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Job DescriptionJob Title:Automotive Sales Consultant Company: Easterns Automotive Group Location: DC, Baltimore Metro Areas Easterns Automotive Group is on the search for a forward-thinking and dedicated Automotive Sales Consultant who is passionate about revolutionizing the car-buying experience. We are a leading multi-location certified pre-owned automotive retailer, striving for unparalleled customer experiences, both digitally and in-store. Our mission is to be the premier choice for automotive purchases in the DC and Baltimore metro areas. Benefits: When you become a part of Easterns Automotive Group, you are not just joining a team but becoming part of a family that values your well-being and professional growth. The benefits we offer include: • Health & Dental Insurance: Comprehensive coverage to ensure you and your family’s well-being., • Vision Insurance: For your eye care needs., • Life & Disability Insurance: Financial security for you and your family., • Health Savings Account: For additional health care flexibility., • 401(k) Matching: Aiding you in securing a robust financial future., • Paid Time Off & Parental Leave: Because life happens outside work too., • Flexible Schedule: We prioritize work-life harmony., • Paid Training & Tuition Reimbursement: For your continuous personal and professional development., • Employee Discounts: Exclusive discounts on vehicles and services as a token of our appreciation. Responsibilities: In your role as an Automotive Sales Consultant, you'll be responsible for: • Consultative Selling: Provide specialized and accurate information about our range of vehicles, acting more as a trusted advisor than a traditional salesperson., • Customer Relationship Building: Turn visitors into loyal, satisfied customers through exceptional interpersonal skills and a customer-centric focus., • Digital Interaction: Utilize digital tools to enhance the customer’s shopping experience., • Follow-ups & Problem Solving: Schedule regular customer interactions while proactively solving any issues that arise, thereby elevating the customer experience., • Team Collaboration: Work cohesively with team members to meet sales goals while contributing to a positive, customer-focused environment. Qualifications: Our ideal candidate will: • Be Empathetic: Exceptional ability to listen and understand customer needs., • Be Digitally Savvy: Comfortable with CRM tools and digital platforms to improve the customer experience., • Show Adaptability: Ability to adjust strategies and tactics in a fast-paced environment., • Demonstrate Ethical Practices: Uphold the highest standards of honesty and transparency., • Be Highly Organized: Excellent organizational skills to manage multiple tasks., • Have a Passion for Cars: Genuine enthusiasm for vehicles and a keen willingness to keep learning., • Fluency in English: Proficiency in an additional language, particularly Spanish, is a significant plus., • Hold a Valid Driver's License: Because you'll need to know our products intimately., • Educational Credentials: A Bachelor’s degree is a plus. If you're driven by a passion to transform the car-buying journey into an exceptional customer experience, we invite you to join Easterns Automotive Group. We look forward to the unique perspective and energy you will bring to our dedicated team! Full Time

Job Description Director, Education Business Development HumRRO is a nonprofit research and consulting firm focused on "all things assessment" across the talent management, educational measurement, research, evaluation, employee development, career planning, and leadership domains. We have a unique opportunity for a person with (a) deep knowledge of and experience with education research, evaluation, and measurement trends, best practices, and contracting across state, Federal and other sectors; (b) a strong, diverse network; and (c) a track record of building opportunities and partnerships to expand our education work as a Business Development (BD) Director. The ideal candidate would also have strong technical and managerial skills in one or more of our education-related lines of work (e.g., evaluation, research and validity studies, alignment, psychometric and quality assurance services, and scoring and equating) to support project and consulting activities. HumRRO's BD team takes a proactive approach to growing our work and client base, and we are seeking a BD Director to perform the following: • Lead the formation, execution, and maintenance of a BD strategy for our education line of business, consistent with HumRRO's overall strategic goals and priorities,, • Lead HumRRO's technical work by serving as a project director, advisor, or team member on projects within the education domain,, • Help HumRRO grow our work in emergent educational domains, including AI applications (e.g., personalized testing, student instruction, educator professional development), and areas leveraging HumRRO's strengths (e.g., certification, career exploration, skill development, college and career readiness), • Screen potential business opportunities by analyzing the match between HumRRO's capabilities and client requirements, the availability of potential partners, our competitive position, and possible strategic and financial benefits,, • Conduct outreach by creating opportunities to talk with potential clients and expand their perceptions of HumRRO,, • A strong track record of leading business development efforts that lead to targeted, significant new client relationships; expanded capabilities; and/or productive partnerships,, • Extensive knowledge of and experience with a diverse range of funding sources, including grants and foundations, and contracting vehicles, options, and strategies,, • A graduate degree in a field related to education and/or social science research and evaluation (e.g., educational assessment and measurement, educational leadership, educational policy, organizational psychology, educational psychology, educational technology); Ph.D. preferred,, • A significant amount of post-graduate level experience (15+ years) managing a portfolio of project work that yields a large, diverse professional network,, • Technical credibility around solving challenges related to educational research, evaluation, and measurement,, • Experience and familiarity with K-12 large-scale assessment and accountability, including RFP and procurement procedures and strategic partnership opportunities within this domain,, • Knowledge of marketing principles and prospecting methods,, • Ability to work collaboratively,, • Ability to manage conflict and foster teamwork, HumRRO is a nonprofit organization located near Old Town Alexandria, VA, and Washington, DC, and offers exciting challenges and opportunities. We also have offices located in Louisville, KY; Minneapolis, MN; and Monterey and San Diego, CA. The anticipated salary for this role is $175,000 to $200,000. Specific salary offers are based on candidate qualifications and experience. At HumRRO, our generous benefits and highly competitive workplace policies reflect how much we value our employees - now and in the future. We offer: • Health, dental and vision insurance, • Life insurance equal to 2x annual salary, • Retirement plan with company matching, • Paid professional development and training, • Tuition reimbursement, • 12 weeks of paid parental leave We provide solutions that have tangible impact related to hiring and promotion, human capital management and analytics, education research and evaluation, leadership development, survey research, and credentialing services. HumRRO has a unique collegial environment and a strong emphasis on the scientist-practitioner model, which allows us to give back to our clients, to science, and to society. All qualified applications will receive consideration without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, veteran status, medical condition, or disability. EEO/Vet/Disabled.

Job DescriptionAbout Donorbox Donorbox is a leading fundraising platform and donor management system for nonprofit organizations. Our mission is to accelerate positive impact worldwide by helping nonprofits become highly effective at raising funds and managing their supporter base. Since 2014, we have powered more than 100,000 global organizations to close to $3B in donations. 🚀 Our fast-growing company is profitable and bootstrapped with a healthy run rate. We have a fully distributed and diverse 150-person team based in 16+ states and 23+ countries. 🏅Donorbox is rated the #1 software for fundraising, donor management, and nonprofit payment on G2 based on hundreds of verified customer reviews. We're proud of what we do, and our product reflects it! The Role At Donorbox, the Director of Finance plays a critical role in scaling our financial rigor, strengthening decision-making, and driving strategic growth. You'll oversee all forecasting, budgeting, and financial planning, while developing deep insight into our product, business and revenue engines, customer segments, and nonprofit industry dynamics. This is a senior, high-impact, hands-on role: you'll build and own our bottoms-up financial model, mature our FP&A function, and serve as a strategic partner across the company. This role reports to our Director of Operations and will work closely with and receive ongoing mentorship from our highly-experienced Business & CFO Advisor. You'll also partner closely with our Senior Accountant, who owns Accounting processes and monthly close, ensuring alignment between FP&A outputs and financial statements. This role offers significant professional growth and the opportunity to help structure and scale our Finance organization. Responsibilities 1. Financial Strategy & Modeling • Build and own Donorbox's comprehensive, driver-based financial model, including revenue, headcount, operating expenses, cash flow, margin structure, and SaaS KPIs., • Develop the annual operating plan (AOP), quarterly forecasts, board-ready financial materials, and long-range strategic planning model., • Maintain scenario-based forecasting tools that support leadership decisions on investments, hiring, product roadmap, and growth initiatives. 2. FP&A Ownership • Lead monthly financial reporting, including revenue performance, budget vs. actuals, variance analysis, and actionable insights., • Implement and maintain dashboards tracking core SaaS metrics (MRR, ARR, CAC, LTV, payback period, churn, retention, cohorts)., • Partner with department leaders to forecast and analyze cost centers across GTM, R&D, Customer Support, and Operations., • Build operating cadence and financial discipline across the business, ensuring teams understand and use financial insights to achieve their respective goals. 3. Pricing, GTM & Sales Support • Partner with Sales, Marketing, and Product to evaluate pricing and packaging, including donor-processing economics, tiers, and enterprise deals., • Support Sales leadership with revenue forecasting, pipeline conversion analysis, discounting guidance, and deal profitability., • Conduct ROI analyses for marketing programs, campaign performance, GTM tooling, and product initiatives. 4. Strategic Finance & Business Partnering • Collaborate with the Director of Operations, Business & CFO Advisor, and senior leadership team to evaluate strategic opportunities and build business cases., • Analyze new feature economics, product roadmap investments, platform enhancements, and market expansion opportunities., • Build models to support decisions around infrastructure investments, headcount allocation, partnerships, and new revenue streams. 5. Cash Management & Treasury Support • Build and maintain rolling 13-week cash forecasts and long-term liquidity models., • Support leadership with risk management, vendor evaluation, and capital allocation planning. 6. Finance + Accounting Collaboration • Partner closely with the Senior Accountant on monthly close, revenue recognition, billing, and financial statements., • Ensure alignment between FP&A models and accounting outputs., • Provide reporting and data support to strengthen accounting processes and financial accuracy. 7. Tools & Systems Development • Improve and implement financial systems, planning tools, BI dashboards, and automated reporting., • Drive efficiency by documenting processes and reducing manual work through final operations automation.What you'll need to succeed:, • 7–10+ years of progressive experience in FP&A, Strategic Finance, or SaaS finance leadership roles., • Proven ability to build and maintain bottoms-up, driver-based financial models in SaaS or B2B2C environments., • Strong analytical skills with expert-level proficiency in Excel/Google Sheets, • Deep understanding of SaaS metrics, subscription economics, retention analysis, and customer cohorts., • Experience partnering with Sales, Marketing, and Product teams to influence strategy and improve performance., • Excellent budgeting, forecasting, and modeling skillset., • Skilled communicator who can translate complex financial concepts into clear, actionable insights for senior and non-finance leaders., • Thrives in a growth-stage environment; comfortable building processes from scratch and operating with speed, autonomy, and adaptability., • A strong bias toward execution, analytical thinking, and cross-functional partnership.What we'd love to see:, • Familiarity with BI / FP&A tools., • Excellent presentation skills with proficiency in Google Slides., • Background in B2B2C, fintech, or SaaS, ideally within high-growth environments ($15MM+ revenue)., • Strong educational foundation in accounting and/or finance., • Experience with corporate equity management or cap-table tools.What success looks like (6–12 Months):, • A world-class, dynamic financial model used across the business., • Accurate, timely forecasting and reporting that leadership relies on., • Clear, actionable KPI dashboards that simplify decision-making., • Pricing/packaging analysis and deal review processes that improve margin and revenue predictability., • Strong cross-functional partnerships across GTM, Product, and Operations., • Smooth, aligned collaboration with the Senior Accountant and Accounting function., • Finance becomes a strategic driver of clarity, insight, and smart growth at Donorbox.Details, • Fully remote based in US, • Standard working hours aligned with Eastern or Central Time (ET/CT) preferred, • Salary: $170,000 - $180,000 plus equityBenefits & Perks, • Fully remote work from the comfort of your home, • Generous time off policy of 21 days (birthday included 🎉), 8 designated/floating holidays, 2 paid volunteer days, and 5+ sick days (dependent on state), • Employer-sponsored health insurance plan through TriNet, including medical (United Healthcare), dental, vision, and life, • 401(k) retirement plan via TriNet's partner, Empower, with an employer match of up to 4%, • Reimbursement package for home office expenses and professional development, up to $1.5k, • Eligibility for employee equity plan (stock options), • Wellness program with fitness and mindfulness classes, • Apply here and fill out our questions to tell us about you!, • Prescreen Call with the Talent Team, • Initial Interview with CFO Advisor, • Secondary Interview with CFO Advisor, • Panel Interview, • Final Interview with CEO This employer participates in E-Verify to confirm the employment eligibility of all newly hired U.S. employees. To learn more about E-Verify, please visit .

Job Description We are seeking a dynamic and experienced Residential Sales and Design Manager to lead our efforts in delivering exceptional results in the professional landscape industry. This role blends creative design expertise with strategic sales acumen, focusing on driving new business while nurturing repeat client relationships. The ideal candidate will embody high standards of excellence and a passion for exceeding client expectations. Key Responsibilities: Sales Leadership: • Lead and grow sales by identifying high-value business opportunities, both through new client acquisition and expanding existing relationships., • Build and maintain strong relationships with existing clients to secure repeat business., • Develop compelling value propositions and present them effectively to clients., • Collaborate with clients to conceptualize and deliver innovative, high-quality landscape designs., • Lead the design team in delivering modern, innovative, and sustainable landscape designs that align with client visions, • Act as the trusted advisor and primary point of contact for high-value clients, ensuring long-term satisfaction and fostering strong, ongoing relationships, • Deliver impactful presentations that highlight the unique value and measurable outcomes of proposed designs., • Lead by example, setting high standards for quality, professionalism, and customer service., • Collaborate with internal teams to streamline workflows and optimize project delivery while maintaining a focus on quality and timely execution., • Proven track record in sales, with measurable success in meeting revenue targets., • Proven ability to lead cross-functional teams and mentor staff to achieve performance targets, • Strong knowledge of landscape design principles and the ability to communicate them effectively., • Exceptional interpersonal and negotiation skills, with the ability to build trust and rapport with clients., • Experience in managing projects, from concept to completion, with attention to detail and a focus on results., • Knowledge of design software (e.g., AutoCAD, SketchUp, or similar) is preferred., • Ability to analyze data, create actionable insights, and present value-driven recommendations., • Competitive compensation and performance-based incentives to reward your success., • A comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities., • The chance to work with a supportive, innovative team dedicated to excellence and creativity

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 - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • 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-GK1 Powered by JazzHR ONQFJLISSz

Job DescriptionDescriptionPOSITION SUMMARY:The Director of Business Development generates revenue and expands market share by developing new Federal Government clients for EnvisionAge Incorporated’s business model by capturing Federal Government contracts for healthcare staffing services. This highly visible sales director leads internal cross-functional solutions and deploys consultative selling strategies, to establish and leverage new, profitable customer relationships with identified federal agency customers. The Director of Business Development must be able to travel up to 30% of the time as the need arises.This director will establish new United States Federal Government customers, grow, and expand our customer base by marketing our healthcare staffing services. EnvisionAge Incorporated is a small business in the Northern Virginia area that provides healthcare staffing services to the U.S. Federal Government. JOB TASKS: • Build new Strategic Relationships with the United States Federal Government Agencies procuring healthcare staffing solutions and services., • Achieve quarterly and annually established revenue targets through accurate monthly and quarterly forecasting., • The priority for this role is to add U.S. Federal Government agency accounts and provide input to the delivery model that works best for specific agency clients., • Entry into new customer agencies, specific RFP targets, and the execution of key partners and relationships., • Responsible for growing market share for EnvisionAge within Federal agencies., • Lead capture efforts, including market research, customer engagement, and proposal strategy., • Qualify new sales opportunities through systematic investigation of customers’ situation and objectives, evaluation of revenue potential, and alignment with our healthcare staffing and service offerings., • Discover and analyze customer strategic objectives, specifications and challenges through trusted advisor and consultative relationship., • Initiate and establish relationships with customer contacts through phone calls and in person meetings, to present customized solutions which solve current financial, operational, and workforce planning challenges and align EnvisionAge’s healthcare staffing services with desired future state., • Negotiate complex sales cycles with the customer, interfacing all the key buying parties., • Structure detailed strategic plans for building new business relationships with key stakeholders and Government POC and Agency Small Business offices., • Develop and deliver presentations aligned with EnvisionAge’s style and branding guidelines to communicate valued solutions to the Agency Small Business Offices, and Federal Government customer contacts to create new revenue streams and/or increase market share, often as part of Request for Proposal (RFP) process., • Attend RFP conferences and assist with all phases of business capture., • Customize business proposals and presentations based on customer situations., • Continually expand individual knowledge of healthcare staffing services market trends, industry analyst updates, and competitive data by reviewing internal and external sources., • Participate in key industry associations and trade organizations., • Develop and manage the pipeline of diversified accounts by converting opportunities through the sales cycle., • Communicate sales activities and opportunities through the pipeline call process to keep all stakeholders informed of upcoming RFPs and the like staffing services., • Stay up to date with federal contracting regulations, policies, and industry trends., • Other duties as assigned. Minimum Education/Certifications:, • Bachelor’s Degree Preferred Education/Certifications:· Master’s Degree Minimum Experience:, • 10+ years’ experience as a Business Development Director or Manager or a combination of both in Federal Government Contracting., • Prior Experience in Business Development within the Healthcare Staffing Industry, preferred working for leading organizations., • Specialized experience in Capture Management in the U.S. Federal Government contracting arena highly desirable., • Strong understanding of government procurement processes, compliance, and regulations., • Excellent communication, negotiation, and relationship-building skills.· Ability to work independently and drive initiatives with minimal supervision. Required Experience: • Build new Strategic Relationships with the United States Federal Government Agencies procuring healthcare staffing solutions and services., • Achieve quarterly and annually established revenue targets through accurate monthly and quarterly forecasting., • The priority for this role is to add U.S. Federal Government agency accounts and provide input to the delivery model that works best for specific agency clients., • Entry into new customer agencies, specific RFP targets, and the execution of key partners and relationships., • Responsible for growing market share for EnvisionAge within Federal agencies., • Lead capture efforts, including market research, customer engagement, and proposal strategy., • Qualify new sales opportunities through systematic investigation of customers’ situation and objectives, evaluation of revenue potential, and alignment with our healthcare staffing and service offerings., • Discover and analyze customer strategic objectives, specifications and challenges through trusted advisor and consultative relationship., • Initiate and establish relationships with customer contacts through phone calls and in person meetings, to present customized solutions which solve current financial, operational, and workforce planning challenges and align EnvisionAge’s healthcare staffing services with desired future state., • Negotiate complex sales cycles with the customer, interfacing all the key buying parties., • Structure detailed strategic plans for building new business relationships with key stakeholders and Government POC and Agency Small Business offices., • Develop and deliver presentations aligned with EnvisionAge’s style and branding guidelines to communicate valued solutions to the Agency Small Business Offices, and Federal Government customer contacts to create new revenue streams and/or increase market share, often as part of Request for Proposal (RFP) process., • Attend RFP conferences and assist with all phases of business capture., • Customize business proposals and presentations based on customer situations., • Continually expand individual knowledge of healthcare staffing services market trends, industry analyst updates, and competitive data by reviewing internal and external sources., • Participate in key industry associations and trade organizations., • Develop and manage the pipeline of diversified accounts by converting opportunities through the sales cycle., • Communicate sales activities and opportunities through the pipeline call process to keep all stakeholders informed of upcoming RFPs and the like staffing services., • Stay up to date with federal contracting regulations, policies, and industry trends., • Other duties as assigned.

Job Description Empirical Corporation is rapidly expanding in the accounting industry and is a trusted advisor in areas such as financial management and internal controls. If you're highly organized, deadline-driven, and detail-oriented, we want to hear from you! We are seeking a knowledgeable and experienced staff accountant who can operate independently, is flexible, and able to multitask, ensuring deadlines are met while producing accurate and timely reports and outputs. Salary: $65,000 - $85,000 What You'll Do: Accounts Payable (AP)/Accounts Receivable (AR): • Manage the end-to-end processing of accounts payable, including invoice entry, and payment workflows for checks, ACH, credit cards, or wires., • Reconcile vendor statements and maintain accurate vendor records (e.g., W-9s, 1099s)., • Analyze and resolve invoice discrepancies and communicate with vendors., • Support the preparation of contracts, stipends, and other compensation as requested., • Process and submit semi-monthly payroll accurately and on time., • Ensure compliance with federal and state payroll regulations., • Review time records, salary changes, and benefit deductions., • Perform daily financial transactions and maintain accurate accounting and financial records., • Reconcile financial accounts monthly., • Prepare journal entries for various transactions, ensuring compliance with accounting standards., • Assist with monthly and year-end closing processes, including creating accruals and reports., • File tax and property returns, • Collaborate with the Human Resources department to provide guidance on payroll-related issues., • Track and record personal property, • Maintain and update vendor and customer listings, • Monitor, track, and process time and expense reports, • Prepare and record monthly and year-end accruals and adjustments, • Maintain, update, and enforce policies and procedures, • Coordinate and execute onboarding and offboarding activities with Human Resources, • Request and provide appropriate COIs, • Manage supply and equipment orders, • Accounting or Finance degree or equivalent, • At least 4 years of related experience required., • Experience with Office 365 (Word, Excel, and SharePoint), • Extensive knowledge of payroll functions, including preparation, balancing, internal control, and payroll taxes., • Proficient with payroll software., • Experience with Microsoft Dynamics Business Central required, • Experience with Sage preferred, • Performing accounting activities for a federal contractor, • Strong analytical skills and attention to detail., • Strong organizational skills, • Ability to work independently and prioritize tasks, • Prolonged periods of sitting at a desk and working on a computer., • Competitive pay + performance bonuses., • 11 paid holidays + generous PTO., • Full health, dental, and vision coverage., • Life & disability insurance. Empirical Corporation is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. If you need assistance or accommodation during the application process, don't hesitate to get in touch with Human Resources. This contact information is for accommodation requests only and cannot be used to inquire about the status of your application.

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

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with The Chadwick Group! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving offices are located at:, • 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006, • 8484 Westpark Drive, Ste 700, Tysons, VA 22182Meet some of our local team, many who have excelled in athletics: Kevin Chadwick Managing Director • How long with NM? 26 Years, • Prior to? College-Interned with Northwestern Mutual, • Passionate About? Played football for Texas A&M University. Enjoy watching my kids compete in sportsHigh School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes.Nikki Macdonald, CFP Financial Advisor, • How long with NM? 5 years, • Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics., • Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving CircleAubrey J. Rosser III, CFP Wealth Management Advisor with Corner Wealth - Northwestern Mutual, • How long with NM? 17 years, • Prior to? After his graduate degree from NYU-worked on Wall Street in New York City, unfortunate lay off in 2008, had a passion for financial planning from his grandmother teaching him about stocks., • Passionate About? Loves his family. Board of Trustee at Emory & Henry University where he was a four year letterman in Basketball & Baseball. Loves sports, comedy, great music, and traveling with his family.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. • Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success., • Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions., • See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security., • Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.Our thriving offices are located at:, • 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006, • 8484 Westpark Drive, Ste 700, Tysons, VA 22182Meet Our Team: Kevin Chadwick Managing Director • How long with NM? 26 Years, • Prior to? College-Interned with Northwestern Mutual, • Passionate About? Watching my kids compete in sportsHigh School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes.Nikki Macdonald, CFP Financial Advisor, • How long with NM? 5 years, • Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics., • Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle.Matt Aaron, CFP Planning-Partnering with Northwestern Mutual, • How long with NM? 11 years, • Prior to? Former Northwestern Mutual Intern from Howard University, • Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board.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 highly preferred, but not required., • 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).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community. If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference. Our thriving offices are located at: • 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 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: Kevin Chadwick Managing Director • How long with NM? 26 Years, • Prior to? College-Interned with Northwestern Mutual, • Passionate About? Watching my kids compete in sportsHigh School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian AthletesNikki Macdonald, CFP Financial Advisor, • How long with NM? 5 years, • Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics., • Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle.Matt Aaron, CFP Planning-Partnering with Northwestern Mutual, • How long with NM? 11 years, • Prior to? Former Northwestern Mutual Intern from Howard University 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: Bachelor's Degree is strongly preferred or military equivalent., • 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. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&H), which requires the ability to execute investment transactions. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position combines entrepreneurial opportunity with the structure, security and resources of a premier community bank. The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow financial planning relationships for Burke & Herbert Bank customers. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank’s growth. Skills/Abilities • Strong written and verbal communication skills., • College degree required; advanced degree preferred., • Requires at least three years of financial sales experience servicing an existing book of business., • FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required., • Professional designation (e.g., CFP, CFA) required. This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel will be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Job DescriptionAbout UsAGE Solutions is a premier technology and professional services company, providing in-depth consulting, advanced technology solutions, and essential services throughout the U.S. government, defense, and intelligence sectors. Prioritizing innovation and client-focused solutions, we assist major agencies in addressing intricate issues and ensuring a more secure future. AGE Solutions is seeking an experienced ISP/OSP Project Manager to provide technical guidance, contract management, and project planning for a government customer. Responsibilities Include: • Serve as the project manager for a large, complex task order (or a group of task orders affecting the same system) and shall assist the Program Manager in working with the Government Contracting Officer (KO), the task order-level Task Order Managers, Government management personnel and customer agency representatives., • Under the guidance of the Program Manager, responsible for the overall management of the specific task order(s) and ensuring that the technical solutions and schedules in the task order are implemented in a timely manner., • Serves as a Technical Expert and Advisor in the field of IT and Telecommunications Engineering Design and Implementation with a primary focus of ISP and OSP Infrastructure., • Create, review, and submit contract deliverables to the government customer on behalf of AGE Solutions., • Provide oversight and management for all contract personnel and activities., • Create, review, and submit project plans to the customer., • Required Experience:, • Possess 7-10 years relevant experience and 7-10 years of leadership experience with progressively higher responsibility in the public and/or private sector in the IT and/or consulting fields., • Possess 7-10 years of DoD network infrastructure design and installation experience for Inside and Outside Plant (ISP and OSP) cabling infrastructure., • Required Certifications:, • Project Management Professional (PMP), • Registered Communications Distribution Designer (RCDD), • EKAHAU Wireless Certification, • Must be willing and able to take applicable customer and Host Activity site-specific safety training and obtain relevant certifications., • Required Citizenship and Clearance:, • US Citizenship is required., • Must possess a Secret clearance and be eligible for IT-II access., • Location: This position is part of a pipeline for a future opportunity supporting a DoD customer. Employment is contingent upon contract award and government customer approval. AGE Solutions is actively engaging talent ahead of award and encourages both current incumbents and new candidates to express interest. At AGE Solutions, we reward performance, invest in growth, and share success. Our benefits support the whole person, professionally, financially, and personally. • 26 Days Paid Leave: Includes vacation, sick, personal time, and holidays. You choose how to use it., • Performance Bonuses: Performance bonuses are awarded based on individual contributions and company-wide results, aligning recognition with impact., • 401(k) with Match: We match 3% of your contributions with immediate vesting., • Financial Protection: Company-paid life insurance up to $300K and options for additional coverage for you and your dependents., • Health Benefits: Multiple medical plans, dental, vision, FSA and HSA options to fit your needs., • Parental Leave: 15 days of fully paid leave for new parents, because family matters., • Military Differential Pay: We bridge the gap for employees on active duty, so they don't take a financial hit while serving., • Professional Growth: Paid training and certifications, tuition reimbursement, and the tools and tech to get the job done right.

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

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Bank of America is committed to an in-office culture with speci

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In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success. Nikki Macdonald, CFP – Financial Advisor. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retire

Job DescriptionDescription: Salary - $145,000 -$165,000 Location – Hybrid or Remote from these states (VA, DC, MD, PA, NC, FL, GA, NM, IL, OR, WA, WV, MA, SD, MN, OK & AL) Organizational and Position Overview The Water Environment Federation (WEF) is a not-for-profit technical and educational organization of more than 30,000 individual members and 75 affiliated Member Associations (MAs) representing water quality professionals worldwide. Since 1928, WEF and its global network have worked to protect public health and the environment by advancing science, practice, and innovation in the water sector. In 2023, WEF launched a Strategic Plan to guide its work through 2028, anchored in three strategic goals: 1. Workforce: Attract and develop a diverse and passionate water workforce, 2. Community: Cultivate a purpose-driven community to sustainably solve water challenges for all 3. Circular Water: Lead the transformation to the Circular Water Economy Two cross-cutting priorities strengthen these goals: • Global Engagement: Expand international knowledge sharing and market access through global MAs, strategic partners, and curated commercial activities What Success Looks Like Reporting to the Chief Mission Officer and working closely with the five strategy leads (three for core goals and two for cross-cutting priorities), the Senior Director will: • Ensure seamless execution of the strategy, • Develop systems for tracking and reporting on department operations and finances, • Serve as WEF’s in-house technical expert on the design and operation of water infrastructure, • Manage WEF’s community advisor support to WEF’s volunteer technical communities Success means connecting strategy to execution—facilitating clear communication, effective coordination, and tangible progress across teams. Requirements: • Drive Strategic Execution: Lead and coordinate implementation of the Work Plan activities, ensuring milestones are met across Workforce, Community, Circular Water, and cross-cutting Global Engagement, and AI initiatives., • Monitor and Report Impact: Develop systems and dashboards to track KPIs for all strategic objectives. Deliver timely reports to WEF leadership, and key stakeholders., • Shape Future Plans: Collaborate with strategy leads and Chief Mission Officer to design future year work plans, identify priorities, resources, and opportunities for acceleration., • Promote Organizational Alignment: Ensure strategic priorities are embedded in budgets, staffing plans, and program activities through cross-departmental coordination., • Communicate Progress and Impact: Partner with Marketing & Communications to share success stories and demonstrate WEF’s leadership in advancing water solutions., • Advance Financial Sustainability: Collaborate with Business Development and other key stakeholders to identify innovative revenue streams aligned with strategic priorities., • Bachelor’s degree in civil engineering, economics, public administration, business, environmental science, or related field required, • Master’s degree in civil engineering or environmental science strongly preferred The ideal candidate will have at least 12+ years of experience and 7+ years of People Leadership. Have the ability to travel approximately 25% of the year to attend WEF events and industry conferences and will bring a blend of strategic leadership, operational execution, and team development experience: • Strategic Leadership: Proven success executing multi-year organizational strategies, ideally within mission-driven or membership organizations, • Project Management: Expertise in translating strategic plans into actionable work plans with measurable outcomes, • Technical Expertise: Deep knowledge of water infrastructure and policy and familiarity with WEF’s strategic priorities; experience within both the US and global context preferred. Experience with AI applications for water and the water footprint of AI preferred, • Cross-Functional Collaboration: Ability to align priorities across departments and foster shared accountability, • Team Leadership: Experience managing and mentoring teams, promoting an inclusive and innovative culture This position primarily operates in an office environment using standard equipment. Onsite duties may require prolonged standing and walking; must be able to lift at least 20 lbs. WEF is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

CAPTRUST is seeking a Wealth Financial Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and develo

Financial Advisor Relationship Manager. CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager (FARM) to serve as the primary point of contact for our clients. Ability to build successful, collaborative, and trusting relationships.

Job Description Location: Alexandria, VA (Flexible) Department: Capital Markets Reports to: Senior Vice President, Capital Markets Compensation: $75,000–$100,000 base + incentive compensation About Bonaventure: Bonaventure is a vertically integrated real estate investment firm with over $2.7 billion in assets under management. Focused on long-term, tax-efficient wealth creation through multifamily real estate investments, our firm leverages decades of experience and a proven track record to deliver compelling investment solutions to financial professionals and their clients. Learn more at . The Role: The Internal Wholesaler will partner closely with External Wholesalers to drive capital raising efforts across Bonaventure’s suite of investment offerings, including DSTs, perpetual NAV REITs, and other private real estate structures. This role is primarily responsible for outbound sales activity, appointment setting, and relationship management with financial advisors across the RIA and independent broker-dealer channels. The successful candidate will be proactive, organized, metrics-driven, and highly collaborative. Key Responsibilities: • Execute daily outbound sales efforts, including phone calls, emails, and virtual meetings to generate interest and schedule appointments for External Wholesalers, • Educate financial advisors on Bonaventure’s investment offerings and value proposition, • Maintain and grow relationships with existing advisor contacts, • Develop and manage territory pipelines, track advisor interactions, and maintain CRM, • Support the implementation of sales campaigns, webinars, and marketing initiatives, • Coordinate with marketing, operations, and compliance to ensure delivery of accurate and timely materials, • Monitor industry trends and competitive intelligence, • Provide timely feedback to External Wholesalers and leadership to help refine messaging and approach, • Energetic and competitive sales professional with strong communication skills, • Comfortable working in a structured, goal-oriented environment, • Passionate about alternative investments and real estate, • Coachable, collaborative, and eager to grow within a dynamic firm, • 2–5 years of experience in financial sales, preferably in alternatives or real estate, • Series 7 and 63 (or 65) required or ability to obtain within 90 days, • Experience selling to RIAs and/or independent broker-dealers strongly preferred, • Proficiency in CRM systems (e.g., Salesforce), Microsoft Office, and sales enablement tools, • Strong verbal and written communication skills, • Bachelor’s degree required; finance, economics, or business preferred

Establishes individual financial plans based on client financial needs and objectives. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Managem

Financial Solutions Advisor - Washington DC Market. Lateral-US/job/Washington/Financial-Solutions-Advisor---Washington-DC-Market_26000156-1). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to

The MRA will establish rapport and trust with members, identify financial needs and goals through a comprehensive financial review process, and recommend appropriate solutions. The Float Member Relationship Advisor (MRA) will be based in Washington DC and is responsible for delivering the distinctiv

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

Function as primary back-up to Financial Advisors; assist with trading and strategizing to best accomplish various objectives; serve as direct support to Financial Advisors and Partners by providing advice and ongoing analysis. Brown|Miller Wealth Management, a fee-only, independent, privately-owned

Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. What Financial Planning & Analysis contributes to Cardina

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. 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 financi

Voya Financial is seeking 3-5 Financial Advisors. Securities and investment advisory services offered through Voya Financial Advisors, Inc. The Financial Advisors/Team will be responsible for increasing employee engagement and education thru 457(b)/401(a) enrollment assistance, retirement and invest

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Provides clients with information and advice on a range of offerings to include Mutual Funds, Annuities, Advisory accounts, Life Insurance, and other broker/dealer

Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Knowledge in analyzing and comprehending complex financial data and providing financial al

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that s

In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Nikki Macdonald, CFP – Financial Adv

A Financial Advisor should demonstrate commitment to delivering distinctive service. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. F

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Merrill Experienced Financial Advisor. Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor_2400

With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. With over 9 million clients and 20,000 financial advisors across the U. Pai

About the Financial Advisor Role – Career Changer Opportunity Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving indust

With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Associate Financial Advisor role at Edward Jones may be the right opportuni

Independent Financial Advisor Qualifications:. Conduct financial needs assessments and develop personalized financial plans. Proven track record of success in the financial services industry.

Financial Solutions Advisor Registration Candidate-Capitol Hill Financial Center. Lateral-US/job/Washington/Financial-Solutions-Advisor-Registration-Candidate-Capitol-Hill-Financial-Center_26000108). Works with clients to plan their short and long-term financial goals by building a financial plan wi

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at NASA Federal Credit Union in Falls Church, VA would allow you to join the Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial. LPL Financial partner

Customer Lending Customer Advisor I. As the Student Lending Customer Advisor I, you will be responsible for making outbound calls to prospects who have shown interest in refinancing their student loans and customers who have initiated a student loan through the web or branch channel.

Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the clients unique priorities. Partners with financ

Refer to other areas for products that require complex financial analysis and expertise.

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Analyzes the client's financ

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the custome

Conduct financial needs assessments and develop personalized financial plans. Independent Financial Advisor Qualifications:. Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance.