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Job DescriptionDescription: POSITION: Client Relations Representative Location: Omaha, Nebraska FLSA Classification: Non-Exempt Who We Are At Retirement Income Source, a Sound Income Group company, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. Key Responsibilities • Greet and engage clients and prospects professionally in-person, on the phone, and via email., • Coordinate onboarding for new clients and prepare materials for Advisor meetings., • Manage and optimize advisor calendars to ensure efficiency., • Respond to inquiries or route to the appropriate team member., • Maintain a professional and welcoming reception and meeting space., • Ensure all client and prospect information is handled confidentially and in compliance with policies., • Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments., • Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral., • Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations., • Make sufficient outbound calls each week to secure a minimum of 6 first-time kept advisor appointments., • Maintain consistent follow-up until leads are scheduled, declined, or disqualified., • Reactivate dormant leads and no-shows with targeted outreach., • Track and report on metrics: outreach activity, appointments set, show rates, and conversions., • Log all activity and lead status updates in CRM on the same day.Requirements: Must-Have Qualifications Industry Experience & Skills • 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion, • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment, • Exceptional attention to detail, with strong organizational and time management abilities Background and Education: • High school diploma required; associate or bachelor’s degree is preferred but not required, • Proven sales experience with a consistent track record of meeting or exceeding goals, • CRM experience and proficiency in Microsoft Office Suite., • Proficiency in calendar management, ensuring advisor schedules are well-organized.Physical & Work Environment Requirements, • Ability to support overnight trips or Saturday coverage for seminars and events., • Must be authorized to work in the U.S. without sponsorship., • Office-based role with routine use of telephone and email., • 100% employer-covered medical benefits and HRA account, • Dental & vision plans, • Short and long-term disability insurance, • PTO + 10 NYSE company holidays per year, • 401K with company match program, • Free onsite parking, • Company-provided laptop and required technology The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards. Retirement Income Source is an E-Verify employer. Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

Job Description Position Summary: The National College Savings Field Representative serves as a subject matter expert and communicates the features and benefits of Union Bank and Trust’s 529 plans. This professional provides timely updates and key information to financial professionals. This position requires travel to targeted markets across the United States to increase awareness of the highly regarded Union Bank and Trust 529 plans. The National Field Representative will support the growth of advisor-sold 529 plans by serving as a resource to financial advisors across the country. They will also research and implement creative strategies to market the plans to financial professionals. The National Field Representative will have a working knowledge of financial industry topics including college savings programs, investments, operations and taxes. Essential Functions: • Service and promote Union Bank’s 529 Programs in targeted markets across the United States., • Make proactive marketing calls (in-person and phone) to financial advisors and other investment professionals to strengthen the existing Union Bank and Trust 529 programs relationships., • Visit non-producing financial advisors and firms to introduce Union Banks’s 529 Programs and to encourage future utilization of the Plans., • Schedule trips, meetings, and presentations in targeted markets across the U.S. in a manner that maximizes the Field Representative’s impact while traveling., • When not traveling, perform outbound calls to grow business with producing advisors, and to develop new business with non-producing advisors., • Serve as a subject-matter expert on 529 programs, staying up to date with industry developments and trends., • Research and implement campaigns and messaging., • Attend and promote Union Bank’s 529 programs at various local, regional, and national conferences and events., • Provide 529 Field Coordinator with regular updates regarding activity and trends., • Assist with functions of 529 department as needed., • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required., • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies., • Regular and reliable attendance is an essential function of this position., • Bachelor’s degree preferred., • Mutual fund, investment, finance, tax and/or financial planning experience required., • Project a strong professional image with ability to positively promote the UBT 529 programs and customer service philosophy., • Proficient in Microsoft Word, Excel and in working with other financial software., • Highly motivated individual, • Strong organizational and time management skills, • Detail oriented, self-starter with high energy, • Excellent verbal and written communication skills including experience delivering complex material to individuals and groups, • Independent with a team-oriented mindset Travel required access the United States Weekly travel requires overnight hotel stays Lifting and/or carrying up to 30 lbs. occasionally. Moderate exposure to outdoor elements or hazards. This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding. Salary Range: $77,529.87 – $116,294.81 Careers | Union Bank & Trust PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Job DescriptionSalary: $55k-$70k Join our Dynamic Team as Client Experience Manager! Are you passionate about delivering an outstanding client experience and leading a team in a collaborative, fast-paced environment? Do you excel at building and maintaining strong client relationships, mentoring others, and streamlining service operations? If so, we would love to connect with you! Our growing independent Insurance and Financial services firm is seeking a dedicated Client Experience Manager to oversee our client service team and ensure our clients receive the highest level of personalized support and care. This is a key leadership role with direct impact on both client satisfaction and operational excellence. What Youll Do: • Lead and manage the Client Service Team, fostering accountability, collaboration, and growth, • Serve as the direct communication link between the Client Service Team and the Executive Team, • Take ownership of all client escalations, ensuring timely, thoughtful, and effective resolution, • Build and maintain strong client and vendor relationships that align with the firms mission and strategy, • Implement, refine, and scale processes within our CRM to create efficiency and consistency, • Continuously look for ways to elevate the overall client experience, • Develop and enhance onboarding systems that ensure smooth, professional client transitions, • Design and implement training programs to onboard and upskill team members, • Provide progress updates to the Executive Team on key initiatives, milestones, and completion timelines, • Assist with hiring process, • Establish & monitor performance metrics, • Provides timely & constructive performance feedback to support employee development, • Oversee corrective action in a fair and consistent manner in line with company policy Experience Youll Bring: • Bachelor's degree or 5yr related prior management experience highly preferred, • Proven success leading a fast-paced client service team with measurable results, • Excellent analytical and problem-solving skills with a proactive mindset, • Exceptional written and verbal communication skills with attention to detail, • Strong interpersonal skills with the ability to inspire confidence and trust, • Ability to prioritize competing demands and drive projects to completion, • Proficient with Microsoft office suite Bonus Points • Active Life, Health, and Annuities License, • Experience with Wealthbox CRM, Orion, Wealthscape, or AI-driven client tools, • Experience at an RIA or Wealth Management Firm What Youll Get: • Amazing Benefits: Comprehensive medical, dental, vision, and 401(k) plans (with matching options), • Generous PTO Package: Enjoy a balanced work-life schedule, • Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development, • Charitable Giving Participation: Be a part of our commitment to making a difference in the community, • Team-Centric Environment: Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time. General Physical Requirements: • Ability to sit for extended periods of time, • Ability to walk short distances within the office, • Ability to lift & carry up to 50lbs, • Ability to reach above and below shoulder level to access items or equipment Who We Are: Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for. Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Job Description About Us At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment. Avior Core Values We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values with our team. We strive to hire teammates who resonate with our core values: • It’sNot Me,It’sWe-We believe working together as a team, we are able toleverageour collective strengths, drive innovation, and achieve greater success than we could on our own., • We Lead Through Service-We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impactinthe lives of others and create positive change in our organization and communities., • We Pursue Excellence-We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us., • We Shape the Future-We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values. Position Overview The Client Advocate is a proactive and detail-oriented front-line support associate providing essential support to a pool of financial advisors and tax preparers. You will be responsible for assisting with client-facing issues, preparing materials for client meetings, and ensuring the smooth operation of day-to-day tasks. This role is pivotal in enhancing the client experience by resolving complex financial matters and helping to deliver superior client service. Key Responsibilities • Advisor support: Assist financial advisors and tax professionals by preparing reports, presentations, and other materials for client meetings. Ensure that all relevant documentation is ready and accurate., • Client Interaction: Serve as a key contact for clients, helping to resolve their inquiries and ensuring a high level of service, especially when dealing with complex financial products or service issues., • Issue Resolution: Act as a problem-solver, working closely with business partners to address and resolve client concerns related to financial services, account maintenance, and other matters., • Task Management: Stay up to date on firm procedures, making sure key tasks are scheduled, tracked, and followed up on, ensuring deadlines are met., • Planning Support: Aid in the preparation of financial plans, tax documents and other related items as needed by gathering data, preparing materials, and ensuring all information is accurate and up to date for client sessions., • Compliance and Procedures: Ensure that all actions align with internal policies, industry regulations, and best practices., • A bachelor’s degree in finance, business, or related field is preferred., • 1-3 years of experience in the financial services industry., • Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues., • Detail-oriented with excellent organizational and time management skills., • Ability to manage multiple priorities in a deadline-driven environment., • Proficiency in Microsoft Office suite (Word, Excel, Outlook), • Strong problem-solving skills., • Ability to multitask and prioritize tasks in a fast-paced environment., • Strong technical aptitude to facilitate daily work and ability to learn required software applications quickly. In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being: • 401k and 401k Matching: Plan for your future with our retirement savings options., • Dental Insurance: Support your oral health with coverage for a range of dental services., • Vision Insurance: Ensure clear sight on your path to success with our vision coverage., • Health Insurance: Take care of your physical well-being with our health insurance offerings., • Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option., • Life Insurance: Provide financial security for your loved ones with our life insurance benefits., • Disability Insurance: Safeguard your financial future in the face of the unexpected., • Employee Assistance Program (EAP): Access resources and support for personal and professional challenges., • Full-time, • In-office with work from home flexibility one preset day per week, • Monday – Friday 8:00 am – 4:30 pm

Job DescriptionOur team helps families plan, protect, and prepare — while helping you build your career. We Offer: * Digital client systems. * Mentorship and leadership growth. * Uncapped commissions and benefits. * Work-from-home flexibility. This is the career version of “your effort = your income.” Who Thrives Here People who are: * Coachable and willing to follow a proven process. * Self-driven and goal-oriented. * Good communicators who care about helping others. * Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed — our training covers everything. Licensing can be completed online in 1–2 weeks, and we’ll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both — backed by real mentorship and an award-winning company culture. If you’ve been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow — on your terms. Apply today, and we’ll set up a short conversation to see if it’s the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we’ll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus—but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations – Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more—fully paid based on performance. Work-from-Anywhere Flexibility – 100% remote with control over your schedule and income. Earn Time & Money – System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership – Build your own business with real contractual ownership. Legacy Business Transfer – Pass your agency to a loved one and create generational wealth. Free Life Insurance – One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage – Access large term coverage (up to 30 years) as a benefit. Health Benefits Access – Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture – Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training – Plug into proven systems and real-time coaching to level up fast.

Job Description Make Your Mark: Senior Wealth Advisor Opportunity at Revolution Group, LLC in Omaha, NE Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we’re searching for a Senior Wealth Advisor who’s ready to join a team that’s redefining wealth management—powered by exclusive private investments and a relentless drive to succeed. We’re different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities—like real estate, private equity, and more—that set us apart from the pack. We handle the nitty-gritty—portfolio construction, cutting-edge tech, back-office support—so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us. Who We Are: Revolution Group, LLC isn’t just another firm—it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team. What You’ll Do: As a Senior Wealth Advisor, you’ll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Additionally, you will lead our team of Wealth Advisors, sharing your expertise and mentoring their growth. Here’s what you’ll take on: • Uncover clients’ goals and craft strategies that deliver—leveraging private investments and sharp financial planning., • Provide big-picture advice on retirement, taxes, estate planning, and risk management., • Drive portfolio performance with regular reviews and bold, results-focused decisions., • Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas., • Chase new opportunities and collaborate with the team to grow our impact., • Keep it real, staying compliant with regulations and best practices. We’re after someone who lives for purpose, fits our culture, and delivers results—someone humble, hungry, and smart. Here’s what we’d love to see: • A bachelor’s degree in finance, economics, or a related field., • 5+ years in wealth management or financial planning. Series 65, or Certified Financial Planner (CFP) designation highly preferred., • A proven ability to build trust and keep clients coming back—portable clients are a bonus., • Deep know-how in complex planning and private investments., • Analytical chops and a knack for making smart calls under pressure., • Killer communication skills—connect with people and break down big ideas simply., • A team player who’s just as comfortable flying solo. Why Join Us? This is more than a job—it’s a chance to grow, contribute, and win. At Revolution Group, you’ll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We’re a team that celebrates hard work, humility, and big outcomes—join us, and let’s make waves together in Omaha, NE. Ready to step up? Apply today as a Senior Wealth Advisor at Revolution Group, LLC! Send your resume, a cover letter that shows us your spark, and—if you’ve got them—three references. Let’s create something extraordinary. #hc196263

Job DescriptionSalary: 31k-37k Join our Dynamic Team as a Financial Advisor Trainee Intern! Are you looking to start your career in financial advising? We are excited to offer an excellent opportunity for a motivated individual to join our team as a Financial Advisor Trainee Intern! In this entry-level role, you will gain hands-on experience and learn the essentials of providing financial advice and services. You will be trained to assist clients in managing their financial portfolios and support them in achieving their long-term goals. Under the guidance of experienced professionals, you'll develop key skills in building client relationships, understanding financial planning, and exploring investment strategies. This is a fantastic opportunity to learn and grow in the financial services industry! What Youll Do: • Client Relationship Management: Learn how to build and maintain relationships with clients by understanding their financial goals and helping them make informed decisions about their financial future., • Financial Planning: Work alongside experienced advisors to assist in developing financial plans for clients, including basic retirement, tax, and investment strategies. You'll learn how to ensure plans align with the clients financial needs and objectives., • Investment Strategy: Support senior advisors in guiding clients on investment options and asset allocation. You'll gain hands-on experience in helping clients create portfolios that match their long-term goals., • Market Research and Analysis: Observe and assist with monitoring financial markets and trends. Youll learn how to use this data to make recommendations that are in line with both client needs and market conditions., • Client Education: Help educate clients on financial products and industry trends. Youll assist in explaining basic financial concepts, ensuring they understand their options and feel confident about their decisions., • Compliance and Documentation: Assist in ensuring that all client interactions and transactions comply with company policies and industry regulations. You'll also help maintain accurate records of financial plans and transactions., • Sales and Business Development: Support efforts to identify new business opportunities and help build the client base. You'll learn how to contribute to the expansion of the business while maintaining strong client relationships. Experience Youll Bring: • Experience: While prior experience in financial services isnt required, an eagerness to learn and develop in a financial advisory role is essential., • Knowledge: Basic understanding of financial concepts, such as market trends, retirement planning, and investing, is helpful, but well provide the training you need., • Skills: Strong analytical skills and a willingness to learn how to explain financial concepts in a clear and approachable way. Good communication is key!, • Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable., • Compliance Knowledge: Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations) will be helpful but not required. Bonus Points If You Have: • Licensing:While not required at the start, if you hold any licenses (like Series 65, Life & Health Insurance, or others), its a plus!, • Technical Know-How:Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite is great, but if not, we will help get you up to speed. What Youll Get: • Continuous Development Opportunities:Grow both personally and professionally with ongoing training and development., • Charitable Giving Participation:Be a part of our commitment to making a difference in the community., • Team-Centric Environment:Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time. General Physical Requirements: • Ability to sit for extended periods of time, • Ability to walk short distances within the office, • Ability to lift & carry up to 50lbs, • Ability to reach above and below shoulder level to access items or equipment Who We Are: Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for. Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Job Description Make Your Mark: Financial Advisor Opportunity at Revolution Group, LLC in Omaha, NE Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we’re searching for a Financial Advisor who’s ready to join a team that’s redefining wealth management—powered by exclusive private investments and a relentless drive to succeed. We’re different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities—like real estate, private equity, and more—that set us apart from the pack. We handle the nitty-gritty—portfolio construction, cutting-edge tech, back-office support—so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us. Who We Are: Revolution Group, LLC isn’t just another firm—it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team. What You’ll Do: As a Financial Advisor, you’ll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Here’s what you’ll take on: • Uncover clients’ goals and craft strategies that deliver—leveraging private investments and sharp financial planning., • Provide big-picture advice on retirement, taxes, estate planning, and risk management., • Drive portfolio performance with regular reviews and bold, results-focused decisions., • Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas., • Chase new opportunities and collaborate with the team to grow our impact. We’re after someone who lives for purpose, fits our culture, and delivers results—someone humble, hungry, and smart. Here’s what we’d love to see: • A bachelor’s degree in finance, economics, or a related field., • 5+ years in wealth management or financial planning (Series 65 or CFP designation is a big plus)., • A proven ability to build trust and keep clients coming back—portable clients are a bonus., • Deep know-how in complex planning and private investments., • Analytical chops and a knack for making smart calls under pressure., • Killer communication skills—connect with people and break down big ideas simply., • A team player who’s just as comfortable flying solo. Why Join Us? This is more than a job—it’s a chance to grow, contribute, and win. At Revolution Group, you’ll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We’re a team that celebrates hard work, humility, and big outcomes—join us, and let’s make waves together in Omaha, NE. Ready to step up? Apply today as a Financial Advisor at Revolution Group, LLC! Send your resume, a cover letter that shows us your spark, and—if you’ve got them—three references. Let’s create something extraordinary. #hc105939

Job Description Financial Advisor Assistant Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. We work with a team of Certified Financial Planners TM, Certified Public Accountants, estate planning attorneys, and insurance professionals. We are currently seeking a candidate to join our team as a Financial Advisor Assistant. Qualification Include: • Professional and positive demeanor; warm, compassionate, conversational, • Strong verbal and written communications, • Strong organizational skills, • Ability to work with highly confidential information, • Bachelor’s degree, • Office and administrative support experience, • Serve customer requests (example- account updates or distributions), • Answer phones, screen and direct pertinent callers, • Prepare reports for client portfolio review meetings, • Prepare and submit new account paperwork, • Initiate and track account transfers, • Document management (scan and save forms, statements, etc), • Assist with organizing client events, • Maintain client management system, • Analyze mutual funds, ETF's, stocks, and other investments, • Greet and communicate with clients, • Schedule client appointments

Job DescriptionOutstanding Financial Advisor Opportunity with Local Regional Firm This Jobot Job is hosted by: Shane Bennett Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $60,000 - $70,000 per year A bit about us: We’re a boutique, advisory-focused CPA firm serving clients across multiple states, specializing in tax, accounting, and strategic advisory services. We work with a limited client base so we can provide high-touch, year-round support—not just compliance. Our team values real experience, thoughtful problem-solving, and strong client relationships, and we prioritize quality work, modern tools, and sustainable workloads that support long-term success and work-life balance. Why join us? • Advisory-Focused Work: Move beyond compliance into true client advisory—working with high-income individuals and business owners on planning, strategy, and financial clarity., • Modern, Efficient Firm: Minimal manual data entry, strong automation, and a best-in-class cloud tech stack so you can focus on analysis, insights, and client value., • Remote & Sustainable: Fully remote role with no required overtime, a manageable client load, and year-round work that supports real work-life balance., • Growth Without Burnout: Opportunity to expand responsibilities, influence processes, and grow into client leadership or team oversight—without the grind of a traditional CPA firm. Job Details Job Details: Our dynamic Accounting + Finance firm is seeking a seasoned Permanent Financial Advisor to join our team. This position is ideal for a professional who possesses a deep understanding of the financial industry, with a particular focus on High Net Worth (HNW) clientele. We are looking for a candidate who is passionate about finance, dedicated to providing exceptional service, and committed to achieving financial success for our clients. With a minimum of 5+ years of experience in the financial industry, the ideal candidate will have a proven track record of managing and growing HNW portfolios. Responsibilities: • Provide comprehensive financial advice to our HNW clients, helping them make informed decisions about their financial future., • Develop, implement, and regularly review and update personalized financial plans for clients based on their financial goals and risk tolerance., • Build and maintain strong client relationships through regular contact, providing exceptional service, and demonstrating a deep understanding of their financial situation and goals., • Conduct detailed financial analysis to evaluate investment opportunities and risks, and make recommendations based on this analysis., • Stay up-to-date with industry trends, financial products, and investment strategies, and use this knowledge to advise clients and grow their portfolios., • Collaborate with other professionals, such as tax advisors and lawyers, to develop comprehensive financial strategies for clients., • Bachelor’s degree in Finance, Economics, or related field. An MBA or relevant professional certification (such as CFP, CFA, or CPA) is highly desirable., • Minimum of 5 years of experience in financial advising, with a focus on HNW clients., • Proven track record of managing and growing HNW portfolios., • Strong knowledge of financial markets, investment strategies, and financial planning., • Exceptional analytical skills, with the ability to evaluate complex financial data and make informed decisions., • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and effectively communicate complex financial information., • High level of professionalism and integrity, with the ability to maintain client confidentiality and adhere to industry regulations and standards., • Proficiency in financial planning software and other relevant technology., • Self-motivated and results-driven, with the ability to work independently and as part of a team., • Commitment to continuous learning and professional development. 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. 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You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

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

Job DescriptionCompany Description CapTech is an award-winning consulting firm that collaborates with clients to achieve what’s possible through the power of technology. At CapTech, we’re passionate about the work we do and the results we achieve for our clients. From the outset, our founders shared a collective passion to create a consultancy centered on strong relationships that would stand the test of time. Today we work alongside clients that include Fortune 100 companies, mid-sized enterprises, and government agencies, a list that spans across the country. Learn more at captechconsulting.com. Job Description Are you a leader who thrives at the intersection of complex technology delivery and strategic client partnership? CapTech is seeking a dynamic leader in Omaha to spearhead a large-scale commercial application modernization program for a key client. You will be the central pillar managing and executing our technical delivery team with the client's business vision. Your mission is to ensure the flawless execution of a mission-critical tech initiative while building deep client relationships. You are equal parts technical leader, client advisor, and business strategist. You will own the engagement's success from technical execution to client satisfaction and account growth. * Own the Delivery: Manage the end-to-end delivery of the application modernization project, steering it from legacy systems toward modern, scalable solutions. * Steer a High-Performing Team: Lead cross-functional teams of engineers, analysts, and designers, fostering a culture of innovation and excellence. * Develop and manage an integrated program plan, clearly communicating milestones, mitigating risks, and resolving critical issues before they become roadblocks. * Roll up your sleeves to contribute to analysis, process engineering, and solution design, ensuring you are always connected to the work. * Champion Technical Excellence: Leverage your experience with previous IT migrations, containerization projects, and/or modern software development lifecycle engagements to guide the team and challenge the status quo. * Become a Trusted Advisor: Act as the primary client partner, immersing yourself in their business and culture to understand their challenges and anticipate their future needs. * Ensure Exceptional Experience: Manage the overall engagement to guarantee impeccable quality, delivery, and client satisfaction that turns projects into lasting partnerships. * Own the project's financial performance, including budgeting, forecasting, and profitability. * Establish credibility and trust with key stakeholders at all levels, becoming an indispensable part of their success. Qualifications Specific qualifications for the Senior Technical Project Manager / Delivery Lead position include: * 8+ years of experience leading complex technology projects or programs, ideally in a consulting environment. * 5+ years of proven success in a client-facing account management, or client relationship role. * Direct experience leading technical teams through application modernization, cloud migration, or similar large-scale transformation efforts. * Experience in both Agile and Waterfall methodologies, and the wisdom to know when to blend them. * A strategic mindset with a demonstrated ability to assess client needs, identify gaps, and architect innovative solutions. * Exceptional executive presence and communication skills; you can command a room, negotiate effectively, and build consensus with both technical and business audiences. * Proven ability to lead diverse, multi-location teams (on-site, remote, vendor, and client) toward a common goal. * Bachelor's Degree required; PMP certification is a strong plus. Additional Information We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions. You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way. Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs. • Learning & Development – Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths, • Modern Health –A mental health and well-being platform that provides 1:1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs, • Carrot Fertility –Inclusive fertility and family-forming coverage for all paths to parenthood – including adoption, surrogacy, fertility treatments, pregnancy, and more – and opportunities for employer-sponsored funds to help pay for care, • Fringe –A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them – ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more, • Employee Resource Groups – Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations, • Philanthropic Partnerships – Opportunities to engage in partnerships and pro-bono projects that support our communities. At this time, CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship. #LI-JH1

Job Description Are you driven by purpose, energized by a close-knit team, and committed to delivering exceptional results? At Revolution Group, LLC, we’re looking for a Senior Tax Accountant ready to elevate our client experience and support a firm that’s redefining wealth management through strategy, innovation, and access to exclusive private investments. At Revolution Group, we’re intentionally different. Based in Omaha, NE, we combine sophisticated financial planning with unique private investment opportunities, from real estate to private equity, that set us apart. If you enjoy working collaboratively, value precision, and want a role that offers both flexibility and purpose, you’ll feel right at home here. Who We Are: Revolution Group, LLC isn’t just another firm; it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team. What You’ll Do: • Core Responsibilities and Standards: Uphold and embody the company’s core purpose, values, and ethical standards, with a focus on continuous improvement. Stay current on changes in tax laws, regulations, and trends in wealth management and financial planning, ensuring our approaches remain both innovative and practical., • Client Service and Wealth Management: Support the Tax Manager in building and maintaining strong, trusted relationships with high-net-worth clients, gaining a deep understanding of their financial goals and needs. Anticipate client needs and emerging tax trends to help prepare client reviews. Work closely with the wealth management team to recommend strategies for tax optimization, investment planning, retirement planning, and wealth preservation, integrating innovative ideas where appropriate., • Tax Compliance and Financial Planning: Support the preparation and review of individual and business tax returns with accuracy and compliance, ensuring they support clients’ long-term financial goals. Maintain compliance with tax laws, regulations, and firm standards., • Teamwork: Support and collaborate with the CEO/Founder, COO, and wealth management team to advance the firm’s vision, bringing both innovation and practical expertise to our efforts. What You Need: • Knowledge: Bachelor’s degree in Accounting, Finance, or a related field. Minimum five (5) years of experience in a tax-related role, such as Tax Accountant, Tax Associate, Tax Strategist, Tax Advisor, or similar role. A Certified Public Accountant (CPA) designation, CPA candidate, or Enrolled Agent (EA) is required., • Skills: Strong knowledge of federal and state tax laws and regulations. Proficiency in tax preparation software, financial planning tools, and Microsoft Excel. Excellent communication, analytical, and interpersonal skills. Ability to collaborate effectively with wealth management professionals and thrive in a dynamic, results-oriented environment. #hc219735

Job Description We're hiring for a role that rewards performanceofferingbonus opportunitiesanduncapped commissionso your earning potential grows with your success. This position is ideal for someone who enjoys working with people, solving problems, and making a meaningful impact through customer interactions. If you're looking for a role that combines career growth with financial opportunity, we'd love to hear from you. Position Summary: The primary objective of the Account Executive is to be the chief strategist and sales leader to achieve profitable revenue growth and total client satisfaction within the assigned geographic or vertical market. In addition, the Account Executive must address client concerns throughout the organization to ensure that contract obligations are fulfilled, and the relationship is preserved for years to come. Essential Duties and Responsibilities: To achieve 100%+ of monthly sales plan through profitable sale, lease, or rental of Office Technology Solutions (hardware/software), Enterprise Print Management Services, Consulting Services, Facilities Management, and Loffler's Integrated Solutions. Develop account relationships to ensure consistent growth for the individual, and the company. Qualifications/Requirements: • Minimum of three days in office, • Candidates must posses a valid driver's license, maintain an acceptable driving record, and provide proof of minimum auto insurance coverage as required by state law., • Fosters openness and trust through personal behavior; follows through on commitments., • Is self-directed, takes personal responsibility and is willing to be held accountable., • Works effectively across organizational boundaries., • Maintains the ability to "stay the course" even in the presence of adversity and opposition., • Articulates the clients' key business strategies, initiatives and associated critical success factors align those to Loffler solutions., • Demonstrates sufficient technical acumen to be credible in securing sales., • Develops strategies to elevate the Loffler relationship with clients to that of business partner or trusted advisor., • Use account information systems (CRM tools) to develop strategies for expanding the level of business in an account and/or territory. Use client financial measures, reports, and tools to identify business opportunities (web, annual reports etc.)., • Use Loffler partners, specialists, executives to penetrate accounts; networks outside of Loffler to broaden business knowledge and increase personal effectiveness., • Able to prioritize multiple opportunities and manage pipeline appropriately. Displays professionalism in documenting account engagements and client business reviews., • Apply sales skills and knowledge as they relate to the sales of technology and technical solutions in order to achieve 100% of assigned budget., • Gain additional market share and retain current customer base within the assigned territory by selling total solutions., • Adhere to business hours from 8:00am to 5:00pm which includes observation of selling hours between 9:00am to 4:00pm., • Enter into CRM tool information on qualified prospects which will be continually updated., • Effectively demonstrate the capabilities and strengths of proposed solutions and Loffler Companies as they relate to specific customer needs., • Participate in and be a contributing member of the sales team and uphold the company mission statement., • Follow departmental procedures., • Ability to work with minimal supervision., • Plans and schedules work activities to complete assignments in their order of priority and make the most effective use of time., • Contributes to a favorable working climate through a friendly manner and cooperative attitude in dealings with other employees., • Proficient PC/laptop skills. Education/Experience: • Bachelor's degree (B.A.) from a four year college or university or equivalent work experience., • Prior industry experience in similar field or job duties preferred. The posted range for this position represents a good faith estimate of the minimum and maximum starting compensation for this role.In addition to the base salary,this position offers commission and bonus opportunities, as well as a comprehensive benefits package that includes health and dental insurance, retirement plans, and paid time off. Why Work for Us? • Top Workplace, • Annual base salary ($40,000 - $55,000) + uncapped commission, • Bonus opportunities tied to performance and team goals, • Uncapped earning potentialyour income grows with your success, • Career Advancement, • Employer Paid Life Insurance and Disability, • Paid Time Off, Volunteer Time, Holidays, Bereavement, and Parental Leave, • Benefits Package including FSA, Medical, Dental, and Vision, • 401K with Employer Match, • Tuition Reimbursement

Job DescriptionCompany Description Christian Brothers Automotive Benefits: • *Up To $90K for Highly Qualified Candidates, • Closed Every Weekend To Spend Time With Family & Friends, • Earn More With Team Performance Bonuses, • Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar, • Paid Vacation & Paid Holidays, • Healthcare Benefits Available, • Matching Retirement Plans, • On-Going Training & Career Advancement, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Continuous Training Available Through The CBA Flywheel Learning System, • Employee Appreciation Events, • Chaplain Care Support Available, • Weekly Team Lunches, • Locally Owned and OperatedJob Description Job Title: Automotive Service Advisor / Writer Location: 20111 P St, Omaha, NE 68135 Job Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Your role is crucial in building lasting relationships, as you are the face they see every time they invest in their vehicle. Service Advisors guide our guests through the entire repair process, keeping them informed about the status of their vehicles and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet every guest that enters our facility with hospitality and respect, • Present the best solution to properly repair our guest vehicle in a way that is easy for them to understand, • Manage the store’s workflow in an effective and efficient manner, • Consistently and effectively sell our services without jeopardizing honesty and integrity, • Maintain a positive attitude and team atmosphere at all times, • Communicate on the phone in a clear professional manner, • Build long-term relationships between the store, yourself and our customer, • Directs, coordinates, and participates in performing customer service activities, • Shuttle guest as needed in CBA branded vehicle, • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed, • Other duties as assignedQualifications Qualifications: • Current driver’s licenses, • Driving record acceptable to our current insurance carrier, • Proficiency in Windows based computer software and automotive store applications, • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm, • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 300+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

Job DescriptionProduct Manager – Data & Analytics | $62 - $77 per hour | Contract - Remote What Matters Most: • Competitive Pay: $62 - $77 per hour, • Schedule: M-F, 8-5 Central Standard Time– Fully Remoteor flexible onsite if in the Omaha, NE area, • Play a key role in innovative, enterprise-wide initiativesJob Description: We're on the hunt for a strategic Product Manager to drive high-impact data and analytics initiatives within the financial services sector. In this role, you will leverage cutting-edge technology and AI to solve complex financial challenges. We need a confident leader who can bridge the gap between vision and execution, working seamlessly across internal departments to deliver sophisticated, data-driven solutions.Responsibilities:, • Strategic Vision & Roadmapping: Partner with data leadership to define and own the product roadmap, ensuring all Data & Analytics initiatives align with company priorities and growth objectives., • Insight-Driven Product Development: Guide the creation of data products—ranging from dashboards to predictive modeling—that transform raw data into actionable insights for advisors., • Stakeholder & Advisor Advocacy: Serve as the bridge between internal business leaders and external advisors, balancing diverse needs to maximize product adoption and impact., • Requirement Translation: Translate complex strategic questions from business leaders into clear product requirements that drive measurable behavioral changes and business outcomes., • Technical Collaboration: Partner with technology and analytics teams to optimize how data is sourced, structured, and delivered for maximum business value., • Cross-Functional Integration: Collaborate with other product leaders to develop cohesive, multi-workstream solutions and embed data-driven decision-making into daily workflows.Qualifications and Requirements:, • Experience & Industry Knowledge: 6+ years of Product Management experience, ideally within the wealth management or financial services sector., • Analytical Proficiency: Deep expertise in data visualization (Power BI) and analytics tools, with a solid grasp of advanced analytics and data structuring., • Strategic Problem Solving: Proven ability to translate complex business questions into clear, actionable product requirements that drive measurable results., • Data Storytelling: Exceptional communication skills with a mastery of visual data storytelling—transforming complex datasets into engaging narratives for executive-level decision-making., • Cross-Functional Leadership: Demonstrated success partnering with engineers, analysts, and stakeholders to deliver high-impact outcomes in a collaborative environment.Benefits and Perks:, • $62 - $77 per hour, • Medical benefits, • Long-term contract Your New Organization: Experience a dynamic environment where your expertise directly shapes the tools and platforms empowering financial professionals to achieve unprecedented independence and growth. We're building a cutting-edge ecosystem that demands innovative minds to develop, enhance, and optimize solutions. If you're passionate about leveraging technology to drive real-world impact and thrive in a collaborative, forward-thinking atmosphere, then we want you to help us build the future of finance. Your Career Partner: The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment. The hourly pay rate for this position is $62 - $77 per hour, excluding benefits, bonuses, or other compensation. Your final salary will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future salary growth.

Job DescriptionWHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for private, family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsor-backed companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We are seeking an experienced Investment Banker to serve as Managing Director - Head of Technology who resides in Chicago, Denver, New York, or Omaha to join our innovative middle market investment banking team. This role offers a unique blend of strong compensation, an entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, fostering a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in: • People who think they’re the smartest in the room or bring a big ego – leave that at the door., • Lone wolves – we value teamwork, relationships, and collaboration., • Someone looking to simply park a license – we’re building something bigger than ourselves., • Anyone resistant to growth, learning, and continuous improvement.YOU POSSESS, • Proven experience in middle-market M&A and/or capital advisory within the technology sector, with strong client relationship skills and an extensive network., • A track record of executing and leading transactions in software, SaaS, IT services, cybersecurity, fintech, or other technology verticals., • 10+ years of investment banking experience, known for work ethic, integrity, and professionalism., • Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and dynamic culture., • A Bachelor's Degree is required; an advanced degree is preferred.WHAT YOU’LL DO, • Drive business development by showcasing our full range of investment banking services., • Leverage your existing relationships in the technology ecosystem—and keep building your network—to originate and close new deal flow., • Lead transactions across various technology subsectors, from initial pitch to closing, demonstrating exceptional execution, negotiation, and closing skills., • Maintain and manage client relationships, advising on corporate finance strategies while communicating complex financial information in a clear, actionable way., • Mentor junior staff, participate in industry events for exposure, and act as a strategic advisor to clients, helping them navigate high-stakes M&A and capital-raising decisions. Ready to make an impact? Apply today. *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Job DescriptionWHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We’re seeking Managing Directors to join our innovative middle market investment banking team, offering a unique blend of great compensation, entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, with a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in people who think they're the smartest in the room or have a big ego – leave that at the door. This isn't a place for lone wolves; we value relationships, teamwork and collaboration. If you're just looking to park a license, this isn't for you. We're after folks who are excited about building something bigger than themselves, open to growth, and always striving for improvement. YOU POSSESS Proven experience in middle market M&A and/or capital advisory with strong client relationship skills and a solid network • Known for exceptional work ethic, integrity, and professionalism, with 10+ years in investment banking, • Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and diverse culture, • Bachelor's Degree required; advanced degree preferredWHAT YOU’LL DO, • Actively pursue business development opportunities, targeting $3M+ in fee generation by showcasing our full range of investment banking services, • Leverage your existing network, and keep expanding it, to drive new deal flow and start client engagements that align with our firm's strategy, • Lead transactions across various industries, from initial pitch to closing, demonstrating exceptional deal execution, negotiation, and closing skills, • Maintain and manage client relationships, staying involved and giving the right advice at key strategic points, while clearly communicating financial information to guide executives in corporate finance transactions, • Provide leadership and mentoring for junior staff, participate in industry events for firm exposure, and act as a strategic advisor to clients to help achieve their long-term goals *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Job DescriptionDescription: Position Summary: This position is responsible for providing business consulting, implementation, and support service activities focused on Microsoft ERP solutions and related third party products to Heartland’s clients, leading and managing those implementations. This requires a strong understanding of accounting, significant computer/technology understanding and diverse industry business process experience. This position is also involved in presales/sales opportunities, overall brand-building and assisting in the success of the ERP Team. Roles and Responsibilities/ Essential Functions: • Address business problems by gathering information, analyzing, prioritizing and evaluating options, and then architecting integrated use of technologies to solve those problems., • Train and support users using Microsoft ERP Solutions and related tools. This will include both remote work and traveling onsite to clients. In addition, there are situations that require the team member to be onsite before 8 a.m. or after 5 p.m. with clients, including overnight stays., • Build and maintain strong, loyal, long term client relationships, managing implementations, guiding other consultants and fulfilling the role of being a trusted business advisor., • Apply proper accounting standards in planning and design decisions made relating to setup, process design flows, transactional testing and posting methodologies., • Develop general business and industry specific knowledge of innovative and “best practices” procedures and techniques in order to assist clients in identifying and solving problems., • Lead presales discovery and presentations (demonstrations); manage preparation and presentation of proposals, • Develop the knowledge and skills required to identify client needs and related opportunities which can be addressed through services and products provided by Heartland Business Systems., • Create and maintain current vendor/industry specific certifications and stay current on new products and solutions by utilizing networks of resources., • Work in and always model a positive team atmosphere between regional and virtual practices while maintaining a professional and respectful demeanor., • Active Listening – Ability to actively attend to, convey, and understand the comments and questions of others, • Adaptability – Ability to adapt to change in the workplace - Ability to accept responsibility and account for his/her actions, • Ambition - The drive to achieve personal advancement, • Assertiveness – Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea, • Conflict Resolution – Ability to deal with others in an antagonistic situation, • Customer Oriented - Ability to take care of the customers’ needs while following company policy, • Decision Making - Ability to make critical decisions while following company procedures, • Goal Oriented - Ability to focus on a goal and obtain a pre-determined result, • Honesty / Integrity – Ability to be truthful and be seen as credible in the workplace, • Innovative – Ability to look beyond the standard solutions, • Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability, • Presentation Skills - Ability to effectively present information publicly, • 6 years of experience working with operational accounting, product distribution and fulfillment, warehouse management, manufacturing, or other related business processes, • 4 years of previous experience working with ERP manufacturing modules, • Bachelor’s degree in relevant field of study or equivalent work experience, • Advanced MS Office skills (Ex: Word templates, Excel Pivot tables, SQL queries), • Master’s Degree in relevant field of study #HBS

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Recognized as Omaha's Best Financial Planning and Investment Firm for nearly a decade, we are proud to serve over 57,000 clients across Nebraska with nearly $4 billion in assets under management. Beyond financial services, we are driven by a passion to make a difference in the fight against childhood cancer. Through partnerships with benefactors like Childrens Nebraska, Alexs Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack, we strive to support research, treatment, and awareness for this critical cause. At Northwestern Mutual Omaha, we are more than a financial partnerwe are a trusted ally committed to helping you achieve your goals, secure your future, and make a meaningful impact in the world. Our thriving office is located: 9300 Underwood Avenue, Suite 500 Omaha, NE 68114. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policy ownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jennifer Brase - Managing Partner: • How long with NM? Been with NM for 35 years., • Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM., • Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.Dan Ferguson - Managing Director:, • How long with NM? Been with NM for 20 years., • Prior Experience? Was a bartender and server before starting with NM as an intern., • Passionate About? Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.Katie Eikmeier - Chief Development Officer:, • How long with NM? Been with NM for 12 years., • Prior Experience? Worked in marketing and advertising prior., • Passionate About? Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.Nick Onken - Financial Advisor and Growth & Development Director:, • How long with NM? Started with NM 4 years ago., • Prior Experience? Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred, but not required., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Flexible work from home options available.

Job Description Are you driven by purpose, energized by a close-knit team, and committed to delivering exceptional results? At Revolution Group, LLC, we’re looking for a Tax Strategist ready to elevate our client experience and support a firm that’s redefining wealth management through strategy, innovation, and access to exclusive private investments. At Revolution Group, we’re intentionally different. Based in Omaha, NE, we combine sophisticated financial planning with unique private investment opportunities—from real estate to private equity—that set us apart. If you enjoy working collaboratively, value precision, and want a role that offers both flexibility and purpose, you’ll feel right at home here. Who We Are: Revolution Group, LLC isn’t just another firm; it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team. What You’ll Do: • Core Responsibilities and Standards: Uphold and embody the company’s core purpose, values, and ethical standards, with a focus on continuous improvement. Stay current on changes in tax laws, regulations, and trends in wealth management and financial planning, ensuring our approaches remain both innovative and practical., • Client Service and Wealth Management: Support the Tax Manager in building and maintaining strong, trusted relationships with high-net-worth clients, gaining a deep understanding of their financial goals and needs. Anticipate client needs and emerging tax trends to help prepare client reviews. Work closely with the wealth management team to recommend strategies for tax optimization, investment planning, retirement planning, and wealth preservation, integrating innovative ideas where appropriate., • Tax Compliance and Financial Planning: Support the preparation and review of individual and business tax returns with accuracy and compliance, ensuring they support clients’ long-term financial goals. Maintain compliance with tax laws, regulations, and firm standards., • Teamwork: Support and collaborate with the CEO/Founder, COO, and wealth management team to advance the firm’s vision, bringing both innovation and practical expertise to our efforts. What You Need: • Knowledge: Bachelor’s degree in Accounting, Finance, or a related field. Minimum two (2) years of experience in a tax-related role, such as Tax Accountant, Tax Associate, Tax Advisor, or similar role. A Certified Public Accountant (CPA) designation, CPA candidate, or Enrolled Agent (EA) is highly preferred., • Skills: Strong knowledge of federal and state tax laws and regulations. Proficiency in tax preparation software, financial planning tools, and Microsoft Excel. Excellent communication, analytical, and interpersonal skills. Ability to collaborate effectively with wealth management professionals and thrive in a dynamic, results-oriented environment. #hc211701

Job DescriptionAudit Manager, CPA | $90,000 - $120,000 | Onsite / Direct Hire What Matters Most • Annual salary of $90,000 - $120,000 per year depending on experience level, culture fit, • 100% onsite position, no remote, • 10% of travel possible to visit clients – must have personal reliable transportation, • Location: Council Bluffs/ Omaha Metro Area, • Direct hire opportunityJob DescriptionJoin a respected full-service accounting firm serving clients across the Council Bluffs and Omaha metro area who specializes in delivering personalized audit, tax, and advisory services with a commitment to excellence, integrity, and client success. As the Audit Manager, you will lead and manage audit engagements across a diverse client portfolio. This role involves overseeing audit teams, ensuring compliance with professional standards, and delivering high-quality results with strategic insights. Responsibilities:, • Manage and lead audit engagements for clients across various industries, • Supervise, train, and mentor audit staff, • Ensure all audit work meets professional and regulatory standards, • Review financial statements and audit documentation for accuracy and completeness, • Communicate findings and recommendations clearly to clients and firm leadership, • Build and maintain strong client relationships, serving as a trusted advisor, • Stay up to date on evolving audit standards, laws, and best practices Qualifications and Requirements:, • Active CPA license - Iowa & Nebraska, • Bachelor’s degree in accounting, Finance, or related field, • 5+ years of public accounting experience with an emphasis on audit, • Strong leadership and team management skills, • Excellent communication and client service abilities, • Proficiency with audit software and Microsoft Office Benefits and Perks (if hired permanently):, • Competitive salary based on experience, • Health, dental, and vision insurance, • Company-matched IRA, • Generous PTO and paid holidays, • Professional development and continuing education support

Job Description Our client is a forward-thinking CPA and wealth management firm that prides itself on offering a fully integrated financial experience. With a reputation for personalized service and long-term client relationships, they serve high-net-worth individuals, families, and business owners seeking proactive tax strategies and comprehensive wealth planning. Position Summary: We are seeking a Tax Manager who is not only technically sound in tax compliance and strategy, but also a people-first leader capable of driving growth across both the tax and wealth management divisions. This is an ideal role for a CPA with strong leadership capabilities, business development acumen, and a desire to work in a highly collaborative and client-focused environment. Key Responsibilities: • Oversee and review complex individual, business, trust, and estate tax returns, • Lead and mentor a team of tax professionals, fostering a culture of accountability, development, and excellence, • Collaborate closely with wealth advisors to deliver coordinated tax and financial planning strategies to clients, • Identify opportunities for process improvement and efficiencies within the tax function, • Build and deepen client relationships by serving as a trusted advisor, • Represent the firm in networking and business development activities; assist in identifying and referring clients to the wealth management division, • Active CPA license required, • 6+ years of tax experience in a public accounting firm or tax-focused environment, • Proven experience managing and developing a tax team, • Strong technical knowledge of tax law and compliance for individuals, businesses, and trusts, • Excellent interpersonal and communication skills—comfortable interfacing with high-net-worth clients, • Entrepreneurial mindset with interest or experience in growing a book of business, • Collaborative environment bridging tax and wealth management, • Strategic leadership opportunity with clear impact on firm growth, • Long-term potential for partnership or equity for the right individual

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.Remote, work from home career.Average first-year earnings of $69K c

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.Remote, work from home career.Average first-year earnings of $69K c

Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an additional $5/hr from April 9–15 for all hours worked.Fast 24 hour Certification³.As a Cus

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.Remote, work from home career.Average first-year earnings of $69K c

Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an additional $5/hr from April 9–15 for all hours worked.Fast 24 hour Certification³.As a Cus

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.Remote, work from home career.Average first-year earnings of $69K c

Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an additional $5/hr from April 9–15 for all hours worked.Fast 24 hour Certification³.As a Cus

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.Remote, work from home career.Average first-year earnings of $69K c

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.Remote, work from home career.Average first-year earnings of $69K c

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.Remote, work from home career.Average first-year earnings of $69K c

Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an additional $5/hr from April 9–15 for all hours worked.Fast 24 hour Certification³.As a Cus

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.Remote, work from home career.Average first-year earnings of $69K c

Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an additional $5/hr from April 9–15 for all hours worked.Fast 24 hour Certification³.As a Cus

Company Description At Urgent Pet Care, we know pets are family.When emergencies happen, our team is here to provide lifesaving care and compassionate support.Our Customer Service Representatives (CSRs) are the heart of that mission - the first smile, the first reassuring voice, and the steady hand

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Career path into Sales Advisor roles. Youll promote free in-home consultations or schedule tune-ups our expert sales advisors handle the rest.

Communicate financial obligations, appointment requirements, and payment methods to patients.

Administrative Assistant-Assistant Teacher.This position functions are part of the program management team.Major responsibilities include staff supervision, management of office business functions, building maintenance, ordering of supplies, maintenance of client and program files and medication iss

Serious Medicine is what we do.Being extraordinary is who we are.Every colleague plays a key role in upholding this promise to our patients and their families.First Shift (United States of America).Medical Receptionist - Full-time.Nebraska Medicine is now taking applications for a talented individua

Job Title/h2pThis position operates the transmission system to meet daily supply, transportation, and delivery requirements in a safe, efficient, and reliable manner under fluctuating conditions.Responsibilities/h3pMonitors and operates the pipeline system to meet customers gas flow requirements whi

What's next in your Survey career?.Join us and grow your career! We are always looking for experienced Survey Project Managers to join our team! This position requires strong interpersonal and communication skills as you will be interacting with internal team members and external clients.In addition

University of Nebraska at Omaha.Scaling the implementation and documentation of the Salesforce CRM.To act as a liaison between project stakeholders, Information Services (IS), end users, and external stakeholders.Business process analysis, requirements management, documenting and recommending soluti