Financial advisor jobs in Fort Worth, TexasCreate job alerts

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

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

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service 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 13-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

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

Job Description 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 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 Company Overview: At Executive Financial Partners, we help businesses and individuals protect what matters most through premium supplemental health insurance. We’re looking for results-driven sales professionals who excel in building relationships and thrive in a fast-paced, goal-oriented environment. Position Description: As a Senior Sales Representative, you’ll manage your territory by developing strong relationships with business owners and decision-makers while driving consistent sales growth. You’ll also have opportunities to support and mentor team members, contributing to a culture of collaboration and high performance. With comprehensive training, tools, and support, this role allows you to make a meaningful impact while advancing your career. 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. * 2+ years of B2B sales experience and/or prior leadership/management experience. 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 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 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 Summary Job Title: RIA Branch Manager Full Time: Expected 40+ hours per week in the Fort Worth office Compensation: $150k/yr plus bonus. Target income $300k Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm Benefits: Medical, Dental, Vision, Disability, Life, 401k with match Dress Code: Business Professional RIA Branch Manager - Shape Your Destiny and Lead with Impact! Are you a decisive, results-oriented leader ready to seize an unmatched opportunity? Strittmatter Wealth is actively seeking an extraordinary and seasoned RIA Branch Manager – a true visionary with a proven track record of driving significant growth and leading high-performance teams. This is not just a management role; it's an opportunity to build, innovate, and directly influence the trajectory of a rapidly growing firm. If you thrive on challenge, crush goals, and are ready to leave a lasting mark, this is your next power move. We're looking for someone who is extremely personable, charismatic, a natural mentor, and who embodies the highest integrity, always prioritizing the client. This career path offers unlimited income and career growth potential, a trajectory unmatched in the industry. Why Join Strittmatter Wealth Management Group, LLC (SWMG) Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in vibrant downtown Fort Worth, TX. Established in 2007, we specialize in sophisticated retirement planning, investment management, and business planning for high-net-worth clients and business owners. What truly sets us apart is our independent approach, offering unique investment options that other firms simply don't, including Alternative Investments, Private Real Estate portfolios, and exclusive access to world-class Institutional Managers. Our mission is clear: to enrich, educate, and advance our clients' lives through unparalleled investment and planning advice, providing a best-in-class total wealth management experience, and upholding our unwavering fiduciary promise to put our clients' interests above our own. Job Duties and Responsibilities – Command Your Impact • Strategic Leadership: Lead, mentor, and empower a dynamic team of financial advisors and support staff. Your leadership will directly shape their success., • Performance Accountability: Conduct weekly team meetings, setting clear expectations, analyzing performance, and implementing targeted strategies for continuous improvement., • Objective-Driven Growth: Develop and rigorously implement Objectives and Key Results (OKRs) for the branch, tracking progress with precision and ensuring unwavering alignment with ambitious company goals., • Talent Acquisition Maverick: Continuously identify and recruit the next level of elite talent, building a formidable sales force., • Data-Driven Decisions: Master the tracking and reporting of sales numbers weekly, leveraging data to inform strategic adjustments and optimize outcomes., • Sales Force Development: Drive the ongoing development of the company-wide sales team, elevating performance to exceptional levels., • Conversion Specialist: Provide expert assistance in the conversion of company-provided prospects and self-generated referrals into loyal clients, utilizing a proven, systematic sales process for sales representatives. This includes coaching on effective disqualification and pain-focused questioning to ensure quality client acquisition., • Seamless Client Integration: Oversee the onboarding of new clients through their crucial first year, ensuring a smooth and successful transition., • Comprehensive Financial Planning Oversight: Guide the financial planning process from start to finish for each client, including:, • Directing the paraplanner team in the precise preparation of financial plans using eMoney and other cutting-edge financial planning software., • Overseeing the paraplanner team in the creation of customized, results-driven financial recommendations., • Approving the paraplanner team's preparation of sophisticated portfolio designs and recommendations., • Ensuring compelling presentation of recommendations to clients., • Technology Titan: Utilize and integrate the newest technology advancements to find practice efficiencies. AI is our future, and we want to be leading the way., • Operational Excellence: Participate in the coordination of daily operations and the meticulous review of daily completed tasks, ensuring operational integrity., • Compliance Guardian: Guarantee strict adherence to all compliance notations., • Marketing Innovation: Contribute to the development of impactful marketing materials that resonate with high-net-worth clients., • Executive Experience: Minimum of 10+ years of proven financial industry experience in a managing role., • Individual Sales Mastery: Demonstrated strong individual sales performance, showcasing your ability to not only lead but also produce., • Recruitment Prowess: Expertise in sales team recruiting and onboarding., • Transformational Development: A verifiable history of developing sales teams to exceptional levels of performance., • Client Conversion Authority: A verifiable history of new client conversion and onboarding., • Elite Certifications: Certified Financial Planner (CFP) designation., • Essential Licensing: Life and Health Insurance license., • Advanced Education: Bachelor's degree or higher-level degree in management., • Leadership Development: Extensive Management Training and Certifications., • Market Acumen: Deep knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products., • Regulatory Command: Comprehensive knowledge of concepts and regulations related to financial planning., • Tech Savvy: Proficient knowledge of financial related technology, software planning tools, and presentations., • Consultative Sales Approach: A professional, consultative sales approach that builds trust and fosters long-term relationships, understanding client needs deeply to avoid "premature presentation.", • Recruitment & Onboarding Excellence: Superior skills in attracting, evaluating, and integrating top talent., • Analytical Acumen: Exceptional tracking and reporting capabilities for precise performance measurement., • Organizational Mastery: Strong organization and time management skills to prioritize workload, handle multiple tasks, and consistently meet demanding deadlines., • Clarity in Communication: Ability to distill complex topics into easy-to-understand language., • Precision & Quality: Detail-oriented to ensure the highest quality standards are met without impeding workflow., • Follow-Through: Skill in persistent follow-up to ensure complete resolution and task completion., • Presentation & Data Management: Ability to produce compelling presentations, professional correspondence, and meticulously maintain spreadsheets and databases., • Strategic Presentation: Ability to synthesize client financial needs and goals into a succinct, professional presentation outlining their optimal options., • Interpretive Intelligence: Capability to read and interpret technical and legal documents, applying the information effectively., • Client-Centric Excellence: Provide a high level of customer service in a calm, courteous, and professional manner, always aiming to understand their "pain" before offering solutions., • Recruitment platform., • Outlook email., • Redtail CRM., • Microsoft Office (Word/ Excel/ PowerPoint)., • Google Suite (Docs, Sheets, Forms)., • Time: Full-Time Position with expected 40+ hours per week at our Fort Worth office., • Accelerated Compensation: $150k base salary plus significant production bonus - Target income: $300k plus. Your drive directly impacts your reward. We will not limit your potential., • Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm. For more information about our firm, visit strittmatterwealth.com. We look forward to meeting you and discussing how you can redefine success with SWMG! Job Posted by ApplicantPro

Job Description Company: Strittmatter Wealth Management Group (SWMG), Fort Worth TX Job Title: Financial Planning Paraplanner Hours: Full-Time Position Pay: $60-75k plus bonus Are you looking for a career path that you can grow and thrive in and where you can make a difference? Well, look no further. Strittmatter Wealth Management Group (SWMG) is seeking an experienced Paraplanner. If you are looking for great pay, benefits and unlimited career growth opportunities, then look no further! The Paraplanner requires attention to detail and strong customer service skills. The ideal candidate is conscientious, dedicated, and enjoys working in a small office environment. We are looking for somebody that will take direction, but also work independently, problem solve and take ownership of projects. Our work environment is steadily paced, relaxed, and enjoyable. 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, • 3 years experience in the paraplanner role, • Bachelor's degree (Financial Planning or Finance preferred), • 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 the Fort Worth office, • Salary and bonus: $60k - $75k based on experience plus bonus, • Dress Code: Business Professional, • Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm, • Redtail, • Pershing, • TD Ameritrade VeoOne, • Adhesion, • eMoney, • Riskalyze, • Microsoft 365 (Excel, Word, PowerPoint, teams), • Google Suite (Docs, Sheets, Forms), • RoboForm, • Guru 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 ADMISSIONS ADVISOR Love meeting new people? Do you want to guide individuals towards finding a new career through education? Would you like to be a part of an established company that currently has the most allied health graduates in the state of Texas? Welcome to the College of Health Care Professions! We are seeking an Admissions Advisor to become an integral part of our enrollment team! This fast-paced role is within a dynamic, high-performing and collaborative team - working on campus to provide guidance and assistance to prospective students on matters related to the admissions process, career matching, and enrollment. You will take charge of implementing the vision, mission, and core values established by CHCP. Responsibilities: • Make and receive outbound and inbound calls to make connections with prospective students, bringing awareness of CHCP’s offerings and how they may positively impact someone’s life!, • Schedule and conduct daily interviews, campus tours, arrange for entrance assessment completion, introduce to financial aid, and review appropriateness of candidates for admission based upon career goal compatibility, • Accurately and completely explain our health care educational programs, expected outcomes, and student services to students, parents, and other support systems, • Use proven and effective tools and resources (phone and interview guide, marketing collateral, etc.) while following national and state rules and regulations in an effort to get to know a prospect’s goals, • Attend online and on campus new hire training as well as participate in continuous training over the course of your career at CHCP, • Know the monthly start cycle, enrollment goals, program product knowledge, entrance requirements, and policies related to enrolling qualified students, • Participate in appropriate recruitment and enrollment activities including: open houses, local presentations, training sessions, orientation programs, career days, graduation, etc., • Ask new students who else could benefit from a career education to generate referrals and personally developed leads, • Accurately forecast projected new students with Director of Admissions or campus management to assist with educational outcomes, • Stay in contact with your new students, conducting follow-up meetings with all applicants to ensure their success., • Become a registered Admission Representative through the Texas Workforce Commission, • Be a team player who is excited to work at CHCP- voted a Top Workplace for 8 years in a row!, • Excellent written and verbal communication skills., • Energetic and outgoing communication with a knack for getting to know people., • Have a strong sense of ethics and be compliance driven, • Superior organizational and problem resolution skills., • 0-1 year experience in admissions recruitment or relevant sales experience., • Possess a sincere interest in helping others achieve personal life goals. Powered by JazzHR bGCEJI3Nnx

Job Description Company Overview: At Executive Financial Partners, we are looking for a top performer to join our sales team. As we continue to grow, we need someone who naturally leads by example and thrives in a fast-paced, results-driven environment. We're seeking individuals who are passionate about our mission—to help better the lives of our agents as well as our clients. Position Description: In this role, you’ll lead direct sales efforts in your territory, working closely with businesses across different industries. With our advanced training, you’ll quickly build strong relationships with business owners and decision-makers, driving success in promoting our supplemental insurance products and services. As a sales team leader, you’ll guide your team, strengthen client relationships, and ensure your territory achieves its goals. As a Sales Team Lead, you’ll balance closing personal sales while mentoring both new and experienced team members, helping them achieve their goals and set new standards of success. 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. * 2+ years of B2B sales experience and/or prior leadership/management experience. 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 Outside Sales Executive Fort Worth, TX Transparent Financial Inc. | Full-Time | High-Earning Potential Are you a motivated, self-driven professional looking for a flexible career with unlimited income potential? Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Forth Worth, TX. In this role, you'll build relationships with business owners and HR leaders, offering tailored insurance solutions and closing high-impact contracts. If you're ready to control your schedule, earn what you're worth, and grow your career with a supportive team behind you, we want to hear from you! What You'll Do As an Outside Sales Executive, you'll be the trusted advisor for businesses in your community. Your day-to-day will include: • Building and maintaining relationships with clients and decision-makers, • Presenting customized insurance plans that meet each client's unique needs, • Negotiating and finalizing contracts with confidence and professionalism, • Using our CRM system to track leads, manage follow-ups, and grow your book of business What We Offer • Earning potential: $75,000-$125,000+ annually, • Residual income & a vesting schedule for long-term rewards, • Uncapped commissions + monthly performance bonuses, • Stock opportunities, • Flexible work hours - take ownership of your schedule, • Company-paid training - no experience in insurance required, • Up to 3 company-sponsored vacation trips per year What You Bring • 6+ months of sales experience preferred (but not required), • Excellent communication and relationship-building skills, • A go-getter attitude with an entrepreneurial mindset, • Coachable, eager to learn, and committed to personal growth, • Ability to thrive independently while being part of a high-performance team Why Transparent Financial? At Transparent Financial, we believe in empowering our team through support, training, and limitless opportunity. Our people-first culture means your success is our priority-because when you grow, we grow. Ready to take control of your future and start building your career on your terms? Apply today to become our next Outside Sales Executive. Company DescriptionWe financially protect families from unexpected illness and accidents with our 100% money-back policies. A career with us enables you to have a meaningful impact in your work, build wealth and security for your family, and live out your dreams.We financially protect families from unexpected illness and accidents with our 100% money-back policies. A career with us enables you to have a meaningful impact in your work, build wealth and security for your family, and live out your dreams.

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, Arlington 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 DescriptionCompany Description Christian Brothers Automotive Benefits: • *$50-$80K for Highly Qualified Candidates, • Performance Based Commission - Salary + Commission, • Closed Every Weekend To Spend Time With Family & Friends, • Healthcare Benefits Available, • Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar, • Paid Vacation & Paid Holidays, • Locally Owned and Operated, • On-Going Training & Career Advancement, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Continuous Training Available Through The CBA Flywheel Learning System, • Chaplain Care Support Available, • Weekly Team LunchesJob Description Job Title: Automotive Service Advisor / Writer Location: 820 N SH 360, Mansfield, United States, 76063 Job Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Your role is crucial in building lasting relationships, as you are the face they see every time they invest in their vehicle. Service Advisors guide our guests through the entire repair process, keeping them informed about the status of their vehicles and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet every guest that enters our facility with hospitality and respect, • Present the best solution to properly repair our guest vehicle in a way that is easy for them to understand, • Manage the store’s workflow in an effective and efficient manner, • Consistently and effectively sell our services without jeopardizing honesty and integrity, • Maintain a positive attitude and team atmosphere at all times, • Communicate on the phone in a clear professional manner, • Build long-term relationships between the store, yourself and our customer, • Directs, coordinates, and participates in performing customer service activities, • Shuttle guest as needed in CBA branded vehicle, • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed, • Other duties as assignedQualifications Qualifications: • 3-5 years of sales experience with proven track record, • Ability to work in a fast paced environment, • Current driver’s license & must be able to pass a background check, • Driving record acceptable to our current insurance carrier, • Automotive sales experience preferred, but not required, • Proficiency in Windows based computer software and automotive store applications, • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm, • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 300+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. Thank you for viewing this opportunity! This job posting is for an opening at a Christian Brothers Automotive location that is independently owned and operated by a local licensed franchisee. Your application and any information included with it will be submitted to the franchisee for further handling. Christian Brothers Automotive Corporation ("CBAC") is a separate business entity. No CBAC employee will be involved in any decisions regarding your employment application. If you are hired for this position, you also understand and acknowledge that the local franchisee will be your employer and that CBAC will not be your employer. The local franchisee is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling and supervision. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

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

Job Description JOB SUMMARY The Senior Director Risk will establish and lead BKV’s comprehensive risk management framework, ensuring alignment with business objectives and regulatory expectations. Reporting to the Chief Financial Officer, this leader will oversee a small, high-performing team and collaborate across Finance, Operations, Legal, and Strategy. In the first 12–18 months, success will be measured by the design and implementation of an integrated enterprise risk program, including risk identification, prioritization, and mitigation strategies. This role will also provide critical insights to the executive team and board, enabling proactive decision-making in a dynamic energy landscape. The ideal candidate is a strategic thinker and pragmatic problem-solver who thrives in a dynamic, growth-oriented environment. They balance rigor with agility, fostering trust across the organization by listening, engaging, and communicating with clarity. RESPONSIBILITIES Enterprise Risk Framework Development • Develop and execute a comprehensive enterprise risk management framework that strengthens resilience and supports growth, • Establish counterparty credit risk appetite and tolerance levels across all business units, • Design and implement risk assessment methodologies including Value at Risk (VaR), Mark to Market (MtM), and stress testing scenarios, • Provide strategic insights to senior leadership and the board, highlighting key risks and recommended mitigation strategies, • Present comprehensive risk management deliverables to executive management, the Risk Committee, and Audit Committee of the Board of Directors, • Act as a trusted advisor to the CFO and executive team on capital allocation, investment decisions, and corporate strategy from a risk-return perspective, • Partner cross-functionally with Finance, Operations, Legal, and Strategy to embed risk awareness into decision-making and day-to-day processes, • Provide analytical support to oil, natural gas, and NGL sales and marketing teams by assessing credit and market risks, • Collaborate with procurement, marketing, and maritime teams on counterparty risk assessments, • Evaluate and monitor financial, operational, and strategic risks, ensuring mitigation plans are in place and effective, • Manage commodity price risk hedging programs and derivative positions, • Oversee credit risk management including counterparty assessments, contract negotiations, and collateral management, • Administer trade finance processes and treasury functions related to trading operations, • Manage supply chain portfolio risks using financial and market-based metrics including probability of default analysis, • Lead and mentor a risk management team, fostering a culture of accountability, collaboration, and continuous improvement, • Direct global risk professionals responsible for identifying and mitigating third-party risks, • Supervise middle office operations including trade capture, reporting, and position analysis, • Oversee implementation of ETRM (Energy Trading & Risk Management) systems and databases, • Lead implementation of collateral management platforms and credit facilities with financial institutions, • Maintain adherence to Cash Flow and Fair Value Hedge Accounting guidelines Industry & Technical Expertise • Extensive experience in energy sector risk management including oil, natural gas, NGL, and LNG markets, • Deep knowledge of OTC derivatives, margining, and credit agreement negotiations, • Proven expertise in commodity trading, risk management and natural gas marketing, • Proven success in designing and leading enterprise risk management programs, • Track record of leveraging data analytics in risk decision-making, • Advanced leadership and management skills include achieving results through influence, guiding performance and development, and fostering a motivating and inclusive workplace, • Demonstrated success managing global teams of 25+ risk professionals, • Experience of serving on corporate boards and presenting to board-level committees., • Advanced proficiency in stress testing, scenario analysis, and valuation methods, • Experience with portfolio management and quantitative/qualitative risk assessments, • Advanced proficiency in Microsoft Office and job-related applications, • Expert interpersonal, collaboration and communication skills, • Proven ability to support business development and maintain extensive industry connections, • Advanced attention to detail, organization and prioritization, • Expert cognitive, decision-making and problem-solving skills Required Education • Bachelor’s degree required in Finance, Accounting, Economics, Business Administration, Risk Management, or a related field, • MBA or Masters in Finance preferred, • Professional certifications such as CFA, FRM, CPA, or CIA are considered valuable, • 12+ years of experience in energy sector risk management, with demonstrated progression from analyst to senior leadership roles, • At least 5 years in a senior leadership capacity managing risk teams and programs, • Proven track record in credit risk, market risk, operational risk, and compliance risk management, • Experience with capital markets transactions and risk management within the energy or natural gas industry, • This position is in Denver, CO at BKV Headquarters. Remote work in Houston or Dallas-Fort Worth will be considered for strong candidates., • Travel up to 20% may be required $146,000 to $270,000 BKV Corporation is a dynamic values‐driven company with expertise in upstream and midstream unconventional oil and gas investments, and production. We believe our focus on visionary strategy, efficient execution and high-performing teams are key to creating long-term sustainable value and growth. BKV Corporation is an equal opportunity employer. We value diversity and base all employment decisions on qualifications, merit and business need.

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. Job Summary: The Sr. Financial Planner assists the Wealth Manager in reviewing, analyzing and delivering financial planning modules to clients. The Financial Planner is an integral team member and will work have a collaborative business approach and will work with team members in the Wealth Management and Sales teams. Essential Job Functions for the Financial Planner will include: • Providing advanced planning support to Wealth Manager and Wealth Management leadership in the areas of investments, tax, pension, estate, insurance and general financial planning, • Supporting in servicing clients by preparing for meetings, developing presentation materials and providing reviews and ad hoc reporting, • Managing the financial planning workflow to support the Wealth Manager and Wealth Management leadership team commitments to clients and meet post client meeting delivery deadlines, • Establishing and developing strong relationships with clients and participating in client meetings with Wealth Managers, • Dispensing financial planning advice in both supervised and unsupervised environments, • Delivering financial planning support that results in increased referrals and high client retention, • Acting as a trusted advisor through preparation and delivery of advice to clients within the context of the Financial Planner's knowledge and training, • Collaborating with other team members and departments including Investments and Family Wealth Services (FWS), • Providing support and training to Wealth management service team and Associate Financial Planners, • Ensuring adherence to company standards of client care, meetings, referrals and retention Requirements: Education: · Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) Experience: · Five plus years of advanced planning experience, including client facing experiences Certifications: · Certified Financial Planner (CFP) designation Job Skills: · Advanced knowledge of the industry · Knowledge of job skills as a Client Service Specialist, if internal employee · Excellent Client Focus · Continually seeks to enhance job knowledge; striving to expand skillset in the Wealth Advisor career path · Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software preferred · 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 without close supervision managing and prioritizing deliverables · Must be highly flexible and confidential with all matters · Ability to travel up to 20% as required for local client meetings and/or nationally for educational trainings and seminars Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. Travel assumed up to 20% of the time. Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Data/Financial Acumen Advanced working knowledge of data and financial metrics relevant to the job Business Ops - CSU Strong working and core understanding of CSU Operations SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings Tech - FP Mastery of Financial Planning software and comparison tools Tech - Salesforce Expert use of core technology Core Tech/Platforms Expert of all of the mechanics of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Docusign) Tech - ENV Oversees all Envestnet activities for the CSU Compliance Advanced working knowledge of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model positive work environment; builds appropriate rapport with other team members Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability Professional Presence Confidently facilitates client and/or team meeting of appropriate role and demeanor in client and team meetings, internal trainings and business functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Learns the Firm's approach to business development Quality Demonstrates accountability for own work quality; checks with others to ensure accuracy LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Leadership Proactively takes on new work; Formally involved in training, coaching and mentoring more junior employees; seeks new leadership opportunities Innovation & Change Management Seeks to expand capabilities of the company Firm-building May play a key role in the implementation of firm wide processes Driving Results Partners with Wealth Advisors to support achievement of KPI's 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 Looking for high-energy Sales Executives who are 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 environment where your success is the standard, • Training from top-tier mentors, • A company culture that values innovation and individuality, • To represent an award-winning team that changes lives, • 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, • Self-starters who want to work for themselves, • 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 Company Overview: At Executive Financial Partners, we’re proud to provide supplemental health insurance solutions that protect hardworking families, individuals, and small businesses when life takes an unexpected turn. Our mission is simple: to serve with integrity, deliver results, and stand by the people and communities we represent. We believe in discipline, hard work, and doing what matters most. As we continue to grow into new markets, we’re searching for motivated professionals who take pride in their work, embrace challenges, and are ready to build something that lasts—for themselves and for the people they serve. Position Description: We’ll give you the tools, training, and mentorship you need to succeed, no matter your background. From day one, you’ll learn directly from seasoned professionals and gain real-world experience that sets you apart. Sales experience is not required—what matters most is your ambition, resilience, and commitment to doing the job right. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * 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 help businesses and individuals protect what matters most with premium supplemental health insurance benefits. Our team is built for high performers—people who take ownership, embrace challenges, and deliver measurable results. We’re looking for a Lead Sales Representative who thrives in a fast-paced, results-driven environment, someone who can lead by example while building meaningful relationships with business owners and decision-makers in their territory. Position Description: In this role, you’ll balance closing your own sales while mentoring and guiding your team to achieve—and exceed—their goals. We want experienced, driven professionals with a proven track record of success. You’ll receive hands-on training, direct mentorship from top performers, and the tools to make a lasting impact on your team and the organization. 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. * 2+ years of B2B sales experience and/or prior leadership/management experience. 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 DescriptionCompany Description Christian Brothers Automotive Benefits: • *Up To $60K for Highly Qualified Candidates, • Closed Every Weekend To Spend Time With Family & Friends, • Paid Vacation & Paid Holidays, • Salary + Commission, • Earn More With Team Performance Bonuses, • Climate-Controlled Shop, • Guaranteed Hours, • Healthcare Benefits Available, • Locally Owned & Operated, • On the Job Training & Mentorship, • Weekly Lunches Provided, • Employee Discount, • Continuous Training Available Through The CBA Flywheel Learning System, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollarJob Description Job Title: Automotive Service Estimator Location: 820 N SH 360, Mansfield, United States, 76063 Job Overview: As an Automotive Estimator / Dispatcher with Christian Brothers Automotive, you will play a critical role in our automotive shop, ensuring that every guest receives top-notch service and their vehicle is repaired to the highest standards. With your excellent communication and organizational skills, you will coordinate with technicians, answer guest inquiries, and maintain an organized repair log to ensure maximum productivity and efficiency. As an Estimator/Dispatcher, you will also work closely with part supply vendors and other external partners to ensure that we always have the right tools and equipment to get the job done right. As part of our team, you'll have the opportunity to build lasting relationships with our vendors and guests, helping us maintain our reputation as a trusted and reliable automotive shop. Responsibilities include, but are not limited to: • Implements and maintains an effective dispatch system, • Schedules work to facilitate maximum productivity in accordance with the shop policy and distributes service tickets to technicians considering the workload, difficulty, and our guest needs, • Reviews all digital vehicle inspections by technicians, • Maintains an organized and up-to-date repair log, • Answers customer inquiries and prepares estimates for our guest, • Present the best solution to properly repair our customer’s vehicles in a way that is easy for them to understand, • Ensure that all work is performed to proper specifications and within the time promised to the guest, • Ability to read and interpret technical drawings, blueprints, or specifications., • Understanding of materials, labor costs, and equipment relevant to the field., • Build relationships with part supply vendors, tool vendors, and all external vendors effectively, • Prioritize technician workloads with part availability, • Prepares a list of needed service department equipment, supplies, and required repairs - reviews service department repairs with the Service Manager, • Coordinates and schedules maintenance for shop equipment, • Responsible for the part supply process, including inventory, pricing, returns, warranty claims, etc., • Project Management-Ability to coordinate across departments and manage workflows., • Ability to manage and reduce warranty costs through root cause analysis and process improvements., • Regularly interacts with external vendors on parts inventory and pricing, • Works together as a team and assists other employees as needed, • Other duties as assignedQualifications Qualifications: • Minimum of 2+ years of experience in an Automotive Sales, Advisor/Writer, or Estimator/Dispatcher position preferred, • Excellent communication skills: Must be able to communicate clearly and effectively with technicians, guest, and other team members to ensure that everyone is on the same page, • Strong organizational skills and problem-solving skills: Estimators/Dispatchers are responsible for coordinating multiple work orders, scheduling appointments, and managing paperwork. They must be highly organized to ensure that everything is completed accurately and on time, • Customer service skills: Must have strong customer service skills to answer customer inquiries, address concerns, and ensure that customers are satisfied with the work that is performed on their vehicles, • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm, • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 300+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. Thank you for viewing this opportunity! This job posting is for an opening at a Christian Brothers Automotive location that is independently owned and operated by a local licensed franchisee. Your application and any information included with it will be submitted to the franchisee for further handling. Christian Brothers Automotive Corporation ("CBAC") is a separate business entity. No CBAC employee will be involved in any decisions regarding your employment application. If you are hired for this position, you also understand and acknowledge that the local franchisee will be your employer and that CBAC will not be your employer. The local franchisee is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling and supervision. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

Job Description Job Title: Director of Financial Aid Summary: Responsible for the Financial Aid Department and all aspects of their development. Develop, negotiate, and finalize student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid. Act in a manner consistent with the highest ethical standards. Work closely with new, continuing, and re-entry students and their families to ensure that proposed financial aid (whether for new or re-entry students) continues to meet the student’s (and/or families’) needs and best interests. Counsel students about financial aid available based upon their acceptance at CHCP and other matters relevant to student financial aid planning and packaging. In carrying out the duties and responsibilities of this position, the Director of Financial Aid must ensure consideration and implementation of the CHCP philosophy, which provides for providing quality services to all students, visitors, and clients; focusing on the development, growth, and involvement of staff members; offering recognition of employees; adhering to sound economic principles; and creating an environment which is conducive to innovation, positive thinking, and expansion. Supervisory Responsibilities: The Director of Financial Aid is responsible for management and oversight of staff members in the Financial Aid Department. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; evaluating performance; rewarding and disciplining employees; addressing complaints; and resolving problems (including inter-departmental concerns). The Director of Financial Aid has specific oversight obligations for: • Assistant Director of Financial Aid;, • Senior Financial Aid Advisor;, • Financial Aid Advisor; and, • Manage the Financial Aid Department and all aspects of their development., • Meet with prospective and current (or returning) students (and their families) to determine financial aid eligibility and provide guidance to them about financial aid-related applications and documents (including, for example, student loan and grant applications)., • Provide clarifying information or examples to students (and/or their families) when they complete their FAFSAs., • Review ISIRs in order to identify verification or C code requirements. Identify and take action to assist with the process of following-up, collecting, and then reconciling documentation needed to resolve verification and C code obstacles., • Performs Entrance and Exit counseling, which should be completed within 30 days after a student’s last day of attendance., • Work cooperatively and cohesively with staff in the Admissions Department to facilitate outstanding customer service to prospective and current students (and their families)., • Collect appropriate documentation to process financial aid funding in a timely and compliant manner., • Create and present an appropriate budget to a student and then package the student (i.e., schedule their financial aid award(s)). Monitor subsequent aid disbursements to ensure funds are credited to students’ accounts in a timely manner., • Maintain consistently clean and accurate financial aid files which demonstrate institutional compliance with federal, state, and accreditation agency requirements as well as internal policies and procedures., • Collect, assemble, review, and analyze weekly financial aid reports (e.g., data regarding student packaging, cash flow, balance to scheduled, FA holds, etc.) and provide updates to relevant stakeholders (e.g., CHCP’s Corporate Office)., • Interact closely with CHCP’s third-party financial aid servicer regarding process and procedure. The purpose of these interactions is to ensure submission of accurate documentation, timely disbursements to students, appropriate cash flow (which meets the needs of the institution and students), and appropriate reporting of financial aid data., • Provide excellent customer service by responding clearly, accurately, and timely to student questions or concerns., • Develop, review, revise, and update – in conjunction with other campus locations, CHCP’s Corporate Office, and/or regulatory counsel – internal Financial Aid Department policies and procedures, • Monitor daily activities in the Financial Aid Department to ensure compliance with departmental procedures and policies, as well as requirements imposed by federal, state, or accrediting entities., • Mange on-campus events (such as orientation, open house, community outreach activities, etc.) and delegate responsibilities to ensure proper representation by the Financial Aid Department., • Effectively managing staff members in the Financial Aid Department and provide them with the training, tools, resources, and support necessary to achieve goals., • Perform weekly team trainings and plan team-building activities, • Hire, coach and evaluate personnel in the Financial Aid Department., • Responsible for training all Financial Aid staff within your department., • Perform regular (e.g., quarterly) reviews of financial aid files to spot-check and evaluate their completeness, accuracy, and compliance with internal policies and procedures as well as requirements imposed by the U.S. Department of Education, state regulatory bodies, accrediting agencies, or other regulatory entities. a) Bachelor’s degree; or combination of education and experience. b) Minimum 5 years’ successful experience in college financial aid in post-secondary educational environment. c) Wide knowledge of regulatory requirements (e.g., federal, state, etc.) related to Title IV student financial aid d) Basic knowledge of CampusVue database (preferred) Powered by JazzHR eexHaeot8R

Job DescriptionBenefits: • Bonus based on performance, • Company car, • Competitive salary Were looking for a Strategic Growth Executive to help lead that next stage of growth. Position Overview This is a senior-level leadership role working directly with the owner. You will not be responsible for managing day-to-day operations. Instead, your focus will be on strategy, business development, and positioning the company for expansion. Key Responsibilities • Build and execute strategic growth plans, • Develop KPIs and reporting frameworks for all departments, • Identify operational bottlenecks and recommend process improvements, • Prepare the business for M&A opportunities or investment, • Cultivate relationships with insurance TPAs and managed repair programs, • Pursue and manage government contract opportunities, • Represent the company at high-level meetings and industry events, • Act as a coach and advisor to the leadership teamIdeal Candidate Qualifications, • Executive experience in restoration, insurance, or construction, • Familiarity with TPAs, vendor networks, and managed repair programs, • Experience with government contracts and RFP processes, • Proven ability to scale companies and build cross-functional teams, • Strong financial and operational acumen, • M&A experience or exposure to private equity partnerships, • Retired insurance executives encouraged to applyWhat We Offer, • Flexible engagement: full-time, part-time, or fractional, • Direct access to the owner and influence on company direction, • Competitive compensation package, • Real opportunity to make a lasting impact on a growing business

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

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. This job is responsible for

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutu

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and

Job Description Company Overview: At Executive Financial Partners, we’re looking for licensed insurance sales professionals who take ownership of their careers. Driven, results-focused professionals who are ready to accelerate into leadership excel here. Position Description: As a Sales Representative, you’ll manage your territory, build strong relationships with business owners, and drive sales of supplemental health insurance. Using our training and tools, you’ll take full control of your results while contributing to a high-performing team. High achievers are fast-tracked to mentor and lead others, helping shape the success of the team while advancing their own career. This role is ideal for those ready to step up, lead by example, and make a measurable impact. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * 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 ENTRY-LEVEL OPPORTUNITY – CAREER TRACK TO FINANCIAL ADVISOR We’re seeking motivated, coachable individuals ready to launch a professional career — no prior experience in insurance or finance required. This is a structured opportunity to grow into a full-service financial advisor, starting with life insurance and expanding into financial planning and investment solutions. You’ll receive hands-on training, mentorship, and access to tools that set you up for long-term success. If you're driven to learn, help others, and build a future in financial services, this role offers a strong foundation with a clear path forward. This is more than a job — it’s a professional launchpad with real growth potential. This position requires occasional in-office presence. Candidates must be local to Fort Worth, TX. Compensation: $50,000 – $90,000+ Performance-based Responsibilities: What You’ll Do: • Learn how to connect with individuals and families—and make a real impact, • Lead meaningful conversations to uncover financial goals and needs, • Help clients secure personalized life insurance and protection plans, • Get step-by-step training in prospecting, client communication, and closing, • Start your journey toward becoming a licensed advisor—with full support, • No experience? No problem — we’ll walk with you through it., • You’re motivated, ambitious, and ready to grow, • You care about helping others and making a difference, • You want freedom, flexibility, and a career with purpose, • You’re excited to earn while you learn and build something meaningful Compensation & Perks: • Sponsorship for life insurance licensing and securities exams, • Commission-based compensation (upside on earnings), • Team bonuses, contests, and incentive trips, • Health, dental, and retirement benefits are available, • Hybrid or remote options are available, • Strong mentorship and career support Your Career Roadmap: We’ve helped countless new agents go from zero to full-service financial advisors. Here’s how it works: • Start with Licensing – We’ll guide and sponsor your Life Insurance license, • Learn the Basics – Training on prospecting, sales, and client conversations, • Financial Education – Prep and support to pursue Series 6, 63, 65, or 7/66, • Advisory Certification – Transition into a fully registered financial advisor, • Grow Your Impact – Build a team, coach others, and become a leader APPLY TODAY. No experience? No problem. Let’s build something big — together. Submit your resume today to explore the opportunity to grow with a team that’s invested in you, not just your sales. About Company At Texas National Financial Group, we’re not your typical financial firm—and we don’t plan to be. We’re a mission-driven, people-first agency powered by a bold vision: to protect what matters, build meaningful wealth, and elevate the advisor experience from the inside out. With deep partnerships across insurance and investment platforms—including our strategic alliance with National Life Group—we offer the tools, mentorship, and infrastructure to help agents, advisors, and leaders grow with purpose. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter. Whether you’re here to start your path or expand your reach, TNFG is where values meet velocity—and where great advisors get better.

Job Description Company Overview: Executive Financial Partners is growing, and we’re looking for professionals who want a career with purpose. We provide supplemental health insurance that helps families, individuals, and businesses prepare for life’s unexpected challenges. Our reputation is built on integrity, results, and protecting what matters most. Position Description: As an Insurance Sales Representative, you’ll build relationships, identify client needs, and deliver solutions that make a real impact. We’re looking for disciplined, focused individuals with a strong work ethic. Sales experience is a plus, but not required—what matters most is your drive to learn and perform at a high level. Here, success is measured by both performance and the difference you make for clients. We offer professional development, growth opportunities, and a compensation structure that rewards results. 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!

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. As a Financial Advisor, your responsibilities include, but are not limited to, the following

Financial aid advisor will provide students and families with guidance and assistance in navigating the financial aid process, including advising on funding options, determining eligibility for financial aid, and ensuring compliance with federal, state, and institutional regulations. Have you ever w

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. This job is responsible for

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. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. 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 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)

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

As a Student Financial Aid Advisor, you will play a vital role in assisting students and their families in navigating the complex landscape of financial aid and funding options for higher education. Previous experience in Financial Aid Office and general financial aid knowledge. Student Financial Ai

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

Job 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

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