Offres financial advisor à Charleston, South CarolinaCréer des alertes d'emploi

Job DescriptionBenefits: • Licensing paid by agency, • $0 Copay Virtual Doctor Visits, • Employer-Paid Life Insurance, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development, • 401(k) matching Join Our Growing Insurance Team! Are you an experienced Account Manager or Insurance Professional looking to advance your career in the insurance industry? At Mike Stuckey State Farm, were dedicated to providing exceptional insurance solutions and unmatched customer service. Were expanding rapidly and looking for driven, customer-centric Account Managers to join our dynamic team. Why Work With Us? • Competitive base salary plus lucrative commission and performance bonuses, • Benefits including: $0 Co-pay Virtual Doctor Visits, 401(k) and Roth 401(k) with company match, • Flexible Scheduling, Vacation, and Paid Time Off, • Ongoing professional development, licensing support, and career advancement opportunities, • Supportive, team-oriented culture with cutting-edge technology and resources, • Opportunity to make a tangible difference helping clients protect their homes, vehicles, businesses, and morePosition Overview: As an Account Manager, you will be the trusted advisor to our existing clients, helping them navigate their insurance needs and ensuring they have the best protection possible. You will proactively identify opportunities to cross-sell and upsell additional insurance productssuch as auto, home, renters, commercial, liability, umbrella policies, life insurance, and supplemental healthto provide comprehensive coverage and enhance customer satisfaction. Key Responsibilities: • Manage and nurture a portfolio of clients, providing exceptional service and timely policy support, • Conduct in-depth policy reviews to identify coverage gaps and recommend appropriate insurance products, • Cross-sell and upsell personal and commercial insurance products to maximize client protection and agency revenue, • Collaborate with insurance carriers and underwriters to negotiate competitive rates and coverage terms, • Maintain up-to-date knowledge of insurance products, industry regulations, and market trends, • Utilize CRM and insurance management software to track client interactions and policy details, • Meet or exceed sales targets and contribute to agency growth goalsWhat Were Looking For:, • Proven experience in commission or outbound sales, account management, or customer service, • Licensed or willing to obtain both Property & Casualty and Life & Health Insurance License (State-specific licensing a plus), • Strong communication, interpersonal, and relationship-building skills, • Goal-oriented mindset with ability to identify customer needs and deliver tailored insurance solutions, • Proficient in insurance software platforms, CRM systems, and Microsoft Office Suite, • Detail-oriented, organized, and able to manage multiple client accounts efficiently, • Self-motivated, proactive, and committed to providing excellent customer service, • Bilingual in Spanish a plus How to Apply: Ready to take your insurance career to the next level and join a forward-thinking agency? Submit your resume and cover letter. We look forward to helping you grow and succeed! Stuckey Insurance and Financial Services, Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. Essential Job Functions for this role include: Client Experience Oversight • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards., • Manage service workflows and client touchpoints to ensure timely and accurate execution., • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery., • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented., • Other duties as assigned. Advisor Partnership & Practice Management • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning., • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols., • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends., • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement., • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients., • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. Knowledge, Skills, and Abilities: • Strong understanding of wealth management processes and service models., • Proven ability to manage complex client relationships and resolve issues effectively., • Leadership and mentoring experience within a team environment., • Excellent communication, organizational, and problem-solving skills., • Proficiency in CRM systems and workflow management tools., • Strategic thinker and strong ability to influence and collaborate across teams. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $63,750—$75,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Company Overview: At Executive Financial Partners, we're proud to provide supplemental health insurance solutions that protect hardworking families, individuals, and small businesses when life takes an unexpected turn. Our mission is simple: to serve with integrity, deliver results, and stand by the people and communities we represent. We believe in discipline, hard work, and doing what matters most. As we continue to grow into new markets, we're searching for motivated professionals who take pride in their work, embrace challenges, and are ready to build something that lastsfor themselves and for the people they serve. Position Description: We'll give you the tools, training, and mentorship you need to succeed, no matter your background. From day one, you'll learn directly from seasoned professionals and gain real-world experience that sets you apart. Sales experience is not requiredwhat matters most is your ambition, resilience, and commitment to doing the job right. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Newcomb & Boyd, a multi-discipline engineering firm is seeking to a hire a Senior Electrical Engineer. We are looking to hire this candidate in one of our four offices: Atlanta, Georgia, Jacksonville, Florida, Raleigh, North Carolina or Charleston, South Carolina. What makes working at Newcomb & Boyd so rewarding: You’ll design high-impact projects that shape the future of sustainable, intelligent design. From groundbreaking research labs to innovative learning environments, you will help create facilities for the world’s top healthcare systems, leading universities, and Fortune 500 companies. As a firm that has been in business for over 100 years, you will have ample opportunities for professional growth and the ability to collaborate with an interdisciplinary team of experts. The Senior Electrical Engineer oversees the design, analysis, and implementation of electrical systems for a variety of projects, ensuring compliance with industry standards and client requirements. This role provides advanced technical leadership, mentors engineering staff, and serves as a senior technical resource within their discipline. The Senior Engineer leads discipline work on medium to large projects and could possibly serve as a project manager on some projects. Responsibilities • Lead discipline design for medium and large projects, with limited Revit use., • Delegate moderate to complex tasks and provide technical oversight., • Review and approve complex designs, calculations, and simulations., • Review high-level product submittals and shop drawings., • Provide detailed responses to complex RFIs., • Conduct targeted site visits to resolve critical field issues., • Prepare technical reports and documentation., • Participate in project meetings as a senior technical advisor., • Ensure project delivery meets schedule, quality, and budget targets., • Develop project workplans and adjust as needed for scope changes., • Mentor engineers at all levels on technical best practices., • Provides team leadership support Qualifications Education & Licensure • Bachelor’s degree in Electrical Engineering., • PE licensure required. Experience • 9+ years of progressive experience in the AEC industry, preferably with a healthcare focus. Technical Skills • Expertise in multiple engineering software platforms., • Advanced knowledge of industry codes, standards, and QA/QC procedures. Leadership & Management Skills • Proven leadership in guiding multidisciplinary teams., • Skilled in staff development, training, and mentorship. Communication & Business Skills • Excellent client-facing and presentation skills., • Skilled in technical writing and proposal contributions. Supervisory Responsibility Acts as a technical advisor and mentor to all electrical engineers assigned to the team. May seal and sign project documents where licensed. Responsible for training, education, and quality oversight of discipline deliverables. Work Environment Hybrid primarily office-based with periodic site visits for field troubleshooting; adherence to safety protocols required. Physical Demands Ability to sit/stand for extended periods, use office equipment, and occasionally lift/move up to 25 lbs. Site visits may require climbing ladders, navigating uneven terrain, and exposure to outdoor conditions. Be a Part of Our Team Newcomb & Boyd caters to the needs of clients and owners through the integration of services including MEP, commissioning, intelligent building systems, acoustics, audio-visual, communications, building automation, theatre systems, security, and lighting design. Our portfolio comprises work across many market sectors, including aviation, civic & cultural, corporate, government, health care, academic, science & technology, and sports. We offer a hybrid work schedule, 401(k) plan with company match, employee and family social events, health and fitness programs, and many additional benefits. We believe our purpose is to provide engineering solutions to shape the world. Come shape the world with us. Newcomb & Boyd is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. Newcomb & Boyd is an affirmative action employer and ensures that all applicants and employees are treated fairly in all areas of employment including recruitment, hiring, promotion, retention and compensation. Company DescriptionNewcomb & Boyd is a market leader in providing clients with intuitive, intentional engineering solutions. We meet their practical, environmental, and financial objectives so that their people draw inspiration from their surroundings while making the world a better place. We embody a 100-year tradition of innovation. It’s a tradition as real as the skylines our work has created, breathed new life into – and defined. It continues today, thanks to our team’s unrelenting commitment to service and tireless search for a better way. The people of Newcomb & Boyd today stand on the shoulders of giants. And we advance their legacy by building the hospitals, office towers, universities, technology centers, arenas, and theaters where our neighbors work, create, study, perform, and dream. At the dawn of our second century, we face accelerated changes, challenges, and opportunities. As an organization that cares deeply about a future where everyone flourishes, we are committed to making contributions in the areas of decarbonization, deep green sustainability, building intelligence, health and wellness, and resiliency. Each change will test us. We’ll collaborate with you to address each one with passion, innovation, and resolve.Newcomb & Boyd is a market leader in providing clients with intuitive, intentional engineering solutions. We meet their practical, environmental, and financial objectives so that their people draw inspiration from their surroundings while making the world a better place.\r\n\r\nWe embody a 100-year tradition of innovation. It’s a tradition as real as the skylines our work has created, breathed new life into – and defined. It continues today, thanks to our team’s unrelenting commitment to service and tireless search for a better way.\r\n\r\nThe people of Newcomb & Boyd today stand on the shoulders of giants. And we advance their legacy by building the hospitals, office towers, universities, technology centers, arenas, and theaters where our neighbors work, create, study, perform, and dream.\r\n\r\nAt the dawn of our second century, we face accelerated changes, challenges, and opportunities. As an organization that cares deeply about a future where everyone flourishes, we are committed to making contributions in the areas of decarbonization, deep green sustainability, building intelligence, health and wellness, and resiliency.\r\n\r\nEach change will test us. We’ll collaborate with you to address each one with passion, innovation, and resolve.

Job DescriptionJob Description Timmons Group is seeking a Land Development Practice Leader to lead, grow, and shape our Land Development presence in the Charleston, SC market. This is a senior leadership opportunity for an entrepreneurial engineer who wants to build an office, develop talent, and drive business growth, while remaining connected to technical excellence and client delivery. This role is ideal for a proven seller–doer and people leader who is energized by building relationships, winning work, and creating a high-performing engineering team. You will have meaningful influence over strategy, staffing, culture, and client engagement while partnering with firm leadership to expand our footprint in a competitive and dynamic market. As the Land Development Practice Leader, you will serve as both a business leader and technical authority, with responsibility for growing the practice and mentoring the next generation of engineers. Essential Duties and Responsibilities of a successful candidate include but are not limited to: Practice & Business Leadership • Lead the growth and strategic direction of the Land Development practice in the Charleston, SC office, • Develop and expand client relationships; serve as a trusted advisor to public and private sector clients, • Drive business development efforts, including market positioning, pursuit strategy, and proposal leadership, • Maintain ownership of project financial performance, including scope, schedule, staffing, and profitability, • Collaborate with firm leadership to identify growth opportunities and support long-term office expansion Team & Culture Building • Recruit, mentor, and develop a high-performing team of engineers and designers, • Provide coaching and technical oversight while fostering a collaborative, accountable, and inclusive culture, • Set clear expectations and support career development for staff at multiple experience levels Technical & Project Leadership • Provide technical guidance and quality oversight on land development projects, • support design efforts using Civil 3D and related modeling tools as needed, • Ensure projects comply with state and local jurisdictional requirements, • Oversee preparation of plans, specifications, reports, and cost estimates, • Maintain strong coordination between clients, internal teams, and external stakeholders Skills/Requirements of a successful candidate include but are not limited to: • Bachelor’s or Master’s degree in Civil Engineering (or related discipline), • Professional Engineer (P.E.) or similar licensure preferred, • 15+ years of experience in civil engineering with a strong background in public or private land development, • Demonstrated success in business development, client management, and team leadership, • Strong understanding of project accounting, budgeting, and multi-project resource management, • Experience supervising and mentoring technical staff, • Working knowledge of standard engineering and office software, • A leadership mindset marked by professionalism, accountability, and collaboration Why This Role? This is more than a project management position—it’s an opportunity to lead an engineering practice, influence office growth, and leave a lasting mark on a major market. You’ll have the support of a well-established firm while retaining the autonomy to build, innovate, and lead. Additional Information The requirements listed are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. We are looking for high energy, creative, flexible, patient, self-starters who are willing to work at a dynamic pace. Candidates must share a commitment to our company’s Vision, Mission and Shared Values. Timmons Group is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or protected Veteran status. Timmons Group is a full-service engineering and technology firm recognized nationally as a “Best Firm to Work For” by CE News. With 21 offices throughout the Mid-Atlantic and Southeast, we provide civil engineering, environmental, economic development, GIS/geospatial technology, landscape architecture, and surveying services to a diverse client base. As one of Engineering News Record’s (ENR) Top 500 Design Firms for over 30 years, we are dedicated to being an employer of choice and providing our people with the best resources, technology, and culture to help them thrive in an engaging career development setting. For more information, visit www.timmons.com. #LI-CC1

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. The Account Executive role is responsible for navigating a primarily greenfield geographic territory, top of funnel activity & prospecting while effectively managing a complex sales cycle (approximately 6-12 months) to a successful close. To be successful in this role, you need: • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems, • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value, • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals, • Actively seeking to understand industry trends to help position against competitors Basic qualifications: • 7+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies at the enterprise level to the US Air Force or Space Force., • History of consistent quota achievement, • Examples of landing new customer logos, • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory, • Bachelors Degree in a relevant field #LI-MB1 The base salary range per provided represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. Base Salary Range$125,000—$225,000 USD Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities., • Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company. Benefits Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides AI automation for mission-critical work. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for more than 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn, Youtube, Instagram, Facebook Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at ReasonableAccommodations@appian.com. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job DescriptionBenefits: • Licensing paid by agency, • Employer-Paid Life Insurance, • $0 Copay Virtual Doctor Visits, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development, • 401(k) matching Join Our Growing Insurance Team! Are you an experienced Account Manager or Insurance Professional looking to advance your career in the insurance industry? At Mike Stuckey State Farm, were dedicated to providing exceptional insurance solutions and unmatched customer service. Were expanding rapidly and looking for driven, customer-centric Account Managers to join our dynamic team. Why Work With Us? • Competitive base salary plus lucrative commission and performance bonuses, • Benefits including: $0 Co-pay Virtual Doctor Visits, 401(k) and Roth 401(k) with company match, • Flexible Scheduling, Vacation, and Paid Time Off, • Ongoing professional development, licensing support, and career advancement opportunities, • Supportive, team-oriented culture with cutting-edge technology and resources, • Opportunity to make a tangible difference helping clients protect their homes, vehicles, businesses, and morePosition Overview: As an Account Manager, you will be the trusted advisor to our existing clients, helping them navigate their insurance needs and ensuring they have the best protection possible. You will proactively identify opportunities to cross-sell and upsell additional insurance productssuch as auto, home, renters, commercial, liability, umbrella policies, life insurance, and supplemental healthto provide comprehensive coverage and enhance customer satisfaction. Key Responsibilities: • Manage and nurture a portfolio of clients, providing exceptional service and timely policy support, • Conduct in-depth policy reviews to identify coverage gaps and recommend appropriate insurance products, • Cross-sell and upsell personal and commercial insurance products to maximize client protection and agency revenue, • Collaborate with insurance carriers and underwriters to negotiate competitive rates and coverage terms, • Maintain up-to-date knowledge of insurance products, industry regulations, and market trends, • Utilize CRM and insurance management software to track client interactions and policy details, • Meet or exceed sales targets and contribute to agency growth goalsWhat Were Looking For:, • Proven experience in commission or outbound sales, account management, or customer service, • Licensed or willing to obtain both Property & Casualty and Life & Health Insurance License (State-specific licensing a plus), • Strong communication, interpersonal, and relationship-building skills, • Goal-oriented mindset with ability to identify customer needs and deliver tailored insurance solutions, • Proficient in insurance software platforms, CRM systems, and Microsoft Office Suite, • Detail-oriented, organized, and able to manage multiple client accounts efficiently, • Self-motivated, proactive, and committed to providing excellent customer service, • Bilingual in Spanish a plusHow to Apply: Ready to take your insurance career to the next level and join a forward-thinking agency? Submit your resume and cover letter. We look forward to helping you grow and succeed! Stuckey Insurance and Financial Services, Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace.

Job Description Sands Investment Group (SIG) is hiring a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business This is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow. Top performers are earning 300K-1M+ annually. Why Join SIG? -National Platform with $10.1 billion in closed transactions -Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers -One-on-one mentorship with Managing Directors and senior producers -Access to $1.5 billion in inventory What You'll Do -Drive lead generation and nurture relationships with investors and property owners -Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings -Collaborate with your team and marketing staff to bring deals to market -Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities -Own key accounts and client relationships within your product specialization Who Are You -5+ Years in commercial real estate, or investment sales -Proven closer or producer looking for a stronger platform -Licensed Real Estate Agent or actively pursuing licensing -Comfortable with CRM systems, data tools, and financial analysis -A culture fit: Collaborative, Coachable, Communicative, and Consistent Compensation -100% commission-based role, no cap on earnings -Senior Advisors earn 150K-300K with top performers exceeding 500K+ -Includes access to SIG's national inventory, CRM, marketing systems, and training Office Location Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia

This job posting is anticipated to remain open for 30 days, from 01-Jul-2026. The posting may close early due to the volume of applicants.Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our _. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • You’ll often work independently but will have a team of thousands backing you every step of the wayCan you see yourself…, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Team Collaboration Role Requirements • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: _ Check out our Canadian awards and accolades: _Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.You can also expect… • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone’s different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being, • Full-time Associates receive the following benefits:, • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our _.You'll be competitively compensated…, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Job Description About MOREgroup MOREgroup is a family of architecture, design, and engineering brands that collaborate with passion and purpose to serve communities across the nation. We are proud to focus on spaces that make a profound contribution to a strong social infrastructure where generations thrive. Our practices work with healthcare, education, and civic architecture clients to create environments that inspire. Together, we are more. Some of the things you can expect working at MOREgroup… • Contributing to a passionate, entrepreneurial team within a growing company., • Values that emphasize integrity, excellence, service and a platform for connection and collaboration., • MORE opportunities and MORE resources to impact the communities we collectively serve. Position Summary MOREgroup is seeking a dynamic Principal to join their team. This is a unique opportunity to expand our k-12 Education practice across our Carolina markets and help shape the future of a growing, forward-thinking organization. ? This role will be pivotal in providing leadership to the Southeast region, driving business growth, serving as a trusted client advisor, and establishing MOREgroup as an industry leader within the market. ?If you are energized by working on meaningful projects that serve our communities, alongside an industry-leading team – this is the opportunity for you. Responsibilities Project Practice Leadership • Provide design and technical leadership to deliver innovative, high-quality architectural solutions.?, • Lead multidisciplinary teams to ensure projects are on schedule, on budget, and meet firm standards.?, • Oversee project delivery from design through construction administration.?, • Mentor staff and foster a collaborative, high-performance environment., • Guide clients through long-term planning and maintain strong, trusted relationships.?, • Support financial health through budgeting, planning, and project performance monitoring. Business Development & Strategy • Build and sustain strong client relationships to drive repeat and new business, including conducting regular executive touchpoints and attending board meetings with key districts. ?, • Lead RFQs, RFPs, interviews, and direct award proposals.?, • Collaborate with marketing and strategy teams on proposals, narratives, and subconsultant coordination.?, • Track business development metrics and represent the firm externally., • Support long-term business planning, profitability, and culture.? Qualifications & Skills • Professional degree from an accredited Architectural program and South Carolina licensed is required., • 15+ years of experience in architecture, with at least 10+ years in K-12 experience., • Prior experience working with the Office of School Facilities (OSF)., • Strategic mindset and executive-level client engagement with ability to execute and drive., • Technical depth with robust background in K-12 planning and design., • Strong business acumen with collaborative leadership style., • Excellent verbal and written communication skills, public speaking skills, and interpersonal abilities. Location • Remote position based out of Pickens County, SC. Open to Greenville, SC., • Travel to clients within the Carlonia market is required, as needed. Benefits This role offers competitive compensation and is eligible for participation in our comprehensive benefits programs including: • Medical, dental, life, and vision insurance, • 401(k) plan with employer match, • Paid time off and paid holidays, • Training and professional development opportunities, • Long-term and short-term disability, • Paid parental leave

Job Description Do you like working with different project teams in a fast-paced environment? Are you interested in joining an organization focused on making a positive impact? If so, we'd like to talk with you about growing with us. Build your future at EnSafe. At EnSafe, you'll tackle some of the most complex environmental, engineering, and compliance challenges facing today's built and natural environments. Our work helps clients manage risk, protect people and communities, and move projects forward safely and responsibly. In the process, you'll collaborate with highly skilled colleagues who value technical excellence, mentorship, and long-term client partnerships. As an employee-owned firm, EnSafe offers a place where experienced professionals can shape strategy, grow teams, and make a lasting impact—while continuing to develop their own careers. The Opportunity EnSafe is seeking a Client Director of Environmental Services to join our growing environmental consulting practice. This role is designed for a senior-level professional who combines deep technical expertise with strong private-sector client leadership and business development capability, particularly with industrial, commercial, and corporate clients. You will partner with multidisciplinary teams, lead complex projects, and play a key role in expanding EnSafe's presence across priority markets and service lines. This is a full-time position that may be based in any existing EnSafe office location, driving growth across EnSafe's full suite of environmental, engineering, and compliance services for private-sector clients. Additionally, for the right candidate with established private-sector client relationships and the ability to attract and develop staff, this role offers the opportunity to help launch and grow a new EnSafe office location. Key Responsibilities In this role, you will: • Serve as a senior leader driving profitable growth within EnSafe's private-sector environmental consulting practice., • Develop new client relationships while strengthening long-standing partnerships with industrial, commercial, and corporate clients., • Personally engage in the pursuit and delivery of strategic consulting work for private-sector organizations., • Lead client relationships as Client and Project Manager or primary client contact for key private-client engagements., • Direct and oversee the successful execution of projects, ensuring technical quality, safety, schedule, and financial performance., • Apply advanced technical expertise to support client decision-making and project outcomes., • Navigate local, state, and federal regulatory frameworks as they relate to private-sector compliance and permitting., • Mentor and develop staff through coaching, technical guidance, and a collaborative, "learn-by-doing" culture., • Collaborate closely with Principals, Practice Leaders, and Operations leaders across EnSafe. Qualifications Minimum Requirements: • Bachelor's degree in environmental science, geology, engineering (civil, chemical, mechanical, or related discipline), or a closely related field., • Professional licensure (PE, PG, or equivalent), as applicable., • 15+ years of progressive experience in environmental consulting or a related professional services environment., • Demonstrated success in client development, including repeat business and trusted advisor relationships, primarily with private-sector clients., • Proven track record of winning, leading, and delivering large, complex, or strategic projects for industrial, commercial, or corporate clients., • Strong understanding of environmental regulations impacting private-sector operations., • Excellent communication, leadership, and strategic thinking skills. Why Join EnSafe? • Employee-Owned Advantage EnSafe is 100% employee-owned, with an ESOP (Employee Stock Ownership Plan) since 1997. That means when EnSafe succeeds, you succeed too, turning company growth directly into shared rewards. • Commitment to Growth and Wellness The company supports personalized career development, mentorship, and employee wellness initiatives such as health tracking tools. • Purpose‑Driven Work EnSafe's mission focuses on impactful environmental, health, and safety consulting—making a real difference in communities and is backed by its long-standing technical credibility. • Safety as a Value, Not Just a Service Safety is deeply embedded in our culture, prioritizing employee well-being in addition to helping clients maintain compliance. We stress that "safety is part of everything we do." • A Culture of Freedom & Ownership At EnSafe, our career philosophy is built on freedom. The freedom to take initiative, achieve your goals, and shape your own career path Employees are encouraged to pursue growth in a flexible, entrepreneurial environment. • Challenging, Creative Work Workdays at EnSafe are anything but ordinary, fast-paced, dynamic, and filled with opportunities to tackle projects in environmental consulting, health & safety, engineering, and technology. Every day calls for creativity, innovation, and agile problem-solving. #LI-CA1 Actual compensation for this U.S.-based remote position will be based upon a variety of factors such as geographic location, education, related work experience, certificates, skills, and current market conditions. U.S. - Remote Salary Range$120,000—$220,000 USD About EnSafe EnSafe began as a two-person firm in 1980, navigating complex regulatory compliance issues on behalf of our clients. We nurture our people with growth and development opportunities. We build enduring, trustful relationships with each of our clients, with a focus on high ethical and safety standards. We build this reputation by attracting high-quality people and retaining them for the long term. At EnSafe, we are dedicated to fostering a diverse and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles at our company. EnSafe is committed to being an EEO employer and all qualified candidates will receive consideration without regard to race, color, religion, national origin, citizenship, age (except for bona fide occupational qualifications), sex, disability, sexual orientation, gender identity, marital status, military or veteran status, any other status protected by federal, state, or local law, or association with a person on the basis on one or more of the foregoing. Check us out on the web at www.ensafe.com Applicant Privacy Notice | AI use in Hiring

Job DescriptionAs a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations: Responsibilities: • Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions, • Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team, • Collaborate with advisors to execute trading orders and effectively manage client investment portfolios, • Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests, • Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support, • Gather, organize, and clarify client information to support financial planning analyses and projections., • Conduct client outreach and follow-up to assist with the implementation of advisor recommendations and planning action items., • Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions, • Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience, • Serve as a key liaison between advisors and clients throughout the financial planning process by collecting and validating financial information, preparing documentation for planning analyses, and coordinating client follow-up to support the timely implementation of financial planning recommendations. Skills and Experience:, • 3+ years recent industry experience (required), • Familiarity with Salesforce preferred, • Knowledge of Fidelity custodial platform/Wealthscape (required), • Industry licensing (not required), • Excellent interpersonal and communication skills, • Strong organizational and multitasking abilities, • Proficiency in financial software and tools, • Dedication to maintaining client confidentiality and trust Powered by JazzHR lsG7xe6gvs

Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Financial Advisor (CFA or CFP).

Job DescriptionClient Service Associate Reports to: SVP of Custodial Operations Status: Exempt Hybrid We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Core Operational Support • Provide back-office investment operations support to advisors and clients through Salesforce tasking and custodian execution, including:, • New account openings, • Money movement requests, • Account transfers (ACATs and non-ACATs), • Address changes and account updates, • Client distributions and RMDs, • Contributions and deposits, • General account service requests, • Assist in the onboarding of accounts as part of advisor and client Transitions to ensure a smooth, accurate, and timely onboarding experience., • Document, track, and complete all assigned tasks with accuracy and attention to detail., • Ensure all activities adhere to regulatory and firm compliance standards. Custodian & Internal Coordination • Work closely with custodial partners such as Fidelity, Pershing, Schwab, and Raymond James., • Coordinate with internal teams to ensure timely and seamless processing across departments., • Research and resolve account-related issues by collaborating with custodians, carriers, and internal stakeholders. Brokerage & Direct-Held Support • Deliver comprehensive servicing for complex advisory and brokerage (commission-based) relationships., • Support the administration and ongoing maintenance of brokerage accounts, ensuring compliance with FINRA and custodian regulations., • Assist advisors with brokerage-specific forms, disclosures, and documentation, ensuring accuracy and timely submission., • Maintain strong knowledge of direct-held business, including carrier requirements, processes, and documentation. Complex Case Management & Escalations • Apply critical thinking and problem-solving skills to resolve complex client inquiries and service issues., • Manage client and custodian escalations, providing timely and satisfactory resolutions that enhance the client experience., • Oversee complex account openings, ensuring full compliance with regulatory requirements and firm policies. Process Improvement & Documentation • Help document, update, and maintain departmental processes and procedures., • Identify opportunities to improve efficiency and streamline workflows., • Demonstrate advanced proficiency in brokerage and investment operations to support ongoing refinement of best practices. Minimum Education: • College degree Skills and Experience: • 3+ years recent financial services industry experience required, • Self-starter and motivated to learn, • Familiar and competent in the Windows suite of programs, along with Adobe Acrobat, • Embraces working on a team, • Strong communication with clients both verbally and written, • Familiarity with Salesforce preferred, • Experience servicing and opening accounts on a custodial platform required, • Industry licensing (not required), • Skilled in multi-tasking, follow-up, and managing priorities effectively, • Strong analytical, problem solving, and organizational skills Powered by JazzHR Rg2P7E5uJ8

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that help families, individuals, and small businesses prepare for life's unexpected challenges. Our team is built for driven professionals who take pride in their work, embrace challenges, and are committed to making a meaningful impact for their clients. We value discipline, results, and integrity, offering a career where your efforts directly shape your success. Position Description: As a Direct Sales Representative, you'll take ownership of your territory by building relationships with business owners and individuals, understanding their needs, and delivering tailored insurance solutions. You'll have access to comprehensive training, proven strategies, and ongoing support to help you excel. This role is ideal for individuals who: Are self-motivated and results-oriented Thrive in a fast-paced, goal-driven environment Take pride in delivering value and building long-term client relationships Your success will be measured by your performance and the difference you make for your clients. This is a career for someone ready to take control of their own results, grow professionally, and make a real impact in the communities they serve. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and servicewhere personal success goes hand in hand with serving others. Role Summary We're seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development. Position Overview As a licensed insurance representative, you'll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You'll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you'll have access to structured training, ongoing mentorship, and the support needed to succeed in the field. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Unleash your potential with the Johnson Controls team! As a global leader in smart, healthy, and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places, and the planet. Join our winning team and pave the way for a bright future. With our extensive reach across various industries worldwide, our teams are uniquely positioned to support and empower you. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience focused on supporting their physical, financial, and emotional wellbeing. Join the Johnson Controls family and thrive in a culture that values your voice and ideas. Your next incredible opportunity is just a few clicks away! Check us Out: A Day in Life at JCI! What you will do Johnson Controls Inc. is looking for forward-thinking talent to join our organization to support the fast-growing HVAC business in North America. JCI is committed to the health and safety of all employees, customers, partners, and the communities we serve. At Johnson Controls you’ll have the chance to work on light commercial and/or heavy commercial teams with the most advanced heavy commercial and cutting-edge industrial equipment. Our talented people empower us, and we believe in being part of a team that is open, collaborative, results-oriented, hardworking and above all fun. How will you do it • We are looking for skilled HVAC Mechanics who have practical work experience in their trade, (HVAC piping, plumbing, pipefitting and /or mechanical equipment service industry)., • Mechanics must have practical working experience in light commercial or commercial mechanical equipment. May be required to satisfactorily pass an examination to identify special skills. Scope of work shall be limited to commercial HVACR service. Servicemen may partner with Journeymen in the repair of centrifugal, steam turbines, and absorption machines, open-drive screw chillers and ammonia systems. Perform maintenance, repair and replacement services on commercial heating and cooling systems., • We provide factory certification through our Service Technical Academy (STA) with recognition, monetary rewards, and advancement. We offer incentive programs and a #1 focus on employee safety. We also provide tools, uniforms, and a company vehicle to perform your job and service our customers to the highest standard., • Provide our customers with the highest level of service to solve facility inefficiencies and resolve service-related items. As a trusted advisor to our customers, you will provide solutions and outcomes at the time of commissioning and aftermarket service. Provide recommendations and solutions to ensure facility is running efficiently to include upselling opportunities. Provide quotes to support recommendations and solutions. What we look for Required • Must be a member or willing to join the United Association of Journeymen and Apprentices of the Plumbing and Pipe Fitting Industry of the United States and Canada, AFL-CIO., • Be a dedicated member of a North America Branch team willing to learn and be responsible for system trouble shooting, repair and aftermarket services for this fast-growing business., • Minimum of Three (3) years Commercial and/or industrial, mechanical troubleshooting experience in the HVAC industry. This includes Rooftop units, pumps, fans, towers, boilers, chillers, compressors, plumbing., • Mechanical shaft alignment using dial indicators, etc. of pumps, fans, Compressors., • Able to use vibration equipment to trouble shoot drivelines., • Travel maybe required 10% to 20% to support Branch Customers activities, trouble shooting, installation and repair., • You will be required to pass a knowledge examination to assess proficiencies., • Opportunity to invest in career development. You will enroll in training programs to gain knowledge in HVAC products and sales quoting., • You will work with other local market mechanics as well as Servicemen and apprentices., • Attention to detail through interpersonal, digital, and written skills. Able to write and communicate to the customer problem, cause, and corrective actions., • Able to provide quotes to customers and participate in JCI’s Service Plus Rewards program., • Self-starter with a passion/ desire to learn and apply on the job., • Prioritize safety in all forms, • Universal EPA refrigerants license, applicable state or local licensing, and valid driver's license Pay Range: $38.23 hourly rate determined by the CBA/rate sheet. Benefits are provided through a local labor union aligned with a collective bargaining agreement. The posted salary range reflects the target compensation for this role. However, we recognize that exceptional candidates may bring unique skills and experiences that exceed the typical profile. If you believe your background warrants consideration beyond the stated range, we encourage you to apply. To support an efficient and fair hiring process, we may use technology assisted tools, including artificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions are ultimately made by human reviewers.

Charleston, South Carolina Teague is an independent design consultancy that combines technology expertise with a deep understanding of human behavior to design what's next for companies in automotive, commercial aviation, smart cities and infrastructure, advanced mobility, technology, space, and defense. On any given day, you might be prototyping a new space station, designing cutting-edge technology, or traveling around the world conducting research. We are approaching our one-hundred-year anniversary and are proudly employee-owned. Our culture fosters collaboration, accountability, and stabilitybecause when we succeed, we all win. Come be a part of something bigger than just a jobbuild your career with an employee-owned company that invests in you! A Senior Program Manager at Teague is a strategic partner to executive leadership and clients, owning the success of complex, multi-disciplinary, and multi-year programs from vision through delivery. In this role, you shape program strategy, define success metrics, build trusted relationships with senior client stakeholders, and anticipate business and industry trends to help position Teagueand our clientsfor long-term success. You'll lead cross-functional teams to deliver high-impact work on time and within budget, balancing creative excellence with operational rigor. Partnering closely with Creative, Growth, and Finance leaders, you'll forecast revenue, budgets, and resourcing, oversee scopes and risk management, and ensure clarity and accountability across all phases of work. As a hands-on leader and mentor, you'll help elevate program management practices while contributing directly to Teague's growth, client satisfaction, and industry leadership. Travel Expectations: This role is located in Charleston, South Carolina and may require domestic and international travel of approximately 510% to support client, project, and vendor engagements. For Program Managers assigned to the Boeing 787 Program, domestic travel requirements are higher and may range from 2040%, based on project needs and client engagement schedules. You are a strategic, client-focused program leader who thrives at the intersection of design, business, and delivery. You bring a strong ability to translate complex challenges into clear, integrated programs, and you're comfortable partnering with executive leaders and senior client stakeholders as a trusted advisor. You naturally anticipate business and industry trends, using that perspective to shape program roadmaps, guide client conversations, and identify opportunities for growth and innovation. You're an experienced relationship builder who can communicate effectively with both creative and technical teams, as well as with non-technical audiences. You balance rigor with flexibilitybringing structure, financial acumen, and operational discipline without stifling creativity. You understand how to lead multi-disciplinary teams, manage scope and risk, and drive accountability across complex engagements, while maintaining focus on long-term client health and business outcomes. You're also a hands-on leader and mentor, setting clear expectations, and raising the bar for program excellence. With a strong understanding of design and consulting environmentsand a curiosity for emerging industry trendsyou bring systems-level thinking, sound judgment, and a collaborative mindset that helps teams and clients succeed. Owning: • Serve as a strategic partner to executive leadership and clients, co-defining program vision, success metrics, and long-term business outcomes that align with Teague's growth and design strategy., • Own the end-to-end success of multi-disciplinary, multi-year programsensuring delivery excellence, profitability, and client satisfaction across a portfolio of projects., • Anticipate client and market needs to proactively shape proposals, partnerships, and future opportunities that extend Teague's impact and strengthen relationships., • Partner with Finance, Growth, and Creative Leadership to forecast annual revenue, budget, and resourcing needsinforming Teague's broader business planning., • Build, deepen, and sustain trusted relationships with senior-level client stakeholders, representing Teague as a strategic advisor and thought leader., • Champion program excellence and operational discipline across all phasesfrom discovery through deliveryensuring clarity, accountability, and quality across teams and clients. Thinking: • Translate complex client challenges into integrated, strategic programs that blend Teague's capabilities across design, technology, and strategy., • Evaluate business and industry trends to guide Teague's positioning and identify emerging opportunities for innovation and growth., • Develop multi-year program roadmaps grounded in client objectives, evolving market dynamics, and measurable business impact., • Serve as a thought partner to Creative and Growth leaders, contributing to Teague's approach to client engagement, value creation, and delivery models., • Apply systems-level thinking to balance near-term deliverables with long-term client relationship health, operational scalability, and business sustainability., • Represent Teague in industry events, conferences, and client forums to elevate brand visibility and thought leadership. Doing: • Lead cross-functional teams to deliver high-impact programs on time, within budget, and aligned to client and business goalsbalancing rigor, creativity, and agility., • Oversee contract negotiations, scopes, estimates, and risk management plans; ensure clarity of deliverables, dependencies, and success metrics., • Drive accountability through structured program governance, milestone reviews, and transparent communication across clients, teams, and leadership., • Mentor and develop program and project managers to grow their strategic, financial, and client-relationship capabilities., • Build and maintain scalable program management processes and tools that improve efficiency, visibility, and quality across engagements., • Deliver compelling, data-informed presentations and rationales to senior clients, demonstrating measurable impact and return on investment., • Meet or exceed annual program and revenue targets, contributing directly to Teague's financial and strategic success. What You Bring: • Bachelor's Degree from an accredited school preferred., • 7+ years of account management, project management, or design management experience in creating business solutions from either the creative or consulting point of view to create, maintain, and grow customer relationships, with 3-5 years of team leadership experience., • Demonstrated ability to establish a project/program strategy and execute that strategy., • Experience in high-level, design-integrative business planning and development., • A proven track record of successful business development and satisfied clients., • Must have a positive reputation for building and maintaining relationships with people at all levels of an organization across a diverse range of cultural, generational, ethnic, racial, educational, and social backgrounds., • Understands business operations and can effectively contribute to yearly planning and multi-year program planning., • Experience communicating complex, technical information to audiences that do not have a deep technology orientation, as well as ones that do., • An understanding of international design culture., • Knowledge of the requirements of a design operation, including airlines, aviation or transportation design services., • Up-to-date knowledge of current and emerging trends and practices in the aviation industry., • Understanding of plan projects including schedules, priorities, activities, and workload., • Must be a U.S. citizen as compliant with the International Traffic in Arms Regulations (ITAR). Must be located or willing to relocate to Seattle, WA. The salary range for this job in most US geographic locations is $165,000 - $185,000 • Creative Environment Work with a talented and passionate team., • Growth-Oriented We support professional development and skill-building., • Collaborative Culture We value diverse perspectives and ideas., • Impactful Work Shape the future of design and create meaningful experiences., • A Team That Cares We believe great work comes from happy, inspired people. Our Commitment: At Teague, we believe that diversity fuels creativity, equity drives opportunity, inclusion fosters belonging, and accessibility makes innovation truly universal. We are committed to creating an environment where everyone, regardless of background, identity, or lived experience, feels valued, heard, and empowered. We actively: • Educate Continuously learn and grow through focused training and resources., • Celebrate Honor diverse voices, perspectives, and contributions., • Take Action Prioritize inclusivity in our work, approach to hiring, and team culture. We are stronger together, and we welcome candidates who share our passion for designing a more inclusive and equitable future.

As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. Day to day, you'll... • Build year-round client relationships, • Provide tax preparation, tax audit support and tax planning year-round, • Create confidence in our clients by conducting tax interviews face to face and through virtual tools (video conferencing, phone, chat, email), • Generate business growth, increase client retention, and offer additional products and services, • Provide clients with IRS support, • All certification levels can provide tax notice services, • Circular 230 associates can provide audit representation, • Grow your tax expertise Required Qualifications • 5+ years of tax experience, • Experience completing individual tax returns, • Tax planning and audit support, • Ability to effectively communicate in person and virtually, • Comfort working with virtual tools video conferencing and chat, • Experience working in a fast-paced, supportive environment, • Successful completion of the H&R Block Tax Knowledge Assessment 1 or equivalent, • Must complete continuing education requirements and meet all other IRS and applicable state requirements 1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Preferred Qualifications • CPA or Enrolled Agent certification, • Experience completing business tax returns, • Experience conducting virtual tax interviews, • Sales and/or marketing experience, • Bachelor's degree in accounting or related field At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

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 obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you: • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success., • Get training and one-on-one coaching from Academy managers who are invested in your success., • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions., • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role., • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business., • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities., • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: • Aptitude in obtaining required industry licenses., • Must be self-disciplined in managing time and capacity., • Experience in cultivating client relationships, accessing needs and recommending solutions., • Success creating strong peer relationships through effective communication and collaboration., • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment., • Executes multiple tasks simultaneously., • Learns and adapts to new technology or applications. Desired Qualifications: • SIE (Securities Industry Essentials), • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: • Client Experience Branding, • Client Solutions Advisory, • Investment Management, • Pipeline Management, • Referral Management, • Client Management, • Customer and Client Focus, • Portfolio Management, • Prospecting, • Referral Identification, • Business Acumen, • Executive Presence, • Oral Communications, • Risk Management, • Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operationsleading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment. Check out this video to learn more about the day in the life of our Senior Client Specialists! The Impact You'll Make: • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan., • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients., • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken., • May schedule client appointments and/or conference room for appointments., • Assemble/generate materials including paperwork and reports for client meetings., • Understand and ensure business adherence with firm and financial industry regulatory policies., • May manage FA and Team's social media presence (website, LinkedIn, X etc.)., • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models., • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact., • Seek ways to enhance FA(s) business effectiveness and marketability., • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed., • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction., • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary., • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: • 5+ years of prior industry work experience, • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses, • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms, • Excellent verbal and written communication skills, • Detail oriented with an emphasis on accuracy, • Critical thinking and proactive problem solving skills, • Good analytical skills with ability to perform semi-advanced math, • Understanding of compliance regulations including the client complaint process and correspondence policies, • Bachelor's degree preferred, not required.

At Pinnacle, our goal is to create an atmosphere where associates are fully engaged, enjoy what they're doing and are successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. We hire like-minded people who share our values of integrity, fairness, learning, results, partnership, balance and discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire people who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. Summary Of Position: A Credit Advisor should demonstrate commitment to delivering distinctive service. The position will be responsible for providing the credit analysis and underwriting for new and renewed credit requests. This position is also responsible for ongoing portfolio management and preparation of underwriting documentation. The Credit Advisor may become eligible to receive lending authority, as determined by the hiring manager. Primary Responsibilities: • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings)., • Partner with Financial Advisors by giving front end guidance on new and renewed credit requests including desirability of the credit related to Pinnacle's credit appetite, structure, documentation, and monitoring., • Complete all underwriting functions such as financial spreading (if applicable), written analysis, global cash flow analysis, industry analysis, projections, collateral evaluation, and risk rating to provide vital decisioning information to the credit approving team., • Engage in prospect and client calls., • Exhibit willingness and ability to "weigh in" on the credit decision. If applicable, exercise sound decisioning judgment if approving within own lending authority., • Ensure timely completion of Periodic Credit Reviews. Provide sufficient written analysis to support the credit exposure, assigned risk rating, and recommendations., • Perform ongoing, timely calculations and testing of financial covenants, borrowing bases and margin requirements as required; address and communicate any issues that warrant discussion such as defaults, variances from projections, over advances, potential risk rating changes (up or down)., • Evaluate appropriate front end cost analysis on construction loans. Complete Net Operating Income (NOI) analysis to ensure the requested loan amount supports the income producing property, as applicable., • Review the monthly KPI and portfolio reports available on the intranet each month, ensuring accuracy and discussing results with the appropriate Senior Credit Officer., • Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate., • Assist other team members as needed to ensure delivery of distinctive service., • Perform other related duties and responsibilities as assigned. Description Of Experience, Education, And Training : • Bachelor's degree in accounting, economics, finance, or business-related field., • Minimum of 10 years' experience in financial services., • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software., • Thorough knowledge and understanding of the lending process., • Knowledge of federal banking regulations, compliance, policies, and procedures., • Proficient in the use of technology and loan systems. Description Of Capabilities, Physical Requirements, And Abilities: • Effective interpersonal skills, including verbal and written communication skills., • Effective analytical skills in order to analyze financial and procedural data., • Ability to define problems, collect data, establish facts, and draw valid conclusions., • Ability to manage and prioritize tasks including the acceptance and timely completion of projects and assistance of teammates., • Ability to articulate complex concepts clearly and concisely., • Ability to work independently and prioritize daily tasks., • Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy., • Understanding of critical lending documentation, general business systems and internal controls., • Excellent client service skills. Tact and diplomacy in dealing with both clients and associates., • The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. Position Status: Exempt Date: 11.07.2022 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients. Responsibilities: • Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly., • Achieve new business sales goals on an annualized basis based on our target market., • In order to achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage., • Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market., • Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis., • Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace., • The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value added service that is provided to the clients of the center of influence., • Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff., • Establish relationship as a trusted partner and advisor to clients and prospects., • Develop and support cross-selling strategies for existing clients, as well as new relationships., • Participate and, as necessary, lead meetings with existing and prospective clients., • Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs. Knowledge, Skills and Abilities: • Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service., • Outstanding written and oral communication skills., • Must have personal lines insurance industry experience., • Ability to travel 50% or more of the time and meet with clients., • Good team work skills with an ability to work with minimum supervision., • Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals., • Good customer service skills that can be applied to the sales process., • Strong knowledge of carriers and personal insurance market place., • Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office., • College degree preferred but high school diploma or graduate equivalent degree required., • Active property-casualty license required (or must be obtained within 60 days of hire)., • Proficient in MS Office suite of products. Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Premier Sales Rewards, Industry-Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025)., • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025)., • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025)., • Certified as a Great Place To Work two years in a row (2024-2025). Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

We are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals. About the Firm: • Independent wealth management team with a focus on holistic financial planning, portfolio management, 401(k) advisory and institutional portfolio management., • Benefit from the ability to build and manage your own book of business while having a young but experienced group of financial professionals to collaborate with and share ideas., • Turn key solution, branding, website, administration, compliance all a part of the package., • Operate underneath the Roadstead Capital brand but have the backing of two of the largest investment companies in Fidelity and Osaic Wealth for custody and compliance., • Competitive payout and significant sign-on bonus potential for advisors with existing books of business. Responsibilities of the position include: • Providing financial advice to clients, • Developing and implementing financial plans, • Managing client assets, • Providing ongoing support to clients Qualifications for the position include: • Bachelor's degree in finance or a related field, • CFP certification preferred, • 5+ years of experience in the financial services industry, • Strong communication and interpersonal skills, • Ability to work independently and as part of a team For more information contact: Ben Dollar The Provider Finder (843)609-7584 ben@theproviderfinder.com

Financial Services Representative. Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individualswhether new to the workforce or making a career transitionto join our growing team as financial services representatives. This role offers comp

This employment opportunity at Grow Financial Federal Credit Union in Charleston, SC would allow you to join the Investment Program at Grow Financial Federal Credit Union as a Financial Advisor associated with LPL Financial. Financial Advisor Grow Financial Federal Credit Union. Under this model Fi

We are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals. Independent Wealth Management

Job Description Client Engaged Life Wholesaler (BD/Wirehouse/RIA) Reports to: COO, Advisor Insurance Solutions Status: Exempt Work Environment: Remote or Hybrid Job Description: We are seeking a high-performing Revenue Generating Wholesaler to drive new business development and client acquisition across Broker-Dealer, Wirehouse, and RIA channels. This is a front-line, revenue-generating role designed for a proven producer who thrives in client-facing environments and is motivated by growth, access, and earning potential. The role combines direct client engagement, life insurance expertise, and end-to-end deal ownership, enabling the right individual to materially scale their production within a broader, more powerful distribution platform. You will partner with financial advisors and engage directly with their clients to identify opportunities, structure sophisticated solutions, and close business at the point of sale. This is not a support function, this is a true revenue generating seat with meaningful influence over outcomes. The ideal candidate is an established performer in life insurance and long-term care (disability and annuities where approved), with a track record of success, who is seeking expanded market access, stronger advisor connectivity, and the ability to accelerate growth beyond the limitations of their current platform. Key Responsibilities: • Drive production by sourcing, developing, and converting new business opportunities across BD, Wirehouse, and RIA relationships while expanding existing advisor wallet share and maintaining a strong self-generated pipeline, • Lead client engagement by presenting tailored solutions, guiding complex financial decisions, and influencing outcomes to close business while serving as a trusted resource in high-net-worth and advanced planning conversations, • Own the full deal lifecycle by leading cases from discovery through placement, maintaining momentum across all stages, and partnering with internal and external stakeholders to ensure seamless execution, • Deliver life and long-term care planning solutions (disability and annuities where approved) by designing and positioning strategies (risk management, estate and legacy planning, wealth transfer, ILITs, and business succession), translating complex concepts into clear recommendations, • Operate effectively within BD and RIA ecosystems by navigating compliance, suitability, and platform requirements, ensuring regulatory alignment, proactively building and managing pipeline, and collaborating with internal teams, underwriting, and carrier partners to drive efficient case progression and successful placementCompetencies:, • A proven insurance adviser with a consistent track record of driving and closing new business, • Experienced in life insurance and long-term care, with strong product knowledge, • Fluent in life insurance strategies, with the ability to lead sophisticated client conversations, • Comfortable and confident engaging directly with end-clients, not just advisors, • Someone who has likely outgrown their current environment, limited by access, distribution, or scale, not capability, • Highly motivated by performance-based compensation with upside opportunity, • Adept at balancing sales execution with technical expertiseQualifications, • 5+ years of experience in financial services, insurance wholesaling, or advisor-facing sales roles, • Demonstrated success in a production-driven client-facing sales role, • Strong background in life insurance and advanced markets, • Experience working within BD, Wirehouse, or RIA channels preferred, • FINRA Series 6 or 7 and Life/Variable insurance licenses requiredWhy this role:, • True production role with direct impact on revenue and outcomes, • Access to broader distribution and advisor networks to unlock growth, • Ability to engage in larger, more sophisticated cases, • High earning potential with uncapped upside aligned to performance, • A platform designed to amplify proven professionals, not constrain themCompensation & Benefits:, • Competitive base salary + uncapped production-based incentives, • Additional incentives for point-of-sale cases, • Health, dental, and vision insurance, • 401(k) with company match, • Paid time off and holidays, • Licensing support, advanced sales training, and career growth opportunities, • Opportunities for professional development and career growth Powered by JazzHR INZlJ4k2OA

Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $80,000+ at plan earnings Responsibilities: • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Customize financial plans for each client based on potential life changes and changing financial needs, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Qualifications: • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Requires a Bachelor’s degree in finance, business administration, or related field, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Bachelor's Degree a must, sales experience and/or financial internships a plus., • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth., • You are personable and caring, with a natural ability to connect and communicate with others., • Enthusiastic, high energy, and positive attitude., • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously., • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team., • Must have excellent communication and interpersonal skills., • Quick learner who is comfortable in a fast-paced, dynamic environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced professionals. This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal candidate is eager to enhance their knowledge of financial products, regulations, and best practices, while delivering exceptional service to clients. Attention to detail, excellent communication skills, and a commitment to ethical standards are essential for success in this role. Our client prioritizes professional development and provides ongoing training, enabling our advisors to stay ahead in the fast-paced financial industry. Joining the team means becoming part of a company that values integrity, client satisfaction, and continuous growth. If you are passionate about finance and dedicated to helping clients secure their financial future, this is the perfect opportunity to launch your career as a Junior Financial Advisor with our client. Responsibilities • Assist senior financial advisors in creating and implementing customized financial plans for clients., • Conduct research on financial products, market trends, and economic data to support client advice., • Analyze clients’ financial situations, including income, expenses, investment portfolios, and risk tolerance., • Maintain accurate and detailed records of client interactions, transactions, and financial plans., • Prepare presentations and reports to effectively communicate financial strategies to clients., • Build and maintain strong relationships with clients by providing timely and professional support., • Stay up-to-date with industry regulations, compliance requirements, and best practices. Requirements • Prior experience in financial services, • Has demonstrated some success but is seeking stronger mentorship and structure, • Active licenses required: Series 7, Series 66, • Willingness to pursue CFP® certification, • Clean background and strong professional ethics, • Strong interpersonal and communication skills, • Motivated, coachable, and growth-oriented Benefits • Base Salary: $3,000/month, • Total Target Compensation: ~$50,000+ (base + commission), • Commission Split: Participation in revenue from both existing and new clients, • Annual Increase: 10% to 20% compensation growth potential year-over-year, • Discretionary Bonus based on performance, • Benefits Package Includes:, • 401(k) with employer match + profit sharing, • Cash Balance Plan (employer-funded only; 3-year vesting schedule)

Job Description Company Overview: At Executive Financial Partners, we're looking for licensed insurance sales professionals who take ownership of their careers. Driven, results-focused professionals who are ready to accelerate into leadership excel here. Position Description: As a Sales Representative, you'll manage your territory, build strong relationships with business owners, and drive sales of supplemental health insurance. Using our training and tools, you'll take full control of your results while contributing to a high-performing team. High achievers are fast-tracked to mentor and lead others, helping shape the success of the team while advancing their own career. This role is ideal for those ready to step up, lead by example, and make a measurable impact. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry,

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. As a Thrivent Financial advisor, you will:. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales

What you can expect to do as a financial representative You'll meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You as a financial representative You are a driven individual with an entrepreneurial spirit. Are you looking

A Mortgage Advisor (MA) should demonstrate commitment to delivering distinctive service. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. Minimum Experience: Minimum of 10 ye

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

Responsible for working with members of the credit union to help them with their financial planning needs. Minimum 2 years of revenue-generating financial sales experience required.

Alchemy Financial Group is seeking a full-time Insurance Agent in Charleston, South Carolina.

Regions Financial Corporation is seeking a Relationship Banker II in Charleston, SC. This full-time role involves meeting customer financial needs through in-person meetings and phone calls, providing product guidance, and ensuring a top-notch customer experience.