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About our client: We are a dynamic and client-focused investment advisory firm specializing in providing tailored financial solutions. We pride ourselves on our commitment to excellence, innovative strategies, and fostering long-term relationships with our clients. Our expertise spans diverse markets, including the U.S., China, and Europe. Position Overview: We are seeking a passionate and results-driven Investment Advisor to join our team. The ideal candidate will excel at understanding client needs, crafting personalized investment strategies, and maintaining a deep knowledge of global financial markets. If you are a motivated professional with a strong ability to guide clients toward achieving their financial goals, we encourage you to apply. Key Responsibilities - Develop and maintain strong relationships with clients by understanding their financial objectives and risk tolerance. - Create and implement customized investment strategies tailored to individual client needs. - Actively monitor and manage client portfolios, ensuring alignment with market trends and changes. - Provide expert advice on market conditions, investment opportunities, and asset allocation. - Stay updated on global market trends, with a particular focus on the U.S., China, and European markets. - Collaborate with the advisory team to enhance client experience and refine investment offerings. - Ensure compliance with regulatory requirements and company policies. Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s or CFA preferred). - Proven experience as an Investment Advisor, Financial Planner, or similar role. - Strong understanding of global markets, particularly the U.S., China, and Europe. - Excellent analytical skills and proficiency in financial planning tools. - Outstanding communication and interpersonal skills, with a client-first approach. - Ability to work independently and as part of a collaborative team. - FINRA Series 7 and 66 (or 63 and 65) licenses required. Why Join Us? - Competitive salary and performance-based bonuses. - Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities. - A supportive and inclusive work environment that values growth and innovation. - Access to cutting-edge tools and resources to serve clients effectively. How to Apply Please submit your resume and a cover letter detailing your qualifications and interest in the Investment Advisor position. Applications will be reviewed on a rolling basis, and early submissions are encouraged. Holee is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Role Overview: Mtech Distributors is seeking a full-time Technical Support Specialist to join our team. This position includes weekdays and weekend shifts, supporting our suite of software and equipment offerings, including SuperSonic POS, Userve POS, Figure POS, and payment processing solutions. Mtech Distributors is a leading provider of POS systems, credit card processing, back-office solutions, ATM services, and more, serving businesses nationwide. We pride ourselves on delivering white-glove service in a dynamic, fast-paced environment. This role involves working 3-4 days in our office and 1-2 days in the field, assisting with system installations and training at client locations. Every day brings new challenges and opportunities in a fun and engaging workplace. We will provide comprehensive training on all necessary systems and processes. Key qualities we value include a willingness to learn, patience and understanding when working with diverse business owners, excellent written and verbal communication skills, and a strong aptitude for technology. Responsibilities: Provide top-tier support via phone, live chat, and email to our diverse customer base of small-business owners across the U.S., becoming the face of Mtech Distributors. Diagnose and troubleshoot technical issues, including POS systems, payment terminals, wiring, and networking. Configure computers for basic networking tasks (disabling firewalls, setting static IPs, opening ports, and static route configuration). Assemble and provision POS bundles and credit card machines, manage inventory, and maintain office organization alongside the team. Travel to client sites for installations and training, which may include climbing ladders, running CAT-5 cabling, and delivering hands-on technical support. Occasional paid travel outside the region, with same-day return trips as needed. Qualifications: Exceptional communication, typing, and interpersonal skills. Patience and understanding when working with customers from various backgrounds. Basic to intermediate IT knowledge, including IP addresses, routers, networking, and familiarity with Microsoft Excel. Ability to work independently and collaborate effectively with a team. Valid driver’s license and reliable transportation. Ability to lift up to 50 pounds. No prior experience with our systems is required—training will be provided. A positive attitude, willingness to learn, and motivation to support our customers are essential. Job Details: Job Type: Full-time Expected Hours: Up to 40 per week Benefits: Competitive pay Paid Vacation End of Year Bonus Growth opportunities within the company Dynamic and supportive work environment