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Job Description Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys. Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply. What Does an Investment Advisor Representative Do? As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments. Your role will also involve: • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions., • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve., • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • 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 Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure Education: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • 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 without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description LOOKING FOR COLLEGE SENIORS WHO ARE SEEKING AN IMPACTFUL, HIGH PAYING CAREER THAT COME WITH FREEDOM OF TIME! Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys. Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply. What Does an Investment Advisor Representative Do? As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments. Your role will also involve: • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions., • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve., • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

Job Description This role is based in North Atlanta, GA. Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1.5B in Assets Under Management (AUM). They have an established office in Atlanta, GA and need an incredible leader to lead that office and drive new business development. As a Partner, you will have a lucrative compensation package including base/bonus/commission, dividends and equity. Depending on the candidate, the total cash compensation for this role should be in the "Mid 6 figures" with equity worth significantly more long term. Responsibilities: • Lead business development initiatives and grow Assets Under Management (AUM) through targeted networking, referrals, and strategic partnerships with centers of influence (e.g., attorneys, CPAs, family offices)., • Be the leader for a small, but high impact Atlanta office., • Serve as a trusted advisor to high-net-worth individuals, families, and business owners on wealth management strategies including investment management, estate planning, philanthropy, and tax optimization., • Manage and grow a book of business by fostering deep client relationships and delivering tailored financial strategies., • Partner with internal teams—investment research, tax specialists, estate and trust advisors—to deliver holistic financial solutions., • Contribute to the strategic direction of the firm, including governance, culture, client service model, and long-term growth strategy., • Mentor, coach, and develop junior advisors to support firm-wide talent development., • 15+ years of experience in the Wealth Management industry along with leadership experience., • You are a natural leader and excited about building something while growing your career and earnings., • Excels at New Business Development and growing AUM, • You have an extensive network and are embedded in the community via memberships like Country Clubs or Tennis Club., • Active on Boards, • Strong Customer / Client services orientation., • CFP Preferred #ZR

Job Description Independent Financial Advisor – Fully Remote (Atlanta area or Southeast) We are a culture-first independent financial advisory firm on a strong growth trajectory, seeking an experienced Financial Advisor who can work remotely. This role is well suited for either: • Experienced Financial Advisors who already manage a book of business and are seeking a new platform towards higher payouts and fuller or complete independence, or As a Financial Advisor, you will play a critical role in expanding your client base by prospecting, presenting, and closing your own new business centered around investment and retirement solutions. You'll be delivering customized financial strategies that reflect a commitment to long-term wealth management and client success. What Sets Us Apart • As fiduciaries, we always act in our clients' best interests, ensuring recommendations align with their long-term goals., • We are a culture-first firm where independence, collaboration, and personal accountability drive success., • Advisors receive weekly coaching and development support focused on both sales execution and financial planning excellence., • You'll work with a high-performing, client-centric team supported by strong systems and infrastructure designed to help you scale., • We are able to design a transition/sign-on package for you that meets your needs, • Acquire new clients through consistent prospecting, networking, and proactive outreach, whether by transitioning an existing book of business or by building one from the ground up., • Sell financial securities products, including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs., • Lead discovery meetings and deliver investment and retirement solutions based on a thorough understanding of client goals., • Minimum of 5 years of experience as a fully licensed, production-oriented Financial Advisor, • Active FINRA Series 7 and 66 licenses (required), • Demonstrated success in new client acquisition — either through an existing book of business or a documented ability to self-source and close new relationships, • Strong knowledge of investment vehicles, retirement planning, and holistic financial planning, • Proactively build and grow your practice through sales-driven outreach and relationship-building, • Develop personalized financial plans across retirement, investment management, estate strategies, and more, • Stay current with industry trends, market conditions, and compliance requirements, • Use financial planning tools to support client recommendations and ongoing portfolio monitoring We take pride in serving clients who have worked hard to achieve their financial goals. Our team operates with mutual respect, high standards, and shared accountability. If you are entrepreneurial, coachable, and thrive in a high-trust environment where performance and integrity matter, we want to meet you.

Job DescriptionBenefits: • Health Stipend, • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Training & development Securities Licensed Sales Team Member Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment. Financial Advisor Meaningful Career, Not Just a Job! Join a passionate team where your financial expertise makes a real difference. At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment productsso you can focus on what you do best: helping people achieve financial confidence. What We Offer: • Base salary plus uncapped commission earning potential, • Access to existing State Farm customer households, • Wealth Academy Training and professional mentorship, • Investment options through American Funds and BlackRockWhat Youll Do:, • Provide comprehensive financial advice and planning to clients, • Build lasting relationships through proactive communication and trust, • Partner with an experienced career agent to grow your business, • Demonstrate sound judgment, market knowledge, and client-first integrityWhat Youll Bring/Job Requirements:, • 6, 63, and 65 Licenses, • 2+ years of financial services experience, • Proven relationship-building and advisory skills, • Bachelors degree preferredJoin a team where your skills are valued, your growth is supported, and your work truly matters. Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity

Job Description Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. 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 Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your 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. Responsibilities 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 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. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must 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 revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • 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 support2, • 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 #LI-Onsite Qualifications You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • 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 contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

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, • 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 membersQualifications:, • 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 plusAbout 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 Description This role is on-site in the Buckhead section of Atlanta (North Atlanta). You must be commutable to the Buckhead Atlanta area or willing to re-locate. This role is for someone early in their career who is interested in learning the ins and outs of wealth management through the eyes of a Client Services role while growing into a Wealth Advisor role long term. We'd expect this to be a multi-year investment while you learn from the advisors around you. You will mainly support 3 advisors and their clients in this role and in the process, gain invaluable experience and knowledge that will be a stepping stone to a Wealth Advisor role in the future. The Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively, work in a fast-paced environment, and effectively prioritize. Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1B in Assets Under Management (AUM). RESPONSIBILITIES • Enhance the client experience by providing exceptional client service in various functions, including new account opening, document completion, and resolving client inquiries, • Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds, • Proactively coordinate client service activities in conjunction with the advisory team, • Organize materials for client meetings, as well as ad hoc requests, • Actively participate in the firm’s compliance and efficiency efforts, • Experience / Demonstrated intereste in the Investment / Wealth Management industry is preferred, • A desire to learn the ins and outs of wealth management and progress to a Wealth Advisor role long term., • Has obtained or is Interested in obtaining a Series 65, • Strong attention to detail and organizational skills, • Ability to self-start and think creatively, • Experience with Outlook and CRM applications (Salesforce) is a plus, • Proven ability to work in a team-oriented environment, • Discretion with confidential information, • Strong communicator, people person, and networker - Networking and business development becomes more important long-term as a Wealth Advisor #ZR

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • 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 primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. 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. 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Job Summary: Serves as a dedicated support partner for one or more Advisors, managing day-to-day client communications, preparing for client meetings, and coordinating follow-up actions to ensure a seamless and proactive client experience. This role is crucial in facilitating the Advisor's ability to focus on high-level planning and relationship building. Job Responsibilities: • Perform clerical functions related to opening client accounts and ongoing account maintenance based on client preferences and requests., • Provide same-day responses to client requests., • Tracking and monitoring incoming assets and reconciling as needed., • Work with the Financial Advisor(s) and the client in obtaining required documents for the account opening process., • Demonstrate operational proficiency of Sage Mountain's technology systems by processing correctly both the day-to-day business items and the ad hoc research needs within the client dictated time frames., • Perform money management related requests such as wires, ACH, journals, dividend reinvestment, cash management., • Identify situations that need to be brought to the attention of the FA(s) when necessary., • Track, monitor and distribute tax documents and other requests made by the client's personal advisory team, such as CPA, lawyer, and other family office staff., • Bachelor's Degree, • 5+ years of customer service or administrative experience, • Industry or Industry related experience, • Experience working with Ultra High Net Worth Families, • General understanding of the investment brokerage industry and securities knowledge, • Ability to organize and prioritize, • Excellent grammar and possess phone/office etiquette, • Strong communication skills both written and verbal, • Strong interpersonal skills, • Strong focus on providing exemplary client service

Job DescriptionSalary: The Opportunity: The Customer Success Manager (CSM) is a customer-facing role within Euna Solutions Enterprise Customer Programs (ECP) team. This new position is designed to strengthen long-term partnerships with state agencies and large public sector clients implementing and adopting Euna Grants solutions. The CSM is accountable for customer health, executive-level engagement, renewal readiness, and ensuring successful adoption of grant management systems. This role requires the ability to foster trust, engage in consultative conversations, and guide customers through long-term success journeys with confidence. The ideal candidate is a relationship-builder who combines deep knowledge of public sector operations and grants management with SaaS customer success experience. This individual must be equally comfortable presenting to senior state executives, advising agency project leads, and collaborating with internal delivery teams. The CSM will act as a trusted advisor, helping clients achieve their objectives and maximize their investment in Eunas solutions. Key Responsibilities: • Serve as the primary relationship manager for high-profile state agencies and enterprise customers, ensuring strong executive-level engagement and customer advocacy., • Partner with ECP project teams to support seamless transitions from implementation to steady-state adoption., • Develop and execute customer success plans that drive system adoption, stakeholder confidence, and measurable outcomes aligned with agency goals., • Provide executive briefings, strategic check-ins, and data-driven progress updates to agency leadership., • Act as a trusted advisor to customer project sponsors and decision-makers, ensuring alignment of Euna solutions with policy, compliance, and funding priorities., • Monitor customer health indicators (adoption rates, usage trends, feedback, risk signals) and intervene proactively to resolve challenges., • Support renewal readiness by ensuring customers recognize the value of Euna solutions and are prepared for long-term partnership commitments., • Engage in consultative, sales-oriented conversations that reinforce adoption outcomes and explore opportunities for expanded value., • Advocate for customer needs internally, ensuring feedback informs product roadmaps, services enhancements, and training priorities., • Contribute to the development of standardized success frameworks, playbooks, and reporting models tailored for public sector clients. Minimum Qualifications: • 5+ years of customer success, account management, or client services experience in a SaaS or enterprise software environment., • Demonstrated success engaging senior public sector stakeholders, particularly in state government or grants management contexts., • Strong understanding of the grant lifecycle, compliance obligations, and public sector funding practices., • Excellent communication and executive presentation skills, with the ability to influence senior leaders and simplify complex concepts., • Proven track record of building long-term client relationships that drive adoption and outcomes., • Bachelors degree in Public Administration, Business, Information Technology, or a related field. Preferred Qualifications • Experience with grants management systems, public sector ERP/finance platforms, or large-scale government SaaS implementations., • Familiarity with renewal and expansion strategies within customer success functions., • PMP, CSM, or equivalent project management/customer success certification. Knowledge, Skills, and Abilities • Strong relationship-building skills with ability to engage confidently in executive conversations and foster trust in long-term partnerships., • Skilled at executive communication, facilitation, and storytelling with a customer impact focus., • Comfortable with renewal processes and capable of engaging in sales-type discussions to support long-term value realization., • Data-driven with ability to monitor, analyze, and act on adoption metrics and customer health indicators., • Comfortable engaging across organizational levelsfrom agency executives to operational staff., • Adaptable and resilient when navigating complex political, organizational, or cultural dynamics., • Professional, reliable, and accountable, aligned with Eunas mission of transparency and public sector trust. Location: This position is hybrid working 3 days/week in our Oakville or Atlanta office. WhatIt'sLike to Work at Euna Solutions At Euna Solutions, we carefully foster a work environment where employees have a safe space for creative and intellectual freedom, and the opportunity to work cross-functionally. We offer a dynamic environment with considerable opportunity for professional growth and advancement. Here are some of the perks that Euna employees enjoy: Competitive wages Wepaycompetitive wages and salaries, and we only expect an honest 40-hour week for it. Wellness days Whats better than a long weekend? An extra-long weekend!Twice a year, Euna employees enjoy an extra day on top of the long weekend! An extra day to decompress and spend time doing the things you love. Community Engagement Committee At Euna, we know how important it is to give back. Our community engagement committee looks for ways to give back to our local communities through time,giftsand skills. Flexible work day Weunderstandthat what a workday looks like differs by employee and the role requirements. Through our interview processwellwork with you to ensureitsa fitfor you and the specific roleyoureinterested in. Benefits Askus for a copy of our health and dental benefits! Culture committee Celebrateatevery occasion with the culture team! They make sure that our teams culture is bustling with frequent fun events for holidays and special occasions, as well as for miscellaneous fun. About Euna Solutions Euna Solutions is a leading provider of purpose-built, cloud-based software that helps public sector and government organizations streamline procurement, budgeting, payments, grants management, and special education administration. Designed to enhance efficiency, collaboration, and compliance, Euna Solutions supports more than 3,400 organizations across North America in building trust, enabling transparency, and driving community impact. Recognized on Government Technologys GovTech 100 list, Euna Solutions is committed to advancing public sector progress through innovative SaaS solutions. To learn more, visit . Please visit our website: check out our LinkedIn Page: We believe in embracing new perspectives andoptimizingimpact. If you have relatable experience and relevant transferrable skills but feel you may be missing a few of the requirements, we encourage you to apply! We recognize that people have unique career journeys and ifyou'reexcited about this role and know you can bring something great to the team, then we want to hear from you. Please know Euna Solutions is committed toprovidinga comfortable and accessible interview process for every candidate. If there are anyaccommodationsour team can make throughout our hiring process (big or small), please let us know. For any inquiries or requestsregardingaccessibility at Euna Solutions, please call our officeat1.877.707.7755. Upon request,appropriate accessibleformats or arrangements will beprovidedas soon aspracticable.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

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

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend is seeking an experienced Senior Scheduler to manage scheduling as a core project controls function on a large-scale, mission-critical data center construction program. The ideal candidate brings a strong background in construction project controls and expertise in developing and managing integrated schedules for complex, fast-paced projects in hyperscale or other mission-critical environments. Responsibilities: • Develop, monitor, and update the Integrated Master Schedule (IMS) for large-scale capital programs., • Establish and maintain the schedule management program, processes, and deliverables., • Prepare baseline schedules and schedule basis documentation for approval., • Consolidate contractor schedules into the IMS and ensure consistency across platforms., • Conduct Critical Path and near-critical path analysis; assess impacts and report findings., • Perform Time Impact Analysis (TIA) and “what-if” scenarios to evaluate changes and delays., • Apply Earned Value Management (EVM) to measure project progress and forecast outcomes., • Track progress against baselines, identify schedule variances, and recommend corrective actions., • Conduct resource loading and leveling for accurate schedule planning., • Maintain records of scope changes, trends, and variances affecting schedule performance., • Produce schedule progress reports, trending charts, KPIs, and executive-ready presentations., • Act as a trusted advisor to stakeholders, providing guidance and facilitating decision-making., • Ensure credibility and integrity of all schedule data throughout the project lifecycle., • Maintain liaison with clients and consultants at all project stages., • teams., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications, • Bachelor’s degree in construction management, quantity surveying, engineering, or a related field., • A minimum of 5–7+ years of experience in construction scheduling or project controls., • Proven ability to manage schedules for complex, multi-stakeholder projects in a matrix environment., • Expertise in Primavera P6; proficiency in Microsoft Excel and familiarity with BI tools (e.g., Tableau) is a plus., • Strong knowledge of Critical Path Method (CPM), Earned Value Management (EVM), Scope Control, Change Management., • Excellent communication and stakeholder engagement skills., • Experience developing and governing IMS/WBS for large-scale or mission-critical programs., • Ability to consolidate multi-contractor schedules and maintain schedule integrity., • Demonstrated capability to produce high-quality reports and executive-level presentations. Additional Information Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job Description At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. Operations Assistant We are looking for an Operations Assistant to join our growing team in Atlanta, Georgia. The ideal candidate is a go-getter who is task-oriented, loves learning new things, and is a self-motivated team player. The Operations Assistant is responsible for an array of operational duties that support the broader Client Service Team. A successful Operations Assistant may not have Financial Services experience but is passionate about learning the industry and building a long-term career with a values-driven organization. This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period. Core Functions: • Answer and route incoming client calls to the appropriate Client Service Associate/Manager or Investment Advisor, • Monitor inbound client account requests, • Support quarterly reporting, • Bachelor’s degree, preferred, • 0-1 years of corporate work experience in customer service, operations, or administration or relevant university coursework and/or internship experience, • Client-first attitude, • Handles confidential and highly sensitive information with ultimate discretion, • Proven ability to work collaboratively with others, • Self-starter with the ability to execute tasks with little oversight, • Excellent ability to manage competing priorities, • Excellent communication and time management skills, • Proficiency in Word, Excel, PowerPoint, and Outlook, • Committed to a culture of compliance Powered by JazzHR vCYTcRxhIe

Job DescriptionDescription: Dynasty Financial Partners is seeking an individual to join the firm as a Relationship Manager on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one of the most important roles within our company, because you are the head of the relationship between our client firms and Dynasty. It is the RM’s job to project manage all the various projects a client firm is working on with Dynasty, along with being a strategic advisor to the leadership of the Network firm. The RM will be expected to lead the effort to drive profitability and growth within these organizations. This specific role will be based in Atlanta, Georgia, at the site of a client firm of Dynasty and will be focused on this relationship specifically. RESPONSIBILITIES: The Relationship Manager for the Dynasty will have responsibility and accountability for the following: • Relationship Management: Ensure clients of Dynasty receive prompt responses to inquiries. Problem solve a variety of situations using creative thinking. Act as an outsourced chief operating officer (OCOO), so that principals of the business can maintain focus on growth., • Strategic Coach: Work with principals of the firms to design and implement business plans. Assist with evaluation of RIA’s internal teams. Provide on-going feedback around the firm’s business model with a specific focus around client development., • Project Management: Be able to coordinate multiple parties to work towards clear goals and hurdles. Collect information from multiple parties and provide clear communication back to the client and senior management., • Transition Specialist: Prior experience in handling a wealth management firm’s transition onto a new technology solution/platform, or a transition of an actual advisor team to a new firm., • Communication: Dynasty’s headquarters are based in St. Petersburg, Florida and so the VP will be responsible for reporting back to senior leadership on progress within the relationship and identify any issues., • Work Travel: Members of the Relationship Management Team expect to travel most weeks, as we do believe in building relationships through face-to-face meetings. Since this position is to be located at the headquarters of a client firm, less travel than normal could be expected. However, travel will still be involved, at the very least to travel back to Dynasty HQ in St. Petersburg, Florida. Requirements: QUALIFICATIONS • Bachelor’s Degree in Business Administration, Finance, Economics, or related field required, • Experience in corporate development, investment banking, private equity, or strategic consulting roles with a focus on M&A and corporate strategy, preferred., • Understanding of financial analysis, valuation methodologies, and deal structuring., • Strong attention to detail and ability to handle and process complex information accurately., • Strong communication skills (both oral and written) and interpersonal skills., • Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines., • Detail oriented and thorough in completing projects/tasks., • The most important factor is being able to be a self-starter and take the initiative on projects., • Good presentation and public speaking skills., • Strong communication and interpersonal service skills., • Excellent writing, presentation, and organizational skills., • Detail oriented and thorough in completing projects/tasks., • Intellectual curiosity and critical thinking skills., • Must have initiative and ability to complete tasks with minimal supervision., • An interest in working in a team environment with a willingness to pitch in where needed., • Excellent Powerpoint and Excel skills., • Experience in one or more of the following career paths will definitely be a plus:, • Wealth Management: Experience working in the wealth management world, whether that be as an advisor, manager or support role. The key requirement is having a deep knowledge of concepts and operational relationships that are part of running a wealth management firm., • Practice Management: The ability to work with advisors/company leaders to help them drive growth and profitability within their firms., • Health Insurance, • Dental insurance, • Vision insurance, • Retirement plan 401(k), • 401(k) matching, • Paid Time Off, • FSA/HSA benefits plans, • Disability benefits, • Voluntary Life Insurance

Job DescriptionDescription: Based in Atlanta, GA, EyeQ Monitoring provides industry-leading security and business intelligence solutions to a variety of business sectors throughout the US. As an FP&A Manager at EyeQ Monitoring, you'll be instrumental in guiding strategic decision-making through detailed financial analysis, forecasting, and modeling. You'll support the finance leadership and cross-functional teams as EyeQ continues its high-growth trajectory in AI-powered security and operational intelligence. This role is required to be in-office in South Marietta/North Atlanta, GA. Here at EyeQ, people matter. Any new team members we bring on have to live and breathe our core values, just like we do. We value trusted partnerships. We believe in the value of transparent, reliable and growing relationships with our team and customers and turn away people and businesses that don’t fit. We build to last. We focus on long-term solutions and spend requisite time to ensure our solutions will work the first time. We take the hill. We are excited to take on challenging work, find new solutions and technology frontiers, and attack problems others are scared of; as such, we celebrate failing fast, being transparent, and working with people who we trust to run up those hills with us. We enjoy the journey. We take our customer needs but not ourselves seriously; Our work is a part of our life we want to enjoy unapologetically; We are proud of the mission we are entrusted with and the team we get to serve with every day. Responsibilities • Budgeting & Forecasting: Lead the annual budgeting process and quarterly forecasting, aligning financial plans with EyeQ’s strategic objectives and growth targets., • Financial Modeling: Build, maintain, and enhance complex models exploring revenue drivers (e.g., service subscriptions, installations, add-on solutions like Virtual Service Advisor) and cost efficiency levers., • Operational Insights: Collaborate with Operations (SOC), Sales, and Product teams to interpret key performance indicators—such as alarm response times, monitoring cost per site, ROI from analytics-driven solutions—and translate them into actionable financial recommendations., • Variance Analysis: Analyze budget vs. actual performance, identify financial trends and operational variances, and deliver insights with corrective action plans for leadership., • Investment Evaluation: Perform due diligence on capital expenditures and strategic growth initiatives (e.g., expanding service footprint, developing new AI analytics features), including NPV/IRR analysis and ROI projections., • KPI Development: Define and monitor financial and business KPIs aligned with EyeQ’s value proposition—such as cost per monitored site, reduction in false alarms, retention rates, and customer acquisition ROI—to inform executive reporting., • Executive Reporting: Prepare monthly/quarterly dashboards, board materials, and presentations that clearly communicate financial health, growth forecasts, and strategic recommendations., • Cross-Functional Partnering: Partner closely with teams across Operations, Product, and Strategy to align financial insights with business decisions in areas like pricing, expansion, and service innovation., • Process Improvement & Tools: Streamline FP&A capabilities through process enhancements, financial controls, and leveraging tools such as advanced Excel, Power BI, or other planning software.Requirements:, • Bachelor's degree in Finance, Accounting, Business, or related field., • 3–5 years of FP&A or financial analysis experience, ideally within high-growth, technology-enabled services or B2B SaaS environments., • Expertise in financial modeling, budgeting, forecasting, and variance analysis., • Strong analytical and problem-solving skills with exceptional Excel proficiency., • Excellent communication and presentation skills, with ability to distill financial insights for executive leadership., • Experience in physical security, surveillance, or AI-driven technology sectors., • Familiarity with subscription or recurring revenue models., • Knowledge of BI tools (e.g., Power BI, Tableau) and/or financial planning platforms (e.g., Adaptive Insights)., • MBA or relevant advanced degree.

Job Description Energy Impact Partners (EIP) is a global investment platform leading the transition to a sustainable, abundant, and reliable energy future. EIP brings together entrepreneurs and a global coalition of energy, real estate, and industrial companies to advance clean energy innovation. With over $4 billion in assets under management, EIP invests across venture, growth, and credit. We’re seeking an Associate to join our Research & Innovation (Strategy) group: the team at EIP responsible for the strategic platform bridging EIP’s investment teams, corporate partners, and portfolio companies. This position will focus on energy supply, covering topics such as: clean fuels, power generation, carbon management, and AI for energy system operations. Within those domains, this role will support in the development of deep market insight and apply that insight to: A) support our investment deal flow; B) accelerate commercialization for our portfolio companies, and C) help our corporate partners drive meaningful innovation in their business. This is an opportunity to work at the nexus of technology innovators and established energy incumbents to accelerate change in our industry. We’re looking for an insatiably curious, analytically minded market researcher, who’s able to manage multiple workstreams and draw insights across an ecosystem spanning technical founders, startup commercial leaders, corporate innovation leads, and corporate finance professionals. Atlanta is our preferred location for this position. Exceptional candidates in New York City will be considered. Key Areas of Responsibility: Generating sector research & insight • Support market analysis on a wide variety of topics – synthesizing industry research and data from diverse sources to generate insight that’s simply unavailable anywhere else, • Develop market landscapes for investable target companies, • Identify the transformational impact that emerging technology might have on our strategic partners’ businesses, • Support and lead working groups of subject matter experts and operational leaders from our strategic partner consortium, • Work hand in hand with partners on building business cases and deployment pathways for transformational technology, • Present and publish unique insights to share EIP’s views both within and outside of our immediate ecosystem, • Collaborate with our investment teams to source deal opportunities and build conviction in investment decisions, • Share actionable insight with our portfolio on market dynamics & opportunities, • 2-4 years of experience in market analysis; management consulting; corporate strategy; investment banking, or other relevant fields, • Bachelor’s degree in scientific or engineering field preferred (chemistry, chemical engineering, electrical engineering, materials science, sustainability, mechanical engineering, biology, or similar), business / economics also considered, • Prior experience, or demonstrated interest in, the energy or climate tech sector, • Excellent analytical skills and capability to assess complex business cases, • Excellent verbal and written communication skills, • Proven ability to juggle multiple competing priorities in fast paced environment with limited oversight, • Strong detail orientation and commitment to accuracy, • An independent mindset and intellectual curiosity, • A proven track record of working effectively on a team and being a good teammate, • Advanced proficiency in Microsoft Word, Excel, CoPilot/AI tools, and PowerPoint

Job DescriptionJob Overview Georgia Properties Consultants (GPC) is seeking a highly motivated Acquisitions/Sales Associate to join our Atlanta team. In this entrepreneurial role, you will specialize in sourcing and selling off-market investment real estate – including fix-and-flip houses, rental portfolio opportunities, and distressed properties. You will be responsible for both acquisitions and dispositions, meaning you’ll prospect and secure property deals as well as market and sell those deals to our network of investor clients. This is a fast-paced, high-volume sales environment ideal for a driven self-starter with a passion for real estate and investment analysis. This position is 100% commission-based, offering unlimited earning potential for those prepared to put in the effort. If you have an entrepreneurial drive, strong communication skills, and the ability to thrive under pressure, this is a life-changing opportunity to build a lucrative career in investment real estate. Requirements Key Responsibilities • Deal Sourcing & Lead Generation: Proactively source off-market residential investment opportunities through prospecting, cold calling, networking, direct mail, and leveraging relationships with homeowners, wholesalers, real estate agents, and other local sources. Build a pipeline of distressed properties, fixer-uppers, and value-add opportunities in the Metro Atlanta area., • Deal Analysis: Analyze each potential property deal to determine its investment viability and profitability. Calculate after-repair values (ARV), estimate necessary rehab costs, review comparable sales/rentals, and forecast potential ROI to identify high-potential investments., • Negotiation & Acquisition: Negotiate purchase agreements with sellers to secure properties under contract at optimal prices. Use strong negotiation and people skills to create win-win outcomes, persuading sellers to work with GPC., • Client Management (Investors): Build and maintain a network of investor clients seeking fix-and-flip, BRRRR, or rental investments. Learn each investor’s goals and buying criteria. Manage investor relationships through regular communication, honest advising, and consistent delivery of suitable opportunities., • Investment Advising: Act as an investment advisor to your buyer clients. Present off-market deals with compelling investment rationale – highlighting renovation scope, projected ARV, rental income potential, and exit strategies., • Marketing & Sales (Dispositions): Market properties to qualified investors via our proprietary channels, email blasts, and one-on-one outreach. Host showings or walkthroughs, match properties to investors, and facilitate fast, efficient sales., • Transaction Coordination: Oversee the deal process from contract to close. Coordinate with title companies, inspectors, and lenders to ensure smooth closings. Address issues quickly to keep transactions on track., • Market Insight & Strategy: Stay informed on local real estate trends, pricing, inventory levels, and investor demand. Identify emerging neighborhoods and opportunities., • Performance & Volume: Meet and exceed monthly targets for deals sourced and sold. Work at high volume – making offers, calls, and closing deals regularly., • Collaboration: Work closely with the internal GPC team, sharing insights and strategies to keep the sales engine running efficiently., • Continuous Improvement: Participate in training, sales meetings, and coaching to continuously improve your skills, analysis, and negotiation techniques.Qualifications & Skills, • Active Georgia Real Estate License (Required), • Experience in real estate or sales preferred; entry-level candidates with strong drive also encouraged to apply, • Self-motivated and entrepreneurial; thrives in a high-accountability, commission-only environment, • Excellent communication and interpersonal skills; persuasive and professional, • Strong analytical skills; able to run comps, estimate rehab costs, and forecast ARV, • Negotiation skills and confidence under pressure, • Highly organized; able to manage a pipeline of leads and transactions simultaneously, • Fast-paced, resilient, and goal-oriented, • Passionate about real estate investing and knowledgeable about local Atlanta market, • Comfortable using CRM tools, spreadsheets, and digital sales platforms Benefits What We Offer • Unlimited Earning Potential: 100% commission structure with no income cap. First-year associates often earn $90K+ with top performers exceeding $150K., • Training & Mentorship: Onboarding, coaching, and one-on-one mentoring from experienced investors and agents to shorten the learning curve., • Exclusive Inventory & Resources: Immediate access to proprietary tools, deal flow, and an investor buyer network to accelerate sales., • Supportive Team Culture: Autonomy with the benefit of a collaborative, high-performing team that shares best practices and celebrates wins., • Career Growth: Clear paths for advancement, including senior roles and management opportunities as the company expands., • Real Estate Investment Knowledge: Learn the ins and outs of real estate investing and potentially grow into your own portfolio., • Work Flexibility: Full-time commitment with schedule flexibility and entrepreneurial independence. We ask all applicants to complete the assessment in the link below:

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Job Description About Foresite Foresite is a premier Managed Security Services Provider (MSSP) at the forefront of the cloud security revolution. We partner with enterprise clients to deliver a powerful combination of Google's cutting-edge SecOps platform and our own expert-led managed services. Our mission is to simplify the complexity of modern cybersecurity, enabling our clients to operate with resilience, grow with confidence, and transform their security operations from a cost center into a strategic business enabler. We are a team of passionate, intellectually curious, and results-driven professionals dedicated to securing the future of enterprise technology. About the Role Preferred Location(s): Atlanta Travel: 30% The Opportunity: We are seeking a world-class Enterprise Sales Manager to drive the adoption of our Google SecOps managed services in the Southeast region. This is not a typical cybersecurity sales role. You will be selling a transformative vision for the modern Security Operations Center (SOC)—a dual-layered solution that combines a disruptive, cloud-native technology platform with a high-value, expert-led partnership. The ideal candidate is a strategic, consultative seller who thrives on challenging a customer's perspective and can navigate complex, C-suite-level conversations. You will be the quarterback of your territory, responsible for the entire sales cycle, from generating initial pipeline to negotiating and closing six- and seven-figure deals that have a material impact on our clients' security posture and business outcomes. What You Will Do: * Consistently meet and exceed new business sales targets for the Mid-Atlantic enterprise territory. * Develop and execute a strategic territory plan to identify, qualify, and close new business opportunities with large enterprise organizations. * Lead the entire sales cycle from discovery to close, orchestrating internal resources, including Sales Engineers and Solution Architects, to deliver tailored solutions. * Engage with C-level executives, particularly CISOs and CIOs, acting as a trusted advisor who understands their unique business challenges and strategic priorities. * Build and articulate compelling, data-driven business cases and ROI models that justify a significant investment in our managed services. * Master and apply a rigorous sales qualification framework (e.g., MEDDIC) to ensure accurate forecasting and efficient resource allocation. * Challenge customer assumptions by teaching them new insights about their business and the evolving threat landscape, effectively reframing their problems to create urgency. * Maintain an in-depth knowledge of the Google SecOps platform, the competitive landscape, and industry trends to position Foresite as the definitive solution provider * Capture and maintain accurate prospect and pipeline information in our CRM system. Required Qualifications: 7+ years of experience in a quota-carrying, closing role selling enterprise software or SaaS solutions. 3+ years of direct experience selling complex cybersecurity solutions (e.g., SIEM, SOAR, XDR, Cloud Security). Proven track record of successfully selling to C-level executives and navigating complex buying committees within large, matrixed organizations. Demonstrable expertise in a structured sales methodology (e.g., MEDDIC/MEDDPICC) and a consultative, value-based selling approach. Exceptional executive presence and communication skills, with the ability to build a compelling business case that resonates with both technical and financial stakeholders. A growth mindset, characterized by intellectual curiosity, resilience, and a high degree of coachability. Preferred Qualifications: Prior experience selling solutions built on or deeply integrated with a major cloud provider (GCP, AWS, Azure), with direct GCP experience being a significant advantage. Previous experience selling for or to a Managed Security Services Provider (MSSP), demonstrating a clear understanding of the recurring revenue and partnership-based business model. A "Challenger" mentality with the ability to teach, tailor, and take control of a sales conversation to guide customers toward a better solution. Why Join Foresite? Disruptive Technology: Work with a cutting-edge, cloud-native security platform backed by Google's global infrastructure and AI capabilities. High-Impact Role: Directly contribute to Foresite's strategic growth by addressing critical security challenges for enterprise clients. Expert Team: Collaborate with a team of seasoned cybersecurity professionals and sales leaders. Career Growth: Opportunity for significant professional development in a dynamic and expanding market. Competitive Compensation: Attractive base salary, uncapped commission, and comprehensive benefits package. If you are a driven, intellectually curious, and strategically minded enterprise sales executive with a passion for cybersecurity, we encourage you to apply. Join Foresite and help us shape the future of security operations.

Job DescriptionSalary: Dependent on Character and Experience Welcome to Altius Executive Franchise Partnership (EFP) Program The Benefits of Traditional Employment + The Freedom & Prosperity of Ownership Altius is disrupting the stagnant workplace model with a revolutionary new hybrid career path, theExecutive Franchise Partnership(EFP). Our EFP model gives you all the benefits of traditional employment, including a secure salary and top-notch benefits, challenges you with the authority and responsibility of franchise ownership, and rewards you with the personal growth and financial prosperity typical of a successful entrepreneur. Unlike starting your own business or buying into a franchise, the EFP opportunity requires no upfront financial investment, no franchise fee, and no royalties. EFP removes the barriers that have previously made it difficult for ambitious, hard-working young professionals like you to realize your full entrepreneurial potential. EFPs begin with the title of Sr. Regional Director. Promotion to Regional Vice President is typical within 2-3 years. Promotion to Sr. Vice President is typical within 3-5 years. Each promotion is accompanied by a significant increase in salary, culminating in promotion to Full Sr. Partner and President of your assigned region. Once you reach Full Sr. Partner, all EFPs are guaranteed a minimum $200,000 salary. Full Sr. Partners receive 30% equity participation in all profit within their assigned region, with no earnings cap. As your region continues to grow, your income potential is truly unlimited. Start your new dream career today. Set your own schedule. Enjoy unlimited vacation. Earn guaranteed ownership in your assigned region.Complete your EFP Application Packet Today! Learn more about the EFP model by comparing it to traditional employment and franchise models here. ALTIUS CULTURE We approach work differently. Most people have a job. Our team has a mission. Most people are employees. We are mentors. Most people TRADE their time for money. We INVEST our time in those we serve. Most people seek to elevate themselves. Our mission is to elevate our clients and team members. Most people expect a raise based on tenure. We reward excellence, not existence. Most people work for someone elses gain. We work as one and win together. Most people make WIDGETSand frequently change JOBS. We make a DIFFERENCEand frequently change LIVES. Meaningful, mission-driven work does change lives. It doesnt maximize profits, impress investors, or help anyone get-rich-quick. Our mission is immense. The barriers to our success are numerous. The work is hardand theres a lot of it. For those reasons, most folks simply wont like it here. If youre fighting for your piece of the pie, you can probably get a bigger bite elsewhere. On the other hand, if youre exhausted with soulless corporations, societal decay, and low-character leadershipyou may be ready to join us in fighting for something bigger than yourself. Inspired Work. Never Woke. Were drawing a line in the sand. We do not bow to woke or politically correct ideology. We hire character first, talent second. Around here, those words mean we will hire you (or fire you) based on those two criterianever your gender, your skin color, or any other non-mission-related nonsense. We will never coerce you to speak allegiance to any political or sociological fetish, left or right. We celebrate Christmas. If that offends you, you shouldnt work here. We also celebrate Hanukah and Ramadan. If that offends you, you shouldnt work here. We live the truth that all people are created equal. Woke ideology divides us; we focus on what unites us. Win or lose, we are beholden to no one. We dont participate in corporate welfare. We refused millions of dollars in PPP funds and we wont be taking government subsidies or handouts in the future. We make a profit: Every. Single. Year. This small margin is our lifeblood, it is our primary tool for growth, and we defend it by honoring every dollar. We dont go into debt. Ever. Freedom Lovers Gathering... We are grateful. We are blessed. After God and family, freedom is our greatest endowment. Nothing we achieve would be possible without personal freedom, a free-market system, and the safeguards of our inspired Constitution. We love America and never back down from her defense. Yes, these can be fighting wordsbut we have courage. Some folks will find our ideals repulsive, and thats okay. If you find them refreshing, please apply today; wed like to get to know you better. OUR MISSION Were on a mission to elevate the character, behavior and performance of all students and team members through faithful adherence to true principles and proven scientific methods. ALTIUS HISTORY Altius has achieved steady annual growth and profitability for 17+ years, while remaining 100% debt-free. This growth continued through the COVID lockdown, despite significant downturns throughout our industry. We currently employ 300+ team members, and have a presence in nearly all 50 states, Canada, and select international locations. We provide students of all ages with effective, caring 1-on-1 mentoring and scientifically-backed educational tools. Altius, which means higher in Latin, is a symbolic banner reminding us to insist upon elite performance in everything we do. We are currently staring at massive opportunities for nationwide growth. Education in the United States is about to undergo a massive transformation and we are uniquely poised to flourish in this environment. EFP IS NOT THE RIGHT FIT IF YOU • expect to receive the stated promotions based on tenure alone. First, this is contrary to one of our core values: we reward excellence, not existence. Second, EFPs are true entrepreneurs starting and scaling a new regional business. EFP promotional benchmarks are tied to actual outcomes. We cannot decide to give them to you; they only happen if you make them happen. Expect to work hard. Harder than almost anyone at a typical job. That is the life of an entrepreneur. If that sounds intimidating, you should stick to a regular job., • dont feel comfortable selling or you dont like to make phone sales or you dont want to feel like a telemarketer or you dont feel comfortable giving a sales presentation. Building a business IS a sales position. Youll also wear the many hats typical of an entrepreneur, such as operations, business development, marketing, employee management, administration, painter, janitor, etc., but remember that a successful entrepreneur is always, • give up when things get truly difficult. The first two years of this experience will be the most challenging, but it will never be easy. It takes time to build momentum and increase revenue in a new area. You MUST have a long-term vision and the persistence to continue pursuing a goal with modest or minimal short-term payoffs. If starting a business was easy and the payoff was immediate, everyone would do it. EFP RESPONSIBILITIES • Build, strengthen, and maintain strong relationships of trust with university pre-health advisors and student pre-health/pre-med clubs., • Plan, advertise, execute, and present dynamic LIVE sales presentations (seminars/workshops) to large groups of university pre-med students., • Call all event and other lead types from your assigned region. Follow-up regularly until contact is made and close leads by enrolling students in an Altius program., • Utilize multiple marketing and advertising channels to create awareness and brand recognition at your assigned universities. Expect a strong emphasis on relationship-based sales and email marketing., • Serve as enrollment advisor and primary contact for all students at your assigned universities., • Recruit, hire, and train instructors and 1-on-1 mentors for your assigned schools., • In coordination with Altius headquarters, schedule all classroom sessions held at your universities., • Observe classroom instruction and 1-on-1 mentoring to provide feedback and ensure Altius-level quality., • Carefully monitor student progress and score performance for all students in your region. Intervene as necessary to help struggling students., • Maintain accurate records at all times using Altius CRM and accounting/expense tracking software. MINIMUM QUALIFICATIONS • 3-5 years of demonstrated growth and increasing accomplishment as an entrepreneur, franchisee, armed services member, aspiring business leader, educator, university advisor or administrator., • Passion and talent for sales and business growth., • Strong management, presentation, public speaking, organization, and relationship-building skills are a must., • Bachelors degree is not required. Self-employed and on-the-job experience is acceptable in lieu of a degree. WHO IS THE IDEAL CANDIDATE FOR EFP? The ideal candidate for the Altius EFP program is filled with entrepreneurial spirit. This could include those currently running a traditional franchise or considering a franchise purchase. It could also be someone who has previously started their own business or is looking to exit their current business. Finally, it may include a mis-placed entrepreneur currently caught up in the corporate rat race but ready to be their own boss. EFP is the perfect way for anyone who has dreamed of starting their own business, or being their own boss, to achieve the benefits of business ownership without the inherent risks and startup costs. If youre willing to invest the passion and sweat equity to build up your region, we have the business model and infrastructure for success. Formal university degrees are appreciated, but never required. Ambition, entrepreneurism, and relentlessness are far better predictors of success in the EFP program than degrees or professional titles. The EFP program welcomes applications from those who have faced and overcome unique life challenges, disadvantages, or setbacks. Former U.S. military personnel are strongly encouraged to applywith or without franchise or entrepreneurial experience. If you havent already, visit the Altius EFP Exploration/Information page here. BENEFITS PACKAGE Unlike starting your own business or buying a franchise, you wont have to sacrifice high-level corporate benefits, such as health insurance or 401(k). Heres a summary: • Guaranteed Base Salary, • No upfront investment; No franchise fees., • Premium Medical & Dental Insurance Plan, • Guaranteed 3% Annual 401(k) Contribution (no match requirement; well contribute to your 401(k) even if you dont), • Unlimited Vacation and PTO, • Home for the Holidays Policy (One week off for both Thanksgiving and Christmas; the Altius office is run by a skeleton PT crew to ensure you spend this valuable time with friends & family.), • 30% Equity Participation once you reach Full Senior Partner., • Do work that matters. Change lives every. single. day., • Work with people who are fiercely loyal to yougiving you every possible opportunity to succeed, including opportunities to fail, learn, and try again. We will never stop fighting for your success unless you do., • New, modern office space with flexible workspaces, soda fountain, and fully-stocked break room., • Decidedly non-corporate, candid, open, family-like executive team and culture. Although we have grown to have an international presence, Altius is still a true family business. ABOUT ALTIUS At Altius we leverage proven memory science and 1-on-1 mentoring to help our clients achieve the so-called impossible. Graduates of our program are over 600% more likely than their peers to score in the 99th percentile on standardized exams. We change the lives of under-achieving and disadvantaged students across the country by teaching them a more effective way to study and learn, and by drastically elevating their goals and eventual achievement. We currently operate at over 240 universities across the United States and also serve international clients in Canada, Australia, and the Middle East. EOE Altius is an equal opportunity employer. We consider all applicants without regard to race, age, religion, gender identity, or sexual orientation.

Job DescriptionAbout Birds Georgia Birds Georgia is a member-supported, non-profit organization dedicated to building places where birds and people thrive. We are a flourishing, bird-focused organization that combines serious conservation, education, and community engagement with activities that build community and foster the joy of birding. While we work closely with our partners at the National Audubon Society, we are an independent 501(c)(3) organization based out of Atlanta, Ga. Position Summary The Director of Finance & Administration manages all financial and small-business activities for Birds Georgia, overseeing a $1.7 million annual budget. The Director of Finance & Administration reports to and works in close consultation with the Executive Director to support overall business operation, including directing and managing finances, operations, human resources, and administration, and providing financial information that informs organizational decision making and strategic planning at the leadership and Board levels. This is a full-time salaried (non-exempt) position that offers a full benefits package, a hybrid office/remote work schedule, and the opportunity to develop professionally with a dynamic, mission-driven non-profit. Ideal candidates will be detail-oriented, self-motivated, provide structure and have the skills/interest to develop successful systems for the organization, believe in the mission of Birds Georgia, have a broad skillset to handle the diverse challenges that arise within a nonprofit, and reflect the organization in the highest of lights as one of the senior leaders. Financial Management: 50% • Provide financial oversight for the organization and be responsible for the entire range of financial management, from daily operations to high-level planning., • Oversee all accounts receivable and payable. Process accounting transactions including invoicing, accounts payable, bank deposits, donations, collections, and cash receipts., • Work with Director of Development to prepare budgets and financial reports for foundation and federal grants, track reporting of project/program budgets and expenditures, and process reimbursement claims. Collaborate with the development and management teams to ensure timely grant proposal and grant report submissions., • Oversee the annual finance planning/budgeting processes and prepare the annual operating budget. Work with staff and board to develop/implement program and organizational budgets., • Work with Birds Georgia's contract accounting firm on monthly reconciliations and quarterly reporting dashboards for use by staff and Board to guide financial decision making., • In cooperation with the accounting firm, prepare monthly profit/loss, balance sheet and cash flow financial statements. Monthly financial reports should have a comparison to projections and an explanation of any variance., • Monitor, interpret and present financial results of operations and programs each month. Serve as financial liaison with the board, including the finance committee and investment committee, providing financial reports, and advising on the financial position of the organization., • Coordinate the annual audit and preparation of the IRS 990 form with an external auditor. Liaise with the audit committee., • Oversee licensing, Secretary of State reporting, quarterly sales tax filings, insurance and reporting requirements., • Manage the annual filing of the 1099-NEC for consultants., • Oversee payroll, payroll liabilities, and benefits including PTO accrual and retirement plans in cooperation with Birds Georgia's payroll provider., • Create, implement and manage excellent financial controls, policies and procedures., • Ensure efficient functioning and documentation for all financial systems including receipts, disbursements, billing, bookkeeping, budgeting and accounting., • Manage relationship with bank and investment advisor Operations: 25% • Oversee office operations and matters relating to facilities at the Birds Georgia office in the Trees Atlanta Kendeda Tree House, including matters related to the Birds Georgia habitat team vehicle., • Ensure Birds Georgia insurance policies, including general liability, workers compensation, auto, and director's & officer's policies are up to date., • Negotiate/manage project-related contracts with consultants, contractors and suppliers., • Serve as the Birds Georgia technical information technology (IT) contact. Establish and maintain a relationship with an intermediary IT consultant. Purchase IT equipment as needed. Human Resource Administration and Board: 25% • Oversee compensation, recruitment, performance appraisals, and staff training and development activities., • Advise and counsel management team on personnel and management issues., • Advise and counsel staff on personnel policies and procedures including compensation, recruitment, and performance. Oversee employee-related insurance, as well as 401 (K) retirement, and FSA/HAS programs., • Celebrate staff anniversaries and look for opportunities to celebrate staff success. Minimum qualifications • Bachelor's degree and 3 to 5 years of experience in a similar position., • Finance and Accounting course work and experience, including a demonstrated of standard accounting principles and best practices., • Experience working with and reporting on federal grants., • Experience generating financial reports and analyzing and interpreting data., • Experience with using an accounting system such as QuickBooks, including data input, account reconciliations, and reporting., • Proficiency with the Microsoft Office suite (Word, Excel, PowerPoint)., • Willingness to learn and master new software platforms and computer techniques., • An ability to work in both team and partnership settings., • Strong organizational, planning, and problem-solving skills., • Willingness to travel, including on occasional overnight trips and, on occasion, to work evenings and weekends., • Valid driver's license and independent, reliable means of transportation to be used for work-related purposes (with reimbursement), • Have and use a personally owned cell phone for work-related purposes (with reimbursement), • Willingness to submit to a background check with satisfactory screening results. Status, Pay, & Benefits The successful candidate will be hired as a full-time, exempt employee. The employee is expected to work 40 hours per week with occasional overtime, including occasional weekends weeknights. This is a hybrid In-office/remote position based out of Birds Georgia's offices in the Atlanta Kendeda TreeHouse on the Westside Atlanta Beltline. Starting pay will be commensurate with experience in the range $73,000 to $78,000, including opportunity to enroll in health, dental, vision, disability and life insurance, paid time off, 401(K) with match (after meeting eligibility/length of service requirements), and professional development opportunities. Opportunity to participate in the Birds Georgia Master Birder program. Equal Employment Opportunity Policy Statement Birds Georgia is an Equal Opportunity employer. Just as bird diversity strengthens ecosystems, the diversity of human experiences, traditions, and viewpoints strengthen our conservation, education, and community engagement efforts. Recruiting and mentoring staff to create an inclusive organization is a priority and we encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientations, gender identities, military or veteran status, or other status protected by law. Application Instructions: Please submit resume, cover letter, and three references. Employment is subject to a background check.

Job Description Automotive Service Technician - Potamkin Hyundai Lilburn, GA As the largest Hyundai dealer in America, we purchased our newest store in Atlanta (Gwinnett County) in February 2020. Business is exploding and we are doubling the size of our shop! We are currently hiring 2 technicians. To be a success at our dealership, you need to have a desire to learn, excellent skills and strong work ethic. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement. We treat training as an investment, learn more so you can earn more. Here, you’ll work alongside some of the best in the business and make great money while doing it. If you love diagnosing and repairing vehicles ....let’s talk! We offer: • Hourly flat rate from $20 - $50 per hour, • Production bonuses, • Air conditioned and heated repair shop, • Closed Sunday, • Paid Vacation, • Tool allowance, • Tech school tuition reimbursement, • We offer Healthcare benefits for our employees, • Vision & Dental Insurance, • 401k retirement plan, • Examine and diagnose vehicles, • Communicate additional service requests to service advisor, • Plan work in cooperation with shop foreman, • Provide labor estimates to service advisor, • Complete story and/or documentation for client repairs, • Engage in online as well as classroom training. High school diploma or GED (general equivalency diploma); Tech school training is a huge plus BUT not a requirement. A minimum of 12 months hands on in a shop work experience. Certificates, Licenses, Registrations Driver License Apply Today!

Job Description Context The Common Market is a nationally recognized nonprofit social enterprise working to build a more resilient and equitable food system – one that nourishes communities, strengthens local economies, and uplifts small and mid-scale family farms. Through regional hubs in Atlanta, Philadelphia, Houston, Chicago, and beyond, The Common Market connects values-driven farmers with schools, hospitals, and community institutions, creating supply chains that serve both people and planet. Backed by visionary partners, including The Rockefeller Foundation, major healthcare systems, and schools and universities, The Common Market has demonstrated that values-based procurement can transform regional economies and improve community health at scale. Now, as the organization enters its next phase of growth, The Common Market is making a bold investment in philanthropy. The Vice President for Development will serve as the organization’s first dedicated executive leader for fundraising, tasked with defining how philanthropy and earned revenue work together to accelerate systems change. This is not a maintenance role; it is a rare opportunity to shape a national funding strategy for one of the most innovative food systems enterprises in the country. Reporting to the co-founders and partnering closely with regional executive directors, the Vice President will help unify national and local fundraising efforts, refine systems and routines, and elevate The Common Market’s voice among funders and peers. The ideal candidate will bring both strategic acumen and entrepreneurial spirit. This leader sees philanthropy as catalytic capital and fundraising as a powerful act of partnership. This is an extraordinary opportunity to join a high-impact, mission-driven team at a moment when the demand for resilient, values-based food systems has never been greater. Role Description As a core member of The Common Market’s leadership team, the Vice President for Development inspires and mobilizes the organization and its funders to invest in a resilient, equitable food system that builds the health and wealth of all people. This leader champions philanthropy as catalytic capital that bridges innovation, government investment, and market sustainability. They ensure philanthropy works in concert with earned revenue to accelerate systems change, serving as a strategic lever rather than a parallel stream. They translate The Common Market’s thought leadership into compelling invitations for investment and partnership, and they build coherence across national and regional fundraising through shared standards, disciplined routines, and accountability for results. In doing so, the Vice President for Development ensures that philanthropy becomes a driving force for a resilient food future: one where local farmers thrive, communities are nourished, and systems are transformed. Candidate Profile The ideal Vice President for Development is a strategist, coach, and connector who brings both vision and structure to the work. They see the big picture – how philanthropy, food systems, and community impact intersect – and turn that understanding into clear priorities and action. They balance strategy with execution, moving easily between high-level thinking and hands-on problem solving. They lead through partnership, not ego, believing that great fundraising happens through collaboration and shared success. They build rhythm and structure for the team: routines, accountability, and focus that keep everyone moving forward. They listen deeply, communicate with empathy, and know when to step forward or step back to help others shine. Curious and entrepreneurial, this person thrives in an evolving, mission-driven environment. They bring a “whatever-it-takes” energy grounded in discipline and focus. A skilled and persistent fundraiser, they close major commitments with integrity, manage complex portfolios, and use data and systems as tools for insight. As a trusted advisor to the co-founders and leadership team, they amplify The Common Market’s thought leadership and help position it as a sector leader in values-based procurement and food-systems innovation. Snapshot of the Ideal Candidate • Strategic Integrator: Connects philanthropy, food systems, and community impact; balances big-picture vision with practical execution., • Collaborative Coach: Leads through partnership, builds confidence across regional teams, and celebrates collective success., • Relationship Builder: Engages with empathy and curiosity, building authentic trust with funders and partners., • Entrepreneurial Operator: Adapts quickly, balances creativity with accountability, and turns ideas into results., • Results-Driven Fundraiser: Closes major gifts, manages high-value portfolios, and uses data for learning and accountability., • Trusted Partner: Advises co-founders and leadership, amplifying The Common Market’s influence and voice., • Professional Foundation: 5 - 10+ years in philanthropy, social-enterprise fundraising, or related sales-based work; experience leading distributed teams and securing seven-figure commitments; background in food systems or health equity a plus. POSITION DESCPRITIONFundraising Leadership • Defines and reinforces The Common Market’s approach to philanthropy as catalytic capital, complementing its earned-revenue model., • Partners with senior leadership to align fundraising priorities with national and regional goals., • Guides decisions on which opportunities to pursue, balancing mission alignment, capacity, and strategic fit., • Serves as a thought partner to the co-founders, amplifying their leadership and supporting key national and chapter-level relationships., • Integrates philanthropy with communications, impact, and sales strategies to ensure consistent messaging across all revenue channels., • Oversees a nationally integrated, prioritized Master Prospect List encompassing national and chapter portfolios., • Establishes and maintains systems and routines for prospect strategy, pipeline reviews, and performance tracking., • Ensures consistent data quality and use of Salesforce as a tool for insight and accountability., • Builds the fundraising team’s capacity by providing tools, coaching, and frameworks that strengthen effectiveness across markets., • Manages a personal portfolio of high-capacity prospects, including individuals, foundations, and corporations., • Partners with Chapter Executive Directors on regional prospects and with co-founders on national relationships., • Achieves both personal and team revenue goals, advancing multi-year philanthropic partnerships., • Oversees the Director of Development Services and ensures integration of CRM, finance, and reporting systems., • Leads refinement of fundraising materials, metrics, and dashboards that inform decision-making and external communication., • Ensures that systems and tools reinforce collaboration between philanthropy and sales functions., • Promotes a culture of gratitude, transparency, and continuous learning within the development function. Requirements Education & Experience • Bachelor’s degree required; advanced degree (MA/MBA/philanthropy certificate) highly preferred., • At least 10 years of progressive experience in fundraising/advancement or social‐enterprise revenue roles; ideally 5+ years at a senior leadership level (director, associate VP, VP) in a nonprofit or mission‐driven organization., • Proven track record of securing seven‐figure philanthropic commitments (foundations, corporate, major donors) and building a strong major gifts pipeline., • Experience leading and managing a distributed or regional development team (multiple geographies or chapters) with accountability for results., • Experience in integration of philanthropy with other revenue streams (earned/revenue‐generating, public funding) or in a social enterprise context is strongly preferred., • Prior experience in food systems, agriculture, health equity, or place-based community impact is a plus.Location & Travel, • Based in one of the following: Philadelphia (PA), Atlanta (GA), Houston (TX) or Chicago (IL)., • Some travel required (regional chapters, national events, donor meetings) — likely 20-30% (or more) depending on fundraising calendar. Other Requirements, • Ability to work in a fast-growing, mission‐driven social enterprise environment, comfortable bridging both nonprofit and earned‐revenue models., • Strong familiarity with CRM systems (Salesforce preferred), pipeline management, and data analytics for fundraising., • Demonstrated ethical standards and integrity in fundraising practices., • Base Salary: $140,000 annually (paid biweekly)., • Bonus Potential: Up to $25,000 annually for achieving major gifts metrics, team outcomes (paid quarterly)., • Make an impact by connecting institutions with healthy, local food while supporting family farms., • Collaborate with a passionate, mission-driven team working to build a better food system., • Opportunity for growth in a dynamic and expanding organization., • Comprehensive benefits package., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (SIMPLE IRA with 100% employer match), • Life Insurance (100% Employer Paid Life, AD&D, Short Term and Long Term Disability), • Paid Time Off (Vacation, Sick & Public Holidays)

Job Description About Us LX Group is a family-owned business that’s been serving the foodservice and equipment industry for over 30 years. It all started with a young immigrant woman who simply wanted to support her family. She worked tirelessly—driving semi-trucks while pregnant, taking no days off, and doing every job herself—to build what has become a trusted, dependable partner for customers across North America. We’re a family-owned business through and through. In the early days, our company truly operated like a family. Grandma Lucy cooked lunch for everyone. The husband-and-wife founders took all eight employees on group trips to Disney World, fishing excursions, and even skiing. That culture—built on care, grit, and generosity—is still the heartbeat of who we are today. Now in our second generation of leadership, we are evolving from a small business into a growing platform company. With multiple business units, modernized operations, and expansion on the horizon, we are seeking a senior leader to help us build the internal infrastructure and long-term strategy to support what’s next. We are currently hiring a Vice President of Corporate Development & Strategy to oversee key internal functions and drive alignment across the leadership team. If you’re seeking purpose, autonomy, and the opportunity to shape the future of a thriving family enterprise, we’d love to meet you. Role and Responsibilities The Vice President of Corporate Development & Strategy will serve as the integrator and strategic operator of LX Group’s central functions. Reporting directly to the CEO, this leader will shape company-wide priorities, lead cross-functional execution, and ensure our business infrastructure scales in step with growth. Key Responsibilities: Strategic Planning & Corporate Development • Lead annual strategic planning process, including goal-setting, initiative alignment, and business reviews., • Evaluate new business opportunities including M&A, partnerships, and adjacent market entry., • Oversee brand positioning and integrated marketing strategy across business units., • Support lead generation, digital marketing, and communications initiatives., • Oversee HR strategy, including recruiting, onboarding, performance management, and employee engagement., • Champion a strong, values-driven culture rooted in trust, accountability, and growth., • Lead budgeting, forecasting, and financial reporting in partnership with accounting and external advisors., • Ensure systems and controls are in place to support financial health, compliance, and audit readiness., • Oversee internal technology infrastructure and vendor partnerships., • Identify tools and platforms to improve productivity, collaboration, and decision-making., • Serve as a trusted advisor to the CEO and business unit leaders., • Mandarin speaking is strongly preferred., • 10+ years of experience in corporate strategy, business operations, or general management, ideally in a growth-stage or founder-led environment., • Strong cross-functional leadership skills with a proven ability to align and scale central functions., • Experience in wholesale, foodservice, or industrial supply sectors is a plus., • Track record of building and managing high-performing teams across finance, HR, marketing, and IT., • Exceptional analytical, organizational, and communication skills., • Systems-oriented thinker who balances strategic insight with tactical execution., • Join a purpose-driven, founder-led organization where your leadership will directly shape the future., • High-impact role with visibility across the entire company and partnership with the CEO., • Competitive compensation package with performance incentives., • Comprehensive benefits including medical, dental, and vision coverage., • A culture that values trust, ownership, and building something meaningful together.

Job Description About Us LX Group is a family-owned business that’s been serving the foodservice and equipment industry for over 30 years. It all started with a young immigrant woman who simply wanted to support her family. She worked tirelessly—driving semi-trucks while pregnant, taking no days off, and doing every job herself—to build what has become a trusted, dependable partner for customers across North America. We’re a family-owned business through and through. In the early days, our company truly operated like a family. Grandma Lucy cooked lunch for everyone. The husband-and-wife founders took all eight employees on group trips to Disney World, fishing excursions, and even skiing. That culture—built on care, grit, and generosity—is still the heartbeat of who we are today. Now in our second generation of leadership, we are evolving from a small business into a growing platform company. With multiple business units, modernized operations, and expansion on the horizon, we are seeking a senior leader to help us build the internal infrastructure and long-term strategy to support what’s next. We are currently hiring a Vice President of Corporate Development & Strategy to oversee key internal functions and drive alignment across the leadership team. If you’re seeking purpose, autonomy, and the opportunity to shape the future of a thriving family enterprise, we’d love to meet you. Role and Responsibilities The Vice President of Corporate Development & Strategy will serve as the integrator and strategic operator of LX Group’s central functions. Reporting directly to the CEO, this leader will shape company-wide priorities, lead cross-functional execution, and ensure our business infrastructure scales in step with growth. Key Responsibilities: Strategic Planning & Corporate Development • Lead annual strategic planning process, including goal-setting, initiative alignment, and business reviews., • Evaluate new business opportunities including M&A, partnerships, and adjacent market entry., • Oversee brand positioning and integrated marketing strategy across business units., • Support lead generation, digital marketing, and communications initiatives., • Oversee HR strategy, including recruiting, onboarding, performance management, and employee engagement., • Champion a strong, values-driven culture rooted in trust, accountability, and growth., • Lead budgeting, forecasting, and financial reporting in partnership with accounting and external advisors., • Ensure systems and controls are in place to support financial health, compliance, and audit readiness., • Oversee internal technology infrastructure and vendor partnerships., • Identify tools and platforms to improve productivity, collaboration, and decision-making., • Serve as a trusted advisor to the CEO and business unit leaders., • Mandarin speaking is strongly preferred., • 10+ years of experience in corporate strategy, business operations, or general management, ideally in a growth-stage or founder-led environment., • Strong cross-functional leadership skills with a proven ability to align and scale central functions., • Experience in wholesale, foodservice, or industrial supply sectors is a plus., • Track record of building and managing high-performing teams across finance, HR, marketing, and IT., • Exceptional analytical, organizational, and communication skills., • Systems-oriented thinker who balances strategic insight with tactical execution., • Join a purpose-driven, founder-led organization where your leadership will directly shape the future., • High-impact role with visibility across the entire company and partnership with the CEO., • Competitive compensation package with performance incentives., • Comprehensive benefits including medical, dental, and vision coverage., • A culture that values trust, ownership, and building something meaningful together.

Job Description Position Title: Advisor Development Consultant (ADC) Reports to: Principal Partner Department: Sales Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305 Classification: Full-time; Exempt Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity and/or life insurance knowledge, and extraordinary customer service to independent agents, financial advisors in wealth management/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Make proactive outbound sales calls to: o Recruit financial advisors o Train financial advisors on product solutions and marketing programs o Grow the financial advisor’s practice · Respond to inbound calls regarding product solutions, marketing programs and practice betterment services · Meet call activity expectations and monthly sales goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least three years of successful internal sales consultant results · Proficient in Microsoft Outlook, Word and Excel with accurate typing skills · Some travel may be required · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Effective prospecting and customer relationship skills · Ability to ask probing questions to qualify and close business · Persistent and flexible to overcome call reluctance · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people-oriented and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $40,000, • Variable Compensation eligible, • Bonus opportunities, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305; *this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Sales Representative Location: Atlanta, GA Employment Type: Full-Time Salary: $65,000 $90,000 annually, plus performance-based bonuses About Us At ALZ Advisor Group, we are dedicated to providing exceptional life insurance solutions tailored to meet the needs of our clients. We believe in empowering our team members with the tools and resources necessary for success. Our supportive environment fosters growth and development, making it an ideal place for motivated individuals looking to start or advance their careers in the insurance industry. We are seeking motivated individuals with various backgrounds including, but not limited to, sales, customer service, business development, real estate, healthcare, insurance, finance, and recent college grads to join our dynamic team as Life Insurance and Financial Services Sales Agents. No prior experience is necessary; however, a strong desire to learn and succeed is essential. In this role, you will leverage your existing skills and networks to help clients secure their financial futures through tailored life insurance solutions. Mut be motivated and willing to obtain your insurance and/or investment licenses. We will cover the full cost of the required licensing. Licensed and Unlicensed candidates are also welcome to apply. As a Life Insurance Sales Agent, you will be responsible for: • Build rapport with clients by understanding their unique needs and concerns., • Assessing clients' insurance needs and recommending appropriate products., • Educate clients about various life insurance products and their benefits., • Maintain ongoing relationships with clients to ensure satisfaction and retention., • Meeting sales targets and contributing to team goals., • Participating in ongoing training and professional development., • Network to generate leads and referrals. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you are ready to embark on a rewarding career in life insurance sales join us today! Help make a meaningful impact on people's lives while enjoying the rewards of a successful career in life insurance sales! Please submit your resume and we will follow up with the next steps of the interview process.