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Job DescriptionCompany Description Assent is the leading solution for supply chain sustainability tailored for the world’s top-tier, sustainability-driven manufacturers. Hidden risks riddle supply chains, many of which weren't built with sustainability in mind. That's where we step in. With insights from experts, Assent is the tool manufacturers trust for comprehensive sustainability. We are proud to announce that Assent has crossed the US$100M ARR milestone, granting us Centaur Status. This accomplishment, reached just 8 years following our Series A, makes us the first and only Certified B Corporation in North America's SaaS sustainability industry to celebrate this milestone. Our journey from $5 million to US$100M ARR in just eight years has been marked by significant growth and achievements. With our $350 million US funding led by Vista Equity Partners, we're poised for even greater expansion and are on the lookout for outstanding team members to join our mission. Hybrid Work Model At Assent, we proudly embrace a remote-first work model, valuing the flexibility and autonomy it provides our team. We also acknowledge the intangible benefits of occasional in-person workdays. For team members situated within 50 kms/31 miles of our five global offices in Ottawa, Eldoret, Penang, Columbus, and Amsterdam, you can expect to come into the office at least one day a week. Similarly, those near our co-working spaces in Nairobi and Toronto are encouraged to work onsite once a month. Job Description The Customer Account Manager is critical to driving retention, renewals and expansion opportunities with Assent’s Customers. They are experienced at developing relationships and understanding customer needs at all levels of Clients including senior executives. This role requires a high performing individual who is driven to succeed and thrives on challenges. Key Requirements & Responsibilities Customer Retention & Renewals: • Build and maintain strong relationships with assigned accounts to ensure customer satisfaction and loyalty., • Identify opportunities to expand revenue and introduce additional programs/solutions to meet customer needs., • Act as a trusted advisor, deeply understanding customers’ business objectives and aligning our product and services to meet them., • Work closely with internal teams to ensure seamless delivery of value., • Meet or exceed targets for renewals, upsells, and net retention., • Maintain accurate records of customer interactions and sales activities in the CRM., • Be familiar with corporate security policies and follow the guidance set out by processes and procedures of Assent.Qualifications We strongly value your talent, energy and passion. It will also be valuable to Assent if you have the following qualifications • 2+ years previous customer service, business development or sales experience in SaaS preferred., • Track record of driving customer retention, renewals, and account growth is a nice to have., • Excellent interpersonal skills - you are able to build and scale stable relationships in a collaborative environment with a diverse group of stakeholders - internally and externally, • Exceptional negotiation and communication skills., • Ability to understand and articulate SaaS solutions and value propositions., • Proficiency with CRM tools and data-driven decision-making., • Highly organized, proactive, and results-oriented. Additional Information Life at Assent Wellness: We believe that you and your family’s well being is important. As a result, we offer vacation time that increases with tenure, comprehensive benefits packages (details vary by country), life leave days and more. Financial Benefits: It’s not all about the money – well, it’s a little about the money. We understand that financial health is important and we offer a competitive base salary, a corporate bonus program, retirement savings options and more. Life at Assent: There is purpose beyond your work. We provide our team members with flexible work options, volunteer days and opportunities to get involved in corporate giving initiatives. Lifelong Learning: At Assent, curiosity is not only valued but encouraged. You will receive professional development days that are available to you the day you start. At Assent, we are committed to growing and sustaining an environment where our team members feel included, valued, and heard. Our diversity and equal opportunity practices are guided and championed by our Diversity and Inclusion Working Group and our Employee Resource Groups (ERGs). Our commitment to diversity, equity and inclusion includes recruiting and retaining team members from diverse backgrounds and experiences, and fostering a culture of belonging where all team members are included, treated with dignity and respect, promoted on their merits, and placed in positions to contribute to business success. If you require assistance or accommodation throughout any part of the interview and selection process, please contact and we will be happy to help.

Job DescriptionCompany Description Christian Brothers Automotive Benefits: • Closed Every Weekend To Spend Time With Family & Friends, • Paid Vacation & Paid Holidays, • Team Performance Bonuses, • Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar, • Healthcare Benefits Available, • Matching Retirement Plans, • Employee Discount, • 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, • Locally Owned and OperatedJob Description Job Title: Automotive Service Advisor / Writer Location: 17320 F.M. 529 Houston, TX 77095 Job Overview: As an Automotive Service Advisor / Writer with Christian Brothers Automotive, you are the person that our guest look to when they need help with their vehicle. You are the person that our customers see every time they make an investment into their vehicle, because of these reasons you play a large role in building relationships with our guests. Service Advisors have the responsibility of taking our customer through the entire repair process, keeping them informed of the status of their vehicle and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet everyone that enters our facility with hospitality and respect, • Present the best solution to properly repair our customer’s 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 the customer, • Directs, coordinates, and participates in performing customer service activities, • Shuttle customers as needed, • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed., • Other duties as assigned.Qualifications Qualifications: • Prior Retail Sales / Customer Service experience is necessary, but no automotive repair background is necessary., • Current driver’s licenses, • Driving record acceptable to our current insurance carrier, • 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. 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 We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Who We Want: As a Regional Vice President of Sales (RVP), you'll be a key force driving our mission forward. Reporting to our SVP, Sales, you'll focus on developing strong relationships with insurance brokers and benefits consultants, serving as a trusted advisor to deliver solutions that reduce risk, maximize cost efficiency, and give small and midsize businesses the options typically reserved for larger firms. This role is based within the Houston territory with frequent local travel, putting you face-to-face with the decision-makers, partners, and brokers who are ready to transform how they approach employee healthcare. What You'll Do: Build Trusted Partnerships: You'll spend your day fostering relationships with key broker partners, educating them on Pareto's self-insurance model and helping them identify employers who can benefit from a better way to manage their health benefits. You are the bridge between their challenges and our solutions. Create Impactful Solutions: Dive deep into prospective employers' needs, providing clarity on how Pareto's innovative cost-control programs reduce risk and drive significant savings. You're not just selling; you're transforming how companies care for their employees. Strategic Planning & Execution: You'll create and execute a regional sales plan, leveraging your knowledge of the market to drive results. Whether it's meeting one-on-one with brokers, presenting to groups, or collaborating with internal teams, you thrive in a fast-paced, high-stakes environment. Collaborate Across Teams: You'll work across the organization, closely with Pareto's account management, underwriting, and marketing teams to deliver tailored solutions, ensuring our stakeholders see the full value of what Pareto offers. Drive Change: Every day, you'll help small and midsize businesses access options once reserved for large firms—offering a path to sustainable, affordable healthcare. You'll see firsthand how your work drives meaningful results for companies and their employees. What You Bring: • 5+ years of experience as a consistent top seller of self-insurance, self-funded benefits, stop-loss insurance, alternative funding or related markets., • Proven ability to build strong, trust-based relationships with insurance brokers and employee benefits consultants., • Exceptional presentation, negotiation, and communication skills. You know how to command a room and inspire action., • Strong familiarity with Salesforce or other CRM tools to track progress and drive results., • A self-starter mindset with a strong desire and a track record of winning and exceeding sales targets., • Ability to quickly translate data sets into clear insights that drive decisions and strong results, • Strong broker network and consultative selling skills, • Strong business development and relationship management skills, • Bachelor's degree in business, finance or related field., • Competitive base + incentive pay package, • 100% employer paid medical, dental, vision disability and life insurance benefits, • Flexible PTO, • Generous company 401(K) contribution, • Fitness reimbursement, • Tuition reimbursement, • Professional development stipend, • $1,000 per year donation matches to qualified agencies, • Being part of a fast growing, mission centered team RVPs who excel at Pareto see this role as a defining chapter of their career. They are leaders with the vision to help fix a broken healthcare system with the skills to build partnerships that matter at the highest level. Mission-driven with the fire in the belly, relentless in their pursuit of growth and impact. For those ready to lead boldly and leave a mark, join us on the right side of the fight! We are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job Description Activate your potential – join NORIT, the world leader in activated carbon production! In this role your primary duty will be to establish trusted-advisor relationships with customers, to understand their corporate, business, and facility objectives, and to lead them to leverage NORIT’s purification solutions to achieve their goals. The position is focused on sales of activated carbon products and services for new customer opportunities. You will be calling on and working with local facilities and top company leadership on gas processing sites and other energy facilities. Using your knowledge, interpersonal skills, energy, and great personality, you will build trusted advisor relationships with these people, discuss gas treatment challenges in their facilities, and introduce solutions that will make their operations and profitability easier. This role requires a highly intelligent self-motivated individual with a positive attitude, a ton of good energy, strong organizational skills, and urgency to make things happen. A successful candidate will be someone who can: • Manage the business development pipeline in the target segment and sell NORIT products and services, generate target levels of revenue, volume, and margins from the customer base., • Develop volume and revenue forecasts, account plans for new business and retention, customer value propositions, and sales strategies for achieving desired results., • Drive both current and future value for NORIT by building a shared understanding of the differentiated value to the individual customer and overall portfolio profitability., • Effectively communicate and negotiate complex sales opportunities with customers. Educate customers on the value proposition, articulate features and benefits., • Identify new market opportunities; seek out competitive information., • Assist in managing third party sales intermediaries such as engineering firms, distributors, developers, system providers, and service companies., • Technical Excellence. Experienced in selling technical products and solutions related to gas processing/purification, preferably H2S removal. Knowledgeable about NORIT’s technical capabilities and the oil and gas processing applications (preferably midstream) in which they perform., • Commercial Skills. Experience in business development and consultative, technical selling. Knowledge of midstream oil and gas processing market and value chain, and the ability to effectively capture value by selling for value., • Communication & Presentation Skills. Ability to effectively engage in verbal and written communications that are timely, concise, clear, and relevant while delivering with empathy., • Customer Relationship Management. Establishes and maintains appropriate relationships with customers and intermediaries to enable the execution of NORIT’s strategic goals., • Results Driven. Acts with urgency and tenacity. Takes ownership and responsibility for finding avenues into new clients. Uses initiative, ingenuity, and humility to get customers to respond., • Business Savvy. Demonstrates financial and marketing acumen (addressable markets, customer segmentation, voice of customer, value propositions, pricing strategy, margin growth, etc.), • Bachelor’s degree in Engineering field and an MBA desirable., • Dynamic, Flexible, Hard Working, Team Environment – We are busy, collaborative, growing, and doing meaningful work., • Growth – One of our goals is to build the best sales operation. Great training, great peer coaching and support, and the ability to personally develop your influence, your position, and your compensation., • Remote Work Environment – The autonomy to own customer relationships, manage your schedule, and determine your own success., • Meaningful Work that is Valued – Cleaner burning natural gas is a critical part of a decarbonized energy future. The work we do is visible, and is helping to create a more abundant, affordable, and cleaner energy future. It is an awesome feeling to know you’re making a living by making a positive impact in the world; and to be able to say, “I was a part of that.”, • Benefits, Vacation, Etc. – We offer a competitive package of benefits., • Feedback – we are committed to giving and receiving feedback in a direct and open fashion. The gas purification division in NORIT is a rapidly growing business with a dedicated sales and application support team. Natural gas is an affordable, abundant, cleaner burning source of energy for direct use, power generation, pipeline injection, and vehicle fuel. Purification of this natural gas is essential for its monetization, and that’s our mission!

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

Job Description Business Controller Full Time Role Houston, TX Here's how you'll become a key player with this opportunity: The Business Controller is responsible for delivering financial reporting, budgeting, forecasting, and analysis for a group of business units within the US Environment Division. This role works closely with business leaders to improve forecasting accuracy, strengthen cost control, evaluate financial position, analyze capital investments, review month-end financials, and ensure accruals and accounting entries are accurate. Here’s how you’ll make an impact on the team: • Provide financial reporting, KPIs, and metrics to business units, • Partner with business units on projections including budgets, forecasts, and mid-term plans, • Review capital expenditures, forms, and investment opportunities with supporting metrics, • Audit preliminary month-end P&Ls for accuracy and coordinate adjustments with the National Service Center (NSC), • Prepare and review specific accruals, • Oversee annual inventory counts and fixed asset verifications for assigned business units, • Act as financial advisor by analyzing cost results and the impact of business decisions, • Review cost data and recommend actions to strengthen cost control, • Prepare and analyze annual budgets based on historical performance and future expectations, • Support accounts receivable collection efforts to meet goals, • Review and evaluate capital spending requests to ensure effective use and proper control of funds, • Provide financial data and analysis as requested by management, laboratories, accounting, or clients, • Remain well-versed in Spending & Contracting Authority (S&CA) guidelines; prepare deviation forms and related forecasts as needed, • Deliver monthly financial commentary, • Assist NSC with cash funding requests to Treasury, • Distribute and monitor the monthly “invoiced not received” (INR) report, • Bachelor’s degree in Accounting or related field, • Minimum 5 years of accounting experience, including at least 1 year in Financial Planning & Analysis, • CPA, CMA, or advanced degree in Accounting/Finance preferred, • Strong knowledge of GAAP, • Proficiency with accounting software and computer applications, • Advanced Excel and PowerPoint skills, • Strong written and verbal communication abilities, • Strong analytical and mathematical skills, • Effective time management and organizational skills, • Ability to analyze, interpret, and report financial data, including trend analysis $125,000 - $135,000 Benefits That Matter to You: • 401(k) company match, • Generous vacation time, • Comprehensive benefits package, • Work/life balance flexibility, • Encouragement of community volunteerism Apply with Pioneers here <!

Job Description An all-in-one, well-known bookkeeping firm based in Houston is seeking a meticulous and client-focused Payroll & Inventory Specialist. The primary responsibility of this role is the implementation and management of Payroll and Inventory systems, with a strong focus on Toast Payroll and the Xtrachef Inventory system by Toast. Experience with Toast platforms will be considered a significant advantage. In this role, you will support our restaurant and hospitality clients by helping them streamline payroll processing, gain control of labor and food costs, and improve inventory accuracy. You will also serve as a trusted advisor, coaching and training restaurant owners and managers on how to best utilize these systems to improve their operations and maintain financial health. This is an exciting opportunity for a professional who understands the unique accounting and operational needs of restaurants and enjoys client relations, hands-on system implementation, and coaching others to succeed. Responsibilities: • Lead the implementation and optimization of Toast Payroll and Xtrachef Inventory systems for restaurant clients., • Provide ongoing training and coaching to restaurant owners, managers, and staff on system usage, payroll procedures, and inventory best practices., • Advise clients on labor cost control, scheduling efficiency, and related best practices., • Collaborate with internal teams (accountants, consultants, HR specialists) to ensure seamless service delivery., • Assist payroll processes for multiple restaurant clients on a recurring schedule, ensuring accuracy and compliance with labor laws, tip/gratuity policies, and overtime regulations., • Assist in transitioning clients to digital inventory platforms where needed (e.g. Restaurant365)., • Serve as a key point of contact for clients regarding payroll and inventory matters., • 2–4 years of relevant experience, preferably as an Assistant Restaurant Manager or Shift Leader., • Direct experience with Toast Payroll and Xtrachef by Toast highly preferred., • Strong knowledge and understanding of payroll Restaurant’s systems (e.g., ADP, Gusto, Paychex) and restaurant inventory tools (e.g., Restaurant365, Margin Edge, Marketman, Toast)., • Familiarity with restaurant accounting principles, COGS, and labor reporting., • Excellent communication and interpersonal skills, with a client-first mindset., • Ability to manage multiple clients and deadlines with professionalism and efficiency., • Opportunity to work with a dynamic portfolio of leading restaurants and hospitality brands., • Hands-on training and development in both accounting and operational consulting., • Collaborative, growth-focused team culture., • Salary: $60K per year, • 401K, • Medical / Dental / Vision

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR kQfa3dGft7

Job Description The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships. Why Willis Johnson & Associates? Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News. Essential Responsibilities • Input data into financial planning software, • Prepare comprehensive financial plans, reviews, reports and client presentations, • Prepare Senior Advisor and staff in advance to client meetings, • Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion, • Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff, • Implement approved financial plans and investment strategies, • Develop and deepen client and prospect relationships, • Respond directly to client requests, • May perform basic investment research and research client’s company benefits, • Bachelor’s degree in Finance, Business, Accounting or Financial Planning required, • Master’s or Graduate degree preferred (Masters in Finance, JD, MBA), • Three or more years working experience in similar industry, • Have attained CFP, CFA, or CPA designation, • Currently possess or pursuing the Series 65 securities licenses, • Strong technical and interpersonal skills, • Confident, poised and professional in appearance, • Ability to take on creative challenges and manage workload on tight deadlines, • Ability to collaborate and contribute to a team environment, • Must be willing to relocate to Houston, TX What We Offer • Flexibility to work from where you are most comfortable; at home or in the office, except for required client and department meetings., • Collaborative, Positive Teammates, • Advancement Opportunities, • Autonomy in Your Role, • Professional Development Options, • Salary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performance, • Total Compensation range with Bonus = $115,000 - $170,000., • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure., • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time., • 11 paid holidays and 15 PTO days to use at your discretion., • Employer paid Health/Dental/Vision insurance premiums for individuals and families., • Employer HSA contributions Dk2jZ31Tg5

Job Description We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office. We work primarily with people who are retired or who are retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money. Position Duties and Responsibilities: · Maintain ongoing relationships with existing clients · Process new account paperwork. · Process distributions, Roth conversions, and other transactions. · Respond to client inquiries. · Scheduling meetings with clients. · Assist clients with website access, password resets, etc. · Prepare for and follow up on client meetings. · Responsible for meeting compliance requirements. · Assist with administrative and marketing duties. · Potential to become a financial advisor. Qualifications: • Bachelor’s Degree preferred, • Active 7, 63 and 65, or Series 7 and 66 preferred, • Texas Insurance License ideal, • 3 years or more experience in financial services, • Excellent written and oral communication skills, • Ability to prioritize tasks and meet deadlines, • Strong client service orientation, • Outgoing, friendly personality a plus, • Familiarity with NFS, Redtail, and Emoney a plus Must be able to pass a background check including fingerprinting. Compensation: • $50,000 - $75,000 depending upon skill and experience, • Employer pays 100% of employee health and dental, • 401(k) with match, • Profit Sharing Plan, • Discretionary Quarterly Bonus

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

Job Description We manage money for thousands of families and Institutional clients globally, with expertise in all major asset classes, including public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit and natural resources. We offer independent business advisory and corporate financial services. We advise our family office clients on private equity, mezzanine, senior, and project debt procurement and investment, as well as buyside, sellside and going-private, hostile defense, recapitalization and restructuring transactions. Senior Associate - Capital Formation - RIA The Capital Formation team is focused on expanding the capital base of our Registered Investment Advisor. This role will primarily support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Partner relationships in addition to sourcing new Partners to invest with the firm. This position will primarily focus on the Houston & New York market. Key Responsibilities: • Support the management of ongoing relationships with Investors as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance., • Monitoring existing Partner investments and growing the assets with existing Partners., • Leveraging personal networks to identify new prospective Investors. Requirements: • 5 years of experience in a relationship management and business development role in a fast-paced industry, • Series 65 or willingness to obtain within 90 days of hiring, • Outgoing personality and the ability to interact with rooms full of people with confidence, • Team player with a strong work ethic, • Ability to work in a fast-paced environment under strict deadlines, • Exceptional organizational and written communication skills and exacting attention to detail, • Proficient in Microsoft Office Suite, • Basic competencies in CRM software with an ability to expand Compensation Structure: • Guaranteed Compensation will be commensurate with experience, • Long-term equity incentives are provided based on success, • Opportunity to earn quarterly bonuses based on the value added to the organization and firm's profitability, • We offer a generous PTO plan, along with an excellent Benefit Portfolio, • Featured benefits, • Medical insurance, • Vision insurance, • Dental insurance, • 401(k), • Disability insurance, • Paid maternity leave

Job Description Perry Homes has been a Texas tradition for over 50 years. As one of the largest and most respected homebuilders in the state, we are known for our commitment to quality, integrity, and customer satisfaction. We prioritize the growth and development of our employees and are building a world-class talent function to support long-term business and people strategies. The Role We are seeking 3 strategic, field-savvy Talent Management Partners to support Perry Homes’ field operations. This role is ideal for someone with HR Business Partner experience and a passion for coaching, development, and strategic talent planning—particularly in operational, decentralized environments. The Talent Management Partner will work closely with field leaders from Construction Phase 2 and Phase 1 Managers, to Project Managers, and up to Vice Presidents of Construction, helping shape development paths, identify successors, and improve leadership capability. This individual will report to the Director of Talent Management and work alongside a dedicated Talent Specialist. This is a highly visible, relationship-based role with a strong presence in the field and a critical connection point between the talent team and construction leadership. This individual must demonstrate executive presence and serve as a trusted advisor to Construction Managers, Project Managers, Vice Presidents of Construction (VPCs), and Division Presidents (DPs). They must possess a deep understanding of Perry University and the full L&D offering, with the ability to articulate the ROI of leadership development programs. They must be confident in communicating across levels—from frontline managers to senior executives—and bring operational excellence to every engagement. Talent Partners are expected to lead and host at least two Talent Reviews annually, arriving fully prepared with documentation, data, and insights to drive meaningful development conversations. What You'll Do • Partner with field leaders and employees to understand talent needs, skill gaps, and succession opportunities across construction roles., • Spend regular time in the field to build relationships, understand operational nuances, and support onsite leadership development., • Conduct career conversations, stay interviews, and coaching sessions to support employee growth and engagement., • Use the nine-box model to assess performance and potential and facilitate talent review and promotion readiness conversations., • Work with Learning & Development to align Perry University offerings with role-specific needs for Construction Phase 2 and 1 Managers, Project Managers, and VPCs., • Develop tailored development plans and succession pathways for construction team members with leadership potential., • Partner with Talent Specialists to ensure talent data is documented, tracked, and analyzed for trends and business insights., • Support strategic workforce planning and internal mobility initiatives specific to field operations., • Prepare and deliver leadership-ready insights and recommendations based on talent conversations, performance data, and field visits., • Serve as a key liaison between construction operations and the Talent function to ensure alignment, clarity, and execution. Requirements • Bachelor’s degree in Organizational Development, Human Resources, or a related field required., • Minimum of 6 years of experience in talent management, HR business partnership, or a related field., • Experience supporting decentralized or operational teams; construction or field leadership exposure is a strong plus., • Familiarity with the nine-box framework and core talent planning processes., • Excellent relationship-building skills and ability to build trust with leaders at all levels., • Proven ability to connect talent strategy to workforce needs and long-term business goals., • Strong collaboration skills to work closely with Learning & Development and Talent Acquisition., • Able to work onsite and in the field at least 3 days per week, with flexibility based on leadership meetings and development needs., • Strong analytical and communication skills to synthesize qualitative and quantitative insights. Benefits Health & Wellness • Medical, Dental & Vision Coverage, • Employee Assistance Program (EAP), • 401(k) with Company Match, • Company-Paid Life & Disability Insurance, • PTO & Paid Holidays, • Perry Homes Family College Fund, • New Home & Employee Discounts, • Pet Perks, Travel Assistance, & More Perry Homes is an Equal Opportunity Employer Disclaimer: Recruitment Fraud – Any communication regarding job opportunities from our organization will be initiated through official channels only, including our company email domain, @perryhomes.com and verified social media accounts. We advise candidates to exercise caution and refrain from sharing personal or sensitive information with any party claiming to represent our company outside of these channels. We do not at any early stage of recruitment process solicit personal information (e.g., passport and bank account info), financial details, or any form of payment (e.g., application fee). If you receive suspicious communications, encounter job postings that appear fraudulent, or want to confirm any employment postings, please contact

Job Description• Professional accounting certification required, CPA Certified is a MUST Job Duties • Under broad direction, responsible for researching and responding to complex accounting issues in the organization including revenue recognition, lease accounting, consolidation accounting, business combination, investment accounting, impairment analyses, and various other matters, • Performs review and demonstrates understanding of various contracts with customers, vendors, and other complex transactions; interpret such contracts and propose the appropriate accounting treatment, • Responsible for advising and assisting global finance and accounting personnel on complex accounting issues, • Contributes or prepares specialized memos and reports on complex accounting issues and transactions, • Monitors and assesses the impact of new accounting standards and SEC filing rules, • Supports external audits as needed, • Provides accounting assistance during special projects, such as mergers, acquisitions, or divestitures, • Performs fair valuation or reviews valuation provided by third parties for various accounting purposes, • Provides accounting training presentations or documentation to share accounting knowledge with the global organization, • Responsible for managing the recruitment, training, and development of accounting personnel within the assigned area, • Serves as a trusted business advisor to management on key financial issues, financial performance, and strategy execution, including commercial business insight, • Responsible for interpreting and applying company policy and accounting principles to financial transactions for internal control compliance Additional & Requirements: • Demonstrates project management skills and awareness of financial performance metrics such as CVA/NOVA, • Demonstrates strong knowledge in aspects of finance and accounting, internal controls and risk mitigation, company policy, financial analysis, and statutory reporting, forecasting, and financial applications of varying complexity, as well as performance management and advanced levels of proficiency with industry and company acumen, • Demonstrates advanced functionality of common office environment, functional applications such as SAP and Hyperion, and relevant business applications, • Excellent verbal and written communication skills, including business conversations, email communication, memo documentation, public speaking and presentation, etc., • Strong multi-task skills Onsite gym and childcare.

Job Description Are you ready to build a career that makes a difference? At New York Life, we’re expanding our Houston team and seeking motivated, goal-driven individuals to join us as Financial Professionals. In this role, you will: • Deliver personalized financial guidance to help clients protect what matters most and achieve their goals., • Build lasting professional relationships while making a meaningful impact in your community., • Develop your own practice with the backing of an industry leader. What we offer: • Comprehensive training and mentorship from experienced leaders., • Ongoing support, tools, and resources to ensure your success., • A career with purpose, growth potential, and the ability to shape your own future. If you are a strong communicator, enjoy helping others succeed, and are driven to achieve your goals, we invite you to take the first step toward a fulfilling career with New York Life. Compensation: $90,000 - $115,000 yearly Responsibilities: • Actively engage with potential clients in Houston, TX, to establish strong relationships and serve as their trusted financial advisor, • Collect financial data from clients to evaluate their financial situation, objectives, income, and expectations, • Create customized financial strategies for clients based on anticipated life events and changing financial requirements, • Offer personalized financial guidance and strategies that match clients risk tolerance and goals, • Support clients in executing financial recommendations, such as savings schemes, life insurance, mutual funds, and other pertinent financial instrumentsQualifications:, • Excellent interpersonal skills, effective communication abilities, and a strong commitment to customer service are essential for this role, • Looking for a candidate with an innovative business mindset, • Preferably, possesses relevant knowledge of the financial industry, financial products, and industry best practices, • Sales and finance background is beneficial, though not mandatoryAbout Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training, • Supportive management, • Extensive sales and marketing support, • Backed by over 175 years of experience

Job Description PEMEX Deer Park is a highly complex refinery located 18 miles east of Houston in Deer Park, TX, and is a part of the PEMEX group which is a fully integrated oil company in the Americas, working across the entire value chain: exploration, production, industrial processing/refining, logistics and marketing. PEMEX Deer Park provides a diverse and inclusive work environment that employs approximately 1000 employees with another 1200 contractors on site. The refinery’s rated capacity is 340,000 barrels per day and has the feed flexibility to process multiple grades of crudes to produce the high-quality transportation fuels the world needs. The PEMEX Deer Park site is co-located with other 3rd party chemical facilities allowing for further integration and optimization of the refinery and its products. We set high standards of performance and ethical behaviors and offer challenging and fulfilling job opportunities in a number of fields. We take great pride in our ability to ensure the health and safety of our workers and the environment while being a good neighbor and have a positive impact on the local community where we work. BENEFITS: We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive compensation and an extensive benefits package including paid time off, medical, dental, and vision benefits, and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Job Purpose This is a highly visible position with broad responsibilities for primarily external communications strategic planning, execution and measurement. This position reports directly to the Director, Communications & External Affairs (& Public Information Officer “PIO”). In collaboration with the Director, Comms & External Affairs, helps manage a robust crisis and incident response communications readiness program and toolkit, including media relations, and will serve as Deputy PIO in the site’s Emergency Operating Center. On a day-to-day basis, the Sr. External Affairs Advisor works in coordination with the Director, Comms & External Affairs, colleagues and external stakeholders to help deliver high-impact external relations and social performance initiatives and activities in the neighboring communities and industry organizations. S/he also collaborates with the Internal Communications team, as needed, to deliver integrated communications campaigns and projects and maintain flexibility in the Communications team providing timely counsel and deliverables to meet the diverse communications and stakeholder engagement needs of the site. Accountabilities & Responsibilities: · Collaborate with the Director, Communications & External Affairs to develop a comprehensive external communications strategy and values-driven community and industry-focused initiatives for the site that align with business goals and objectives and works to enhance corporate reputation. The scope of external communications includes issues management, media, social media and community relations, social investment, strategic positioning, and external stakeholder relations. · Collaborate with the Internal Communications team to provide external communications planning and implementation for projects and initiatives that require integrated communications and to help balance the Communications team’s overall workload. · Establish success metrics for each initiative to provide discipline in determining the social impact and return on reputation investment outcomes. · Stay abreast of industry and National Incident Management System Incident Command System (NIMS ICS) best practices that can continuously improve the site’s overall and incident response communications programs. · Advocate with the Communications team to drive change, influence and enhance site culture and reputation through informative and collaborative communications that position site initiatives for successful internal and external outcomes, including but not limited to inspiring and empowering colleagues and building/growing positive relationships within the industry and neighboring communities. · Coordinate with Brand, Design and Multimedia resources, collaborate across multiple departments to foster cross-functional partnerships and research official industry resources to maintain a current and dynamic website and targeted social media presence for PEMEX Deer Park. Anticipate and plan for upcoming issues, source content and encourage defined participation within the site’s social media policy. · Serve as Deputy Public Information Officer for the site, contribute to maintaining and enhancing the crisis/incident response communication plan and toolkit, and coordinate as needed with third-party on-call PIO support consultants. Participate in all required training and drills supporting this role in the Emergency Operations Center. · In collaboration with the Director, Communications & External Affairs, develop and implement an effective community outreach strategy and build a supporting volunteer base. Evaluate requests for funding and allocate budget for promotional spending donations and advertising. · Log all external engagements and financial- and volunteer time-based social investment donations in the site’s External Engagements database for reporting per corporate guidelines and ensure colleagues participating in external engagements are doing the same to ensure complete and accurate documentation. · Support the Director, Communications & External Relations, in representing the site at community events and encouraging site leaders to do the same. · Manage a media relations program that protects and enhances the PEMEX Deer Park brand and includes developing positive mainstream news and trade media coverage and positioning opportunities, as well as preparation of statements for media, employees and the community. · Develop and implement outreach initiatives focused on environment, education, child empowerment, and life skills development, with an emphasis on STEM and future-ready workforce skills. · Collaborate with local community organizations and educational institutions to identify programs where our volunteer base can contribute meaningfully to advancing learning and community service initiatives. Job Knowledge, Skills & ExperienceSpecify the educational background, qualifications and experience that would typically be required to fully and effectively perform this job. Key qualifications: · Strong PIO experience working in NIMS ICS and JIC environments. NIMS ICS certification required. Site-based PIO experience preferred but not required. · Ability to act with integrity and professionalism in line with the site’s mission, vision and values, and corporate codes of conduct and ethics. · Excellent verbal and written communication and multi-media skills. · Excellent interpersonal, negotiation and conflict resolution skills. · Ability to collaborate and influence at all levels in the organization. · Demonstrated ability to contribute independently while also excelling in highly collaborative team environments. · Excellent analytic and problem-solving skills, with the ability to see multiple scenarios and impacts of internal and external communications throughout the organization and on stakeholders. · Excellent organizational skills and attention to detail. · Excellent time management skills, with proven ability to plan work and meet deadlines. · Ability to maintain confidentiality and discretion. · Ability to adapt to the needs of the company and employees. · Ability to prioritize tasks and assignments, delegating and/or collaborating when appropriate and needed to meet deadlines, and defining clear objectives, implementation expectations and accountabilities when collaborating with peers and colleagues, and metrics by which to measure the success of initiatives and targeted outcomes. · Ability to function well in a high-paced and, at times, stressful environment. · Strong knowledge and application of AP Stylebook. · Proficient with Microsoft Office 365, Adobe Creative Suite, Canva, and related software, including collaboration software and associated analytics. · Proficient with social media and Internet platforms and analytics. · Less than 1 hour drive-time to/from PEMEX Deer Park site preferred. Experience requirements: · The position requires a bachelor’s degree in communications, public relations, public/external affairs, and/or multi-media production from an accredited university. · A minimum of 10 years of experience in internal and external communications, multi-media production, Internet and Social Media content development and management, employee and community engagement, public or external affairs, stakeholder and media relations, issues resolution, negotiation, and crisis/incident response communications. · Previous experience in change management, employee engagement, culture enhancement, and international business, is preferred. · Energy industry experience working in complex operating environments and manufacturing site-based communications experience strongly preferred. · Experience with frontline and/or union-represented employees preferred. · Spanish proficiency strongly preferred but not required. · Must be able to pass all required, applicable onsite safety training. Physical requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions: · Prolonged periods sitting at a desk and working on a computer. · Prolonged periods of activity and engagement with small and large groups of people in indoor and outdoor settings. · Must be able to be on-site at PEMEX Deer Park for a minimum of 4 days/week, regular full time and extended work hours as needed. · Must be able to drive and/or travel by bus and/or shuttle to various locations within the refinery. · Must be able to lift up to 15 pounds at times. · Must currently hold or be able to qualify to receive a Transportation Worker Identification Credential (TWIC) card. Note, information regarding TWIC qualification standards may be found at

Job DescriptionJob Description Job Purpose Oversee people activities across varied / large client groups (functions or entities), ensuring alignment with the global Business and People strategy, through strategic collaboration with senior leaders in the function (including RMB stakeholders). Build people capability by shaping and implementing effective people strategies and activities within the client group to enhance employee engagement and create a high performing environment. Act as a consultant and trusted advisor to leadership teams to drive talent strategies, organisational change, workforce planning and engagement to enhance business performance. Be able to operate independently with minimal input from Head of HR and deputise for Head of HR when required. Main Responsibilities Strategic Planning • Partner with business leaders to define and deploy the People Strategy aligned with the functional strategy, aligned with wider business strategy. Be a core member of the client group leadership team., • Collaborate with HR centres of excellence (CoE’s) to deliver effective HR solutions that support the People Strategy while aligning to business needs., • Use a data driven approach to analyse trends and metrics to support decision making, measure HR impact and improve productivity., • Drive organizational change and transformation initiatives., • Work in partnership with wider HR team to deliver key annual people activities (including performance management, pay review, engagement and talent review) across client group to ensure processes are understood and followed by managers., • Partner with senior leaders to drive HR strategies that support business objectives and organisational growth., • Collaborate with senior leaders to understand business needs and provide strategic HR guidance and solutions., • Coach, influence and support leaders on a range of people activities and challenges., • Ensure HR policies and practices are implemented effectively to ensure compliance., • Lead the evolution of culture within client group to embed Rotork’s DNA, • Ensure engagement areas of focus / action become a core business process and activity within client group, • Lead talent and succession planning within client group to ensure Rotork recruits and develops high calibre talent with a focus on supporting Rotork strategic initiatives around internal talent development and diversity., • Support strategic workforce planning (to include succession planning and talent management) across client group to ensure the next level of leaders are developed within client group, • Attract top talent into the organisation by working together with TA Partner to develop and implement strategies to attract top talent to client group, • Lead organisational change initiative and transformation to improve organisation health within client group. Ensure change is embedded for long term impact., • Ensure client group is ready to deliver sustainable business growth, • Shape structures and processes to optimise workforce effectiveness, • HR leadership on merger/ acquisition projects from the early due diligence process, integrations plans, benefits harmonizations to ensuring appropriate execution of divestitures employee related matters as well as onboarding, working together with the wider HR team.Qualifications Required skills and competencies • HR qualified – possess a Bachelor’s degree or equivalent experience. Relevant HR qualification (e.g. CIPD, SHRM, HR Diploma, HR Masters) preferred, • Experience of HR business partnering – from a fast paced, international and matrixed organisation. Likely to come from a minimum of 15 years’ experience in HR with a focus on commercial HR leadership roles. Proactively looks for ways to create mutual value in partnerships, encouraging others to adopt a win-win mindset throughout the organization. Strong problem-solving skills and ability to handle complex HR issues., • Excellent interpersonal and stakeholder management skills – able to build strong relationships with internal and external senior stakeholders to influence outcomes, manage expectations and ensure alignment of HR initiatives with business priorities. Proven experience of partnering with senior leaders., • Business acumen – commercially aware, with a good understanding of financial drivers, risk and reward, industry trends and macro-economic changes which impact the business. Proven experience of leading business operations and the ability to provide strategic HR support based on understanding of financial P&L., • Customer focused - promotes a positive influence on others and demonstrates a passion to deliver excellent service. Fosters an environment that maximises employee satisfaction and productivity., • Collaborative - works cross-functionally to ensure HR solutions align with business needs. Understands cultural differences and ability to work and lead teams effectively in a global environment., • Analytical – a clear thinker with strong attention to detail. Able to make decisions quickly and often without all the information available. Uses analytics to measure HR impact and drive informed decisions., • Digital agility – comfortable in using technology to drive automation, efficiencies and focus on value-add delivery., • Curious and self-motivated - keen to learn and comfortable challenging embedded perceptions and practices. Prepared to take the initiative and be proactive. A team player but also able to demonstrate a high level of initiative and comfortable working without close supervision., • Execution excellence - excellent planning skills, able to adapt and cope with the unexpected, action orientated and problem-solving mentality., • Communication excellence – clear and effective written and verbal skills. Additional Information All your information will be kept confidential according to EEO guidelines.

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. Compensation: $55-65K (hourly, non exempt) Location: On Campus, Houston (Hybrid) Purpose of Position: As a 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 DescriptionApplication Fulfillment Specialist - Bilingual Spanish or MandarinREPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm LOCATION: Houston, TX onsite COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers. Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun! JOB SUMMARY: In a call center setting, the Application Fulfillment Specialist - Bilingual Spanish or Mandarin - is responsible for both inbound and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls, make outbound calls from a call queue, and call on specific appointments. They will determine the appropriate carrier and application documents required and complete the insurance application with the client over the phone in the client’s preferred language and translate to English on application forms. We fulfill applications for more than 25 different insurance carrier's nuances, required forms, etc. This team member will then verify paperwork and send completed application our for signatures. This is a high-volume position that requires attention to detail, multitasking, and a professional, friendly demeanor. This is a great entry-level position that can provide great foundational knowledge of what Covr provides its partners as a pioneering insurance technology company. We strive to hire and retain excellent employees, who are looking for career progression and growth within our organization. Starting pay is approximately $40k annually, with potential incentive bonuses. ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: • Works each application request received through to the formal submission to the carrier for underwriting., • Review, screen, and coordinate with other Covr team members to ensure we document all the accurate information necessary to complete each carrier-specific application., • Submits life insurance applications “in good order”., • Performs additional administrative functions as requested., • High School Diploma or GED Equivalent, • Minimum 2 years clerical and/or administrative experience, • Minimum 1 year customer service experience, preferably by phone, • Life insurance knowledge is strongly-preferred, • Exceptional communication and customer service skills, especially via phone, • Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment, • Proficient in Microsoft Outlook, Word, Excel, and Adobe, • Strong attention to detail and ability to multi-task without losing focus, • Excellent organizational and time management skills, • Excellent written communication skills, • Hourly Rate: $18.00 to $20.00, • Paid Time Off (PTO): 3 weeks to start increasing with years of service, • Paid holiday’s – 11 days, • Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees, • Health Savings Account (HSA) with quarterly company contributions, • Short-Term and Long-Term Disability, • NEW - Pet insurance for cats and dogs!, • 401(k) option, • Company paid Life and AD&D insurance of $25,000 for all full-time employees., • Supplemental Life and AD&D insurance up to 5x’s salary for employee, • Supplemental Life and AD& D plans offered for spouse and dependents 0zeehVdUKC

Job DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results. Responsibilities • Manage the day-to-day aspects of client engagements as a member of a team., • Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience., • Proactively maintain client relationships through excellent client service., • Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans., • Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports., • Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications., • Serve as a primary point of contact for client relationships., • Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner., • Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence, • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials., • Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed., • Complete client meeting notes and follow up tasks as required., • Coordinate the execution of trade orders with the Asset Management Department (AMD), • Develop a deeper technical expertise in general financial knowledge., • Identify additional planning or asset management opportunities in existing client relationships.Requirements, • Bachelor’s degree required in Economics, Finance or related field, • Active Series 65 or CFP or CFA, • CFP or other industry designation required, • Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, • Previous experience working with financial planning software and planning deliverables, • Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce, • Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.Competencies, • Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines, • Excellent communication skills, both written and verbal, • Ability to find creative solutions to problems, devise strategies, and propose solutions, • Self-starter and able to perform job duties with little supervision, • Customer service oriented, with the ability to work independently as well as collaborate with team members, • Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues

Job Description Duties: A global financial company is seeking a Junior Banker Assistant. Our Junior Banker Assistants are responsible for providing extensive administrative support to 25+ Junior Bankers at Analyst, Associate up to Junior VP level. This role works within a team of assistants supporting various bankers within an industry group team. The Junior Assistant will be provided with full training alongside ongoing support from their Team Supervisor during the engagement. This would suit someone with a Customer Service/ Administrator background with experience of dealing with a high-volume workload. This is a demanding role which requires extensive support from a highly competent, proactive, independent, and process driven individual. Experience of working in a remotely managed environment is a bonus. As a division, our strategic objectives include: To be the world's pre-eminent investment bank – trusted advisor, financier, and risk manager for our clients on their most important transactions Build long-term relationships with clients and bring them world-class execution by “delivering the firm” over time Drive superior returns for our stakeholders Be the employer of choice for all career levels by providing a highly dynamic, meritocratic, diverse and rewarding workplace The duties of the role include: Coordinating and scheduling of meetings and conference calls across multiple time zones Managing high volume of phone calls and emails, relaying information in a timely and accurate manner Calendar management for bankers (Associate level+) Coordinating room bookings for internal/external meetings and VCs across multiple locations Coordinating travel arrangements for the team, including: Visa applications, International flight and accommodation bookings Car bookings Expense processing and timely expense management Invoice processing Taking on ad hoc tasks while maintaining workflow Supporting teams in day to day issues, needs and queries Providing phone / holiday coverage for colleagues Skills: Excellent Microsoft Word, Excel and Outlook skills Able to manage competing time-sensitive priorities and tasks Demonstrates dependability and high attention to detail along with the ability to multi-task Displays a consistent, professional degree of communication skills in person, on phone, via Zoom and by email at various levels Comfortable working with people at all organizational levels, internally and externally Must be a team player that works well under pressure within a changing environment Flexible and adaptable to work and support across multiple teams Be resourceful and able to use own initiative in solving issues Proactive attitude when managing diaries Discretion to deal with confidential business matters Friendly, polite and approachable with a “can do” attitude Zero to one years of experience Hours of Work: Generally, Monday to Friday 9:00am to 5:00pm (1 hour lunch break). Flexibility with hours is essential. Keywords: Education: Bachelor's Degree Preferred Company DescriptionTop Management Consulting and Recruiting Firm Specializing in Financial ServicesTop Management Consulting and Recruiting Firm Specializing in Financial Services

Job Description Position/ Location: Senior Associate-Investment Advisor Client Service, Operations, and Office Admin / Houston, TX Why Us? CEERA Investments, LLC, an SEC-registered and Houston-based investment advisor offers customized investment management services for various types of US and international clients. We are a small, high-energy team working in a fast-paced environment and dedicated to providing highly personalized and concierge level advisory services to our client base. If you are looking to work hard and play hard, looking for a steep and continuous learning curve along with opportunities to benefit from the long-term growth of the firm, we would love to hear from you. For more information, please visit Job/ Role Description This position involves, as a part of the Operations team, undertaking (but not limited to) the following tasks: • Client Service, • Operations and Compliance Support, • Office Administration Schedule, Compensation & Benefits • Base Pay: Starting Annual W2 Compensation: Competitive and in line with experience/ qualifications, • Bonus: Plus, a variable year-end bonus, based on company and personal performance, • Retirement Benefits: After the first year, access to company 401k and profit-sharing plans, • Vacation Benefits: 10 paid days/ year (pro-rata as applicable) in addition to company official holidays, • Insurance Benefits: “Voucher” for Health/Dental/Vision/ Life insurance premiums included in Base Pay, • Other Benefits: • Over time, opportunities to participate in the growth of the firm, • Complimentary in-house investment management as a team member Desired Profile/ Application Requirements • Required Education: Bachelor’s degree (Minimum), • Required: Strong working knowledge of Excel, Word, and PowerPoint, • Required: High energy with ability to multi-task, process/ workflows driven, and staying highly organized, • Required: Comfort working with numbers, strong work ethic, diligence, and good communication skills, • Required: Agreeable to background verification and checks, • Preferred Experience: 2-3 years in the Financial Services/ Brokerage industry, • Preferred: Familiarity with Custodian platforms (such as Schwab, Fidelity), Morningstar Office, Advyzon, Redtail CRM, DocuSign, • Preferred: Ready to start ASAP If Interested Interested candidates are requested to e-mail a copy of their resume to HR (hire [at] ceera.com) along with a cover letter describing what they may be looking for in a new role/ at CEERA. Deadline October 5th, 2025 Company DescriptionCEERA Investments, LLC, an SEC-registered and Houston-based investment advisor offers customized investment management services for various types of US and international clients. We are a small, high-energy team working in a fast-paced environment and dedicated to providing highly personalized and concierge level advisory services to our client base. For more information, please visit Investments, LLC, an SEC-registered and Houston-based investment advisor offers customized investment management services for various types of US and international clients. We are a small, high-energy team working in a fast-paced environment and dedicated to providing highly personalized and concierge level advisory services to our client base. For more information, please visit

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 Passion for n

An ambassador for the Charlotte Tilbury brand, the Beauty Advisor will reflect the brand values and customer base.Responsible for achieving optimal financial results by maximizing top line sales potential and ensuring superior service to our customers.MAIN DUTIES AND RESPONSIBILITIES:.Drive financia

Job Description Job description Do you create scary detailed to-do lists and love crushing tasks ahead of schedule? Are you obnoxiously curious who isn’t afraid to ask questions and will run through walls to seek out answers? Does juggling multiple dynamic projects while learning multiple languages like tax-ese, legal-ese, and investment-ese sound like a great time? Do you love working in a high-energy team environment for a small organization where everyone’s contribution and opinion actually matters? If so, our Client Operations Coordinator role may be for you. COMPANY Mosaic serves Texas-based entrepreneurial families. Mosaic was built on a unique business model – to provide unbiased, comprehensive advice in exchange for a fixed quarterly fee. We don’t manage money for a fee, sell insurance products, draft legal documents, or prepare tax returns. By completely aligning our financial incentives with our client’s interests, we can neutralize professional egos, eliminate conflicts of interest, and remain agnostic as to the makeup of our client's outside advisory team. As a result, we don’t compete with other advisors, we complement them. Mosaic is far from stuffy - we work hard to cultivate a culture full of laughs, respect, and humility. Company outings, regular educational and team-building opportunities, and a pantry full of snacks are small examples of the tight-knit team we have. LOCATION We believe the serendipity that comes from the entire team occupying the same physical space can’t be replicated online and as such, we collaborate in the office every day. While remote or hybrid positions aren’t offered, flexibility is available as needed. OPPORTUNITY The Client Operations Department serves as "Air Traffic Control" between internal Mosaic teams, external professional advisors, and the families we serve. Each Client Operations team consists of a Client Operations Analyst and 1 - 2 Client Operations Coordinators collaborating to design, implement, and maintain the complex tax, legal, financial, and business structures entrepreneurial families depend on to grow, protect, and transfer their success. Primary responsibilities include: • Regular and proactive verbal, written, and in-person communication with clients and professional advisors., • Audit and maintain all client databases and project management systems., • Manage income tax return information gathering process., • Establish new accounts, execute regular money movements, and prepare trade tickets, and subscription agreements as needed., • Responsible for the oversight and completion of client objectives, providing regular updates to colleagues, professional advisors, and client families, and escalating issues as needed., • Daily maintenance and weekly review of the project management system, adhering to deadlines and regular progress updates to completion., • Coordinate the income tax information gathering, filing, and payment process to ensure timeliness and accuracy relating to personal and business filings., • Ensure the coordination and accuracy of financial transactions, including distributions, wire transfers, account funding, and financing needs., • Proactively identify opportunities for process improvement and contribute to developing best practices within the department and organization. CANDIDATE Being smart, hardworking, and honest are the minimum barriers to entry. To thrive at Mosaic, the individuals we are seeking must possess intangible qualities such as: • Organized, task-oriented person who can successfully prioritize multiple projects, • Attention to detail with an eye for spotting incorrect information, • Service-oriented with a passion for seeing tasks through to completion and meeting deadlines, • Resourceful, proactive, self-starter who isn’t intimated to jump into new projects with little direction, • Bias for action with a sense of urgency to accomplish tasks and follow up with all stakeholders along the way, • Critical thinker who naturally thinks about the next step in the process, not just the task at hand, • Above-average written communication skills, • Ability to effortlessly switch between collaborating with a team and flying solo, • An extraordinary level of curiosity that preemptively asks questions and seeks out answers, • Coachable team player who is hungry to grow personally and professionally, • Authentic, approachable, likable with a great sense of humor and a cheery disposition, • Self-motivated and able to work both independently and collaboratively, • Aptitude for technology and ability to quickly learn new software applications, • Capable of maintaining extreme confidentiality Minimum qualifications include: • 3 + years of experience in Executive Administration, Office Management, Project Management, Accounting, Legal, Family Office, Banking, and / or Wealth Management., • Above average skill with Microsoft Office, particularly Excel, • Ability to pass a criminal background check, • Ability to pass FINRA Series 65, • Undergraduate Degree COMPENSATION This role is eligible for a compensation package which includes: • Base salary plus, year-end bonus based upon personal contribution and the profitability of the firm, • Base Salary Range: $65,000 - $75,000, • Annual Bonus up to 20.0% of salary or $15,000, • Total Annual Compensation up to $90,000, • 401(k) with 6.0% company match, • Health, Dental, Vision, Disability & Life insurance, • Personal Time Off including Vacation, Sick, 12 Holidays, & Maternity / Paternity, • Financial incentives for attaining directly relevant professional designations.Company DescriptionMosaic serves a handful Texas based entrepreneurial families with significant illiquid holdings. Our average client family is a first-generation wealth creator with the majority of their net worth tied to their operating company. Mosaic charges a flat monthly retainer in exchange for actionable advice. We don’t sell anything. No life insurance. No investment management for a fee. No tax return preparation. No legal drafting. No project-based work. No hourly rates. No contracts. Further, we are not a Family Office, we don’t pay bills, perform accounting, complete lifestyle tasks, or fulfill administrative responsibilities. At any point of the engagement, should a client family no longer perceive value, they can immediately terminate the relationship. This approach allows us to be uniquely collaborative, uncommonly comprehensive, & completely objective. Consequently, we don’t compete with existing advisors, we complement them. As a result, unlike any professional advisor we are aware of, there are absolutely no conflicts, surprises, or “gotchas”. We believe this complete transparency and direct financial alignment is the only way for client families to ensure absolute objectivity. Our primary role is akin to that of a General Contractor but instead of plumbers and electricians, we collaborate with Attorneys, CPAs, bankers, and Investment Advisors. Due to our unique approach and narrow focus, we have found that Mosaic is best suited for a family once they surpass at least one of the following thresholds. -\tAnnual business revenue of $50MM -\tAnnual income of $10MM (e.g., including business EBITDA, rental income, investment income, salary, and bonus) -\tNet Worth of $50MM (e.g., including illiquid holdings such as operating business, real estate, oil & gas interests, and private investments) Once a family has been referred to Mosaic, we only accept new client families after exploring shared vision, values, and priorities. Further, we limit the number of new engagements we accept each year to 4. This way, we can ensure that we add extraordinary value.Mosaic serves a handful Texas based entrepreneurial families with significant illiquid holdings. \r\n \r\nOur average client family is a first-generation wealth creator with the majority of their net worth tied to their operating company. \r\n \r\nMosaic charges a flat monthly retainer in exchange for actionable advice. We don’t sell anything. No life insurance. No investment management for a fee. No tax return preparation. No legal drafting. No project-based work. No hourly rates. No contracts. Further, we are not a Family Office, we don’t pay bills, perform accounting, complete lifestyle tasks, or fulfill administrative responsibilities.\r\n\r\nAt any point of the engagement, should a client family no longer perceive value, they can immediately terminate the relationship. \r\n\r\nThis approach allows us to be uniquely collaborative, uncommonly comprehensive, & completely objective. Consequently, we don’t compete with existing advisors, we complement them. \r\n\r\nAs a result, unlike any professional advisor we are aware of, there are absolutely no conflicts, surprises, or “gotchas”. We believe this complete transparency and direct financial alignment is the only way for client families to ensure absolute objectivity. \r\n\r\nOur primary role is akin to that of a General Contractor but instead of plumbers and electricians, we collaborate with Attorneys, CPAs, bankers, and Investment Advisors. \r\n\r\nDue to our unique approach and narrow focus, we have found that Mosaic is best suited for a family once they surpass at least one of the following thresholds.\r\n•\tAnnual business revenue of $50MM\r\n•\tAnnual income of $10MM (e.g., including business EBITDA, rental income, investment income, salary, and bonus)\r\n•\tNet Worth of $50MM (e.g., including illiquid holdings such as operating business, real estate, oil & gas interests, and private investments)\r\n\r\nOnce a family has been referred to Mosaic, we only accept new client families after exploring shared vision, values, and priorities. Further, we limit the number of new engagements we accept each year to 4. This way, we can ensure that we add extraordinary value.

Student Financial Aid Office required; experience must be recent, within last 3 years (i. Federal, State and Institutional Financial Aid Programs. Whether your role is supportive, administrative, financial or something else, you'll be part of a dynamic team that not only provides HCC students with c

Up to $27 per hour / Medical, dental & vision / 401k / PTO - As a Financial Aid Advisor at Strategic Education, Inc. Be responsible for providing best-in-class financing and financial aid support to learners before, during, and after their program enrollment; Interact with learners via phone, email,

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Bank Of America Financial Advisor. Work

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Job Description Join Our Team as a Registered Investment Advisor! Are you a self-starter with a passion for the financial world? Do you thrive on setting and achieving goals? Are you motivated by a positive mindset and a desire to grow both personally and professionally? If so, we have an exciting opportunity for you! We are seeking a dynamic and driven individual to join our team as a Registered Investment Advisor. As an integral part of our organization, you will have the chance to make a significant impact on our clients' financial success while enjoying the flexibility of remote work. This is a commission-based position with tremendous potential for growth and success. Key Qualifications: ✓ Self-Starter: We value individuals who take initiative, embrace challenges, and proactively seek opportunities. You should possess the drive and determination to succeed, even in a remote work environment. ✓ Goal-Oriented: You should have a proven track record of setting and achieving goals. We are looking for someone who thrives on pushing themselves to new heights and continuously strives for excellence. ✓ Positive Mindset: A positive attitude is contagious, and we believe it creates a productive and enjoyable work environment. We seek individuals who can maintain a constructive outlook, even during challenging times. ✓ Desire to Grow: We are committed to your personal and professional development. If you have a hunger for knowledge, a desire to learn and grow in the financial industry, we are excited to support you on that journey. ✓ Undergraduate Degree: An undergraduate degree in finance, economics, or a related field is required to ensure you have a solid foundation for success in this role. ✓ Series License: While not mandatory, a series license (such as Series 7, 63, or 65) is preferred. It demonstrates your commitment to your craft and will provide a head start in servicing our clients. Joining our team means becoming part of a supportive and collaborative environment that fosters growth, innovation, and professional excellence. We offer ongoing training, mentorship, and the opportunity to work with a diverse range of clients. If you are ready to embark on an exciting journey where your hard work and dedication will be rewarded, please submit your resume and a cover letter detailing why you would be a great fit for this role. We look forward to reviewing your application and discussing how you can contribute to our team's success. Apply now and take the first step towards a rewarding career as a Registered Investment Advisor! Note: Due to the high volume of applications, only shortlisted candidates will be contacted. Company DescriptionIntegrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on building trusted relationships with our clients and delivering exceptional service with integrity and professionalism.Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on building trusted relationships with our clients and delivering exceptional service with integrity and professionalism.

Job DescriptionSalary: $37k-$110k OTE Life Insurance Advisor Full-time | This is a Remote Opportunity Amplify helps people build wealth through life insurance. We are the first direct-to-consumer platform that offers life insurance investment products where customers can invest tax-efficiently through their life insurance and access it for anything they wish. We are trailblazing the life insurance industry, helping families protect their financial futures. At Amplify, our mission is to add value into our customers lives while they are still alive and well. That goal starts with building a strong and collaborative Amplify team. We strive to cultivate an environment that takes care of people, so those people can take better care of our customers. We want our team members to be here for the long haul and thats why our job is to ensure a culture of transparency, inclusiveness, support, ownership, growth and learning opportunities. We are working to make universal life insurance simple, efficient, and accessible for everyone. Backed by top venture capital firms including Crosslink, Anthemis Group, Greycroft, Transverse Asset Management and Conversion Capital, we are growing fast and looking for driven individuals to help our customers protect their loved ones and grow wealth. About the Role As a Life Insurance Advisor at Amplify, you will assist our clients with developing an insurance plan that fits their personal goals and family needs. You will be responsible for following up with customers that have completed our online needs assessment or started an application on our website with outbound calls. Your goal will be to provide an outstanding customer experience by educating and guiding customers through their life insurance purchase: explaining clearly how our policies work, when they make sense, diligently answering customer questions, and helping gather information required to submit their applications. You will leverage our platform to generate comprehensive plans for clients that help protect their family and grow wealth through universal life insurance policies (Indexed Universal Life "IUL" & Variable Universal Life "VUL") and term life. You will be at the cutting-edge of combining technology, finance, and the human-touch to modernize and streamline the most opaque segment of the life insurance industry. We are seeking experienced and self-motivated sales professionals who desire the lead pipeline, training, and structure to set them up for success while building their career as a trusted advisor. To succeed, you should have a strong desire to meet and beat goals and bring a positive attitude to everything you do. We offer full time positions, remote-work, competitive base compensation, and uncapped commission opportunity - come help us build the future of life insurance for wealth! Responsibilities • Engage qualified, inbound leads provided by Amplify via outbound calling, • Answer customer questions via phone, sms, and email, • Understand and confirm customer needs through discovery, • Leverage our platform to generate recommended plans for customers and explain the benefits of those plans within the context of customer needs, • Educate clients on basics of life insurance, Amplifys process, universal life insurance, how it works, and when it is suitable, • Assist clients with finding and customizing life insurance plans and illustrating scenarios, • Gather client information required to submit life insurance applications, • Partner with case managers and delivery team members to drive customer conversion, • Join and actively participate in team meetings and coaching sessions to improve sales technique and Amplify workflows Experience • Bachelor's degree, • 1+ years of sales experience viatelesalesand outbound calling, • 1+ years of experience as a life insurance agent with demonstrated success, • Must have a current and active Life Insurance License in at least 1 state, • Experience with Universal Life Insurance, specifically Indexed Universal Life (IUL), • Strong communication skills and ability to articulate complex topics succinctly, • Experience leveraging CRM, Powerdialer, and other sales tools effectively, • Proactive, self-motivated with a drive to meet and beat objectives, • Basic knowledge of finance Preferred Experience • Familiarity with financial planning concepts and available tax-advantaged vehicles, • Interest in working weekend shifts occasionally, • Bilingual in English and Spanish About Us Founded in 2019 by life insurance industry veterans, Amplify has been changing the way we approach life insurance to build wealth ever since. Previously, life insurance policies were used by the wealthiest 1%. Now, with our innovative software and expert life insurance agents, Amplify is providing access to everyone. Amplify offers an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. Amplify is the first digital platform tackling the $70B permanent life insurance industry with a vision to launch a life insurance product that bridges health and financial wealth. Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status. remote work

Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities. That's why every day we partner with f

Job Description JOB DESCRIPTION JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients. DUTIES AND RESPONSIBILITIES: • Oversees client planning, implementation, and service details., • Conducts investment reviews., • Responds to service issues., • Maintains client and practice management data., • Independently serves and grows existing investment clients. SUPERVISORY RESPONSIBILITIES: • This job has no supervisory responsibilities. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience., • Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP), • Computer skills required: Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software., • Familiarity with E-Money or similar preferred, • Some tax background a plus COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description We are seeking a new Client Advisor to join our rapidly growing business, where you'll receive exceptional mentorship and abundant opportunities for personal and professional growth. Are you a former athlete, a competitor at heart, or someone with a strong drive to win? We value the discipline, resilience, and determination that competitive individuals bring to the table. Since 1996, our team has built a reputation for growth and leadership, earning recognition such as Agency of the Year (5x), the Howard Lewis Vision Award, and induction into the Hall of Distinguished Leaders. As our Texas based organization continues to grow, so do the opportunities for you to make a big impact. Why Athletes Excel: * Drive & Discipline: Success here requires focus, persistence, and a strong work ethic. * Teamwork: Our agency thrives on collaboration, with individuals working together while striving toward personal and shared goals. * Resilience & Adaptability: We value people who see challenges as opportunities and keep pushing forward. * Goal-Oriented Mindset: Whether it’s achieving milestones or growing into leadership, we’re looking for those who pursue goals with energy and commitment. Click Here to Learn More about Our Company, from Barry Bandera: Meet Our Leadership Team: Kaci Noland: * Time with Bandera: 1.5 years. * Prior Experience: Office manager at a farm, ranch, and gun auction. * Passionate About: Devoted to her kids and family life. Trent Norris: * Time with Bandera: 2.5 years. * Prior Experience: Former business owner. * Passionate About: Active in church, enjoys family vacations, spending time in nature, and working out. A dedicated fan of the UT Longhorns. Darren Allman: * Time with Bandera: 1.5 years. * Prior Experience: Former Athletic Director and Head Football Coach. * Passionate About: Loves cooking and traveling with family, as well as hunting, fishing, and golfing with friends. Chris Johnson: * Time with Bandera: 2 years at Bandera Financial. * Prior Experience: Prior spent 29 years in the auto industry. * Passionate About: Married for 28 years with three children (all college graduates) and two granddaughters. Enjoys volunteering at church, being part of a men’s Christian small group, golfing, and playing pickleball. Sports fan of the Texas Rangers, Dallas Cowboys, Dallas Stars, Dallas Mavericks, and Texas Longhorns. Levi Duca: * Time with Bandera: 5 years. * Prior Experience: Law enforcement. * Passionate About: Loves camping, boating, coaching his children in sports, coaching football, and staying active through weight training and running. Patrick Samuels: * Time with Bandera: 10 years. * Prior Experience: College student at Texas State University prior to joining Bandera Financial, where he found his career path. * Passionate About: Dedicated to faith, family, and fitness. Enjoys spending time with loved ones, working out, and competing on the basketball court. Jason Scott: * Time with Bandera: 18 years. * Prior Experience: Graduate of North Carolina Agricultural & Technical State University. * Passionate About: Strong faith, committed to health and fitness, and embraces a growth mindset. Enjoys learning and helping others reach their goals. About the Role: Client Advisors provide guidance on supplemental health and life insurance products (cancer, heart, ICU, accident, and life with Return of Premium). You’ll build relationships with individuals, community leaders and business owners, engage clients through one-on-one and group sessions, and use our advanced CRM to streamline communication and referrals. We support your success with industry-leading training, a unique advance pay structure, and clear opportunities for career growth. Value Proposition: * Earning Potential: Unlimited income through advanced compensation and lifetime renewals. * Recognition & Growth: Achievement is celebrated, with leadership opportunities through our Leadership Academy. * Stability & Impact: Join a company that supports community causes like Harvest for Hunger, Wigs for Kids, and Habitat for Humanity while helping families protect themselves from life’s uncertainties. * Offering exceptional training, technology and ongoing support/mentorship. Qualifications: * Full-time availability with reliable transportation (required) * Excellent communication skills * Grit, coachability, and self-motivation * Evidence of past success in sales, business development, entrepreneurship, or athletics (preferred) * Ability to simplify complex decisions for clients * Team-oriented with long-term vision and accountability Required Licensing: General Lines – Life & Health License required (or ability to quickly obtain if hired). Work Environment - Hybrid: Offering flexibility to work remotely and on-site, with training and support through our offices across Texas. Company DescriptionSince 1996, Bandera Financial Group has guided individuals into thriving careers in supplemental and life insurance. With a promote-from-within culture, lifetime income opportunities, and a supportive team environment, we empower our agents to grow as leaders, achieve financial success, and make a lasting difference in their communities.Since 1996, Bandera Financial Group has guided individuals into thriving careers in supplemental and life insurance. With a promote-from-within culture, lifetime income opportunities, and a supportive team environment, we empower our agents to grow as leaders, achieve financial success, and make a lasting difference in their communities.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Exceptional writing, interpersonal and client service skills. Enter profile information or pre-fill account documentation on client a

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 Senior Wealth Advisor focuses on deepening relationships with an established base of high-net-worth 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 work station. 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 Are you a licensed life insurance agent ready to take the next step in your career? At Texas National Financial Group (TNFG), we partner with professionals who have built a strong insurance foundation and are ready to grow, not only in income, but also in expertise and scope. Backed by our relationship with National Life Group, we provide the mentorship, resources, and platform to help you evolve into a full-service financial advisor. Whether your focus is advanced markets, retirement planning, or preparing for securities registration, TNFG offers the tools and support you need to expand your practice with confidence. This role is ideal for driven professionals who want to deliver more value to clients while building a business with lasting impact. Occasional in-office presence is required. Candidates must be based in Houston, 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 We are a growing, people-first agency built on education, trust, and legacy. 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.

Job Description 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 Houston, TX. Compensation: $50,000 – $90,000+ Performance-based Responsibilities: What You’ll Do: • Learn how to identify and connect with individuals and families in your network, • Have goal-based conversations to understand client needs, • Help clients apply for customized life insurance coverage, • Receive step-by-step training in prospecting, client engagement, and closing, • Begin your journey toward becoming a registered advisor with our sponsorship, • You’re not required to have insurance or finance experience, • You’re motivated, driven, and eager to grow, • You’re passionate about helping others, • You want flexibility, independence, and a career with purpose, • You’re excited to earn while you learn 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.

Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with financial center leaders, performance managers, and market leaders to provide specialized guidan

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team. Registered Client Service Associates provide exceptional service to our clients and sup

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N. JPMS, CIA and JPMorgan Chase Bank, N. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to

Provide exceptional service with compassion, clarity, and efficiency, helping students overcome any financial hurdles. Explain federal aid, FAFSA, scholarships, and more to help students make informed financial decisions. Are you passionate about helping students navigate their financial future and

The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability m

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities. Corebridge Financial from conducting C

Serves as financial advisor to business units with business/cost results of financial decisions. The Business Controller is responsible for providing financial reporting, budgeting/forecasting and analysis for a group of business units within the US Environment Division. The Business Controller part

Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities. That's why every day we partner with f