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Job Description About This Job After a Wealth Planner creates a financial plan and our Onboarding Team implements it, the Service Team becomes the long term relationship between Blue Ridge Wealth Planners and its clients. The position on this team for which this job posting is related is Associate Wealth Coordinator - a Service Team member who works with existing clients of the company as support for the client's primary contact who developed their plan, their Wealth Planner. The Service Team also includes Wealth Coordinators who are Series 65 licensed and begin taking on their own book of clients with whom they meet independently and have the opportunity to earn variable comp from business associated with those clients while still supporting existing clients for whom they are not directly assigned, and Senior Wealth Coordinators who work exclusively with their book of clients. This position begins with learning to fulfill service requests such as fielding client questions over the phone, performing beneficiary or allocation changes, preparation for review meetings, and working with custodians and various financial and insurance institutions to transition assets from new business that arises from review meetings between Wealth Planners and clients. Once familiar with these duties and the workload of service tasks from clients allows, you will be expected to pass the Series 65 securities exam and become a Wealth Coordinator at which point you will not only prepare for and implement action items from client review meetings, but also conduct those meetings yourself. Our expectation is that this could be anywhere between six months and several years as it is based on client demand. Our Service Team is defined by the following formula: Speed = Trust. If we are accurate and timely in implementing a client's investment needs, we can create trust between our clients and our advisors. Specifically this requires: • Familiarity with investment plans as created by Wealth Planners, • Understanding how each investment works together, • Knowledge of individual account types and the specific investments within each account, • Timely submission of corresponding client data to ensure speed and accuracy, • Attention to detail, • Moderate Microsoft Office skills, • Client interaction on a regular basis to handle inquires, complaints, and requests in person or via phone Qualifications: • Previous experience in finance or other related fields preferred, • Familiarity with investment products and services preferred, • Ability to build rapport with clients, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skills Candidate currently holding Series 65 can more quickly progress to Wealth Coordinator position, assuming client demand allows. Company DescriptionBlue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.Blue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.

Job DescriptionCompany Description Christian Brothers Automotive Benefits: • Earn up to $140k Annually, • Closed Every Weekend To Spend Time With Family & Friends, • Paid Vacation & Paid Holidays, • Employer Paid Healthcare Benefits, • Matching Retirement Plans, • Local Owner - Onsite Daily, • On-Going Training & Career Advancement, • Chaplain Care Support Available, • Employee Appreciation Events, • Future Franchise Leadership Academy (FFLA) - Path to Shop Ownership Available, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Continuous Training Available Through The CBA Flywheel Learning System Job Title: Automotive Service Advisor / Writer Location: 10406 Kingston Pike, Knoxville, TN 37922 Job Overview: As an Automotive Service Advisor / Writer with Christian Brothers Automotive, you are the person that our customers look to when they need help with their vehicle. You are the person that our customers see every time they make an investment into their vehicle, because of these reasons you play a large role in building relationships with our customers. Service Advisors have the responsibility of taking our customer through the entire repair process, keeping them informed of the status of their vehicle and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet every customer that enters our facility with hospitality and respect, • Present the best solution to properly repair our customer’s vehicle in a way that is easy for them to understand, • Manage the store’s workflow in an effective and efficient manner, • Consistently and effectively sell our services without jeopardizing honesty and integrity, • Maintain a positive attitude and team atmosphere at all times, • Communicate on the phone in a clear professional manner, • Build long-term relationships between the store, yourself and the customer, • Directs, coordinates, and participates in performing customer service activities, • Shuttle customers as needed, • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed., • Other duties as assigned.Qualifications Qualifications: • Current driver’s license, • Driving record acceptable to our current insurance carrier, • Proficiency in Windows based computer software and automotive store applications, • Experience in Automotive Customer Service and Service sales, • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm, • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 250+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

Job Description About Us: Blue Ridge Wealth Planners, a rapidly growing and reputable Wealth Planning Firm in Knoxville, TN, is expanding its services to include Estate Planning, Medicare, and Tax (EMT) planning for its diverse client base. We focus on ensuring our clients receive personalized and comprehensive financial planning solutions. Position Overview: We are looking for a detail-oriented and dependable CPA Tax Advisor with leadership and management skills to join our team. If you have prior experience preparing individual tax returns, we want to hear from you! In addition to offering tax prep, the EMT Team will also assist clients with estate planning documentation procurement from wealth.com and advising on Medicare supplements as appropriate. As the EMT Team Lead, you will assist in developing the team structure for this team going forward, advising on ownership to staff up as necessary to mean client demand. In the first year, we do not expect there to be more client demand than one or two people can manage, but over time, this could grow into a much larger team. While experience with Estate returns or Medicare-related filings is a plus, it is not required. We will provide training to help you succeed in those areas. Minimum Requirements: • Proven experience in Tax preparation, • CPA certification is preferred, • Leadership and Managerial Experience. Key Traits: • Efficiency: Able to manage tasks promptly and effectively., • Proactivity: Anticipates needs and acts accordingly to manage responsibilities., • Integrity: Upholds the highest ethical standards in all professional interactions., • Curiosity: Eager to learn and adapt within the financial landscape. Key Responsibilities: • Prepare and file tax returns with precision and compliance., • Oversee client service paperwork processes to ensure accuracy and efficiency., • Perform detailed data entry tasks while maintaining data integrity., • Develop and implement estate planning documentation in collaboration with clients and our estate planning partner firm., • Guide clients through Medicare options, ensuring they choose plans that best meet their needs., • Conduct regular team meetings to review goals and provide training., • Analyze financial data to create custom reports for clients., • Stay informed about changes in tax laws and regulations to offer up-to-date advice. Benefits: • Health, Dental, Vision – employer covers 100% for the employee, • Generous PTO, • Paid major holidays (determined each year at companies’ discretion), • 401(k) – employer match up to 3%Company DescriptionBlue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.Blue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.

Job Description A Tax Senior Manager with PYA is responsible for overseeing tax compliance, planning, and consulting services for a diverse client base. The Tax Senior Manager leads and mentors tax teams, reviews complex tax returns, manages client relationships, and ensures compliance with federal, state, and local tax regulations. The Tax Senior Manager would be expected to use their experience to advise clients and develop a true trusted advisor relationship. Locations: Atlanta, GA | Nashville, TN | Tampa, FL Responsibilities: • Here are some additional expectations of our PYA Tax Senior Manager leadership position:, • Lead clients and teams with a demonstrated excellence in project management and relationship development, • Advise clients on a variety of tax issues, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects, all while maintaining focus on client service excellence, • Develop a team of tax consultants and other subject matter experts to ensure exceptional client service to PYA tax clients, • Cultivate existing business client relationships and advance opportunities with new prospect leads Qualifications: • 7+ years of tax experience within a public accounting and/or consulting firm, or equivalent experience in industry tax leadership, • CPA, EA license, or another recognized certification is required, • Client-oriented work ethic, committed to high-quality results, • Creative problem-solving skills with a high level of strategic, analytical, and conceptual skills and a passion for helping client, • Additionally, PYA prides itself on the services it provides to the healthcare, financial institution, and real estate industries. In addition, PYA continues to see growth opportunities in professional services and manufacturing. Experience in one or more of these industries, while not required, will enhance the qualifications of any applicant About PYA: PYA, a leading professional services firm, serves clients across the United States with expertise in consulting, accounting, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. Learn more about The PYA Way. Why PYA? • Be part of a dynamic and collaborative team that values innovation and excellence, • Work with industry leaders who are committed to professional growth and client success, • Competitive compensation, comprehensive benefits, and opportunities for career advancement

Job Description About Blue Ridge Wealth Planners Blue Ridge Wealth Planners helps retirees and pre-retirees in East Tennessee and beyond lead financially confident lives. We simplify complex financial planning and offer a “Plan for Everything” covering investments, retirement income, insurance, healthcare expense, and legacy strategies. (blueridgewealth.com). Our team thrives on collaboration, authenticity and a genuine commitment to our clients and each other. What you’ll experience in our culture • You’ll join a team of professionals who value ideas and trust over hierarchy. One review notes the firm “listens to everyone’s ideas before incorporating the best ones.” (Glassdoor), • You’ll be part of a close-knit environment where client relationships matter. We hire team members who bring empathy, curiosity and integrity., • You’ll work where personal growth is supported. You’ll be given ownership of the compliance function, with the ability to build and grow the program alongside experienced compliance consultants., • You’ll join an organization rooted in service and clarity: our mission is to bring confidence to clients, not complexity., • You’ll collaborate across roles, working with operations, marketing, client service, and wealth planning teams to embed compliance into everyday decisions. Position Summary Initially, this position will be that of a Compliance Analyst working directly under the firm’s current outsourced Chief Compliance Officer, but our intention is to hire someone who will be ready to graduate into the role of CCO in six to twelve months. As the CCO you’ll report to the owner and lead compliance matters for both our investment advisory and insurance/annuity business lines. You’ll continue to work with our external compliance consulting team and internal leadership and IARs to build and sustain a culture of compliance that supports our business and clients. This is a growth-oriented role. Our ideal candidate is someone familiar with investment and insurance compliance who seeks to work in an RIA where they can grow into the role of Chief Compliance Officer. We also expect the CCO to evolve and help develop the entire compliance program as the firm grows. Key Responsibilities • Maintain and update the compliance manual, code of ethics, supervisory procedures and related documents., • Run testing, monitoring and documentation processes to ensure firm-wide adherence to applicable investment adviser and insurance regulations., • Oversee regulatory filings such as Form ADV, Form U4 and state insurance registrations., • Deliver compliance training tailored for all levels of the firm., • Monitor regulatory developments (SEC, state insurance regulators, DOL where applicable) and advise business leaders on required actions., • Identify and assess operational and compliance risks, propose mitigation and implement solutions., • Work with the business, operations and insurance teams to make compliance practical and aligned with the firm’s values., • Support growth of the insurance/annuity line—especially fixed annuities—by ensuring regulatory alignment and sound controls. Qualifications • Preferred: 2–5 years of experience in compliance, legal, or regulatory roles within an RIA, broker-dealer, or insurance company., • Equivalent experience or technical knowledge will be considered. For example, experience working in the financial services industry in an operations, portfolio management, trading, or client service role may qualify in lieu of the 2–5 years of compliance experience, as would professionals holding a Juris Doctor degree., • Foundational understanding of investment advisory and insurance operations, with the ability and willingness to develop deeper compliance knowledge through training and mentorship., • Familiarity with the Investment Advisers Act of 1940 or interest in building expertise in this area., • Curiosity and initiative to learn about fixed insurance annuities and their regulatory framework., • Strong organization, communication, and relationship skills., • Collaborative mindset and readiness to work closely with firm leadership and compliance consultants. What You’ll Gain • A meaningful role where you’ll shape the compliance program rather than joining an established large-scale team., • Direct access to senior leadership with real influence on firm direction., • A team culture where your voice and experience matter., • A business that values compliance as part of client service and trust, not just a checkbox. If this role resonates with you and you’re ready to bring your compliance expertise into a values-driven, client-first firm, we’d love to talk. Company DescriptionBlue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.Blue Ridge Wealth Planners is an SEC-registered investment advisor working with thousands of families across the country to holistically plan for retirement which includes considerations for investments, income, taxes, legacy, and healthcare.

Job Description A Tax Manager with PYA is responsible for overseeing tax compliance, planning, and consulting services for a diverse client base. The Tax Manager leads and mentors tax teams, review tax returns, manages client relationships, and ensures compliance with federal, state, and local tax regulations. RESPONSIBILITIES • Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service, • Lead and develop a team of tax consultants and other service line subject matter experts, • Become a trusted client advisor and deliver exceptional client service, • Build and manage client relationships while developing and maintaining business development leads QUALIFICATIONS • 5+ years of tax and accounting experience with a public accounting and/or consulting firm preferred, • CPA, EA license, or anther recognized certification required, • Sound judgment with ability to manage risk effectively, • Superior communication skills, both oral and written, • Client-oriented work ethic, delivering high-quality results, • Creative problem solver with a high level of strategic, analytical, and conceptual skills and a passion for helping clients ABOUT PYA Focused on work-life integration and a culture of service, PYA offers a comprehensive benefits package which includes flexible work options. PYA is an independently owned, nationally recognized professional services firm with more than 40 years of service in accounting, tax, audit, and healthcare management consulting. Listed among the top CPA firms in the nation by USA Today, Forbes, and INSIDE Public Accounting, PYA also consistently ranks as one of the country’s Top 20 healthcare consulting firms by Modern Healthcare, is a Top 15 auditor of the nation’s largest health systems and is an industry leader in the percentage of female ownership. Learn more about The PYA Way. WHY JOIN PYA • Be part of a dynamic and collaborative team that values innovation and excellence, • Work with industry leaders who are committed to professional growth and client success, • Competitive compensation, comprehensive benefits, and opportunities for career advancement

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Start your career in a role where your education, people skills, and desire to make a difference truly matter. Foote Region Modern Woodmen of America is seeking upcoming and recent graduates who are interested in launching a long-term career in financial services with training, mentorship, and growth from day one. • Build Real Client Relationships from the Start: Unlike many entry-level roles, this opportunity allows you to work directly with clients early in your career. Youll help individuals and families navigate important financial decisions while building trusted, long-term relationships., • Make a Meaningful Impact Early in Your Career: Whether youre helping clients plan for major life milestones like education, healthcare expenses, or retirement, youll play a role in improving their financial confidence and security, and see the impact of your work firsthand., • Grow as You Learn: This role is designed for graduates who are eager to learn and grow. With structured training, licensing support, and ongoing mentorship, youll develop the skills and confidence needed to succeed while building a career path that evolves over time. Meet Our Leaders: Blake Foote is Regional Director for Modern Woodmen Fraternal Financial, where he focuses on advisor growth and leadership development across Eastern and Central Tennessee. With more than 12 years in financial services and a family legacy of over 50 years with Modern Woodmen, he brings deep knowledge and a passion for helping others succeed. Outside of work, Blake is a competitive golfer and enjoys an active family life with his two sons. Charlie Pratt is a Financial Representative with Modern Woodmen, beginning his career in 2016 straight out of college. He is passionate about making a meaningful impact on families and his community, staying deeply involved in church activities and local events. Outside of work, Charlie finds fulfillment in serving others and building lasting relationships through his community engagement. Benefits: • Competitive compensation range, • Opportunity for personal and professional growth, • Fraternal programs and activities to enhance quality family life, • Involvement in local volunteer projects and community impact, • Supportive and open communication culture, • Target Achievement: Meet or exceed business development goalsQualifications:, • Team-Oriented, • Enthusiastic, • Positive Attitude, • Self-Starter, • Community-Focused, • Coachable, • Athletic Background (bonus), • Military Background (bonus), • Goal-Driven, • Willingness to Obtain State Insurance LicenseRole Responsibilities:, • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage., • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly., • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement., • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance skills. Deadline: Apply soon as this position will go fast. Flexible work from home options available.

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