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Job Description JOB SUMMARY Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you! For more than 40 years, Wealth Impact Advisors has served clients across Northeast Ohio with disciplined financial planning, prompt service, and investment management that stands the test of time, markets, and life stages. We're a locally rooted firm with a loyal, multi-generational client base - and we're intentional about how we grow. We're adding a Junior Associate Advisor to become a key force behind the quality, consistency, and scalability of our financial planning experience. This role is for someone who enjoys learning, takes pride in well-done work, and loves turning complex financial ideas into something clear, useful, and client ready. If being called a “financial planning nerd” feels like a compliment, you might feel right at home here. ESSENTIAL DUTIES & RESPONSIBILITIES You'll work closely, day-to-day, with two lead financial advisors, serving as the analytical and operational backbone of the clients they serve. Your mission is to master our systems, elevate our planning process, and help translate tax code and sophisticated financial strategy into elegant insights clients can actually understand and use. This is not a sales role, and you are not expected to bring in clients. What You'll Do First From day one, you'll dive into our internal ecosystem - CRM, financial planning software, tax tools, workflows, and processes - building deep fluency so you can confidently support client planning preparation, analytics, and reporting. You'll manage multiple tasks and projects at once, stay organized, and make sure the important details never fall through the cracks. How the Role Grows As your knowledge and confidence expand, you'll help design and refine planning modules so advisors can deliver them efficiently and consistently. Over time, you'll participate directly in client planning meetings and communications, develop your own client relationships, and - if it aligns with your strengths - grow into an advisor role with increasing responsibility and leadership opportunity. CORE COMPETENCIES We value strong work ethic, high character, and genuine enthusiasm for the work. You're detail-oriented but comfortable with imperfect information. You enjoy finishing projects, checking things off your to-do list, and exercising good judgment about when something is “done well.” You're self-motivated, curious, and willing to invest in your own learning. Clear writing and communication skills matter a lot. EXPERIENCE & CREDENTIALS • Prior experience is helpful but not required. Curiosity, coachability, energy, and integrity matter more. We'll teach the rest., • Candidates should have met- or be working toward - the education requirements for the CFP® designation, with passage of the CFP® exam expected within two years of hire., • Securities and insurance licensing is required within one year., • Additional financial planning or tax-focused credentials (such as EA or MTax) are encouraged, supported, and rewarded as your career develops. Physical Demands: This is largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday. Position Type and Expected Hours: Days and typical hours of work are Monday through Friday, 9:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.

Job Description WealthBridge Financial Group is seeking a results-oriented Investment Advisor Representative to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Investment Advisor Representative at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Demonstrated ability to build and maintain client relationships., • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description Job Summary Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you! For more than 40 years, Wealth Impact Advisors has served clients across Northeast Ohio with disciplined financial planning, prompt service, and investment management that stands the test of time, markets, and life stages. We’re a locally rooted firm with a loyal, multi-generational client base - and we’re intentional about how we grow. We’re adding a Financial Planning Administrator to become a key force behind the quality, consistency, and scalability of our financial planning experience. This role is for someone who enjoys learning, takes pride in well-done work, and loves turning complex financial ideas into something clear, useful, and client ready. If being called a “financial planning nerd” feels like a compliment, you might feel right at home here. Essential Duties & Responsibilities You’ll work closely, day-to-day, with two lead financial advisors, serving as the analytical and operational backbone of the clients they serve. Your mission is to master our systems, elevate our planning process, and help translate tax code and sophisticated financial strategy into elegant insights clients can actually understand and use. This is not a sales role, and you are not expected to bring in clients. What You’ll Do First From day one, you’ll dive into our internal ecosystem - CRM, financial planning software, tax tools, workflows, and processes - building deep fluency so you can confidently support client planning preparation, analytics, and reporting. You’ll manage multiple tasks and projects at once, stay organized, and make sure the important details never fall through the cracks. How The Role Grows As your knowledge and confidence expand, you’ll help design and refine planning modules so advisors can deliver them efficiently and consistently. Over time, you’ll participate directly in client planning meetings and communications, develop your own client relationships, and - if it aligns with your strengths - grow into an advisor role with increasing responsibility and leadership opportunity. CORE COMPETENCIES We value strong work ethic, high character, and genuine enthusiasm for the work. You’re detail-oriented but comfortable with imperfect information. You enjoy finishing projects, checking things off your to-do list, and exercising good judgment about when something is “done well.” You’re self-motivated, curious, and willing to invest in your own learning. Clear writing and communication skills matter a lot. Experience & Credentials • Prior experience is helpful but not required. Curiosity, coachability, energy, and integrity matter more. We’ll teach the rest., • Candidates should have met- or be working toward - the education requirements for the CFP® designation, with passage of the CFP® exam expected within two years of hire., • Securities and insurance licensing is required within one year., • Additional financial planning or tax-focused credentials (such as EA or MTax) are encouraged, supported, and rewarded as your career develops. Physical Demands: This is largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday. Position Type and Expected Hours: Days and typical hours of work are Monday through Friday, 9:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status. Company DescriptionWealth Impact Advisors is an independently-owned wealth management firm located in Fairlawn, OH dedicated to helping our clients successfully reach their financial goals and navigate financial complexities, while giving them the clarity and confidence they need to take action and make a worthwhile impact. At Wealth Impact Advisors, you’ll find passionate people from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for managing and preserving our client's wealth. They are a small, family-feel, boutique firm guided by the Golden Rule, and are looking for hard-working individuals who are dedicated to our mission and want to build something with them.Wealth Impact Advisors is an independently-owned wealth management firm located in Fairlawn, OH dedicated to helping our clients successfully reach their financial goals and navigate financial complexities, while giving them the clarity and confidence they need to take action and make a worthwhile impact. \r\n\r\nAt Wealth Impact Advisors, you’ll find passionate people from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for managing and preserving our client's wealth. They are a small, family-feel, boutique firm guided by the Golden Rule, and are looking for hard-working individuals who are dedicated to our mission and want to build something with them.

Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Summary of the position The Portfolio Strategist is a member of Sequoia’s Investment Operations Department whose primary role is to partner with advisors on business development and servicing existing clients. Business development will include developing and maintaining relationship with referral channels, investment proposals and ongoing education of Sequoia’s investment platform. The Strategist will also support advisors with ongoing management and review of complex client portfolios. Responsibilities • Assist advisors with visits to referral channels and presentations of Sequoia investment and portfolio management capabilities., • Engage and support advisors on prospective, conduct analysis of current investments and propose compelling investment solutions., • Collaborate with advisors on segment specific investment needs including investment solutions and client communication., • Proactively partner with the advisory team to define clear expectations and deliver consistent, high-quality support., • Communicate tactical allocation changes to the centralized trading team., • Prepare analysis and lead investment reviews in client meetings., • Monitor and assist with the management of complex client portfolios, including working with advisors to maintain alignment with target allocations, analyze tax-loss harvesting opportunities, conduct investment strategy transition analysis and other investment analysis functions as necessary., • Conduct ongoing reviews of client portfolios to ensure alignment with client objectives and investment policy., • Maintain compliance with all internal policies and procedures. Required Skills/Experience, • Bachelor’s degree., • Five years' experience as a Registered Investment Advisor., • Minimum three years' experience in portfolio management and/or investment research., • Minimum three years' experience working directly with clients or investors., • Professional designation or advanced degree such as CFP, CFA, CAIA., • Experienced in managing internal relationships and executing strategic initiatives with a large organization., • Advanced knowledge of financial markets including an understanding of fundamental, technical, and macroeconomic analysis., • Knowledge base of portfolio management and industry software (Morningstar Direct, Bloomberg, FactSet or equivalent).Preferred Skills/Experience, • Experience in writing investment research, updates or market commentary., • Experience in developing investment marketing campaigns., • Experience as regional investment consultant., • Experienced in developing and leading a team of investment professionals., • Experience with Charles Schwab Advisor Center, custodial platform. Competencies, • Ability to identify & prioritize critical tasks., • Strong presentation skills along with the ability to concisely articulate complex financial concepts in verbal and written form., • Works well within fast paced team environment., • Strong written and verbal communication skills., • Required travel., • Detail oriented & organized.

Job Description Position: Chief Finance and Operations Officer Position Summary: Reporting directly to the President, the Chief Finance and Operations Officer provides strategic leadership and oversight to ensure the school’s fiscal health and operational effectiveness. This role serves as a key advisor to the President on financial and strategic matters, including long-term planning, budgeting, cash flow management, investment priorities, and resource allocation. The Chief Finance and Operations Officer will oversee all business-related operations of the school, including the business office, human resources, facilities, technology, transportation, and food services. This position is responsible for developing and implementing policies and practices that ensure efficient, compliant, and mission-aligned operations. As a member of the President's cabinet and the Board of Directors' finance committee, the Chief Finance and Operations Officer collaborates across departments to advance institutional goals and sustainability. The role also actively supports and promotes the Catholic, Holy Cross mission and philosophy of the school. We are a private Catholic school rooted in the Holy Cross tradition. Our Holy Cross values are essential to our identity and philosophy of educating the hearts as well as the minds of our students. We celebrate diversity, value each person, and welcome one another with the hospitality of Christ. Our Holy Cross educators nurture student achievement and growth through collaborative planning and execution of curricula and encourage an expectation of lifelong learning. Position Responsibilities: • Manage and direct the financial affairs of the school; develop budgetary policies and practices for approval by the President and Board of Directors, and ensure their effective implementation; and establish, maintain, and monitor internal accounting control procedures., • Conduct financial modeling/analysis for long-term financial planning and for evaluating and advising on the impact of long-range plans/new programs/strategies., • Oversee the compliance of filings and public information requirements; serve as the school’s steward of 501(c)3., • Coordinate cash flow monitoring and monthly reconciliation of records with the Advancement Department for both annual and capital programs., • Collaborate with the Admissions Department and the Advancement Department on the financial assistance needs for all students., • Participate in Hoban Trust Fund Board meetings. Prepare summaries, maintain and update records of endowments in the Hoban Trust Fund, including processing deposits and withdrawals., • Manage financial accountabilities and control of the tuition assistance and scholarship programs., • Apply effective internal controls and financial due diligence to ensure accurate reporting, safeguarding of the assets, and compliance with applicable federal, state, and local laws, regulations, and contracts., • Monitor spending needs and expenditures associated with technological, facilities construction and renovations, and food service operations to ensure compliance with approved budget., • Assume final responsibility for the continuous oversight of the school’s facilities (inclusive of athletics and other properties) and operations. Along with other senior staff and personnel, creates and develops plans and organizational strategies to ensure a high-functioning facility that meets the needs of students and employees, including, but not limited to, recommending capital improvement budgets to the President and the Board of Directors., • Provide financial outlook and prospectus on long-term facilities and operational needs to assist in establishing priorities in this area., • Oversight, through subordinate staff, of the processing of financial documents, accounts payable and receivable, general ledger entries, internal allocations, payroll and benefits processing, Hoban Store operations, petty cash fund, tuition procedures, bank deposits, transfers, loans, and account management., • Ensure tax filings are prepared and filed on a timely basis., • Bachelor’s degree in business administration, accounting/finance, or related field., • Proven senior leadership experience in accounting/finance, or an equivalent field. Private, nonprofit, and/or educational institution financial management experience preferred., • Proven experience in operational and strategic planning, organizational management, budget development, expenditure monitoring, and staff management and mentorship., • Excellent proficiency and creativity in oral and written communications., • Knowledge of generally accepted accounting principles and practices, laws, and regulations governing non-profits., • Ability to assess situations to determine the importance, urgency, and risks, and make clear decisions that are timely and in the best interests of the school., • Ability to establish cooperative, tactful, effective, and harmonious working relationships with a diverse group of individuals, ranging from senior leadership, school administration, board members, faculty, staff, volunteers, and the general public. Use discretion and tact when responding to sensitive matters or situations., • Proficient in the use of computer programs for accounting, databases, and spreadsheets, including Google applications., • In support of our employees and their families, we offer a comprehensive benefits package that includes medical, dental, vision, employer-paid life insurance, employee assistance programs, generous sick, personal and vacation paid time, 401k match and additional employer contribution, fitness center, Hoban store discounts, and year-long spiritual engagement opportunities.

Your Career, Redefined Take charge of your time, maximize your income, and grow a career from the comfort of your home. If you’re seeking a remote role that offers flexibility and high earning potential, this opportunity is designed with you in mind. About Beacon National Agency Beacon National Agency is a rapidly expanding financial services firm committed to innovation, client-focused solutions, and long-term financial security. Our mission is to help individuals and families protect their future while equipping our team with the training, resources, and ongoing support needed to succeed and grow. The Role As a Sales Representative, you’ll be the trusted advisor clients count on. You’ll: • Build sincere relationships with pre-qualified clients., • Learn their financial hopes, goals, and needs., • Recommend tailored Life Insurance, IUL, and Annuity solutions., • Walk them through every step of the process., • Keep everything organized in our easy-to-use CRM. Why You'll Love It • Unlimited earning potential - you control your success., • Flexible schedule and full autonomy., • All warm leads - absolutely no cold calling., • Supportive team culture with training and mentorship., • Health and life insurance benefits exchange options available. The Ideal You You’re great with people, proactive, and thrive working independently. You care as much about helping others as achieving your own goals. This is a 1099 commission-based opportunity designed for individuals who want true independence and unlimited earning potential, all while working from the comfort of home. In this fully remote role, you’ll connect with individuals who have already expressed interest in learning more, allowing you to focus on meaningful conversations instead of cold prospecting. You’ll guide clients through valuable financial solutions such as IULs, annuities, and life insurance, helping them make informed decisions for their future. With no cap on your income, your results directly reflect your effort giving you the opportunity to earn a six-figure income in your first year by following a proven, step-by-step system. You control your schedule, work from anywhere, and build a business that fits your lifestyle, all while receiving the training and support needed to succeed. At this stage, only in-country applicants will be reviewed. If you’re ready to take charge of your future, join Beacon National Agency today.

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, est

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. Becoming a financial advisor at Northwestern Mutual is a unique opportunity t

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. Advanced knowledge of financial markets including an understanding of fundamental, technical, and macroeconomic analysis. Strong pres

As a Client Service Associate, you will play an integral role in supporting a team of Financial Advisors who help clients pursue their financial goals through comprehensive planning and personalized strategies. Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered i

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. The Tax Advisor is a senior-level individual contributor on Sequoia Financial Group's Tax Team who operates at the intersection of ha

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at 7 17 Credit Union in Akron, OH would allow you to join 7 17 Credit Union as a Financial Advisor working for TruStage and associated with LPL

Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Facilitating and managing new account openings and money movement requests by coordinating with clients, Advisors, and custodians, and partnering with Centers of Excellence to ensure accurate and timely processing., • Gathering necessary client data and processes client maintenance requests, including account updates, beneficiary changes, transfer of assets, etc., • Coordinating with clients and advisors to schedule meetings using Salesforce, Outlook, and email., • Preparing for client meetings by updating agendas and running performance reports through our portfolio management system., • Responding to Advisor and client requests within 24–48 hours, ensuring accuracy and clear communication throughout the process., • Ensuring client data is accurate and up to date in systems and at custodians., • Delivering professional, timely communication via phone, email, and in-person interactions., • Applying problem-solving skills and leveraging internal resources, custodians, and team collaboration to resolve client and Advisor needs., • Following up on and executing operational tasks by coordinating with custodians and internal teams., • Monitoring, prioritizing and resolving daily time-sensitive matters such as money movements and custodian alerts., • Understanding and utilizing Salesforce to document client information, document detailed notes and actions, complete tasks, and navigate workflows and reporting systems., • Proactively anticipating client needs and enabling Advisors to optimize their time by taking initiative on service tasks., • Thriving in a team-oriented environment where members support one another to ensure high-quality client service.Required Skills/Experience, • Minimum 3 years of experience in a client service role., • Minimum 3 years of demonstrated project management skills., • Ability to adapt and thrive in a fast-paced, process-driven environment., • Excellent verbal and written communication skills, with a professional and client-focused demeanor., • Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite.Preferred Skills/Experience, • Experience using workflow or task management systems on a daily basis., • Background in the financial services industry., • Familiarity with financial CRMs such as Salesforce and Tamarac, • Prior experience working with Schwab and Fidelity a plus., • Prior experience with DocuSign a plus., • Bachelor’s degree preferred.Competencies, • Exceptional attention to detail and strong organizational skills., • Ability to manage multiple priorities and service requests simultaneously., • Strong follow-through and a commitment to seeing tasks through to completion., • Positive, resilient attitude with a team-first mindset and willing to seek help and support others., • Strong emotional intelligence and professionalism in all interactions., • Displaying a proactive mindset and work ethic

Job Description Sequoia Sentinel, the Family Office division of Sequoia Financial Group, is excited to announce exceptional career opportunities for Financial Advisors and Asset Management professionals to join our team. Specializing in serving ultra-high-net-worth families with $25M+ in assets, Sequoia Sentinel offers a boutique, multi-generational wealth management experience, providing a highly personalized approach to wealth preservation, growth, and legacy planning. As part of our growing team, you will have the opportunity to work with some of the most successful and sophisticated families in the world, delivering comprehensive financial solutions that address complex needs across investments, estate planning, tax strategies, and more. Our team is dedicated to offering a holistic service experience, combining deep experience with a client-first approach that fosters long-term relationships and trust. Our advisors understand their clients’ evolving needs, helping them to safeguard their legacy beyond finances. We are looking for passionate, client-focused professionals who are eager to take on the unique challenges and rewards of serving high-net-worth and ultra-high-net-worth families. With offices across the United States, no matter where you are based, joining Sequoia Sentinel means becoming part of a collaborative, high-caliber team committed to excellence and making a meaningful impact on the financial futures of families for generations to come. Summary of the position We are seeking an experienced, client-focused professional to join Sequoia Financial Group’s dedicated service team for high-net-worth and ultra-high-net-worth families, family offices, and complex multi-entity relationships. As a Sentinel Client Service Associate, you will serve as a primary service point of contact for clients and their representatives — including family office staff, attorneys, CPAs, and trustees — while partnering closely with Financial Advisors and internal teams to deliver seamless, high-touch service across complex financial structures. This role will involve complex entity structures, alternative investment operations, and the elevated service expectations of sophisticated wealth management relationships. ResponsibilitiesClient & Advisor Service • Serve as a dedicated service contact for high-net-worth clients, family members, family office personnel, and authorized representatives across multigenerational relationships., • Manage day-to-day service requests from clients and advisor teams with a high degree of accuracy, urgency, and professionalism, • Anticipate service needs across complex household relationships, proactively coordinating with advisors and internal teams to stay ahead of client expectations., • Facilitate client and advisor meetings through scheduling, agenda preparation, and performance report coordination using Salesforce and Outlook., • Deliver clear, polished communication via phone, email, and in-person interactions with clients, family office contacts, and external professionals.Entity & Account Administration, • Partner with our new accounts team to open and maintain accounts across complex entity structures, including revocable and irrevocable trusts, limited liability companies, family limited partnerships, operating businesses, foundations, donor-advised funds, and charitable remainder trusts., • Process account maintenance requests — including beneficiary changes, transfer of assets, titled owner updates, and authorized contact modifications — with accuracy across custodian platforms., • Coordinate with custodians (Schwab, Fidelity) and internal teams to ensure entity documentation, titling, and account structures remain current and compliant., • Maintain accurate, complete client data across Salesforce and custodian & reporting systems, including entity relationships, contact hierarchies, and authorized parties.Alternative Investment Operations, • Manage capital call and subscription workflows: review and complete capital call documents, confirm fund availability in the appropriate accounts, and coordinate funding by required due dates., • Monitor upcoming capital call deadlines across client portfolios and proactively coordinate with advisors and clients to ensure timely execution., • Pull and upload alternative investment tax documents (K-1s and related schedules) for clients and their representatives in coordination with advisor teams., • Maintain organized records of alternative investment activity, capital call history, and document delivery within Salesforce.Money Movement & Operational Execution, • Coordinate and facilitate money movement requests — including wires, ACH transfers, journal entries, and distributions — in partnership with the centralized Money Movement team and custodians., • Monitor time-sensitive operational matters including pending transactions, custodian alerts, and funding deadlines; escalate and resolve proactively., • Follow established workflows and internal controls for money movement, applying heightened verification standards appropriate for complex, high-value relationships.Salesforce & Workflow Management, • Manage and resolve cases in Salesforce queues, maintaining accurate status, detailed notes, and complete audit trails throughout the lifecycle of each request., • Utilize Salesforce workflows and reporting tools to prioritize workload, track SLA adherence, and surface time-sensitive items., • Maintain data integrity across client records, entity relationships, contact structures, and document repositories within Salesforce.Required Skills/Experience, • Minimum 2-3 years of experience in a client service role within wealth management or financial services., • Demonstrated experience servicing high-net-worth clients, multi-entity households, or family office relationships., • Working knowledge of complex entity structures, including trusts, LLCs, partnerships, and charitable entities., • Experience with alternative investment operations, including capital calls, subscription documents, and related tax document workflows., • Proficiency in Salesforce or comparable CRM/workflow platform used in a daily production environment., • Excellent written and verbal communication skills, including the ability to communicate professionally with attorneys, CPAs, trustees, and family office staff., • Strong organizational skills with the ability to manage multiple high-priority service requests simultaneously without loss of accuracy or follow-through., • Proficiency in Microsoft Office Suite (Outlook, Word, Excel).Preferred Skills/Experience, • Experience with custodian platforms, specifically Schwab and/or Fidelity., • Experience working directly with family offices or multigenerational family wealth relationships., • Familiarity with portfolio management/reporting platform., • Experience with DocuSign for document preparation and client execution workflows., • Exposure to charitable structures including private foundations, DAFs, and CRTs., • Bachelor’s degree preferred; relevant industry designations (CSSC, FPQP, or equivalent) a plus.Competencies, • High degree of accuracy and attention to detail across complex, multi-step workflows with significant financial consequences., • Exceptional follow-through — owns service requests from initiation to resolution without requiring prompting., • Professional composure and sound judgment when navigating sensitive client situations, family dynamics, or competing stakeholder interests., • Ability to prioritize independently in a fast-paced environment where urgency levels vary and multiple deadlines are active simultaneously., • Strong emotional intelligence and adaptability when working with sophisticated clients, family members with varying levels of financial fluency, and institutional contacts., • Team-oriented with a willingness to support colleagues and escalate appropriately; contributes to a culture of shared accountability., • Proactive mindset — identifies potential service issues or operational gaps before they become problems and takes initiative to address them.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Job DescriptionAre you a Senior Project Manager in the Architecture, Engineering, and Construction field seeking purpose, challenge, and talented colleagues? With a diverse portfolio of residential, energy, commercial, light industrial and public programs, CESO has the opportunity for you to develop your career. We develop leaders and empower our associates to use their skills and talents to positively impact the world through service – to our coworkers, clients, and communities. We subscribe to the mission of “finding purpose through serving others,” so if this speaks to you, let’s connect! At CESO, a Senior (Sr) Project Manager is to plan, execute, and deliver projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. A Sr Project Manager will also define the project’s objectives, oversee quality control and be responsible for invoicing and managing of accounts receivable. In aggregate, a Sr Project Manager will be responsible for a significant volume of work and revenue. The Sr Project Manager will represent CESO in all project related communications with clients from initial effort throughout entire course of agreement activity, and in post agreement marketing activities on a regular basis. Responsible for mentoring personnel, including project managers and possible design team members.Primary Responsibilities • Prepare proposals to provide professional services for individual projects or programs including scope, schedule, fee budget, as well as fee negotiations, change order preparation, monthly billing and coordinate other contract negotiations with senior leadership., • Accountable for the team’s quality of work, productivity, and actions., • Oversees and delivers complex, high-value A&E projects with significant strategic or operational impact., • Maintains executive-level client relationships; acts as a trusted advisor for key accounts and long-term programs., • Leads all phases of project development, ensuring design excellence, quality control, and technical accuracy., • Drives financial performance, including profit and loss accountability for assigned projects or portfolios., • Responsible for billing, invoicing the project, and tracking/managing a client’s accounts receivable in collaboration with the accounting department to ensure payment by contract terms., • Supervising direct reports is a key responsibility of this job., • Manages multiple teams and subconsultants across disciplines and geographic locations., • Provides leadership and mentorship to project managers and assistant project managers., • Leads contract negotiation, fee development, and project scoping in alignment with business goals and client expectations., • Partners with market leader and business development leaders to pursue new work and grow strategic accounts., • Establishes project goals, performance metrics, and risk management protocols in collaboration with senior leadership., • Advances internal project delivery standards, tools, and training initiatives across the firm., • Perform other duties as assigned.Position Requirements, • Bachelor's degree in architecture, civil engineering or related field, with a minimum of 10 years of experience directly managing projects in a design and construction related field is preferred; Or 15 years related experience and/or training is required., • Professional Licensure (RA, PE, PS, RLA) is preferred., • PMP certification is preferred., • Computer skills necessary to enter daily timesheet data and use Microsoft Outlook for email correspondence., • Proficient knowledge of Microsoft Suite products, Deltek, and Newforma.Benefits and Perks, • Flexible and Hybrid Work Schedule, • Paid Time Off – Credited to You 100% Upfront, • 401K with a Company Match, • Rewards and Recognition Program, • Training and Development to Foster Professional Growth, • Paid Holidays, • Medical / Dental / Vision Coverage, • Welcome Box, • Casual Dress Code, • Reimbursement for Professional Licenses, • Paid Time Off for Community Team Service Events, • Voluntary or Supplemental Short-Term / Long-Term Disability, • Employee Assistance Program, • Company Paid Bonding and Recovery

The Financial Aid Advisor will provide guidance on budget management, loan repayment options, and other financial aid related matters. The Financial Aid Advisor will provide information and support to students, families, and school personnel regarding the financial aid process. All Financial Aid Adv

Take the lead as an Employer Retirement Plans Financial Advisor and make a meaningful impact by guiding organizations and employees toward financial confidence. We are an established growing financial services and wealth management organization dedicated to helping businesses and individuals achieve

The Financial Aid Advisor (FAA) performs administrative work directly related to the administration of financial aid programs. Interview all students requiring financial aid assistance, prepare financial aid packages, including refinancing. Perform financial aid orientations and student financial co

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Are you a Project Manager in the Architecture, Engineering, and Construction field seeking purpose, challenge, and talented colleagues? With a diverse portfolio of residential, energy, commercial, light industrial and public programs, CESO has the opportunity for you to develop your career.We develo

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.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

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.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

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.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

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.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions to merchants.Slice has put together a comprehensive package of products and services.Slice delivers a

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.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

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.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists