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

Join a global community of talented professionals to shape the future of AI. Earn up to $15 USD/hr and additional rewards based on quality of submission. \n Outlier is committed to improving the intelligence & safety of AI models. Owned and operated by Scale AI, we’ve recently been featured in Forbes for partnering experts with top AI labs to provide the high quality data for LLMs. We believe AI can only perform as well as the data it’s trained on. That’s why we work with contributors from all over the world, who help improve AI models by providing expert human feedback. This data has led to AI advancements for the world's leading AI labs and large language model builders. We’ve built a best-in-class remote work platform for our freelance contributors to provide valuable, specialized skills, and we in turn strive to provide them with a positive experience based on our core pillars of reliability, transparency, and flexibility. \n What you will be doing \n We are looking for someone who speaks fluent English to contribute their expertise toward training and refining cutting-edge AI systems. \n\n • Adopt a “user mindset” to produce natural data to meet the realistic needs you have or would use AI for.\n, • Use the tool of rubrics to address user needs in a structured way.\n, • Evaluate AI outputs by reviewing and ranking reasoning and problem-solving responses from large language models.\n, • Education: Bachelor’s degree or higher (or currently enrolled).\n, • Analytical and Problem-Solving Skills: Ability to develop complex, professional-level prompts and evaluate nuanced AI reasoning.\n, • Strong Writing: Clear, concise, and engaging writing to explain decisions or critique responses.\n, • Attention to Detail: Commitment to accuracy and ability to assess technical aspects of model outputs. Nice to Haves:\n • Experience in fields like literature, creative writing, history, philosophy, theology, etc.\n, • Prior writing or editorial experience (content strategist, technical writer, editor, etc.).\n

Job Description Financial Advisor Job Description At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one’s balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Opes One Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours

Job Description SWMG Title: Financial Advisor Subtitle: Financial Advisor (Servicing Advisor) Job Details Time: Full Time Position with expected 40+ hours per week in Fort Worth office Salary and bonus - $100k to $125K plus production bonus plus revenue growth bonus Dress Code: Business Professional Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm Benefits: Medical, Dental, Vision, Disability, Life, PTO, 401k with match Are you a veteran advisor with a track record for providing advice to high net worth clients? Do you have a passion for financial planning and investing? If yes, keep reading... Established financial planning and investment firm is looking for a seasoned financial advisor to service its existing client base. This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker/presenter. They should exhibit the highest integrity and a reputation for putting the client first. This career path offers unlimited income and career growth potential. Strittmatter Wealth offers a Financial Advisor Career Path unmatched in the industry. Job Duties and Responsibilities • Meet with existing clients for investment update and financial planning review meetings, • Each client has a lead advisor and a servicing advisor. The client meets twice a year, once with the lead advisor and once with the servicing advisor., • Meet with new clients to assist lead advisor in providing financial planning services, • Manage the financial planning process from start to finish for each client including:, • Prepare financial plans using eMoney and other financial planning software, • Create customized financial recommendations, • Prepare investment recommendations, • Present recommendations to clients, • Conduct research as needed related to assigned client cases, • Participate in the coordination of daily trading and reviewing daily completed tasks, • Ensure compliance notation is adhered to, • Assist in marketing materials development, • Prepare and present webinars and seminars, • Prepare trackers weekly, • Write or update policies and procedures weekly, • Minimum of 10+ years of financial planning experience in a client facing role, • CERTIFIED FINANCIAL PLANNER™ (CFP™) designation is a plus, • Series 65 license needed if you do not have CFP™, • Life and Health Insurance licensed, • Bachelor's degree or higher-level degree, • Sales Training, • Knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products, • Knowledge of concepts and regulations related to financial planning, • Knowledge of financial related technology, software planning tools and presentations, • Strong organization and time management skills to prioritize workload, handle multiple tasks and meet deadlines, • Ability to present complex topics an easy to understand language, • Detail oriented to ensure quality standards are met without impairing workflow, • Skill in following up to ensure resolution and completion of tasks, • Ability to produce presentations, correspondence; maintain spreadsheets and databases, • Ability to incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options, • Read and interpret technical and legal documents; apply the information as appropriate, • Provide a high level of customer service in a calm, courteous and professional manner, • Outlook email, • Redtail CRM, • Microsoft Office 365 (Word/ Excel/ PowerPoint/ Teams), • Google Suite (Doc, Sheets, Forms), • To enrich, educate and advance our client's lives by providing quality investment and planning advice, • Provide the best in class total wealth management services and experience, • Grow revenue by 30-50% per year, • Grow sales force by 50% per year, • Expand offering to new verticals each year, • Provide advanced planning strategies to high net worth clients Company Values: To Learn more about our company values, go to Why Strittmatter Brochure: To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: By CLICKING HERE We look forward to meeting you! Other Services Provided • Financial Education Classes taught in many colleges throughout metroplex, • RIA Acquisition, • Business planning and brokerage, • Real Estate Brokerage, Investing, Property Management, • Recruiting Job Posted by ApplicantPro

Job Description Looking for high-energy Sales Consultant who is ready to join a company that they can be proud to represent. With the Health Insurance Syndicate, you’re not just working a job — you’re building something that’s yours. You’ll get real mentorship and a team of high performers who treat sales like a craft. Whether you’re experienced or just getting started, this is where you learn how to win. We celebrate your wins and support your hard work. Top tier leads with financial support getting licensed and certified. Just like how you will invest in us we will invest in you. This Role Is For You If You Want: • A high-octane, positive work environment, • Training from top-tier mentors, • A company culture that values innovation and individuality, • Connecting people with industry-leading healthcare products for individuals, families, and small businesses, • Building lasting client relationships based on trust and results, • Staying sharp with ongoing industry training and skill-building, • Learning how to sell, close, and present like a pro What We’re Looking For: • Strong communication skills, • A positive, coachable attitude, • Sales experience is great — but not required, • Basic tech/phone skills Ideal Backgrounds: Sales Executive- Sales Associate-Sales Consultant-Customer Service Representative-Collections Agent-Brand Ambassador-Inside/Outside Sales-Sales Advisor-Telecommunications-Business Development Representative Best investment you can make in your future. A company who believes in their agents and acknowledges hard work and values the dedication that each individual brings to our company. Company DescriptionThe Health Insurance Syndicate is a fast-growing, performance-driven organization redefining what it means to succeed in sales. We specialize in helping individuals, families, and small businesses access top-tier healthcare solutions—but our real mission is empowering people to take ownership of their careers and break through financial and personal limits. We’re not your typical insurance agency. We're a team of high-energy professionals who value authenticity, hustle, and heart. Our culture is built on mentorship, support, and success, with a focus on helping every team member build something that’s truly theirs. From day one, we invest in you with the tools, training, and leadership needed to grow fast and go far. At The Health Insurance Syndicate, your drive sets the ceiling—and here, there’s no ceiling.The Health Insurance Syndicate is a fast-growing, performance-driven organization redefining what it means to succeed in sales. We specialize in helping individuals, families, and small businesses access top-tier healthcare solutions—but our real mission is empowering people to take ownership of their careers and break through financial and personal limits.\r\n\r\nWe’re not your typical insurance agency. We're a team of high-energy professionals who value authenticity, hustle, and heart. Our culture is built on mentorship, support, and success, with a focus on helping every team member build something that’s truly theirs. From day one, we invest in you with the tools, training, and leadership needed to grow fast and go far.\r\n\r\nAt The Health Insurance Syndicate, your drive sets the ceiling—and here, there’s no ceiling.

Job Description Looking for high-energy Sales Consultant who is ready to join a company that they can be proud to represent. With the Health Insurance Syndicate, you’re not just working a job — you’re building something that’s yours. You’ll get real mentorship and a team of high performers who treat sales like a craft. Whether you’re experienced or just getting started, this is where you learn how to win. We celebrate your wins and support your hard work. Top tier leads with financial support getting licensed and certified. Just like how you will invest in us we will invest in you. This Role Is For You If You Want: • A high-octane, positive work environment, • Training from top-tier mentors, • A company culture that values innovation and individuality, • Connecting people with industry-leading healthcare products for individuals, families, and small businesses, • Building lasting client relationships based on trust and results, • Staying sharp with ongoing industry training and skill-building, • Learning how to sell, close, and present like a pro What We’re Looking For: • Strong communication skills, • A positive, coachable attitude, • Sales experience is great — but not required, • Basic tech/phone skills Ideal Backgrounds: Sales Executive- Sales Associate-Sales Consultant-Customer Service Representative-Collections Agent-Brand Ambassador-Inside/Outside Sales-Sales Advisor-Telecommunications-Business Development Representative Best investment you can make in your future. A company who believes in their agents and acknowledges hard work and values the dedication that each individual brings to our company. Company DescriptionThe Health Insurance Syndicate is a fast-growing, performance-driven organization redefining what it means to succeed in sales. We specialize in helping individuals, families, and small businesses access top-tier healthcare solutions—but our real mission is empowering people to take ownership of their careers and break through financial and personal limits. We’re not your typical insurance agency. We're a team of high-energy professionals who value authenticity, hustle, and heart. Our culture is built on mentorship, support, and success, with a focus on helping every team member build something that’s truly theirs. From day one, we invest in you with the tools, training, and leadership needed to grow fast and go far. At The Health Insurance Syndicate, your drive sets the ceiling—and here, there’s no ceiling.The Health Insurance Syndicate is a fast-growing, performance-driven organization redefining what it means to succeed in sales. We specialize in helping individuals, families, and small businesses access top-tier healthcare solutions—but our real mission is empowering people to take ownership of their careers and break through financial and personal limits.\r\n\r\nWe’re not your typical insurance agency. We're a team of high-energy professionals who value authenticity, hustle, and heart. Our culture is built on mentorship, support, and success, with a focus on helping every team member build something that’s truly theirs. From day one, we invest in you with the tools, training, and leadership needed to grow fast and go far.\r\n\r\nAt The Health Insurance Syndicate, your drive sets the ceiling—and here, there’s no ceiling.

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisory within PNC's Wealth Management organization, you will be based in Fort Worth, TX. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate., • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently., • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed., • Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity., • Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management CompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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: $50-70K (hourly, non exempt) Location: On site, Arlington Campus (Hybrid) Purpose of Position: As an 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 Description Why CCI? CCI Systems, Inc. is an Employee-Owned Telecommunications Company based in Iron Mountain, MI with 60+ years of industry knowledge and experience. Our outstanding team-based work culture and environment has allowed us to grow, develop, and retain long-term employees. We offer a comprehensive benefits package, competitive pay, flexibility, paid on the job training, professional development, and inspire you to be bold, yet accountable. We value our employees’ hard work and determination and REWARD results all while having fun! We are seeking a Business Development Strategist who will operate as a consultative growth leader responsible for driving strategic engagements across CCI Systems’ Consulting Solutions portfolio—including feasibility studies, network expansion and capex planning, due diligence, grant funding support (BEAD and others), site acquisition, etc. This role is focused on identifying, developing, and closing new business opportunities with cable operators, fiber providers, FTTH companies, ISPs, energy and gas utilities, wireless entities, data center operators, tribal operators, and beyond. With a deep understanding of broadband infrastructure and public-private funding dynamics, the Business Development Strategist serves as a trusted advisor to clients navigating complex technical and financial decisions. This role partners closely with Regional Account Managers, functioning as an embedded overlay resource to accelerate pipeline velocity and expand wallet share within existing accounts. They bring domain expertise, strategic insight, and solution fluency to client conversations by translating technical capabilities into business outcomes. The ideal candidate combines consultative selling acumen with a strong grasp of network architecture, regulatory frameworks, and buying drivers. Responsibilities • Identify and qualify new business opportunities across broadband, fiber, utility, wireless, and other communication network infrastructure sectors., • Develop and execute go-to-market strategies for market development consulting services., • Contribute to the development of frameworks, templates, and playbooks for consulting services., • Partner with Regional Account Managers (RAMs) as a strategic overlay to drive consultative sales., • Participate in RFP responses and collaborate with functional groups required for completion., • Collaborate with marketing to analyze market trends and competitive dynamics, identifying opportunities that inform outreach strategies and positioning., • Serve as a trusted advisor to clients—translating technical solutions into business value., • Co-chair annual business reviews and client meetings to identify opportunities for future business., • Lead discovery sessions to understand client pain points, funding goals, and infrastructure needs., • Present tailored consulting offerings that align with client objectives, funding opportunities, etc., • Build and nurture long-term relationships with key stakeholders across public and private sectors., • Collaborate with consulting engineers to create and oversee feasibility studies, due diligence assessments, and ROI modeling and other related networks consulting engagements., • Influence deal strategy, pricing, and proposal development for consulting-led opportunities., • Accelerate pipeline velocity by identifying cross-sell and upsell opportunities within existing accounts., • Leverage CRM to track and report on engagements, progress, conversion rates, and revenue impact., • Support scoping and kickoff of consulting engagements to ensure alignment with client expectations., • Collaborate with delivery teams to ensure seamless handoffs and execution of scoped work., • Provide feedback loops to improve service offerings, pricing models, and delivery methodologies., • Represent CCI Systems at industry events, conferences, and webinars as a subject matter expert., • Stay current on federal/state funding programs, regulatory changes, and emerging technologies., • 5+ years of experience in technical product development (including go-to-market planning and successful product/service launches), technical sales, business development, broadband, IT, fiber, telecommunications, or related infrastructure sectors., • Bachelor’s degree in Business Administration, IT, or a related field preferred., • Proven track record of driving accretive product growth., • Documented success in closing consulting or technical engagements valued at $50,000+, with evidence of exceeding sales targets., • Strong communicator, systems thinker, and strategic executor., • Experience with tools like LinkedIn Sales Navigator, Copilot Studio, and CRM platforms., • Experience with Microsoft office tools and industry leading CRM tools., • Ability to think strategically and manage multiple customers and projects simultaneously., • Proven ability to be self-motivated, manage time, and effectively prioritize and execute tasks in a high-pressure environment., • Demonstrates a solid understanding of business finance to support strategic decision-making and solution alignment. Additional Information • 25% travel nationwide is required., • Must have a valid driver's license with an acceptable driving record., • Compensation: base salary range 120k-150k plus quarterly incentives., • Benefits: healthcare, retirement, paid leave (e.g., sick leave, PTO, company holidays), life insurance, AD&D, short-term disability, FSA, education reimbursement, wellness reimbursement, and employee assistance program (EAP). #LI-DNI

Job Description Job Title: Social Media Supervision Principal Location: Fort Worth, TX CornerStone Professional Placement is seeking a Social Media Supervision Principal for a direct hire opportunity with a leading financial services organization headquartered in Fort Worth, TX. This is an on-site position offering a great opportunity to support regulatory and compliance initiatives tied to marketing, social media, and digital communications in the financial sector. Responsibilities: • Oversee and monitor social media, digital communication, and marketing materials for compliance with brand standards, FINRA, SEC, and federal/state regulations., • Supervise and review social media profiles and digital communications for registered representatives., • Partner with Legal, Compliance, and Marketing leadership to refine and implement procedures around content and communication reviews., • Perform principal-level review and approval of external and internal content., • Administer the firm’s social media and website surveillance system including user approvals and decommissions., • Train and educate internal teams and field personnel on compliance-related topics and firm policies., • Respond to Salesforce case assignments daily., • Support internal/external audits and contribute to ongoing process improvement initiatives., • Promote a culture of teamwork, trust, and compliance throughout the organization. Requirements: • Bachelor’s degree required; relevant industry experience may substitute., • 3–5 years of experience in:, • FINRA and SEC compliance, • Digital communications and social media supervision, • Oversight of registered personnel, • Experience as a Financial Advisor is a plus, • Licenses required (or ability to obtain within 90 days):, • FINRA Series 7, 24, and 66, • Life and Health Insurance license, • Strong analytical, communication, and conflict resolution skills., • Ability to work independently and in a fast-paced, regulated environment., • Deep knowledge of compliance manuals and supervisory procedures., • Committed to continuous learning and team-oriented collaboration. Compensation and Benefits: • Employment Type: Direct Hire, • Schedule: Hybrid Work Schedule; Monday/Friday Work from Home, • Location: Fort Worth, TX, • Salary: 90-105K plus 7% bonus potential, • Benefits: Comprehensive benefits package available If you are an experienced compliance or supervision professional with a background in digital communications and financial services, we invite you to apply today and take the next step in your career with a company committed to innovation, collaboration, and excellence. Send your resume to Allison Harrison at and call 817-635-0500 ext. 162 for immediate consideration. Company DescriptionCornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith. CornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.\r\n\r\nCornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!

Job Description Job Description Do you want to do a job that could potentially save lives every day? Do you want to be on the forefront of a technology partnership that will help create the future of smart security and home automation? Then today is a good day to become an ADT Solutions Advisor. You’ll be able to take advantage of our ever-expanding line of innovative home automation and smart security products and solutions, and help make homes smarter, and people safer – every day. This is your chance to join the leading security and home automation company and grow with us. Interested in being a part of the growth? Keep reading. So, who’s right for the job? A self-motivated, tech savvy individual driven to succeed. Someone who connects with people and enjoys meaningful interactions while expanding their network. Strives to deliver a great customer experience by building relationships and exhibiting empathy – no matter what the situation. Ultimately turning curious consumers into loyal customers. Someone who’s willing to put in the work, knowing that you’ll get out of it what you put into it. You’ll use your strong communication and creative skills to demonstrate the value of our innovative security and smart home solutions to customers while explaining our products and services in-depth and recommending the right solutions. You will work in a dynamic, collaborative environment, working closely with customers and coworkers. This role involves providing solutions by visiting customers at their homes or businesses. Do you... Get satisfaction from helping people? Have a knack for problem solving? Enjoy finding solutions to make people’s lives easier? Want to help protect what they value most, their loved ones, pets and prized possessions? Have a curiosity for the newest tech? Adapt quickly to competitive and customer needs? Prioritize your time well? Like what you are reading above but still not sure? Don’t worry. As the industry leader, ADT equips you with specialized training and the tech you need to meet your financial goals. What’s in it for you: Unlimited earning potential with uncapped commissions (our top performers earn $150K+!) Training wage of up to $4,000 over the first 8 weeks of employment Comprehensive benefits package (Medical, Dental, Vision, 401k w/match, tuition reimbursement Paid Time Off Mileage compensation Career growth opportunities Ability to work flexible hours to accommodate our customers’ needs Still not convinced? Check out this video of our professionals who make it part of their life’s mission: ADT professionals Check out more about life at ADT here. Read more about ADT + Google here. Qualifications About the Team Company Overview: ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and valuables, whether at home, your business or on the go. And as times change, so do we. Above all, our mission is clear: we help save lives for a living. Looking for a career where you can make a real impact? Join our team today and put purpose behind your paycheck. #WeAreADT Check out more about life at ADT here.

Job Description Do you want to do a job that could potentially save lives every day? Do you want to be on the forefront of a technology partnership that will help create the future of smart security and automation? Then today is a good day to become an ADT Solutions Advisor for businesses. You’ll be able to take advantage of our ever-expanding line of innovative automation and smart security products and solutions, and help make businesses smarter, and people safer – every day. This is your chance to join the leading security and automation company and grow with us. Interested in being a part of the growth? Keep reading. So, who’s right for the job? A self-motivated, tech savvy individual driven to succeed. Someone who connects with people and enjoys meaningful interactions while expanding their network. Strives to deliver a great customer experience by building relationships and exhibiting empathy – no matter what the situation. Ultimately turning curious consumers into loyal customers. Someone who’s willing to put in the work, knowing that you’ll get out of it what you put into it. You’ll use your strong communication and creative skills to demonstrate the value of our innovative security and smart business solutions to customers while explaining our products and services in-depth and recommending the right solutions. You will work in a dynamic, collaborative environment, working closely with customers and coworkers. This role involves providing solutions by visiting customers at their homes or businesses. Do you... Get satisfaction from helping people? Possess strong business insight, as well as general knowledge of key small business industries, technology trends in communities, and business challenges. Want to help protect what they value most, their people, property and assets? Have a curiosity for the newest tech? Adapt quickly to competitive and customer needs? Prioritize your time well? Like what you are reading above but still not sure? Don’t worry. As the industry leader, ADT equips you with specialized training and the tech you need to meet your financial goals. What’s in it for you: Unlimited earning potential with uncapped commissions (our top performers earn $150K+!) Training wage of up to $4,000 over the first 8 weeks of employment Comprehensive benefits package (Medical, Dental, Vision, 401k w/match, tuition reimbursement Paid Time Off Mileage compensation Career growth opportunities Ability to work flexible hours to accommodate our customers’ needs Still not convinced? Check out videos of our professionals who make it part of their life’s mission: ADT professionals Check out more about life at ADT here. Read more about ADT + Google here. Pay and Benefits Disclosure: Sales advisors will receive uncapped commission plus a training wage of up to $4,000 over the first 8 weeks of employment. Commissions are paid on a percentage of the products or services sold and eligible for a monthly performance bonus. Based upon performance, new sales advisors can expect to earn $85,000, while experienced sales advisors can earn over $150,000. If you are not sure you're ready for a commission-only sales position, please apply to discuss the role and training program. We offer employees access to healthcare benefits (medical, dental and vision), a 401(k) plan with company match, tuition reimbursement, mileage reimbursement, short-term and long-term disability coverage, life insurance, wellbeing benefits and paid time off among others. Qualifications About the Team Company Overview: ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and valuables, whether at home, your business or on the go. And as times change, so do we. Above all, our mission is clear: we help save lives for a living. Looking for a career where you can make a real impact? Join our team today and put purpose behind your paycheck. #WeAreADT Check out more about life at ADT here.

Job DescriptionWe are so excited you are interested in our Service Technician/Diesel Mechanic opportunities! We are interested in talking with Service Technicians/Diesel Mechanics of all levels and backgrounds. Please reach out to find out more about the different roles of our Service Technicians/Diesel Mechanics and the career path we can offer you. Winners Work Here!Premier Truck Group is dedicated to ONE Network Executing, our mission which focuses on delivering the best employee experience, operational excellence, and exceptional customer service. At PTG, our top priority is to be your employer of choice and to provide a top-tier employee experience, regardless of the location where you work. Who is Premier Truck Group?Premier Truck Group is headquartered in Dallas, Texas, with nearly 50 locations throughout the US and Canada, making it the largest Freightliner dealer group in North America. We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you build your career here, you make a commitment to being the very best in the business. We are the pre-eminent group of Freightliner truck dealerships in the nation with serious plans for the future and we want you to be a part of it. Why Join Our Winning Team as a Service Technician/Diesel Mechanic? We are so proud of the many benefits we offer our winning team of Service Technicians/Diesel Mechanics. Check out the specifics below! Technician Specifics:“Learn While You Earn” – Fully paid trainingTop Tech – Our annual competition to show off your skills and compete for $10k, plus many more prizesDealer Trainers – We are one of only a few dealer groups with our own team of in house trainingTool AllowanceSafety Glasses/Shoes Reimbursement Technician Onboarding ProgramMentorship Program – support for new techniciansMultiple Shifts Available – find the best schedule for you with shift premiumsTuition/Tool Reimbursement (accredited technical school graduates)Paid Vendor and OEM Training ProgramsPaid Uniforms and Laundry ServicesIndividual Laptop (most dealerships) Our Fully Comprehensive Benefits Package Includes:Health Benefits – Medical, Dental, Vision, Orthodontics Supplemental Benefits – Accident, Cancer, Disability Policies that fit your needsRetirement – 401k with company matchEmployee Assistance ProgramsMaternity/Paternity Pay Pet InsurancePaid Time Off9 Company HolidaysAdoption AssistancePaid Community Involvement OpportunitiesSmart Dollar Program – free financial planning Our Winning Culture Is Comprised Of:Advancement opportunities – Internal PromotionHoliday EventsCompany and Employee EventsEmployee Programs – Veterans Day, Breast Cancer Awareness Month, and moreWinning Women of Premier Referral Bonuses Employee Recognition ProgramsSafety First Organization – we hold the highest safety standardsEmployee Surveys – let your voice be heardAnnual Reviews for Consistent FeedbackRev Up – New hire orientation program to get you fully up to speed about PTGOne App – We offer our own app for consistent communicationElite Support – Our dealerships meet the highest standards Here are some quick insights into this opportunity. We would love to discuss it with you in more detail! Diesel Mechanic Responsibilities:· Performs vehicle inspections, troubleshooting and testing to determine required or recommended repairs · Accurately diagnose malfunctions and perform the necessary repairs for them including but not limited to repairing engine failures; repairing mechanical and electrical systems malfunctions; replacing parts and components as required · Examines assigned vehicle to determine if further safety or service work is required or recommended · Verifies vehicle serviceability and ensure quality repairs the first time by conducting test drives; adjusting controls and systems as required · Ensures that customer vehicles kept clean during repair process · Contains costs by using warranty; evaluating service and parts options for repairs as required · Communicates with service advisor and/or dispatcher if additional work is needed · Aids service writer as needed to write work orders, conduct test rides, interact with the customer, or in any other way necessary to guarantee customer satisfaction · Keeps supplies ready by inventorying stock; placing orders; verifying receipt of parts and supplies · Maintain a clean, efficient work area and assist in keeping the shop neat and organized · Documents all work performed and recommended on the repair order in accordance with standard operating procedures · Understands the terminology of the automobile business and keep abreast of technology changes in the product · Follows all attendance and punctuality standards with adherences to timekeeping standards; Employees are required to record the beginning and ending times of any shift, break or departure from work for personal reasons · Follows the Code of Business Ethics and Conduct · Understands and follows all work rules and follows directions from Supervisors · Upholds the company’s non-disclosure and confidentiality policies · Maintains a professional appearance in accordance with company policy · Attends pertinent training on request · Attends company meetings as required Diesel Mechanic Requirements:· High school diploma or the equivalent and two-year related experience or equivalent combination of education and experience. · Associate's degree (A. A.) or equivalent from two-year College or technical school; and two-year related experience and/or training; or equivalent combination of education and experience. Ready to Join?Apply now to learn more about what Premier Truck Group has to offer! Premier Truck Group is an equal opportunity employer. IND - ST

Job DescriptionAbout the job We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records. The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems. Qualifications / Job Requirements • Proven administrative or operations experience, preferably in account management, financial services, or client support, • Excellent written and verbal English communication skills, • Strong attention to detail and ability to manage multiple tasks accurately, • Has experience with CRM systems, document management, and online communication tools, • Professional, reliable, and able to maintain confidentiality with sensitive information, • Strong problem-solving skills and ability to work independently, • Must be available to work Monday to Friday, 8 AM - 5 PM CST onsite, • Support the full lifecycle of client account management, including new account setup, account maintenance, and transfer processing, • Coordinate and facilitate 401(k) rollovers and account transfers with accuracy and professionalism, • Complete and process all required forms and documentation promptly and correctly, • Maintain thorough and organized tracking of account activities and updates, • Communicate clearly and professionally with clients and internal teams to ensure all requests are handled efficiently, • Execute trading or transaction instructions as directed, ensuring compliance with firm policies, • Record all interactions, updates, and notes accurately in the firm's CRM system Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high value clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. Job Posted by ApplicantPro

Job Description Key Responsibilities Support to Corporate Development & M&A • Assist the VP, Business Transformation with tasks related to M&A analysis, documentation, and execution as assigned., • Support financial modeling, valuation, scenario analysis, and preparation of related materials., • Participate in due diligence activities ensuring accuracy and completeness of findings., • Assist in integration planning, including systems mapping, process alignment, and KPI development., • Track integration progress and support the preparation of synergy analysis and reporting., • Work closely with the VP, Business Transformation to operationalize, structure, and advance the initiatives owned by the Business Transformation function., • Follow up, measure, track, and document progress for all initiatives under the VP’s responsibility to ensure disciplined execution and timely advancement., • Develop and maintain structured templates, action plans, dashboards, and tracking mechanisms specific to the VP Business Transformation’s portfolio., • Coordinate with contributors involved in Business Transformation initiatives to ensure clarity of milestones, KPIs, timelines, and dependencies related to the VP’s workstreams., • Conduct financial and operational analyses to identify efficiency opportunities., • Support cross-functional initiatives focused on workflow improvement, margin protection, and operational efficiency., • Assist in developing business cases, validating financial impact, and tracking savings realization., • Collaborate closely with IT & Digital Transformation teams on automation, AI, analytics, data platforms, and process improvement initiatives., • Prepare executive-ready presentations, dashboards, KPIs, and business cases for the overall business., • Build and maintain reporting tools and advanced Power BI dashboards to support decision-making., • Provide analytical insights using modern tools (AI-enabled analysis, advanced Excel, BI platforms)., • Support project planning, documentation, and structured follow-up across multiple initiatives., • Coordinate inputs across functional teams to ensure alignment and consistent reporting. Education • CPA required., • Minimum 10 years of progressive experience in Finance, Corporate Development, Business & Data Analysis, or related fields., • Strong experience in financial modeling, analysis, and business case development., • Exposure to M&A diligence and integration is strongly preferred., • Advanced financial modeling and analytical capabilities., • Strong understanding of operational processes and cross-functional business dynamics., • Strong IT and digital acumen, including:, • ERP literacy;, • Power BI or equivalent data analytics tools (required);, • Advanced proficiency in AI/automation applications and digital workflows;, • Familiarity with emerging analytics tools and technology platforms., • Strategic thinker with a disciplined execution mindset., • High integrity, professionalism, and discretion; able to operate as a trusted advisor., • Excellent communication skills, both written and verbal., • Ability to influence without authority and collaborate across multiple executive-led initiatives., • Curious, adaptable, and comfortable in complex, fast-paced environments., • Demonstrated potential for advancement into future executive leadership roles.

Job Description Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication Responsibilities and Duties • Operational Duties, • Follow necessary steps for investment account creation, • Continuous follow up on outstanding requirements during account creation and account funding, • Communicate over the phone and email to gather requirements for account creation, • Adding, updating, and completing workflows within our CRM system, • Address work items in NOT IN GOOD ORDER (NIGO) status, • Add and edit account features such as cashiering requests for a client, • Work alongside experienced team members and ask for help when needed, • Customer Service Duties, • Create a welcoming experience for all guests and team members, • Answer inbound phone calls and route them to the right person or take a message, • Handle customer requests and account service items like address and beneficiary changes, • Set up and maintain our customer online portal experience in eMoney, • Administrative Duties, • Data Entry, • Creating electronic files for clients and accounts, • Experience: 1-3 years preferred but not required, • Education: College degree preferred but not required, • Skills Required:, • Computer Skills, • Communicating Over the Phone, • Organizational Skills, • Persistency

Job Description Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities • Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning, • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation, • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews, • Manage data and plans in financial planning software, • Learn the technical aspects of the advisor position and prepare to service clients independently, • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply, • Deepen client relationships and establish credibility and rapport both in person and via phone, • Clearly articulate complex concepts to customers, • Proactively communicating with clients and following up on all contacts assigned, • Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives, • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business, • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork, • Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc., • Other duties as assigned Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products, • Basic computer skills are essential (Outlook, Word, Excel and Power Point), • Excellent communication skills, both verbally and in writing, • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once, • Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience • Bachelor’s degree (finance, accounting or related field preferred), • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required, • Series 65/66 preferred (or ability to obtain), • CFP or CIMA preferred Knowledge, Skills, and/or Abilities

Job Description Company: Strittmatter Wealth Management Group (SWMG), Fort Worth TX Job Title: Financial Planning Paraplanner Apprenticeship Hours: Full-Time Position Pay: $60K-$65K plus bonus Are you a graduate with a degree in Financial Planning? Strittmatter Wealth Management Group (SWMG), an independent RIA, is seeking an enthusiastic and detail-oriented Paraplanner for a career in our Advisor Apprenticeship Program . The Advisor Apprenticeship program offers a pathway to success for individuals looking to become financial advisors. In this multi-year program, you will be trained through each step of becoming a successful advisor starting with the Paraplanner position. If you are looking for unlimited pay potential and career growth potential, then look no further. Job Duties & Responsibilities • Prepare financial plans and recommendations for financial planning clients, • Participate in the investment research process and be part of the Investment Committee Team, • Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations., • Take thorough notes during new client meetings, • Use financial planning software to enter client data, create scenarios and reports, • Complete client assumptions, asset recommendations and plan recommendation documents, • Maintain effective working relationships with clients by assisting with their requests and account actions to completion, • Maintain client records, CRM database, and compliance files, • Request quotes for insurance, • Interface with team members, custodians, and insurance companies, • Track weekly results and turn into manager, • Create and update processes and procedures weekly, • Bachelor's degree in Financial Planning, • Proficient in Microsoft Office (Word, Excel, Outlook, Teams) and with Adobe Acrobat, • Strong attention to detail with the ability to work independently while embracing team collaboration, • Highly organized, • Displays exemplary professional communication skills, verbal and written, • Must be professional, courteous, and dependable, • Excellent client service skills, • Ability to manage multiple projects at once with consistent follow-through Commitment to provide high-quality work both to internal and external partners, • Ability to meet deadlines, • Minimum 3 professional references required, • Process driven and results oriented, • Full Time Position with expected 40+ hours per week in Fort Worth office., • Salary and bonus - $60k plus bonus, • Dress Code: Business Professional, • Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm, • Redtail, • Pershing, • VeoOne, • Adhesion, • eMoney, • Riskalyze, • Microsoft 365 (Excel, Word, PowerPoint, teams), • Google Suite (Docs, Sheets, Forms), • RoboForm, • Guru Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you! Other Services Provided • Lead Advisor Career Path, • Financial Classes taught in many colleges throughout metroplex, • RIA Acquisition, • Business planning and brokerage, • Real Estate Brokerage, Investing, Property Management, • Recruiting Job Posted by ApplicantPro

Job Description Strittmatter Wealth Management Group is actively seeking an extraordinary and seasoned Wealth Management Chief Operations Office for our home office - a true visionary with a proven track record of driving significant growth and leading high-performance teams. You will be playing a key role in scaling out a multi-office, boutique RIA. Job Requirements: • Must have at least 10 years proven management experience in the financial industry Completed a Bachelor's degree or higher qualification, • Has the following certifications: Certified Financial Planner (CFP) or Series 65 as well as Life and Health Insurance license/s, • Extensive knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products, • Demonstrates exceptional client relationship management skills, • Lead, mentor, and empower a team of financial advisors and support staff to achieve excellence, • Drive performance through weekly meetings, goal setting, and data-driven strategies, • Develop and implement branch OKRs to align with company objectives and growth targets, • Recruit, train, and develop top-performing sales talent, • Oversee client acquisition, onboarding, and the full financial planning process, • Utilize technology and AI to enhance operational efficiency and client experience, • Ensure compliance with all regulatory and company standards, • Collaborate on marketing initiatives targeting high-net-worth clients Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high value clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. • Long term career-focused company with unlimited growth opportunities, • Competitive compensation with performance-based bonuses., • Comprehensive benefits package, including medical, dental, vision, disability, and life insurance., • 401(k) with company match to support your financial future. To learn more about us and why you should join our team, download our brochure: strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf Job Posted by ApplicantPro

Job DescriptionSalary: Reeder General Contractors, Inc. Department: Operations Job Family: Manage Reports to: Senior Project Manager | Project Executive Job Type: Full-time Qualifications: • Bachelor of Science degree in Construction Management or related degree, • 5-8 years of experience in construction project management with proven leadership experience managing teams., • Thorough understanding of construction processes, contracts, and project financials., • Experience leading projects up to $20 million., • Leadership, mentorship & team-building skills., • Strong decision-making and risk management capabilities., • Strategic thinking and ability to manage multiple priorities., • Detail oriented and strong communications skills., • Expertise in project planning, scheduling, and execution., • Advanced knowledge of budgeting, cost control, and financial reporting., • Proficiency in resolving complex project challenges and conflicts., • Excellent communication and presentation skills for stakeholder engagement., • Strong negotiation skills for managing contracts and subcontractor agreements., • Experience developing strong relationships with the Owner, Architects, and Subcontractors. Job Summary: The Project Manager is responsible for leading the planning, execution, and successful delivery of construction projects while maintaining budget, schedule, and quality expectations. This role manages all aspects of the project lifecycle, including developing project plans, overseeing subcontractor performance, and ensuring compliance with safety and quality standards. Key responsibilities include budget and schedule management, stakeholder communication, and resolving complex project challenges. The Project Manager collaborates closely with clients, design teams, and field staff, ensuring all project objectives are met while fostering a positive and productive team environment. Training and Certifications: • OSHA 30, • CPR/First Aid, • Procore - Project Management, • Outbuild - Scheduling, • Plan Swift - Estimating, • MS Excel, • REEDER Daily Log Software, • Drone Pilot Training Available Knowledge, Skills, and Abilities Requirements: Preconstruction and Estimating Overview of Preconstruction & Estimating Responsibility A Project Managers responsibilities for Preconstruction and Estimating involve collaborating with the estimating team to develop accurate project budgets, schedules, and scopes during the development of the Guaranteed Maximum Price (GMP). They review cost estimates, identify potential risks, and suggest value engineering options to optimize project costs and efficiency. The Project Manager also coordinates with designers, engineers, and other stakeholders to finalize project details, ensuring that preconstruction plans align with scope requirements and set clear guidelines for the construction phase. Preconstruction & Estimating Tasks • Attend Pre-Bid Meetings, • Perform take offs, • Assist and organize scopes of incoming subcontractor proposals on bid day., • Assist in preparing Bid Scope sheets, • Assist in creation of Site Logistics, Phasing Plans, and conducting site audits, • Assist in reviewing contract documents for constructability review, • Coordinate Value Engineering Efforts Identify and implement cost-saving measures while maintaining project quality. Subcontracts & Buy Out Overview of Subcontracts and Buy Out Responsibility Fully negotiates pricing without scope holes prior to execution of subcontract. Initiates the "Subcontract Document Checklist" and coordinates with Document Controls to draft the contract. Reviews final contract drafts and Updates MCC and Foundation. Coordinate project team and take full responsibility for review, negotiation and execution of all subcontracts. Subcontracts & Buy Out Tasks Document Control | Job Set Up Overview of Documents Control Responsibility A Project Managers document control responsibilities involve overseeing the organization and management of all project documents including those on the RGC Server and in Procore, ensuring accuracy, accessibility, and compliance with company and contractual standards. They review and approve document updates, coordinate with the project team to maintain an updated set of construction and contract documents and ensure that all stakeholders have access to the latest revisions. The Project Manager is also responsible for maintaining detailed records and auditing documentation regularly to support project reviews, claims, and closeout processes. Document Control Tasks Submittals Overview of Submittals Responsibility Ensure / Police the timely approval of submittals so they do not affect project schedule negatively. Study lead times, get ahead of procurement and drive the approval process with Owner in case of delays. Meetings Overview of Meetings Responsibility Provides project level leadership for the entire team during meetings. Review of meeting agendas for tack/compliance. Takes chair ownership of meetings and manages the teams to ensure proper execution of all meeting documentation is occurring. Scheduling Overview of Scheduling Responsibility Co-Lead the charge, with the lead Superintendent on building an accurate schedule and ensure project schedule is maintained throughout the project life cycle. Identify potential delays, constraints and work to correct any issues impacting the project schedule. Project Problem Resolution RFIs Overview of RFI Responsibility Review the content of RFIs before submission, particularly those involving significant changes or cost impacts with a key focus on creating effective proposed solutions that benefit the schedule, budget and quality for the project. For complex or urgent RFIs, escalates it to the Senior PM, who may then collaborate directly with architects, engineers, or clients to expedite responses. Project Problem Resolution Proposals Overview of Proposal Responsibility A Project Manager (PM) oversees the approval, client communication, and financial assessment of change proposals and RFP responses, ensuring alignment with project goals and budget constraints. The PM manages high-level client and stakeholder interactions, negotiating and clarifying any changes in scope, cost, or schedule. They also work closely with senior leadership on significant proposals and ensure all documentation aligns with the projects strategic objectives. Project Problem Resolution Change Orders Overview of Change Order Responsibility A Project Managers responsibilities for change orders to subcontractors involve reviewing and approving change requests, coordinating with the project team to assess scope, cost, and schedule impacts, and negotiating terms with subcontractors to ensure alignment with project goals. They manage the documentation and processing of each change order, ensuring accuracy and compliance, and monitor the financial and scheduling impacts, adjusting the project plan as needed. The Project Manager ensures that change orders are executed smoothly to maintain project momentum and budget control. Pay Request | Cost Reporting Overview of Pay Request/ Cost Responsibility Manages and is accountable for the entire Owner pay-application process, monthly cost reporting process and budget reviews with accounting team. Responsible for financial health of job and forecasting costs. Project Close Out Overview of Closeout Responsibility Accountable for final closeout of project (financials, documentation, closing permits, closing 311T agreements, warranties, accounting items, final billings, payments etc.) until the project is closed out on the books internally at REEDER. Superintendent shall be responsible for completion of onsite punch list, inspection items. Safety Overview of Safety Responsibility A Project Managers safety responsibilities involve ensuring that all project activities adhere to company safety policies and regulatory standards, actively promoting a culture of safety across the site. They coordinate safety planning with the safety officer and site supervisors, oversee the implementation of safety protocols, and ensure that all team members and subcontractors participate in required safety training. The Project Manager conducts regular site inspections, addresses safety concerns promptly, and investigates incidents to prevent future occurrences, all while maintaining thorough safety documentation for compliance and reporting purposes. Daily Logs and Progress Documentation Overview of Daily Log Responsibility A Project Managers responsibilities for the Project Field Daily Log involve ensuring that daily entries accurately document work progress, labor, photographs, weather conditions, and any issues or delays encountered on-site. They provide entries to the RAKEN log when on site and review logs regularly to track project progress, address discrepancies, and identify any emerging risks or delays that could impact the schedule. The Project Manager uses the daily log as a tool to support decision-making, communicate updates to stakeholders, and ensure that all project activities align with safety and contractual requirements. Onboarding & Mentorship Overview of Onboarding & Mentorship Responsibility A Project Managers responsibilities for onboarding and mentorship of team members include introducing them to project-specific processes, daily responsibilities, and key performance expectations. The Project Manager provides initial onboarding mentorship, hands-on guidance, training, offers constructive feedback, and addresses questions to help team members develop their skills and adapt to the project environment. By fostering open communication and sharing relevant knowledge, the Project Manager supports team members growth and ensures they are equipped to contribute effectively to project goals. Personal Attributes: Attendance, Punctuality, and Time Management Shows up consistently on time for work every day. Shows up ahead of time to prepare for regularly scheduled meetings. Delivers assignments on time. Follows through with commitments. Behavior Relations with Others Cooperates and contributes to team efforts, responds positively to suggestions and instructions or criticism, keeps internal and external team members informed of important details, and adapts well to changing circumstances. Maintains a zero gossip focus and discourages others from spreading gossip or rumors. Stays professional by not maligning internal or external team members. Never criticize, condemn or complain. Leadership Provides vision to team for desired state. Appropriately resolves both one-to-one conflict and group to group problems. Directs staff through appropriate conflict resolution steps. Expresses own ideas, thoughts and feelings in a manner that demonstrates a consideration of the needs, ideas, and feelings of others. Problem Solving Identifies resources needed to resolve a problem and/or when a problem should be escalated to higher levels or transferred to individuals with more expertise. Determines and recommends alternative actions to be taken to resolve issues. Seeks solutions that exhibit win/win outcomes. Overcomes obstacles to achieve desired results. Learns from mistakes and focuses on continual improvement. Execution / Quality Successfully delivers work assignments on schedule and follows through on commitments. Appropriately organizes time and resources of self and staff to achieve results. Produces quality work with minimal errors. Communications Initiate any necessary communication or correspondence with appropriate entities in a professional manner. Follows up in a timely fashion with all verbal and written communication. Develop a sense of emergency in dealings with the subcontractors and vendors in all matters (pricing, delivery, performance, and quality). Path to Promotion: Career Path: Senior Project Manager • Master Contract Administration: Show proficiency in managing owner contracts, subcontract agreements, and change orders to minimize disputes., • Understand Company Operations: Gain exposure to company-wide operations, including procurement, finance, and legal, to understand their impact on project execution., • Financial Mastery: Demonstrate the ability to manage complex budgets, forecasts, and cost control measures with precision., • Mentor Team Members: Actively mentor Assistant Project Managers and Project Engineers, helping them grow into leadership roles., • Lead Multiple Projects: Manage multiple projects simultaneously, demonstrating strong prioritization and delegation skills., • Client Relationship Management: Take the lead in building long-term relationships with clients, becoming a trusted advisor and resource., • Preconstruction Expertise:Take on greater responsibility in preconstruction activities, including estimating, scope development, and subcontractor selection., • Risk Management: Proactively identify and mitigate project risks, ensuring that issues are resolved before they impact timelines or budgets. Reeder General Contractors does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.

Job Description Part-Time Administrative Assistant - Wealth Management Support Location: North Fort Worth, TX (Hybrid: In-person attendance required for evening classes; other duties remote/flexible) Address: 9800 Hillwood Parkway, Fort Worth, TX 76177 Job Type: Part-Time (10-20 hours/week initially, with potential to grow to full-time as the firm expands) About Us Fort Eagle Wealth Management is a boutique wealth management firm focused on personalized financial planning and education. As a solo advisor and president of the North Fort Worth AFEA chapter, we deliver educational classes to help individuals build better financial futures. We’re growing steadily and need a reliable assistant to support client outreach and administrative tasks. Role Summary This is a hands-on, part-time role supporting financial education seminars and client follow-up. You’ll help ensure smooth operations for twice-monthly evening classes (typically Tuesday/Thursday one week per month) and manage scheduling/reminders for free one-on-one strategy sessions. Ideal for someone organized, professional, and interested in financial services. Strong growth opportunity to full-time as client base expands. Key Responsibilities • Attend evening classes in-person (2 nights/month) to assist with setup, check-in, materials distribution, and note-taking on attendee interest., • Make outbound reminder calls to registered attendees before classes., • Schedule Zoom strategy sessions for class attendees during/after events., • Send appointment reminders (calls/email/text) the week of scheduled sessions., • Handle post-appointment administrative follow-up (e.g., sending summaries, thank-yous, or basic paperwork via email)., • Track attendee data and follow-ups in simple tools (Google Sheets, calendar, or CRM if implemented)., • Other light admin as needed (e.g., updating class sign-up lists). Requirements • Excellent phone and communication skills – professional, friendly, and clear., • Strong organization and reliability; must be dependable for evening commitments., • Comfortable with basic tech: Zoom, Google Workspace/Office, calendars, email., • Availability for evening classes (typically 6-8 PM, 2 nights/month)., • Prior administrative, customer service, or financial services experience a plus but not required., • Must live in/near North Fort Worth area for in-person class attendance. Preferred • Interest in personal finance or wealth management., • Experience with scheduling tools (Calendly) or light event coordination. Compensation $18-25/hour, depending on experience. Paid bi-weekly. To Apply Send your resume and a brief note on why this role fits you to . No calls please. Company DescriptionFort Eagle Wealth Management is dedicated to helping clients build, protect, and leverage their wealth for a life of maximum fulfillment. We craft personalized financial plans aligned with your goals, aspirations, and values—whether retirement, education funding, or other milestones. Through robust risk management, tailored insurance solutions, and strategic guidance, we safeguard your assets and empower you to pursue passions, travel, dreams, and quality time with loved ones. We’re not just managing wealth; we’re shaping futures and helping you live the good life.Fort Eagle Wealth Management is dedicated to helping clients build, protect, and leverage their wealth for a life of maximum fulfillment. We craft personalized financial plans aligned with your goals, aspirations, and values—whether retirement, education funding, or other milestones. Through robust risk management, tailored insurance solutions, and strategic guidance, we safeguard your assets and empower you to pursue passions, travel, dreams, and quality time with loved ones. We’re not just managing wealth; we’re shaping futures and helping you live the good life.

Job Description Sr. Financial Aid Advisor Full-time Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. Financial aid advisor will provide students and families with guidance and assistance in navigating the financial aid process, including advising on funding option, determining eligibility for financial aid and ensuring compliance with federal, state and institutional regulations. Financial aid advisor plays a critical role in helping students identify resources to reach their academic goals. Prefer familiarity and experience in funding options for profit career/technical education You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: • High School Diploma or equivalent required., • Basic knowledge of CampusVue database (preferred)., • 2+ years working with student financial aid program post secondary basic knowledge of state and federal regulations - title IV, • Health insurance, • Paid time off, • 401K with matching, • Major Holidays off xPl9JHM0Pj

Job Description Sr. Financial Aid Advisor Full-time Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. Financial aid advisor will provide students and families with guidance and assistance in navigating the financial aid process, including advising on funding option, determining eligibility for financial aid and ensuring compliance with federal, state and institutional regulations. Financial aid advisor plays a critical role in helping students identify resources to reach their academic goals. Prefer familiarity and experience in funding options for profit career/technical education You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: • High School Diploma or equivalent required., • Basic knowledge of CampusVue database (preferred)., • 2+ years working with student financial aid program post secondary basic knowledge of state and federal regulations - title IV, • Health insurance, • Paid time off, • 401K with matching, • Major Holidays off, • Competitive Pay