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Why USAA? 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, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking an AVP, P&C Pricing Strategy & Actuarial Operations GTM that will be leading a large team responsible for overseeing the development and execution of pricing indications, financial forecasting, and enablement strategies that ensure the four regional pricing teams remain prepared and equipped to execute pricing decisions at pace while maintaining actuarial rigor and regulatory compliance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in San Antonio, TX; Plano, TX; Phoenix, AZ; Tampa, FL; Charlotte, NC; Colorado Springs, CO. Overview: The AVP, P&C Pricing Strategy & Actuarial Operations GTM leads the Go To Market Readiness Team. This role oversees the development and execution of pricing indications, financial forecasting, and enablement strategies that ensure the four regional pricing teams remain prepared and equipped to execute pricing decisions at pace while maintaining actuarial rigor and regulatory compliance. The AVP directs a cross-functional team spanning financial indications and forecasting, rate implementation, and actuarial organizational enablement. The role serves as the principal advisor on financial performance and loss trends to executive leadership across Auto, Home, and Specialty lines, translating complex actuarial analysis into strategic recommendations that inform business leaders capital allocation, growth positioning, and profitability targets. The AVP partners closely with two peer Executive Directors leading regional pricing teams and with Underwriting and Pricing Analytics leadership to ensure operational readiness and rapid execution of pricing strategies. This leader ensures consistency, process standardization, and best-practice dissemination across the GTM pricing regional teams while enabling the speed and flexibility required to compete effectively in the marketplace. Responsibilities: * Responsible for establishing, maintaining, and improving processes and procedures to manage insurance pricing rate order calculations efficiently and effectively. * Participates in overall USAA strategic planning to ensure the goals within the Financial Strength and Product Development Key Result Areas are met. * Oversees the projection of pricing financial results for USAA P&C Division in support of financial goals. * Oversees and coordinates state pricing decisions across the pricing teams. * Directs both national and state property pricing indications, including trending, loss development, expense considerations, structures, etc. * Provides oversight in the monitoring and development of key rating structures and USAA P&C pricing processes to ensure competitive and equitable rates, while improving profitability. * Participates on special assignments which require advanced technical expertise, to include analysis of the relationship between special forms to be filed with states and USAA experience, special competitive situations, etc. * Represents USAA on various industry committees related to Auto or Property Pricing. * Participates in various USAA company committees to assure coordination of pricing policies and other enterprise objectives. * Builds and oversees a team of actuarial professionals through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: * Bachelor’s Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: * 10 years of progressive actuarial experience in the property and casualty insurance industry developing strategies, managing major initiatives, and delivering results within a complex matrix environment required. * 6 years of people leadership experience in building, managing and/or developing high-performing teams required. * Credentialed Casualty Actuary; FCAS required. * Experience in predictive modeling, bridging pricing to analytics. * Strong communication skills with the ability to present business solutions in a clear and concise manner to technical and non-technical audiences. * Proven experience leading multiple projects and meet tight deadlines with thoughtful planning and effective execution. * Proven experience partnering with state product managers on pricing strategies. What sets you apart: * Track record of providing executive-level guidance on pricing strategy, profitability trajectory, and capital allocation * Experience designing and implementing standardized processes across multiple geographies while maintaining flexibility for local needs * Proven success partnering with operational teams (underwriting, claims, product) to align analytical support with business execution * Proven track record developing team members into senior roles or advancement opportunities * Experience developing forward-looking financial forecasts and profit projections that inform strategic business decisions * Deep knowledge of military customer segment, benefits, and service requirements * Understanding of military-affiliated networks (USAA, base communities, spouse organizations) and their influence on customer decisions * Hybrid office location Compensation range: The salary range for this position is: $224,250 - $403,650 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description We are Secure Community Network (SCN), a nonprofit 501(c)(3) serving as the official safety and security organization of the Jewish community in North America. Here at SCN, we deeply value the team of people that work diligently to commit their lives to action for a better tomorrow. Under the direction of the Secure Community Network (SCN) and the Jewish Federation of San Antonio, the Community Security Director (CSD) will serve as a representative to the Jewish Federation of San Antonio, as a security advisor, liaison, and training coordinator. The CSD will provide direction and maintain oversight for the development, organization, implementation, and monitoring of a security program. The CSD will provide guidance and strategic direction to ensure the safety and security of the regional member institutions in the greater San Antonio Jewish community, serve as a liaison during crisis response and mitigation efforts to assist local incident commanders and/or serve as an incident commander during crisis response and mitigation efforts. The CSD will coordinate with federal, state, and local law enforcement, non-profit, public, private, and other stakeholder organizations on community safety and security matters. WHAT YOU WILL DO: • Serve as a representative of SCN and the Federation to local and regional partners, including local, state, and regionally located federal law enforcement, non-profit, public, private, and other stakeholder organizations., • Serve as a security advisor, and training coordinator, as well as an organizer of resources between the Federation, SCN and the Jewish organizations in the region., • Be a liaison between the community and local, state and regional federal law enforcement on community safety and security matters, to include physical and cyber issues., • Serve as the primary Federation point-of-contact for development and implementation of security plans and policies, which include (but are not limited to) emergency communication plans, mass notification systems, consultation on contract security post orders and protocols, crisis management plans, and physical security development and implementation for community facilities and organizations., • Maintain relationships with professional and lay leadership of the community facilities and organizations and meet regularly with site personnel and state and local officials to share information and promote and review support provided by SCN and the Federation., • Assist with special events security planning and implementation for community organizations and agencies in the area., • Identify community relationship building opportunities to facilitate effective community action., • Be able to communicate, internally and externally, a working knowledge of SCN's mission, objectives, policies, positions, and relevant local, national, and world events, and assist partner entities in responding to inquiries from the media, in coordination with SCN and the Federation's Marketing and Communications teams. Read, monitor, and respond to media reports and opinion articles., • Receive, organize, and communicate (internally and externally) sensitive political, organizational, and societal information., • Provide ongoing review of security programs for Federation partner agencies and serve as a resource to other Jewish community facilities, including synagogues, schools, and community centers., • Prepare for meetings and issue reports and other correspondence for key leadership, including the National Director/CEO of SCN and the CEO of the Federation., • Plan, coordinate, and conduct threat, hazard, security, and resilience inspection/assessment activities, including the generation of Protective/Resilience Measure Indices based on industry standards, identifying vulnerabilities, and presenting recommendations to mitigate risk locally and regionally., • Serve as subject matter expert for various committees in the area and ensure coordination and cooperation among Jewish community organizations in the region., • Develop strong and effective partnerships with local, state, and federal law enforcement and emergency management agencies, and assist with plans and investigations of threats., • Assist with developing, implementing, and testing all- hazards preparedness and response plans., • Monitor intelligence related to terrorism and public safety. Analyze and disseminate information from local, national, international, and Israeli news media and intelligence network communication locally and to abroad., • Provide training and education through security awareness to a wide range of community groups., • A bachelor's degree from an accredited university., • Completion of law enforcement certification from an accredited law enforcement academy or approved United States Military Criminal Investigative or Law Enforcement Military Occupational Specialty (MOS) with at least 10 years of sworn law enforcement experience (candidate is currently sworn law enforcement, retired in good standing, and/or honorably discharged from the military)., • Formal law enforcement leadership experience., • Dynamic, results-oriented individual with the highest degree of personal integrity and ability to pass criminal, financial, reputational/conduct background checks as identified/approved., • Ability to obtain a government security clearance of at least a SECRET level., • Excellent verbal and written communication skills; proficiency in report writing., • Proven success in problem-solving, collaboration, and developing working relationships with security professionals and colleagues., • Broad-based knowledge of security protocols, threat investigations, physical security, and emergency management., • Certified Protection Professional or Physical Security Professional certification is a plus., • Ability to develop organizational plans, evaluate personnel and assignments and provide direction., • Experience developing budgets for operations and equipment, including grant applications and other alternative funding., • Proficiency in computer applications, including Microsoft Office Suite and PowerPoint. The Secure Community Network (SCN), a 501(c)(3) nonprofit, is the official homeland safety and security organization of the Jewish community in North America. Founded in 2004 under the auspices of The Jewish Federations of North America and the Conference of Presidents of Major American Jewish Organizations, SCN serves as the central organization dedicated exclusively to the safety and security of the American Jewish community, working across 146 federations, 50 partner organizations, over 300 independent communities, and other partners in the public, private, nonprofit, and academic sectors. SCN is dedicated to ensuring that Jewish organizations, communities, life, and culture can not only exist safely and securely but flourish. Learn more at securecommunitynetwork.org. The target annual salary range for this position is $130,000-$135,000. Final annual salary offered will be determined through a thorough assessment of multiple factors and criteria which may include candidate experience and qualifications, available market data, internal salary equity, and budget considerations. SCN offers a comprehensive benefits package to all full time employees which includes Medical, Dental, Vision, Short and Long Term Disability, and Life and AD&D Insurance, as well as a 403(b) Retirement Plan with match, Flexible Spending Accounts for pre-tax Healthcare, Dependent Care, and Commuter Benefits, Accident and Critical Illness Insurance, Norton LifeLock, and an Employee Assistance Program. We provide paid time off including Vacation, Sick Leave, and paid Holidays. Secure Community Network is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of religion, race, color, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. SCN has long been a committed leader in adopting, modeling, and encouraging adherence to Jewish values, including advocating for approaches that address issues related to Diversity, Equity, Inclusion, and Accessibility (DEIA). Please review our DEIA statement here.

Job DescriptionA detail-oriented and technologically proficient Investment Operations professional responsible for managing day-to-day investment operations, trading execution, account servicing, billing and reporting functions. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support. The ideal candidate has hands-on experience with custodial platforms such as Schwab and Fidelity, portfolio management tools, trading systems and Excel, ensuring operational accuracy and data integrity. Success requires efficiently reviewing and processing investment paperwork while maintaining strict compliance in a regulated environment. Successful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. The right candidate is highly organized, process-driven and capable of managing competing priorities while maintaining precision and accountability in a fast-paced advisory setting. Salary - $75,000 - $90,000 Perks • Health, dental and vision insurance; group life and LTD insurance, • 401(k) retirement plan, • Paid time off and paid holidays, • Professional development support, including assistance with licensing, designations and continuing educationMinimum Requirements, • Bachelor’s degree in Finance, Economics, Business Administration or a related field, • Minimum 3–4 years of hands-on experience in investment operations, portfolio administration or trading support at an RIA, multi-family office or wealth management firm, • Demonstrated proficiency with at least one portfolio management platform (Advyzon, Orion, Tamarac, Black Diamond or similar), • Experience with custodial platforms: Fidelity Wealthscape and/or Schwab Advisor Center, • Functional understanding of trading workflows, rebalancing, model management and investment reporting, • Excellent communication skills with an emphasis on clarity and follow-through, • Proficiency in Microsoft Office Suite, with intermediate-to-advanced Excel skills, • Experience at a multi-family office or boutique RIA with direct accountability for client-level operations, preferred, • Deep familiarity with a portfolio management platform’s trading, reporting, billing and data management modules (Advyzon, Orion, Tamarac or similar), preferred, • Knowledge of investment tax strategies (tax-loss harvesting, tax transition analysis, gain/loss management), preferred, • Experience with UMA construction, direct indexing overlays or alternative investment administration, preferred, • Familiarity with YCharts, BlackRock Aladdin, Ned Davis Research or similar investment research platforms, preferred, • CFA candidacy, CFP candidacy or CAIA designation in progress, preferred, • Experience with Salesforce or other CRM systems, preferred, • Valid driver license with acceptable driving recordExpectations, • Processes new account paperwork, account transfers, rollovers, journals and account closures across Fidelity and Schwab custodial platforms., • Executes asset movements, withdrawals, Required Minimum Distributions (RMDs) and systematic distribution setups., • Configures ACH instructions, Standing Letters of Authorization (SLOAs) and other account-level settings., • Handles private equity, hedge fund and alternative investment paperwork and subscription documents., • Monitors capital calls, capital distributions and collateral line activity., • Executes trades based on the CIO’s model construction, implementing investment strategies as directed., • Updates and maintains model portfolios across platforms, ensuring client accounts align with target allocations., • Trades on additional platforms for held-away assets as directed., • Builds investment proposals and comparisons for new prospects across multiple platforms., • Develops tax transition plans for new client portfolios and monitors ongoing tax efficiency and gain/loss management., • Builds custom UMA proposals with overlays for direct indexing, long/short strategies and collateral/box spread loan structures., • Utilizes YCharts, BlackRock, Ned Davis Research and other platforms for model tracking and investment research., • Monitors and reports on model performance, drift and rebalancing needs., • Manages and maintains the firm’s portfolio management and reporting platform, including data accuracy, account setup and client parameters., • Classifies and reconciles securities within the platform to ensure accurate performance reporting., • Sets up and creates custom reports for client reviews, firm-level analytics and business intelligence., • Conducts regular database audits to ensure consistency between the portfolio platform, custodial records and client files., • Runs billing calculations in the portfolio platform, pulls advisory fees from custodians and audits and reconciles all billing activity., • Resolves billing discrepancies and maintains accurate fee schedules across client accounts., • Maintains day-to-day relationships with Fidelity and Schwab service teams., • Coordinates with custodians to resolve account inquiries, facilitate tax document distribution and ensure accurate processing., • Interfaces with technology vendor partners as needed for platform integrations and issue resolution., • Assists with compliance processes by generating accurate and timely trading records and regulatory reporting., • Supports financial advisors in their use of investment platforms and related operational tools., • Documents and refines investment operations workflows and Standard Operating Procedures (SOPs)., • Contributes to firm-wide projects aimed at improving operational efficiency, scalability and service delivery., • Performs other duties, tasks and special projects as assigned.The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, education verification and drug test. Interested candidates should submit their resume, with salary requirements, via our career portal on our website at or contact us directly at (210) 679-4879 with any questions. Equal Employment Opportunity Employer M/F/D/V

Job DescriptionAbout PAX Financial Group PAX Financial Group is a San Antonio–based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy 6:17–19, we believe wealth is a responsibility, not just a resource. Our team is known for blending technical excellence with a deep commitment to client service, behavioral finance, and values-based investing. If you're looking to join a collaborative team where purpose, growth, and impact matter, we’d love to connect. Position Overview We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role blends technical financial expertise with relationship management, behavioral coaching, and strategic guidance. The ideal candidate is skilled at leading client conversations, uncovering planning opportunities, and providing clear recommendations. They are energized by business development, confident in presenting complex financial concepts, and committed to delivering a consistent, high-touch client experience within a structured planning framework. Financial Advisors at PAX serve as fiduciaries, offering fee-based advice aligned with clients’ best interests and PAX’s values-driven approach to wealth management. Key ResponsibilitiesClient Acquisition & Relationship Management * Proactively acquire new clients through referrals, COIs, community presence, networking, and digital engagement. * Build and manage a book of up to 150 households within PAX’s segmentation and service model. * Lead discovery meetings and develop personalized financial plans that address investments, cash flow, risk management, retirement, tax strategies, and estate considerations. * Deliver ongoing planning reviews and provide behavioral coaching to support positive financial decision-making. * Maintain strong client relationships through responsive communication, trust-building, and clearly guided next steps. Planning & Advice Execution * Conduct financial check-ups and diagnose planning needs using MoneyGuidePro or comparable tools. * Identify and communicate investment and planning opportunities, including tax-loss harvesting, model alignment, and risk management. * Present recommendations with clarity, confidence, and supporting rationale. * Collaborate with CSAs and Service Advisors to ensure smooth onboarding, service delivery, and client retention. Business Development & Performance * Maintain a consistent pipeline of prospective clients and business development activities. * Drive annual net new asset growth targets * Represent PAX at events, workshops, and community initiatives as appropriate. * Strengthen presence through digital platforms, thought leadership, and community engagement. Documentation, Compliance & Professional Standards * Maintain accurate and timely documentation of client interactions, planning notes, and follow-ups in Salesforce. * Adhere to fiduciary standards, regulatory requirements, and internal processes. * Participate in continuing education, advisor training, and internal casework discussions. * Support alignment with PAX’s investment philosophy and planning approach. Qualifications * Bachelor’s degree from an accredited university * CFP® designation (or completion in process) - Highly Preferred * FINRA Series 65 * 2–5+ years of financial planning or RIA advisory experience * Demonstrated success in generating and retaining business * Strong communication, presentation, and influencing skills * Ability to manage multiple clients and priorities with strong follow-through * High comfort using planning tools and CRM platforms * Strong business, financial, and economic acumen * Clean compliance history and ability to operate as a fiduciary Preferred Qualifications * Experience with MoneyGuidePro, Orion, SmartX, or similar platforms * Experience working within a planning-first, model-driven advisory firm * Knowledge of tax strategies, risk management, and estate planning considerations * Background in behavioral finance or client coaching Cultural Fit * You are energized by helping clients gain clarity, confidence, and peace in their financial lives. * You take initiative, embrace growth, and enjoy building genuine relationships. * You communicate with empathy, candor, and professionalism. * You thrive in a collaborative environment where consistency and accountability matter. * You are aligned with PAX’s values and mission-driven approach to financial planning. Interested in Applying? If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process. The assessment helps us understand work style and role fit and is required to move forward. Begin the assessment: We appreciate your interest in PAX Financial Group and look forward to learning more about you.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job Description As a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals. Key Responsibilities: • Assist in the preparation, analysis, and presentation of financial plans for clients., • Conduct in-depth research on financial products, investment strategies, and planning techniques., • Support the Financial Advisors in developing and maintaining client relationships., • Gather client data, calculate financial metrics, and develop financial scenarios., • Prepare and organize meeting materials and documentation., • Bachelor’s degree, • At least 2-4 years of experience in financial planning or related support roles., • Knowledge of financial planning software; familiarity with eMoney is a plus., • Strong analytical and problem-solving skills, with attention to detail., • Excellent communication skills, both written and verbal., • Ability to thrive in a fast-paced environment and manage multiple priorities., • CFP designation or progress toward certification is preferred.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 at plan commission Responsibilities: • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectivesQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Relationship management skills are required, • Must have the ability to successfully network and prospect for new clientsAbout Company At New York Life, we offer a unique value proposition that cannot be found in many industries: • Great income potential, • Defined opportunities based on merit, not tenure, • Education on the company's dime, • Autonomy of schedule, • Positive impact on your local community

Job Description Type: • San Antonio, Texas – Onsite We are seeking a highly experienced and strategic Business Intelligence (BI) Analyst III to lead advanced data analytics, enterprise reporting, and decision-support initiatives within a large, complex organization. This senior-level role is responsible for designing and overseeing business intelligence architecture, developing advanced analytics solutions, and translating complex data into actionable insights that drive operational performance, financial stewardship, and strategic planning. The BI Analyst III serves as a technical subject-matter expert and advisor to executive leadership, departmental stakeholders, and cross-functional teams. This role requires deep expertise in data modeling, data warehousing, dashboard development, predictive analytics, and enterprise systems integration within a regulated public-sector environment. The ideal candidate demonstrates strong technical proficiency, business acumen, executive communication skills, and the ability to lead high-impact analytics initiatives. Perform other duties as assigned. Experience Requirements • Minimum of 8–10+ years of progressive experience in business intelligence, data analytics, data engineering, or enterprise reporting, • Extensive experience designing and maintaining enterprise data warehouses, data marts, and scalable reporting solutions, • Advanced proficiency in SQL, data modeling, ETL processes, and database management systems, • Demonstrated expertise with BI and visualization platforms (e.g., Power BI, Tableau, or similar enterprise tools), • Experience developing executive-level dashboards, KPIs, and performance measurement frameworks, • Strong experience integrating data from ERP, HRIS, financial, operations, and other enterprise systems, • Proven ability to analyze large, complex datasets and provide strategic recommendations based on trends and predictive insights, • Experience implementing data governance standards, quality assurance protocols, and security controls, • Ability to translate business requirements into technical specifications and analytical solutions, • Experience leading cross-functional analytics projects in a large, complex, or highly regulated organization, • Strong understanding of data privacy, cybersecurity, and compliance considerations within a public-sector environment, • Experience within a public-sector, governmental, transportation agency environment, • Familiarity with performance metrics related to transit operations, capital planning, workforce analytics, or financial performance, • Experience with cloud-based data platforms (e.g., Azure, AWS, or similar environments), • Experience implementing predictive analytics, forecasting models, or machine learning solutions, • Certification in data analytics, business intelligence, or cloud data platforms, • Ability to work at a computer for extended periods, • Ability to analyze complex data models and reports for sustained periods, • Bachelor's degree in Data Analytics, Information Systems, Computer Science, Statistics, Business Analytics, or a related field, • Master's degree in Data Science, Business Analytics, Information Systems, or related field, • Professional certifications such as Microsoft Certified: Data Analyst Associate, Certified Business Intelligence Professional (CBIP), or equivalent, • Continuing professional education in advanced analytics, data engineering, or cloud architecture Drug screening, background, and reference checks are performed if required. Valid identification and reliable transportation are required. We are an E-Verify employer. We will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. Our employees are authorized to work in the United States.

Job DescriptionJob descriptionFinancial Advisor / Registered Representative / Agent Career Description: Financial Advisors help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies LLC and NYLIFE Securities LLC, our Financial Advisors offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products and impeccable service. Financial strategies may include but are not limited to: risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice.You will be in business for yourself - but never by yourself. Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 61 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2015. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep ®. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency Benefits:401(k)401(k) matchingDental insuranceDisability insuranceFlexible scheduleHealth insuranceHealth savings accountLife insurancePaid time offParental leaveProfessional development assistanceRetirement planTuition reimbursementVision insurance Schedule:Monday to FridayWeekends Supplemental pay types:Bonus payCommission pay

Job Description Type: • San Antonio, Texas – Onsite We are seeking a strategic and results-driven Compensation Program Manager to lead the design, implementation, and administration of comprehensive compensation programs within a large, complex metropolitan organization. This role is responsible for overseeing compensation strategy, classification structures, salary administration, market benchmarking, compliance, and workforce analytics to ensure competitive, equitable, and fiscally responsible pay practices. The Compensation Program Manager serves as a subject-matter expert and trusted advisor to executive leadership, Human Resources, and department leaders. This position requires deep expertise in compensation frameworks, public-sector regulatory compliance, job architecture, pay equity analysis, and enterprise HR systems. The ideal candidate demonstrates strong analytical capabilities, executive presence, sound judgment, and the ability to align compensation strategy with organizational goals and workforce planning initiatives. Perform other duties as assigned. Experience Requirements • Minimum of 8–10+ years of progressive experience in compensation analysis, program management, or total rewards, including leadership-level responsibility, • Extensive experience designing and managing salary structures, pay ranges, job classification systems, and compensation policies, • Demonstrated expertise conducting market benchmarking studies and analyzing competitive pay data within public-sector or large enterprise environments, • Strong working knowledge of federal, state, and local employment laws, including FLSA, Equal Pay Act, Title VII, and Texas labor regulations, • Experience performing job evaluations, compensation audits, pay equity studies, and classification reviews, • Proven experience managing organization-wide compensation programs in a large, complex, unionized, or highly regulated environment, • Experience developing and presenting compensation strategies and recommendations to executive leadership and governing boards, • Advanced proficiency in HRIS, ERP, and compensation management systems, • Strong analytical skills with the ability to interpret workforce data, financial models, and labor market trends, • Experience overseeing annual merit cycles, incentive programs, and budget-driven compensation planning processes, • Ability to ensure compliance with internal controls, governance policies, and regulatory requirements, • Experience within a public-sector, governmental, transportation, or metropolitan agency environment, • Familiarity with civil service systems, board-governed pay structures, or union compensation frameworks, • Experience supporting compensation strategy during organizational restructuring or workforce expansion, • Experience conducting total rewards assessments, including benefits and incentive plan integration, • Certification in compensation or total rewards (e.g., CCP – Certified Compensation Professional), • Ability to work at a computer for extended periods, • Ability to analyze complex compensation data and reports for sustained periods, • Bachelor's degree in Human Resources, Business Administration, Finance, Public Administration, or a related field, • Master's degree in Human Resources, Business Administration (MBA), Public Administration, Finance, or related field, • Certified Compensation Professional (CCP), SHRM-SCP, SPHR, or equivalent advanced HR certification, • Continuing professional education in compensation strategy, pay equity, workforce analytics, or employment law Drug screening, background, and reference checks are performed if required. Valid identification and reliable transportation are required. We are an E-Verify employer. We will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. Our employees are authorized to work in the United States.

Job Description JOIN Soarion Credit Union in 2026!! We take care of our people: Joining Soarion Credit Union is the career move to make in 2026! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays! Job Summary: The Senior Member Advisor serves as the lead service and operational expert on the financial center floor. This role is accountable for delivering exceptional member experiences, performing a full range of financial services, modeling service excellence, and supporting the growth of the financial center through strong relationship-building and proactive engagement. Senior Member Advisors lead by example in every interaction, demonstrating the credit union’s values, maintaining high operational standards, and providing peer coaching to ensure the entire team consistently meets all service, growth, and operational efficiency expectations. Supervisory Responsibilities: Does not have supervisory responsibilities. Work Location: This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management. Essential Functions & Responsibilities: Member Experience Ownership • Own the consistent delivery of exceptional member experiences within the financial center., • Personally greet and engage members with professionalism, energy, and a genuine commitment to meeting their financial needs., • Set the standard for personalized service, proactively identifying member needs and delivering tailored solutions., • Serve as the first level of escalation for member concerns, taking full ownership to resolve issues promptly and effectively without unnecessary handoff, ensuring outcomes that build trust and loyalty., • Perform all member service functions, including teller transactions, new membership openings, account maintenance, and origination of all types of consumer loans., • Flex across all service areas as needed to ensure efficient operations and meet member demand during peak traffic periods., • Maintain expert-level knowledge of credit union products, services, procedures and policies to confidently support a wide range of member needs and frontline staff., • Provide informal leadership on the floor by modeling exemplary service behaviors and operational best practices., • Coach Member Advisors in real time to strengthen their service delivery, transactional accuracy, and consultative skills., • Encourage and guide peers to adopt consistent, high-quality approaches to greeting, engaging, and assisting members., • Demonstrate initiative by identifying service or operational improvements and addressing them or escalating appropriately., • Oversee the day-to-day execution of frontline operations to ensure accuracy, efficiency, and adherence to all credit union policies and procedures., • Maintain audit-ready standards through diligent cash handling, balancing, documentation, and risk management practices., • Serve as the primary on-floor resource for operational questions and guidance, helping maintain consistent, compliant processes among the team., • Adapt quickly to changes in procedures, technology, or member needs while maintaining a positive, solutions-focused approach., • Build and sustain strong, trust-based relationships with members by actively listening, demonstrating empathy, and delivering thoughtful financial solutions., • Identify opportunities to deepen member relationships through cross-selling, referrals, and proactive outreach., • Meet personal goals and support the team in achieving theirs through coaching, focus, and collaboration on growth, engagement, and operational excellence., • Consistently demonstrate and reinforce the credit union’s values, mission, and service culture in all interactions with members and colleagues., • Promote an inclusive, respectful, and collaborative environment within the financial center team., • Maintain a positive, enthusiastic presence on the floor, helping foster an energizing and motivating atmosphere for both members and staff., • Actively participate in continuous improvement efforts by sharing ideas and feedback to enhance the member experience and operational efficiency., • Proven ability to deliver exceptional, personalized member service with a consultative, relationship-building approach., • Advanced knowledge of credit union products, services, policies, procedures, and compliance requirements., • Strong operational expertise in performing accurate teller transactions, opening new memberships, and originating all types of consumer loans., • Ability to serve as the on-floor resource for operational questions, demonstrating mastery of daily processes and risk controls., • Skilled in coaching and mentoring peers informally to reinforce service excellence, operational accuracy, and credit union values., • Effective communication and people skills to build trust and rapport with members and support a collaborative team environment., • Capacity to identify member needs proactively and deliver tailored solutions that support growth, product adoption, and engagement goals., • Commitment to upholding strict confidentiality, ethical standards, and maintaining an audit-ready work environment., • Ability to adapt to changing procedures, technology, and member expectations while maintaining a positive, enthusiastic, and professional demeanor., • High school diploma or equivalent required; associate’s degree in business administration, Finance, or a related field preferred., • 1–3 years of relevant experience in a financial institution or retail banking; credit union experience highly preferred with a strong understanding of member-first service., • Proficient in 10-key data entry by touch, ensuring speed and accuracy in transactions., • Demonstrated ability to operate standard office equipment and computer systems efficiently and accurately., • Excellent interpersonal, organizational, and telephone etiquette skills, with a professional and member-focused approach., • Effective communication skills, both written and verbal, with the ability to explain complex information clearly and confidently., • Solid working knowledge of PCs, including proficiency with word processing, spreadsheets, and Internet/intranet applications., • Primarily sedentary role, requiring the ability to remain seated and perform desk-based work for approximately seven (7) hours per day., • Ability to bend, stoop, walk, and navigate stairs for up to one (1) hour per day as needed to support member service and operational tasks., • Must be bondable., • Availability to work outside normal business hours or Saturdays, as needed.May be required to travel locally and work at other branches as needed. We are Committed to Equal Opportunity. Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our Know Your Rights: Workplace Discrimination is Illegal Poster reaffirms this commitment. Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at .

Job DescriptionController – Manufacturing Operations San Antonio, TX | Full-Time A growing manufacturing organization in San Antonio is seeking an experienced Controller to lead financial operations supporting its production environment. This role is ideal for a hands-on finance leader with a strong background in manufacturing accounting, cost analysis, and operational partnership. The Controller will serve as a key business partner to plant leadership, driving financial discipline, transparency, and performance improvement. Role Summary The Controller is responsible for overseeing all accounting and financial activities tied to manufacturing operations, including cost accounting, inventory controls, budgeting, and financial reporting. This position blends technical accounting expertise with strategic insight, supporting decision-making across production, supply chain, and executive leadership. Core Responsibilities Manufacturing Finance Leadership • Direct all accounting activities related to manufacturing operations in compliance with GAAP, • Ensure timely and accurate financial reporting at the plant and divisional levels, • Maintain strong internal controls and financial governance, • Lead month-end, quarter-end, and year-end close processes, • Own the cost accounting structure, including standards, bills of material, and labor and overhead allocation, • Analyze production variances and translate results into operational insights, • Partner with operations to improve cost visibility and drive margin improvement initiatives, • Lead annual operating budgets for manufacturing functions, • Develop forecasts and financial models to support capacity planning and strategic initiatives, • Monitor performance trends and provide actionable variance explanations, • Oversee inventory valuation, reconciliation, and reporting processes, • Ensure accurate accounting for raw materials, WIP, and finished goods, • Support cycle counts and physical inventories, • Identify opportunities to improve accounting workflows and reporting efficiency, • Implement scalable processes that support growth and operational complexity, • Partner on ERP and financial system enhancements or upgrades, • Lead and develop a manufacturing-focused accounting team, • Set performance expectations and provide ongoing coaching, • Build bench strength through training and professional development, • Work closely with plant leadership, supply chain, and operations teams, • Provide financial insight to support capital investments, production decisions, and process changes, • Act as a trusted advisor on the financial impact of operational initiatives

Job Description Group Health Benefits Advisor San Antonio, TX | Hybrid About PAX Financial Group PAX Financial Group is a San Antonio–based Registered Investment Adviser committed to helping families, businesses, and individuals manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuel generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy 6:17–19, we believe wealth is a responsibility, not just a resource. Our team blends technical excellence with a deep commitment to client service, behavioral finance, and values-based financial guidance. PAX is a values-driven organization with a professional, client-first environment. Our culture emphasizes integrity, respect, collaboration, accountability, and service. Many of our clients and partners value a relationship-focused, professional approach, and team members are expected to represent the firm in a manner that reflects these expectations while maintaining authenticity, professionalism, and mutual respect. If you’re looking to join a collaborative team where purpose, growth, and impact matter, we’d love to connect. Position Overview We are seeking a proactive and relationship-driven Group Health Benefits Advisor to acquire, service, and retain group health insurance clients while executing the workflows that ensure a seamless client experience. This role blends business development, benefits consulting, account management, and operational execution. The ideal candidate is comfortable building trusted relationships while managing details with precision — engaging with employers and Centers of Influence (COIs), consulting on benefit strategies, completing carrier and vendor requirements, and executing benefits workflows in alignment with firm standards. This individual plays a key role in supporting PAX’s group benefits clients and contributing to the firm’s long-term growth. Key ResponsibilitiesClient Acquisition & Relationship Management * Acquire and retain group health insurance clients while maintaining high satisfaction standards. * Conduct proactive outreach to COIs, networking partners, and prospective employer groups. * Refer group clients to the Advisory and 401(k) teams when planning opportunities arise. * Assess and validate employer needs on an ongoing basis. * Respond promptly to inbound inquiries via web, email, and phone. * Maintain accurate notes and documentation within Salesforce. Benefits Administration & Workflow Execution * Onboard new group clients and complete all carrier/vendor paperwork accurately and on time. * Manage benefits workflows in alignment with PAX standards and client expectations. * Collaborate with the Sales team, CSA Supervisor, and Resource Manager to ensure consistent service delivery. * Prepare accurate reports, renewals, quotes, and internal documentation. Service & Retention * Achieve business retention targets and support strategic account objectives. * Communicate product updates, compliance changes, and market trends to clients and internal teams. * Participate in ongoing professional development and industry education. * Stay current on regulatory updates and carrier offerings affecting employer-sponsored plans. Process Improvement & Cross-Functional Collaboration * Identify opportunities for workflow improvements and technology-driven efficiencies. * Partner with colleagues to refine processes and enhance the overall client experience. * Support smooth integration of benefits services within PAX’s broader client offerings. Qualifications Required * Active Texas Life & Health License * 2–5+ years of experience in group health insurance, employee benefits, or a related client-facing role * Strong understanding of group health plans, benefits administration, and carrier processes * Excellent verbal and written communication skills * Demonstrated ability to manage multiple deadlines independently * Strong organization, follow-through, and attention to detail * Comfortable networking, developing COIs, and generating new business opportunities * Proficiency with CRM systems (Salesforce preferred) Preferred Qualifications * Experience with benefits enrollment platforms, carrier portals, or HRIS systems * Familiarity with ICHRA structure, administration, and integration into employer benefit strategies * Understanding of ACA, ERISA, COBRA, and related regulatory requirements * Experience within a benefits consulting, brokerage, or advisory environment * Knowledge of group plan design, renewal cycles, and funding arrangements * Ability to analyze vendor offerings and assist clients with plan evaluation and selection * Awareness of trends across medical, dental, vision, life, and disability carriers * Preference for candidates comfortable sharing compliant, educational group health content as part of their professional presence Cultural Fit * You take ownership of your role and resolve challenges proactively. * You deliver consistent, reliable service with a relationship-focused approach. * You thrive in a collaborative, team-oriented environment. * You are aligned with PAX’s mission, values, and client-centered philosophy.

Job Description Join Farmers Insurance as an Insurance Agent in the Greater San Antonio Area! Farmers Insurance and District 47 are excited to invite passionate, entrepreneurial individuals to take the reins as an Insurance Agency Leader in the vibrant Greater San Antonio area. This unique opportunity allows you to build and lead your own agency while making a real impact on the community. As an Insurance Agency Owner with Farmers, youll receive comprehensive training and ongoing mentorship, ensuring youre fully equipped for success. We believe in fostering a supportive environment that helps you grow both personally and professionally. With our established local presence, youll be able to engage with clients directly and offer personalized insurance solutions that protect their future. As part of District 47, youll be part of a strong team thats committed to making a difference in the lives of our clients and in your career. Why Join Us? Entrepreneurial Opportunity: Take the lead in your own business, with the support and resources you need to succeed. Comprehensive Training & Mentorship: Our thorough training program and ongoing mentorship ensure you're well-prepared for success. Community Impact: Become a trusted advisor to individuals and families in Texas, guiding them through important life decisions. Professional & Personal Growth: Experience the rewards of growing your own agency while being part of a network that values collaboration and success. Ready to take the next step in your career? Apply now to join Farmers Insurance and start building a brighter future for yourself! Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Dental Insurance Vision Insurance Life Insurance Hands on Training Career Growth Opportunities Mon-Fri Schedule Evenings Off Increased Earning Potential District Support/Guidance Performance Based Destination Incentives 300% Bonus Opportunity Own Book of Business Responsibilities Agency Management: Oversee daily operations and manage staff. Set performance goals, track progress, and motivate team members. Implement strategies to improve operational efficiency and client satisfaction. Sales and Marketing: Develop and execute marketing strategies to attract new clients and retain existing ones. Build relationships with clients, identify their needs, and offer appropriate insurance products Monitor and analyze market trends to stay competitive. Promote cross-selling and upselling opportunities for existing clients. Financial Management: Manage the agencys finances, including budgeting, forecasting, and reporting. Set revenue targets, ensure profitability and manage payroll. Customer Service: Handle client inquiries to ensure high customer satisfaction. Resolve disputes and negotiate solutions to maintain positive relationships with clients. Ensure timely follow-up with clients to maintain long-term relationships. Networking and Business Development: Build partnerships with other businesses and community organizations to increase brand visibility. Analyze customer feedback and market trends to identify new opportunities. Reporting and Analytics: Track sales performance. Use data analytics to refine marketing and sales strategies. Requirements Experience: Several years of experience in the insurance industry, often in sales or management roles is recommended. Experience owning or managing a business is a plus. If you have no insurance experience, it's ok, we can train you! Education: High school diploma or equivalent. Licensing: Required insurance licenses (state-specific) for the products sold (e.g., life, property, casualty). Skills: Leadership and team management Strong sales and negotiation abilities Excellent communication and customer service skills Financial management and budgeting expertise Knowledge of industry regulations and compliance requirements Analytical and strategic thinking Personal Attributes: Entrepreneurial mindset Self-motivated and driven to grow the business Detail-oriented with strong problem-solving skills Adaptable and willing to embrace new challenges and market trends This role is ideal for someone who thrives in a leadership position, has a passion for sales, and is interested in running a business while helping people secure their financial future through insurance products.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-MS1 Powered by JazzHR q1nY8YwvQ5

Job Description Trust Officer Department: Argent Trust Supervisor: Market President General Job Description A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administration and business development of complex investment management and trust accounts. The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong leadership capabilities and a commitment to upholding the highest standards of fiduciary duty. Essential Duties • Develop and maintain relationships with clients, beneficiaries, and other interested parties, understanding their needs, goals, and governing documents., • Provide wealth planning advice and ensure trust product awareness and education for clients, and centers of influence., • Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios., • Drive business development, client retention, and service delivery to individuals, families, trusts, and foundations., • Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent., • Attend client meetings, document issues discussed, and coordinate follow-up actions., • Oversee the preparation of client meeting reports and materials., • Document client information and communications in client file., • Ensure proper account opening and closing procedures and review related documents., • Oversee account transactions and reporting, ensuring accuracy and compliance., • Manage risk and ensure compliance with all relevant company policies, procedures, and regulations., • Maintain understanding of governing instruments including trust agreements, wills, modification documents, etc. as applicable to client base., • Coordinate with fiduciary counsel to ensure administration aligns with governing documents., • Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements., • Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants, • Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities., • Represent the company in community organizations and activities to build brand awareness. 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, skills, and/or ability required. • 10+ years’ experience in financial services, investments, tax or trust and estate legal field, • Subject matter expert in Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration., • Expertise in the areas of financial planning and estate planning techniques., • Knowledge of investment products., • Excellent writing and presentation skills., • Demonstrated success working in team environment., • Ability to organize, complete multiple tasks within deadlines and complete accuracy., • Sales oriented, friendly and persuasive personality.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development We are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development. At Vrana Network, we are also deeply committed to giving back to our community. We proudly support organizations like Alexs Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas. If youre passionate about helping others, ready to rise to the challenge, and eager to join a team with a mission-driven culture, wed love to connect with you. Our thriving office is located: 17802 W I-10 Suite 114, San Antonio, TX 78257 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: • How long with NM? 23 years, • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Fernando Suarez, Managing Director:, • How long with NM? 40 years, • Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston., • Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry.Cathy Suarez, Associate Managing Director:, • How long with NM? 9 years, • Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits., • Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities.Chris Radliff, Growth and Development Director:, • How long with NM? 8 years, • Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development., • Passionate About? Being with his fiance, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching.Grisel Lopez, Growth and Development Director:, • How long with NM? 4 years, • Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description New York Life's Fast Track to Management Program is a premier career acceleration opportunity for high-achieving individuals with leadership aspirations. This program is designed to fast-track qualified candidates into a leadership role as an Associate Partner within 9-12 months. Candidates begin their journey as Financial Advisors, developing expertise in client relationship management, financial strategy, and sales. As milestones are met, qualified participants enter a six-month Associate Partner training track to prepare for management responsibilities. Compensation and Benefits Highlights: • First-Year Earnings Potential: $45,000 to $130,000+, • Performance Bonuses: Up to $5,000 for successful completion of FINRA licensing exams within the first year, • Full Benefits: Medical, dental, vision, life, and disability insurance, • Retirement Plans: 401(k) with match and a company-funded pension, • Build customized financial strategies for clients, including individuals, families, and business owners, • Educate clients on life insurance, retirement, investment, and estate planning options using NYLIFE and NYLIFE Securities products, • Cultivate long-term relationships by delivering consistent client value and advice, • Meet benchmarks in production and leadership to transition into the Associate Partner role, • Participate in New York Life’s robust training and leadership development programs, • Bachelor’s degree or equivalent professional experience, • Excellent communication, presentation, and interpersonal skills, • Strong work ethic and goal orientation, • Ability to work independently and manage time effectively, • MBA or equivalent graduate degree (completed within the past 24 months), • Prior experience in sales, financial services, or business ownership, • Previous leadership or management experience, • Currently licensed or willing to obtain: Life and Health Insurance License and FINRA SIE, Series 6 or 7, and Series 63About Company Founded in 1845, New York Life is a Fortune 100 mutual company known for financial strength, stability, and a long-standing commitment to clients. Through NYLIFE Securities LLC, we offer a wide range of investment products, including mutual funds, retirement accounts, and brokerage services. Our affiliate, Eagle Strategies LLC, provides personalized, fee-based financial planning and wealth management for high-net-worth clients. We foster a collaborative and inclusive culture where financial professionals are empowered to grow meaningful, client-focused careers backed by industry-leading resources and support.

Job Description Location: Hybrid (International) Travel: Frequent – Must be able to travel with 24 hours’ notice Compensation: USD $200K + Bonus + Commission Top-tier salary + all travel expenses covered Important: Read Before Applying This is not an academic, research, or entry-level policy role. We are seeking a senior professional with direct, hands-on experience working with governments, sovereign wealth funds, or government-related investment and financial institutions in the GCC region. Candidates without practical government or sovereign-level experience will not be considered. Role Overview We are appointing a senior-level advisor to act as a strategic liaison between European stakeholders and government or sovereign entities across the Gulf region. This role requires: • Real operational experience inside or alongside government, • Established relationships within sovereign or ministerial circles, • Strong geopolitical judgement, • Minimum 5–10 years senior-level experience, • Direct experience working:, • Inside a government ministry (GCC preferred), OR, • For a sovereign wealth fund, OR, • For a government-related investment authority, OR, • Within financial, trade, energy, defence, or commerce authorities, • Demonstrated professional experience working in Qatar, UAE, Bahrain, Kuwait, Oman and/or Saudi Arabia, • Proven exposure to decision-making environments at senior institutional level, • Experience managing relationships with:, • Sovereign wealth funds, • Ministries, • Government investment bodies, • Financial regulators, • Energy or defence authorities, • Fluent in Arabic and English (spoken, written, and reading at professional level), • Minimum Bachelor’s degree (Master’s preferred), • Ability to travel internationally within 24 hours’ notice, • Highly discreet, professional, and culturally aware, • Ability to manage high-level communications between European stakeholders and Gulf counterparts Applications that do not meet these criteria will not be considered. Additional Advantage • Fluency in additional languages beyond Arabic and English., • Established network within Gulf state regulatory or governmental bodies., • Existing relationships within GCC sovereign institutions, • Background in investments, finance, trade, defence, or energy sectors, • Experience managing politically sensitive cross-border matters, • Established credibility within government-linked entities Profiles We Are Seeking We are interested in professionals who have: • Worked at senior level within a GCC ministry, • Held roles in sovereign wealth funds (e.g., investment, strategy, international partnerships), • Operated in government-backed investment platforms, • Managed cross-border institutional or state-linked projects, • Served in senior advisory roles to ministers, boards, or sovereign institutions Profiles We Are NOT Seeking • Academic researchers without government operational exposure, • Entry-level policy analysts, • Construction or infrastructure project managers, • Real estate project managers, • Junior consultants without sovereign-level experience Core Responsibilities • Lead strategic engagement with government and sovereign stakeholders, • Navigate institutional processes within GCC entities, • Support cross-border investment and advisory discussions, • Prepare executive-level briefing materials, • Represent the organisation in high-level meetings when required, • Maintain strict discretion and professional integrity Application Requirement In your application, you must clearly state: • Government or sovereign entity you worked for, • Your level of seniority, • Nature of decision-making exposure, • Countries of operation Benefits Top-Tier Salary: (USD $ 200,000+ Annually) Plus Bonus a highly competitive compensation package. Full Expense Coverage: All business travel and logistical expenses are fully paid. Hybrid Environment: A flexible working model combining remote work with essential on-site presence. Professional Prestige: Work within a high-stakes, international professional environment at the intersection of European and Gulf commerce.

Job Description Join Farmers Insurance as an Insurance Agent in the Greater San Antonio Area! Farmers Insurance and District 47 are excited to invite passionate, entrepreneurial individuals to take the reins as an Insurance Agency Leader in the vibrant Greater San Antonio area. This unique opportunity allows you to build and lead your own agency while making a real impact on the community. As an Insurance Agency Owner with Farmers, youll receive comprehensive training and ongoing mentorship, ensuring youre fully equipped for success. We believe in fostering a supportive environment that helps you grow both personally and professionally. With our established local presence, youll be able to engage with clients directly and offer personalized insurance solutions that protect their future. As part of District 47, youll be part of a strong team thats committed to making a difference in the lives of our clients and in your career. Why Join Us? Entrepreneurial Opportunity: Take the lead in your own business, with the support and resources you need to succeed. Comprehensive Training & Mentorship: Our thorough training program and ongoing mentorship ensure you're well-prepared for success. Community Impact: Become a trusted advisor to individuals and families in Texas, guiding them through important life decisions. Professional & Personal Growth: Experience the rewards of growing your own agency while being part of a network that values collaboration and success. Ready to take the next step in your career? Apply now to join Farmers Insurance and start building a brighter future for yourself! Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Dental Insurance Vision Insurance Life Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Evenings Off 300% Bonus Opportunity District Support/Guidance Destination Incentives Performance Based Increased Earning Potential Responsibilities Agency Management: Oversee daily operations and manage staff. Set performance goals, track progress, and motivate team members. Implement strategies to improve operational efficiency and client satisfaction. Sales and Marketing: Develop and execute marketing strategies to attract new clients and retain existing ones. Build relationships with clients, identify their needs, and offer appropriate insurance products Monitor and analyze market trends to stay competitive. Promote cross-selling and upselling opportunities for existing clients. Financial Management: Manage the agencys finances, including budgeting, forecasting, and reporting. Set revenue targets, ensure profitability and manage payroll. Customer Service: Handle client inquiries to ensure high customer satisfaction. Resolve disputes and negotiate solutions to maintain positive relationships with clients. Ensure timely follow-up with clients to maintain long-term relationships. Networking and Business Development: Build partnerships with other businesses and community organizations to increase brand visibility. Analyze customer feedback and market trends to identify new opportunities. Reporting and Analytics: Track sales performance. Use data analytics to refine marketing and sales strategies. Requirements Experience: Several years of experience in the insurance industry, often in sales or management roles is recommended. Experience owning or managing a business is a plus. If you have no insurance experience, it's ok, we can train you! Education: High school diploma or equivalent. Licensing: Required insurance licenses (state-specific) for the products sold (e.g., life, property, casualty). Skills: Leadership and team management Strong sales and negotiation abilities Excellent communication and customer service skills Financial management and budgeting expertise Knowledge of industry regulations and compliance requirements Analytical and strategic thinking Personal Attributes: Entrepreneurial mindset Self-motivated and driven to grow the business Detail-oriented with strong problem-solving skills Adaptable and willing to embrace new challenges and market trends This role is ideal for someone who thrives in a leadership position, has a passion for sales, and is interested in running a business while helping people secure their financial future through insurance products.

Job Description Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the San Antonio area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications: • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred, • Securities registrations – Series 7, 65 & 66 preferred, • Life & Health Insurance Licenses, • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills: • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)), • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents, • Territory management and business development, • Relationship building, • Full access to the Voya brand, • Access to existing client base, • Wide array of financial products, • Technology and systems to enable you to efficiently manage your clients’ financial information and plans, • Turnkey marketing services, • Transition assistance, if applicable, • Competitive base salary + commissions Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Job Description About the job Job description: Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Financial Planning - Asset & Income Protection - Education Funding - Insurance Planning - Investment & Advisory Services - Trust Services - Retirement Solutions - Planning for Business owners Why NM in San Antonio? In San Antonio there is a huge opportunity for growth within Northwestern Mutual. In most major cities, Northwestern Mutual has a 8-10% market share in it's target client market. In San Antonio, NM is currently at less than 1%. Which leads to a MASSIVE opportunity for growth and to be able to make a impact on a community who needs our help! Leadership Growth Opportunities in San Antonio: Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team of advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations! As a Northwestern Mutual Financial Representative/Planner: 1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends., 2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning., 3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations., 4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. Compensation & Benefits · Commission structure to support early development · Recurring income stream · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning and more than just a 9-5 role · Legal authorization to work in the US Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! Why join Northwestern Mutual: · #90, Fortune 100 company (2022) · Forbes' Best Employers for Diversity (2018-2020) · Top 5 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $224 billion3 (retail investment client assets held or managed) Job Type: Full-time When you retire from the firm, you get to sell your book of business as well! Benefits: • Employer funded pension AND deferred compensation plan, • Dental insurance, • Health insurance, • Life insurance, • Parental leave, • Disability insurance, • Vision insurance, • Matching gift program, • Tuition reimbursement, • Many other benefits on top of these as well Physical setting: • Primarily in the office, with the ability to work remotely once established Schedule: • Monday to Friday(you can work on weekends if you want to) Education: • Bachelor's (Required) Ability to Commute: • San Antonio, TX (Required) Work Location: In person

Job Description At Vrana Network - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas. We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our values of innovation, gratitude, excellence, and transparency shape every interaction and decision we make, fostering a culture of growth, collaboration, and unwavering dedication to our clients. We are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development. At Vrana Network, we are also deeply committed to giving back to our community. We proudly support organizations like Alex’s Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas. If you’re passionate about helping others, ready to rise to the challenge, and eager to join a team with a mission-driven culture, we’d love to connect with you. Our thriving office is located: 17802 W I-10 Suite 114, San Antonio, TX 78257 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: • How long with NM? 23 years, • Prior to? Farmer. Started at NM in college through the internship program., • How long with NM? 40 years, • Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston., • How long with NM? 9 years, • Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits., • How long with NM? 8 years, • Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development., • How long with NM? 4 years, • Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures. As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Company DescriptionAt Vrana Network - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas. We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our values of innovation, gratitude, excellence, and transparency shape every interaction and decision we make, fostering a culture of growth, collaboration, and unwavering dedication to our clients. We are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development. At Vrana Network, we are also deeply committed to giving back to our community. We proudly support organizations like Alex’s Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas.At Vrana Network - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas. We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our values of innovation, gratitude, excellence, and transparency shape every interaction and decision we make, fostering a culture of growth, collaboration, and unwavering dedication to our clients.\r\n\r\nWe are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development.\r\n\r\nAt Vrana Network, we are also deeply committed to giving back to our community. We proudly support organizations like Alex’s Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas.

Job Description Bilingual Sales Program Advisor DEPARTMENT: Care Center Sales REPORTS TO: Care Center Sales Manager FLSA: Non-Exempt (Hourly + Commission) Hours of Operation: Monday-Friday, 7am-8pm; 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 • Bilingual proficiency in English and Spanish required., • 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. 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 JOIN Soarion in 2026!! We take care of our people: Joining Soarion Credit Union is the career move to make in 2026! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays! Role: Reporting to the Member Experience Manager, the Member Engagement Advisor provides member service that exceeds our members' expectations, assists members with all aspects of member service while processing requests via telephone, chat, fax, and e-mail for account information and support, to perform transactions, and support the overall operations of the contact center. Identifies members' financial needs and offers Soarion Credit Union products and services to fulfill our members' needs. Work Location: This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management. What you will be doing: • Handle a large volume of member contacts in an efficient manner., • Efficiently identify member needs, research issues, and provide first-call resolution by providing solutions., • Take ownership of member requests from initial contact through follow-up, if needed., • Identifies cross-sell opportunities and cross-sells services to members., • Meet daily qualitative and quantitative metrics for self and team to achieve all service, productivity, quality, and sales objectives., • A high school education or GED., • At least one year of similar or related experience., • Excellent interpersonal, organizational, and telephone etiquette skills. Strong workflow and communication skills (both written and oral). Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our equal employment opportunity policy statement, pay transparency nondiscrimination agreement, and the Know Your Rights: Workplace Discrimination is Illegal Poster reaffirm this commitment. Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at .

Job DescriptionTechnologically proficient financial planning professional with expertise in complex entity structures, advanced tax law and integrated planning for closely held businesses and high-net-worth clients. This role blends client service with paraplanning responsibilities, managing clients’ living financial plans from data gathering through implementation while serving as a primary point of contact for client requests. The ideal candidate brings strong analytical skills, evaluating tax returns, financial statements and entity structures to identify planning gaps and opportunities. Responsibilities include preparing meeting materials, maintaining current client plans and assisting in the implementation of sophisticated tax, estate, succession and liquidity strategies that align business and personal objectives. Working collaboratively with advisors, investment professionals, CPAs and attorneys, this role contributes to comprehensive, client-focused solutions and supports the development of scalable planning frameworks and resources that promote firmwide excellence. Salary - $65,000 - $80,000 Perks • Health, dental, and vision insurance; group life and LTD insurance, • 401(k) retirement plan, • Paid time off and paid holidays, • Professional development support, including assistance with licensing, designations and continuing educationMinimum Requirements, • Bachelor’s degree in Finance, Business, Economics or a related field, • 1–3 years of experience in financial services, wealth management or a client-facing professional services role, • Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment, • Excellent written and verbal communication skills with a professional, client-focused presence, • Detail-oriented with a high standard for accuracy in data entry, documentation and follow-through, • Proficiency in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint), • Tech-savvy with the ability to quickly learn and navigate web-based platforms, • Ability to attain and maintain required licensing, • Experience at an RIA, multi-family office or financial planning firm, preferred, • Familiarity with financial planning software (RightCapital, eMoney, MoneyGuidePro or similar), preferred, • Experience with CRM platforms, particularly Salesforce, preferred, • Exposure to custodial platforms (Fidelity Wealthscape, Schwab Advisor Center), preferred, • Experience with portfolio management or reporting platforms (Advyzon, Orion or similar), preferred, • Knowledge of insurance products (life, disability, long-term care) and the quoting/underwriting process, preferred, • CFP candidacy or interest in pursuing professional designations, preferred, • Ability to complete a comprehensive background check and hold valid driver licenseExpectations, • Gathers quantitative client data (income, assets, liabilities, insurance, estate documents, tax returns) and organizes for planning analysis., • Inputs client data into RightCapital and other planning software; builds preliminary plan scenarios under advisor direction., • Develops initial strategy recommendations based on data analysis, then collaborates with advisors and the broader team to refine and finalize strategies., • Coordinates with clients’ CPAs, attorneys and other advisors to gather necessary information, confirm details and support planning initiatives., • Uses multiple software platforms to build, stress-test and present comprehensive financial plans., • Develops implementation plans for approved strategies and executes all associated planning tasks and action items., • Prepares client-facing presentations, meeting agendas, and supporting materials reflecting current data, projections, and actionable recommendations; ensures plans are updated ahead of meetings., • Supports the insurance planning process by running preliminary quotes, gathering underwriting information and coordinating with the firm’s insurance support team through implementation., • Continuously maintains and updates each client’s financial plan, tracking changes in income, expenses, goals, tax circumstances and life events., • Proactively identifies optimization opportunities across planning areas and bring recommendations to the advisory team., • Serves as the primary point of contact for client service requests, delivering timely, professional and proactive communication., • Extracts action items from meeting notes, documents in Salesforce and ensures follow-through on every task., • Oversees post-meeting workflows by documenting outcomes, assigning tasks and ensuring completion., • Builds and maintains strong client relationships with a white-glove service mindset., • Processes investment onboarding paperwork, asset movements, transfers and rollovers., • Submits and tracks service requests with Fidelity and Schwab custodial teams; coordinates to resolve account inquiries and facilitate processing., • Processes RMDs, systematic distributions and other recurring account servicing tasks., • Cross-train on investment operations workflows to ensure continuity and coverage across the team., • Builds and maintains Standard Operating Procedures (SOPs) for client service, planning and implementation workflows., • Maintain accurate and up-to-date client records in Salesforce, ensuring data integrity across all platforms., • Contributes to firm-wide projects aimed at improving the client experience, operational efficiency and scalability., • Performs other duties, tasks and special projects as assigned.The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, education verification and drug test. Interested candidates should submit their resume, with salary requirements, via our career portal on our website at or contact us directly at (210) 679-4879 with any questions. Equal Employment Opportunity Employer M/F/D/V

Job Description About Taubman Financial Management: Taubman Financial Management is an established organization built on vision, integrity, and a commitment to serving families at the highest level. Our mission is simple: to help people protect what matters most—and to leave every individual better than we find them. We take a modern, professional approach to the insurance industry by combining advanced technology, streamlined systems, and genuine human connection. This allows us to deliver an efficient, empowering experience for both our clients and our advisors. No cold calling. No chasing. You will work exclusively with individuals and families who have already requested information or assistance regarding their insurance needs. About the Role: This is not a traditional sales position. This role is best described as a consultative, client-service-focused advisor position. The clients you work with have already expressed interest in coverage or requested information. Your role is to guide them through their options, answer questions, and help them enroll in the coverage they requested. You will meet with individuals and families virtually (via Zoom or phone), ensuring they understand their options and feel confident in their decisions. This is a 1099, performance-based role with structured training, mentorship, and clearly defined advancement pathways. Key Responsibilities: · Learn and follow proven company systems to deliver a high-quality client experience · Follow up with warm leads and prior client inquiries · Conduct virtual client meetings via Zoom or phone · Educate clients using a consultative, service-first approach · Help clients enroll in coverage they have requested · Maintain clear, professional, and timely communication · Collaborate with team members to ensure consistent client support · Meet performance benchmarks to unlock growth opportunities · Participate in weekly virtual training and professional development · Build and maintain long-term client relationships using company-provided and self-generated leads Qualifications: · 3+ years of experience in sales, customer service, or a related field preferred · Strong verbal and virtual communication skills · Comfort with technology and modern digital tools · Excellent time management and organizational skills · Professional, dependable, and service-oriented · Coachable mindset with a willingness to learn and improve Requirements: · Flexible availability, including some evenings or weekends · Reliable smartphone, computer, and internet access · Ability to pass a background check · Ability to complete contracting requirements · Active Life & Health Insurance License or willingness to obtain one with support Compensation & Growth: · Commission-based compensation (1099) · Performance bonuses and incentive opportunities · Clear advancement and leadership development pathways · Annual company trips for qualifying producers · Discounted personal insurance coverage options Compensation is based on individual performance and production. No income is guaranteed, and results vary based on effort, consistency, and market conditions. Licensing Support If you do not currently hold a Life & Health Insurance License, Taubman Financial Management provides guidance, resources, and support to help you obtain it—often within 7–10 days, depending on individual effort and state requirements. Final Note This role is ideal for professionals who enjoy helping people, value structure and accountability, and are comfortable with performance-based growth. If you are seeking hourly pay or a traditional W-2 position, this role may not be the right fit. If you’re looking for a consultative, service-driven opportunity with long-term upside, we’d welcome the conversation.

Job Description Company Overview: Executive Financial Partners is growing, and we're looking for professionals who want a career with purpose. We provide supplemental health insurance that helps families, individuals, and businesses prepare for life's unexpected challenges. Our reputation is built on integrity, results, and protecting what matters most. Position Description: As an Insurance Sales Representative, you'll build relationships, identify client needs, and deliver solutions that make a real impact. We're looking for disciplined, focused individuals with a strong work ethic. Sales experience is a plus, but not requiredwhat matters most is your drive to learn and perform at a high level. Here, success is measured by both performance and the difference you make for clients. We offer professional development, growth opportunities, and a compensation structure that rewards results. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job DescriptionDescription: Are you interested in a career in the fun, exciting, yet stable field of civil engineering? DCCM takes pride in our exceptional staff and considers our team critical to the company’s success. Providing professionals with the tools and training they need to achieve excellence in their career is key to employee engagement and productivity. Our goal is to foster a work environment that attracts top talent, inspires innovation, and renders excellence in service to our clients. We are seeking a highly skilled and experienced Project Manager to oversee a diverse portfolio of transmission and distribution projects. This role offers an exciting opportunity to lead complex initiatives from inception to completion, ensuring they are delivered safely, efficiently, and within budget. The ideal candidate will be responsible for managing project scope, schedules, and budgets while fostering strong client relationships, maintaining compliance with safety and regulatory standards, and upholding high-quality standards across all projects. What you will do: • Effectively communicate project information to clients, regulators and key stakeholders, • Develop relationships with clients; become trusted advisor, • Establish and maintain a strong technical delivery model across all functions in the department that is agile to changing customer requirements, • Ensure successful delivery of high-quality products and services to customer on time and on budget, • Ensure strong project management acumen throughout the department and contribute to that capability across the contract, • Performs project reviews to monitor quality of service to the client. Provide project updates and decision items, • Provides front-line quality control of the Company’s services for scope, schedule, safety, and client satisfaction, • Assists the client with investigating issues that arise on projects, gathering and analyzing data to develop recommendations, • Act as a technical resource for Company and Client, • Represent the company at various meeting and attend trainings and events as required, • Lead effectively in a highly dynamic environment with competing priorities, • Manage resources and staff to project timelines and budget, • Assume responsibility for the successful delivery of products and services within the department, and high satisfaction and performance of department employees, • Manage assigned personnel to include workload and timesheet approval. Assign and manage the progress for all projects through final acceptance, • Ensures all employees are properly trained and equipped and have necessary certifications to perform project requirements, • Other duties as assigned Who you are: You are a strong leader who inspires and guides teams while aligning all project efforts with broader organizational goals. I prioritize client relationships, ensuring their needs are understood and met through effective communication and collaboration. With a proactive problem-solving approach, I effectively navigate technical and logistical challenges and make timely, informed decisions under pressure. I am also highly committed to promoting and enforcing a culture of safety in every aspect of my work. What you bring: • 3-5 years’ direct experience working on designing, planning, and reviewing electric power distribution systems, • Staff management experience preferred, • Knowledge of applicable material testing methods, processes, and procedures; and oversees the construction operations, • Thorough knowledge and understanding of electric distribution design practices and standards, • Valid driver’s license, • Related local experience preferred, • Ability to collaborate with company team comprised of professional engineers, • Ability to manage financial and personnel resources to achieve organizational goals, • Ability to effectively supervise professional, administrative, and technical employees; and plan, assign, direct, coordinate and review their work, • Flexibility to travel to construction sites for extended periods and work outside of normal business hours, • Complex data interpretation skills The things about us you will appreciate! Our comprehensive benefit package includes the following: • Three medical plan options (2 PPOs and a HDHP), • Dental & vision plans, • Company-paid group life, short and long-term disability insurance, • Voluntary Life Insurance, • Flexible and Dependent care spending accounts, • Additional Supplemental plans (Critical Illness, Hospital Indemnity, Accident), • 401(k) with company match, • Paid Time Off (PTO) which starts accruing upon hire, • 10 Paid Holidays #LI-MR1 Requirements:

There's power in partnership.. You're the kind of person who loves solving problems and building relationships - and that's exactly what makes you essential to our branch teams. As a Branch Office Administrator at Edward Jones, you'll be the first voice clients hear and the trusted resource they rely on. We'll give you the tools, training, and support to make a meaningful impact every day - on your clients, your team, and your future. Job Overview Position Schedule: Full-Time Branch Address: 9311 San Pedro Ave Suite 1430, San Antonio, TX This job posting is anticipated to remain open for 30 days, from 18-Feb-2026. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events You can also expect... • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone's different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being, • Full-time Associates receive the following benefits:, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $21.38 Hiring Maximum: $23.14 Skills/Requirements What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that help families, individuals, and small businesses prepare for life's unexpected challenges. Our team is built for driven professionals who take pride in their work, embrace challenges, and are committed to making a meaningful impact for their clients. We value discipline, results, and integrity, offering a career where your efforts directly shape your success. Position Description: As a Direct Sales Representative, you'll take ownership of your territory by building relationships with business owners and individuals, understanding their needs, and delivering tailored insurance solutions. You'll have access to comprehensive training, proven strategies, and ongoing support to help you excel. This role is ideal for individuals who: * Are self-motivated and results-oriented * Thrive in a fast-paced, goal-driven environment * Take pride in delivering value and building long-term client relationships Your success will be measured by your performance and the difference you make for your clients. This is a career for someone ready to take control of their own results, grow professionally, and make a real impact in the communities they serve. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Join Tenet Healthcare as a Physician Advisor and Drive Meaningful Change (ON SITE) Come to San Antonio, TX and take your career to the next level! Tenet Healthcare is seeking a board-certified physician to join our leadership team. This is an ON-SITE, full-time position. While experience as a PA is preferred, candidates with a strong desire to succeed will be considered. In this pivotal role, you’ll influence utilization management, documentation integrity, and physician education to improve patient care and hospital performance. What You’ll Do • Review cases for appropriate Level of Care and monitor observation stays, • Educate physicians and committees on utilization and documentation best practices, • Lead daily huddles, complex case conferences, and peer education, • Chair the Utilization Management Committee quarterly, • Manage payer denials, including peer-to-peer reviews, • Partner with CDI/HIM teams to improve documentation quality, • Partner with administration in reducing financial risks associated with denials as a result of unnecessary or preventable services and extended lengths of stay What We’re Looking For • Experience as a physician leader in a large system/hospital/integrated delivery system or leader of a large department, • MD or DO with current Texas license or ability to attain, • Board certified in specialty recognized by the American Board of Medical Specialties, • Reputation as an excellent clinician with a minimum of 5 years of experience in a hospital setting, • Strong communicator, respected among peers, • Data-driven mindset with measurable impact on outcomes, • Organized, collaborative, and effective with time management, • On-site, full-time presence What We Offer • Competitive compensation package including performance incentive, • Encouraged time off with coverage provided, • Generous benefit package including 401(k) match, CME, health, and PTO benefits, • Relocation assistance provided, • Ongoing training with access to personal performance metrics, • Cost coverage for National PA Prep Course & Certification Exam, • Connection to the best experts across Tenet’s expansive hospital network About the Area • No state income tax, • The city is projected to welcome 1.1 million new residents by 2040 and demographically represents what the US will look like in the future., • Professional sports — San Antonio Spurs (NBA), San Antonio Missions baseball (MiLB), San Antonio FC soccer (USL), San Antonio Brahmas (XFL), and the annual Stock Show & Rodeo. For immediate consideration, please submit CV. Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status.

Introduction Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way. Overview Your Way Insurance is a people-first organization built on compassion, integrity, and service. Our greatest strength lies in our talented and driven team, dedicated to helping seniors find Medicare plans that truly fit their needs, the right way. Through our one-stop shopping experience, we make it easy to compare top national health insurance carriers and choose coverage with confidence. Now part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll join a network of professionals committed to empowering individuals, businesses, and communities to thrive. Whether you're supporting clients directly or contributing behind the scenes, you'll be part of a culture defined Your Way: shared values, excellence, and a passion for doing what's right. We believe every candidate brings something unique to the table, including you. This is a remote position located anywhere in the United States. An application with us takes only 3 minutes! How you'll make an impact • Conduct personalized needs analyses for customers to understand their Medicare., • Walk customers through various Medicare plan options and help them make informed decisions., • Enroll customers into the best-fitting Medicare plan, ensuring a seamless and efficient process., • Provide exceptional customer service by addressing inquiries and concerns promptly and professionally., • Stay up to date with the latest Medicare regulations and industry trends to provide accurate information to customers., • Comprehensive Training: Benefit from a multi-week training and on-boarding process to equip you with the knowledge and skills required to excel in your role., • Licensing Support: We provide paid insurance licensing to help you kick-start your career as a Medicare Consultant., • Inbound Calls: Enjoy working with pre-qualified leads through inbound calls, eliminating the need for cold calling., • Incentives and Contests: Take part in various contests and incentives to boost your performance and earn additional rewards., • Residuals: Start earning residual income from Year 1, providing ongoing financial stability., • Flexible Hourly Rate starting at $21.00 depending on experience, • $30-$100 bonus per sale Required: High School diploma or equivalent. Bachelor's degree preferred. Minimum 6 months experience as a Licensed Medicare Advisor. Must have health licensed obtained in resident state prior to start and in good standing. Ability to work overtime as business needs required. • Demonstrated commitment to customer service and customer satisfaction., • Exceptional verbal communication skills can explain complex information clearly, • Empathetic and compassionate approach towards customers, ensuring a supportive environment throughout the consulting process., • Results-oriented attitude with a strong drive to succeed and exceed sales targets. We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program We value inclusion and diversity ___ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Job DescriptionThe Chief Operations and Financial Officer (COFO) provides strategic and hands-on executive leadership across all operational and financial functions of the firm. Key responsibilities include playing a pivotal part in driving operational discipline and efficiency within a fast-paced, project-centric environment. The COFO oversees accounting, human resources, marketing, business development and critical infrastructure systems. The COFO is accountable for ensuring the dissemination and analyzation of financial reports, forecasts and key performance metrics to executive leadership and participates in annual budgeting and long-range financial planning efforts while monitoring performance against targets and recommending corrective actions as needed. Establishes and enforces internal controls, risk management practices and compliance with regulatory and contractual requirements. Oversees operational improvement initiatives, evaluates business systems and workflows, partners with leadership to scale operations efficiently as the firm grows and promotes a company culture that encourages top performance and high morale. Serving as a key advisor to the CEO, Principals and Project Managers, the COFO supports informed decision-making across the organization. This position ensures all business processes and financial strategies align with sustainable growth, competitive pricing and the timely delivery of profitable, high-quality engineering design services. The COFO brings strong financial acumen, a proven ability to optimize systems and processes and a collaborative leadership style. Salary - $160,000 - $190,000 Working Hours • M 8:00 am – 5:30 pm, Onsite, • T 7:30 am – 5:30 pm, Onsite, • W 7:30 am – 5:30 pm, Onsite, • T 7:30 am – 5:30 pm, Onsite, • F 7:30 am – 12:00 pm, Onsite Holidays - Nine (9) Paid Holidays Training - Paid Professional Development and CEUs Culture - Family First, Classic Casual Perks • 100% Paid Employee Medical, • 50% Paid Employee Dental and Employee Vision, • 100% Paid Employee Life, Short-Term and Long-Term Disability, • 401(k) with Employer Match Minimum Requirements • Bachelor’s degree in Operations Management, Business Administration, Economics, Finance or a related field, • Master’s degrees in Business Operations of, • 15+ years progressive operations experience and/or organizational leadership., • 5+ years demonstrated experience in a senior leadership or executive role for growth-oriented organization., • Excellent analytical and problem-solving abilities, with keen attention to detail., • Strong communication and interpersonal skills, able to collaborate with project teams and clients., • Ability to manage multiple projects, prioritize tasks and meet deadlines under pressure., • Industry experience related to consulting with engineering design, construction management or another project based professional services firm., • Valid Texas Driver’s License with acceptable Motor Vehicle Record (MVR) and background check is required. Expectations • Partners with the CEO and Principals to shape financial strategy, annual planning and long-term growth objectives and translates business strategy into actionable operational plans across all departments., • Evaluates business opportunities, including service-line expansion, geographic growth, joint venture partnerships and selective acquisitions., • Manages finance team to ensure timely billing, clear work-in-progress tracking, accurate project costing, vendor payment, G/L management, payroll review and month-end close., • Responsible for production of accurate and timely monthly/quarterly financial statements by Finance Team in compliance with GAAP., • Assists with development of financial dashboards and reports tailored for: CEO, Principals, Project Managers and Department Leads., • Monitors critical Key Performance Indicators (KPIs) for the firm including: net revenue, labor utilization rate, net labor multiplier, work in progress and accounts receivable aging, backlog health, overhead rate and indirect labor, and project gross margin., • Provides strategic insight into firm-wide financial health and department-level performance., • Participates in and offers recommendations to maintain robust cash flow forecasting and ensures liquidity for operations, staffing and technology investments., • Partners with Project Accounting Specialist and Project Managers to develop realistic budgets and fee structures, track labor hours and expenses, implement scope management, improve project forecasting accuracy, maintain timely delivery dates for deliverables and reduce project overruns., • Collaborates with business development to develop competitive, client-focused proposals., • Leads regular operational meetings on project status, risk management and resource allocation., • Collaborates with Human Resources on talent acquisition, talent development, performance management, skills mapping, employee relations and training needs., • Leads development and refinement of standard operating procedures and automations to improve major workflows, streamline processes, advance internal communications and align document organization., • Reviews client and vendor agreements for acceptable fee terms, payment provisions, retainage, indemnity, limitation of liability and subcontractor flow-downs., • Ensures and maintains adequate insurance coverage including: professional liability, cyber and general liability., • Oversees timely filing and management of corporate filings, registrations, certifications and documentation relevant to operations., • Administers and optimizes Deltek VantagePoint to improve financial process efficiency and ensure data integrity., • Fosters a culture of service, technical excellence, accountability, responsiveness and collaboration., • Performs other duties, tasks and special projects as assigned. The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, education verification and drug test. Interested candidates should submit their resume, with salary requirements, via our career portal on our website at or contact us directly at (210) 679-4879 with any questions. Equal Employment Opportunity Employer M/F/D/V

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This employment opportunity at TruStage located at Pentagon Federal Credit Union in San Antonio, TX would allow you to join Pentagon Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financ

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

Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years). Becomin

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. The Private Wealth Banker IV is primarily responsible for making and servicing commercial and individ

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a financial advisor. Merrill Experienced Financial Advisor. Merrill's financial advisors help clients pursue the life they envision through a personal relationship commit

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

As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified