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Please apply only if you are located in Atlanta or Georgia You do not need licensing to apply. This opportunity includes licensing, training, coaching and a mentorship program! Our team in Atlanta, Georgia is growing! 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. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can sculpt a holistic business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a Financial Advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations As a Fortune 100 company, Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. To become a financial advisor, you will obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue, • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: • Must live in Atlanta, GA, or must be willing to relocate, • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

About Us: At BCD Meetings & Events (BCD M&E), we provide more than meeting and event planning services: we create connections that inspire, motivate and change behavior for our customers. As the world's most trusted and innovative meetings and events agency, BCD M&E cultivates a culture of people, passion and purpose to drive business forward. Headquartered in Chicago, with locations in 60+ countries across the world, BCD M&E's team of 2,000+ people are committed to sustainability and driving success for our customers, our business and ourselves. Our values are at the heart of everything we do, and we look for people that want to be a part of something special, can rise to our standards and love to bring their unique perspective to the table. While we can't guarantee every day will be the best (who can?), we can promise a community of people who genuinely care and lead with empathy, a flexible workplace with awesome perks and challenging work that means something. See what life is about at BCD M&E at_ Meeting Planner We are seeking a Meeting Planner at BCD Meetings & Events to serve as the focal point from the Healthcare Client's event team, representing the client brand with vendor partners and key stakeholders. As a meeting planner you are responsible for developing and executing all necessary logistics for multiple HCP and non-HCP client programs at various conferences and conventions. Your responsibilities • Consult with clients, co-workers, and service providers to determine objectives, requirements, and make recommendations for meetings and events., • Update and maintain a planning timeline, ensuring milestones are met. The meeting planner takes a consultative approach as the subject matter expert (SME)., • Plan and execute the meeting or event according to stakeholders' guidelines and procedures, including:, • Site selection and hotel contract negotiations' support, • Site search and selection for non-hotel venues, • Vendor partner negotiations and contracts (accountable for reviewing all contracts for accuracy), • Food and beverage selection, • Audiovisual equipment, • Meeting space layout and setup, • Special decor and themes, • Entertainment, • Hotel accommodations, • Ground transportation, • Off-site dinners, • Teambuilding activities, • Manage giveaways, • Develop, present, and execute ideas to enhance program outcomes while offering cost-effective solutions., • Negotiate all vendor contracts in partnership with the client's purchasing team (when applicable) and sourcing partner to ensure vendor partners are compliant and meet the client's business and safety requirements. Build strong vendor relationships that can be leveraged by all Client event team members., • Ensure accounting processes are followed, and financial deadlines are met., • Be visible to the client's internal partners and stakeholders as a key priority., • Strive for positive employee and customer experience, starting from the invitations and registration process through attending the program and departure., • Provide leadership and training to on-site staff members as needed., • Establish a safety plan for every program, working with the hotel director of security and the client's security team; communicate safety plan to all attendees., • Provide input for the creation of standard operating processes and best practices., • Create and manage an approved program budget., • Ensure vendor payments (POs) are established for the correct dollar amounts, invoices are provided, and all payments have been made., • Review hotel and vendor partner invoices to ensure accuracy and capture cost savings or avoidance., • Follow standard client compliance policies. You're good at • Troubleshooting situations effectively and at the source., • Providing guidance or assistance for work activities as needed to complete task assignments., • Utilizing Cvent and Microsoft Office Suite., • Managing multiple priorities and adapting to changing circumstances. Exceptional problem-solving skills and ability to remain calm under pressure., • Collaborating effectively within a team., • Providing exceptional customer service and going above and beyond to ensure a positive attendee experience. You might also have • A high school degree or higher, • 3 - 5 years of experience in a similar capacity, • Experience managing HCP programs and their compliance policies, • Cvent experience You Should Know -This role is virtual -This role may require up to 50% travel THE PERKS Flexible Working We believe that a flexible working environment is key to getting the best out of our teams. We will support you to work where you need to and when you need to, depending on how you work best. Room to Grow Our line of work and business structure challenge our people in a way that inspires growth, with learning and development built into every role. We give individuals ownership over the direction and speed in which they grow. Everyone has a voice We thrive on conversations that spark curiosity and empathy. No matter how big or how small, every voice is heard, considered and respected. Make your move The diversity of roles across BCD M&E's global locations means that our people often find new adventures during their time with us. Join us as a meeting planner role in the UK, stay for a global marketing career - there's always room to move. We've got you covered Our extensive benefits include comprehensive healthcare, retirement plans, continued education support, diverse work locations, travel and hotel discounts, volunteer and sustainability opportunities and a successful employee recognition program. We're positive. You'll love it. It starts from the top. Our leaders lead with positivity, believe in our people and trust us to do the right thing. There will always be support along your journey, in little and big ways. Travel requirements for this role are as follows:25% to 50% We carefully consider a wide range of compensation factors, including your professional background and experience. The salary range for candidates in applicable jurisdictions in the US for the position of Meeting Manager is between $60,000 - $75,000. The actual pay depends on your skills, qualifications, experience, geographical location, and project budget. #LI-LZ1 #LI-KW1 #LI-Remote #LI-Hybrid #LI-Onsite

Job Description Supply Planner At TireHub we move more than tires – we move businesses forward, support communities, and help keep America rolling. And behind it all? Our people. We call them Hubbers – because they’re at the center of everything we do. From behind the wheel to the warehouse floor, from customer calls to corporate strategy, every Hubber plays a role in something bigger than themselves. And we show up every day ready to say yes – to challenges, to each other, and to getting it done right. Role Summary: The Supply Planner’s primary function is managing inventory service targets across multiple brands in our distribution network. The supply planner is responsible for managing a family of brands to maximize customer service outcomes while balancing inventory investment and optimizing capacity utilization. A strong candidate will bring experience managing multi-location inventory optimization and the ability to project high level supply/demand plans over 6–12-month horizon. The Supply Planner will collaborate with internal and external stakeholders to optimize product supply through short-midterm supply/demand alignment. The Supply Planner is a strategic planning position, reporting to the Supply Chain Leader. The individual must exhibit the following core attributes of the TireHub commitment: · Approachable - If a company could smile, we would. Instead, we rely on our people to show it. We care about each other and our customers because we know business only gets done right when people respect each other and value relationships. · Adventurous - What TireHub is set up to do is intentionally outrageous. So, we readily embrace challenges with the courage to introduce new ideas and the ambition to build something unique. · Relentless - We tackle our work with energy. We deliver on our commitments with enthusiasm. And we don't give up until we get to the end. · Speedy - Speed is the currency in the tire industry. When we commit to a job, we get the job done – and we do it fast. When you say YES to something bigger: • Choose your day one benefits which include a no cost health insurance option, • TireHub funded Health Savings Account, • Additional benefit options including TireHub paid short/long term disability and life insurance benefits, • Paid vacation and holidays, • Parental leave programs, • Build your financial future with 401k including TireHub match, • Access to tire discounts, perks, and so much more!, • Enjoy access to the TireHub headquarters location in Ravinia Plaza, including free parking, free gym, convenient restaurants, outdoor spaces, special events and more. Role Specifics: · Develops and maintains a rolling 12-month supply and inventory plan for assigned brands across the distribution network. · Manages supplier relationships to influence product availability, lead times, and service outcomes. · Configures and optimizes planning systems (e.g., ToolsGroup) to improve customer service levels and inventory efficiency across 75+ distribution centers. · Leads supply planning collaboration calls with key vendors as part of the Sales & Operations Planning (S&OP) process. · Partners with Demand Planning to align supply plans with current and future customers. · Manages purchase order (PO) portfolio to ensure alignment with supply plans and business needs. · Monitors and communication suppliers lead time changes and supply risks; develop mitigation strategies for constrained supply. · Calculates and maintains statistical safety stock models to support service level targets and continuous improvement. · Supports product lifecycle activities, including product transitions and phase-in/phase-out planning. · Assess inventory positions and forecasts to make data-driven decisions balancing service levels and working capital objectives. · Identifies and drives improvements in supply planning processes, including capacity planning and supplier performance. · Generates and distribute analytics and reporting to support decision-making. · Actively contribute to the S&OP process by providing updates, insights, and recommendations on supply plans. · Documents key supply decisions and support communication of those decisions to stakeholders. · The Supply Planner is responsible for calculating and managing safety stock levels and implementing supply chain planning strategies across a family of brands supporting our customer service initiatives. This function will be accountable for delivering service outcomes while controlling inventory in line with our strategic S&OP cycle. · Ensures adherence to TireHub policies, procedures, and guidelines. · Completes additional tasks assigned by their supervisor or another member of Senior Leadership, as requested. Competencies: • Optimizes Work Processes: Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement, • Manages Ambiguity: Operating effectively, even when things are not certain, or the way forward is not clear, • Drives Results: Consistently achieving results, even under tough circumstances, • Collaborates: Building partnerships and working collaboratively with others to meet shared objectives Experience and Education: • Bachelor’s degree in Supply Chain, Operations, Business, or related field, or equivalent work experience., • 5+ years of experience in supply planning, replenishment planning, or a related field., • Experience working with integrated planning systems (e.g., Tools Group, JDA, or similar)., • Demonstrated experience managing supplier relationships and influencing outcomes. Knowledge, Skills, and Abilities: • Strong understanding of supply chain planning and inventory management within a multi-location distribution network., • Experience driving process improvements and implementing planning efficiencies., • Analytical mindset with the ability to interpret data and make informed decisions., • Strong communication skills, with the ability to tailor messaging to different audiences and levels of the organization., • Proficiency in Microsoft Office Suite (advanced Excel skills preferred)., • Ability to align work with organizational goals, values, and strategic priorities. Working Conditions: · This is a fast-paced and dynamic operating environment. · Majority of time is spent sitting, constantly viewing monitors in a comfortable position with frequent opportunity to move around. There may be occasions to move or lift light articles. · This role is based at our headquarters office in Dunwoody, GA with strong in-person presence. · Willing and able to travel up to 10%. TireHub will consider the employment of all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. TireHub maintains a drug-free workplace in accordance with state and federal law.

Job Description Job Overview  Are you a motivated, self-starter with 3+ years of field management experience in landscaping, construction, or similar discipline?  Are you a detail-minded planner and problem solver?  Are you looking to leverage your experience leading crews, managing construction budgets, understanding blueprints/plans to achieve financial and customer satisfaction objectives?  Do you like the idea of building customer's dreams by working for the premier outdoor architecture, construction, landscape and design firm for residential properties in the Atlanta market? If so, Outdoor Makeover's Superintendent role may be perfect for you! What You Will Do  Coordinate contractors, oversee financial budgets, and manage the construction process of landscape, hardscape, and construction projects  Manage on-time delivery of multiple projects simultaneously, plan schedules, maintain progress in the JobTread system, coordinate required equipment and materials  Manage relationships, ongoing updates, negotiating upgrades, resolving issues, and facilitating collections with customers with a goal of receiving 5-star reviews from each job  Ensure all legal requirements, safety codes, safety inspections, city guidelines, and local and state regulations are met What You Will Bring  3+ years experience as a landscaping and construction manager or similar position in field management  Experience compiling and managing strict budgets and experience understanding and building from blueprints  Proven problem-solving capabilities with high attention to detail  A high level of comfort operating in a fast-paced, ever-changing work environment  Computer skills proficiency with Google products with exposure to construction management and project management software  Knowledge of local, state, and federal landscaping and construction regulations and familiarity with Atlanta-area permitting requirements  Valid driver's license and ability to travel 75% of time in the greater Atlanta area  Optimally, a BA or Certificate in landscaping, construction management/science or related field from an accredited university  PMP is a plus

Job DescriptionJoin a leading transportation and transit planning company and advance your career! Foursquare Integrated Transportation Planning, Inc. (Foursquare ITP) is looking for a qualified, motivated, passionate, and diverse candidate. This position is scalable, from Junior Transportation Planner to Transportation Planner IV/Task Lead, depending on experience. This position provides the opportunity to contribute to a wide variety of transportation planning projects across the United States, including impactful efforts locally in the Atlanta region, and learn from some of the best and brightest in the industry. Foursquare ITP’s transportation planning work is focused on the following areas: • Transit service planning, • Transit operations and facilities planning, • Microtransit and new mobility, • Regional and statewide planning, • BRT, bus priority, and corridor planning, • Transportation demand management, • Micromobility and active transportation, • Strategic and financial planning This work is supported by four cross-cutting teams focused on: Data Science, Design and Visualization, Public and Stakeholder Engagement, and GIS. Foursquare ITP’s work is centered on our passion for the profession, investment in each other, dedication to our clients, and positive outlook. We are looking for someone who lives our four core values every day. Learn about the principles that shape our culture here. Benefits We’re proud of the experience we create for our employees and the opportunities we provide for growth. In addition to a competitive salary based on experience and qualifications, we also provide an extensive benefits package. Discover how we invest in our people—through both our Employee Value Proposition and our robust benefits package—here Role The selected candidate will work as part of a team and will be responsible for transportation planning including data analysis and reporting; mapping, graphics, and visualization; use of technical tools; innovative research; and meeting participation on a wide variety of transportation projects. The candidate will be involved in projects based on experience, interest, and skills, such as transit development plans; transit service and operations planning; regional transportation plans; bus rapid transit and priority corridor plans; active transportation; transportation strategic planning and performance monitoring; transportation demand management planning; and microtransit and micromobility planning. Responsibilities will include: • Participating in a variety of project types as well as projects with different project managers., • Developing and applying a variety of methods for analysis., • Conducting Geographic Information System (GIS) based analysis and developing maps for conveying complex information., • Conducting primary and secondary research on a variety of topics., • Writing to convey technical elements in reports., • Visualizing and communicating complex information., • Contributing to team discussions., • Participating in public and stakeholder outreach. Required Skills and Experience In addition to having the appropriate training and skills, you must be a smart, motivated, self-starter who is passionate about transit and transportation planning and has excellent written and oral communication skills. Requirements vary by level within the Junior Transportation Planner and Transportation Planner IV/Task Lead positions. They range from a bachelor’s degree with no full-time work experience to a master’s degree with several years of relevant work experience. Additionally, the selected candidate must have: • Proficiency in the Microsoft Office suite, including Excel, Word, and PowerPoint., • Proven writing, research, and analysis capabilities., • Experience with ArcGIS., • Other desired, but not required, skills include:, • Experience with graphic design programs such as InDesign, Illustrator, SketchUp, Rhino., • Coding in R, Python, or SQL., • Tableau or Power BI. The selected candidate for this position must be located within commuting distance of our Atlanta office. Compensation Salary can range from $67,100 to $97,300 depending on education, experience, and relevance of experience. Candidates must be authorized to work in the U.S. without the need for current or future visa sponsorship. Foursquare ITP is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants for employment. Powered by JazzHR Vp6s5yAdWL

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills. Essential Job Functions for the Senior Financial Planner I will include: • Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation., • This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel., • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future., • Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Dispense financial planning advice in both supervised and unsupervised environments., • Deliver financial planning support that results in increased referrals and high client retention., • Ensuring adherence to company standards of client care, meetings, referrals and retention., • Co- present financial planning concepts and analysis with advisors., • Mentor, coach, and review output of other members of the Financial Planning Group., • Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), • Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning, • Client facing experience with at least 6 years relevant experience preferred, • Excellent verbal, written, analytical and organizational skills, • Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)., • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work independently without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 20% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $85,000—$100,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of Our Most Successful Associates: • Passion to help people, • Integrity, • Attitude for success, • Enthusiasm, • Self-discipline, • Resilience, • Goal-Oriented, • CoachableCompensation: $75,000 - $105,000 at plan earnings Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player, open to continued education and training from other team members Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus About Company New York Life Greater Atlanta's 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 Greater Atlanta 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. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that. New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job DescriptionAre you ready to join a growth-oriented team where creativity meets innovation? At Ware Malcomb, we are a dynamic and forward-thinking design firm committed to pushing the boundaries. Our team-oriented, collaborative approach ensures that every project is a blend of visionary design, seamless project delivery, and we are actively engaged with both the community and the industry. Discover our vibrant culture to get an inside look into life at Ware Malcomb and the programs we offer. https://waremalcomb.com/life-at-ware-malcomb/ The Business Operations Manager is the business partner to the office leader in all matters that affect the leadership, team management, staffing, project delivery, growth, and other decisions that impact the current and future business practices of the office or studio. The Business Operations Manager partners with the office & studio leader(s) in the successful management of the staff and practice of the office by exhibiting consistent expertise in three main areas of business management outlined below. This position has other supplemental duties, including Project Management. Your Role • Partners with the office and studio leader(s) when assessing business operations based on a sound comprehension of the office financials, project portfolio, and practice fundamentals., • Partners with the office and studio leader(s) to develop an org chart and discusses future position movements, hiring needs, or staffing loans to define each org’s road map based on the office financials, skill sets, and project types., • Partners with the office and studio leader(s) to vetting candidates, interviewing, and hiring., • Collaborates with the regional leader and regional business manager to create the weekly forecast update and action plan to business management leadership., • Reviews all proposals and pursuits in collaboration with the office and group leaders and maintains the opportunity forecast to monitor incoming work. Business operations managers ensure project fees are both competitive with market rates and the scope is achievable via work plan in Project Planner that’s agreed upon by all parties involved., • Works in tandem with the regional business operations manager to reassign staff to other offices and/or assist the office/group leader for staffing adjustments to achieve a balance forecast., • Reviews and stamp and sign construction documents in the office., • Reviews the billing drafts completed by the project managers and compares against the forecasts, prior to submitting to accounting., • Ensures work plans in Project Planner are being developed by project managers and studio leader(s) leader while generating proposals, and monitors the Project Planners so that staffing correlates with revenue to maintain a minimum of 15% profit margin., • Conducts weekly meetings with all project managers to review the Project Planner, Forecast updates, QA/QC process, project awareness reports, accounts receivable progress on any invoices over 80 days, client or consultant issues, and resource team status, • Develops and monitors a strategic business plan., • Builds strong relationships and regularly utilize and connects with corporate enterprise team leaders (TPS, architecture design, interior design, accounting, marketing, IT, etc.), to discuss project performance to deliver the best service results., • Responsible for ensuring a high level of client service that results in repeat business by implementing an effective QA/QC process for every project., • Be a technical resource to staff., • Be alert for HR issues and discuss with your office and group leader., • Foster a strong team atmosphere with a positive attitude and good morale., • Responsible for all training across the office including technical, processes, software, financial management, and project management., • Attends the annual Business Management Summit and disseminates the information to office staff., • Discusses any liability concerns on projects with office and studio leaders. Qualifications, • Preferred equivalent of a bachelor’s degree in architecture, interior design, MEP, structural, or civil engineering, • 8 years of practice experience and two years of project management experience leading successful project teams, inclusive of resource teams or equivalent business operations experience., • Excellent communication skillsThis is a full-time, long-term position. Established in 1972, Ware Malcomb is a dynamic, forward-thinking commercial real estate design firm providing professional architecture, interior design, civil engineering, branding, building measurement, structural engineering and MEP engineering services to clients throughout the world. With office locations throughout the United States, Canada, Mexico and Brazil, the firm specializes in the design of office, industrial, science & technology, healthcare, multifamily, retail, hospitality and public/institutional projects. The firm is also ranked among the top 10 Architecture/Engineering firms in Engineering News-Record’s Top 500 Design Firms and the Top 30 Interior Design Firms in Interior Design magazine’s Top 100 Giants. For more information, visit waremalcomb.com.

Job Description Description: The role of the Grants Manager is to provide highly professional and technical support to the Development Team of Focused Community Strategies (FCS) by researching and writing grant proposals, maintaining grants calendars and schedules, and assisting with other fundraising and financing projects as they arise. Strong applicants for this position will be self-motivated, team-oriented, highly detailed and organized. Applicants must be able to manage multiple projects and schedules while maintaining communication with executive leadership. He/She will be asked to develop and maintain internal systems to strengthen and support FCS development and fundraising processes. Responsibilities: Grant Research and Cultivation Conduct comprehensive research on potential funding sources Compile and systematize foundation information including history and funding alignment Attend grant information sessions with prospective donors Grant Organization and Calendar Develop and maintain comprehensive grants calendar and process Work closely with the Development Director to determine priorities and workload for temporary contract Grants Manager Work with the Development Director in coordination with the contractor to ensure alignment on proposal development Work with Development team, Director of Finance, and program directors to gather required information for grant applications Support the development and implementation of a data coordination role to enhance grant tracking and impact Maintain a library of grant support documents Monitor deadlines and submission requirements for all grants Grant Creation and Execution Examine all grant application guidelines and instructions Write narrative for grant applications Collaborate to finalize program with Development Team, Director of Finance and program Directors Manage grant reporting including financial and programmatic reports Leadership and Team Support Participating in all Development Team meetings Co-leading weekly Grants meetings Prepare donor reports for leadership as requested Support Development Director with scheduling and reporting and special projects as needed. Other duties as assigned Skills needed: Excellent verbal and written communication skills A self-motivated and detail-oriented planner Ability to manage multiple tasks concurrently Ability to communicate persuasively and accurately about FCS’s community development model and philosophy of responsible community development Strong working knowledge of Microsoft Office, Google products, project management and database software, Raiser’s Edge NXT preferred Commitment to a team environment 3 to 5 years of development experience Full-time – 40 hours/week - $68,000 - $74,000 annually depending on qualifications and experience Employee health insurance - 100% employer paid Employee dental insurance - 100% employer paid Employee $25K life insurance - 100% employer paid Employee long-term disability - 100% employer paid Vision, additional life - 100% employee paid 192 hours paid time off annually

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation, Benefits, and Perks:, • Pay: $85,000 - $135,000 per year, • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. Ownership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits, • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 yearsWe are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Worth AI is hiring a Senior Agentic AI Engineer to design and ship production agent systems that automate KYB, underwriting, and risk decisions on regulated financial data. You’ll own agents end-to-end architecture, retrieval, tools, evals, and production deployment and partner closely with our Chief AI Officer, applied scientists, and platform teams. • Design and ship multi-step agentic systems (planner/executor, tool-using, multi-agent, human-in-the-loop) for onboarding, underwriting, case review, and continuous monitoring., • Architect agent graphs in LangGraph (or comparable — CrewAI, AutoGen, Claude Agent SDK) with explicit state, durable execution, retries, and safe fallbacks., • Build the retrieval layer powering our agents — chunking, hybrid search, reranking, and grounded citation., • Own the eval stack: golden sets, offline regression suites, LLM-as-judge, online A/B and shadow evals, and red-teaming for jailbreaks, prompt injection, and PII leakage., • Expose agents to production systems via well-typed tools and MCP servers. Treat tool surface area as a product., • Drive production MLOps: deployment, versioning, traffic shaping, cost/latency budgets, tracing, and on-call playbooks for agent incidents., • Partner with security and compliance to keep agents inside SOC 2, GDPR, CCPA, and fair-lending posture — auditability and explainability built in, not bolted on., • Mentor engineers on agent patterns, prompt hygiene, eval discipline, and LLM failure modes., • Technology Stack, • Languages: Python, Node.js, TypeScript, • Agent / LLM frameworks: LangGraph, LangChain, Claude Agent SDK, MCP, OpenAI SDK, • Models: Anthropic Claude, OpenAI, open-weight where appropriate, • Retrieval & Data: PostgreSQL, pgvector, OpenSearch, Kafka, Redshift, Redis, • Infra: AWS, Kubernetes (EKS), ArgoCD, Terraform, • Evals & Observability: LangSmith / Langfuse / Braintrust-style tooling, DataDog, • 5+ years of software engineering experience, with 2+ years building production LLM or agentic systems (not just notebooks or demos)., • Hands-on experience with a modern agent framework (LangGraph strongly preferred) and a track record of shipping agents that run, fail gracefully, and recover., • Strong RAG fundamentals chunking, embeddings, hybrid retrieval, reranking, grounding — and judgment about when RAG isn’t the right answer., • Real eval experience golden sets, offline and online evaluations, used to make ship/no-ship calls., • Production MLOps fluency: deployed LLM workloads under real latency, cost, and reliability constraints., • Strong Python; comfortable in TypeScript / Node.js., • Solid systems engineering instincts APIs, async patterns, queues, databases, distributed system failure modes., • Calibrated communicator; thrives in ambiguous, fast-moving environments., • Prior experience in fintech, lending, payments, KYB/KYC, fraud, or AML., • Experience building MCP servers or other structured tool interfaces for LLMs., • Background in classical ML (ranking, scoring, calibration)., • Experience designing explainable / auditable AI workflows for regulated environments., • Open-source contributions to agent frameworks, eval tooling, or retrieval libraries., • AWS depth (EKS, MSK, RDS, S3, Lambda) and IaC with Terraform., • Agent Quality: Measurable improvements in task success rate, grounding accuracy, and hallucination rate on our eval suites., • Production Reliability: Agents you own meet defined SLOs for latency (P90/P99), tool-call success, and cost per task., • Velocity: New agent capabilities go from prototype to production in weeks, without skipping evals or guardrails., • Risk Posture: Zero material incidents tied to prompt injection, PII leakage, or unsafe tool use on agents you own., • Force Multiplier: Patterns, tools, and eval scaffolding you build get adopted across engineering. All Remote Hires will be required to travel to Orlando, Florida at least twice per year for Town Halls and team collaboration, in addition to orientation in Orlando. • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance, • Flexible Paid Time Off, • 9 paid Holidays, • Family Leave, • Remote, • Hybrid work (for Orlando Associates), • Free Food & Snacks (Orlando), • Wellness Resources

Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. Ayco believes companies best serve their stakeholders and the greater economy when thei

As a Senior Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. The Senior Financial Planner is an essential part of the overall client experience. Educate cl

Job DescriptionUnleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 200-350K+ Financial Advisors: Stop Chasing Leads. Start Serving Clients. Are you a driven, results‑focused Financial Advisor or Insurance Agent who loves real planning conversations but is tired of grinding for leads, chasing paperwork, and being your own marketing department? If you hold an active Health & Life license and want a clear path to six‑figure income without burning out, this may be the opportunity you’ve been working toward. Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: • No more spending most of your week prospecting instead of advising, • No more pressure to constantly “hunt” your natural market, • No more juggling marketing, admin, and case design alone, • No more inconsistent lead flow and unpredictable income Why this is different We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs. Through our strategic partnership with an established estate planning organization, you meet with clients who want guidance—no door knocking, no cold calling. To protect opportunity and territories, we are only bringing on 1–2 advisors per state, ensuring true exclusivity and no advisor overcrowding. The opportunity: Senior Market Financial Planner (Annuity Focus) As a Senior Market Financial Planner focused on annuities and retirement income, you will enjoy: • Pre‑set, qualified appointments – 10–12 per week booked for you, • Exclusive territory – You live in and represent your own state, • Top‑tier support – Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients, • Strong six‑figure income potential – Results‑driven commission model that rewards production, • Product freedom – Access to a wide range of high‑quality products and carriers to build tailored retirement solutions, • Flexibility – You manage your own schedule with a consistent flow of business What we’re looking for • Active Health & Life insurance license, • Series 65, or Series 7 & 66, or ChFC, • Clean U4 record (if registered), • Proven face‑to‑face sales success with a consultative, needs‑based approach, • Comfortable with basic tech (CRM, e‑applications, email, Microsoft Office), • Willingness to travel within your state to meet with qualified clients, • A genuine passion for serving retirees and helping them secure long‑term peace of mind What you get • 8–12+ pre‑scheduled appointments per week with qualified, engaged prospects, • Dedicated back‑office team to streamline your workflow and handle case management, • Consistent, predictable flow of opportunities without building your own marketing machine, • Control over your schedule with a platform built for closing and client impact, • Real, sustainable path to six‑figure and above earnings Your next move If you’re a high‑performing, SEC‑licensed financial professional who wants to spend more time advising and less time prospecting, we’d like to talk. Apply now to secure availability in your state and explore whether this exclusive model is the right next step for your practice.

Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Planner is responsible for reviewing estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, along with managing existing client relationships. This role has no new business development requirements. DUTIES & RESPONSIBILITIES Client Engagements • Serves as lead or co-lead relationship manager to clients, • Actively listens and responds to client concerns and needs, • Maintains professional credentials and develops individual technical knowledge for HNW clients, • Proactively communicates, educates and builds consensus with clients, their families and advisors about techniques appropriate to consider understanding the family’s goals/objectives, time frames and risk tolerance, • Assists in implementation of planning techniques with clients and advisors, • Effectively prepares for quarterly client meetings including development of agendas and action items, • Establishes spirit of teamwork and respect with operational team within the firmWealth Planning & Analysis, • Present estate and wealth transfer strategies, including flowcharts, illustrations, summaries, and related planning materials, • Review and analyze estate planning documents to identify opportunities and support client objectives, • Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools, • Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendationsAdministrative, Professional Development & Other Duties, • Handle administrative tasks, attend internal meetings, and participate in ongoing training., • Perform additional responsibilities as needed to support the firm and client teams. QUALIFICATIONS • Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required., • 7+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required., • Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns., • Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred., • Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily., • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment., • Demonstrated professionalism, discretion, and respect for confidential matters., • Positive, collaborative mindset with a strong work ethic. WORKING CONDITIONS • 100% Onsite, • Client travel as business needs, • Long periods of sitting utilizing a computer

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Acts as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies. DUTIES & RESPONSIBILITIES Wealth Planning & Analysis • Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials., • Review and analyze estate planning documents to identify opportunities and support client objectives., • Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools., • Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations.Internal Technical Resource, • Provide technical guidance to client teams during planning and meeting preparation., • Review work from associates and integrate feedback from Managing Directors and Client Service Teams., • Research and respond to estate and financial planning questions., • Stay current on tax, legislative, and industry developments.Tools, Templates & Education, • Develop and maintain planning templates, reports, and analyses., • Contribute to internal technical content, training materials, and educational resources.Administrative, Professional Development & Other Duties, • Handle administrative tasks, attend internal meetings, and participate in ongoing training., • Perform additional responsibilities as needed to support the firm and client teams. QUALIFICATIONS • Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required., • 3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required., • Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns., • Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred., • Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily., • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment., • Demonstrated professionalism, discretion, and respect for confidential matters., • Positive, collaborative mindset with a strong work ethic. WORKING CONDITIONS • 100% Onsite, • Limited travel as business needs necessitate, • Long periods of sitting utilizing a computer

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