Financial advisor jobs in Austin, TexasCreate job alerts

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Overview This job posting is anticipated to remain open for 30 days, from 03-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades 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: ___ About Us 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. 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. #LI-USFATA

This role is not open for submissions from outside staffing agencies Regional Envision Project Manager (Must have glass industry experience and strong shower and commercial entrance product experience) Salary range: $90-$115,000 Trulite is GROWING! We are looking for a Regional Envision Project Manager for the Sunbelt Region of our glass division. Must reside in Florida, Texas, Alabama, or willing to relocate. This position requires up to 75% of travel. Away 2-3 weeks a month. WHO YOU ARE: A detail-oriented and organized professional with a knack for customer service and a passion for business development and sales. Known for your reliability, you thrive in fast-paced environments where deadlines matter. You possess excellent time-management skills and are adept at juggling multiple projects without losing focus. Your strong interpersonal and communication skills make you an effective collaborator across departments. You approach challenges with a problem-solving mindset and are committed to establishing and maintaining a high performing team. With your strong knowledge of shower and commercial entrance products, you ensure the All Glass Entrance program in the Sunbelt region runs smoothly and is top-tier. WHAT YOU WILL BE DOING: • Establish a high performance regional Envision team through leadership, coaching, counseling, and mentoring., • Attend sales calls with outside sales representatives as the technical expert to build relationships, educate customers, gain trust, and increase orders., • Lead project planning meetings with customers to prepare plans that will enable the project to execute successfully., • Be the all glass entrance technical advisor for the region answering questions regarding products and services., • Foster a culture of platinum level customer service., • Coach team members to improve performance and engagement with customers. Identify below average performance, analyze, and correct to achieve acceptable results., • Develop plans and actions to achieve and exceed KPI goals., • Provide mentoring and training to estimators and team members., • Collaborate with other branch/regional locations to resolve problems, facilitate solutions, and support with quotes/entry as needed., • Conduct training seminars on Envision products and services for sales teams in the region., • Conduct follow-up visits/phone calls as necessary with customers who have concerns or questions., • Handle or refer complaints of product or service failure to the appropriate team for investigation., • Perform other related duties and provide support to other teams as assigned by management. SKILLS YOU BRING: • High school diploma or equivalent required. Bachelor's Degree preferred., • Experience in project management and estimating with entrance products., • Minimum five (5) years of customer service work experience required., • Must possess a strong knowledge of shower and commercial entrance products., • Ability to travel 75% of the time, with peak periods of higher travel., • Excellent communication (written and oral), interpersonal, conflict management, and time management skills., • Must be able to manage multiple projects simultaneously, be organized, efficient, accurate, and detail-oriented., • Must be proficient in Microsoft Office Suite or related programs., • Ability to calculate discounts, interest, commissions, fractions, proportions, percentages, area, circumference, and volume., • Ability to apply concepts of algebra and geometry., • Ability to read blueprints preferred., • CAD background preferred. Why Trulite: Trulite offers the most comprehensive benefits coverage in the industry. We give our employees immediate access to health, dental, vision, and life insurance benefits, as well as provide short/long-term disability coverage to protect you financially if a non-occupational injury occurs. We are pleased to offer a comprehensive wellness initiative that includes access to a progressive financial training program. Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever-improving financial plan. This is also true for those who select and contribute to their Health Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continue to grow until needed. The employer match for your HSA, if you choose to participate, is also vested immediately at 100% improving your financial health. Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical well-being but also your financial health and welfare. Let us show you why Trulite values you as an employee and how we will help you achieve financial independence. We are an Equal Opportunity Employer. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.

Job Description About LeafHouse: We provide 3(38) and 3(21) discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients. Sales Director Job Description: In the Retirement Plan Sales Director Role within LeafHouse, you’ll work with our executive leadership and Investment team to help meet the needs of our advisor, wholesaler and plan sponsor prospects and opportunities. You’ll have immediate impact on helping LeafHouse exceed sales goals. You will master sales stories for the products and services offer through LeafHouse and our affiliates. Roles/Duties: • Engage in proactive direct sales to partner advisor, consultants and recordkeepers., • Provide excellent product and service representation while engaging financial advisors, wholesalers, and existing clients on LeafHouse products and services., • Proactively communicate with prospective and loyal clients regarding investment management, investment scoring and fiduciary services, HSA, and IRA Rollover solutions., • Partner with executive leadership and the investment committee on advisor opportunities, institutional proposals, and ongoing services of our top client partnerships., • Use industry knowledge to help design solutions and discuss our services and related offerings with advisors. Qualifications: • Bachelor's degree or three years of equivalent experience., • 3-5 years of industry-related experience required., • Strong preference towards investment knowledge and experience., • FINRA licensing required including series 65 within 90 days of employment., • Familiarity with the qualified plan market and or external/internal sales experience a must., • CFP, QRPC or related retirement designations are a plus. Benefits: • 401(k) available with company match, • Most medical, dental, and vision health coverage policies available for employees are covered by the company, • Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company, • Generous paid time off policy Powered by JazzHR 2MCF2sFhxm

Job Description Why Morgan Group? There’s more to Morgan Group than our 65+ multi family properties. We celebrate diversity and are committed to creating an inclusive environment for all employees. At Morgan Group, it’s about the people who work for Morgan, our residents, our construction team, and adhering to our key values that make us who we are as a company. Our success comes from finding, retaining, and supporting the highest quality talent by offering full-time employees a variety of benefits including: • Advancement opportunities, • Training, • Low-cost Medical, Dental, Vision, • Flexible Spending Accounts (Medical, Limited Purpose & Dependent Care), • Health Savings Account, • Voluntary Life Insurance, • Long-Term Disability Insurance, • Company Paid Life Insurance, • Company Paid Short-Term Disability Insurance, • 401K (Traditional & Roth) with Company Match, • Employee Assistance Program, • Paid Time Off plans including:, • Vacation, • Sick, • Floating Holiday, • Bereavement Leave, • Holiday Schedule The Morgan Group provides you with an excellent opportunity to learn about the multi-family industry and to grow in your career you never thought possible. Whether you are interested in Property management, maintenance, construction, or development, at Morgan, you’ll get the training and support from your team that you need to excel in your role and reach your full potential. What You'll Do Essential Job Functions • Support the pre-development process which includes, but is not limited to, market and site analysis, zoning/ rezoning, underwriting potential deals and financing structures, relationship building/management with both internal and external partners, etc., • Analyze regional markets to identify opportunities, industry trends, etc., • Calculate financial feasibility of proposed developments including pro forma analysis, profitability analysis, and internal rate of return analysis., • Develop and assist in preparing offers and presentations to sellers., • Assist in negotiating and finalizing new contracts for service and work with other departments to ensure smooth project flow., • Work with the Partner to develop “pipeline” relationships to foster future generation of site leads and company reputation in the industry., • Maintain and organize current site lead lists, notes regarding the status and evaluation of the attractiveness or immediacy of the site., • Develop, maintain, evaluate and improve pipeline tracking and site identification tools., • Investigate and provide summaries for municipality fees., • Develop and maintain positive relations with other departments within the company in order to promote cohesiveness among various departments with varying goals., • Must perform multiple, fast-paced job functions highly independently, utilizing effective time management skills, under limited or no supervision following minimal pre-established guidelines., • Ability to make quick and effective decisions, evaluate alternatives and decide on a plan of action., • Exhibit mastery of Excel and strong proficiency in Word and PowerPoint., • Minimum bachelor’s degree, preferably in Economics, Finance or Real Estate., • Preferred 1-3 years of prior work experience in real estate with a developer, REIT, bank, commercial broker, real estate advisor, and mortgage broker or investment firm., • This position requires strong quantitative, interpersonal, communication and organizational skills., • Strong working knowledge of Microsoft Word and Excel is needed., • Detail oriented and able to handle multiple projects and deadlines, proven experience in the following is required:, • Strong analytical, problem solving/judgement skills with initiative in completing tasks., • High level of attention to detail and accuracy., • The ability to operate in a deadline-driven environment where priorities often change., • Ability to work with minimal supervision with high degree of discretion and independent judgement.

Job DescriptionDescription: Controller Company: Apartment Management Professionals Location: Austin, TX Reports To: President / CEO Department: Finance & Accounting Employment Type: Full-Time | Exempt Key Responsibilities: Strategic Financial Leadership • Partner with the President/CEO and executive team to develop financial strategies that support organizational growth and stability., • Serve as a key advisor to finance, audit, and investment committees., • Lead budgeting, accounting, and cash management processes to ensure accurate financial reporting and forecasting., • Manage annual audits and tax filings for the corporate entity and individual properties., • Prepare consolidated financial statements and oversee external audits and tax returns., • Implement and maintain internal controls to safeguard assets and improve financial procedures., • Monitor cash flow and capital needs across the multifamily portfolio., • Supervise the Accounting Team in daily operations including accounts payable/receivable, payroll, invoicing, and financial reporting., • Support acquisitions and development projects by reviewing financial structures, partnership agreements, and legal documents., • Oversee financing and loan closings involving LIHTC, Historic Tax Credits, New Markets Tax Credits, bond financing, and other public/private funding sources., • Coordinate funding requisitions and capital expenditure tracking with Regional Directors., • Ensure timely and accurate reporting to investors and government agencies, including equity draws and cost certifications. Requirements: Qualifications: • Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA preferred)., • 7–10 years of progressive financial leadership experience, preferably in multifamily housing or real estate., • Strong knowledge of GAAP, financial reporting, and audit practices., • Experience with affordable housing finance, tax credit programs, and real estate development., • Excellent leadership, analytical, and communication skills., • Proficiency in financial software and property management systems.

Job Description Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our strategy is to be digitally driven, industry-aligned, and focused on the middle market. As our firm expands, we have an opportunity for an experienced and dynamic Tax Partner to join our growing Tax Practice in Austin. This individual will lead a team to deliver tax planning, consulting, and compliance services to middle-market businesses, with a primary focus on pass-through entity taxation. Relocation assistance may be offered. You’ll use your client service team leadership skills, acting as a role model, to provide coaching, mentoring, and training in the development of managers and staff. To continue our success, we're looking for a partner who will contribute to expanding the practice by using their strong professional network of business contacts and referral sources and by engaging in business development opportunities with other firm leaders. Qualifications: • Must have an active CPA license., • Requires significant expertise with Pass-through entity taxation. Professional Services, Industrial Manufacturing , and/or Private Equity clients is a plus., • Exceptional client service skills leading to the highest quality of execution and delivery of client engagements., • Strong leadership and staff development skills for coaching a client service team., • Excellent oral and written communication skills., • Exceptional interpersonal skills for collaborating with other partners and for providing guidance to clients as their “trusted advisor.”, • Excellent problem solving, organizational, and analytical skills. What We Offer You: • A well-run firm that offers stability and opportunity to develop as a leader and grow your book of business, • Collaborative environment focused on career advancement and professional development, • Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success, • Big firm resources and bench strength; small firm flexibility and openness to new ideas, • Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented new staff, seniors, and managers, • Defined metrics and targets that eliminate ambiguity, • Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. #LI-PB1

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Development Advisor to join our award-winning team and expand our national footprint! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! In this newly created role, you’ll be the first point of contact for qualified digital leads, educating prospects, uncovering their needs, and helping them take the next step in their financial journey. You’ll work closely with our marketing team and wealth advisors, but your primary focus is on client acquisition, rather than ongoing advisory work. We want to hear from you if you thrive in a high-touch, high-conversion environment and enjoy helping people take action. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. What you’ll do as a Business Development Advisor: Lead Engagement & Sales Strategy • Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.), • Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm, • Clearly communicate Mission Wealth’s value proposition and how our services align with their goals, • Partner with servicing teams and internal resources to develop, present, and close planning-based financial plans, • Become a high-level expert on Mission Wealth’s suite of investment solutions and niche-based strategies to diagnose and target prospects' need(s) quickly., • Development of value-based needs and solutions that can be communicated to prospects, • Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion, • Help generate new client relationships by serving as a knowledgeable resource for information and advice, • Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows, • Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene, • Schedule consultations, presentations, and implementations using tools like Calendly and monitor no-shows, reschedules, and re-engagement workflows, • Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates, • Provide feedback on lead source partners and track ROI from different marketing funnels, • Contribute to internal discussions on sales scripts, SOPs, and performance metrics, • Assist with CRM reporting, lead assignment tracking, and operational follow-through, • Support proposal meeting prep and post-call summaries when involved in ongoing prospect conversations, • Sales-Oriented Communicator. You’re energized by speaking with people, uncovering needs, and motivating them to act., • Financial Planning Problem Solver. You love using your financial planning knowledge to help prospects become happy clients for life., • Client-Centered. You love guiding people toward better outcomes and see value in financial planning—even if you don’t deliver the plan yourself., • Detail-Oriented & Process-Driven. You understand the importance of timely follow-up, accurate data entry, and CRM consistency., • Tech-Savvy. You can learn platforms like Salesforce, Pardot, Calendly, and AI tools quickly., • 2–10 years of experience in sales, business development, or advising roles; financial services experience preferred, • Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients, • CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months), • Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills, • Excellent written and verbal communication skills, with a consultative and empathetic approach, • Experience with high-volume calling, prospect qualification, and structured conversion processes, • Ability to thrive in a fast-paced environment while maintaining a high-touch, white-glove experience Location: This position is based out of our 34 locations. This is an in-office position. Salary: $120,000, plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales-based, and performance (hurdle) bonuses. Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job DescriptionDescriptionThe Managing Principal plays a key leadership role in driving strategic vision, operational excellence, and cultural integrity within their studio while aligning with Pfluger Architects' broader objectives. Reporting to the CEO, the Managing Principal combines people leadership, architectural expertise, and business development skills to deliver impactful, client-focused solutions. As part of the Leadership Team, this role ensures high performance, champions the firm’s core values, cultivates a collaborative and innovative culture, and spearheads client and business development initiatives. Role & Responsibilities: Leadership & Culture Ambassador • Embody Pfluger’s core values. Consistently demonstrate the principles of Do What’s Right, Build Synergy, Make a Difference, and Never Settle in all professional activities., • Actively contribute to the Leadership Team by developing and executing firm-wide goals and addressing organizational challenges., • Experienced and effective people leader with exceptional people leader addendum skills and competencies., • Set and oversee people, product, process, and financial goals for the studio, ensuring alignment with firm-wide objectives., • Serve as a brand ambassador, aligning decisions and communication with the firm’s purpose and core values., • Recruit, develop, and retain top talent, fostering leadership growth and expertise within the firm. Identifies and cultivates talent for critical positions., • Author and represent the firm thought leaders at conferences and encourage award submissions., • Lead by example, cultivating a collaborative work environment that supports employees’ full potential., • Collaborate with the Executive Team to address studio performance, challenges, and growth opportunities., • Proactively identify and mitigate risks at both the firm-wide and studio levels., • Partner with all other studios in the sharing of the firm’s resources and expertise as required to support the firm’s work and deliver solutions of the highest quality., • Provide ultimate oversight of the studio’s craft and product, ensuring alignment with core values and the Pfluger Proven Process., • Uphold high-quality work standards through role modeling, clear expectations, and accountability., • Serve as the Client Executive for studio clients and act as the project leader over all related pre-bond services., • Cultivate the highest level of trusted advisor status with clients, ensuring exceptional client satisfaction. Frequently seek out client feedback, providing insight to project teams for how to level up craft, product, and service., • Lead pre-design services and ensure resources and expertise are shared across studios to support firm-wide work., • Partner with all other studios in the sharing of the firm’s resources and expertise as required to support the firm’s work and deliver solutions of the highest quality., • Establish and manage monthly invoicing expectations., • Develop multi-year revenue goals and monthly forecasts, keeping the Executive Team informed on pipeline, win/loss rates, and strategic initiatives., • Lead business development efforts, including prospect prioritization and securing new clients., • Cultivate and maintain strong client relationships while overseeing the development of proposals and contracts., • Lead client interviews, identify team of consultants, develop/review proposals, and direct contract negotiations ensuring strategic alignment., • Utilize CRM tools to track pipeline value, client stages, and contact management., • Alignment with Pfluger’s purpose of “inspiring people to create a more meaningful human experience,” with a commitment to continuous learning and improvement., • Proven leadership success in managing teams, delivering high-quality craft and products, and driving business development., • Passionate advocate for innovative design, exceeding client expectations, and embodying core values in decision-making., • High integrity, accountability, and exceptional communication skills., • Expertise in designing learning environments with general knowledge of REVIT and enthusiasm for generative design., • ERP system knowledge preferred, or a strong systems-oriented mindset., • Professional degree in Architecture is required., • Licensed/Registered Architect is required.

Job Description As a Business Development Associate, you will play a central role in driving our origination strategy by identifying, engaging, and building relationships with wealth management firms and RIAs. This role requires a self-starter with strong communication skills, industry knowledge, and the ability to manage prospective relationships from initial outreach through the deal process. You will support members of the business development team (including Managing Partner, Managing Director, and VP) with organization, pipeline management, and execution. Responsibilities Include • Target List Creation Conduct thematic and industry research to build and refine lists of high-priority prospects across the wealth management and RIA landscape., • Prospect Outreach Lead proactive calling and emailing campaigns to initiate conversations with firm owners, executives, and advisors. Build, refine, and monitor outreach campaigns, • Relationship / Pipeline Management Nurture and manage relationships with prospects throughout the investment process, serving as a key point of contact. Support team with deal tracking, deal activities (pre + post-meeting), maintaining updated deal notes, and follow ups on next steps and meeting coordination., • Market Intelligence Track market developments, competitor activity, and industry trends to support origination strategies and inform internal discussions., • Deal Process Support Collaborate with investment team members to coordinate diligence, communications, and ongoing interactions with potential partners. Preparation of internal deal assets (i.e. firm information, notes, etc.), coordinating meeting logistics., • CRM & Data Management Maintain and Update Salesforce CRM. Ensure clean, accurate, and current data for reports and outreach., • Experience: 2–5 years of post-college professional experience, ideally in business development, sales, or customer service within the wealth management, financial services, or private equity industry., • Skills:, • Strong communication and interpersonal skills. Strong ability to draft polished written communications (internal & external), comfortable interfacing with senior executives., • Demonstrated ability to source and manage client or partner relationships., • Organized, detail-oriented, analytical. Able to manage multiple trackers, calendars, and workflows simultaneously without missing details. Precision with data entry, scheduling, and document prep., • Results and outcome driven; Proactive problem solver with the ability to lead projects to successful completion, resourceful in finding solutions, and comfortable working independently, • CRM & Data Proficiency; Comfortable with Salesforce, Microsoft Suite, Excel (VLOOKUP, pivot tables, formatting)., • Project & Task Management; ability to prioritize tasks and keep moving pieces aligned., • Tech-Savvy & Quick Learner; Ability to adapt to new platforms and systems quickly, with ability for leveraging tools to make processes more efficient. (Chat GPT), • Ability to juggle multiple moving parts with accuracy., • Industry Knowledge: Familiarity with the wealth management landscape, including RIAs and independent advisor platforms, strongly preferred., • Mindset: Entrepreneurial, resourceful, tenacity, overcoming rejection, and motivated by growth. Proactive. Other • Fully remote role., • Immediate start date preferred.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com WHO ARE WE LOOKING FOR? We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell's growth in the financial advisor marketplace. A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams. As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You're exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We're a growth stage startup after all. Last, but certainly not least, you're driven by a fresh perspective and entrepreneurial spirit. WHAT YOU WILL BE DOING? You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That's just the base-line. Day to day you will also be expected to: • Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate., • Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory., • Develop repeat regional relationships with new financial advisor prospects., • Maintain a robust retirement plan sales pipeline in your region., • Convert plan opportunities into closed won opportunities through a repeatable, scalable process., • Practice a proven and successful sales methodology (MEDDPICC)., • Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM., • Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc. The Necessities: • 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry, • Ability to carry a plan sale over the entire sales cycle from prospecting to conversion, • Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.), • Strong attention to detail and a passion for creating a top-notch selling environment and process., • A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline., • Self-starter who can operate well in a collaborative team environment., • Good knowledge of Salesforce, comfort level with other Sales technology, • Excellent written and verbal communication skills are a must., • Startup and/or financial services experience The expected OTE for this position is approximately $80K ($65K base + up to $15K variable), and uncapped commission. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description Position Summary At UPLIFT Desk, we’re not just building ergonomic workstations—we’re shaping how people work and live. As the ecommerce industry leader in height-adjustable desks, we’ve grown by delivering innovative, customer-focused solutions that promote health, productivity, and well-being. Our success is rooted in our core values: Customer Obsession, Innovation, Accountability, and Results Oriented. Are you a finance leader ready to make a significant impact in a fast-paced, growth-oriented environment? We are seeking a dynamic and highly skilled Controller to lead our accounting and financial operations. This role is ideal for a seasoned Controller looking for a new challenge or an ambitious finance professional from public accounting ready to step into industry leadership. This position is critical to our strategic success, overseeing the integrity of financial data, ensuring regulatory compliance, and driving process improvements across the organization. You’ll play a key role in managing complex inventory and supply chain accounting, while leading and developing a high-performing finance team. You will also serve as a trusted advisor to business partners, providing financial insight that supports decision-making and drives growth. What You'll Bring • Bachelor’s degree in Accounting, Finance, or related field, • CPA or CMA preferred, • 5–10 years of progressive finance/accounting experience, • At least 2 years in a management or leadership role, • Strong technical understanding of US GAAP, inventory, and supply chain accounting, • Advanced Excel and Google Sheets skills, including data modeling and large dataset analysis, • Experience with ERP systems – NetSuite strongly preferred, • Familiarity with BI tools such as Power BI, Tableau, or Looker, • eCommerce or consumer products industry experience, • MBA or other advanced degree, • Background in public accounting (Big 4 or top regional firm), • Lead all core accounting functions: general ledger, AP/AR, payroll, bank reconciliations, and monthly close, • Deliver accurate and timely financial reporting in compliance with GAAP, providing insights to executive leadership, • Develop and manage budgets, forecasts, and financial dashboards to support business planning, • Oversee inventory accounting, including valuation, cost of goods sold (COGS), and reconciliation processes, • Implement and maintain internal controls, ensuring financial integrity and safeguarding assets, • Act as a strategic finance partner, working closely with leaders across operations, supply chain, and sales to provide actionable insights, • Lead annual audits and coordinate with external auditors, • Mentor and grow the accounting team, cultivating a culture of excellence, efficiency, and continuous improvement, • A merit-based environment that rewards growth and accomplishment regardless of seniority, • Generous paid time off, • 4% 401K company matching with instant vesting (after one year), • Excellent group health insurance available to employees and dependents, including domestic partners (4 medical plans, 2 dental plans, and a vision plan to choose from), • Flexible spending account (FSA) for health care and child care costs, • Company-paid & Supplementary Life Insurance; Long-term & Short-term disability, • Free UPLIFT Desk (after one year), • 50% discount on all UPLIFT products, • Free healthy (and not so healthy) snacks and drinks, • On-the-job training and skills development, • Compensation: DOE/Salary, • Type: Full-time, • Employee Status: Regular, • Work Schedule: Monday - Friday, 8am-5pm, 40 hours per week As a fast growing, mid-sized Direct To Consumer (DTC) brand company, it’s our mission to deliver sincere, world-class customer service. We provide optimally designed, quality office solutions to customers. We focus on happier & healthier customers and employees! UPLIFT Desk has revolutionized the way people shop for office furniture. It all starts with our award winning UPLIFT Standing Desk, made even better when accessorized with our entire UPLIFT office furniture line. Our product line includes most furniture an office could need. We design office products that optimize customers’ comfort, health, and productivity. Our Product Development team focuses on designing the highest quality ergonomic office furniture. Then our Content team's ecommerce website offers customers the ability to configure products specifically to their needs. Our amazing Order Processing and Warehouse teams make sure we have inventory and ship orders the same day. Customers receive award winning support from our Sales and Customer Service and Warranty teams. We offer the best 15 year warranty in the business! Our Interior Design and Contract Sales teams specialize in large office furniture layouts for commercial buildings that serve most Fortune 500 companies. Award winning UPLIFT Desk is loved globally! • Rated Best Standing Desk by New York Times Wirecutter 5 years in a row, • Hundreds of thousands of happy customers around the world sit and stand at an UPLIFT Desk, • We plant 5 new trees in U.S. National Forests for every solid wood desk sold. By partnering with the National Forest Foundation, we're able to plant tens of thousands of new trees each year, • Solar powered operations: Our Austin facilities produce over a megawatt of electricity through roof-mounted solar panels on three large warehouses, • We use sustainable materials in our products. Some examples are:, • Bamboo Desktops, Drawers, & Motion Boards: The world's fastest-growing plant, Moso bamboo is a grass that grows as quickly as an inch an hour, • Eco Curve Desktops: Eco Curve desktops use 100% recycled MDF and have the lowest carbon footprint in the industry due to not using edgebanding, backer boards, adhesives, or solvents UPLIFT Desk believes in building an organization whose staff reflects the true diversity of our community. We hire, promote, and reward employees based on results and professional performance. UPLIFT Desk provides equal employment opportunities to all employees and applicants without regard to religion, sex, age, sexual orientation, gender identity, race, creed, color, national origin, alienage or citizenship status, marital status, partnership status, ancestry, disability, or veteran status. To all recruitment agencies: We do not accept agency resumes. UPLIFT Desk is not responsible for any fees related to unsolicited resumes. #UPDHP

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are seeking an energetic and reliable professional to join our Employer Services Consulting Team, as an Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Associates, Employer Consulting Services support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams. What Will You Be Doing? • Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits, • Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping., • Working closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests., • Create processes, playbooks, and resources to streamline across processes/operations and support team expansion, • Posting interaction within our tooling to document updates to client accounts, • Conducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements, • Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions, • Adhering to client facing and internal service level requirements, • Meeting quality control expectations through the monitoring of contact resolution, • Adhering to prioritization requirements, to meet company goals for servicing responsiveness., • Provide consulting services to sponsor and advisors as needed, • Ensuring client retention and maintenance, • College degree and/or equivalent customer service experience, • 1-3 years of retirement industry experience, preferred., • You're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders., • Strong communication, critical thinking, and organization skills., • Proven ability to think analytically & operate independently within set deadlines, • Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices, • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries The expected base salary range for this position is a minimum of $70K - $80K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description As a member of the Client Service Operations Team, the Trader-Portfolio Management is responsible for executing trades (both electronic and manual), communicating directly with custodians for any information needed to resolve trading issues, generating quarterly trading statistic reports, and responding to Advisor and Portfolio Administrator requests. The Trader-Portfolio Management has a significant amount of direct Advisor and Portfolio Administrator contact. The Trader-Portfolio Management is always expected to be working to ensure a positive, collaborative team environment. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment – Together, We Achieve More, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Perform daily trade execution and trade reconciliation to ensure accuracy and completion., • Execute trades in ETFs/equities, mutual funds, fixed income, thinly traded securities, and options. Execute risk trades when needed., • Communicate and coordinate trade requests with multiple separate account managers., • Support subscriptions, redemptions and servicing private investments., • Team closely with Advisors and Portfolio Administrators to answer all trade requests and questions in a timely manner, • Update and maintain trading procedures and statistics., • Produce and maintain all SEC/Compliance reports., • Work well with and demonstrate respect for colleagues at all levels and consistently contribute to a positive work environment for the entire staff. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Extensive knowledge of capital markets, trading techniques (including block trade execution) and standard industry trading practices, • Proficiency in Word and Excel, • Excellent communication and organizational skills, • Must be detail oriented with a high degree of accuracy, • Ability to set priorities among a variety of tasks and an occasionally heavy volume of work, • Impeccable ability to maintain confidentiality We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Bachelor’s degree in business, accounting, finance, economics, or related field, • Minimum of three years of trading experience working in financial services and/or investment management Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions, substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionTax Manager (CPA Required) Location: Austin, TX (Historic District – paid parking included) Employment Type: Full-Time | In-Office Compensation: Competitive + 4 bonus opportunities per year Key Responsibilities Manage and review federal, state, and local tax returns for individuals, businesses, and high-net-worth clients Facilitate tax planning, projections, and strategies for diverse client needs Provide technical expertise on complex tax issues and research tax matters as needed Oversee and review property tax returns and financial statements Ensure quality standards and adherence to compliance requirements across the firm Develop, mentor, and supervise tax associates and staff accountants Identify and implement opportunities for process improvements Build and maintain strong client relationships, serving as a trusted advisor Support firm-wide initiatives and management activities Qualifications Bachelor’s degree in Accounting (Master’s in Accounting or Taxation preferred) CPA certification required 5+ years of experience preparing and reviewing tax returns, with supervisory experience preferred Strong knowledge of federal and state tax regulations Experience with QBO/QBD; Thomson Reuters software a plus Excellent communication, organizational, and problem-solving skills Positive, collaborative attitude with the ability to thrive in a boutique firm environment Why Join Us? Competitive salary + multiple annual bonuses Opportunity to step into a key leadership role with long-term growth potential Paid parking in Austin’s historic district Standard Monday–Friday schedule (8 AM – 5 PM) Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is available here: For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AllSTEM Connections participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #3411 Company DescriptionGuiding Principles and Core Values: UP HIRE Understanding Matters. We actively listen to each other, our STEM professionals, and customers. We take the time to understand their needs to make the best connections in the industry. People Matter. People are at the center of our company. All decisions we make are in the best of interest of our employees, co-workers, communities, candidates and customers. Honesty Matters. We conduct our business with integrity and DO the right things. We ARE trustworthy partners WHO stand behind our work and people. Innovation Matters. We are disciplined in bringing forward new thought and solutions that guide the industry and grow our company. Continued growth secures sustainability that provides solid careers for our employees, stability for our STEM professionals, and reliability to our customers. Relationships Matter. We take personal responsibility for all relationships with our employees, co-workers, STEM professionals and customers. Courtesy, dignity and respect EQUAL high performance results. Everything Matters. We hold ourselves accountable to perform with the upmost of professionalism, attention to detail, and highest standard of service. We hit our targets and do what we say we will do.Guiding Principles and Core Values: UP HIRE\r\nUnderstanding Matters.\r\nWe actively listen to each other, our STEM professionals, and customers. We take the time to understand their needs to make the best connections in the industry.\r\n\r\nPeople Matter.\r\nPeople are at the center of our company. All decisions we make are in the best of interest of our employees, co-workers, communities, candidates and customers.\r\n\r\nHonesty Matters.\r\nWe conduct our business with integrity and DO the right things. We ARE trustworthy partners WHO stand behind our work and people.\r\n\r\nInnovation Matters.\r\nWe are disciplined in bringing forward new thought and solutions that guide the industry and grow our company. Continued growth secures sustainability that provides solid careers for our employees, stability for our STEM professionals, and reliability to our customers.\r\n\r\nRelationships Matter.\r\nWe take personal responsibility for all relationships with our employees, co-workers, STEM professionals and customers. Courtesy, dignity and respect EQUAL high performance results.\r\n\r\nEverything Matters.\r\nWe hold ourselves accountable to perform with the upmost of professionalism, attention to detail, and highest standard of service. We hit our targets and do what we say we will do.

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. El92L6rqmh

Job Description Transform how the world's banks serve their customers Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone. Why We're Looking for You We're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions. As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences. Key Responsibilities * Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform * Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements * Lead client calls and manage multiple concurrent implementations with competing deadlines * Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes * Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes * Provide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovation * Build and maintain strong relationships with banking executives and operations teams across multiple client organizations What We're Looking For * Strong problem-solving skills with meticulous attention to detail * Excellent communication abilities - you can explain technical concepts to non-technical stakeholders * Ability to manage multiple projects simultaneously and thrive under pressure * Quick learner who can master new technical concepts independently Nice to Haves * Experience with no-code/low-code platforms or workflow automation tools * Technical skills in a scripting language * Previous consulting or professional services experience About Prelim: At Prelim, you'll join a remote-first company that's experiencing explosive growth, we're doubling revenue year-over-year while maintaining profitability. This isn't just another startup; it's a fast-paced learning environment where you'll receive mentorship from experienced team members and gain exposure to all aspects of the business. We offer clear career trajectories with paths to Senior Implementation Associate and team leadership roles, giving you real opportunities to advance as we scale. Your growth is a priority here, and we'll invest in your development as you take on increasingly complex challenges. Most importantly, you'll be part of a mission-driven team working to democratize access to banking services. Your work will make a tangible difference in how financial institutions serve their communities. If you're looking for a place where your contributions have immediate impact and where you can build a meaningful career, Prelim is where you belong. Compensation Range: $100K - $120K

Job Description Job Title: Financial Advisor & Business Development Manager Location: Remote/U.S. (Priority in Austin, Dallas, Charlotte, Greensboro, or Louisville) Employment Type: Full-Time Our client is a high-growth, forward-thinking financial services firm focused on empowering advisors and clients through innovation, collaboration, and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model. We're seeking a driven and experienced Financial Advisor & Business Developer to join our client's expanding team. This role is ideal for someone with an entrepreneurial mindset, a proven book of business, and a passion for delivering exceptional service to high-net-worth clients all while collaborating within a high-performance team. This is more than a traditional advisory role. You'll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships. Responsibilities: • Build and manage your personal book of business, with a focus on high-net-worth (HNW) clients, • Deliver comprehensive financial planning, portfolio analysis, and strategic investment recommendations, • Collaborate with internal teams to close complex deals and provide exceptional client service, • Represent the firm's values, growth strategy, and team-based client model, • Participate in strategic growth planning, • 1-3 years of experience as a licensed financial advisor, • Series 7 and 66 licenses required, • $250K+ in trailing 12-month revenue, • Minimum 10 HNW clients (>$1MM in household advisory relationships), • 10+ financial plans completed in the past 12 months, • $25MM+ in current total Assets Under Management (AUM), • Strong understanding of industry trends and desire to grow within an equity-sharing model, • Competitive base salary + performance incentives, • Equity ownership opportunity after 6-12 months, • Full administrative and operational support; no need to manage the book alone, • Transition to a production-based model after years 1-2, • Transparent 3-5 year growth trajectory with 15-25% annual targets, • Team-based culture with shared success and deep resources, • Clear and attainable path to equity and firm ownership, • Innovative, advisor-first environment where your impact is recognized, • Operational freedom so you can focus on growth and strategy

Job DescriptionDescriptionThe Client Executive supports the Managing Principal by championing client relationships, spearheading new business opportunities, and serving to maintain the highest quality standards in all projects. This position combines expertise in leadership, architectural craft, and business development. This role supports the Managing Principal in driving the strategic vision, operational excellence, and cultural vitality of their studio while aligning with the broader goals of Pfluger Architects. In addition to business development and client management, the Client Executive may perform duties as assigned by the Managing Principal to oversee studio performance, ensure alignment with the firm's core values, foster a collaborative and innovative culture, and develop talent to achieve operational and financial goals. Role & ResponsibilitiesLeadership & Culture Ambassador • Embody Pfluger’s core values. Consistently demonstrate the principles of Do What’s Right, Build Synergy, Make a Difference, and Never Settle in all professional activities., • Oversee people, product, process, and financial goals at the project level, ensuring alignment with firm-wide objectives., • Serve as a brand ambassador, aligning decisions and communication with the firm’s purpose and core values., • Author and represent the firm thought leaders at conferences and encourage award submissions., • Lead by example, cultivating a collaborative work environment that supports employees’ full potential., • Proactively identify and mitigate risks at the project level., • Provide oversight of the studio’s craft and product at the project level, ensuring alignment with core values and the Pfluger Proven Process., • Uphold high-quality work standards through role modeling, clear expectations, and accountability., • Serve as the Client Executive for studio clients as assigned by the Managing Principal and act as the project leader over all related pre-bond services, unless assigned otherwise., • Cultivate the highest level of trusted advisor status with clients, ensuring exceptional client satisfaction. Frequently seek out client feedback, providing insight to project teams for how to level up craft, product, and service., • Ensure resources and expertise are shared across studios to support firm-wide work., • Manage monthly invoicing expectations for clients as assigned by the Managing Principal., • Lead business development efforts as assigned by the Managing Principal, including prospect prioritization and securing new clients., • Cultivate and maintain strong client relationships while overseeing the development of proposals and contracts., • Lead client interviews and direct contract negotiations, ensuring strategic alignment., • Alignment with Pfluger’s purpose of “inspiring people to create a more meaningful human experience,” with a commitment to continuous learning and improvement., • Proven leadership success in managing teams, delivering high-quality craft and products, and driving business development., • Passionate advocate for innovative design, exceeding client expectations, and embodying core values in decision-making., • High integrity, accountability, and exceptional communication skills., • Expertise in designing learning environments with general knowledge of REVIT and enthusiasm for generative design., • ERP system knowledge preferred, or a strong systems-oriented mindset., • Professional degree in Architecture is required., • Licensed/Registered Architect is required.

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact Account Executive to join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job DescriptionYou could work anywhere. Why Jerry.ai? * Join a Forbes Top Startup Employer with $240M in funding and 60X revenue growth in 6 years. * Partner directly with a co-founder and collaborate with teammates from McKinsey, Bain, BCG, Nvidia, Amazon, NerdWallet, and more. * Thrive in a true meritocracy—we promote based on performance, not tenure. * Accelerate your legal career at the intersection of law, business, and technology, with responsibility and exposure you won’t get in Big Law. About the Opportunity We’re looking for a Legal Counsel with 1-3 years of experience to join our growing legal team. In this role, you’ll support and advise across a wide range of legal and business matters, including commercial contracts, regulatory compliance, and risk management. From day one, you’ll be embedded in the business—working directly with executives, product leaders, and external partners. You’ll see the immediate impact of your work, gain a seat at the table in strategic conversations, and own projects end-to-end. If you’re resourceful, business-minded, and eager to accelerate your career in a fast-scaling, high-growth environment, we’d love to hear from you. This is a fully remote full-time role with options to work onsite (we have offices in Palo Alto, Toronto, and New York). What You’ll Do * Negotiate, draft, and review a wide variety of commercial agreements, including partnership, technology, marketing, and vendor contracts, ensuring they align with the Company’s goals and risk tolerance. * Rapidly identify and analyze legal and business risks in contracts and propose creative, practical solutions to get deals done. * Be as a trusted advisor to internal business clients, translating complex legal concepts into clear, actionable advice for non-lawyers. * Work cross-functionally with product, marketing, and operations to anticipate legal issues in new initiatives and launches. * Develop and implement scalable legal processes, playbooks, and templates that will shape how Jerry manages contracts as we grow. * Manage a high volume of contracts and legal requests in a fast-paced environment with tight deadlines. Who You Are * JD or LLM from an accredited law school; strong academic record. * Admitted to the bar of at least one U.S. state. * 1–3 years of experience in commercial law, ideally with exposure to financial services, fintech or insurance (either law firm or in-house). * Experience negotiating, drafting, and reviewing commercial agreements, preferably vendor and partnership contracts. * Business-oriented problem solver with a practical, hands-on approach. * Exceptional attention to detail and organizational skills. * Thrives in a fast-paced, high-growth environment with a strong sense of ownership. While we appreciate your interest and application, only applicants under consideration will be contacted. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai: Jerry.ai is America’s first and only super app to radically simplify car ownership. We are redefining how people manage owning a car, one of their most expensive and time-consuming assets. Backed by artificial intelligence and machine learning, Jerry.ai simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. We spend every day innovating and improving our AI-powered app to provide the best possible experience for our customers. From car insurance and financing to maintenance and safety, Jerry.ai does it all. We are the #1 rated and most downloaded app in our category with a 4.7 star rating in the App Store. We have more than 5 million customers — and we’re just getting started. Jerry.ai was founded in 2017 by serial entrepreneurs and has raised more than $240 million in financing. Join our team and work with passionate, curious and egoless people who love solving real-world problems. Help us build a revolutionary product that’s disrupting a massive market. Compensation Range: $90K - $160K

Job DescriptionAbout Logistis for Designers At Logistis for Designers, we specialize in empowering creative entrepreneurs by providing tailored financial services that help design businesses thrive. We believe that numbers don’t have to be intimidating — especially when you have a friendly, knowledgeable team by your side. Our mission is to simplify financial management so designers can focus on what they do best: creating beautiful spaces, products, and experiences. Position Overview As a Client Manager at Logistis for Designers, you’re more than just a financial liaison — you act as an extension of each client’s design team. You genuinely care about your clients' businesses as if they were your own, investing time and energy to help them succeed. You thrive on human connection, love hopping on Zoom calls, and are passionate about helping designers better understand their numbers and grow confidently. In this role, you will manage a team of bookkeepers, ensuring that all client work is completed accurately and on time. While you won’t be performing the bookkeeping yourself, you will review, approve, and validate all financials and reports before they are delivered to clients — ensuring they make sense, are error-free, and meet our high standards. As an advanced accountant, you’ll also serve as the go-to expert for complex accounting questions from both your team and clients. You provide guidance, solve problems, and ensure financial integrity across all deliverables. In addition to overseeing financial operations, you will be responsible for identifying and recommending opportunities to upsell our services to existing clients based on their evolving business needs. This consultative approach ensures clients receive the support they need while contributing to overall company growth. Your mission is to provide an outstanding client experience by overseeing the production process, maintaining financial accuracy, and translating complex data into clear, actionable insights for your clients. Key ResponsibilitiesTeam Leadership & Financial Oversight * Manage a team of bookkeepers, ensuring client work is completed accurately, efficiently, and on schedule. * Act as the final reviewer — you don’t do the bookkeeping, but you ensure it’s correct, logical, and client-ready. * Review and approve all financials and reports before they are presented to clients, guaranteeing accuracy, clarity, and consistency. * Provide mentorship and guidance to bookkeepers, fostering a culture of quality and continuous improvement. * Address and resolve any discrepancies or issues identified in bookkeeping outputs. * Ensure workflows in Karbon are properly managed and team communications remain timely. Advanced Accounting Expertise * Leverage your advanced accounting knowledge to answer complex accounting questions from your production team and clients. * Serve as the internal authority on nuanced accounting matters related to creative businesses. * Offer strategic financial advice, ensuring compliance with best practices and industry standards. * Troubleshoot and resolve accounting challenges with confidence. Client Relationship Management * Build and nurture strong relationships by serving as a trusted advisor and extension of each client’s design team. * Care deeply about your clients' businesses — treating them like your own and proactively supporting their success. * Lead monthly client calls, simplifying financial concepts and providing actionable insights. * Identify opportunities to enhance services as clients' businesses evolve. * Upsell additional services where appropriate, ensuring clients receive tailored support to meet their current and future needs. * Maintain an open communication style — never hiding behind emails — and prioritize personal engagement through Zoom or phone. Strategic Support & Advisory * Monitor client financial health and offer proactive recommendations, especially when key metrics such as gross profit margin or net income indicate concerns. * Provide clients with practical tips and best practices for running a profitable design business. * Act as a support system for designers navigating daily business operations. Who You Are * Experienced Leader: You have experience managing accounting or bookkeeping teams and ensuring high-quality deliverables. * Advanced Accountant: You possess strong technical accounting skills and confidently address complex financial questions. * Quality Controller: You excel at reviewing work, spotting inconsistencies, and ensuring every deliverable is accurate and polished. * Communicator at Heart: You thrive in client-facing roles and enjoy building lasting relationships. * Proactive & Solution-Oriented: You anticipate challenges and resolve them before they escalate. * Educator & Advisor: You simplify complex financial information for clients and mentor internal teams. * Organized & Detail-Oriented: You manage multiple priorities seamlessly, keeping both clients and teams on track. * Team Player & Leader: You collaborate effectively while guiding your team to success. * Humble & Direct: You know when to listen and when to provide clear, confident direction. Qualifications * Proven experience managing bookkeeping or accounting teams. * Strong advanced accounting knowledge with the ability to address complex financial scenarios. * Experience in client management, account management, or a similar client-facing role (preferably in accounting, financial services, or professional services). * Deep understanding of financial statements, bookkeeping processes, and profitability metrics. * Excellent communication, leadership, and interpersonal skills. * Familiarity with Karbon or similar workflow/project management tools is a plus. * Passion for working with creative professionals, especially within the design industry. * Ability to work independently in a remote environment while staying highly collaborative. Why Join Logistis for Designers? We offer a comprehensive benefits package designed to support your well-being and professional growth: * Fully Remote Work Environment * Competitive Salary: $70,000 – $75,000 USD per year, based on experience * Health Insurance, dental and vision plan * 401(k) Plan - no matching just access to account * Paid Time Off & Holidays * Manager’s Unlimited PTO Policy * Remote Office Setup Stipend ($300) * Monthly Internet & Phone Stipend * No Weekends * Growth Opportunities

Job DescriptionCompany Description A Place for Mom is the leading online resource connecting families searching for senior care with a team of expert advisors providing insight-driven, personalized solutions. As the nation’s largest senior care advisory service, A Place for Mom helps hundreds of thousands of families every year navigate the complexities of finding the right senior care solution for their loved ones across home care, independent living, memory care, assisted living, and more. Established in 2000 as a family business, A Place for Mom employees are deeply committed to the company mission to enable caregivers to make the best senior care decisions. A Place for Mom fosters, cultivates, and preserves a culture of diversity, equity, and inclusion. Our employees live the company values every day: • Mission Over Me: We find purpose in helping caregivers and their senior loved ones while approaching our work with empathy., • Do Hard Things: We are energized by solving challenging problems and see it as an opportunity to grow., • Drive Outcomes as a Team: We each own the outcome but can only achieve it as a team., • Win The Right Way: We see organizational integrity as the foundation for how we operate., • Embrace Change: We innovate and constantly evolve.Job Description Exciting opportunity to join the A Place for Mom team as an outside sales Healthcare Account Executive. You will be the face of A Place for Mom with the hospitals and skilled nursing facilities in your territory and the families being discharged from the facilities as we grow the business. You are responsible for driving lead generation and move-ins to communities from your book of accounts. You are hungry, excited to build relationships with healthcare professionals, and persistent in finding the most effective approaches to grow each account in order to help more families find the care they need. What You Will Do • Work in a fast-paced, growing industry to help families and professional referral sources with seniors urgently needing to be discharged into a community meeting their needs or with a home care agency as they transition out of a hospital or skilled nursing facility, • Deliver on your target quota of families selecting a senior care option each month by generating daily qualified patient referrals from your assigned market plan accounts, • Currently maintains a portfolio of clients (social worker, case managers, and discharger planners) specifically in hospitals and skilled nursing centers within this open territory, • Develop, own, and grow your book of accounts to increase referral volume in your territory, • Cultivate new contacts within each account through networking, cold calls, and service presentations, following up with each referral source on discharge outcomes to reinforce the value A Place for Mom delivers, • Educate families on their care options and how they will work with you and a Healthcare Senior Living Advisor to find the right senior living option as they are discharged, • Work with your partner Healthcare Senior Living Advisors to deliver on your target quota of families in moving into a community or hiring in home care, • Leverage and analyze reports in our CRM and internal structure to develop and manage your pipeline, • Pilot new initiatives, tests, and processes (e.g., account scoring, CRM changes) in your territory and provide feedback to improve the tools and resources at your disposalQualifications, • Bachelor’s degree preferred, • 3-5 years of outside sales experience as an individual contributor with exceptional prospecting and lead generation abilities, • Knowledge of the Senior Living Industry, • Hospital/skilled nursing facility sales experience, • Proven track record of exceeding sales quotas and collaborating with other teams to do so, • Must be relationship driven with a strategic mindset, • Successfully demonstrated experience in presenting to target customers and overcoming objections, • Thrives in a fast-paced, change infused, independent environment with a willingness to roll up your sleeves, test new processes, and get the job done, • Hungry to learn and improve with a strong competitive approach, • Expected to travel daily into the accounts in your territory during the 5-day business week (locally), • Strong communication skills with both internal and external stakeholders at all levels, • Effective time management skills, • Technologically focused and proficient in Microsoft Office, Google Sheets and a CRM (Salesforce preferred) Additional Information Schedule • You will be in the field daily, working with your Regional Director to build your account plan each week to build, nurture, and grow your accounts to deliver on your monthly targets, • Base Salary: $75,000-80,000, • On Target Earnings: $110,000-115,000+ (Uncapped), • Benefits:, • 401(k) plus match, • Dental insurance, • Health insurance, • Vision Insurance All your information will be kept confidential according to EEO guidelines. A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit . A Place for Mom has recently become aware of the fraudulent use of our name on job postings and via recruiting emails that are illegitimate and not in any way associated with us. APFM will never ask you to provide sensitive personal information as part of the recruiting process, such as your social security number; send you any unsolicited job offers or employment contracts; require any fees, payments, or access to financial accounts; and/or extend an offer without conducting an interview. If you suspect you are being scammed or have been scammed online, you may report the crime to the Federal Bureau of Investigation and obtain more information regarding online scams at the Federal Trade Commission. #LI-NL1

Job Description Decisions is a fast-growing, private-equity-backed technology company that provides an integrated workflow and rules platform for business process automation (BPA). Trusted by top Fortune 500 firms and SMBs worldwide, Decisions empowers diverse industries around the globe to streamline and improve their processes, enhancing efficiency and yielding results, regardless of technical expertise. This no-code automation platform seamlessly integrates AI tools, rules engines, and workflow management, enabling the transformation of customer experiences, modernization of legacy systems, and the achievement of automation goals three times faster than traditional software development. The Channel Sales Manager is responsible for joint go-to-market/business planning with their most strategic partners, serving as a virtual sales coach to partner salespeople, and orchestrating collaborative sales and demand generation efforts to close more deals. This role also includes analyzing market trends and tracking partner performance metrics and customer feedback to identify opportunities for improvement and innovation. Roles/Responsibilities • Drive customer value and top-line growth and achieve/exceed revenue targets by engaging and enabling an assigned group of partners; these may be transacting partners and/or other partner types tasked with enabling sales opportunities, such as referral partners and service-only partners, • Build, maintain, and strengthen relationships with C-level executives and other key personnel within the partner organizations to understand their objectives, foster collaboration and trust, and facilitate growth, • Optimize partners' and their customers' experiences and outcomes by serving as the escalation point for resolving issues and conflicts in a timely manner, • Identify, recruit, onboard, and activate qualified new partners (typically in start-up or smaller partner sales organizations, and not in larger, more mature organizations with partner development managers), • Identify and lead joint go-to-market/business planning with high-performance/high-potential partners to include sales/sales opportunities, marketing, and go-to-market strategies, programs, and offerings. Conduct Quarterly Business Reviews to measure plan progress and make any needed adjustments, • Assess, clarify, and validate partner needs and satisfaction levels, and advocate internally for corrections and improvements, • Track and analyze partner performance against KPIs to identify areas for improvement and gaps that need to be filled through new partner recruitment, • Provide partners with the resources, tools, ongoing training and coaching required to drive their preference for the company's offerings and enable them to effectively position and sell the portfolio. This includes conducting regular pipelines reviews, win/loss reviews, and upcoming contract renewal strategy sessions, • Provide actionable insights to partners and become recognized as a trusted advisor by staying informed on company announcements, industry trends, and the competitive landscape, • Conduct regular meetings with key partner stakeholders to discuss performance and company announcements, share best practices, explore new opportunities for collaboration, and gather feedback, • Oversee efforts to ensure partners are properly staffed, trained, and enabled with the right resources and tools in every relevant discipline, including sales, technical, marketing, and customer success management, • Revenue growth, • Active partner rates, • Conversion rate, • Customer satisfaction (e.g., Net Promoter Score℠, implementation satisfaction scores, initial contact resolution, customer churn), • Partner engagement (e.g., certifications earned, MDF ROI, and incentives participation), • Forecast accuracy, • Partner satisfaction, • Pipeline activity (e.g., pipeline value, opportunities per partner, number/percentage of partners with active pipelines), • Portfolio adoption, • Minimum of five years of experience in partner development, partner management, and partner sales, • Minimum of three years of B2B direct sales experience with the same types of products/services/technology; sales management experience preferred, • Preferred experience with Healthcare, Fintech OR Insurance industry, • Proven track record of winning strategic deals, customer acquisition with partners, and growing partner revenue, • Expertise in collaborative selling, sales, and the B2B customer lifecycle, • Skilled in demand generation, financial acumen, and partner business models, partnership management, legalities, and partner programs, • Knowledgeable in supply chain dynamics and operational efficiencies, • Accountable, proactive, and results-driven in achieving business goals, • Adaptable and resourceful, excelling in dynamic environments, • Collaborative and customer-centric, fostering strong relationship

Job Description Samsung SDS America is seeking for an Presales Solution Consultant to drive the presales efforts and adoption of our next-generation AI-Driven eProcurement SaaS solution Caidentia. In this role, you will shape the success of our SRM solution helping businesses revolutionize their supplier relationship management, especially procurement processes and achieve unprecedented efficiency and growth. This is a unique opportunity to be part of a new global business initiative, merging the entrepreneurial drive of a startup with the solid foundation of Samsung SDS America. The successful candidate has a blend of technical expertise, industry acumen, and outstanding communication skills to engage with prospective clients, understand their business needs and technical requirements, and effectively demonstrate how the SRM solution can address their specific challenges around SRM. The SRM Pre-Sales Solution Consultant will collaborate with partners and act as a technical expert to support the entire sales process. The ability to connect technology with measurable business value is critical and you should have a demonstrated ability to think strategically about business, products, and technical challenges. Samsung SDS is the digital arm of the Samsung group and a global provider of cloud and digital transformation innovations. Samsung SDS delivers enterprise-grade solutions and services in cloud, secure mobility, analytics/ AI, digital marketing and digital workspace. Samsung SDS enables customers in government, financial services, healthcare, and other industries to drive business in a hyper-connected economy to increase productivity, safeguard assets, and make smarter decisions. Location: This is a 100% remote role based in the US. Business travel is required up to 40%. Responsibilities: • Act as a trusted advisor by understating the customer’s long term goals., • Work closely with customers to understand their requirements, scope projects and conduct product demonstrations., • Articulate technical concepts to all audiences, including C-level executives and customers., • Create compelling business solution strategy and roadmaps., • Complete required pre-sales documentation (configurations, services, proposals, presentations, justifications, etc.) ., • Develop services scope, level of effort, and SOWs aligning to customer's required outcomes, • Play a key role between Sales and Delivery in ensuring a smooth project execution and successful implementation., • Partner with our product team to continuously improve our offerings based on market demands, technology advancement, and client innovation., • Research new solutions and develop collateral for field enablement and customer facing use cases., • Bachelor Degree in Computer Science, Engineering preferred or related degree required, • 8 years of SaaS sales experience in technical sales or pre-sales roles within the SCM or SRM space, • Strong background in business applications, preferably SCM and SRM., • Strong understand of direct procurement space is preferred., • Strong knowledge of the supplier management, procurement processes, and supply chain dynamics., • Excellent customer relationship management skills, including effective oral and written communications., • Demonstrated ability to articulate complex ideas in a simple and understandable manner., • Experience communicating across technical and non-technical audiences., • Outstanding problem solving and analytical skills, including ability to build clear observations, analysis and conclusions based on customer interviews and data., • Demonstrated ability to adapt to new technologies and learn quickly., • Flexibility to travel up to 40% of the time., • Eligibility to work in the US for any employer without restrictions. Samsung SDSA offers a comprehensive suite of programs to support our employees: • Top-notch medical, dental, vision and prescription coverage, • Wellness program, • Parental leave, • 401K match and savings plan, • Flexible spending accounts, • Life insurance, • Paid Holidays, • Paid Time off We are committed to providing reasonable accommodations to participate in the job application or interview process for candidates with disabilities. If you need assistance and/or a reasonable accommodation, please send your request to this e-mail.

Job Description Are you looking for an exciting opportunity working for a Global Technology Leader? At Aviat Networks, we take great pride in hiring a workforce that is committed to supporting and strengthening our values and attributes. If you are a results-oriented, customer centric and innovative thinker who also takes pride in personal and professional integrity, Aviat Networks is the ideal next step in your career. We are looking for people who love to solve problems, enjoy change, and know how to have fun so come and join a dynamic team that strives to bring communications to the world. Aviat Networks is the world’s largest independent supplier of wireless transmission systems. We are recognized worldwide for cutting-edge 5G, backhaul, networking solutions and services. Customers in more than 135 countries depend on Aviat Networks to build, expand, and upgrade their voice, data, and video solutions About the Role: The VP of FP&A will lead the global financial forecasting, development and execution of the company’s annual operating plan and strategic analysis functions. This role is critical in driving data-driven decision-making, optimizing financial performance, and supporting long-term strategic initiatives across all regions. The ideal candidate will bring a global mindset, strong leadership skills, and deep financial expertise to guide a high-performing, geographically distributed team. Responsibilities: • Forecasting Leadership: Spearhead Aviat’s short- and long-term financial forecasting, ensuring accuracy, agility, and strategic alignment., • Annual Operating Plan Ownership: Lead the development and execution of Aviat’s annual operating plan, managing timelines, deliverables, and financial outcomes., • Strategic Planning Partnership: Collaborate with Aviat’s executive leadership to shape and drive a comprehensive three-year strategic and financial roadmap., • Financial Reporting & Compliance: Partner with the Controllership team to oversee quarterly close processes, financial reporting, and SEC disclosures with precision and compliance., • Investor Relations Collaboration: Work closely with the Investor Relations team to craft compelling earnings call narratives and key messaging., • Global Team Leadership: Manage and inspire a high-performing, globally distributed team of 10+ finance professionals., • Revenue Growth Enablement: Partner with regional sales and operations leaders to drive intra-quarter execution and accelerate revenue growth., • Sales Incentive Strategy: Collaborate with the Global Head of HR to design and administer effective sales incentive plans., • Board Engagement: Serve as a strategic advisor to the CFO in board reporting and presentation preparation, actively contributing to board-level discussions., • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)., • Approximately 15 years of progressive experience in finance, with increasing scope and responsibility., • Proven track record of leading and motivating large, global and diverse teams., • Strong operational finance background, spanning both commercial and supply chain domains., • Exceptional collaboration skills, with experience navigating matrixed organizational structures., • Comfortable working across global time zones and cultures., • Prior experience in a publicly traded company environment. Aviat Networks provides equal employment opportunity for all applicants and employees. The Company does not discriminate against applicants or employees on the basis of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran or military status, disability or any other legally recognized protected basis under federal, state or local law. Aviat Networks offers a competitive benefits package. Apply NOW to learn more! For positions in California, Colorado, or New York City you may contact us at for the salary range for this position (include the exact Job Title as it reads above).

Job Description ADMISSIONS ADVISOR Full Time – Monday-Friday (9-6 or 10-7), occasional Saturday (on campus) Love meeting new people? Do you want to guide individuals towards finding a new career through education? Would you like to be a part of an established company that currently has the most allied health graduates in the state of Texas? Welcome to the College of Health Care Professions! We are seeking an Admissions Advisor to become an integral part of our enrollment team! This fast-paced role is within a dynamic, high-performing and collaborative team - working on campus to provide guidance and assistance to prospective students on matters related to the admissions process, career matching, and enrollment. You will take charge of implementing the vision, mission, and core values established by CHCP. Responsibilities: • Make and receive outbound and inbound calls to make connections with prospective students, bringing awareness of CHCP’s offerings and how they may positively impact someone’s life!, • Schedule and conduct daily interviews, campus tours, arrange for entrance assessment completion, introduce to financial aid, and review appropriateness of candidates for admission based upon career goal compatibility, • Accurately and completely explain our health care educational programs, expected outcomes, and student services to students, parents, and other support systems, • Use proven and effective tools and resources (phone and interview guide, marketing collateral, etc.) while following national and state rules and regulations in an effort to get to know a prospect’s goals, • Attend online and on campus new hire training as well as participate in continuous training over the course of your career at CHCP, • Know the monthly start cycle, enrollment goals, program product knowledge, entrance requirements, and policies related to enrolling qualified students, • Participate in appropriate recruitment and enrollment activities including: open houses, local presentations, training sessions, orientation programs, career days, graduation, etc., • Ask new students who else could benefit from a career education to generate referrals and personally developed leads, • Accurately forecast projected new students with Director of Admissions or campus management to assist with educational outcomes, • Stay in contact with your new students, conducting follow-up meetings with all applicants to ensure their success., • Become a registered Admission Representative through the Texas Workforce Commission, • Be a team player who is excited to work at CHCP- voted a Top Workplace for 8 years in a row!, • Excellent written and verbal communication skills., • Energetic and outgoing communication with a knack for getting to know people., • Have a strong sense of ethics and be compliance driven, • Superior organizational and problem resolution skills., • 0-1 year experience in admissions recruitment or relevant sales experience., • Possess a sincere interest in helping others achieve personal life goals.

Job Description About LeafHouse: We provide 3(38) and 3(21) discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients. Associate Sales Director Job Description: In the Retirement Plan Associate Sales Director Role within LeafHouse, you’ll work with our sales directors, executive leadership, and investment team to help meet the needs of our advisor, wholesaler and plan sponsor prospects and opportunities. You’ll have immediate impact on helping LeafHouse exceed sales goals. You will master sales stories for the products and services offered through LeafHouse and our affiliates. Roles/Duties: • Engage in proactive follow-up on sales efforts with partner advisor, consultants and recordkeepers., • Provide excellent product and service representation and support the sales directors in engaging financial advisors, wholesalers, and existing clients on LeafHouse products and services., • Drive communication with prospective and loyal clients regarding investment management, investment scoring and fiduciary services, HSA, and IRA Rollover solutions., • Partner with sales directors and the investment committee on advisor opportunities, institutional proposals, and ongoing services of our top client partnerships., • Use industry knowledge to help design solutions and discuss our services and related offerings with advisors. Qualifications: • Bachelor's degree or three years of equivalent experience., • 1-3 years of industry-related experience required., • Strong preference towards investment knowledge and experience., • FINRA licensing required including series 65 within 90 days of employment., • Familiarity with the qualified plan market and or internal sales experience a plus., • CFP, QRPC, or related retirement designations are a plus. Benefits: • 401(k) available with company match, • Most medical, dental, and vision health coverage policies available for employees are covered by the company, • Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company, • Generous paid time off policy Powered by JazzHR FflB19aAsg

Job Description Overview Enhance Your Sales Career with American Residential Services! Join the largest residential home services provider in the US, boasting a team of over 7,000 professionals nationwide. With over 45 years of excellence since 1975, American Residential Services (ARS) has been dedicated to delivering top-notch HVAC, Plumbing, and Electrical solutions to homeowners across the country. Elevate Your Sales Potential as a Sales Lead Generator! Are you a natural sales enthusiast? Are you driven by financial success? Are you seeking a clear career trajectory? Your search ends here! We'll provide you with the necessary training for success as a Sales Lead Generator. In addition, this position has room for growth with continued learning and a career path into the Sales Advisor role. Benefits: • Access to insurance available at 31 days of employment, • Low-cost Medical Insurance options, starting at $5 per week, • Dental and Vision Insurance options, • Health Savings Account or Flexible Spending Account, • 401(k) with company match, • Paid Time Off & Holiday Pay, • Company-paid life insurance Responsibilities As a Sales Lead Generator, you'll collaborate closely with our esteemed National Big Box Retail Home Improvement Store personnel. The primary object of this role is to engage customers in conversations regarding heating and cooling enhancements, air quality enhancements and energy conservation. Your goal is to promote home performance tune-ups and schedule business leads for free, in-home consultations. Our proficient industry sales experts will handle the rest! Pay: • Hourly rate of $18 - $20 per hour PLUS commission pay., • Average hourly earnings of $20-30/hr after commissions., • Part-time and Full-time opportunities available., • Thursday through Sunday shifts., • Hours may vary, but typically are from 10:00 am -7:00 pm or 9:00 am to 7:00 pm, • Weekly in-office meetings are required. Qualifications • Ability to work independently in a retail environment., • Willingness to approach, speak and engage with customers., • Sales experience is preferred, but a vibrant personality can compensate., • Driven personality with an internal competitive spirit to exceed goals., • Willingness to work weekend, high-volume, retail hours. Some holidays required., • Ability to stand/walk during shift duration., • Responsibility to represent the ARS brand with a clean appearance., • Reliable transportation. *This posting provides details on potential compensation ranges and possibilities. These amounts are not guaranteed and should in no way be construed as an offer. **Sign-On Bonuses may be available; amounts are depending on experience and will be paid out according to an offer letter addendum. American Residential Services provides equal employment opportunities to all individuals, both applicants and employees, without regard to race, color, religion, pregnancy, gender, marital status, national origin or ancestry, citizenship status, disability, medical condition, genetic characteristics or genetic information, age, military service or veteran status, or any other characteristic protected by applicable federal, state, or local laws prohibiting discrimination. For more information about how we collect and use personal information, see our privacy policy here: .

Job Description About the Role: This is a role for the advisor who thrives in complexity and brings structure to chaos. As Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families to provide integrated, high-impact solutions across tax, financial, operational, and investment landscapes. You’ll lead a sharp, multidisciplinary team that functions as the strategic backbone to our client relationships—helping families translate goals into action, manage sophisticated deal flow, and execute planning with precision. This is a senior seat with room for meaningful influence. What You'll Lead Tax & Financial Strategy • Develop and oversee tax-optimized wealth and income strategies., • Lead advanced cash flow modeling to inform near-term planning and long-term capital allocation., • Guide due diligence for private equity, venture capital, and direct investments., • Evaluate structures, risks, and alignment with the family’s overarching financial architecture., • Advise business-owning families on performance, structure, and exit readiness., • Drive strategic planning for operating companies, special projects, and family enterprises., • Manage a team of strategic consultants and analysts—delivering clear, consistent client value., • Maintain accountability across workflows, deliverables, and relationship health. Depth of Experience • 10+ years in UHNW tax planning, financial consulting, or advisory roles., • Exposure to deal structuring, due diligence, or business strategy is critical., • Bachelor’s in Finance, Accounting, or a related field required; advanced degree preferred., • CPA, CFA, JD, or MBA credentials are a strong plus., • You know how to lead conversations in the boardroom and the family office., • You're comfortable managing others and setting a standard of excellence., • Intellectually Rigorous Work – Dive into complex financial systems and strategic planning that matter., • Elite Clients & Challenges – Collaborate with founders, operators, and global families making consequential decisions., • Leadership Opportunity – Guide a talented team, contribute to firm strategy, and shape client outcomes., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service

Job Description At Varicent, we're not just transforming the Sales Performance Management (SPM) market—we're redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here's why you'll thrive at Varicent: • Innovate with Purpose: Build impactful solutions for customers worldwide., • Join Excellence: Work in a diverse, collaborative, and innovative team., • Shape the Future: Lead in redefining revenue optimization. What You'll Do: • Discovery: Perform detailed discovery for sales opportunities to qualify and scope prospect/client needs, challenges and requirements, determine product fit, and identify areas where Varicent can deliver differentiated value, • Accurately qualify the technical fit of each opportunity, and partner with Sales Reps in overall sales qualification, • Engage in effective discovery through listening, curiosity, and open-ended questions, • Uncover root cause issues and quantified implications of customer challenges/objectives, • Regularly query prospects in single-product opportunities about other portfolio solutions to expand the potential opportunity, • Demos & Proof of Concepts: Leverage your domain expertise and understanding of Sales Planning and Incentive Compensation solutions and best practices to lead client engagements with your sales counterparts and demonstrate value to win business, • Configure and deliver compelling best-in class prospect/client presentations and demonstrations of the Varicent suite of applications that are tailored to meet specific client requirements and business needs, without additional presales support, • Effectively lead and manage complex proof-of-concepts, hands-on workshops and scalability tests, • Establish credibility as the technical expert and trusted advisor with prospects/clients, • Anticipate technical hurdles, develop a plan to address them, and lead the resolution, • Understand and leverage technical and other differentiators to win against the competition, • Effectively manage third party and partner integrated demos as part of the sales engagement where appropriate, • RFPs/RFIs, • Complete functional and technical requirements in RFPs accurately and on time, • Shape prospect RFPs in our favor by consulting with prospects on what to include in RFPs, and identifying and explicitly calling out competitive differentiators and gaps in responses., • Product Expertise, • Have a comprehensive functional understanding of Varicent core product capabilities, • Consistently leverage new features in product positioning, demos, and reference competitive differentiation, • Knowledgeable on 3-6 month roadmap(s) to leverage during sales opportunities where appropriate, • Proficient in all Solutions: Can deliver a high-level platform demo, and full standalone intro demos for all products., • Technical Expertise, • Deliver technical overview presentations to IT/technical audiences, without additional support, covering architecture, integration, security, and performance aspects of the SaaS platform., • Domain Expertise, • Deep understanding of Sales Performance Management (SPM) concepts, processes, and best practices, particularly in Sales Planning, Territory Management, and Quota Planning., • Proven knowledge of territory design and optimization, including methodologies for balancing workload, white space analysis, and account segmentation., • Familiarity with quota setting methodologies, such as top-down, bottom-up, historical-based, and capacity-based approaches., • Experience working with Sales Operations, Revenue Operations, or Incentive Compensation teams in an advisory, technical, or implementation capacity., • Strong understanding of go-to-market (GTM) planning, sales capacity modeling, and coverage modeling strategies., • Ability to translate complex sales planning requirements into technical solutions and articulate value to both business and technical stakeholders., • Experience with data integration and transformation as it relates to CRM (e.g., Salesforce), HRIS, and ERP systems to support territory and quota planning processes., • Familiarity with change management and adoption best practices in rolling out new planning processes or technologies to sales organizations., • Knowledge of SaaS delivery models and experience supporting enterprise software pre-sales cycles, particularly in the sales performance or planning space., • Awareness of industry-specific sales planning challenges (e.g., tech, pharma, manufacturing, etc.) and how SPM solutions can be tailored accordingly., • Demonstrated experience or familiarity with at least one leading Sales Planning / SPM platform, such as:, • Anaplan (Sales Planning, Connected Planning), • Pigment (Sales Capacity and Planning use cases), • SAP CallidusCloud (now part of SAP Commissions and SAP Territory and Quota), • Varicent (Sales Planning, Incentive Compensation), • Xactly (Align, Incent, Sales Planning), • Industry Expertise, • Proficient in complex industries like Insurance and Financial Services, Medical Devices, Pharma: Has sufficient industry-specific knowledge to deliver compelling, industry-specific messaging that resonates across our focus verticals, demonstrating a deep understanding of unique challenges and value drivers within each industry, • Collaborate with leadership to refine strategy, use cases, and best practices for focus verticals, • Customer Engagement, • Develop lasting client relationships and help the company drive reference calls, client speakers, and event attendance, • Consistently identify and build technical champions during the sales process, • Be comfortable and proficient presenting to varied and mixed technical and non-technical audiences, from end users to C-Level executives, • Collaborate with senior executives to drive alignment, and deliver compelling Executive Demos, • Act as a trusted advisor to strategic clients, providing long-term guidance to maximize platform adoption and business impact, • Contributions to Team Enablement & Support, • Is a Team Player: Shares best practices and answers peer questions, • Collaborate with teammates: Steps in to help with deals when needed, • Contribute to team enablement and onboarding new hires, including acting as a mentor and coach to new Solution Consultants, • Contributions to Team Assets, • Demo Model Contributions - Ideation & Strategy: contribute new ideas to improve standard demoware, • Demo Model Contributions – Testing: participate in testing newly added content to standard demoware to accelerate roll-out, • Contribute to RFP Library reviews to ensure responses are accurate and up-to-date, and add new question/answer pairs if not already present in the RFP Library, • Cross-Functional Collaboration & Support, • Marketing Support: Represent Varicent in a professional manner on Webinars, at Conferences and industry events, and for Analyst Reports, as needed., • Thought Leadership: Deliver at least one conference/SKO session/presentation/webinar per year., • Product Support: Liaise with Product Management and Engineering teams to advocate for feature enhancements based on prospect & client feedback and evolving industry requirements, • Channels: Work with the Channels team on Partner enablement and co-selling initiatives as needed, • Post-Sales: Support client onboarding efforts by ensuring technical alignment and knowledge transfer from the presales process to implementation teams/partners, • Day to Day Responsibilities, • Execute responsibilities required during each step of the sales process with professionalism and diligence, • Team Meetings: Contribute to team discussions and learning, • Bring a positive attitude focuses on problem-solving and making the complex possible, • 5+ years of technical software sales experience in Enterprise SaaS markets with prior experience of consultative selling to senior leaders and business users strongly preferred, • Excellent presentation and interpersonal communications skills with the ability to understand complicated operations and clearly articulate relevant and differentiated business value, • Proficiency in multiple languages is a plus, • Experience in creating, developing and managing executive business relationships, • Self-motivated and energetic with a positive attitude and desire to learn and grow professionally, • Demonstrated track record of meeting quota and effectively managing all technical aspects of Enterprise sales transactions from start to close, • Coachable and team-oriented with a desire to work in a fast-paced, independent environment, • Team player proactively sharing and documenting knowledge with the wider Technical Sales and Sales team through best practices, available demo assets, customer stories and experiences, • Working knowledge of SaaS software applications, previous experience in the Sales Performance Management SaaS industry is a plus, • Good understanding of relational databases and REST API concepts Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact

Position: Sales Arborist Location: Dallas, TX Compensation: $75,000-$125,000 salary draw, with uncapped commission potential Sign-On Bonus: $3,500 USD What We Offer At SavATree, your success is our priority. Here’s how we invest in you: • Compensation: Minimum guarantee plus unlimited commission potential, with most Sales Arborists earning more than $130,000 annually. Total compensation typically ranges from $50,000 to $250,000+ based on territory performance., • Benefits: Health, dental, vision, life, and disability insurance, plus a 401(k) with company match., • Time Off: Time-off to support your work/life balance, • Training & Development: Comprehensive sales, leadership, and technical training. Financial support for becoming an ISA Certified Arborist., • Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities. We offer comprehensive sales, leadership, and job-specific training and development opportunities. We will support your continuing education in the industry, including financial support in becoming an ISA Certified Arborist. You’ll work alongside some of the best trained and equipped teams in the industry, with an emphasis on quality and safety. We’re collaborative, so you’ll have the ability to connect and share knowledge with experts in the field and have some fun along the way. Most importantly, you will learn every day while taking care of the environment and making a positive impact for the trees and plants you serve. About the Role As a Sales Arborist, you will be the trusted advisor to property owners, ensuring the health and safety of their trees, plants, and landscapes. In this role, you will: • Develop and grow your assigned territory by building long-term relationships with clients and prospects., • Diagnose and monitor landscapes, provide expert recommendations, and prepare estimates for services., • Coordinate with crews, oversee project execution, and ensure customer satisfaction., • Network, generate referrals, and create new business opportunities. SavATree was created 45 years ago with a singular purpose to save huge populations of trees threatened by the gypsy moth epidemic. Since that point, we have expanded the services that we offer and grown nationally into an amazing team of talented professionals, with diverse backgrounds, who have built extraordinary careers by providing the very best Tree, Plant, and Lawn Care services to our customers. We pride ourselves on being a company rooted in the preservation and care of the plants and trees we serve versus removing them from the landscape. We value teamwork, integrity, respect, believing in making a positive impact, while rewarding our team member’s performance. This unique combination results in a caring, collaborative, and compassionate environment that is driven by a strong competitive spirit. Working at SavATree is beyond work...it’s a calling, where we make a difference in the environment every day! At SavATree, you will spend your time learning, collaborating, having fun, and taking pride in the work that we do daily to support our customers and the health and wellbeing of the great outdoors. That is why we say “when you work here, you thrive here.” We are seeking individuals who wish to grow and thrive with us! About Dallas, TX Dallas offers the best of both worlds - a thriving career market and a great quality of life. With no state income tax, competitive housing options, and a cost of living that’s more affordable than many major U.S. metros, your paycheck goes further here. The city is home to vibrant arts, dining, and sports scenes, plus a world-class international airport that makes travel easy. Families enjoy top-rated schools, diverse neighborhoods, and plenty of green space, while professionals benefit from a fast-growing economy and endless networking opportunities. Whether you’re drawn to bustling city life or peaceful suburban communities, Dallas has a place to fit your lifestyle. About You Have a passion for working outdoors and making a positive impact on the environment. • Love solving customer’s problems and helping them preserve their tree, plant, and lawn care health through industry leading solutions., • Resilient and resourceful in the face of change in a fast growth company., • Motivated to learn and grow, always looking for opportunities for self-development., • Possess a high level of integrity and is obsessed with delivering on the customer promise., • Have hands-on experience, is detail oriented, enjoys technical challenges, and spending time with others. These physical demands described must be met by an employee to successfully perform the essential functions of this job. While performing the duties of the job, the employee is subject to frequently lift and/or move up to fifty (50) pounds. SavATree is an equal opportunity employer and a Drug Free Workplace

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement Assistant Manager Duties and Responsibilities • Technical Automotive Service and Mechanical Experience, • Recruit, train, and supervise retail staff, • State Vehicle Inspector a plus., • Motivate staff to meet those sales goals, • Address customer complaints and issues in a professional manner, • Handle staff conflicts, complaints, and problems, • Prepare various promotional materials and in-store displays, • Ensure compliance with various health and safety regulations, • Collaborate with the head office to ensure store location lives up to standards, • Job is 90% shop focused and 10% administrative focused.Requirements and Qualifications, • 3+ years experience working as a technician, service advisor, or in Quick Lube management., • Inspectors license a plus., • Excellent interpersonal communication capabilities, • Customer service-oriented attitude, • Confidence to lead and direct a team of associates, • Ability to stay organized and manage time effectively, • Strengths in leadership, management, team building, and problem-solving, • Capability to thrive in a fast-paced and oftentimes high-pressure environment, • Numerical and analytical knowledge to properly manage cash and financial records, • Understanding of basic business management functions, • Enthusiasm and a positive attitude, • Minimum of a high school diploma. Candidates with associate's or bachelor's degrees will be given a preference, • 3+ years of experience working in a retail environment, ideally in a supervisory role, • Proven competencies in effective communication and management, • Willingness to learn and tackle new challenges

GENERAL SUMMARY The University’s senior financial aid advisor position is responsible for all aspects of the student financing process. The individual will counsel students and their families on financial matters relating to the cost of attending the university; counsel on payment options to include federal, state, private, veterans’ education benefits, military tuition assistance, payment plans and institution aid. This position requires the individual to provide a high level of customer service by working closely with admissions, enrollment, financial aid, and finance groups to ensure that prospective and continuing students/families have a complete and comprehensive understanding of the institution, cost of attending the university and how to pay for their education. ESSENTIAL DUTIES AND RESPONSIBILITIES • Counsel students/families on available funding options in accordance to their need’s assessments, • Provide a generic overview of financial aid programs available to qualifying students, • Provide a thorough overview of financial aid and veterans’ education benefits and military tuition assistance as necessary or refer the student/family to the proper subject matter expert, • Serve as a School Certifying Official for veterans’ education benefits, including completion of required training, • Advise students/families on how to best locate information necessary to complete financial paperwork successfully and to meet any deadlines, • Guide students/families through financial aid paperwork to completion, • Counsel students on all matters related to financing their education as it relates to enrollment, satisfactory academic progress, leave of absences, etc., so that students maintain their aid, • Communicate with applicants/students/families via emails, and/or phone, • Direct students/families to proper offices for information when applicable, • Demonstrate a thorough understanding of the university as it relates to admissions, academic advising, registrar, financial aid, and enrollment so that students/families are directed to subject matter experts as appropriate, • Other duties as assigned OTHER DUTIES AND RESPONSIBILITIES May perform other duties and responsibilities that management may deem necessary from time to time. WORK LOCATION This is a campus-based position located on the Austin campus in Austin, TX. This position follows a weekly on-campus work schedule requiring three (3) days on campus. POSITION IN ORGANIZATION REPORTS TO: Director, Financial Aid POSITIONS SUPERVISED: Not applicable TECHNICAL, MANAGERIAL, and PEOPLE SKILLS REQUIRED To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Appropriate reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. EDUCATION and/or EXPERIENCE • A Bachelor’s degree or equivalent experience required and 5-7 years current experience working in a progressive financial aid office or similar offices. Master’s degree highly preferred., • Attention to detail and organizational skills are a must., • Openet, Powerfaids, NSLDS, and Datatel/Colleague experience a plus., • Excellent verbal and written communication skills required., • Ability to successfully resolve student issues from request to resolution ensuring a positive student experience., • Must be able to handle multiple tasks and priorities in a fast-paced environment. BUSINESS COMPETENCIES To perform the job successfully, an individual should demonstrate the following competencies: • Collaborates - Building partnerships and working collaboratively with others to meet shared objectives., • Being Resilient - Rebounding from setbacks and adversity when facing difficult situations., • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity., • Drives Results - Consistently achieving results, even under tough circumstances., • Innovation - Creating new and better ways for the organization to be successful., • Customer Focus - Building strong customer relationships and delivering customer-centric solutions. WORK ENVIRONMENT Work is performed primarily in a standard office environment but may involve exposure to moderate noise levels. Work involves operation of personal computer equipment for six to eight hours daily and includes physical demands associated with a traditional office setting, e.g., walking, standing, communicating, and other physical functions as necessary. Hiring Range $26.73 - $34.78 Compensation is a reasonable estimate and will be determined using the hiring range listed above and factors including, but not limited to, skillset, level of experience, education, and physical work location, to the extent consistent with applicable law. The University is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, gender identity, race, color, creed, religion, ethnicity, genetic information, national origin ancestry, disability, marital status, military status, or any other legally recognized protected basis under federal, state, or local laws, regulations, or ordinances.

We have an exciting opportunity for a Director of Practice Group Management at Eversheds Sutherland (US) LLP. We are searching for someone who wants to be a valued contributor and member of a talented and dynamic team of lawyers, paralegals and business professionals. The Director of Practice Management will be responsible for the effective oversight and management of the strategy, people, finance, and operations of their assigned practice groups (PGs). This person will do so by serving as a trusted advisor to their assigned practice group leaders (PGLs) and providing strategic analysis/consulting on a range of business topics. Success in this role will be measured by the director’s ability to ensure that their PGs operate efficiently with clear visibility of financial performance and that their PGLs are proactively provided with all necessary resources required for success. The director will deliver these results by leveraging all business services (BusSvc) resources, coordinating with the requisite department leaders within the firm. Responsibilities and Duties: Serve as Trusted Advisor: • Serve as trusted business advisor to PGL in support of PG strategy, people, finances, and operations., • Serve as PGL proxy for practice initiatives, monthly meetings, communications, expense/write down approvals., • Support the development/execution of the PG strategic plan, monitor/report progress monthly, and ensure that ongoing PG initiatives are in line with the strategic goals., • Facilitate requests/deliverables between the PGs and all BusSvc departments to ensure operational excellence., • Engage individual partners at PGL direction to deliver various data requests and to consult on firm priorities. Finance: • Provide clear visibility of financial PG performance by monitoring historical performance, analyzing trends, reporting results YTD, forecasting to EOY and making recommendations for improvement., • Drive profitability growth by providing partners with an understanding of the most important financial levers., • Resolve financial PG issues with support from the appropriate BusSvc leadership (Acctg, Fin, Bill, Coll, etc.), • Prepare financial content for monthly meetings using data from Finance and internal financial systems., • Identify those timekeepers and clients that are driving current trends and determine how to address/leverage., • Manage PG Mktg/BusDev expenses from budget creation to monthly expense approvals and reporting., • Provide ad hoc PG data analysis and recommendations as requested. Operations: • Act on behalf of the PGLs to ensure PG operations run smoothly keeping PGL involvement to a minimum., • Research, identify, develop, and manage opportunities to improve PG operations and source solutions to improve efficiency by collaborating with internal BusSvc departments or engaging external business partners., • Manage monthly meetings by scheduling time, creating agendas/PPTs, arranging guest speakers and ensuring status is reported (firm initiatives, financials, recruiting status, BusSvc updates, tech offerings, etc.), • Provide ad hoc data analysis that facilitates decision-making for PGLs., • Analyze productivity data and coordinate weekly workload reporting/assignments to ensure full PG utilization., • Actively investigate alternative legal practice technologies and processes that provide new PG efficiencies., • Ensure the PG is able to deliver industry leading project management solutions to its clients., • Encourage collaboration with other PGs and client initiatives/programs within the firm. People: • Provide support continuity and best practices training for new hires and new PGLs., • Facilitate status of new laterals between Recruiting and PGL keeping PGL involvement to a minimum., • Ensure focus is maintained on the PG promotion pipeline and current candidates., • Facilitate people issues with PGL and appropriate BusSvc leadership (ProfDev, HR, Mktg, etc.), • Investigate new talent models that are most appropriate for the PG that can improve overall leverage and profitability., • Provide orientation to all new laterals on issues related to PG (meetings, reports, resources, etc.), • Support and facilitate ongoing training and professional development of all PG lawyers., • Maintain MS Teams site so that the PG has access to all historical monthly meeting materials., • Encourage and support ongoing investments in PG culture, team building and esprit de corps. Specific Skills Required: • Thorough understanding of firm resources; techniques for compiling, analyzing, and presenting operational information, practice efficiency metrics, financial forecasts and profitability models while also understanding how to most effectively coordinate with all internal firm departments., • Strong administrative, management, and leadership capabilities, including the ability to work under limited general direction while providing operational, strategic, and tactical guidance to PGLs., • Ability to rapidly analyze issues, anticipate consequences, make decisions, and take action., • Provide visionary and strategic operational leadership coupled with technical and professional knowledge., • Extensive knowledge and expertise in all basic business functions of a law firm, including operations, process improvement, and analysis., • Ability to anticipate issues, identify alternatives, recommend and implement effective courses of action., • Ability to communicate complex information and ideas successfully and effectively to all levels of personnel, frequently without prior preparation., • Duties and responsibilities may be added, deleted, or changed at any time, formally or informally, orally or in writing, at the discretion of PGL/firm leadership. Knowledge, Skills and Abilities: • Bachelor’s degree in a business-related field from an accredited college or university is required., • At least 10 years of experience and a track record of increasing responsibilities is required - preferably with a large, multi-office law firm operating a practice group structure or within a similar professional service industry., • The ideal candidate will have advanced data analysis / financial forecasting skills, proven operational analysis acumen, solid project / program management experience, excellent communication skills, and a strong client-service focus., • Excellent interpersonal communication, written and verbal communication skills with critical thinking are required., • Demonstrated problem-solving skills in a timely manner. Ability to translate complex technical concepts for non-technical stakeholders is required., • Good customer service interaction is required., • Must be able to shift perspectives to see both the Technology Department’s and the end users’ goals and experiences., • Good judgment and ability to interact effectively with attorneys and firm personnel at all levels with a high degree of professionalism is required., • Must have the ability to lead, by example, and work with staff and Firm management in a service-oriented, team environment., • Must have the ability to prioritize and handle multiple priorities simultaneously., • Coachable, dependable, continuous learner that is excited about innovation in the legal industry., • Proactive, self-directed, and comfortable juggling multiple client relationships., • Strong attention to detail and ability to handle and prioritize multiple tasks under deadlines. This is a hybrid role and will require on-site presence 3 days per week. The salary ranges for this position vary depending on the geographic location and other factors such as experience, internal equity, market data, and job-related considerations. The range for this position is from $175,000 - $250,000, with offers contingent upon the various factors. The firm’s compensation strategy includes not just a base salary but also comprehensive benefits such as healthcare, paid time off, discretionary merit bonuses, life and disability insurance, retirement plans and tailored learning opportunities. Eversheds Sutherland (US) LLP is committed to promoting diversity and inclusion within our Firm and in the larger legal profession. We believe that diverse skills, knowledge and viewpoints make us a stronger firm. Eversheds Sutherland (US) LLP maintains a policy of affording all employees and applicants equal employment opportunities without regard to actual or perceived race, color, religion, sex (including pregnancy, childbirth, lactation and related medical conditions), sexual orientation, gender (including gender identity or expression or transgender status), national origin, age, disability, genetic information, marital or familial status, domestic violence victim status, ancestry, amnesty, citizenship status, ethnicity, military and veteran status, or any other characteristic protected by applicable law. Unlawful discrimination, harassment and retaliation will not be tolerated in any of the Firm’s offices or any other work-related setting. Qualified individuals with a disability may request a reasonable accommodation in order to apply for a position or to enable them to perform the essential functions of a position for which they are otherwise qualified. EEO.

Provide a thorough overview of financial aid and veterans education benefits and military tuition assistance as necessary or refer the student/family to the proper subject matter expert. Demonstrate a thorough understanding of the university as it relates to admissions, academic advising, registrar,

Job DescriptionAbout Us We are a veteran-led organization dedicated to serving those who’ve served. Our mission is to provide financial solutions that fill the gaps the VA may not cover—helping veterans and their families protect their futures while building rewarding careers. Position Overview As a Financial Services Advisor you’ll work directly with military families to identify their financial protection needs and connect them with tailored solutions. This is a performance-based role with full training, mentorship, and high-quality leads provided. Responsibilities • Meet with veterans and families to assess their financial needs, • Present customized solutions to protect income, assets, and loved ones, • Guide clients through the application and approval process, • Track activity goals and manage your own schedule, • Build relationships and contribute to a mission-driven team culture What We Provide • Comprehensive training and ongoing mentorship, • No-cost, high-quality leads, • Veteran-focused team support, • Advancement opportunities, including agency management and ownership track Qualifications • Self-starter with strong communication and interpersonal skills, • Driven to succeed in a performance-based environment, • Passion for serving veterans and their families, • Sales, customer service, or military background is a plus (but not required) Compensation • Commission and bonus opportunities (no base salary), • Performance-based pay with six-figure potential for top performers, • Advancement opportunities into leadership and agency management Work Location Remote – U.S. applicants only Equal Opportunity Statement CAVU is an Equal Opportunity Employer. We welcome applicants from all backgrounds and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Veterans and military spouses are encouraged to apply.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666 Meet some of our local team: Luke Borst Managing Director: • Time with NM: 10 years, • Prior Experience: Spent 5 years in business development at First National Bank of Omaha, • Passionate About: A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.Ty Terrazone Financial Advisor:, • Time with NM: 2 years, • Prior Experience: Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed, • Passionate About: Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.Brian Vrana Managing Partner:, • Time with NM: 23 years (started through the internship program in college), • Prior Experience: Farmer, • Passionate About: Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Luke Borst is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Shape Your Future – While Helping Others Shape Theirs Are you self-disciplined, coachable, and passionate about making a difference? If so, Couvillier Advisors invites you to join our mission to help families improve their financial, physical, and mental wellness — while building a rewarding career for yourself. As a Client Solutions Advisor, you’ll connect with individuals and families to understand their needs, provide tailored solutions, and help them protect and plan for their future. With a diverse portfolio of insurance products and financial services, you’ll have the tools to make a meaningful impact while achieving your own professional and financial goals. What You’ll Do * Meet with clients virtually or in person * Conduct needs analysis to identify opportunities * Recommend solutions from our portfolio, which includes: * Life, Health, Medicare, and Supplemental Insurance * Retirement Income Protection * Debt & Tax Relief Programs * Financial Counseling Services * Build long-term relationships based on trust and results What We’re Looking For * Minimum of 1 year of sales experience * Strong work ethic and drive to succeed * Ability to work independently and manage your own schedule * Self-motivated and goal-oriented mindset * Tablet or laptop with reliable internet * Life & Health insurance license or willingness to obtain one (we provide guidance) What We Offer * Excellent Earning Potential – commission-based with no income cap * Work Your Way – from home or in the field * Flexible Schedule – no required hours or quotas * Proven Sales System – with training and mentorship provided * Career Growth – advancement opportunities for top performers * Incentives – cash bonuses and dream vacations around the world Join a team where your work truly matters. If you’re ready to take control of your career, help families secure their future, and enjoy the rewards of your success, we want to hear from you. Apply today and start building your future with Couvillier Advisors!

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666 The Backbone of Our Success, Our Local Leaders: Ty Terrazone Financial Advisor: • Time with NM: 2 years, • Prior Experience: Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed, • Passionate About: Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.Luke Borst Managing Director:, • Time with NM: 10 years, • Prior Experience: Spent 5 years in business development at First National Bank of Omaha, • Passionate About: A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.Brian Vrana Managing Partner:, • Time with NM: 23 years (started through the internship program in college), • Prior Experience: Farmer, • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay current on insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.What Our Representatives Value:, • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers.Candidate Characteristics:, • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor.Benefits:, • Strong Earnings Potential: Combining first year income and unlimited upside., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k)), • Vision insurance.Education:, • Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Luke Borst is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Position Title: Financial Advisor Securities Exempt Status: Exempt (17B) Reports to: President, Southside Investment Services Location: Austin Domain Benefits: • Medical, Prescription Drugs, Dental, and Vision Insurance, • Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment, • 401(k) with a Match, • Basic, Voluntary, and Dependent Life Insurance, • Paid Time Off, • Paid Bank Holidays, • Workplace Wellness Programs, • Employee Assistance Programs Essential Functions: • Interviews and counsels customers to obtain financial background and investment goal information needed to develop a customer profile and to assist in determining appropriate investment strategies under the direction of the Financial Advisor., • Remains thoroughly informed regarding NDIP and Bank changes in services, products and policies., • Cross-sells other Bank products and services to new and existing customers to generate new business., • Supports team on operational and client related issues., • Processes new business and completes new business related functions., • Opens customer accounts, maintains customer files and records in accordance with OSJ requirements and prepares all required reports., • Maintains a current understanding of stated procedures and policies, including regulatory compliance issues., • Participates in continuing educational courses, as required, through NDIP, the Financial Advisors Manager and mutual fund, broker/dealer and insurance company wholesalers., • Maintains NDIP Investment Center and display areas and handles public relations within branch locations., • Reads and understands NDIP Compliance Manual and remains current on all communications from NDIP Compliance Department., • B.S. Degree in Finance, Accounting and/or Business-related field; and/or 5+ years related experience., • Strong interpersonal, written and verbal skills., • Exceptional organizational, analytical and critical thinking capabilities., • Strong project management skills., • Series 7 and 66 licenses required., • Previous sales and service support in a banking environment required., • Ability to build relationships with customers and Bank personnel., • Detailed oriented with excellent analytical skills., • Excellent verbal, non-verbal and interpersonal skills., • Excellent organizational & time management skills., • Excellent attitude & an extraordinary client service orientation., • Ability to handle multiple tasks & operate on tight deadlines., • Self-motivated and self-reliant with a business appearance and demeanor., • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write information and respond to questions from groups of managers, clients, customers, and the general public., • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry., • Ability to define problems: collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables., • Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc., • Must be able to remain in a stationary position 90% of the time., • The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc., • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone., • Constantly positions self to operate on a computer., • Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-MS1 Powered by JazzHR voylhmNE65

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: • How long with NM? Brian has been with Northwestern Mutual for 23 years., • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Jon Blake, Managing Director:, • Time with NM: Jon has been with Northwestern Mutual for 12 years., • Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills., • Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.Blake Watkins, Financial Advisor:, • Time with NM: Blake has been with Northwestern Mutual for 8 years., • Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth., • Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.Allison Woods, Chief Recruitment Officer:, • Time with NM: Allison has been with Northwestern Mutual for 14 years., • Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up., • Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Are you a licensed life insurance agent ready to expand your impact and elevate your career? At Texas National Financial Group (TNFG), we work with agents who’ve already built a foundation and are now looking to grow — not just in income, but in scope. Through our partnership with National Life Group, we provide the platform, mentorship, and resources to help you evolve into a full-service financial advisor. Whether your goal is to add advanced markets, integrate retirement planning, or prepare for securities registration, we help experienced professionals make that transition intentionally and with confidence. This is a strategic next step for those who want to offer more value to clients — and build a business that lasts. This role requires occasional in-office presence. Candidates must be local to Austin, TX. Compensation: $73,000 – $126,000+ Performance-based Responsibilities: WHAT YOU’LL DO: • Work your network and community to identify client needs, • Provide goal-based life insurance and protection solutions, • Deliver expert guidance through applications, underwriting, and follow-ups, • Deepen client relationships and expand into broader planning conversations, • Leverage our internal support and mentorship to grow your business, • Prepare for and pursue your securities registrations with our sponsorship YOUR CAREER ROADMAP: We help licensed professionals transition from insurance to full-service advisory: • Build on Your License – Hit the ground running with sales support and mentorship, • Sharpen Your Skills – Access coaching to elevate prospecting and closing, • Expand Your Offerings – Prepare for Series 6, 63, 65, or 7/66 with our backing, • Become an Advisor – Offer investments, retirement planning, and more, • Lead and Grow – Build your team and coach the next generation WHAT WE OFFER: • Upside commission-based compensation, • Bonus structures, team incentives, and paid training, • Sponsorship for securities exams and registrations, • Flexible work model: hybrid, remote, or in-office, • Health, dental, and retirement benefits are available, • Already licensed in life insurance (Texas or other), • Ready to level up your income, expertise, and impact, • Interested in expanding into investments and financial advisory, • Entrepreneurial with a drive for growth and long-term vision, • Looking for a team culture with strong support and flexibility About Company At Texas National Financial Group, we’re not your typical financial firm—and we don’t plan to be. We’re a mission-driven, people-first agency powered by a bold vision: to protect what matters, build meaningful wealth, and elevate the advisor experience from the inside out. With deep partnerships across insurance and investment platforms—including our strategic alliance with National Life Group—we offer the tools, mentorship, and infrastructure to help agents, advisors, and leaders grow with purpose. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter. Whether you’re here to start your path or expand your reach, TNFG is where values meet velocity—and where great advisors get better.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Recognized as a Top 40 University District within Northwestern Mutual, our office continues to lead with excellence, home to the #1 intern in the country during Summer Camp 2022 and Ty Terrazone, the #2 Financial Advisor in the Southern Region for 2024. Our culture thrives on service and connection, supporting causes close to our hearts including Dell Childrens Hospital, Alexs Lemonade Stand, and community-driven fundraisers like Raising Dough and Raising Canes events. At Greater San Marcos, we dont just plan for the future, we build it with purpose. Our thriving office is located at: 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666 Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Luke Borst Managing Director: • Time with NM: 10 years, • Prior Experience: Spent 5 years in business development at First National Bank of Omaha, • Passionate About: A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.Ty Terrazone Financial Advisor:, • Time with NM: 2 years, • Prior Experience: Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed, • Passionate About: Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.Brian Vrana Managing Partner:, • Time with NM: 23 years (started through the internship program in college), • Prior Experience: Farmer Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Luke Borst is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.