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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.

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.

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

Are you excited about building software solutions around large, complex Machine Learning (ML) and Artificial Intelligence (AI) systems? Want to help the largest global enterprises derive business value through the adoption and automation of Generative AI (GenAI)? Excited by using massive amounts of disparate data to develop AI/ML models? Eager to learn to apply AI/ML to a diverse array of enterprise use? Thrilled to be a key part of Amazon, who has been investing in Machine Learning for decades - pioneering and shaping the world’s AI technology? The Amazon Web Services Professional Services (ProServe) team is seeking a skilled ML Engineer to join our team as a Delivery Consultant at Amazon Web Services (AWS). In this role, you'll work closely with customers to design, implement, and manage AWS AI/ML and GenAI solutions that meet their technical requirements and business objectives. You'll be a key player in driving customer success through their cloud journey, providing technical expertise and best practices throughout the ML project lifecycle. You will lead customer-focused project teams as a technical leader, and perform hands-on development of ML solutions with exceptional quality Possessing a deep understanding of AWS products and services, as a Delivery Consultant you will be proficient in architecting complex, scalable, and secure AI/ML and GenAI solutions tailored to meet the specific needs of each customer. You’ll work closely with stakeholders to gather requirements, assess current infrastructure, and propose effective migration strategies to AWS. As trusted advisors to our customers, providing guidance on industry trends, emerging technologies, and innovative solutions, you will be responsible for leading the implementation process, ensuring adherence to best practices, optimizing performance, and managing risks throughout the project. The AWS Professional Services organization is a global team of experts that help customers realize their desired business outcomes when using the AWS Cloud. We work together with customer teams and the AWS Partner Network (APN) to execute enterprise cloud computing initiatives. Our team provides assistance through a collection of offerings which help customers achieve specific outcomes related to enterprise cloud adoption. We also deliver focused guidance through our global specialty practices, which cover a variety of solutions, technologies, and industries. Key job responsibilities Key job responsibilities As an experienced technology professional, you will be responsible for: 1. Leading project teams and implementing end-to-end AI/ML and GenAI projects, from understanding business needs to data preparation, model development, deployment and monitoring., 2. Designing and implementing machine learning pipelines that support high-performance, reliable, scalable, and secure ML workloads., 3. Designing scalable ML solutions and operations (MLOps) using AWS services and leveraging GenAI solutions when applicable., 4. Collaborating with cross-functional teams (Applied Science, DevOps, Data Engineering, Cloud Infrastructure, Applications) to prepare, analyze, and operationalize data and AI/ML models., 5. Serving as a trusted advisor to customers on AI/ML and GenAI solutions and cloud architectures, 6. Sharing knowledge and best practices within the organization through mentoring, training, publication, and creating reusable artifacts., 7. Ensuring solutions meet industry standards and supporting customers in advancing their AI/ML, GenAI, and cloud adoption strategies. This is a customer-facing role with potential travel to customer sites as needed. About the team About AWS: Diverse Experiences: AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job below, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying. Why AWS? Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating — that’s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Inclusive Team Culture - Here at AWS, it’s in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (diversity) conferences, inspire us to never stop embracing our uniqueness. Mentorship & Career Growth - We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. Work/Life Balance - We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there’s nothing we can’t achieve in the cloud. • 5+ years cloud architecture and implementation, • Bachelor's degree in Computer Science, Engineering, related field, or equivalent experience, • 8+ years leading technical teams and hands-on experience focused on data, software, or ML engineering, with strong understanding of distributed computing. (e.g., data pipelines, training and inference, ML infrastructure design), • 5+ years developing predictive modeling, natural language processing, and deep learning, with a proven track record of building and deploying ML models on cloud. (e.g., Amazon SageMaker or similar), • 5+ years developing with SQL, Python, and at least one additional programming language (e.g., Java, Scala, JavaScript, TypeScript). Proficient with leading ML libraries and frameworks (e.g., TensorFlow, PyTorch), • AWS experience preferred, with proficiency in a range of AWS services (e.g., SageMaker, Bedrock, EC2, ECS, EKS, OpenSearch, Step Functions, VPC, CloudFormation), • AWS Professional certifications (e.g., Solutions Architect Professional, DevOps Engineer Professional), • Experience with automation (e.g., Terraform, Python), Infrastructure as Code (e.g., CloudFormation, CDK), and Containers & CI/CD Pipelines., • Knowledge of common security and compliance standards (e.g., HIPAA, GDPR), • Strong communication skills with ability to explain complex concepts to technical and non-technical audiences with the ability to lead technical teams in customer projects, • Experience building ML pipelines with MLOps best practices, including: data preprocessing, model hosting, feature selection, hyperparameter tuning, distributed & GPU training, deployment, monitoring, and retraining, • Experience with MLOps (e.g., MLFlow, Kubeflow) and orchestration (e.g., Airflow, AWS Step Functions). Experience building applications using GenAI technologies (LLMs, Vector Stores, LangChain, Prompt Engineering) Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ___ for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $138,200/year in our lowest geographic market up to $239,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ___. This position will remain posted until filled. Applicants should apply via our internal or external career site.

Our Company: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day: As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. What you'll bring to the team...: • Build year-round client relationships, • Provide tax preparation, tax audit support and tax planning year-round, • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email), • Generate business growth, increase client retention, and offer additional products and services, • Provide clients with IRS support, • All certification levels can provide tax notice services, • Circular 230 associates can provide audit representation, • Grow your tax expertise, • 5+ years of tax experience, • Experience completing individual tax returns, • Tax planning and audit support, • Ability to effectively communicate in person and virtually, • Comfort working with virtual tools – video conferencing and chat, • Experience working in a fast-paced, supportive environment, • Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent, • Must complete continuing education requirements and meet all other IRS and applicable state requirements It would be even better if you also had...:, • CPA or Enrolled Agent certification, • Experience completing business tax returns, • Experience conducting virtual tax interviews, • Sales and/or marketing experience, • Employee Assistance Program with Health Advocate., • Wellbeing program, BetterYou, to help you build healthy habits., • Neurodiversity and caregiver support available to you and your family., • Various discounts on everyday items and services., • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. The Community You Will Join: At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you’re looking to make an impact, H&R Block is the place for you. *Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Sponsored Job: #66505

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.

AWS Global Services includes experts from across AWS who help our customers design, build, operate, and secure their cloud environments. Customers innovate with AWS Professional Services, upskill with AWS Training and Certification, optimize with AWS Support and Managed Services, and meet objectives with AWS Security Assurance Services. Our expertise and emerging technologies include AWS Partners, AWS Sovereign Cloud, AWS International Product, and the Generative AI Innovation Center. You’ll join a diverse team of technical experts in dozens of countries who help customers achieve more with the AWS cloud. The Amazon Web Services Professional Services (ProServe) Partner team is looking for an experienced Partner Leader to lead a small cohort of strategic partner relationships for AWS Professional Services. You'll drive transformative IT projects for customer, focusing on IT Strategy, distributed architecture, and hybrid cloud operations, scaling through our ProServe Partner network. The PPL is a trusted advisor who collaborates with ProServe sales and delivery teams to ensure sellers are working backwards from our partners, customers and proposing solutions that optimize the delivery of customer business outcomes. PPLs support partner, and customer relationship management while enabling sellers to lead partner included sales activity ensuring customer satisfaction for a defined set of partners and customers. PPSMs are primarily focused on delivering outcomes through their teams, removing roadblocks, and ensuring their partners, and teams have the tools and support to achieve their goals. Your experience gained within the technology sector (and partner ecosystem), will equip you with the ability to translate technical concepts into business value for customers. You will demonstrate proficiency in sales methodologies and CRM systems coupled with strong analytical, problem-solving, and project management abilities. PPLs will be measured on the performance of their partners against key metrics including but not limited to Partner Pipeline, Revenue, and Billable Bookings. The AWS Partner Professional Services organization is a global team of experts that help our partners and customers realize their desired business outcomes when using the AWS Cloud. We work together with customer teams and the AWS Partner Network (APN) to execute enterprise cloud computing initiatives. Our team provides assistance through a collection of offerings which help customers achieve specific outcomes related to enterprise cloud adoption. We also deliver focused guidance through our global specialty practices, which cover a variety of solutions, technologies, and industries. Key job responsibilities As an experienced ProServe Partner Leader, you will be responsible for: • Developing and supporting execution of partner involved sales strategies to meet team targets and drive revenue growth, • Managing partner relationships, ensuring high satisfaction and identifying new opportunities, • Leveraging deep AWS knowledge to guide sellers in proposing optimal solutions, • Monitoring and analyzing key performance indicators, ensuring accurate reporting and forecasting to optimize operational processes and manage risk A day in the life As a ProServe BCAP Partner Leader you will establish and grow business and technical relationships and manage the day-to-day interactions associated with your strategic BCAP pursuits. You will be responsible for driving top line revenue growth, a tighter BCAP plus ProServe relationship, major strategic agreements, and overall end customer outcomes. The ideal candidate will possess a business background that enables them to engage at the BCAP Sr. Partner and CXO level. This includes the channel experience to understand the needs and capabilities of their partner, and the sales background to easily interact with Clients and sales/field reps. You should also have a demonstrated ability to think strategically about business, product, and technical challenges, with the ability to build and convey compelling value propositions. About the team The Business Consulting and Advisory ProServe Partner Team is redefining the Cloud industry by building and coordinating the Amazon partnering strategy with the Business Consulting and Advisory Partners beyond IT. Diverse Experiences AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying. Why AWS? Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating — that’s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Inclusive Team Culture AWS values curiosity and connection. Our employee-led and company-sponsored affinity groups promote inclusion and empower our people to take pride in what makes us unique. Our inclusion events foster stronger, more collaborative teams. Our continual innovation is fueled by the bold ideas, fresh perspectives, and passionate voices our teams bring to everything we do. Mentorship & Career Growth We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there’s nothing we can’t achieve. • 5+ years of developing, negotiating and executing business agreements experience, • 5+ years of professional or military experience, • Experience developing strategies that influence leadership decisions at the organizational level, • Experience managing programs across cross functional teams, building processes and coordinating release schedules, • Experience interpreting data and making business recommendations, • Experience identifying, negotiating, and executing complex legal agreements, • Bachelor's degree Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ___ for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $133,200/year in our lowest geographic market up to $220,200/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ___. This position will remain posted until filled. Applicants should apply via our internal or external career site.

The Amazon Web Services Professional Services (ProServe) team is seeking a skilled Delivery Consultant to join our team at Amazon Web Services (AWS). In this role, you'll work closely with customers to design, implement, and manage AWS solutions that meet their technical requirements and business objectives. You'll be a key player in driving customer success through their cloud journey, providing technical expertise and best practices throughout the project lifecycle. Possessing a deep understanding of AWS products and services, as a Delivery Consultant you will be proficient in architecting complex, scalable, and secure solutions tailored to meet the specific needs of each customer. You’ll work closely with stakeholders to gather requirements, assess current infrastructure, and propose effective migration strategies to AWS. As trusted advisors to our customers, providing guidance on industry trends, emerging technologies, and innovative solutions, you will be responsible for leading the implementation process, ensuring adherence to best practices, optimizing performance, and managing risks throughout the project. The AWS Professional Services organization is a global team of experts that help customers realize their desired business outcomes when using the AWS Cloud. We work together with customer teams and the AWS Partner Network (APN) to execute enterprise cloud computing initiatives. Our team provides assistance through a collection of offerings which help customers achieve specific outcomes related to enterprise cloud adoption. We also deliver focused guidance through our global specialty practices, which cover a variety of solutions, technologies, and industries. Key job responsibilities As an experienced technology professional, you will be responsible for: • Designing and implementing complex, scalable, and secure AWS solutions tailored to customer needs, • Providing technical guidance and troubleshooting support throughout project delivery, • Collaborating with stakeholders to gather requirements and propose effective migration strategies, • Acting as a trusted advisor to customers on industry trends and emerging technologies, • Sharing knowledge within the organization through mentoring, training, and creating reusable artifacts About the team ABOUT AWS: Diverse Experiences Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying. Why AWS Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating — that’s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there’s nothing we can’t achieve in the cloud. Inclusive Team Culture AWS values curiosity and connection. Our employee-led and company-sponsored affinity groups promote inclusion and empower our people to take pride in what makes us unique. Our inclusion events foster stronger, more collaborative teams. Our continual innovation is fueled by the bold ideas, fresh perspectives, and passionate voices our teams bring to everything we do. Mentorship and Career Growth We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. AWS Global Services AWS Global Services includes experts from across AWS who help our customers design, build, operate, and secure their cloud environments. Customers innovate with AWS Professional Services, upskill with AWS Training and Certification, optimize with AWS Support and Managed Services, and meet objectives with AWS Security Assurance Services. Our expertise and emerging technologies include AWS Partners, AWS Sovereign Cloud, AWS International Product, and the Generative AI Innovation Center. You’ll join a diverse team of technical experts in dozens of countries who help customers achieve more with the AWS cloud. • 5+ years of experience in cloud architecture and implementation, • Bachelor's degree in Computer Science, Engineering, related field, or equivalent experience, • 5+ years of experience as a contact center technology architect, enterprise IT Architect or senior contact center developer working with leading contact center technology platforms and applications, such as Amazon Connect, Avaya, Cisco, Genesys, NICE InContact, Salesforce, etc., • 3+ years designing and implementing NLP/NLU (IVR or chat) solutions using at least one major conversational AI framework (e.g., Rasa, Dialogflow, Lex, or Azure Bot Service) at enterprise scale in a contact center environment, • 3+ years hands-on coding experience with REST APIs and web services, including successful integration of 3+ contact center platforms (e.g., Genesys, Amazon Connect, Five9), • AWS experience preferred, with proficiency in a wide range of AWS services (e.g., EC2, S3, RDS, Lambda, IAM, VPC, CloudFormation), • AWS Professional level certifications (e.g., Solutions Architect Professional, DevOps Engineer Professional) preferred, • Experience with automation and scripting (e.g., Terraform, Python), • Knowledge of security and compliance standards (e.g., HIPAA, GDPR), • Strong communication skills with the ability to explain technical concepts to both technical and non-technical audiences, • Knowledge of Amazon Connect or Amazon Lex capabilities, benefits, and required deployment skills, • Experience incorporating generative AI into the contact center (voice or chat bots, agent assist or next best action) to answer questions or drive self-service experiences, including architecture design, model selection and integration, prompt engineering, and data preparation. Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company’s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ___ for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $138,200/year in our lowest geographic market up to $239,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ___. This position will remain posted until filled. Applicants should apply via our internal or external career site.

Brinks Home™ is a leader in the smart security industry, protecting over one million people across the U.S., Canada, and Puerto Rico. Our platinum-grade protection is backed by award-winning customer service and expertly trained professionals. We strive for the highest standards for our customers while fostering a positive work environment for our employees. We create a culture that fosters innovation, celebrates creativity, and encourages authenticity. Join us and be part of a collaborative team that is relentless in our pursuit of security for life. Position Overview: We are seeking a highly motivated and experienced Manager, Internal Audit to lead and execute financial, operational, and compliance audits across the organization. This role will play a critical part in strengthening internal controls, supporting risk management, and driving process improvements. The ideal candidate is a strategic thinker with strong audit expertise, excellent communication skills, and a passion for adding value through insight and integrity. Key Responsibilities: • Lead and execute audits across financial, regulatory, operational, and IT domains, ensuring timely and high-quality delivery., • Collaborate with business leaders to assess risks, evaluate internal controls, and recommend pragmatic, actionable improvements., • Support the company’s SOX compliance program, including testing and documentation of internal controls over financial reporting., • Partner with external auditors during interim, year-end, and SOX-related assessments., • Conduct and oversee special projects and investigations, ensuring thorough, objective, and balanced reporting., • Develop and maintain process documentation and audit workpapers in accordance with professional standards., • Mentor and guide junior audit staff, fostering a culture of continuous learning and excellence., • Serve as a trusted advisor to management, helping to build more efficient, effective, and compliant processes. Qualifications:, • Bachelor’s degree in Accounting, Finance, or a related field; CPA, CIA, or CISA certification preferred., • 5+ years of experience in internal and/or external audit, preferably within a public company environment., • Strong knowledge of audit methodologies, internal controls, US GAAP, and risk management frameworks (e.g., COSO, GAAS)., • Experience with SOX compliance and testing of General IT Controls (GITC) and application controls. Benefits:, • Brinks Home recognizes the value of benefits for you and your family, so we offer a comprehensive and competitive benefits program:, • Medical, Dental, Vision, 401(k) with Employer Match, Paid Time Off & Paid Holidays, HSA/FSA, Life & AD&D Insurance, Disability Coverage, Maternity/Parental Leave, Mental & Physical Health Benefits, Employee Resource Groups, Volunteer Hours, Discounted Equipment & Monitoring, Employee Referral Program, and Continuing Education, • To learn more about our company culture and career opportunities, please visit our ___ and ___. Brinks Home provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. #equalopportunityemployer #veteranfriendly

Job Description Job Summary: The Funeral Director is a compassionate professional who serves as a trusted guide and advisor to grieving families. This role focuses on providing empathetic support and coordinating all aspects of funeral services, ensuring every arrangement is handled with the utmost dignity, respect, and professionalism. The Funeral Director is responsible for managing services from initial planning to final disposition, with a comprehensive understanding of all operational tasks, including the respectful transport of the deceased. Provisional Licensees are encouraged to apply. Located in Amarillo, TX Responsibilities: * Provide compassionate guidance to families, meeting with them to discuss and plan all aspects of funeral services, including burial, cremation, and memorial services. * Coordinate all logistical details of the funeral service, including scheduling, transportation, and working with clergy, florists, and cemeteries. * Prepare and file all necessary legal documentation, including death certificates, permits, and other required paperwork. * Oversee the care and preparation of the deceased, including embalming and cosmetology, in accordance with professional standards and family wishes. * Manage the day-to-day operations of the funeral home, ensuring the facility is clean, organized, and compliant with all health and safety regulations. * Maintain accurate records of all services, products, and financial transactions. * Oversee and assist with the dignified removal and transport of the deceased from various locations. * Operate and maintain funeral vehicles, including the hearse, ensuring they are clean and in proper working order. * Act as a representative of the funeral home, upholding the highest standards of professionalism and ethics. Qualifications: * Must be a licensed Funeral Director and/or Embalmer. We accept Provisional Licenses. * Associate's or Bachelor's degree in Mortuary Science from an accredited program is required. * Experience in a funeral home setting, demonstrating a strong understanding of funeral service operations, is preferred. * Exceptional interpersonal and communication skills, with the ability to handle sensitive situations with tact and empathy. * Strong organizational skills and attention to detail to manage complex arrangements and administrative tasks. * Ability to work a flexible schedule, including nights, weekends, and holidays, as needed. * Knowledge of local, state, and federal regulations governing funeral services and practices. * Proficiency in funeral home management software and standard office applications. * A compassionate and respectful demeanor, with a genuine commitment to serving families in their time of need. * A valid driver's license with a clean driving record.

Sul Lee Law Firm is a fast-growing, client-focused boutique law firm focusing on complex business disputes, corporate litigation, and partnership/shareholder conflicts. We represent entrepreneurs, corporations, and investors in high-stakes matters where ownership rights, fiduciary duties, and company control are at risk. Our culture values excellence, efficiency, and client service above all else. We are seeking a Senior Litigation Attorney with deep experience handling partnership, shareholder, and corporate governance disputes. The ideal candidate will have proven courtroom and arbitration experience, particularly in high-stakes matters involving emergency injunctive relief such as Temporary Restraining Orders (TROs) and Temporary Injunction (TI) hearings. This attorney will be expected to manage cases independently from beginning to resolution and serve as a trusted advisor to business clients. Compensation: $155,000 - $165,000+ yearly Responsibilities: • Lead litigation strategy for partnership/shareholder disputes, derivative claims, fiduciary duty litigation, and business divorce cases., • Handle TRO and TI hearings, including emergency filings, expedited discovery, evidentiary hearings, and enforcement actions., • Manage all aspects of case development: pleadings, discovery, depositions, motion practice, mediation, arbitration, and trial., • Advise business clients on dispute-prevention strategies, corporate governance, and settlement structuring., • Supervise junior attorneys, paralegals, and staff on case tasks., • Participate in client development and firm growth initiatives.Qualifications:, • J.D. from an accredited law school with strong academic credentials., • 7+ years of litigation experience, with a significant focus on partnership/shareholder disputes, fiduciary duty, business divorce, and emergency injunctive relief (TRO/TI hearings)., • Licensed and in good standing with the State Bar of Texas (or willing to waive in)., • First-chair trial, injunction hearing, or arbitration experience strongly preferred., • Exceptional legal research, writing, and oral advocacy skills., • Strong business acumen and ability to advise clients on both legal and financial aspects of disputes.About Company Founded in 2013, Sul Lee Law Firm is a business, commercial, and IP litigation law firm dedicated to providing practical, strategic legal solutions. With a growing team of attorneys and professionals, we are passionate about partnering with clients to navigate growth, manage risk, and achieve success, while cultivating a workplace that values professional excellence, diversity, and personal growth. Why Join Us? At Sul Lee Law Firm, we value not just what you do, but who you are becoming. We provide a friendly, respectful work environment with room to grow and develop your skills in the legal field. Benefits : • Competitive base salary + performance-based bonuses., • Business development incentives for origination., • Full benefits package (health, dental, vision, 401(k), and match )., • Hybrid work flexibility. #WHLAW2 Compensation details: 155000-165000 Yearly Salary PIf5536347853b-26276-38423127

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • 2+ years of instilling trust and building client relationship within the finance industry, • Series 65 (we will help you obtain upon starting), • Bachelor's degree or equivalent work experience We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • 2+ years of instilling trust and building client relationship within the finance industry, • Series 65 (we will help you obtain upon starting), • Bachelor's degree or equivalent work experience We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

Brinks Texas License #C00550 About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations. Our network of operations in 51 countries serves customers in more than 100 countries. We believe in building partnerships that secure commerce and doing that requires fostering an engaged culture that values people with different backgrounds, ideas, and perspectives. We build a sense of belonging, so all employees feel respected, safe, and valued, and we provide equal opportunity to participate and grow. Job Description Why Brink's? When you join Brink's, you become part of a legacy of trust, security, and innovation that spans more than 165 years. We offer a competitive base salary with a performance-driven commission structure, as well as ongoing career development and advancement opportunities. Whether your goal is to grow into a leadership role or expand your influence as a strategic client partner, Brink's gives you the platform to thrive. Business Development Manager - Sales Farmer At Brink's, we don't just deliver secure logistics - we deliver peace of mind. You will play a critical role in deepening the relationships that fuel our business. You'll work closely with a portfolio of valued clients, becoming a trusted advisor who understands their unique needs and helps them unlock the full potential of Brink's integrated cash management and security solutions. As a Business Development Manager (BDM), you'll cultivate long-term partnerships, identify new growth opportunities, and ensure our customers continue to see us as an essential part of their operations. You'll bring a proactive, strategic mindset to every interaction - uncovering ways to drive efficiency, reduce risk, and create meaningful impact for our clients. If you're passionate about building lasting relationships, thrive on helping businesses grow, and want to be part of a high-performance and transformative team with a strong sense of purpose, Brink's is where your career can truly take root. Job Posting Requirement: Candidate must be in Central Time or Mountain Standard Time. What You'll Do: • Grow and strengthen existing customer relationships by identifying opportunities to expand solution adoption and increase Brink's footprint within each account, • Engage in regular, consultative conversations with clients to understand their evolving business challenges and recommend tailored solutions, • Uncover account growth opportunities through performance analysis, market insights, and regular account reviews, • Collaborate cross-functionally with internal teams - from Customer Care and Operations to Product and Marketing - to deliver seamless, value-driven service, • Deliver compelling presentations using data, case studies, and industry trends to articulate the impact of Brink's offerings, • Negotiate renewals and upsells, ensuring each agreement aligns with the customer's needs and Brink's business goals, • Use CRM tools (like Salesforce) to manage your pipeline, track engagement, and forecast account growth, • Lead Quarterly Business Reviews (QBRs) to align with key stakeholders, highlight results, and plan for continued success, • Act as the voice of the customer, sharing insights and feedback to help shape future offerings and enhance the client experience What You Bring: • A passion for relationship-building and helping customers succeed, • 1+ years of experience in account management, client success, or business development, ideally in a B2B environment, • Strong business acumen and a consultative approach to identifying customer needs and solutions, • Proven ability to engage and influence decision-makers at all levels, • Excellent communication, presentation, and negotiation skills, • A collaborative mindset with the ability to navigate cross-functional teams and drive shared outcomes, • Proficiency with Microsoft Office and CRM platforms (preferably Salesforce), • A self-starter mentality, able to work independently while staying connected to team goals, • Willingness to travel up to 60% for in-person client engagement What's Next? Thank you for considering applying for a job at Brink's. To be considered for this position, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature. Upon completion of the application process, you will receive an email confirming that we have received your application. We will review all candidates and notify you of your status should we deem you fit for a job. Thank you again for your interest in a career at Brink's. For more information about future career opportunities, join our talent network, like our Facebook page or Follow us on X. Brink's is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, marital status, protected veteran status, sexual orientation, gender identity, genetic information, or history or any other characteristic protected by law. Brink's is also committed to providing a drug-free workplace. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Job Description WHY JOIN TAXRISE? At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. WORK FROM HOME: This remote positions is available to candidates who reside in Texas and available to work Monday through Friday from 10:00AM - 7:00PM Central Time. Minimum 3 years of proven phone sales in a remote or virtual environment. Must have a home office setup including a quiet workspace with fast, reliable internet connection. ABOUT THE ROLE: As a Remote Sales Representative, you will play a pivotal role in helping clients resolve their tax issues. You will act as a trusted advisor, conducting discovery calls, analyzing financial and tax information, and enrolling clients into resolution programs. The ideal candidate thrives in a consultative sales environment, excels at building relationships, and is motivated to drive results. HOW YOU'LL BE REWARDED Unlimited Earnings Potential! Your pay is directly related to your selling ability. With no commission cap, highly motivated candidates with strong determination, desire, and selling skills have the potential to earn up to $120,000 annually. Your success is in your hands! • Base pay: $12.00 per hour (full-time, 40 hours per week), • Commission: Average monthly earnings potential commission of $3,000 - $7,000 WHAT YOU'LL DO: Client Consultation: Conduct thorough discovery calls with clients to understand how their tax issues began, identify their financial circumstances, and uncover their goals. Use active listening skills to gather critical details about their situation. Program Evaluation: Review a combination of client-provided documents and system-generated data, including account transcripts, wage and income records, prior tax returns, and proprietary financial analyses, to recommend tailored resolution programs that meet their needs. Sales Cycle Management: Take ownership of the sales process from start to finish, including responding to inbound inquiries, making outbound calls, scheduling follow-ups, and successfully enrolling clients into our services. Ensure each step of the process is timely and efficient. Empathy and Advocacy: Act as a trusted advocate for clients by addressing their concerns, providing clear answers to their questions. Explain our tax relief services and potential resolutions in a way that's easy for clients to understand. Break down each step of the process, ensuring clients feel empowered and confident in moving forward. CRM Documentation: Maintain meticulous records by inputting all client interactions, financial information, and case updates into our CRM system. Ensure accurate and thorough documentation to support seamless follow-ups and team collaboration. Performance-Driven Results: Consistently meet or exceed individual and team sales goals by staying proactive, organized, and results-oriented. Utilize feedback and coaching to continuously refine your sales approach and enhance performance. The job includes other duties and responsibilities assigned by management WHAT YOU'LL NEED TO HAVE: • Proven success in remote sales, telemarketing, or phone-based customer interactions, • Highly motivated with a positive attitude and excellent people skills, • Comfortable making a high volume of outbound and follow-up calls throughout the day, • Ability to thrive in a remote work environment with minimal supervision, • Self-motivated and disciplined to meet daily activity goals and deadlines in a remote setting, • Strong interpersonal and relationship-building skills with a client-first mindset, • Excellent verbal and written communication skills, with the ability to simplify complex concepts for clients, • Working knowledge of and expertise with customer information systems and computer software, preferably Google Mail and Calendar and Salesforce, • High level of empathy and emotional intelligence to handle sensitive client situations, • Time management – multitasker, able to prioritize and follow up with clients in a timely manner, • Ability to work in a fast-paced environment, adapt to changing priorities, and maintain professionalism WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: • Medical, Dental, and Vision Insurance (starting after 60 days), • Paid Time Off (Vacation, Sick Days, Company Holidays), • Wellness Days to recharge when you need it most, • 401(k) retirement plan with company match, • Professional Development Program to support your growth, • Access to our on-site gym and gaming lounge, • Catered team lunches every Friday, • Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

Job Description Company Overview: At Executive Financial Partners, we’re driven by excellence and grounded in purpose. Our mission is to equip high-performing individuals with the tools, training, and support needed to build meaningful careers. We foster a culture of ownership, growth, and service—where your personal drive aligns with a bigger impact. Role Summary: We are actively seeking disciplined, goal-oriented individuals who are ready to step into a high-impact role. This entry-level opportunity is ideal for those who are motivated by challenge, thrive in fast-paced environments, and are committed to personal and professional development. Prior sales experience is not required—we value resilience, integrity, and a willingness to learn. Position Overview: As a licensed insurance agent, you’ll be responsible for managing your own book of business while building trusted relationships with clients. You’ll meet with individuals and business owners to provide education and access to our supplemental insurance plans. We offer in-depth onboarding and ongoing mentorship to ensure your success in the field. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications: * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer: * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that help families, individuals, and small businesses prepare for life’s unexpected challenges. Our team is built for driven professionals who take pride in their work, embrace challenges, and are committed to making a meaningful impact for their clients. We value discipline, results, and integrity, offering a career where your efforts directly shape your success. Position Description: As a Direct Sales Representative, you’ll take ownership of your territory by building relationships with business owners and individuals, understanding their needs, and delivering tailored insurance solutions. You’ll have access to comprehensive training, proven strategies, and ongoing support to help you excel. This role is ideal for individuals who: * Are self-motivated and results-oriented * Thrive in a fast-paced, goal-driven environment * Take pride in delivering value and building long-term client relationships Your success will be measured by your performance and the difference you make for your clients. This is a career for someone ready to take control of their own results, grow professionally, and make a real impact in the communities they serve. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that protect families, individuals, and small businesses when they need it most. Our team combines a commitment to service with a drive for excellence—always focused on delivering results for our clients while making a real impact in the communities we serve. We value skill development, discipline, and a high standard of performance, but we also believe in doing work that matters. As we expand into new markets, we’re looking for motivated professionals who are eager to grow, thrive in a competitive environment, and take pride in helping others safeguard their future. Here, you’ll have the opportunity to build a career where your success and your clients’ well-being go hand in hand. Position Description: Here, you’ll be trained and mentored by some of the most accomplished professionals in the industry. We invest heavily in your growth—equipping you with elite-level training, proven strategies, and the support you need to excel. No prior sales background is required; what matters most is ambition, resilience, and a commitment to raising your own standards. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description Company Overview: At Executive Financial Partners, we specialize in providing supplemental health insurance solutions that give families, individuals, and businesses peace of mind when they need it most. As we continue to grow, we’re building a team of ambitious professionals who want more than just a job—they want a career with impact. Position Overview: This entry-level opportunity is designed for individuals who are ready to learn, work hard, and grow into a rewarding career in sales. No prior experience is required—we’ll equip you with licensing, training, and hands-on mentorship to help you succeed from day one. In this role, you will: * Develop expertise in our supplemental health insurance products. * Meet with clients to identify needs and present tailored solutions. * Build lasting relationships with individuals, families, and local businesses. * Manage your progress using proven systems and tools, including Salesforce CRM. We’re looking for people who bring discipline, are coachable, and ready to hit the ground running. Here, your performance is recognized, your growth is supported, and your work makes a difference. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications: * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer: * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description ABOUT At The Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $8 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is seeking a Senior Associate to join the TBG Risk Department. The role is a full-time, in-office position open to Dallas, TX, Grand Rapids, MI, Minnetonka, MN, or Nashville, TN. The Risk Department provides advice to clients of The Bahnsen Group on the topics of life insurance, disability insurance, long-term care insurance, and annuities. We are focused on providing fiduciary consultation and advice as part of The Bahnsen Group's mission to provide holistic service to clients. The Risk Department also writes new policies for clients and aims to provide white glove service throughout the process. The Senior Associate will meet with clients to discuss and implement new business. This role provides service and analysis for existing TBG clients, and there is no expectation to generate leads, nor are there sales quotas. Sales quotas are anathema to our mission. We are seeking an individual who is driven primarily by the desire to serve and provide context in an industry that is confusing at best. RESPONSIBILITIES • Policy Analysis: analyze insurance and annuity policies for existing TBG clients and run comparisons to the marketplace, • Client consultation: meet with clients to review existing insurance and/or educate on new insurance and annuity options, • Policy Implementation: assist the team with implementing policy recommendations, • Collaboration: work with Private Wealth Advisors and Planners to integrate insurance and annuity solutions into financial plans, • Market Research: Stay up-to-date with industry trends, product developments, and regulatory changes, • Team Orientation: desire to be part of a team delivering advice to clients on their overall Risk management QUALIFICATIONS • Life & Health Licensing, • 3-7 years of experience in the insurance and/or personal finance industry, • Excellent communication and interpersonal skills, • Detail-oriented with strong analytical and problem-solving skills, • Ability and willingness to work on a team, • FINRA Series 6, 7, 63, or 65 licensing (preferred), • Salary commensurate with experience, • Full benefits package including medical, dental, vision, and disability, • 401(k) plan with TBG contribution of 3% of compensation, • Discretionary annual bonus

Job Description Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and service—where personal success goes hand in hand with serving others. Role Summary We’re seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development. Position Overview As a licensed insurance representative, you’ll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You’ll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you’ll have access to structured training, ongoing mentorship, and the support needed to succeed in the field. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications: * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer: * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description Summary The Sales Program Advisor is responsible for handling the Care Center’s inbound calls, selling Smart Start’s products, and making outbound calls ranging from routine requests to complex situations requiring resourcefulness, professionalism, and efficient resolution simultaneously. Tasked with providing stellar internal and external client service and will uphold Smart Start’s credible reputation in the alcohol monitoring community. Responsibilities • Sell products, programs, and services to callers using a Consultative Sales approach., • Provide product and service information to callers and clients. ▪ Answer incoming calls and respond appropriately., • Identify, research, and resolve client’s complaints using applicable resources appropriately., • Partner internally and externally with a positive and collaborative attitude and professional communication., • Identify and escalate issues appropriately., • Route calls to appropriate resources., • Conduct follow up client calls when necessary, • Upsell products, programs, and services to existing clients. ▪ Manage correspondence efficiently, responding to inquiries accurately, and tracking issues accordingly., • Gather data from multiple technology systems. ▪ Handle documents utilizing various office equipment., • Adhere to company policies, procedures, and expectations of confidentiality. ▪ Provide general Care Center support as needed., • Bilingual proficiency in English and Spanish (spoken and written) is required. Candidates must demonstrate the ability to communicate clearly, professionally, and effectively in both languages across verbal and written formats. This includes translating documents, engaging with clients or team members, and providing customer support or services in both languages., • High school diploma or equivalent, • 6+ months relevant experience, • Computer skills including Microsoft Office suite: Word, Excel, and Power Point, • Professional verbal, non-verbal, and written communication skills, • Strong attention to detail and sense of urgency for successful multitasking, • Courteous yet courageous interpersonal skills, • Adaptability and resourceful thinking for potentially challenging or high stress situations The Sales Program Advisor Role at Smart Start offers the following: • Hourly-rate pay along with uncapped, performance-based commissions and bonuses, allowing you to maximize your earning through your own hard work and achievements, • A comprehensive health plan that includes medical, dental, and vision coverage to ensure you and your family have access to the care you need, • A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Job Description Company Overview: Executive Financial Partners provides supplemental health insurance solutions that protect families, individuals, and businesses from the unexpected. We combine industry expertise with a straightforward, client-first approach—delivering real protection. We’re growing into new territories and seeking disciplined individuals who want to take ownership of their career and work in an environment where performance is recognized and rewarded. Position Overview: We hire for potential, not just experience. You don’t need a background in sales—our training program covers licensing, product knowledge, and proven client acquisition strategies. What matters is your ability to follow a system, communicate clearly, and stay consistent. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications: * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer: * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Relationship Manager in our Dallas, TX office. The Senior Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Responsibilities Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing. Research and respond to routine-to-complex HNW client inquires in a timely fashion. Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements. Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients. Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed. Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures. Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures. Qualifications Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred) CFP or willing to pursue the CFP for completion within 24 months 1-2+ years relevant experience Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications is a must Experience using Tamarac is a plus. About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit .

Job Details: Title: Senior Banking Customer Support Location: Dallas, TX Duration: 06 months of contract | Onsite Pay Range: $29/Hr. to $30/Hr. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable) Job Description: Bank is looking for a Dedicated Service Advisor who can provide exceptional customer service (servicing any inquiries regarding their accounts) to an assigned portfolio of enterprise clients (large financial institutions, banks, etc.) Enterprise contact center environment. Respond to inquiries from clients (80% email, 20% calls) Escalations handled by their team – they provide white glove service. Must Haves: 3-5 yrs customer service experience in either enterprise Banking or enterprise financial servicing Exceptional multitasking/computer skills – swift computer navigation while on the phone. Excellent Soft Skills: Exceptional communication skills (verbal and written) Great Notetaker Quick learner Team player

Job Description ComplyAuto is a RegTech company offering cloud-based software that helps companies enhance their compliance and security capabilities while becoming more efficient and cost-effective. ComplyAuto manages and automates compliance decisions, performing tasks that would normally require manually-intensive processes and human intelligence. ComplyAuto began as a privacy compliance company for automotive dealers, but has quickly expanded into other verticals and compliance areas including cybersecurity, EHS (environmental, health, and safety), and legal compliance. If you're a motivated Client Success Manager who is eager to contribute to a variety of projects while enjoying an array of exceptional benefits, we are excited to review your application! Salary Range: $65,000-$73,000 base pay plus eligible for quarterly bonuses and overtime Working Hours: Monday through Friday, 9:00 AM to 5:30 PM and every other Saturday with a thirty-minute lunch break. This position also requires occasional travel up to 20%, providing the opportunity to engage directly with clients and partners outside the employee's home office. Hours will vary on traveling days based on need. Benefits: • 401(k) $1 to $ 1 match up to 5%, • Medical, dental, and vision insurance; we pay 100% of premiums for employee and family, • HSA contribution for qualifying plans, • Unlimited Paid time off and 11 observed holidays, • Work with assigned clients to understand their specific needs and objectives, tailoring the onboarding experience, serve as a guide and advocate for users, ensuring they have a positive and successful first experience with the product., • Collaborate with the Sales, Customer Experience, Legal, Product teams to guide clients through the onboarding process of our products, primarily DealCheck Ai., • Serve as main point of contact between ComplyAuto and the dealership to facilitate implementation by performing the following duties:, • Gather checklists, documents, forms, and sample deals from the dealership, • Provision of the dealership account, • Report back and review the results of the initial tests of deals through DealCheck AI and then coordinate gathering additional deals for further testing., • Coordinate with the dealer the date of on-site training and go live date, • Assist in documenting current data sources and dealership workflows to establish a comprehensive implementation strategy., • Develop and execute customized onboarding plans that align with each client's operational needs and compliance goals., • Deliver product training sessions both on-site at the dealership and remotely, ensuring staff understands key features and functionalities., • Conduct customer specific data collection sessions to support initial DealCheck AI scans and establish usage best practices., • Maintain accurate and detailed onboarding documentation, including training materials and knowledge base articles., • Onboard and manage accounts post-onboarding to strengthen long-term relationships and prevent disengagement, manage client expectations to ensure effective, efficient experience and exceptional customer service. Ensures all client interactions are documented in the customer relationship management application., • Gather and report out on feedback throughout the implementation to help enhance product usability and continuously improve onboarding processes to enhance efficiency and effectiveness., • Provide training, support, and product demos to help users become proficient with the product and motivate them to fully leverage the software's features and capabilities., • Address customer queries, troubleshooting and resolving any issues that arise., • Managing client accounts, tracking performance, and ensuring that products are meeting agreed-upon service levels, • Achieve high client satisfaction and retention rates. Aim for a 95% retention rate and a 9/10 satisfaction rate on biannual customer surveys., • Conduct regular check-in meetings with clients, ensuring a minimum quarterly engagement., • Introduce and upsell products to existing clients., • Stay current on industry trends, regulatory updates, and emerging compliance threats impacting automotive dealerships., • Leverage prior knowledge of compliance practices to effectively navigate and implement regulatory strategies across dealership operations. QUALIFICATIONS: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelors degree or associate's degree preferred, High school or GED required; 5+ years of experience in customer service; or any combination of education, experience, and training which provides the following knowledge, skills, and abilities: • Work experience in the automotive industry sufficient to understand and explain the different types of automotive sales (leases, new cars) and the required documentation that must be completed and maintained in a deal jacket, • Demonstrated experience evaluating information critically, identifying root cause of problems, weighing options, considering potential outcomes and making timely decisions based on available information and analysis., • Proven ability to manage multiple accounts and/or projects while maintaining attention to detail and excellent customer service., • Strong interpersonal skills and ability to establish and maintain effective working relationships and successfully interact with people at all management and support levels, within and outside the organization., • Excellent written and verbal communication skills, with the ability to effectively and persuasively communicate over the phone and in writing to explain how to use products., • Excellent listening skills, and ability to understand the customer's persistent or recurring problems and effectively communicate how our products and services can address their problems., • Demonstrated experience providing effective education, training and/or transferring product or service knowledge to end users., • Ability to work with computer software programs sufficient to effectively and efficiently provide instructions, guidance and interpretation of software program data and reports., • Strong experience with HubSpot CRM preferred., • Strong organizational skills demonstrated across a range of processes and procedures and ability to proactively plan work tasks/schedules to meet deadlines while maintaining accuracy and quality., • Ability to rely on experience, knowledge, and judgment to perform with limited supervision or direction., • Proven ability to consistently perform duties with integrity, effectiveness, efficiency, and at the highest level of professionalism., • Ability to maintain confidentiality of company and customer financial and private information., • Ability to meet regular attendance expectations and meet tight deliverables deadlines., • Demonstrated self-starter with personal initiative, motivation, creative and curious mindset, with resilience., • Ability to travel to clients for in-person meetings to strengthen relationships and address their needs effectively on an occasional basis up to 10%., • Valid driver's license and clean motor vehicle record is required to be insurable. Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time. This is a fully remote opportunity, but candidates must reside within the Continental United States. Please note that we are not accepting applications from candidates residing in California, Hawaii, and Alaska for this position. ComplyAuto is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, age, religion, sexual orientation, national origin, disability, gender identity, genetic information, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws. ComplyAuto is an equal opportunity employer. We participate in the E-Verify program. Background check required. Background check required. Job Posted by ApplicantPro

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. Job Description Your Career We are looking for a highly motivated, results orientated Deals Desk Manager - North America to join our organization. The primary focus of this position will be to help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers and increase the effectiveness and productivity of our sales teams. The right person for this job has a team player approach, the ability to work across departments with disparate needs and excels at problem solving through critical analysis and is challenged by process review and continuous improvement. Your Impact • Effectively work with NAM Sales to work on Enterprise, Sled and Federal deals, • Provide Sr. Leadership with financial models and evaluation of deal economics, commercial terms and conditionals and operational requirements to present risk/reward profile for opportunities, • Become expert on Callidus and Steelbrick quoting tools, reviewing and enforcing revenue recognition compliance for all quoting, • Key resource reviewing and approving all non-standard pricing requests that reach the level of executive manager, • Review will include financial analysis for gross margin, revenue compliance, non standard terms requests on strategic deals including Enterprise Agreements, • Partner with field sales organization to drive large deal closure, including being one-touch resource for field sales; responsible for liaising with all organizations involved in the agreement process (finance, legal, order management, etc.) on behalf of sales - Personally services as a trusted advisor to field sales on deals, • Work with cross-functional stakeholders for decision support deal solutions, • Collaborate with impacted parties to generate acceptable documents to facilitate deal closure, • Ensure required approvals, such as discounts and contractual terms, are obtained and clearly documented, • Be a sales advocate and partner to internal organizations to understand contract requirements, structure, business terms and identification of potential risks and/or opportunities that can affect performance, growth and strategic positioning, • Responsible for adherence to and compliance with policy and procedures, • Evaluate current processes and offer recommendations for areas of improvement, • Ensure that all transactions adhere to internal revenue recognition policies and operational guidelines, • Excellent customer service, taking charge to meet deadlines by communicating with cross-functional partners through email, phone, meetings, or any other method to deliver on-time, • Understand GAAP RulesQualifications Your Experience • Bachelor's Degree in Finance, Business, Economic or related field OR 10 years of work experience required or equivalent military experience required, • 5+ years of relevant experiences around Commercial Finance, Deals Desk / Deals Management, or Sales Finance within the High-Tech industry, • Demonstrated capability to build strong working relationships with internal business units, • Ability to work independently in fast paced environment, • Experience of data analysis, modeling and/or financial analysis, • Intermediate/advanced Salesforce.com and MS Excel skills are highly recommended, • Strong communication, organizational and problem-solving skills Additional Information The Team You’re looking for a career with a more fulfilling mission. We have open positions to top talent seeking a challenge. Our finance department performs deep analyses to understand the business and inform the strategic direction of the company. The ideal candidate has exceptional leadership skills, knowledge of financial modeling, business acumen and an innovative mindset to approach problems differently. Our innovation doesn’t stay in Research and Development. Within finance, we seek people who are looking to try new things, while solving business critical equations. If you’re seeking a challenge with a world-wide impact – this is it. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $104,000 - $152,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you’ll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you’ll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board! • Serve as a strategic advisor to senior HR and business leaders on executive compensation matters, including base pay, annual and long-term incentives, equity programs, and executive employment agreements, • Conduct complex compensation analyses and benchmarking for executive roles using proprietary and third-party data sources to ensure market competitiveness and internal equity, • Develop and present data-driven executive compensation recommendations aligned with business strategy, performance outcomes, and shareholder expectations, • Support the design and administration of executive compensation programs, including annual and long-term incentive plans, performance metrics, and payout modeling, • Partner with Legal, Finance, and Investor Relations to ensure compliance with regulatory requirements and alignment with governance best practices, • Prepare materials for senior leadership, Compensation Committee meetings, and Board presentations, including pay-for-performance analyses, peer benchmarking, and scenario modeling, • Participate in executive-level compensation surveys and maintain a deep understanding of market trends, regulatory developments, and proxy advisor perspectives, • Contribute to the development and refinement of executive pay structures, incentive frameworks, and compensation philosophies, • Draft and maintain executive job descriptions and ensure alignment with internal leveling frameworks and external benchmarks, • Create executive-focused communication materials and tools to support transparency and understanding of compensation programs, • Support executive compensation-related system testing, process improvements, and policy development, • Ensure strict confidentiality and compliance with internal policies and external regulations related to executive pay, • Bachelor’s degree in Human Resources, Finance, Business, or related field, • 3+ years of experience in executive compensation, compensation consulting, or a related analytical role, • Preference for 5+ years of compensation experience, • Experience in a publicly traded company or with executive compensation governance, • Familiarity with equity compensation, performance-based incentive design, and regulatory filings (e.g., CD&A, proxy statements), • Experience benchmarking/market pricing and/or utilizing market data to formulate recommendations, • Experience leading and implementing annual pay plans, • Ability to translate complex data into understandable components for non-executive audiences, • Advanced Excel and strong analytical skills; experience with equity modeling tools a plus, • Strong communication and presentation skills, with the ability to translate complex data into executive-ready insights, • High level of professionalism, discretion, and judgment in handling sensitive compensation data, • Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network., • Health Benefits: On day one, you’ll have access to your health, dental, prescription and vision benefits to help you stay well. And that’s just the start, we also offer virtual doctor visits, flexible spending accounts and more., • Wellness Programs: We want you to be the best version of yourself – that’s why our wellness programs provide you with all the right tools, resources and support you need., • 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year. Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life’s journey? Feel free to be yourself at American.

Job Description Company Description Stoner, Albright & Company is a prestigious and exclusive boutique CPA firm in North Dallas seeking an experienced CPA with a focus on tax expertise for the benefit of high-net worth individuals and their closely held business entities. The Firm provides excellent client service with particular attention to details that affect and maximize profitable outcomes. There is an emphasis on providing timely and accurate tax planning and advisory services tailored to meet the specific personal and individual tax needs of our clientele. We treat our staff and our clients like family, striving for the best possible and optimized outcomes while maintaining full compliance with state and federal tax rules and regulations. Our firm places a high value on all team members and their professional development to maximize their individual and team success. The Firm provides an excellent benefits package including market salary compensation, a safe harbor Section 401(k) plan, and paid healthcare benefits. Our offices are conveniently located within the Dallas metroplex at the high-five intersection of US Highway 75 and Interstate 635 LBJ Freeway. Job Description Tax Consultant and Advisor – CPA As a Tax Accountant, you will assist the team in managing the processes for all tax-related deliverables including tax planning, tax compliance, tax preparation, tax consultancy and review for multiple clients and entities. Everything you do will be focused on providing exceptional level of tax services for all clients. Requirements: • Licensed CPA (Do not Apply Without a CPA Certificate), • Bachelor’s or Master’s degree in Accounting, Tax, or a related field required, • Minimum of five years of tax related work experience in public accounting, • A background in tax compliance and accounting for income tax and a broad understanding of U.S. income taxation, • Experience with individual and business entity tax preparation and accounting, • Excellent attention to detail and strong organizational skills, • Effective verbal and written communications skills including the ability to articulate complex tax and financial information to all levels of clientele, • Well-developed decision-making skills and initiative to make those decisions, • Work effectively under pressure, • Highly dedicated with a positive attitude, self-motivated, and a team player who takes initiative, • Detail-oriented with strong communication, organizational, analytical, problem solving, client service, leadership and PC skills including accounting software proficiency, • Work with other experienced CPAs to prepare and review required tax returns and deliverables for small to mid-sized, closely held businesses and individuals, working to ensure that deadlines are met, • Work with efficiency and at times under pressure to meet strict deadlines, • Work efforts with be both independently and as part of a team depending on the client needs, • Typical activities include, but are not limited to, workpaper documentation, client points, working trial balances and appropriate journal entries, year-end planning, and client specific advisory and tax research services, • Become familiar with the firm’s policies and procedures, • Become familiar with the firm technology, tax software and research suite, • Become familiar with the firm standards for workpaper preparation, • Become proficient in research of highly complex tax issues, • Become familiar with the pertinent IRS rules and regulations, • Understand the rules, regulations, and code of professional conduct of the AICPA and Circular 230, • Obtain a working knowledge of tax research techniques and the various research sources in the firm’s electronic library, • Market compensation, • Annual bonus opportunity, • Paid time off, • Health insurance, • 401(k) retirement plan, • Flexible schedule during slow seasons Due to the nature of the business, and being responsive to our clients, we are not able to support or offer a remote working environment. We do, however, offer a reasonable flexible work schedule to accommodate the various needs of our team members. Job Type: Full-time

Job Description Company: AgreeYa Solutions Position Title: Business Development Director Position Type: Full-time, Exempt Compensation: $125,000 – $300,000, depending on experience and performance. About AgreeYa Solutions AgreeYa Solutions is a global leader in providing software, solutions, and services, specializing in empowering organizations through technology innovation. With over two decades of experience, we offer a comprehensive suite of IT services that drive efficiency, growth, and operational excellence for enterprises across diverse industries. With a focus on quality, innovation, and integrity, AgreeYa Solutions is shaping the future of technology-enabled business transformation. Position Overview We are seeking an accomplished Business Development Director to support strategic growth initiatives and expand AgreeYa’s presence in priority U.S. markets. This sales leader will focus exclusively on IT services and sales, driving new logo acquisition and delivering multimillion-dollar revenue growth. The ideal candidate is a proven hunter with a track record of selling complex IT services into C/V/D-level executives, consistently exceeding quotas of multimillion-dollar sales targets. This role requires a strong ability to open new accounts, develop executive relationships, and drive large-scale deals across multiple industries. Key Responsibilities • Revenue Generation: Consistently deliver multimillion-dollar sales targets through new logo acquisition and enterprise-level solution sales., • Market Expansion: Lead business development efforts in priority markets, • Executive Engagement: Build trusted relationships with senior executives (CIOs, CTOs, business unit leaders) to influence and close large-scale deals., • Strategic Sales Execution: Develop territory and account plans aligned to corporate growth goals; execute high-impact pursuit strategies., • IT Services and Sales: Lead complex sales cycles for IT services (application development, cloud, digital transformation, managed services, etc.)., • Vertical Focus: Develop tailored go-to-market strategies for industries such as Banking/Financial Services, Healthcare, Pharma/Biotech, and Telecom (preferred but not required)., • Collaboration: Partner with practice leaders and delivery teams to design solutions, create compelling proposals, and ensure successful client outcomes., • Proven Business Development Expertise: 8+ years of direct business development experience in IT services and sales., • Revenue Track Record: Demonstrated history of generating multimillion dollars annually., • Industry Experience: Familiarity with industries such as BFSI, Healthcare, Pharma/Biotech, or Telecom highly preferred., • Executive-Level Sales Success: Consistent ability to sell into and influence C-, V-, and D-level executives at enterprise organizations., • Consulting/IT Services Background: Experience in mid-sized and Tier-1 consulting or IT services firms., • Quota Achievement: Consistent top-performer with a track record of exceeding multimillion-dollar sales targets., • Entrepreneurial & Competitive: Self-starter with strong drive, resilience, and ability to operate independently in a high-growth environment., • Minimum 8 years of Business Development and sales experience., • 10–15 years total professional experience preferred. AgreeYa is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, gender identity, sexual orientation, national origin, disability, veteran status, or other protected characteristics. Visit our website at to learn about our Career & Culture.

Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: The Product Principal will lead the strategic vision, execution, and lifecycle of Stellantis Financial Services’ fintech product portfolio, with a focus on captive auto finance. This senior role requires deep expertise in financial technology, auto lending, and scaled Agile practices. You will oversee multiple product teams, drive enterprise product strategy, and deliver scalable, customer-centric solutions that align with corporate goals. Serving as the key technology liaison to business units, you will guide strategic initiatives, resolve escalations, and ensure alignment with executive leadership. As a thought leader and mentor to senior product staff, you will champion innovation, foster cross-functional collaboration, and deliver impactful solutions that advance the company’s competitive position. Essential Duties and Responsibilities: • Define and execute strategic product roadmaps aligned with Stellantis Financial Services’ mission, market trends, and regulatory frameworks., • Drive enterprise innovation through advanced market analysis, competitor benchmarking, and emerging technologies (AI, blockchain, open banking)., • Oversee end-to-end fintech product lifecycles, including loan origination, digital payments, and dealer financing ecosystems., • Translate business objectives and customer needs into actionable product strategies that balance innovation, scalability, and ROI., • Lead cross-functional collaboration across engineering, design, compliance, marketing, and executive leadership to deliver seamless, compliant solutions., • Serve as a strategic advisor to C-suite leaders, dealership networks, and financial partners, championing product adoption and alignment., • Partner with Procurement and IT to assess vendor capabilities, negotiate contracts, and ensure technical feasibility of large-scale initiatives., • Mentor Senior Product Managers and Owners, cultivating leadership, accountability, and continuous product improvement., • Leverage analytics and testing (e.g., KPIs, A/B testing, MVPs) to optimize product performance and enhance customer experience. Experience & Expertise: • 8+ years of product management experience, including 3+ years in a senior role leading fintech or auto finance portfolios in regulated environments., • Expertise in auto finance operations (e.g., loan origination, credit decisioning, dealer financing) and emerging fintech technologies such as AI, blockchain, and cloud platforms., • Proven success in driving enterprise-wide product strategies, leveraging Agile frameworks (SAFe, Scrum, Kanban) and tools (Jira, Confluence, Aha!) to deliver measurable outcomes. • Bachelor’s degree in Business, Finance, Computer Science, Engineering, or a related field; MBA or advanced degree preferred. Skills Required: • Strategic Product Leadership: Proven ability to define and communicate transformative product visions aligned with enterprise goals, market trends, and regulatory frameworks., • Portfolio & Prioritization Expertise: Skilled in managing complex product portfolios using prioritization frameworks (e.g., RICE, Value vs. Effort) to drive high-impact decisions., • Customer-Centric & Outcome-Driven: Deep commitment to solving customer problems through research, empathy, and iterative design, with a focus on measurable business results., • Scaled Agile & Cross-Functional Execution: Advanced expertise in enterprise Agile (SAFe, LeSS) and orchestrating cross-functional teams across engineering, compliance, and marketing., • Data & Technical Acumen: Proficient in leveraging analytics (e.g., SQL, Tableau, Power BI) and understanding fintech architectures (e.g., APIs, cloud, microservices) to guide strategy., • Industry and Domain Expertise, • Deep understanding of consumer and dealer payment flows, including ACH, debit/credit card processing, digital wallets, and loan servicing platforms., • Familiarity with auto finance regulations, compliance, and risk management in digital payments., • Leadership & Collaboration Demonstrated, • Success leading cross-functional teams including engineering, design, operations, and compliance., • Ability to influence and communicate effectively with senior stakeholders and executive leadership., • Technical Acumen, • Strong understanding of API integrations, payment gateways, and real-time transaction processing., • Experience working with Agile/Scrum methodologies and tools like JIRA, Confluence, or Azure DevOps. Travel 0-10% - as required on an as needed basis. Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Work Schedule This position requires the ability to work various shifts to accommodate business needs. Typically, between the hours of 8AM-6PM Monday through Friday and on weekends as needed. Travel is required 10% of the time. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

Job Description Position Title: Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Position Summary:Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client’s commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. • Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.), • Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank’s products and services, such as treasury services, deposits, derivatives and other financial products., • Product Knowledge: Be well-versed in the bank’s product suite to be a trusted advisor both internally and to the client., • Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients., • Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts., • Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations., • Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it’s a service problem, a financial solution that needs adjusting, or an operational concern., • Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures., • Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships., • Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank’s products and services., • Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews., • Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio., • Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client’s business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions., • Client Advocacy: Act as the client’s advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: • 10+ years’ work experience related to various aspects of middle market and corporate banking, • Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly, • Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services), • Experience reviewing and negotiating loan documents, • Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required, • Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments, • Ensures accuracy of information, data, and documentation for all portfolio accounts, • Actively participates in customer meetings to further the relationship and expand business opportunities, • Good mathematical, reading comprehension and writing skills, • Must have excellent interpersonal and communication skills, • Must be able to verbally communicate effectively one-to-one and in groups, • Must be able to write clearly and effectively, • Must be able to develop and maintain cohesive, cooperative internal and external working relationships, • Must have good personal organization and time management skills, • Must allocate time effectively and independently prioritize workload to meet timelines Qualifications: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Support the deal team in managing existing and developing new client relationships, • Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring, • Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.), • Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process, • Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed, • Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio, • Assist in training and coaching of new team members, • Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.), • Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Job Description About MyComputerCareer (MyCC): At MyComputerCareer, we’re transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter. Hours: Monday-Thursday Rotating 10am-7pm ET or 12 pm- 9:00 pm ET and Friday 9:30am-6:30pm ET Compensation: $50-65K (hourly, non exempt) Location: On site, Dallas Campus (Hybrid) Purpose of Position: As a Remote Admissions Advisor for MyComputerCareer, you will guide prospective students toward life-changing educational opportunities. Your role involves inspiring and motivating potential students to enroll in our programs, providing personalized consultations, and supporting them throughout the enrollment process. If you’re passionate about helping others achieve their career goals, we want to meet you! Essential Duties & Responsibilities: * Conduct virtual consultations with prospective students, presenting the value of MyComputerCareer through engaging discussions and presentations. * Perform daily follow-up calls to help prospective students progress toward enrollment. * Assist students in obtaining required enrollment documentation, such as transcripts and identification. * Guide students through securing financial aid and private lender funding. * Set expectations for success in the program and ensure onboarding completion, including interviews and attendance on the first day of labs. * Participate in student recruitment and retention efforts, including “save the student” meetings. * Maintain a high level of engagement with prospective students, with a minimum of 50 follow-up calls daily. * Perform additional duties as assigned. Key Competencies: * Professionalism, trustworthiness, and strong ethical standards. * Exceptional oral and written communication skills. * Results-driven and organized, with a passion for achieving goals. * Sales-oriented with a customer-focused mindset. Education & Experience Requirements: * High School Diploma or GED required; Associate’s or Bachelor’s degree preferred. * Proven high-performing sales experience. * Experience with Salesforce is a plus. Physical & Cognitive Demands: * Communicate clearly and effectively with prospective students. * Detect and address potential areas for improvement within the enrollment process. * Maintain consistent cognitive focus to manage complex transactions. * Occasionally perform minor physical tasks such as stooping or kneeling. Why Join Us? At MyComputerCareer, we offer a supportive environment where you can make a meaningful impact on the lives of our students. If you’re looking for a fulfilling career where you can help others succeed while growing professionally, apply today! Equal Employment Opportunity Statement: MyComputerCareer is an Equal Opportunity Employer.

Job DescriptionAbout A360Our team is growing, and we’re looking for an experienced Salesforce Solution Architect! If you're passionate about solving complex challenges, driving innovation, and working across industries like retail, financial services, and hospitality, this is your opportunity to make an impact.At A360, we’re building something great—plenty of opportunities to grow, collaborate with an amazing team, and work on cutting-edge projects. Role Overview The Data Cloud Architect designs and delivers scalable Salesforce solutions that drive digital transformation. This role is key in pre-sales, project execution, technical leadership, and innovation, while also mentoring and building technical expertise within the consulting practice. ✔ Strategic Influence: Shape business direction and drive Salesforce innovation across multiple industries. ✔ Growth & Scalability: Work on high-impact, repeatable solutions that accelerate digital transformation. ✔ Leadership & Mentorship: Guide teams, define best practices, and elevate technical expertise. ✔ Innovation & Execution: Balance thought leadership with hands-on implementation success. Key Responsibilities 1. Leadership & Trusted Advisor • Act as a Salesforce Data Cloud subject matter expert, providing strategic guidance to clients and internal teams on use cases as well as technology, • Drive internal initiatives to expand the consulting practice with cutting-edge Salesforce solutions for various industries., • Generate thought leadership content that positions our firm at the forefront of data-driven marketing and sales, • Contribute to knowledge sharing, developing best practices and accelerators to enhance solution delivery., • Mentor and coach consultants, developers, and junior solution architects to strengthen team capabilities., • Stay at the forefront of emerging trends and technologies, ensuring clients benefit from the latest Salesforce innovations.2. Pre-Sales Scoping & Solution Design, • Partner with sales teams to support business development with deep subject matter expertise and precise project estimates., • Lead discovery sessions to assess client needs, advise them on best practices and use cases, and architect Salesforce-driven solutions tailored to industry-specific challenges., • Define and document solution architecture, use cases, and cost / feasibility analyses., • Develop and present strategic roadmaps and implementation frameworks to ensure long-term client success.3. Project Delivery & Execution, • Lead technical design and architecture for Salesforce implementations, ensuring scalability, performance, and best practices., • Create business value metrics, goals and ensure alignment throughout project lifecycle, • Facilitate solution design workshops and oversee technical execution, • Translate business requirements into well-architected, impactful solutions leveraging Salesforce., • Collaborate with project teams, clients, and partners to ensure seamless implementations., • Manage technical scope and client expectations, ensuring alignment between technology solutions and business objectives., • Develop high-level documentation and solution diagrams to support architectural decisions.4. Innovation & Accelerator Development, • Build reusable accelerators and frameworks to enhance efficiency and streamline implementations., • Stay ahead of Salesforce product releases and technological advancements, incorporating them into solution strategies., • 3+ years delivering CDP/Data Cloud solutions, • 5+ years designing solutions and/or developing Salesforce applications, • 3+ years in technology consulting, serving as a client-facing Solution Architect., • Certified as a Salesforce Data Cloud Consultant, • Expert-level proficiency in Salesforce Data Cloud and interfaces with Commerce, POS, OMS, Marketing, Loyalty and CRM (or) in Salesforce Data Cloud and interfaces with Core Banking, Loan Origination, Digital Banking, CRM, Marketing and Loyalty, • Strong expertise in data architecture and use-case driven cost & feasibility analysis, • Experience with consumption based SaaS products, • Hands-on experience with Salesforce Data Cloud, Marketing Cloud and Service Cloud with adequate knowledge of data warehouses and integration platforms, • Proven ability to lead technical requirements gathering, solution design, and enterprise system architecture., • Strong preference for candidates who have worked in retail or financial services, • Familiarity with Salesforce-compatible third-party solutions relevant to different industries (e.g., retail e-commerce, financial services automation, hospitality loyalty programs, and high-tech sales processes). PIqqu8HflQ

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. 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 mortgage broker 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., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • 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 Bachelor’s degree or two years related work experience.What We Offer, • 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. XFQeod46Rg

Job Description The M&A Advisor will oversee the full transaction lifecycle, from sourcing opportunities to closing deals and managing post-acquisition operations. The ideal candidate is a strategic thinker with financial acumen, strong negotiation skills, and some exposure to M&A or related fields. Compensation: $100,000+ Responsibilities: • Sourcing Opportunities: Identify businesses for sale through market research, networking, and industry outreach., • Underwriting: Conduct financial analysis, due diligence, and valuations to assess potential acquisitions., • Financing: Secure debt and/or equity financing by working with banks, private equity firms, or other capital sources., • Transaction Coordination: Manage deal processes, including negotiations, legal documentation, and stakeholder communications., • Closing: Ensure smooth transaction finalization, meeting all terms and compliance requirements., • Business Management: Post-acquisition, guide or manage the integration and optimization of acquired businesses., • Exit Strategy: Plan and execute business sales to maximize stakeholder value through strategic market positioning.Qualifications:, • Bachelor’s degree in Finance, Business, Economics, or related field; an advanced degree is a plus, but not required., • Some experience in M&A, investment banking, private equity, corporate development, or related fields (open to candidates with transferable skills)., • Basic financial modeling, valuation, and analytical abilities., • Ability to build relationships with business owners, investors, or lenders., • Strong negotiation, communication, and organizational skills., • Understanding of M&A transaction processes and regulations is a plus., • Comfortable working independently in a results-oriented environment., • Emerging network of M&A or business contacts., • Certifications like CFA or CPA are beneficial but not required.About Company We are a leading dealership specializing in commercial mowers and tractors, offering top-quality equipment and exceptional service to professional landscapers and agricultural businesses. Our team of over 15 professionals partners with major lawn care equipment vendors to deliver innovative solutions and outstanding customer satisfaction. We are committed to operational excellence and fostering a collaborative workplace.

Job Description Are you a leader who has the following traits? • Competitive, • Business-Minded, • Coachable, • Communicative, • Self-disciplined, • Authentic If yes, consider becoming a Financial Professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What we offer... Training and development We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help you balance your income while you complete our training program. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing agents and advisors. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, and Individual Disability Insurance, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Across our more than 12,000 diverse agent population, the average income in 2020 was $91,351. Individual agent performance dictates this income. Additional benefits include medical, dental, vision, a 401(k), and a pension. Compensation: $100,000 - $150,000 Responsibilities: • Mentor your team, evaluate their sales performance, and help them improve, • Identify, seek out, and generate prospects continuously using social media or other marketing tools, and create strong relationships with new clients as their trusted advisor, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer Business-minded professionals who are destined to build and lead teams join New York Life with a vision for their career and a strong sense of purpose. You may qualify for the program if you’ve completed your MBA within the past 24 months, have management experience, or have owned a business. Ideal candidates bring a strong desire to build, lead, and impact, along with proficiency in the following areas: • Listening and presenting, • Cultivating relationships, • Connecting emotionally, • Simplifying complex topics, • Educating and coaching As a candidate of the Fast Track Management Program, you’ll join New York Life as a financial professional to gain hands-on experience. Once you have met the program requirements, which typically takes 12 months, you’ll be eligible for a promotion to Associate Partner. You’ll build and lead your own team with the support of a Fortune 100 company. Our development managers and product consultants will support you in teaching your financial professionals everything they’ll need to know. Additional qualifications: • Bachelor's degree (Preferred), • Sales Experience: 2 years (Preferred), • Must live in the Dallas/Fort Worth areaAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

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. 3emtHypNxO

Job Description LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year - by Sun Sentinel! We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $6 Billion in real estate capital. Position Overview: Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business. Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary. Requirements Qualifications: The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed. Preferred Skills: • Minimum 2 years of experience in the real estate lending space (conventional/nonQM/mortgage insurance, etc.), • Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele, • Experience in commercial and residential mortgage lending, • Minimum 3 years in business to business sales, • Excellent written and verbal communication, strong organizational skills, and time management., • High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues., • Comfortability working in a fast paced, technology driven environment, • A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence Responsibilities: • Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory., • Promote LendingOne’s Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs., • Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities., • Act as a Trusted Advisor: Educate clients on LendingOne’s products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice., • Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support., • Evaluate and Screen Business Opportunities: Protect LendingOne’s interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services., • Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process., • Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables. Why LendingOne: • Diverse and inclusive workplace, with a supportive and friendly team, • Company awards, recognitions, and community involvement opportunities, • Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more!, • 10 Company-paid holidays, and Paid-time Off, • Work-From-Home Fridays!, • Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection, • We believe in promoting from within

Job Description Overview Our client’s Private Membership Club is being developed in partnership with one of the world’s highest profile and most trusted global brands with a focus on finance, technology, real estate, prestigious events, and nurturing outstanding individuals of every age. This will become Dallas’ most prestigious destination for refined social experiences, influential professional networking, elevated food and beverage, cultural events, and latest technology wellness. Comprising some 40,000 square feet and located in uptown Dallas, the Club’s anticipated opening is during Q4, 2026. Head of Membership Development The Head of Membership Development is a strategic leadership role, responsible for shaping and curating a highly selective membership community of influential individuals and senior business leaders, within a world- class, invitation only, private members club. This role is designed for an accomplished connector who operates with impeccable discretion, cultural fluency, and a deep understanding of global tastemakers, industry leaders, and visionaries. The successful candidate will combine strategic insight with relationship artistry, positioning the club as a destination for exceptional individuals without relying on traditional marketing tactics. They will serve as both curator and gatekeeper, ensuring each invitation reflects the brand’s provenance and ethos of excellence, integrity, and cultural depth. Requirements Membership Strategy & Curation: Build and execute a membership strategy that emphasizes quality, influence, and cultural resonance over scale. Develop a long-term admissions roadmap, balancing professional plurality, creative mastery, and leadership presence. Work closely with the executive team to refine positioning and establish membership standards that reinforce brand prestige. Relationship Building & Network Development: Identify and engage exceptional individuals and companies across industries and geographies through subtle outreach, trusted introductions, and relationship-driven cultivation. Foster authentic connections that translate into long-term loyalty and advocacy. Represent the club as a judicious ambassador within elite social, cultural, and business circles. Admissions Process & Governance: Lead a rigorous admissions framework that balances confidentiality, integrity, and thoughtful evaluation. Collaborate with senior leadership to define governance protocols and ensure alignment with the brand’s ethos. Member Experience & Engagement: Partner with operations and programming teams to create experiences and touchpoints that reinforce exclusivity and value for members. Serve as a trusted advisor to leadership, providing insights on member sentiment, cultural shifts, special events, and opportunities for strategic engagement. Brand Stewardship: Elevate the club’s reputation as a community of extraordinary individuals and companies while maintaining its discreet, invitation-only identity. Contribute to high-level strategy that strengthens the club’s cultural relevance and social standing. Candidate Profile • A minimum of 5 years of success in high-end sales, preferably in financial products, exclusive private clubs, luxury hospitality, executive networking, luxury brands, or premium real estate., • Established network within Dallas/Fort Worth business, social, and philanthropic circles, ideally extended to other cities and countries., • Ability to communicate value across both lifestyle benefits (dining, experiences, community) and professional opportunities (connections, influence, thought leadership)., • Magnetic, polished, discreet, intelligent, strategic, and charismatic, with exceptional interpersonal and presentation skills., • Results driven strategic thinker with the ability to balance relationship-building with measurable revenue performance., • Competitive base salary plus generous performance incentives., • Comprehensive health and wellness benefits., • Full membership access to the Club’s exclusive amenities, experiences, and events., • A unique, high-profile, leadership role at Dallas’ most prestigious private club. Our client is proud to be an equal opportunity workplace and hires regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity and/or expression, pregnancy, Veteran status any other characteristic protected by federal, state or local law.

Job DescriptionSalary: 60k Base 150k OTE plus Benefits Position Summary: We are seeking a high-performing and relationship-driven Jet Card & Fractional Sales Director to lead client acquisition and revenue growth within our premium aviation division. This role is responsible for selling jet card memberships and fractional private aviation programs to high-net-worth individuals (HNWIs), C-level executives, and corporate flight departments. As an ambassador of the brand, youll cultivate lasting relationships, deliver tailored aviation solutions, and contribute to Jetvias mission to be Americas leading midsize private jet provider. Key Responsibilities: • Source, qualify, and close new Jet Card and fractional ownership clients through direct outreach, referrals, and event-driven networking, • Develop and manage a personal pipeline of high-value prospects, including HNWIs, corporate accounts, and family offices, • Deliver compelling in-person and virtual presentations, proposals, and contract negotiations tailored to client flight needs, • Collaborate with marketing, customer success executives, and operations to align messaging and ensure a seamless client experience, • Attend targeted industry events and host private client experiences to drive engagement, • Maintain accurate CRM activity tracking, forecasting, and reporting for all stages of the sales cycle, • Exceed monthly and quarterly sales targets through high-volume, high-touch consultative selling, • Act as a trusted aviation advisor and brand representative with discretion, professionalism, and integrity Required Qualifications: • 5+ years of consultative B2C or B2B sales experience in private aviation, luxury travel, financial services, or a related industry, • Demonstrated success closing high-ticket services or membership programs with UHNW clientele, • Exceptional interpersonal, communication, and presentation skills, • Existing HNWI or corporate prospect network highly preferred, • Ability to manage a long and short sales cycle with attention to service quality and urgency, • Proficiency with CRM platforms (e.g., Salesforce, HubSpot), • Willingness to travel regularly (30%50%) for client meetings and industry events Preferred Attributes: • Background in private aviation sales (charter, jet card, fractional, or aircraft management), • Familiarity with jet card program structures, pricing, and aircraft categories, • Strong personal brand and credibility in the luxury or UHNW market segment, • Entrepreneurial mindset with the ability to self-generate leads and manage your own book of business Perks: • Competitive base salary + uncapped commission, • Quarterly accelerators and bonuses for exceeding sales goals, • Monthly entertainment and hospitality budget, • Access to exclusive private aviation events, networking, and industry perks, • Opportunity for leadership growth and internal advancement About Jetvia: Jetvia is redefining midsize private aviation through elite customer service, trusted operational partnerships, and a focus on speed, safety, and style. With a foundation in both wholesale brokerage and luxury client service, we deliver world-class charter solutions and private flight programs for discerning travelers across the country. remote work

Job Description Frost Brown Todd LLP, a national law firm with over 1,000 legal and business professionals across eighteen offices, is seeking a full-time Practice Services Manager to join our firm. The Practice Services Manager will support the business performance and daily operational needs of the firm’s Practice Groups, playing a key role in advancing Practice Group and the firm-wide strategic goals. This position also helps foster a positive and inclusive work environment that encourages teamwork, collaboration and cross-functional cooperation across groups, teams, and offices. The ideal candidate will bring strong leadership skills, sound judgment, and the ability to manage multiple priorities in a fast-paced, professional services environment. Key Responsibilities: • Review and analyze monthly financial reports on attorney productivity, time entry, workflow, and other firm metrics to monitor key performance indicators. Highlight trends and key insights from the analysis and help identify opportunities for improving performance against goals. Promote appropriate and effective delegation of work based on expertise and experience., • Collaborate with colleagues in Finance, Pricing, Legal Project Management, Data & Innovation and other departments to address ongoing and ad hoc information, reporting and technology needs., • Support the planning and execution of Practice Group meetings and retreats by coordinating with appropriate administrative departments, preparing and communicating agendas and materials, and developing and executing action items., • Facilitate communication and collaboration within and across Practice Groups to enhance teamwork and cross-functional cooperation., • Proactively identify opportunities for process and practice improvements. Partner with Practice Group members to develop and implement best practices and promote knowledge sharing across Practice Groups., • Support and manage Practice Group initiatives by engaging administrative departments to ensure Practice Group Leaders and Practice Groups receive support in all service areas., • Partner with the Director(s) of Practice Services and Practice Group Leaders to develop specific financial goals, objectives, targets, and measures for each Practice Group and for the Department as a whole. Assist with the annual revenue budget preparation and the management of other planning processes., • Participate in the formulation of Practice Group expense budgets. Develop and manage specific Practice Group budgets., • Collaborate with Practice Group Leaders, Directors of Practice Services and Pricing to establish attorney billing rates., • Monitor and analyze Practice Group performance, including financial review, provide recommendations for corrective action when necessary, and assist with follow-up., • Understand and apply Practice Group, attorney, and client profitability models. Support Practice Group Leaders and attorneys in achieving acceptable levels of profitability., • Assist Practice Group Leaders with attorney workforce planning and forecasting, as well as attorney recruitment, retention, and training. Provide input on attorney evaluation, compensation and advancement., • Participate in and assist with follow-up activities to performance evaluations for associates and partners., • Assist with the integration of attorneys into Practice Groups, with emphasis on new associates., • Coordinate with Practice Group members and other firm personnel to ensure a smooth transition of client work and the proper handling of administrative tasks related to attorney retirements or departures., • Assist in the development, execution, and monitoring of Practice Group and Department business plans., • Support Practice Group Leaders to drive strategic and profitable growth and provide targeted support in the execution and management of day-to-day initiatives and activities toward that goal., • Participate actively in Department/Practice Group/Partner meetings, retreats and special events., • Bachelor’s degree required. J.D. or MBA highly desirable., • Minimum three years of experience in roles involving leadership/management, business operations, project management, financial analysis/reporting., • Experience in a professional services firm required; law firm experience is highly desirable. Experience as a practicing attorney is helpful but not required., • Demonstrated career progression involving increasingly complex leadership or management assignments and responsibilities., • Demonstrated diplomacy and professional presence to build relationships and gain the confidence of internal stakeholders as a trusted advisor. Strong client service and team mindset., • Strong client service orientation and collaborative mindset; able to work effectively with multiple stakeholders to achieve buy-in and results., • Commitment to handle confidential and sensitive information with the appropriate discretion., • Strong interpersonal and management coaching skills., • Strong planning and organization skills., • Excellent written and verbal communication skills., • Ability to manage multiple projects and competing priorities at once, problem solve, and work well under tight time constraints., • Strong business and financial acumen; sound judgment and analytical thinking with strong attention to detail., • Motivated self-starter. Proactive approach and the ability to work “hands-on”, as required., • Ability to work effectively with individuals at all levels, including in challenging situations., • Cultural awareness to individuals from a broad range of backgrounds, including race, ethnicity, religion, gender, sexual orientation, gender identity and disability., • Ability to understand unconscious bias and its effect on recruiting, hiring, performance and advancement., • Ability to quickly shift priorities in a fast-paced and growing environment. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills. Essential Job Functions for the Senior Financial Planner I will include: • Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation., • This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel., • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future., • Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Dispense financial planning advice in both supervised and unsupervised environments., • Deliver financial planning support that results in increased referrals and high client retention., • Ensuring adherence to company standards of client care, meetings, referrals and retention., • Co- present financial planning concepts and analysis with advisors., • Mentor, coach, and review output of other members of the Financial Planning Group., • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), • Must have a Certified Financial Planner (CFP®) designation or must have a S65 and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional (FPQP®) or Master's Degree in Financial Planning, • Client facing experience with at least 6 years relevant experience preferred, • Excellent verbal, written, analytical and organizational skills, • Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)., • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work independently without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Client Development Financial Services Vice President Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Dallas, TX office as a Client Development Financial Services Vice President. As a Client Development Financial Services Vice President, you will be in a specialized client-facing role focused on growing business from existing clients and referrals, by providing holistic financial planning and portfolio service analysis. ABOUT THE ROLE • Grow business in a client-facing role from both existing and former high-net-worth clientele, as well as their referrals, who have assets more than $500k per household, • Work alongside an established sales and service support team, who will assist you in being successful within the role by managing client retention, lead generation, trading, and investment research, while you take on the responsibility to help our client’s high-net-worth clientele reach their financial goals, • Call current clients who have liquid assets outside of our client’s management, as well as generate referrals, to meet with the current, former, and prospective high-net-worth clientele via telephone and in-person meetings to gather additional new business, • Convey and present the firm’s investment management strategies to the high-net-worth clientele, which will include holistic financial planning and portfolio service analysis, • Obtain documentation from current, former, and prospective high-net-worth clientele needed to add accounts to our client’s firm Requirements • 5 or more years of experience with client-facing or production-based roles within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents—the firm will also assist you in obtaining the Series 65 within 60 days of start date, • Extensive market knowledge and understanding of capital markets and investment products, • Extensive experience with growing business via referrals, as well as high-volume phone activity and in-person meetings Benefits • Base salary to start with a gradual step-down decline; compensation also includes uncapped commission, as well as a quarterly bonus, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees), • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job DescriptionWorld 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 - Commercial 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, with a focus on commercial accounts, • 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 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 Human Resources Talent Department. #LI-MS1 Powered by JazzHR HMBcUqTZnK

Job Description Entry Role with Extensive Training and Mentorship Location: Hybrid | Full-Time | Growth Path to Licensed Advisor Are you energized by conversations? Thrive on follow-up? Ready to grow into a real career—not just clock in? Texas National Financial Group (TNFG) is hiring a high-energy Future Financial Professional – Entry Role with Extensive Training and Mentorship to work directly with one of our top producers. Your mission: connect with warm/cold leads, book qualified meetings, and be a crucial part of a growing wealth management practice. If you're ready to take the next step in financial services—or want to build your career from the ground up—we want to hear from you. Apply today and help build something BIG with the TNFG team. Compensation: $45,000 - $130,000 performance based Responsibilities: What You’ll Do: • Make outbound calls daily to qualified leads and book appointments for a top-producing advisor, • Follow up on existing prospects, referrals, and marketing campaigns, • Track activity, conversations, and results using our CRM (Redtail), • Strong phone presence and zero call reluctance, • Experience in outbound sales, appointment setting, or call center preferred, • Licensed in Life Insurance (or willing to get licensed within 60 days—support provided), • Organized, coachable, and driven to hit your numbers Perks & Growth: • Clear career path toward becoming a fully licensed advisor, • Study material reimbursement and licensing mentorship, • Supportive team culture with real-time coaching and collaboration, • Access to industry platforms like FMAX, AssetMark, Redtail, and more, • Flexible hours with remote work option About Company We are a growing, people-first agency built on education, trust, and legacy. We partner with leading carriers — including MassMutual, Jackson, Prudential, and National Life Group — to deliver best-in-class life insurance and premium financing solutions. 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.