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Job Description Fast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. Series 65 or 66 license is a must. Fantastic Marketing campaigns produce unlimited appointments. Our job is to meet, discover and close clients to assist them from their current disasters to our proven financial and retirement success strategies. Proven closing results is also a must. We can teach you the rest. We cannot teach the born ready to succeed needed to be a top producer. Company DescriptionLooking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our clients. HQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington.Looking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our clients.\r\n\r\nHQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington.

Job Description JOB SUMMARY: The Corporate Controller is the senior leader responsible for all global accounting and financial reporting activities for a private, multi-entity organization with operations across multiple business segments and international jurisdictions. This role oversees consolidated financial results, ensures a strong internal control environment, leads the global close and audit processes, and serves as a proactive, collaborative business partner to the CFO and senior leadership team. The ideal candidate has deep technical expertise, extensive experience with complex consolidations, and a demonstrated ability to work effectively in environments with diverse operational models and legal entity structures. This individual will drive continuous improvement in financial systems, processes, and reporting to support strategic decision-making and organizational growth. Essential Duties and Responsibilities: A successful Corporate Controller satisfactorily performs these general categories of duties. Responsibilities include, but are not limited to: Financial Reporting & Consolidation • Lead preparation and review of monthly, quarterly, and annual U.S. GAAP consolidated financial statements for all domestic and international entities., • Ensure accuracy and integrity of multi-entity, multi-currency consolidations and management reporting., • Establish and maintain accounting policies, procedures, and governance to ensure consistent application across the enterprise., • Oversee all global accounting operations, including general ledger, accounts payable, accounts receivable, payroll accounting, inventory/cost accounting, and fixed assets., • Lead a disciplined month-end and year-end close process, ensuring timely, accurate, and complete financial results., • Maintain strong balance sheet integrity through rigorous review of journal entries, reconciliations, estimates, and reserves., • Lead the annual external audit, managing all preparation, coordination, and communication with external auditors to achieve an unqualified opinion., • Strengthen, document, and monitor the internal control environment over financial reporting across all entities., • Evaluate technical accounting issues, prepare related analyses, and implement new accounting standards as needed., • Serve as the business owner for financial systems, reporting architecture, and master data governance., • Drive continuous improvement of ERP and consolidation systems, optimizing efficiency, automation, and reporting accuracy., • Experience with Oracle Fusion (ERP) and enterprise performance management tools such as Hyperion HFM/EPM strongly preferred., • Partner closely with the Tax function on global tax provision, compliance, and structural planning., • Collaborate with Treasury on cash management, liquidity forecasting, and capital structure initiatives., • Support intercompany processes, legal entity management, and other financial governance activities., • Act as a strategic advisor to the CFO, providing analysis, recommendations, and insight into business performance, risks, and opportunities., • Provide financial leadership and support for strategic initiatives, operational improvements, and enterprise-wide projects., • Communicate complex financial concepts clearly to non-finance leaders, enabling informed decision-making., • Lead, mentor, and develop a high-performing accounting and reporting team., • Set clear expectations and drive accountability, operational excellence, and continuous improvement., • Strengthen organizational capabilities through coaching, professional development, and structured performance management., • Foster a culture of teamwork, transparency, and collaboration within the finance function. 1 This list is a summary and not inclusive of all essential duties. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education & Credentials • Master’s degree required (MBA or MAcc)., • Certified Public Accountant (CPA) required., • 10+ years of progressive accounting/finance experience, including substantial experience in global or multi-entity environments., • At least 5 years in a Controller or Assistant Controller leadership role, overseeing accounting operations, consolidated reporting, and internal controls., • Experience with complex legal entity structures, diverse operational models, and multi-currency consolidations., • Advanced knowledge of U.S. GAAP and financial reporting best practices., • Expertise with ERP systems; Oracle Fusion preferred., • Experience with enterprise performance management and consolidation tools such as Hyperion HFM/EPM strongly preferred., • Advanced Excel skills and strong command of reporting and analytics tools. Leadership & Behavioral Competencies • Strong executive presence with the ability to influence and partner across all organizational levels., • High integrity, sound judgment, and the ability to manage confidential information with discretion., • Excellent written and verbal communication skills, with the ability to translate complex information into clear, actionable insights., • Demonstrated ability to thrive in a dynamic, evolving environment with multiple competing priorities., • Strong analytical and problem-solving skills with a focus on continuous improvement and operational rigor.

Job Description We are seeking a highly motivated and customer-focused Account Manager to join our growing team. In this role, you will be the primary point of contact for a portfolio of our Sage Intacct clients, ensuring their continued success and satisfaction. Your main objective will be to proactively manage client relationships, monitor their status, and act as their internal advocate to secure the resources they need to maximize their investment in Sage Intacct. This position requires a blend of excellent communication skills, a foundational understanding of financial processes, and a passion for helping others succeed. Key Responsibilities * Relationship Management: Build and maintain strong, long-term relationships with a portfolio of Sage Intacct clients. Serve as the trusted advisor and central point of contact for all client needs and inquiries. * Strategic Account Planning: Develop and execute strategic account plans to grow accounts. Understand your clients' long-term business goals and position our solutions to help them achieve those goals. * Proactive Engagement: Regularly check on customer status, health, and satisfaction. Conduct proactive check-ins, business reviews, and health assessments to identify potential issues and opportunities for improvement. * Needs Assessment & Advocacy: Regularly connect with clients to understand their evolving needs and challenges. Advocate internally for the resources required to support their success and fulfill their requests. * Resource Coordination: Identify and coordinate the allocation of internal resources (e.g., consultants, technical support, project managers) to address client requests for additional services, customizations, training, or technical assistance. * Adoption & Optimization: Monitor client adoption and utilization of Sage Intacct. Provide guidance and recommend best practices to ensure they are fully leveraging the platform's features to meet their evolving business needs. * Renewal & Expansion: Work closely with the sales team to identify opportunities for account expansion and ensure successful renewal of client contracts. * Problem Resolution: Triage and escalate customer issues to the appropriate internal teams, ensuring a timely and effective resolution. * Reporting & Documentation: Maintain accurate and up-to-date client records within our CRM system (e.g., Salesforce, HubSpot). Report on key customer success metrics and activities. Qualifications * Experience: 2+ years of experience in a customer success, account management, or client-facing role, preferably in a SaaS or technology environment. * Sage Intacct Knowledge: A solid understanding of the ERP systems and core financial accounting principles (e.g., AP, AR, GL, reporting) is a strong plus. * Communication Skills: Exceptional verbal and written communication skills with the ability to articulate complex concepts clearly and concisely. * Problem-Solving: Proven ability to listen to client needs, anticipate challenges, and proactively work towards solutions. * Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple clients and priorities simultaneously. * Collaboration: A team player who can effectively collaborate with cross-functional teams to achieve shared goals. * Education: Bachelor's degree in Business, Finance, Accounting, or a related field, or equivalent practical experience. * Travel: Ability to travel to client sites for on-site meetings, business reviews, and training sessions as needed. Company DescriptionBTerrell is a dynamic and growing ERP accounting software reseller, specializing in Sage Intacct and focused on delivering high-impact solutions to organizations in the construction and financial sectors. We’re looking for a creative, confident, and hands-on Marketing Specialist to elevate our brand, drive engagement, and help shape our go-to-market presence.BTerrell is a dynamic and growing ERP accounting software reseller, specializing in Sage Intacct and focused on delivering high-impact solutions to organizations in the construction and financial sectors. We’re looking for a creative, confident, and hands-on Marketing Specialist to elevate our brand, drive engagement, and help shape our go-to-market presence.

Job Description Express Lube Technicians Become a key part of our dynamic and supportive team! Kia of Plano is currently looking to add skilled Express Lube Technicians to provide outstanding automotive service repairs and maintenance for our customers. These individuals must be eager to learn and will complete numerous duties during their working shift. NEW GRADUATES ARE ENCOURAGED TO APPLY! Employee Benefits & Compensation Package: • Paid time off (PTO) and Holiday pay, • Company paid life insurance, • Health and wellness plans, • Medical, dental, vision, and supplemental insurance, • Flexible Spending accounts, • Financial retirement plans WITH COMPANY MATCHING, • 401K and ROTH, • Finalize all lubrication services, filter changes, tire rotations and tire repairs., • Complete detailed inspection of the customer's car. (i.e., check additional fluid levels, battery, lights, tire pressure). The Technician will inform the Service Advisor of all necessary repairs and preventive maintenance., • Ensure that the customer's vehicle is maintained. The Technician will notify the Service Advisor of any changes to the appearance or condition of the vehicle., • Maintain an organized shop area by guaranteeing all equipment is in proper working order, especially lifts., • Comply with company safety policies and procedures., • Onboarding process completed within days of applying!, • Technician knowledge/experience preferred. Pay is based on experience., • Knowledge of vehicle mechanical operations is essential. Full-time We are an Equal Opportunity Employer. Applicants must be 18 years or older and be authorized to work in the United States. Applicants must have a valid driver's license and must complete the pre-employment screening. #75023 #75025 #75013 #75074 #75093 #75024 #75075 #75002 #75048 #75048 #75094 #Plano #Allen #Parker #Murphy #Sachse #75043 #75042 #75041 #75040 #75094 #75094 #75093 #75086 #75075 #75074 #75034 #75098 #75048 #75026 #75025 #75024 #75023 #75080 #75075 #75252 #75240 #75081 #75082 #75074 #Richardson #Plano #Dallas #Sachse #Murphy #Garland

Job Description Master Technician Kia of Plano (Central Kia of Plano) is seeking the most qualified, knowledgeable, and experienced, top-level Master Technician for our NEW STATE-OF-THE-ART FACILITY! As a leading dealer group, we continue to provide the highest quality buying experience, and we need you to accompany us and join our growing successful family! If you can compete in a fast-paced environment and the ability to achieve high standards, then apply today! The Master Technician must be proficient in diagnosing and inspecting repairs for various make and model vehicles, including Kia specialized components. Employee Benefits & Compensation Package: • Paid time off (PTO) and Holiday pay, • Company paid life insurance, • Health and wellness plans, • Medical, dental, vision, and supplemental insurance, • Flexible Spending accounts, • Financial retirement plans WITH COMPANY MATCHING, • 401K and ROTH, • Examine, identify, and plan the work arrangements of the vehicle with the Master Technician for communication to the customers. The Master Technician must provide labor time and parts estimates to the Service Advisor., • Repair and replace systems including engine, steering, suspension, brakes, air conditioning, and warranty work to required specifications promptly., • Conduct road tests on vehicles to confirm resolutions to issues. Guarantee procedures will comply with customer, manufacturer, and company standards., • Perform routine maintenance tasks aimed at preserving vehicle longevity and functionality., • Automotive Technician's knowledge/experience and tools are REQUIRED. Pay is based on experience., • Must be a GM Certified Technician, • Ability to comprehend and interpret documents such as safety regulations, operating, maintenance, and procedure manuals., • Flexible schedule Full-time We are an Equal Opportunity Employer. Applicants must be 18 years or older and be authorized to work in the United States. Applicants must have valid identification and must complete the pre-employment screening. #75023 #75025 #75013 #75074 #75093 #75024 #75075 #75002 #75048 #75048 #75094 #Plano #Allen #Parker #Murphy #Sachse

Job Description Express Lube Technicians Become a key part of our dynamic and supportive team! Nissan of Richardson is currently looking to add skilled Express Lube Technicians to provide outstanding automotive service repairs and maintenance for our customers. These individuals must be eager to learn and will complete numerous duties during their working shift. NEW GRADUATES ARE ENCOURAGED TO APPLY! Employee Benefits & Compensation Package: • Paid time off (PTO) and Holiday pay, • Company paid life insurance, • Health and wellness plans, • Medical, dental, vision, and supplemental insurance, • Flexible Spending accounts, • Financial retirement plans WITH COMPANY MATCHING, • 401K and ROTH, • Finalize all lubrication services, filter changes, tire rotations and tire repairs., • Complete detailed inspection of the customer's car. (i.e., check additional fluid levels, battery, lights, tire pressure). The Technician will inform the Service Advisor of all necessary repairs and preventive maintenance., • Ensure that the customer's vehicle is maintained. The Technician will notify the Service Advisor of any changes to the appearance or condition of the vehicle., • Maintain an organized shop area by guaranteeing all equipment is in proper working order, especially lifts., • Comply with company safety policies and procedures., • Onboarding process completed within days of applying!, • Technician knowledge/experience preferred. Pay is based on experience., • Knowledge of vehicle mechanical operations is essential. Full-time We are an Equal Opportunity Employer. Applicants must be 18 years or older and be authorized to work in the United States. Applicants must have a valid driver's license and must complete the pre-employment screening. #75043 #75042 #75041 #75040 #70594 #75093 #75086 #75075 #75074 #75034 #75098 #75026 #75025 #75024 #75023 #75044 #75082 #75081 #75080 #75252 #75240 #75048 #75094 #Richardson #Sachse #Plano #Murphy #Garland #Wylie

Job Description The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office., • Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation., • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available., • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards., • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance, • Maintain CRM database; define and ensure adherence to appropriate client service models., • Manage multiple and competing priorities daily in pursuit of business objectives., • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages., • Other duties as assigned., • Basic computer skills (Outlook, Word, Excel. Adobe), • Strong administrative and time management skills with superior attention to detail., • Able to work independently and effectively manage multiple tasks at once., • Excellent communication skills, both verbally and in writing., • CRM knowledge a plus. Education and/or Experience • The ideal candidate will have 2+ years of experience in administrative support in a professional environment., • High School Diploma or Associate's degree required, • Previous experience in financial services a plus

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Discover the Smith Region of Modern Woodmen's impact in Your community, follow this link: Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • 7300 TX-121 Ste 300, McKinney, TX 75070Check out the varying backgrounds of some of our local leaders: Tim Smith, Regional Director: • Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes., • Personal Milestone: Husband and father who loves spending time with his family., • Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.Roque Moreira:, • Role: Manager based in Dallas., • Background: Previously in management with a competitor before joining MWA in November last year., • Personal: Family-oriented LDS member with three boys, actively involved in church and community., • Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.Jackson Hauser:, • Role: Managing Partner (MP) based in Dallas., • Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role., • Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup., • Office: Leads a team of three in Dallas.Tim Eaton:, • Role: Managing Partner (MP) in Denton., • Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans., • Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.Meghann Moon:, • Role: FIC Investment Advisor Representative, Sr. Advisor., • Background: Previously in Hospitality Sales & Management for about 17 years. The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community. Why Choose Modern Woodmen of America: • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve., • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader., • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one., • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same., • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.Perks/Benefits:, • Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher., • Resources aligned to support you to recruit, train and develop the team of talented professionals., • Exclusive training/development with the financial services professional supporting you., • An environment and culture of mutual support and growth., • Attainment of prestigious credentials and recognition., • Consistent opportunities for growing your income and character., • Strong benefits and retirement package., • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral program, • We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.Qualifications:, • Ability and Desire to recruit, train and develop new financial representatives., • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges, • Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus., • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.Required Active Financial Licenses:, • SIE Certification or willingness to quickly obtain, • Series 26 (or 24) License or willingness to quickly obtain, • Life/Health License or willingness to quickly obtain Deadline: Apply soon as this position will go fast. Flexible work from home options available.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development About Modern Woodmen of America: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • 7300 TX-121 Ste 300, McKinney, TX 75070The Backbone of Our Success, Our Local Leaders: Tim Smith is a Regional Director who has been with Modern Woodmen for 12 years and took on his current role in 2018. A former Austin College football player, he now lives in Denton, TX with his wife. Tim was raised in an Air Force family and brings that foundation of support and accountability into his leadership. He is passionate about developing systems that empower motivated business owners. A devoted husband and father, he enjoys spending time with his family and supporting student athletes. Roque Moreira is a Manager based in Dallas who joined Modern Woodmen in November after previously working in management with a competitor. A family-oriented member of the LDS church, Roque has three boys and is actively involved in his church and community. He is a strong advocate for the Hispanic market and currently serves as President of the Greater North Texas Chamber of Commerce. Jackson Hauser is a Managing Partner based in Dallas who began his career with Modern Woodmen in 2016 after graduating from TCU. He has always aspired to work in a client-facing role and now leads a team of three. Jackson is married and passionate about sports, especially TCU and Dallas teams. He enjoys golfing, playing pickleball, and spending time with his golden retriever. Tim Eaton is a Managing Partner in Denton who transitioned to Modern Woodmen from a 17-year career in Bank of Americas mortgage division. A former Marine, Tim is deeply committed to supporting veterans. He recently married his wife Tiffany and has three sons. Known for his accountability and people-first leadership style, Tim is passionate about making a difference in the lives of those he leads and serves. Meghann Moon is a Senior Advisor and Investment Advisor Representative who came to Modern Woodmen after a 17-year career in hospitality sales and management. Outside of work, Meghann enjoys cooking, reading, traveling, and spending time with her husband and their two pets. She brings warmth, dedication, and a client-centered approach to her role in financial services. Why Choose Modern Woodmen of America: • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve., • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader., • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one., • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same., • Provide tailored financial solutions to meet the needs of our members, • Build and maintain strong relationships within the community, • Engage in community service and outreach programs, • Support the growth and development of the local office under the guidance of our local teamPerks/Benefits:, • Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher., • Resources aligned to support you to recruit, train and develop the team of talented professionals, • Exclusive training/development with the financial services professional supporting you, • An environment and culture of mutual support and growth, • Attainment of prestigious credentials and recognition, • Consistent opportunities for growing your income and character, • Strong benefits and retirement package, • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral programWe have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth. Next Steps: If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us clear away financial burdens for families and contribute to the growth and success of the Region. Flexible work from home options available.

Job DescriptionAbout this role As a Market Development Manager, you will serve as an advisor to customers to position Adecco as a trusted workforce specialist and drive brand awareness within industry sectors. You will be responsible for identifying and closing new sales opportunities through your knowledge of the market geography, economic environment, top companies, and competitors, in the temporary staffing space What you'll be doing • Serve as a Brand Ambassador and participate in thought leadership activities that build Adecco's reputation as the most admired workforce solutions partner., • Partner with various internal stakeholders to provide full-service solutions to our clients., • Identify and close new sales opportunities through your knowledge of the market geography, economic environment, top companies, competitors, in the temporary staffing space., • Establish a plan to grow and retain existing accounts and newly acquired clients., • Maintain a pipeline of your Top 100 opportunities and perform daily sales activities (cold calls, visits, execution of proposals, pricing and contract negotiations), • Build trust and credibility amongst clients/prospects, candidates, and colleagues by communicating our value proposition., • Responsible for creating an excellent customer experience as measured by the NPS scores., • Establish business objectives and financial goals for your market (branch revenue and expense forecasts)., • Develop short- and long-range growth plans., • Set and monitor pay and bill rates based on skill categories. Ensure proper credit references are obtained and client credit limits are established according to guidelines. Perform collection of all outstanding accounts receivable., • Tour client facilities regularly to gain understanding of business and personnel requirements of the client., • Collaborate with centralized teams including central recruitment, sales and operations.Job Requirements, • Bachelor's Degree in a business-related discipline, • Minimum two years outside sales experience with success in exceeding goals and KPIs., • Ability to provide strategic, out of the box solutions to our clients, acting as a true consultant, • Able to set own priorities, schedule day's events, make cold calls, prepare and give formal presentations., • Must have working knowledge of labor and employment laws., • Able to manage multiple tasks and meet deadlines and able to handle multiple problems simultaneously., • Must be a collaborative team player, able to establish and maintain effective working relationships., • Planning and organizing., • Development of business opportunities., • Proficient with Microsoft Office products, including Word, Excel, PowerPoint and Outlook. You'll have the opportunity to grow across a variety of interesting jobs and careers over our extensive portfolio of global brands. We empower our colleagues to work in the smartest, most efficient ways to achieve total balance between the demands of their jobs and their lives. That's why we give you the autonomy and support you need to work in the way that makes you most productive, agile, confident, and insightful. Putting people first, pioneering with a collective spirit and always advancing with a growth mindset -that's what we stand for at the Adecco Group. Here, we are all individuals with a unique perspective on the world we live in. That's what makes us stronger. Whoever you are and whatever your background, you can be yourself. So, we aim to build on the attributes that make you, you. We offer a range of world-class resources for upskilling and development, satisfying your curiosity while the sharing skills, knowledge, and expertise to grow together. Make an impact where it matters most. A journey to bring out the best in you We believe that having an understanding of the hiring process helps you to prepare, feel, and be, at your best. As a global, multi brand organization with multiple different roles, our application process can vary. On our career site , you will find some of the key steps you can expect to guide you along the way. As one of the world's largest employers we believe in talent, not labels, and focus on the diverse and unique skills our people bring. We have zero tolerance for any unlawful discrimination or harassment, against any employee, associate, or candidate, at any stage of that person's journey with us. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued. Our commitment to equity, equal opportunity, inclusion, and diversity is part of our broader commitment to respecting fundamental human rights across our value chain. The Adecco Group is proud to be an Equal Opportunity Employer. The anticipated annual base salary range for this position is $61,196 - $112,192. Compensation varies based on a variety of factors including, but not limited to, experience, education, key skills, and geographic location. In addition to base salary, the position is also eligible for incentive compensation based on achievements outlined in the compensation plan. Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Available paid leave includes Personal Time Off (PTO) on an accrual basis up to 152 hours a year, 10 Paid Holidays, 1 Community Service Day, and up to 6 weeks of Paid Parental Leave. PTO and holiday hours are prorated based on hire date within the calendar year. Equal Opportunity Employer/Veterans/Disabled The Company will consider for employment qualified applicants with arrest and conviction records Posting date: 01-06-2026

Job DescriptionAbout this role As a Market Development Manager, you will serve as an advisor to customers to position Adecco as a trusted workforce specialist and drive brand awareness within industry sectors. You will be responsible for identifying and closing new sales opportunities through your knowledge of the market geography, economic environment, top companies, and competitors, in the temporary staffing space What you'll be doing • Serve as a Brand Ambassador and participate in thought leadership activities that build Adecco's reputation as the most admired workforce solutions partner., • Partner with various internal stakeholders to provide full-service solutions to our clients., • Identify and close new sales opportunities through your knowledge of the market geography, economic environment, top companies, competitors, in the temporary staffing space., • Establish a plan to grow and retain existing accounts and newly acquired clients., • Maintain a pipeline of your Top 100 opportunities and perform daily sales activities (cold calls, visits, execution of proposals, pricing and contract negotiations), • Build trust and credibility amongst clients/prospects, candidates, and colleagues by communicating our value proposition., • Responsible for creating an excellent customer experience as measured by the NPS scores., • Establish business objectives and financial goals for your market (branch revenue and expense forecasts)., • Develop short- and long-range growth plans., • Set and monitor pay and bill rates based on skill categories. Ensure proper credit references are obtained and client credit limits are established according to guidelines. Perform collection of all outstanding accounts receivable., • Tour client facilities regularly to gain understanding of business and personnel requirements of the client., • Collaborate with centralized teams including central recruitment, sales and operations.Job Requirements, • Bachelor's Degree in a business-related discipline, • Minimum two years outside sales experience with success in exceeding goals and KPIs., • Ability to provide strategic, out of the box solutions to our clients, acting as a true consultant, • Able to set own priorities, schedule day's events, make cold calls, prepare and give formal presentations., • Must have working knowledge of labor and employment laws., • Able to manage multiple tasks and meet deadlines and able to handle multiple problems simultaneously., • Must be a collaborative team player, able to establish and maintain effective working relationships., • Planning and organizing., • Development of business opportunities., • Proficient with Microsoft Office products, including Word, Excel, PowerPoint and Outlook. You'll have the opportunity to grow across a variety of interesting jobs and careers over our extensive portfolio of global brands. We empower our colleagues to work in the smartest, most efficient ways to achieve total balance between the demands of their jobs and their lives. That's why we give you the autonomy and support you need to work in the way that makes you most productive, agile, confident, and insightful. Putting people first, pioneering with a collective spirit and always advancing with a growth mindset -that's what we stand for at the Adecco Group. Here, we are all individuals with a unique perspective on the world we live in. That's what makes us stronger. Whoever you are and whatever your background, you can be yourself. So, we aim to build on the attributes that make you, you. We offer a range of world-class resources for upskilling and development, satisfying your curiosity while the sharing skills, knowledge, and expertise to grow together. Make an impact where it matters most. A journey to bring out the best in you We believe that having an understanding of the hiring process helps you to prepare, feel, and be, at your best. As a global, multi brand organization with multiple different roles, our application process can vary. On our career site , you will find some of the key steps you can expect to guide you along the way. As one of the world's largest employers we believe in talent, not labels, and focus on the diverse and unique skills our people bring. We have zero tolerance for any unlawful discrimination or harassment, against any employee, associate, or candidate, at any stage of that person's journey with us. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued. Our commitment to equity, equal opportunity, inclusion, and diversity is part of our broader commitment to respecting fundamental human rights across our value chain. The Adecco Group is proud to be an Equal Opportunity Employer. Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Available paid leave includes Personal Time Off (PTO) on an accrual basis up to 152 hours a year, 10 Paid Holidays, 1 Community Service Day, and up to 6 weeks of Paid Parental Leave. PTO and holiday hours are prorated based on hire date within the calendar year. Equal Opportunity Employer/Veterans/Disabled The Company will consider for employment qualified applicants with arrest and conviction records Posting date: 11-05-2025

Job DescriptionBenefits: • Competitive salary, • Dental insurance, • Health insurance, • Paid time off Overview: FNS Systems LLC is seeking an experienced and innovative Senior Manager of Network Architecture to lead a talented team of network architects in designing, deploying, and optimizing cutting-edge network infrastructures on behalf of our valued clients. In this key role, you will provide strategic direction for network architecture initiatives, focusing on scalability, security, and the adoption of the latest technologies. Collaborate closely with cross-functional teams and stakeholders to drive the growth and transformation of our clients' communication networks. Key Responsibilities: • Architectural Leadership: Develop and implement a robust network architecture strategy that aligns with the vision of FNS Systems, delivering high-performance, secure, and scalable network solutions on behalf of our clients., • Team Management: Motivate and mentor an innovative team of network architects, promoting a culture focused on technical excellence, collaboration, and creativity to support our clients' needs., • Technology Roadmap Development: Collaborate with senior leadership to create a progressive roadmap for network enhancements, including transitions to cutting-edge technologies such as 5G, SD-WAN, and cloud-native infrastructures for our clients., • Network Design and Optimization: Oversee the development of complex network topologies, including IP/MPLS, GPON, wireless backhaul, and next-generation protocols, ensuring resilience, low latency, and minimal packet loss to meet client expectations., • Vendor Management: Evaluate and engage technology vendors to identify optimal products and services, manage strategic partnerships, and negotiate contracts that benefit our clients., • Technical Oversight: Guide critical projects, ensuring adherence to best practices in network security, Quality of Service (QoS), and compliance with industry standards (e.g., IEEE, ITU) for our clients' benefit., • Project Management and Budgeting: Provide strategic oversight and financial management for network architecture projects, closely collaborating with project management teams to define timelines, allocate resources, and ensure successful project delivery on behalf of our clients., • Compliance and Documentation: Ensure adherence to regulatory requirements and maintain comprehensive network documentation, including design specifications, diagrams, and security protocols to safeguard our clients' interests., • Stakeholder Communication: Serve as a technical advisor to internal stakeholders, effectively communicating with executive leadership about the status of network initiatives, performance metrics, and strategic insights for our clients.Qualifications:, • Bachelors degree in Network Engineering, Telecommunications, Computer Science, or a related field; a Masters degree or relevant certifications (e.g., CCIE, JNCIE, CISSP) are highly preferred., • 5-10 years of experience in network architecture or engineering roles, with a minimum of 3 years in a management or leadership capacity., • Technical Expertise: Extensive knowledge of IP networking, including BGP, OSPF, VLANs, and MPLS, along with familiarity with network security protocols, VoIP, SD-WAN, cloud-native architectures, and network automation., • Analytical Skills: Exceptional ability to diagnose complex technical challenges, perform root cause analysis, and implement sustainable solutions to enhance client outcomes., • Project Management: Proven success in overseeing large-scale network projects from inception to implementation and maintenance, meeting deadlines and budget constraints for our clients., • Interpersonal Skills: Strong leadership and communication skills, capable of simplifying complex technical concepts for diverse stakeholders involved in client projects., • Adaptability: Proactive in adapting to rapidly changing technologies and business requirements, staying informed on emerging network trends and best practices that impact our clients.Preferred Skills:, • Cloud Infrastructure: Experience with cloud networking platforms (AWS, Azure, GCP) and strategies for implementing cloud-native networking solutions for our clients., • Network Automation and AI: Familiarity with network automation tools (e.g., Ansible, Python) and AI-driven network management solutions that enhance client service., • Cross-Functional Collaboration: Proven ability to work effectively across various departments, including IT, operations, and cybersecurity, to develop and sustain network solutions tailored for our clients.Join us in shaping the future of network architecture, where your expertise will drive innovation and enhance our technology landscape!

Job Description Service Advisors HIGH ACHIEVERS EARN HIGH REWARDS! Nissan of Richardson is seeking to recruit skilled and enthusiastic Service Advisors to join our rapidly expanding Service Center. The Service Advisor is the frontline of the Service Department who assists customers with understanding their vehicle's maintenance and repair options and provides an estimate of cost before they are scheduled with the Technician. Employee Benefits & Compensation Package: • Paid time off (PTO) and Holiday pay, • Company paid life insurance, • Health and wellness plans, • Medical, dental, vision, and supplemental insurance, • Flexible Spending accounts, • Financial retirement plans WITH COMPANY MATCHING, • 401K and ROTH, • Advise and explain costs of vehicle maintenance and repairs to service customers. The Service Advisor will address inquiries and concerns and find a resolution for customer satisfaction., • Manage and update customer vehicle records, create invoices, process payments, and validate warranty information. The Service Advisor must update the database and offer accurate billing options to the customer., • Promote additional services and products. The Service Advisor will have sales generation objectives and contribute to the Service Departments revenue goals., • Schedule service appointments and coordinate with technicians. The Service Advisor will prepare the Repair Orders, including descriptions of problems, required repairs, and cost estimates., • Verify customer's auto insurance and set up loaner vehicles when necessary. The Service Advisor will collaborate with the Rental Agent for alternative transportation during the service of the vehicle., • Flexible schedule, • Sales experience and comprehension of the automotive industry, • Basic computer operating knowledge, • Streamlined onboarding process, • Stand, walk, or sit for long periods of time without resting. (Up to 5 hours) Full-time We are an Equal Opportunity Employer. Applicants must be 18 years or older and be authorized to work in the United States. Applicants must have a valid driver's license and must complete the pre-employment screening. #75043 #75042 #75041 #75040 #70594 #75093 #75086 #75075 #75074 #75034 #75098 #75026 #75025 #75024 #75023 #75044 #75082 #75081 #75080 #75252 #75240 #75048 #75094 #Richardson #Sachse #Plano #Murphy #Garland #Wylie

Job Description Career TEAM is a leading workforce development organization on a mission to transform lives. We blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes in the lives of job seekers across the country. At Career TEAM, we're solving today's unemployment challenges with smart software, world-class trainers, dedicated case managers, dynamic job developers, and innovative partners. If you're passionate about making a difference and believe in the power of technology to transform lives, you'll feel right at home here. Career Team is looking to hire a Choices/SNAP Career Advisor who will perform professional work providing career counseling, intensive case management, and follow-up services for eligible participants in the Choices and SNAP programs. Work is performed under the supervision of the Choices/SNAP/NCP Program Manager. Your Impact on Career Team's Success: • Provide Choices/SNAP case management services to eligible participants, • Complete intake and eligibility determination for the given workforce program, • Assess jobseekers' employment and training needs and abilities through interviewing, testing, and other methods, • Enter data into Work In Texas and/or TIERS and any participant information system as required, and any other database as required by the One-Stop system, • Guide jobseekers through the preparation of individual employment plans (IEP) based on their specific occupational goals, • Counsel clients on available job opportunities, training programs, and other services, • Refer individuals to appropriate services, training programs, or job opportunities and follow-up on those activities, • Conduct orientation sessions, workshops, job clubs, and other group presentations for clients, • Follow all policies, procedures, and regulations related to eligibility documentation; ensure that case files have originals and/or copies of eligibility documentation, • Maintain accurate individual case files for each registered customer assuring that each file contains all required eligibility documents and meets compliance requirements, • Provide referral and tracking of eligible customers into contracted programs provided on-site at the One-Stop centers and/or located in the community in accordance with established contracts, • Meet and/or exceed program benchmarks, • Participate in all staff-related events as required, including but not limited to training, staff meetings, and individual supervision, • Complete all required reports, • Approach each day and task with a "ZAG" mindset, • Bachelor's degree in a related field and 1-2 years of work experience or a satisfactory equivalent of education and experience, • Strong communication skills and knowledge about community resources, • Possess strong analytical and problem-solving skills, with the ability to make well-thought-out decisions, • Able to work with and relate to participants and be culturally sensitive, • Must be computer literate and have MS Applications (Word, Excel, and Outlook) skills at minimum, and the ability to learn specialized databases and software systems, • Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive, • Ability to serve as a role model to customers and motivate them towards achieving goals, • Ability to meet and/or exceed set goals and objectives, • Excellent interpersonal, time management, customer service, organizational skills, and communication skills, both oral and written, required, • Bilingual or Multilingual, • Strong multitasking abilities and a proactive approach to tasks, • Training in trauma-informed care, evidence-based practice, and/or whole family services EMPLOYMENT TYPE: Full-Time, Non-Exempt Employee Salary: $45,000-$55,000/yr Job Site: On Site Travel: 15% travel within the region About Career TEAM: Founded in 1996, Career TEAM, LLC is a private workforce development organization. Career TEAM's outstanding record of accelerating the human condition has resulted in numerous honors: • Named by Inc. Magazine as one of America's 500 fastest growing privately held companies, • Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation, • Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position. California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees. Career Team collects and uses Personal Information for human resources, employment, benefits administration, health and safety, and business-related purposes and to be in legal compliance. Below are the categories of Personal Information we collect and the purposes for which we intend to use this information: Identifying information, such as your full name, gender, date of birth, and signature; Demographic data, such as race, ethnic origin, marital status, disability, and veteran or military status; Contact information, such as your home address, telephone numbers, email addresses, and emergency contact information; Dependent's or other individual's information, such as their full name, address, date of birth, and Social Security numbers (SSN); National identifiers, such as SSN, passport and visa information, and immigration status and documentation; Educational and professional background, such as your work history, academic and professional qualifications, educational records, references, and interview notes; Employment details, such as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information, such as banking details, tax information, payroll information, and withholdings; Health and Safety information, such as health conditions (if relevant to your employment), job restrictions, workplace illness and injury information, and health insurance policy information; Information Systems (IS) information, such as your search history, browsing history, login information, and IP addresses on the Company's information systems and networks; Biometric information, such as facial recognition, fingerprints, iris or retina scans, keystroke, or other physical patterns; and Geolocation data, such as time and physical location related to use of an internet website, application, device, or physical access to a Company office location. The Company collects Personal Information to use or disclose as appropriate to: (1) Comply with all applicable laws and regulations; (2) Recruit and evaluate job applicants and candidates for employment; (3) Conduct background checks; (4) Manage your employment relationship with us, including for: (a) onboarding processes; (b) timekeeping, payroll, and expense report administration; (c) employee benefits administration; (d) employee training and development requirements; (d) the creation, maintenance, and security of your online employee accounts; (e) reaching your emergency contacts when needed, such as when you are not reachable or are injured or ill; (f) workers' compensation claims management; (g) employee job performance, including goals and performance reviews, promotions, discipline, and termination; and (h) other human resources purposes; (5) Manage and monitor employee access to company facilities, equipment, and systems; (6) Conduct internal audits and workplace investigations; (7) Investigate and enforce compliance with and potential breaches of Company policies and procedures; (8) Engage in corporate transactions requiring review of employee records, such as for evaluating potential mergers and acquisitions of the Company; (9) Maintain commercial insurance policies and coverages, including for workers' compensation and other liability insurance; (10) Perform workforce analytics, data analytics, and benchmarking; (11) Administer and maintain the Company's operations, including for safety purposes; (12) For client marketing purposes; (13) Exercise or defend the legal rights of the Company and its employees, and affiliates, customers, contractors, and agents; and (14) to comply with requirements of government grants, including, but not limited to, program and audit requirements.

Job Description Position Summary A privately held small business office with diversified investment and operating interests is seeking an accomplished Chief Financial Officer to lead its financial, accounting, and operational infrastructure. This organization manages a complex portfolio that includes private investments, operating businesses, trust and estate structures, and philanthropic entities. The CFO will serve as both a senior strategic advisor to ownership and a hands-on leader of the office. This is a highly visible, relationship-driven role requiring discretion, technical depth, and the ability to navigate complex financial and stakeholder relationships across a closely held enterprise. This position is ideal for an executive with experience in small business ownership environments, wealth management, trust and estate administration, or sophisticated private investment structures. Core Purpose of the Role The CFO will provide financial leadership and operational oversight to ensure the small business’s financial, investment, and reporting needs are met with precision, transparency, and integrity. The role blends strategic planning, investment coordination, accounting oversight, tax management, and team leadership in a “player-coach” environment. The CFO will partner closely with ownership and leadership—some of whom also lead operating companies or investment vehicles—along with long-standing external advisors and fund managers. Key Areas of Responsibility Strategic Leadership & Advisory • Partner with ownership to establish and execute financial and operational priorities for the small business office., • Translate complex investment, tax, and estate planning strategies into clear, practical guidance for business stakeholders., • Develop and implement a business plan that aligns daily operations with long-term ownership objectives., • Act as the primary point of contact for investment managers, private equity partners, and external financial advisors., • Oversee relationships with public market advisors, fund managers, tax professionals, attorneys, and other service providers., • Coordinate among advisors to ensure strategies are aligned and executed efficiently., • Oversee all accounting, financial reporting, and cash management across the small business’s operating entities, trusts, foundations, and investment vehicles., • Manage daily liquidity, approvals, and funding through custodial and banking platforms., • Produce and maintain financial statements, dashboards, and customized reporting for ownership and business entities., • Ensure accurate reconciliation between accounting records and tax filings, including K-1s, returns, and supporting schedules., • Coordinate tax compliance and reporting across complex business entities and trust structures., • Work closely with external tax advisors to support estate planning, wealth transfer, and investment structuring., • Provide financial oversight and administrative support for business-owned real estate transactions and major asset purchases., • Lead and develop a small, high-performing small business office team., • Hire, coach, and evaluate staff while fostering a culture of professionalism, discretion, and collaboration., • Implement and maintain internal controls, workflows, and operating procedures., • Oversee financial systems, reporting platforms, and document management tools., • Bachelor’s degree in accounting, Finance, Economics, or related field with relevant certifications (CPA or equivalent)., • Minimum of 15 years of experience, preferably in the family office/wealth management industry, combined with demonstrated skills and experience in providing quality operational, administrative, and financial management services to individuals, trusts, and foundations., • Strong work experience in the wealth management industry, with broad exposure and understanding of tax, legal, estate and/or financial planning

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: As a Sales Advisor at RPOA, and SEC Registered Investment Advisory firm, you play a pivotal role in shaping prospective clients’ financial future by leveraging our marketing leads to generate new business. Unlike traditional roles, marketing leads will be provided by RPOA, allowing you to focus entirely on closing leads and expanding our clientele. Supported by our dedicated service advisors who will manage client accounts, your sole purpose of closing new business will be an integral part of our mission to provide as many people as possible with financial peace of mind in retirement. Job Responsibilities: • Lead Conversion Mastery: Your focus will be on converting marketing leads into satisfied clients, utilizing your skills to articulate the benefits of our Financial Planning firm., • Strategic Networking: Actively participate in client and prospecting events to build a robust network and generate additional leads, contributing to the growth of our client base., • Lead Support: Rely on the support of RPOA for a steady stream of leads; no cold-calling required. Your task is to convert these leads into long-term, satisfied clients., • Team Collaboration: No service obligations on your part. You'll work seamlessly with our exceptional Retirement Planner team, allowing you to concentrate on closing new business while they maintain and protect our existing book of business. Job Qualifications: Education: • You have one or more of the following: a current IAR designation; FINRA Series 65 and/or Series 66; other qualifying financial designations OR the ability to obtain within 90 days of hiring., • Sales experience., • Strong interpersonal skills are essential. You should be adept at connecting and selling to a diverse range of prospective clients., • Applicants must be authorized to work in the United States without sponsorship.

Job DescriptionPosition: Partner Integration Associate Pay: 17/hourly Uncapped Bonus: $200 per qualifying call Hours: Set your own schedule | 15-29 hours per week | Monday - Friday from 9am - 5pm Eastern Time Location: In Office in Auburn, IN or Plano, TX Purpose: The Partner Integration Associate (PIA) position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. PIAs are responsible for contacting “advisor suspects” from a company provided call list, conducting outbound calls and e-mails with the intent of qualifying advisors as potential M&A prospects, and scheduling introductory meetings with the advisor and our Chief Business Officer and Partner Integration Advisor. PIAs use Salesforce software for accessing suspect lists and contact information, documenting calls, creating tasks, scheduling meetings, etc. PIAs will report directly to the Partner Integration Team Lead. Job Responsibilities: • Learn and execute the Merger & Acquisition (M&A) lead generation system, • Conduct outbound calls as well as other forms of communication with suspects, • Document conversations with suspects and creating and following up on tasks utilizing CRM software, • Remain knowledgeable of relevant policies and regulations to ensure compliance with all work activities, • PIAs are expected to make a minimum of 16 calls, plus necessary follow-up emails per hour., • Based on the minimum expectations of calls, the PIA role will have an hourly compensation of $16 per hour., • Daily timecards and meeting data will be maintained by each PIA and approved by the Partner Integration Team Lead., • The advisor has confirmed that they own their own client relationships, • The advisor meets the minimum AUM requirement for their location opportunity, • $20M for Tuck-in, • $100M for New Location, • High School Diploma, • Excellent communication skills, • Business-to-business sales experiences, preferred, • Ability to thrive in a routine-driven environment

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners, all of whom are ready to help their clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: The Advisor Training & Development Specialist is responsible for designing and delivering impactful training programs that equip financial advisors to excel in both sales and retirement planning. Working closely with the Directors of Advisory Services, this role tailors training to individual needs while strengthening advisor expertise in retirement planning, Social Security, Medicare, 401(k) management, sales strategies, and client relationship management. Serving as both content creator and dynamic facilitator, the Specialist drives measurable performance improvements by providing advisors with the skills, tools, and confidence to protect and grow the firm’s business. Job Responsibilities: • Develop and deliver a comprehensive training program tailored to both Sales and Planning advisors., • Facilitate live and virtual training sessions, workshops, and one-on-one coaching to reinforce advisor learning and application., • Create and maintain training materials for Retirement Planners focused on:, • Protecting the firm’s book of business, • Developing client relationships, • Driving wallet share and referral growth, • Create and maintain training materials for Sales Advisors focused on:, • Converting marketing leads to clients, • Mastering closing techniques, • Building long-term client trust from first interaction, • Continuously evaluate training effectiveness and adapt programs based on feedback, advisor performance, and evolving business needs., • Gain deep expertise in our business model, processes, and compliance standards to ensure training is practical, accurate, and aligned with firm strategy., • Attend advisor seminars, client/prospect events, and industry workshops to stay current and translate insights into training opportunities., • Collaborate closely with Sales and Service coaches to provide individualized training interventions for advisors as needed., • Report directly to the Chief Revenue Officer, providing regular updates on advisor development progress and training impact. Job Qualifications: Education: • Strong background in financial advising, sales, or client service, with proven success in advisor development, • Experience facilitating training, workshops, or adult learning programs within the financial services industry, • One or more of the following preferred:, • Current IAR designation, • FINRA Series 65, or a combination of Series 66 and Series 7, • Other relevant financial designations, • Excellent presentation and facilitation skills with the ability to engage and inspire diverse personalities and experience levels, • Strong interpersonal skills with the ability to build credibility and trust with advisors and leadership, • Attention to detail, adaptability, and the ability to manage multiple training initiatives simultaneously, • Applicants must be authorized to work in the United States without sponsorship.

Job Description Senior Finance Analyst Location: Hybrid – U.S. Based Industry: Hospitality / Travel Services Overview: A rapidly expanding international organization specializing in premium travel and hospitality experiences is seeking a Senior Financial Analyst to join its Americas regional team. The company operates a growing network of customer service and hospitality locations across major airports in the U.S., U.K., and Middle East, focused on enhancing the traveler experience through innovative services and technology. This position plays a key role in supporting the company’s continued growth by providing financial insights, strategic analysis, and data-driven recommendations that guide operational and business decisions. Purpose of the Role: The Senior Financial Analyst will deliver both quantitative and qualitative analysis of all operational aspects of the Americas business to evaluate performance, forecast outcomes, and support strategic planning. The role requires strong financial acumen, data analysis expertise, and the ability to manage multiple priorities in a fast-paced, matrixed organization. This role will be deeply involved in budgeting, forecasting, and financial modeling, as well as providing insight into global and regional market trends and business drivers. Key Responsibilities: • Lead and coordinate planning, budgeting, and forecasting cycles, including month-end financial close support and performance reporting., • Develop and deliver management reports and presentations on business and financial performance., • Conduct deep-dive financial and operational analyses to identify drivers, risks, and opportunities., • Build and maintain robust financial models to support decision-making and strategic initiatives., • Manage and enhance financial and KPI reporting tools to ensure accuracy, governance, and integrity of data., • Partner with leadership to identify, research, and resolve complex financial or operational issues., • Provide analytical insight to improve profitability, efficiency, and performance across the Americas region., • Serve as a trusted advisor for data visualization and analytics, using tools such as Power BI or Tableau., • Support change management initiatives tied to new processes, systems, or reporting enhancements. Qualifications and Experience: Required: • Bachelor’s degree in Accounting, Finance, Business, or related field., • Minimum of 5 years of progressive experience in a Finance or FP&A role., • Strong financial modeling and advanced Excel proficiency., • Experience with BI or data visualization tools (Power BI or Tableau)., • Proven ability to interpret and translate data into actionable business insights., • Experience supporting projects that improve financial and operational efficiency., • Strong organizational skills and ability to manage multiple priorities., • Authorized to work in the U.S., • Master’s Degree or MBA., • Experience within hospitality, retail, or travel-related industries., • Strategic and analytical mindset., • Highly organized and results-oriented., • Adaptable to a dynamic and fast-paced environment., • Strong written and verbal communication skills., • Continuous improvement and learning mindset., • Accountability and ownership of deliverables.

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: The Director of Data will lead the firm’s enterprise data strategy—overseeing Salesforce Financial Services Cloud (FSC), Salesforce Analytics, the enterprise data warehouse, and all integrations that power our retirement planning ecosystem. This role ensures that data from custodians (Pershing/BNY, and future multi-custodial partners), Black Diamond, and other platforms is unified, accurate, and actionable. The Director of Data partners across the Operations, Compliance, Finance, Marketing and Advisory Services departments to transform data into a strategic asset—driving better decisions, stronger workflows, and scalable growth. Job Responsibilities: • Data Strategy & Governance, • Develop and execute the enterprise data strategy supporting a multi-custodial, multi-platform environment., • Define and enforce data governance, quality, and lineage standards across Salesforce, the data warehouse, and BI systems., • Establish and maintain a data stewardship framework with ownership and accountability for key data domains (client, account, advisor, operations)., • Salesforce Financial Services Cloud Leadership, • Serve as the data owner for Salesforce FSC, optimizing its data model and integrations with custodial and portfolio systems., • Oversee Salesforce Analytics (CRM Analytics) dashboards, reports and embedded analytics for advisors and leadership., • Partner with CRM admins and business stakeholders to ensure data accuracy and alignment between front-office requirements and warehouse environments., • Data Warehouse & Integration, • Manage the firm’s enterprise data warehouse, integrating data from Pershing/BNY, future custodians, Black Diamond, and other internal/external systems., • Design and govern ETL pipelines that ensure high data reliability, traceability, and performance., • Implement scalable data infrastructure capable of supporting M&A integrations and custodial expansion., • Business Intelligence & Reporting, • Lead the design and governance of enterprise reporting and analytics using Salesforce Analytics, Power BI, Tableau, or similar tools., • Define and maintain standardized firmwide KPIs (AUM, flows, household growth, advisor productivity, service SLAs)., • Enable self-service reporting and data democratization across business units while ensuring consistency and control., • Partner with senior leaders to translate data insights into business strategy and operational improvements., • Agile Leadership & Cross-Functional Delivery, • Lead the data and analytics function using Agile principles—driving sprint planning, backlog prioritization, and iterative delivery., • Promote a culture of collaboration, accountability, and continuous improvement across technology and business teams., • Operations & Workflow Optimization, • Collaborate with Operations and Business Analysis teams to identify inefficiencies and use data to optimize workflows such as onboarding, client servicing, and money movement., • Apply process mapping and KPI tracking to improve service SLAs and enhance advisor and client experiences., • Support integration efforts for acquisitions through data normalization and process alignment., • Leadership & Vendor Management, • Build and mentor a high-performing team of Salesforce admins, developers, and analysts., • Manage external consultants and vendors supporting Salesforce, integrations, data management, and reporting., • Foster strong collaboration across departments to advance data-driven decision-making. Job Qualifications: Education: Required: • Experience within wealth management, RIA, or asset management organizations., • Significant experience with marketing/lead generation and sales funnel and KPI creation and optimization within a Salesforce CRM environment, • Strong expertise with Salesforce Financial Services Cloud (FSC) and Salesforce Analytics (CRM Analytics / Tableau CRM)., • Hands-on experience with data warehouse architecture and ETL/ELT tools (cloud or on-prem)., • Demonstrated experience with business intelligence and reporting platforms such as Salesforce Analytics, Power BI, Tableau, Looker, or similar., • Proven success implementing governance frameworks, metadata management, and master data models., • Deep understanding of custodial data structures (Pershing/BNY, Schwab, Fidelity, etc.) and portfolio/accounting systems like Black Diamond and Orion., • Strong communication and stakeholder management skills—able to bridge business needs and technical solutions., • Demonstrated success working in or leading Agile / Scrum / Kanban environments., • Excellent leadership, prioritization, and project management abilities. Preferred: • Experience managing data transitions during multi-custodial expansion or acquisitions., • Familiarity with integration and middleware tools (e.g., MuleSoft, Informatica, Boomi)., • Experience implementing data catalogs, data lineage, or observability solutions., • Exposure to process automation within Salesforce (Flows, Apex triggers, or third-party automation platforms)., • Applicants must be authorized to work in the United States without sponsorship. Success in This Role: • Salesforce FSC and Analytics become the single source of truth for client and operational data., • Executive and advisor dashboards provide real-time, accurate business insights., • Data from Pershing/BNY and other custodians integrates seamlessly into the data warehouse and analytics layer., • The firm delivers faster, cleaner insights through Agile sprints—continuously improving data capabilities and business outcomes.

Job Description Purpose: The Partner Integration Internal is responsible for supporting sales growth goals by partnering with the Partner Integration sales team to call, develop, and maintain relationships with financial advisors. This role focuses on proactive outbound sales activity with advisors in coordinating meetings, scheduling networking events, and setting up targeted geographic location development activities along with continued follow-up to support the sales team. The Partner Integration Internal will provide management and coordination of our Partner Integration Associates at a specific location. They lead, manage, and hold accountable PIAs for contacting “advisor prospects” from a company provided call list, conducting outbound calls and e-mails with the intent of qualifying advisors as potential M&A prospects, and scheduling introductory meetings with the advisor. Job Responsibilities: Sales, Process, and Relationship Management • Actively manage the prospect funnel to ensure continued follow up while working to drive advisors to act within the sales funnel process., • Actively manage the Partner Integration Sales Core process to ensure continuous improvement and document how to’s., • Occasionally participate in meetings to determine how to support and improve the process and close ratio., • Work with the Partner Integration Sales team to execute a coordinated geographic event networking plan., • Assist in pipeline development and management through calling prospects on a defined frequency basis., • Support the Partner Integration sales team providing support information such as point of service sales materials, company presentation materials, advisor newsletters, and other related information and documents., • Support the Partner Discovery Day events through coordination of materials and organization of event., • Maintain an understanding of the company’s value proposition, market trends and competitive landscape., • Track activity, leads, and sales results in CRM systems; maintain accurate and timely data., • Prepare reports, territory analytics, and business insights for the Partner Integration Sales team., • Respond promptly to advisor’s inquiries related to questions and meetings, • Coordinate with internal departments (operations, compliance, marketing) to support the sales process. Team Lead Responsibilities • Supervise daily activities and effectiveness of the Partner Integration Associates (PIA’s) to ensure performance metrics are achieved through training, support, accountability, and corrective actions., • Accountable for ensuring PIA’s understand and achieve their performance metrics (Know Thy Number and Core Process Metrics), • Ensure that the Partner Integration Core Process for PIA outreach is followed consistently., • Responsible for training new PIA’s in location of job responsibilities, scripts and sales materials., • Understand and maintain a staffing resource plan that achieves department metrics and anticipated turnover., • Communicate anticipated staffing needs and coordinate with Human Resources to ensure staffing requirements are maintained., • Interview and recommend staffing selections based on role based and culture fit requirements., • Work with all other team members in a way that is conducive to the mission, values, and beliefs of the company to provide service beyond expectations., • Comply with company-wide policies and regulations. Education Bachelor’s degree in finance, Business, or related field (or equivalent experience). Experience Experience in financial services, sales, distribution, or advisor support roles. Knowledge of RIA firms and the financial services industry.

Job Description Sales Program Advisor DEPARTMENT: Care Center Sales REPORTS TO: Sales Manager FLSA: Non-Exempt (Hourly + Incentives) Hours of Operation: Monday-Friday 10AM-7PM, Saturday & Sunday 8AM-5PM Why You Should Join Us! • Hourly-rate pay along with uncapped, performance-based commissions and incentives, allowing you to maximize your earning through your own hard work and achievements, • A comprehensive health plan that includes medical, dental, and vision coverage to ensure you and your family have access to the care you need, • A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals, • Other fringe benefits including Birthday & Anniversary bonus, company-wide discounts, legal services, short & long-term disability, etc., • Positive work environments that offer work/life balance and professional growth, • Mission-driven work making a global impact with local roots, • The opportunity to have hands on work experience with industry leading, innovative technology Position Summary The Sales Program Advisor plays a pivotal role in driving revenue growth and expanding our (English and Spanish speaking) customer base nationwide. This position is responsible for managing inbound and outbound Care Center calls, selling Interlock products, and delivering exceptional service to both internal and external clients. By understanding customer needs and providing tailored solutions, the Advisor helps ensure satisfaction and contributes directly to the success and profitability of the organization. The Advisor is also entrusted with upholding our incredible reputation in the alcohol-monitoring industry through professional, empathetic, and solution-oriented interactions. Essential Duties and Responsibilities • Engage inbound and outbound callers using a consultative sales approach to promote and sell Interlock products, programs, and services., • Provide accurate product and service information, address inquiries, and resolve client concerns with professionalism and efficiency., • Identify and pursue new sales opportunities through networking, referrals, and cold calling., • Build and maintain strong relationships with clients to encourage repeat business and customer loyalty., • Conduct follow-up calls and manage correspondence to resolve issues and ensure client satisfaction., • Collaborate with internal teams and external partners to ensure seamless service delivery and uphold our reputation in the alcohol-monitoring industry., • Escalate and route issues appropriately while maintaining detailed records in CRM and other systems., • Gather and manage data across multiple technology platforms and handle documentation using standard office equipment., • Prepare and deliver compelling sales presentations tailored to client needs., • Stay informed on industry trends and competitor offerings through market research., • Adhere to company policies, procedures, and confidentiality standards., • Provide general Care Center support and perform other duties as assigned. Qualifications • High school diploma or equivalent required., • Bachelor’s degree in a related field or equivalent professional experience is preferred., • Minimum of 6 months of relevant experience in sales, customer service, or call center environments., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Familiarity with CRM software and sales tracking tools., • Strong verbal and written communication skills with a professional demeanor., • Excellent attention to detail and ability to multitask with a sense of urgency., • Adaptable and resourceful in fast-paced, dynamic environments., • Courteous, confident, and collaborative interpersonal skills., • Self-awareness and the ability to read and respond to audience needs., • Understanding of industry trends and competitor offerings is preferred., • Bilingual proficiency in English and Spanish qualifies for additional compensation. Physical Demands & Work Environment The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, employees are regularly required to communicate clearly—both verbally and in writing—and frequently use hands and fingers to operate phones, computers, and other office equipment. Occasional physical activities may include standing, walking, reaching, balancing, stooping, kneeling, or crouching. This role may also require lifting or moving items up to 25 pounds. Specific vision abilities include close and distance vision, color perception, peripheral vision, and the ability to adjust focus. The noise level in the work environment is typically moderate. This job description is not intended to list every duty or responsibility associated with the role. Employees may be asked to perform other job-related tasks as needed. All duties are considered essential and may be modified to reasonably accommodate individuals with disabilities. Employment is at-will, and this document does not constitute a contract or guarantee of continued employment. #LI-Remote

Job Description Associate Wealth Advisor-RIA Firm • Responsibilities:, • Serve as lead advisor on client relationships., • Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder care., • Analyze financial documents, prepare financial plan summaries using the firm's financial planning software, and present recommendations to clients., • Coordinate and manage projects and tasks assigned across Client Service and Investment Management teams while taking ultimate responsibility for quality control of client deliverables., • Prepare meeting recaps, take ownership of follow-up items, and proactively schedule client meetings., • Establish a leadership role with clients’ attorneys, CPAs, and outside advisors to coordinate client needs., • Expertise in portfolio construction utilizing firm investment models and sleeves., • Monitor financial markets, client investments, and continually stay abreast of changes to SFMG model portfolios., • Ability to present economic concepts, explain their impact on clients' portfolios, and answer client questions about their investments., • Manage the process of rebalancing client portfolios, tax loss harvesting trades, and any other trades necessary to raise or invest cash., • Basic understanding of alternative investments including Private Credit, Private Real Estate, and Private Equity., • Team Responsibilities, • Work closely with and take direction from, Team Lead, who will manage activities and delegate responsibilities while providing ongoing guidance and support., • Actively contribute to team goals and success., • Provide consistent and constructive feedback to other team members., • Firm Responsibilities, • Personal alignment with firms Core Values., • Understand and support the firm's vision, mission, and strategy., • Adhere to firm's investment approach., • Actively involved in firm committees (Investment, Wealth Management, etc.)., • Participate in firm task forces as needed., • Growth Responsibilities, • Maintain a thorough understanding of financial planning, client management and investment management strategies., • Contribute to the growth of the firm by attracting new clients and identifying opportunities to retain and grow existing relationships., • Consistent development and mastery of technical skills including complex financial planning, investment, tax, estate, retirement, and insurance topics., • Cultural Fit:, • Alignment with the firm's values, mission, and culture., • Foster a culture of collaboration, diversity and opportunity., • Team first mentality – put the team and firm’s priorities and results above one’s own priorities and results., • Ability to disagree constructively., • Be involved and engaged as a passionate team member. Actively contribute to team goals and success., • Provide consistent and constructive feedback to other team members professionals through thoughtful mentorship., • Represent the firm by dressing like an Advisor, acting like an Advisor, and representing the brand well., • Service, Integrity and Ethics:, • Firm commitment to passionately protecting the clients' best interest., • Provide exceptional client service by anticipating needs, exceeding expectations, being detail oriented, and committing to continuous improvement and excellence., • Maintain objectivity and transparency in all client interactions., • Uphold unquestionable ethical standards and integrity., • Leadership Skills:, • Proven leadership capabilities within the firm or in previous roles., • Ability to inspire, motivate, provide feedback to, and guide others effectively., • Capable of effectively receiving and implementing feedback., • Demonstrated discipline and accountability to drive tasks and initiatives forward., • Intellectual Curiosity and Continuous Learning:, • Demonstrated commitment to professional development, innovation and ongoing improvement within the firm or in previous roles., • Community Involvement:, • Minimum 1 years serving clients as the lead advisor., • Bachelor’s Degree at a four-year college, preferably in relevant finance-related fields such as Financial Planning, Accounting, and Finance., • CFP® is required., • Extensive background using Microsoft Office Suite (Outlook, Word, Excel, One Note, Teams), financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), calendaring software, or other related software packages.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Smith Region Modern Woodmen of America, we believe in building more than financial planswe build relationships rooted in trust, service, and shared values. Serving the vibrant communities of North-Central Texasfrom Gainesville to Waxahachie and Coppell to Mt. Pleasantour mission is to build, create, and foster connections that positively impact lives both personally and professionally. We focus on all areas of financial planning, but our real strength lies in our commitment to people: guiding them through lifes financial milestones while being active, valued citizens in the communities we serve. Our team is made up of like-minded individuals who prioritize service and mentorship. We treat our members as relationships to be nurtured, not assets to be managed. As leaders, we believe its our responsibility to support and uplift new associates, and as representatives, we aim to be master relationship managers. Were passionate about giving back and making volunteering a priority. From painting a Dallas homeless shelter and packing hygiene kits for abuse survivors, to supporting education and youth programs through our local school districts, we aim to be a pillar our community can count on. Guided by the belief that we are called to serve others, we live by the idea that if we dont step up, who will? Every act of service, every relationship built, and every financial plan created is an extension of that purposeand were just getting started. Watch this short video to see how sharing meaningful momentsboth personal and professionalcan transform perspectives on a career in financial services with Modern Woodmen of America: About Modern Woodmen: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes., • Personal Milestone: Husband and father who loves spending time with his family., • Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.Roque Moreira:, • Role: Manager based in Dallas., • Background: Previously in management with a competitor before joining MWA in November last year., • Personal: Family-oriented LDS member with three boys, actively involved in church and community., • Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.Jackson Hauser:, • Role: Managing Partner (MP) based in Dallas., • Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role., • Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup., • Office: Leads a team of three in Dallas.Tim Eaton:, • Role: Managing Partner (MP) in Denton., • Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans., • Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.Meghann Moon:, • Role: FIC Investment Advisor Representative, Sr. Advisor., • Background: Previously in Hospitality Sales & Management for about 17 years., • Personal: Enjoys cooking, reading, traveling, and spending time with her husband and two pets.Role Responsibilities:, • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage., • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly., • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement., • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills., • Target Achievement: Meet or exceed business development goals.Perks/Benefits:, • Strong Income Opportunity, • Potential to earn client member leads, • Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals., • Exclusive training/development with the financial services professional supporting you, • An environment and culture of mutual support and growth, • Attainment of prestigious credentials and recognition, • Consistent opportunities for growing your income and character, • Strong benefits and retirement package, • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral programQualifications:, • Team-Oriented, • Enthusiastic, • Positive attitude, • Self-Starter, • Community-Focused, • Coachable, • Athletic background (bonus), • Military background (bonus), • Goal-Driven, • Willingness to obtain state insurance license, • College Degree (preferred, not required) If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Flexible work from home options available.

Water Utility Financial Analyst/Consultant NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals. Our vision is to be the consulting company that makes a difference for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do. At NewGen, our employees are our greatest asset, and every team member—at every level—has a voice. The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement. We’re looking for SOLVERS—people who approach challenges with curiosity and enjoy solving complex problems, much like tackling puzzles. In this role, you’ll work directly with industry experts to build your skills while supporting water utility clients across the country. Key Roles • Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators, • Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models, • Create understandable data visualizations using charts and user-friendly dashboards, • Clearly communicate results to clients in written reports and PowerPoint presentations, • Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making, • Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices Required Qualifications • Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field, • 1 to 3 years of experience in a finance- or data-related role, • Strong working knowledge of Microsoft Excel, • Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.), • Basic knowledge of Microsoft Word and PowerPoint Preferred Qualifications • Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI, • Experience in the utilities industry, • Knowledge of programming languages for data analysis, such as Python, R, or SQL Qualities At NewGen, we’re looking for SOLVERS, people who approach challenges with curiosity and thrive on solving complex problems. A SOLVER is: • Structured — organized, methodical, and grounded in sound reasoning, • Ownership-driven — takes initiative and accountability for outcomes, • Logical — approaches problems with clear, evidence-based thinking, • Versatile — adapts quickly to changing needs, roles, and client priorities, • Elevating — lifts others through collaboration and positive influence, • Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!), • Exceptional attention to detail, • Excellent written and verbal communication skills, • Highly organized, with the ability to self-manage multiple priorities and deadlines, • Ability to transform, combine, analyze, and summarize large (and often messy) data sets What We Offer Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment. • Base compensation of $65,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities., • Annual bonuses of 8%, contingent on personal and company performance, • 401K plan with matching contributions, • Medical and dental insurance, • Paid vacations and holidays, • Paid maternity and paternity leave, • Meaningful opportunity for career progression within the organization, • Flexible work schedules (while being mindful of client deadlines), • Ongoing training, • Office snacks and occasional group lunches and team-building activities Additional Information Location: Richardson, TX. In-person with the option to work from home two days per week. Employee Type: Full-time. Exempt. Some overtime and travel will be required. Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International Pkwy, Suite 1600, Plano, Texas 75093 Classification: Full-time; Exempt Summary / Job Objective: The Financial Advisor is a motivated individual who is relationship driven and seeks a long-term opportunity to help shape an already successful financial planning practice. Alongside our Plano team as a dually licensed financial professional, you will be responsible for caring for a specific group of clients, to develop new business, and to act ethically and honestly as a fiduciary, ensuring the client’s best interests are of primary importance. This person must be experienced in using retirement planning software and client relationship management (CRM) systems, as well as in leading retirement focused workshops and conducting appointments leading to new clients. A track record of referral business is also important to compliment the leads that Simplicity Guardian will provide. Essential Job Functions: · This position requires approximately 25% overnight and multiday travel regionally and nationally · Ability to lift a maximum of 30 pounds, seminar materials Primary Responsibilities: · Taking prospective new clients through a thorough fact-finding and needs analysis process, getting to know their goals, priorities, etc. · Developing and presenting unique comprehensive wealth management/income plan · Regularly monitoring plan(s) to make sure clients are on track with their goals · Reviewing client’s plans yearly to make sure they keep on track to meet goals and objectives · Responding to client requests for service and trouble-shoots service issues · Adhering to compliance policies and procedures · Supporting team as needed with the company’s entire client base Qualifications: · Bachelor’s degree · 3 years’ experience in the financial industry · Health and Life license, or ability to obtain one within a short time frame, is required · Securities licensed, series 65 is required · Have a satisfactory background check and a clean compliance record · Strong knowledge of financial planning, investment strategies, and risk management · Preferred experience in 403(b) retirement plans · Proficiency in technical accounting principles and practices · Excellent mathematical skills and ability to analyze complex financial data · Familiarity with wills, trusts, and estate law is a plus · Previous experience in financial services, public accounting, or banking is preferred · Proven track record of achieving sales targets or building a client base Core Competencies: · Strong interpersonal and communication skills to effectively interact with clients · Ability to explain complex financial concepts in a clear and understandable manner · Proficient in using financial software and tools for data analysis and reporting · Regularly monitoring plan(s) to make sure clients are on track with their goals · Provide exceptional customer service and address any client concerns or questions · This position requires approximately 25% overnight and multiday travel regionally and nationally · Ability to lift a maximum of 30 pounds, seminar materials Compensation & Benefits: Compensation (based on experience) • Annual base salary: $50,000 - $60,000, • Annual Variable Compensation: estimated $60,000 - $80,000+, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job DescriptionDescription: Role: Operating Partner Location: North America Department: Exa Enterprise Support Group - EESG Reports to: CEO, Exa Capital Role Type: Player-Coach About Exa Capital Exa Capital is a permanent capital holding company focused on acquiring and building vertical market software businesses. We take a long-term, stewardship-driven approach – buying and holding companies forever, and empowering leaders through a decentralized operating model. Role Overview The Operating Partner is a senior, hands-on business builder responsible for driving EBITDA expansion, strengthening operating rhythms, leading post-acquisition integrations, and enabling PortCo CEOs to win. This role blends strategy, operations, finance, leadership development, and change management across multiple portfolio companies. You are the sparring partner, truth-teller, and strategic advisor to PortCo CEOs, while deeply respecting their independence. You model Exa’s philosophy: high trust, low touch, high accountability. Key Responsibilities Value Creation & Performance Improvement • Identify and execute EBITDA uplift opportunities across pricing, cost structure, efficiency, renewals, service delivery, and GTM, • Build Value Creation Plans (90-day / annual) for each PortCo; track and drive measurable results, • Stand up and institutionalize Weekly Business Reviews (WBRs) and Monthly Business Reviews (MBRs), • Ensure CEOs delivery concise weekly summaries (wins, risks, asks), • Lead the first 100 days of integration: systems, reporting, culture, leadership, and financial alignment, • Drive 30-60-90 operating plans with precision, • Partner with PortCo CEOs on annual planning, budgeting, multi-year strategy, org design, talent planning, and capital allocation, • Pressure test assumptions, risks, and levers for growth, • Coach CEOs and leadership teams; strengthen A-Player pipeline, • Support hiring for key roles and ensure the right leaders are in the right seats, • Partner with AI team to deploy high-impact workflow automation, productivity tools, and process redesign, • Ensure adoption across PortCos; quantify OpEx savings and time-to-value, • Share best practices and operational playbooks across the portfolio, • Partner with Finance, HR, IT, Marketing teams to leverage Exa’s Enterprise Support Group model, • 10+ years of operating experience in software and technology businesses, • Proven track record of delivering EBITDA or FCF improvement, • Experience running or materially transforming a business unit or P&L, • Deep comfort with SaaS metrics, operational KPIs, and financial modeling, • Experience leading cross-functional teams without formal authority, • Strong analytical and problem-solving skills, • Exceptional communication and executive presence, • Experience as GM/COO/President of a $10M–$50M software business, • Operator experience; built and exited a software company, • Prior exposure to M&A, due diligence, and post-acquisition integration, • Demonstrated success in pricing strategy and commercial optimization, • Experience building dashboards, KPI systems, or operating cadences, • Background in management consulting or PE operating teams (with real operating ownership), • High EQ, low ego, strong resilience, • Experience across multiple software businesses at once, an exposure few roles offer, • Ability to build and scale operating systems across an entire portfolio, • Deep training in Permanent Capital strategic thinking (base rates, ROIC, capital allocation), • Mastery of AI-enabled operational efficiency and automation, • A front-row role in M&A integrations and transformation, • Close partnership with a CEO deeply involved in strategy, acquisitions, and operations, • Opportunity to shape and influence the culture, systems, and future of a growing holding company, • A builder at heart; hands-on, resourceful, and execution-driven, • A systems thinker; structured in how you design processes and solve problems, • A coach; able to develop leaders and push them to higher standards, • A steward; protective of culture, legacy, and long-term value, • A truth-teller; direct, honest, and respectful, • A partner; not a micromanager, • A multiplier; you increase the power of everyone around you, • A believer in Permanent Capital, decentralization, and long-term compounding, • We operate with permanent capital, not fund timelines where you get to build for decades, • We are decentralized where PortCo CEOs/GMs lead, you support and multiply., • You’ll work directly with the CEO on high-impact initiatives where your work moves the needle immediately., • You will help shape one of the most ambitious emerging holding companies in the software industry., • You join a team of high-caliber, low-ego operators obsessed with excellence., • You will build a system that lasts., • We are building a culture of stewardship, discipline, accountability, and ownership. Salary Range: $200,000 – $250,000 per year Accessibility & Accommodations Exa Capital is committed to providing equal access to employment opportunities. Accommodation is available for applicants with disabilities throughout the recruitment and selection process. If you require accommodation or support, please reach out to us at , we are happy to help. Equal Opportunity Employer We are an equal opportunity employer and are committed to fostering a diverse and inclusive workplace. We value diverse perspectives and are committed to building an inclusive environment where everyone can do their best work. Artificial Intelligence Disclosure: Exa Capital may use artificial intelligence–based tools to support certain aspects of the applicant screening and assessment process. Requirements:

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Business Risk And Controls Advisor I.At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.We seek to be the #1 choice for the military community and their families.Embrace a fulfilling career at USAA,

Bilingual Debt Resolution Advisor/h2pCreditAssociates, an industry leading financial services company, is recruiting self-driven and career-minded individuals to make $50,000 - $60,000 in their first year as a Bilingual Debt Resolution Advisor. We also offer a language differential for our Bilingual

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: A Retirement Concierge has an expectation of scheduling 30 qualified appointments per month & maintaining a 70% Held Appointment Rate or higher. Qualified candidates will have experience in sales, prospecting, and/or telemarketing, preferably in financial services. They must have a professional speaking voice and be comfortable asking qualifying questions over the phone. Must be highly motivated, organized, and be able to work independently with a solid work ethic. Job Responsibilities: • Set 30 qualified appointments for the Retirement Advisors., • Schedules appointments for Retirement Advisor with prospective clients by making outgoing calls and answering returning calls; operating telephone equipment, customer relationship management (CRM) system; and other telecommunications technologies. Job Qualifications: Education: • Currently pursuing an associate’s or bachelor’s degree preferably in Marketing, Sales, Business Administration, Communications, or a related field., • If the candidate does not have a degree, extensive experience will suffice. Experience & Skills: • Experience in telephone sales preferred, prospecting, or telemarketing., • Strong customer focus and excellent communication skills., • Proficient in data entry and CRM systems., • Highly organized with solid work ethic and persistence., • Energy and enthusiasm for engaging prospective clients., • Applicants must be authorized to work in the United States without sponsorship. Work Environment: • Work hours are flexible between 8:00 AM and 8:00 PM, with schedules determined by your manager. You are expected to complete an 8-hour workday within this window. Additionally, to meet goals, an extra half-day on Saturday is required once a month.

Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportun

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e

Continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track. Morgan Wealth Management business is focused on helping investors achieve t

The Greater Texas Financial Group is currently searching for an Advisor Recruiter/Business Development Manager who will support the recruiting efforts of both experienced, in-demand financial advisor talent with successful practices, as well as inexperienced & new-to-industry advisor talent. Source

Develop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory services. Conduct in-depth analysis of clients' financial situations, goals, risk tolerance, and timelines to create personalized, goal-based financial

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platf

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cli

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a com

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. Financial Solutions Advisor- Greater DF

You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,(2) estate planning strategies, and business solutions. Wealth management and

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office. Previous experience in financial services a pl

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

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 recomme

Bank Of America Financial Advisor. 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. Resp