as well as a semi-annual performance review process. For our Canadian applicants, we offer a competitive package of benefits including private medical, dental, and vision insurance, a group Share Incentive Plan, a 3% RRSP contribution and a discretionary yearly bonus based on annual compensation (dependent upon individual and company performance). Additionally, we offer up to 47 paid days off - 22 vacation days, 13 public holidays, 2 volunteering days and 10 sick days – as well as a bi-annual performance review process. Our evaluation processes are designed around merit and capability. We don’t select people on the prestige of their educational establishments or other background information. Our interviewers are trained on how to manage selection processes fairly and without bias, and to conduct processes which do not selectively appeal more to one or more demographic to the detriment of any others. Steer is an equal opportunity employer and welcomes all candidates with any legally protected status. Steer will provide accommodation, now or throughout your employment, if needed. In our commitment to inclusivity in the workplace, Steer has welcomed the creation of various Employee Resource Groups, dedicated to ensuring the support, progression, and well-being of all employees. For more information, check out our social responsibility page. Part-time and remote working applications will not be considered for this role. Salary Range - $150,000 – 250,000 w/ benefits

Job DescriptionJob Title: Engagement Manager – Manufacturing (US)Location: United States (Client Site Travel across North America)Compensation: $180,000 base salary + project based performance bonusesOn-Target Earnings: $250,000–$350,000Travel Requirement: 80%+ (Active Passport required)Citizenship Requirement: U.S. Citizen or Green Card HolderJob Summary:We’re hiring an Engagement Manager to lead operational improvement and transformation programs for industrial clients across North America. In this high-impact consulting role, you’ll work directly with executive stakeholders, assess business performance, and lead teams through fast-paced, results-driven implementation projects. This is an ideal opportunity for operations-focused professionals with plant leadership, consulting, or P&L ownership experience who want to accelerate their career in a dynamic, client-facing role.Key Responsibilities: • Lead end-to-end consulting engagements from initial diagnostic through implementation, working closely with client executives and onsite teams, • Assess current state operations and design future-state models to drive measurable financial improvements, • Oversee teams of 5–7 consultants across multiple workstreams and maintain project accountability for timelines, deliverables, and financial impact, • Provide executive-level communication, reporting, and presentations throughout the engagement lifecycle, • Act as a trusted advisor to client CEOs and senior leadership, ensuring alignment to strategic goals and sustainable transformation, • Travel across North America on a weekly basis to support clients directly on siteQualifications:, • Minimum 3–5 years of relevant experience, including:, • Leadership in plant management or manufacturing operations with full P&L responsibility or, • Prior experience in management consulting leading transformation engagements, • History of delivering quantifiable business improvements and leading high-performing teams, • Strong interpersonal, analytical, and communication skills with the ability to engage executive-level stakeholders, • Bachelor’s degree required; MBA preferred, • Must hold an active passport and be eligible to travel across North America without restriction, • Willingness to travel up to 80% of the time, • U.S. citizen or permanent resident (Green Card holder) with ability to travel as neededWhat We Offer:, • Competitive base salary of $180,000 + project based performance bonuses, • OTE between $250,000–$350,000, • Direct exposure to C-suite clients and accelerated career advancement opportunities, • Fast-paced, high-accountability environment with international project scope, • Paid travel expenses, lodging, meals, and professional support during client site assignments, • Comprehensive benefits package including medical, dental, vision, life insurance, and retirement planning optionsApply now to join a high-caliber team working at the intersection of strategy, execution, and operational excellence.

Job DescriptionSalary: Overview This role is designed for an experienced professional with deep expertise in banking and credit unions, who can act as both a strategic advisor and business development driver. The ideal candidate will bring credibility, industry knowledge, and a hands-on approach to help us grow our Financial Institutions (FI) practice, strengthen client relationships, and position our firm as a trusted solutions provider beyond traditional CRM delivery. Key Responsibilities Profile of the Ideal Candidate 15+ years of experience in financial services (banking/credit unions), with proven success in business growth and client strategy. Strong executive presence with ability to build trust and credibility with middle management and C-suite leaders. Deep understanding of banking operations, lending, and commercial banking. Demonstrated ability to craft strategic roadmaps and translate client goals into actionable business outcomes. Entrepreneurial mindset: thrives in dynamic, high-growth environments, willing to roll up sleeves and execute. Excellent communication and relationship-building skills. Since 2001, Solutions Metrix has been implementing CRM in companies of all sizes and industries, whether they are in Montreal, Quebec, or elsewhere in Canada or in North America. Our team of specialists master a very large number of CRMS without being linked to any. We always recommend the best CRM to our customers according to their needs and objectives. Our method defines a simple implementation process for companies that allows them to quickly and easily use their software and optimize it to the maximum. The secret to our success is simple: we tailor our solutions to our customers' business models, markets and industries.

Job DescriptionAt Deliverect, our API-first platform is revolutionizing commerce by providing a connected suite of on and off-premise solutions. We empower both the food and retail industries to expand their revenue and simplify their operations, creating seamless experiences for businesses to sell anywhere and deliver everywhere. Join us in this exciting journey, where your contributions will directly impact how businesses connect with their customers in a rapidly evolving global market. Department Focus: The Strategic Accounts team at Deliverect drives growth with our largest enterprise customers. We go beyond transactions by building consultative partnerships that simplify digital order management at scale, enable operational excellence, and open new growth opportunities. Through these relationships, we position Deliverect as a trusted partner to the industry’s most influential restaurant groups. Your Impact: As the Sales Director, Strategic Accounts, you will have a significant impact on Deliverect's expansion in the U.S. within the Strategic Accounts team, which oversees our largest accounts. This is a critical role responsible for fueling revenue growth and market expansion, as well as driving partner acquisition within the QSR industry. This role is for a self-starter excited by the challenge of entering a new market and is driven to make Deliverect the winning player in the US in the next 18-24 months. You will be instrumental in positioning Deliverect as a frontrunner in SaaS technology for this segment. *This is a full-time, hybrid role with a flexible work schedule.What you will do: • Fuel Business Growth: Take the lead in identifying, qualifying, and closing complex sales opportunities within strategic accounts. You will develop and execute effective sales strategies to penetrate new accounts, with a focus on greenfield opportunities and building new doors within the top 50 QSR brands., • Cultivate Relationships & Manage Accounts: Manage a portfolio of strategic accounts, ensuring customer satisfaction and retention. You will build and maintain strong relationships with key stakeholders, acting as a trusted advisor and tailoring solutions to meet their needs., • Travel and Network: Proactively identify opportunities to meet with clients and prospects face-to-face. This will involve significant travel (up to 20%) to client meetings, trade fairs, and exhibitions, sometimes on short notice., • Forecast and Report: Accurately forecast sales and pipeline activity for your portfolio. You will prepare regular sales reports, presentations, and analyze sales data to identify trends and opportunities that will help shape the go-to-market strategy., • A Proven Network and Experience: A minimum of 7-10 years of proven commercial sales experience, with a track record of success working with the largest U.S. QSR brands. You must have a dense, existing network within numerous leading QSR brands, and be comfortable closing large, complex deals with big targets., • Hunger for New Business: A relentless drive to prospect and initiate new conversations, with a strong desire to overachieve on targets. You are excited by the challenge of starting from a limited existing footprint and building a pipeline from the ground up., • Consultative Selling Skills: Experience selling software and a consultative sales approach with the ability to identify customer pain points and provide strategic insights and recommendations., • Resilience and Adaptability: A resilient and hard-working attitude, with the ability to navigate ambiguity and operate effectively in a fast-paced environment. You are a problem-solver who is coachable and manages time efficiently., • Strong Communication: Excellent communication skills, both written and verbal, to articulate complex solutions, negotiate with stakeholders, and present to clients., • Willingness to Travel: Comfort with frequent travel, including at short notice, to attend meetings and industry events., • Nice to Have: Experience with CRM platforms (e.g., Hubspot) and ticketing systems (e.g., Zendesk). Experience in or strong understanding of the hospitality, food tech, or POS systems landscape. Join Our Innovative Journey: At Deliverect, we're not just building a platform; we're redefining how restaurants and retailers connect with their customers globally. We're looking for agile, ambitious, and resourceful team members who are excited to tackle complex challenges, take calculated risks and contribute to innovative solutions that shape the future of commerce. What You'll Gain by Joining Us: Invest in Your Growth- We provide a dedicated learning budget to help you expand your skills and knowledge in this dynamic environment.Solve Meaningful Challenges- Contribute to tackling some of the most significant challenges in the global tech industry, directly impacting the way businesses operate worldwide.Drive Innovation- Immerse yourself in a culture where innovation isn't just a buzzword – our weekly releases and new features ensure you're always working on cutting-edge solutions.Collaborate with a Global Team- Be part of a diverse, international team that values transparency, visibility, and a multitude of perspectives.Be Part of a Unicorn- Join a rapidly scaling SaaS unicorn at the forefront of the order management industry, where your contributions have significant impact.Enjoy Regionally Tailored Rewards- Our compensation and benefits packages are thoughtfully designed to reflect the unique needs of each market, ensuring you’re supported with what matters most—right where you are. Our Commitment to Inclusion: We are dedicated to building a diverse and inclusive workplace where everyone feels valued and has equal opportunities to succeed. We strongly encourage applications from underrepresented groups. Important Information:

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales “hunter” role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you’ll be doing. • Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution., • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases., • Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa., • Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship., • Understand Quantexa’s corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home Requirements What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential., • Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment., • The ability to represent the best of Quantexa to clients and prospects from end users to CEOs., • Exceptional organizational and pipeline management skills., • Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: • Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc., • Specific BSA/AML Experience, • Specific East coast and/or midwest regional expertise in banking, • Enterprise AND SaaS experience, • Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays