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Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. This is a local, field-based opportunity serving businesses and clients in the surrounding area. You’ll have flexibility in how you manage your schedule while meeting with local business owners, prospects and clients throughout the community. Top-Notch Benefits Benefits include stock bonus program, bonus rewards and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipCompensation Expectations In the first year, benefits advisors are expected to earn $50,000 to $70,000. This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Schedule • Monday to FridayWork Location Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

The Opportunity: As a Wealth Management Associate, you will be relied on to provide a high-quality experience for clients and the Financial Advisor. You will assist in managing client accounts from onboarding through maintenance, money movement, and ongoing support, handling requests accurately, efficiently, and in compliance with industry standards. Working closely with a Financial Advisor, custodians, and clients, you will coordinate account activity, resolve issues, and support distributions and estate-related requests. This hands-on role suits a detail-oriented professional who takes ownership, works collaboratively, and is dedicated to exceptional client service. About Us: Aspenleiter Wealth Management LLC is an independent wealth management practice dedicated to helping individuals and families make confident financial decisions through personalized planning, investment guidance, and long-term relationships built on trust. We believe exceptional client service starts with a strong team culture grounded in integrity, collaboration, and accountability. As a small and growing practice, every team member plays an important role in creating a positive client experience and contributing to the firm's success. We value open communication, mutual respect, and maintaining a healthy balance between professional achievement and personal well-being. Key Responsibilities: • Serve as the primary point of contact for clients by answering incoming calls, identifying and triaging client needs, addressing routine inquiries, and communicating relevant information to the Financial Advisor., • Coordinate client meetings, support meeting preparation and follow-up, including gathering client information, preparing paperwork, and organizing relevant financial documents., • Support the financial planning process by gathering and organizing client financial data, assisting with analysis and plan prep with the Financial Advisor., • Facilitate the onboarding of investment clients by coordinating the account-opening process from start to finish, collecting required documentation, and communicating with clients, the broker-dealer, and other relevant parties to ensure accurate and timely account setup., • Process routine client account requests, including name and address changes, beneficiary updates, bank authorizations, and settling estates., • Process and send quarterly reporting to clients., • Process money movement requests and asset transfers as directed, including deposits, rollovers, withdrawals, and internal transfers, while adhering to regulatory requirements and internal policies and utilizing platforms such as Pershing NetX360., • Coordinate annuity and traditional life insurance applications and ongoing service requests, including preparation, submission, and follow-up on required paperwork., • Maintain accurate and up-to-date client information and documentation in broker dealer systems in addition to Redtail CRM., • Assist with Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs), including coordination, documentation, and follow-up., • Communicate with custodians, broker-dealers, product sponsors, insurance companies, and other service providers to obtain documentation, resolve inquiries, and facilitate client requests on behalf of the client and Financial Advisor., • Assist with preparing compliance reports, • Coordinate client appreciation efforts, including the procurement and delivery of gifts, cards, and flowers to recognize milestones and significant life events., • Perform other duties as assigned. Qualifications: • Minimum of 2 years of client service, operations, or administrative experience in wealth management, • Familiarity with Pershing (NetX360), Redtail, Envestnet/Albridge, eMoney, Right Capital preferred, • Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs., • Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through., • Proficiency in computer applications such as Adobe Acrobat Pro and Microsoft Office Suite (Windows, Word, Excel, PowerPoint)., • Strong work ethic, punctuality, dependability, and professionalism, • Collaboration skills and the ability to thrive in a team-oriented culture., • Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information., • Strong technology aptitude and proficiency, including troubleshooting skills., • Outstanding interpersonal, written, phone, and email communication skills.

Job Description We are looking for a dynamic Audit professional with management experience to support our commercial audit practice. We offer tremendous growth and development opportunities to assist with both your personal and professional goals. Are you ready for a new challenge? If you are interested in working in a vibrant firm with stimulating assignments and growth potential, this is an opportunity for you. This would be a Principal/Partner career track opportunity. We are not your typical CPA Firm we truly recognize and value our employees’ balance between work and life. Location: This is a full-time hybrid position in our office located at 300 Clinton Square, Rochester, NY. *For most of our positions at Insero, one can work in the office every day or in a hybrid structure/up to 3 days at home based on workload/office needs. *Our office is located in the heart of downtown Rochester. There is easy access to great restaurants and events, and featured amenities such as collaboration spaces, game room and firm paid for underground parking in a secure garage. We also have comfortable break rooms fully stocked with complimentary drinks and snacks. Responsibilities: · Serving as Manager on audit engagements for commercial financial statement audits and employee benefit plan audits. That includes conducting a review of the work papers prior to Partner review, to ensure that auditors properly carried out the procedures assigned to them; that the programs and conclusions are properly completed; and that the documentation of the audit or review work conforms to Firm standards. · Plans and controls assignments, organize resources, develop people and proactively solves problems and makes timely decisions. · Evaluating all technical steps in order to complete and review work papers with Partners. · Reviewing financial statements, notes, schedules, and management letters as needed. · Reporting test conclusions that impact on the audit plan, i.e., where insufficient assurance is obtained to meet the audit strategy. · Informing the Engagement Partner regarding any audit and accounting difficulties that you may experience with an assignment/task that could affect our scheduled deadline. · Reviewing and evaluating the internal controls and preparing the audit program and time budget. · Conducting a review of the work papers prior to partner review, to ensure that the accountants properly carried out the procedures assigned to them, that the programs and conclusions are properly completed and that the documentation of the audit or review work conforms to Firm standards. · Supporting Partners through maintaining a good working relationship with client personnel and other team members and demonstrating an awareness of the client's business. · Listens to clients, anticipates their needs, adapts to client priorities/agenda, plans accordingly. · Articulates client issues/opportunities to client service team and client; ability to communicate technical issues and conclusions in a non-technical manner. · Dedicates time to coaching Staff/Seniors/Supervisors through on-the-job training. Conducting timely performance appraisals for the accountants assigned to work with you. Requirements Education and Experience Requirements: Minimum of a Bachelor of Science in Accounting and a CPA license is required. MBA/Master’s degree is preferred. Managers normally have a minimum of 6+ years’ experience as an auditor working within public accounting (or equivalent experience as deemed appropriate by the firm). Managers also should possess 3+ years leading/supervising audit engagements. Experience working on audits for clients in the commercial sector (business services, real estate, manufacturing, etc.) is highly preferred. Qualified candidates should also have excellent communication skills, self-confidence, and be self-motivated and capable of working productively in a professional environment. Must be conscientious, detailed-oriented and have excellent organizational skills. Solid knowledge of spreadsheet and database applications is required; experience with financial/accounting software applications is a plus. People Management/Relationships Qualities: ü Treats everyone with respect ü Builds trust and engagement with staff, recognizes contributions, and creates an environment where team members feel supported and comfortable asking questions. ü Successfully adapt to different personalities and working styles ü Regularly coaches, develops, and provides feedback to team members; identifies development opportunities and helps employees build technical and leadership skills. ü Delegates work appropriately based on employee experience, capacity, and development needs; balances workload across the team. ü Communicates clearly with team members, provides context around assignments, and ensures employees understand priorities and expectations. ü Sets clear expectations, establishes accountability, keeps the team aligned, and creates a positive, collaborative engagement environment. ü Hold self-accountable; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Benefits Salary Information: In the spirit of pay transparency, we are excited to share the starting base pay range for an Audit Manager-Senior Manager is $95,000 - $135,000 annually. Please keep in mind that this range is base pay only and does not consider other components that make up the total rewards package for the position such as eligibility to receive bonus incentives. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Manager Bonus Program: Managers are eligible for an annual bonus based on individual performance and firm profitability. The firm targets a bonus range of 5% of base salary for achieving all goals and up to 10% for exceeding goals. Benefits: We offer competitive salaries, an outstanding paid time off program (5 weeks), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, Mgmt. bonus program, a variety of different medical plan options along with opt-out dollars if you do not need medical coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals. At Insero, we’re committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different: • We offer excellent advancement opportunities as well as advisor and mentor programs., • We invest heavily in training and technology., • We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote., • We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice., • There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion. Firm Overview: Insero is an accounting and business advisory practice serving businesses, nonprofits, governmental entities, and individuals throughout New York state. One of our core values is that we are Passionate about People. We don’t just talk about our values, we live them. That’s why we’ve consistently been recognized as a best place to work! The Insero Way – Our culture is guided by our core values and motivates result-orientated associates. Our values form the foundation of our daily practices. We believe great teams are built on shared values: Be Passionate about People, Deliver Excellence, Grow to New Heights, and Go Further Together. If these speak to you, we encourage you to apply! • Ranked the #4 Best Company to Work For in New York in the Medium Companies category (State, NYS-SHRM and Best Companies Group) 2026. In 2024 & 2025 we ranked #1, ranked #3 in 2023 and again #1 in 2022., • Best Accounting Firms to Work For (National, Accounting Today and Best Companies Group) 2012-2025, • #1 Best Accounting Firm, Reader Rankings (Local, Rochester Business Journal) 2024-2026, consistently ranked since joining in 2018.

Job DescriptionDirector of Retirement Plan Business DevelopmentLocation: Rochester, NY; onsite Salary: $105,000 to $130,000 base, plus commission (on-target earnings $170,000 to $200,000) Employment Type: Full Time Travel: Regional travel across the Buffalo-to-Albany corridor for prospect and client meetings as needed; mileage reimbursed. Not a heavy-travel role. Relay Recruiting is proud to partner with an established, local wealth management firm in Rochester, NY, seeking a Director of Retirement Plan Business Development to build the first dedicated new-business engine for its growing 401(k) advisory practice. The Opportunity This is a full-cycle, hunter-first business development role built for someone who wants to own new business from the very first conversation. You'll build your own target list, open the door with CFOs, CEOs, business owners, and HR leaders across the Buffalo-to-Albany corridor, and lead the sales process through a signed plan. Once a plan comes on board, you'll stay through the custodian conversion and employee rollout, then hand the relationship to a servicing advisor and head back out to hunt. This is not a licensed seat, no investment advice, no advisor-of-record responsibilities, which means the door is wide open to strong B2B sellers from payroll, benefits brokerage, PEO, HCM, or commercial banking, not just people who already sell retirement plans. What makes this role different is the upside. Most 401(k) sales roles cap out at a base-plus-bonus structure that resets every year. This one builds: you earn an ongoing trail on every plan you source, starting in year two, so your income compounds as your book grows, without anyone raising your quota to get there. You'll also be the first person to ever own this function full time here. The target list, the outreach cadence, and the CRM process are still being built, and you'll have real input in shaping how they work going forward. Leadership is collaborative and hands-off day to day, favors autonomy over micromanagement, and invests seriously in its people through coaching, continuing education, and conferences. There's a mission underneath the numbers, too. This practice gives business owners and their employees access to professional, objective retirement advice that most people never otherwise get, delivered through one-on-one enrollments for every new hire and in-person education rather than a passive paperwork-and-login experience. You'll be selling something the firm is genuinely proud of, backed by an independently certified fiduciary standard that few firms in the market can claim. About the Company The firm offers full-service wealth management, including financial planning, retirement planning, estate planning, tax planning, and Medicare insurance solutions, alongside a dedicated and growing 401(k) advisory practice built around three pillars: fiduciary protection at the trustee level, HR-level plan support, and employee-level education and engagement. The firm is independently certified for fiduciary excellence and serves as a co-fiduciary on the plans it manages, taking on liability that most advisors won't. It manages plans ranging from solo practices to large corporate sponsors across professional services, manufacturing, nonprofit, and healthcare, and is known for high-touch employee engagement, including one-on-one enrollments, in-person education, and on-site events, rather than a passive paperwork-and-login approach. Team culture centers on ownership and a genuine “figure-it-out” mentality. Leadership invests heavily in its people through continuing education, sales coaching, conferences, and professional development, and is genuinely open to new ideas, tools, and resources that help the team be more effective. The team works out of a single Rochester office, with the flexibility this role naturally requires for time in the field and gathers periodically for team trips and events. Key Responsibilities · Build and execute a personal business plan and outbound prospecting strategy targeting CFOs, CEOs, business owners, and HR leaders to win new 401(k) plan relationships. · Develop and manage a full sales pipeline from first conversation through signed plan, tracking activity and progress in the firm's CRM. · Source opportunities through a mix of proactive outreach, networking, referrals, and centers of influence, opening both cold and warm conversations with prospective plan sponsors. · Present the firm's fiduciary protection, plan design, and employee-engagement value proposition to decision-makers, positioning it against competing providers and advisors. · Manage a long, consultative sales cycle, staying engaged with prospects over months without losing momentum or discipline. · Partner with the firm's marketing lead on outreach strategy, campaigns, and client-facing collateral and events. · Coordinate with the fiduciary, HR support, and education and enrollment specialists to ensure a smooth handoff once a plan signs, staying engaged through custodian conversion and employee rollout before returning to new business development. · Help shape and refine the sales process itself, including the target list, outreach cadence, and CRM workflows, as the first person to own this function full time. · Track and report pipeline activity and progress toward annual new-plan revenue targets. · Stay current on retirement plan trends, competitive offerings, and prospects' business needs to sharpen outreach and positioning. What We're Looking For · 5 to 10 years of B2B sales experience with a demonstrated record of prospecting, opening new doors, and closing new business, not primarily managing existing or inbound relationships. · Comfortable with a long, unpredictable sales cycle where activity and results don't always track together in the short term. · Self-directed, with the ability to build and run a personal pipeline and process without close day-to-day sales management. · Strong at opening conversations with CFOs, CEOs, business owners, and HR leaders. · A track record of growth, promotion, or increasing responsibility over the course of your career. · Bachelor's degree preferred; a strong, demonstrated sales record can outweigh the degree requirement. · Comfortable operating in a non-licensed, non-advisory capacity, building relationships and opening doors rather than giving investment advice or serving as advisor of record. Bonus Points If You Have: · A background in payroll, benefits brokerage, PEO, HCM, or commercial banking. · Experience selling through networking, referrals, and centers of influence rather than cold outreach alone. · Experience managing a pipeline through a CRM. Compensation and Benefits Base salary $105,000 to $130,000, on-target earnings: $170,000 to $200,000, growing beyond that as your trail builds year over year. Medical, dental and vision. FSA and HSA options available. EZAccessMed for you, your spouse, and children – no copay, no deductible. Life insurance. 401K plan, generous PTO, EAP. Equal Opportunity Relay Recruiting is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable law.

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Apprentice Teacher position provides a unique opportunity for talented individuals with limited or no teaching experience to explore the field of education and to gain hands-on practice and the training necessary to become a successful full-time classroom teacher. Apprentice Teachers will have an opportunity to observe best practices in classroom instruction and education reform from experienced teachers and school leaders at a leading charter management organization. Apprentice Teachers observe and learn from Master Teachers, co-teach with teacher-leaders, provide in-house substitute teaching coverage for teachers, and support teachers with tutoring, grading, and individual or small group student instruction. Depending on school needs and candidate background, Apprentice Teachers may also teach their own class of students, allowing for direct teaching experience within a more limited teaching load. Apprentice Teachers will also assist with a variety of work inside and outside of the classroom, including teaching Enrichment classes, organizing student events, and developing mentoring relationships with students. Through full participation in summer and school-year professional development, as well as regular meetings with an instructional coach, Apprentice Teachers will have many opportunities to gain the experience and support necessary to develop their teaching skills. By the end of the year, Apprentice Teachers will be very strong candidates for full-time teaching positions. SPECIFIC RESPONSIBILITIES • Teach classes on behalf of Deans and teacher-leaders who are observing other teachers;, • Provide substitute teaching coverage for teachers within the school;, • Potentially teach one class or small groups of students;, • Periodically plan and deliver instruction, gradually taking on more responsibility throughout the year;, • Develop teaching skills to potentially become a full-time teacher at the school;, • Support students by providing one-on-one and small group tutoring daily, and small group intervention and student support;, • Observe Master Teachers in order to improve instructional techniques and classroom management;, • Meet regularly with a coach to implement feedback on lessons and instruction;, • Teach or help coordinate an Enrichment class;, • Assist teachers with instruction, assessments, grading, and other classroom responsibilities; As appropriate, perform all duties expected of classroom teachers, including but not limited to: • Implementing curricula and activities to meet academic standards;, • Designing and implementing assessments that measure progress towards academic standards;, • Using assessment data to refine curriculum and inform instructional practices;, • Participating in collaborative curriculum development, grade-level activities, and school-wide functions, events, and trips;, • Providing consistent rewards and/or consequences for student behavior;, • Serving as an advisor to a small group of students;, • Helping to co-lead advisory/homeroom in the morning and afternoon;, • Supervising students during transitions, breakfast, lunch and afterschool;, • Being accountable for students’ mastery of academic standards;, • Communicating effectively with students, families, and colleagues;, • Participating in an annual three-week staff orientation and training.Qualifications, • Drive to improve the minds and lives of students in and out of the classroom, • Evidence of self-motivation, willingness to be a team player, and has a strong sense of personal responsibility;, • Ideal candidates are hard-working, urgent, energetic, and are willing to learn and adapt;, • Is extremely reflective and constantly wants to improve;, • is flexible and enjoys dealing with unpredictability;, • Strong time management skills; ability to manage multiple tasks simultaneously and meet tight deadlines;, • A strong candidate will possess strong organizational skills, communication skills (particularly with children), and problem solving skills;, • Interest in performing a critical support role and the ability to excel in a fast-paced, entrepreneurial, results-oriented environment;, • Prior experience working in schools and/or urban communities is preferred but not required;, • Relentless commitment to mission of educating urban students. Belief in and alignment with Uncommon’s core beliefs and educational philosophy is non-negotiable., • By the time that employment begins, candidates must have received a Bachelor's degree from a College or University. EDUCATIONAL BACKGROUND AND WORK EXPERIENCE Bachelor’s degree is required. A background in education is not required, though candidates should show a demonstrated passion for working with K-12 students. Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Our Approach to AI and Your Application At Uncommon Schools, we value thoughtful use of technology. Your responses should begin with your own thinking and reflect your authentic voice, experiences, and commitment to our mission. Generative AI can be used to refine or organize writing, but not to generate initial responses or replace your ideas. Every application is reviewed by a member of our Recruitment Team, and we are committed to understanding the person behind the application. Compensation Compensation for this role is $45,000. Benefits Generous paid time off inclusive of sick time, paid holidays, and ~10 weeks of paid breaks (Spring, Winter, and Summer). Extensive, best-in-class training and development Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA) Financial Planning 403(b) retirement savings program + employer match Paid leave of absence options (parental, medical, disability, etc.) Mental health and counseling support + wellness benefits *A detailed list of all SY 26-27 benefits is located HERE. At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email recruitment@uncommonschools.org.

Job Description Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales. As a Regional Vice President of Sales, you will be in a lucrative 100% sales-focused role without having to focus on service requirements—you will be provided qualified lead flow to eliminate cold calling, to put our client’s high-net-worth clientele first. ABOUT THE ROLE • Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed, • Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest, • Meet with prospects to evaluate their personal situation and provide solutions, as well as educate prospective clients on the firm’s services, • Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios, • Report to the Director of Private Client Group Sales, who will provide the required resources you need to be successful within the sales process Requirements • 5 to 7 years or more of selling to stock market investors within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents, • Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets, • Record of six-figure earnings in each of the past 3 years (pay for production compensation model) Benefits • Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job DescriptionTrust & Estate Tax Senior Accountant/Supervisor We are looking for a dynamic Trust and Estate Tax professional to join our growing team. We offer tremendous growth and development opportunities to assist with both your personal and professional goals. Are you ready for a new challenge? If you are interested in working in a vibrant firm with stimulating assignments and growth potential, this is the opportunity for you. We are not your typical CPA Firm, we truly recognize and value our team members and balance between work and life. Location: Rochester, NY office. *Work where you do your best work. At Insero, you can choose to be in the office daily or work in a hybrid schedule of up to 3 remote days per week, depending on workload and office needs. *Our office is located in the heart of downtown Rochester. There is easy access to great restaurants and events, and featured amenities such as collaboration spaces, game room and firm paid for underground parking in a secure garage. We also have comfortable break rooms fully stocked with complimentary drinks and snacks. Responsibilities: The responsibilities and requirements associated with the position include but are not limited to: • Preparation of Gift & Estate tax returns., • Maintain financial records for use in preparation of tax returns and fiduciary accounting., • Preparation of Federal & State fiduciary income tax returns for estates and trusts., • Preparation of estate and gift tax projections for estate tax planning purposes., • Calculations of estate and gift tax savings attributable to implementation of estate tax planning strategies., • Calculations of charitable contribution deductions pertaining to the funding Charitable Trusts and Foundations., • Preparation of final individual income tax returns for decedent., • Preparation of tax returns for Charitable Split Interest Trusts is a plus., • Preparation of fiduciary accounting reports for Estates & Trusts., • Research of Federal and State income tax issues relating to trusts and estates., • Research of Federal and State gift and estate tax issues., • Preparation of personal income tax returns for grantors, trustees, and beneficiaries of trusts and estates., • Assisting manager with responding to tax notices from the Internal Revenue Service (IRS) and State Income Tax Authorities. Requirements Education and Experience A minimum of 3 years’ experience as a trust and estate accountant along with a Bachelor’s degree in Accounting or related degree required but may be overlooked for more formal work experience. Ideal tax experience servicing complex individuals / 1040 returns and trust and estate returns. Ability to work both independently and as a member of a team. Able to communicate effectively through both written and oral communication. Have a professional demeanor with excellent communication skills. Enjoy working with people and understand the importance of nurturing and building the firm's clientele. Be ethical, conscientious, detail oriented, and well organized. Salary Information: In the spirit of pay transparency, we are excited to share that the base pay range for this position is $72,000 - $97,000 annually. Please keep in mind that this range is base pay only and does not consider other components that make up the total rewards package for the position such as eligibility to receive discretionary spot bonus incentives. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Create your next chapter with Insero. We’re growing—across our services, our teams, and our impact. If you’re ready for new challenges, meaningful client relationships, and the opportunity to shape your own career path, this is your chance to do it with a firm that truly walks the talk on culture. Insero is a leading accounting and business advisory firm serving clients across New York State. Our core value—Be Passionate About People—guides everything we do. Our culture is authentic, supportive, and recognized. Awards & Recognition: • #4 Best Company to Work For in New York - 2026 (ranked #1 in 2025 & 2024, 2022), • Best Accounting Firms to Work For (2012–2025), • #1 Best Accounting Firm (2023-2026, Rochester Business Journal), • #4 Best Places to Work for Career Growth Benefits We offer competitive salaries, an outstanding paid time off program (4-5 weeks based on level), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, spot bonus program, CPA bonus, a variety of different medical plan options along with opt-out dollars if you do not need medical ins coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals. At Insero, we’re committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different: • We offer excellent advancement opportunities as well as advisor and mentor programs., • We invest heavily in training and technology., • We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote., • We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice., • There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion.

Job Description POSITION: Financial Sales Associate (FSA) INDUSTRY: Financial Services ROLE OVERVIEW Delibert Employment Solutions is partnered with a financial-services client seeking a proactive and client-focused Financial Sales Associate to provide day-to-day support to a Financial Advisor's book of business. The FSA plays an important role in servicing and maintaining client accounts, preparing communications, processing client requests, maintaining records, supporting meetings, and helping ensure smooth and efficient operations. The ideal candidate should demonstrate excellent communication, attention to detail, organization, professionalism, and a strong commitment to client service. KEY RESPONSIBILITIES • Service and maintain client accounts; ensure client information is accurate and current., • Assist clients with account-opening procedures and ensure required documentation is properly completed., • Prepare and send professional client communications; answer client calls and address questions or concerns., • Proactively assist with resolving client issues and maintain client relationships through regular communication., • Provide appropriate account information to clients; take and place customer orders in brokerage and advisory accounts., • Maintain an accurate and organized client database., • Assist with preparation for client annual reviews and gather documents and information needed for meetings., • Follow applicable industry rules, regulations and firm policies. QUALIFICATIONS • Strong organizational skills and excellent attention to detail., • Excellent verbal and written communication; strong interpersonal/client-service skills., • Ability to manage multiple responsibilities and prioritize effectively., • Financial-services experience is preferred but is not automatically required., • Experience with financial software or related tools is a plus. TARGET CANDIDATE BACKGROUNDS Prioritize candidates with experience in financial advisory firms, wealth management, brokerage, investment services, banking, registered investment advisory environments, insurance/financial services, or similar financial client-service environments. RELEVANT TITLE VARIATIONS (search beyond exact title; evaluate actual responsibilities, not title alone) Financial Sales Associate, Financial Sales Assistant, Client Service Associate, Client Services Associate, Financial Advisor Assistant, Wealth Management Associate, Wealth Management Client Associate, Registered Client Associate, Registered Sales Assistant, Financial Services Associate, Investment Client Service Associate, Advisor Support Associate. LICENSING Financial-services licensing or FINRA registration may be advantageous depending on the candidate's background. Do not assume a specific Series license is required unless the client establishes it as mandatory; if unclear, flag for Teresa rather than assuming. INTERNAL NOTE: Keep sourcing for this requisition completely separate from the Personal Lines and Commercial Lines Account Manager job orders. Do not place FSA candidates into either insurance job.

Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: · Be the trusted advisor to clients on system configuration and implementation, using Epicor’s signature methodology for problem identification, implementation, documentation, testing and training · Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy · Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state · Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner · Assist with generating quote specifications and proposal generation · Ability to adhere to project timelines and meet Service Level Agreement goals · Provide support for clients in a help desk capacity and assist in troubleshooting application questions · Provide on-site training and consulting for clients if necessary ADDITIONAL RESPONSIBILITIES: · Maintain daily timesheet and expense report entries and submit them accurately and timely · Other duties as required Requirements: TECHNICAL SKILLS: · High level (Intermediate) of proficiency in MS Office and SharePoint · Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc. SOFT SKILLS & ABILITIES: · Strong written and verbal communication skills · Pleasant and professional demeanor in all client and internal communications · Ability to multi task · Intellectually resourceful with sound/ethical judgment and effective decision-making abilities · Independent worker and able to work effectively on daily tasks without direct supervision · Strong organization skills and ability to operate efficiently throughout daily tasks · In general, own’s issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate · Demonstrates empathy with users and professionalism at all times · Work well with clients at all levels · Operates with client satisfaction in mind · Energy, enthusiasm and results-oriented · Strong troubleshooting and analytical skills EDUCATION, EXPERIENCE, & KNOWLEDGE: · CPA or CMA Preferred · Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software · Strong knowledge in supply chain / distribution desirable · Proven success in ERP software project implementation and deployment across multi-business verticals WORK ENVIRONMENT/PHYSICAL DEMANDS: · Use of computer and office equipment · Ability to remain calm in stressful situations · Performs all administrative functions expected at this level ADDITIONAL REQUIREMENTS: · Ability to be scheduled for evening or weekend work occasionally · Valid driver’s license in your state of residence and reliable personal vehicle Compensation details: 95000-130000 Yearly Salary PIbdb7ad6fa862-37820-40005170

Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: · Be the trusted advisor to clients on system configuration and implementation, using Epicor’s signature methodology for problem identification, implementation, documentation, testing and training · Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy · Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state · Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner · Assist with generating quote specifications and proposal generation · Ability to adhere to project timelines and meet Service Level Agreement goals · Provide support for clients in a help desk capacity and assist in troubleshooting application questions · Provide on-site training and consulting for clients if necessary ADDITIONAL RESPONSIBILITIES: · Maintain daily timesheet and expense report entries and submit them accurately and timely · Other duties as required Requirements: TECHNICAL SKILLS: · High level (Intermediate) of proficiency in MS Office and SharePoint · Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc. SOFT SKILLS & ABILITIES: · Strong written and verbal communication skills · Pleasant and professional demeanor in all client and internal communications · Ability to multi task · Intellectually resourceful with sound/ethical judgment and effective decision-making abilities · Independent worker and able to work effectively on daily tasks without direct supervision · Strong organization skills and ability to operate efficiently throughout daily tasks · In general, own’s issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate · Demonstrates empathy with users and professionalism at all times · Work well with clients at all levels · Operates with client satisfaction in mind · Energy, enthusiasm and results-oriented · Strong troubleshooting and analytical skills EDUCATION, EXPERIENCE, & KNOWLEDGE: · CPA or CMA Preferred · Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software · Strong knowledge in supply chain / distribution desirable · Proven success in ERP software project implementation and deployment across multi-business verticals WORK ENVIRONMENT/PHYSICAL DEMANDS: · Use of computer and office equipment · Ability to remain calm in stressful situations · Performs all administrative functions expected at this level ADDITIONAL REQUIREMENTS: · Ability to be scheduled for evening or weekend work occasionally · Valid driver’s license in your state of residence and reliable personal vehicle Compensation details: 95000-130000 Yearly Salary PIb6265dee3147-38003-40005170

About PCM Encore Help Build the Wealth Management Firm of the Future. What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore. PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. But we’re just getting started. Technology Is at the Center of Everything We Do We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. Built by Entrepreneurs, Not Career Bankers PCM Encore was founded by Mike Paulus, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. An Institutional-Quality Platform Without the Bureaucracy Through our strategic relationship with Morgan Stanley and Graystone Consulting, led by Mark Curtis, our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. Build Equity, Not Just a Career At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. Why Join Now? • We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months., • We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works., • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions., • We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one. Location: Willing to explore fully-remote for the right candidate, but would prefer relocation to New York City, Denver, or Bellevue/Seattle. Department: Client Service / Wealth Advisory / Relationship Management Reports To: Head of Wealth Advisory Position Overview We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. Key Responsibilities Client Onboarding & Relationship Management • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate., • Serve as the primary point of contact for all client questions and planning needs., • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software., • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity. Financial Planning & Advice • Develop, maintain, and update comprehensive and holistic financial plans., • Provide ongoing, proactive planning recommendations aligned with client goals., • Coordinate planning efforts with internal Tax, Estate, and Investment partners., • Identify clients who may be appropriate for unique or opportunistic investment solutions, in collaboration with IPC. Investment & Account Coordination • Partner with IPC to build and implement customized investment recommendations. For less-tailored portfolios, build recommendations without involving IPC., • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios., • Review client billing in partnership with IPC and/or Compliance, as appropriate. Client Engagement & Operations • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up., • Conduct proactive client outreach beyond scheduled meetings., • Schedule and manage client meeting cadence, leveraging technology where possible., • Request and coordinate client swag and appreciation initiatives., • Manage client meeting logistics, documentation, and action items. Qualifications • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households., • Strong technical foundation in financial planning, investments, and tax-aware strategies., • Excellent client communication and relationship management skills., • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc., • High attention to detail and ability to manage multiple client relationships simultaneously., • Collaborative mindset with comfort working alongside investment, tax, and operations teams., • Series 65 required, CFP® or similar preferred. Desired Characteristics • Intellectual curiosity and passion for wealth advisory., • Strong organizational and project management skills., • Ability to communicate sophisticated financial planning concepts to both teammates and clients., • Process-oriented mindset combined with strategic thinking., • Team-first attitude with a willingness to take ownership of outcomes., • High degree of professionalism, discretion, and client service orientation. Compensation Structure • Base Salary: $150,000 to $180,000, depending on tenure/experience with managing a dedicated book of clients. For exceptional talent, there is flexibility above existing compensation range., • Revenue sharing on book: To be built out

Director of Business Development About First Element Insurance Planners First Element Insurance Planners (FEIP) serves as a strategic partner to fee-only Registered Investment Adviser (RIA) firms, adding deep insurance and estate planning expertise to the comprehensive financial planning process. With a specialized focus on objective risk management (life, long-term care, disability income insurance, annuities, and related solutions) and estate planning strategies (individual transfer tax and business planning), FEIP operates as an extension of an RIA’s team. Our goal is to make insurance planning thoughtful, objective, and seamless for advisors and their clients. Watch First Element’s Explainer Video: https://vimeo.com/1036025707?share=copy Reports To Managing Director The Opportunity This is a relationship-driven business development role focused on expanding First Element’s presence within the fee-only RIA channel. You will be responsible for initiating relationships with RIAs, earning their trust, guiding them through our insurance planning model, and developing long-term strategic partnerships. Success in this role directly impacts both firm growth and your earning potential. This is not a retail, point-of-sale position. The focus is on advisor engagement and building professional relationships, not presenting directly to the general public. What You’ll Do • Build Strategic Partnerships - Build meaningful relationships with fee-only financial planners and help them integrate insurance planning and risk management into their practices in a way that aligns with their fiduciary model., • Develop Business Proactively - Initiate advisor relationships with a high volume of outbound prospecting, including calls to new prospects, personalized emails, and consistent follow-up. Start conversations with prospective partners, build relationships from the ground up, and maintain a disciplined approach to business development., • Educate and Advise - Articulate the value of partnering with First Element by presenting our client-first approach, advanced planning capabilities, proprietary resources, and experienced team., • Generate and Advance Opportunities - Drive new business through individual meetings, group presentations, and proactive outreach efforts., • Manage and Track Growth - Leverage Salesforce CRM and related tools to monitor engagement, manage relationships, and refine outreach strategy. Who We’re Looking For • Self-motivated and results-oriented, • Comfortable with a high volume of outbound activity, • Strong collaborator who works well within a team environment, • Comfortable working independently with a high degree of autonomy, • Exceptional communicator able to simplify complex concepts, • High level of personal and professional integrity, • Strong relationship-builder with excellent interpersonal skills, • Professional presence and credibility with financial advisors What You'll Need • Bachelor’s degree, preferably in a business-related field, • Experience in business-to-business sales or business development, • Experience presenting to individuals and groups, both virtually and in person What Can Set You Apart • Experience working with affluent clients, • Experience working within an RIA or serving RIAs as clients, • CFP® or JD designation Compensation & Benefits • Competitive base salary plus incentive compensation, • Significant opportunity for increased earnings in subsequent years based on performance, • 100% employer-paid medical and long-term disability insurance, • Substantial, low-cost retirement plan with company match, • Voluntary life, vision, and dental insurance, • FSA eligibility for full-time employees Position Details Full-time, employee position To apply, please submit a chronologically ordered resume and either a cover letter or short video explaining how your background aligns with this role to Dan Sullivan at (MS Word or PDF format).

Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We’re seeking entrepreneurial minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life. You’ll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. What You’ll Do As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across every aspect of their financial lives. Your planning process centers around seven core planning pillars: • Cash Flow & Wealth Management, • Retirement Planning, • Tax-Efficient Planning Strategies, • Estate & Legacy Planning, • Investment Strategy & Portfolio Management, • Risk Management & Asset Protection, • Business Planning & Succession Strategies You’ll work closely with clients to: • Develop comprehensive financial plans tailored to each client’s goals and values., • Create coordinated strategies that integrate investments, taxes, insurance, retirement, and estate considerations., • Guide clients through life’s major financial decisions with proactive advice and ongoing planning., • Build and maintain long-term relationships based on trust, education, and accountability., • Collaborate with specialists to provide sophisticated planning solutions when appropriate., • Stay current on market trends, tax law changes, and financial planning strategies to continually deliver exceptional advice. Why Eagle Strategies Unlike many traditional firms, Eagle Strategies provides advisors with the flexibility to build the practice they envision. Fee-Based Planning Offer comprehensive advice through a fee-based advisory model designed to align your success with your clients’ long-term outcomes. Expansive Platform Access a broad universe of investment managers, planning tools, and financial solutions without being limited to proprietary products or captive offerings. Entrepreneurial Freedom For advisors who desire greater flexibility, Eagle Strategies offers the opportunity to establish your own DBA (Doing Business As) and operate your practice under your own brand while leveraging our robust platform, technology, compliance, and operational support. Comprehensive Support You’ll receive: • Practice management coaching, • Training and licensing support, • Professional development opportunities, • Marketing and business development resources, • Advanced financial planning technology, • Investment research and portfolio resources, • Ongoing education and professional development, • Collaborative support from experienced specialists Qualifications We’re looking for IARs who are passionate about helping clients improve their financial lives. Required qualifications include: • FINRA Series 7 and Series 66 (or Series 63 & 65),, • Life & Health Insurance Licenses, • Strong interpersonal and relationship-building skills, • Analytical mindset with the ability to simplify complex financial concepts, • Self-motivated with excellent communication and organizational skills Compensation All IARs affiliated with Eagle Strategies must also be contracted as agents with New York Life. Agents who are also IARs may earn income from both commission-based products and fees generated through managed accounts and financial planning services. 1, 2 Benefits We offer a suite of benefits to those agents who qualify.3 • Medical, Dental & Vision Insurance, • 401(k), • Pension Plan4, • Life Insurance and Long-Term Disability Insurance Our Philosophy Our advisors don’t simply manage investments—they help clients make better financial decisions. By integrating planning across cash flow, taxes, retirement, estate, investments, risk management, and business planning, we empower clients to build financial confidence and long-term success. If you’re looking to build a planning-first practice flexibility how you develop your practice and the strength of an established platform, we’d love to meet you. About Eagle Strategies Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help clients meet their unique financial goals. With more than 180 years of experience, we have a long history of doing what is best for our clients. Eagle Strategies IARs are also Agents of New York Life and Registered Representatives of NYLIFE Securities LLC. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1For more information about the commission-based income and benefits for agents, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits 2Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Agents operating under an Introductory (PTAS) Contract are not eligible for benefits. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. 4Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. New York Life Insurance Company is an Equal Opportunity Employer – M/F/Disability/Veteran/Sexual Orientation/Gender Identity. SMRU#9086745 exp 8.25.29

Job Title: Senior Compliance Analyst (MS) The Opportunity: The AML/KYC Senior Analyst supports the day-to-day execution of the investor onboarding and lifecycle due diligence. This role is focused specifically on private fund investor KYC, including intake, documentation review, entity verification, screening, and file completion, day-to-day production activities supporting investor onboarding and lifecycle monitoring. This role executes defined procedures while developing deeper AML/KYC expertise and supporting SLA‑driven workstreams. Senior Analysts execute defined onboarding procedures across a range of investor types, ensuring subscription-related due diligence files are complete, accurate, and compliant with applicable AML requirements and internal standards. This role is production-oriented and SLA-driven, with responsibility for identifying documentation gaps, escalating risk triggers, and maintaining high-quality case documentation across onboarding volumes. What you’ll do: • Perform investor intake, document collection, review, and verification., • Execute AML/KYC tasks in accordance with SOPs., • Handle lower-complexity onboarding or lifecycle cases., • Clearly document findings and decisions., • Escalate issues or data gaps following defined guidelines., • Meet productivity, quality, SLA, and turnaround time targets. To Qualify for the role, you will have: • 2–4 years of AML/KYC, compliance, or financial services experience., • Prior experience supporting onboarding and due diligence workflows., • Familiar with institutional investor documentation and entity structures., • Strong attention to detail, file organization discipline, and ability to work in SLA-driven environments., • Willingness to learn and expand AML/KYC expertise. Ideally, you’ll also have: • Major or concentration in compliance, criminal justice, law, business, accounting, finance, and/or economics preferred. Skills and Attributes for Success: • Demonstrated professional integrity, • Dependable, flexible, and adaptable to new ACA initiatives and changing client needs, • Ability to exercise discretion and make independent judgments on matters of significance, • Ability to work in a fast-paced, small team environment, • Ability to establish and maintain effective working relationships with colleagues and clients, • Highly motivated and goal oriented; pro-active in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks, • Dedicated to upholding ACA’s high-quality standards and customer service focus, • Strong organizational and problem-solving skills with attention to detail, • Strong oral and written communication skills, • Proficient with Microsoft Office applications and comfortable working in a tech enabled environment. What working at ACA offers: We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. Our Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment. You’ll also be granted time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. We also offer unique benefits such as Student Debt Forgiveness and Pet Insurance. About ACA: ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape. What we commit to: ACA is firmly committed to a policy of nondiscrimination, which applies to recruiting, hiring, placement, promotions, training, discipline, terminations, layoffs, transfers, leaves of absence, compensation and all other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. The cash compensation range we have provided has been benchmarked against similar organizations of comparable size, sector, and age. Our offers of employment consider a variety of factors, including but not limited to, unique skill sets, specific expertise or certifications and business/organizational needs. It is not typical for us to hire talent at the top of the range for a role, in part because it’s so important to us to allow all ACA employees the opportunity to develop over time, and to feel rewarded for doing so. Our listed range is a reasonable estimate of the total yearly compensation. Salary Range: $60,000.00 - $75,000.00 Please note that everyone using, storing, sharing or transmitting information with or through ACA devices or systems, should have no expectation of privacy in any message, files, data, document, facsimile, telephone conversation, conversation, message, or any other kind of information or communications transmitted to, received from, printed from, or stored or recorded while utilizing any ACA systems, software, and data.

Software Guidance & Assistance, Inc. (SGA) is searching for a Senior Information Security Advisor - Threat Risk Assessment & Security Architecture for a CONTRACT assignment with one of our premier Financial Services clients. This is a remote position supporting U.S. Information Security and Control, working Eastern Time hours. Responsibilities: • Independently conduct hands-on Threat Risk Assessments (TRAs), threat modeling, and technical security assessments across applications, infrastructure, networks, cloud, hybrid cloud, and SaaS environments., • Review application and infrastructure architecture diagrams, security configurations, and technical designs to identify threats, vulnerabilities, control gaps, and potential risks., • Evaluate security controls across applications, networks, servers, and cloud environments, recommending appropriate safeguards and compensating controls., • Analyze vulnerability scan reports, server hardening configurations, and supporting evidence to assess security exposures and prioritize remediation., • Assess cloud architectures, including IaaS/PaaS environments, native cloud security controls, and application deployments., • Provide technical security advisory services to business lines, application owners, architects, and infrastructure teams., • Support secure-by-design initiatives by incorporating security requirements into the early stages of technology projects., • Recommend practical security solutions and remediation strategies that balance technical risks, regulatory requirements, and business objectives., • Communicate technical security findings and recommendations clearly to both technical and nontechnical stakeholders., • Ensure security assessments and recommendations align with enterprise security standards, industry frameworks, and applicable U.S. regulatory requirements. Required Skills: • 5+ years of hands-on experience performing technical security assessments across applications, network infrastructure, and complex technology environments., • 3+ years of experience personally conducting Threat Risk Assessments and threat modeling across on-premises, cloud, hybrid cloud, and SaaS environments. Experience limited to reviewing assessments performed by others is insufficient., • 2+ years of experience in security solution architecture, software development, or hands-on security implementations, including application security controls and compensating controls., • 3+ years of experience reviewing vulnerability reports, server hardening requirements, and validating security controls through supporting evidence., • Strong technical understanding of application security, infrastructure security, network security, and security architecture., • Practical knowledge of AWS, Azure, or GCP cloud infrastructure, native security controls, IaaS/PaaS service models, and how applications are deployed and secured in cloud environments., • Understanding of U.S. information security regulatory requirements and practices; experience in regulated industries is acceptable., • Ability to independently identify security risks, evaluate technical controls, and recommend remediation strategies., • Strong written and verbal communication skills, with the ability to explain technical security risks and recommendations to business and technology stakeholders., • Post-secondary education in Computer Science or a related discipline. Preferred Skills: • Prior information security advisory experience within banking or financial services., • Familiarity with U.S. banking regulatory requirements, including FFIEC guidance, GLBA, OCC, and NYDFS cybersecurity requirements., • Strong application security expertise combined with broader infrastructure, network, and cloud security experience., • Knowledge of security frameworks including NIST 800-53, ISO 27001/27002, ISO 27017/27018, PCI DSS, and CIS Controls., • Experience using ServiceNow., • Security certifications such as CISSP, CISM, CCSP, or CRISC., • Experience supporting secure-by-design initiatives and enterprise security architecture reviews. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ . SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.

Job Description Location: Rochester, NY (hybrid) NEXT's mission is to help entrepreneurs thrive. We're doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you'll find NEXT. Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We're backed by industry leaders in insurance and tech, and we still have room to grow—that's where you come in. The Lead Insurance Advisor supports NEXT Insurance's vision by leading a high-performing, customer-focused Service team and ensuring excellence across the full customer policy lifecycle. This role is responsible for daily team performance, SLA attainment, and fostering a positive, accountable culture where Insurance Advisors are empowered to deliver exceptional service. They maintain deep knowledge of our insurance products and support escalations to ensure timely and effective resolution. In partnership with the Service Department Manager and cross-functional teams, the Insurance Advisor Lead identifies opportunities to improve processes, reduce friction, and enhance the overall customer experience. They are forward-thinking in leveraging technology, automation, and AI-driven tools to improve operational efficiency, team productivity, and service delivery in the SMB insurance space. What You'll Do: • Report to and support the Service Department Manager in daily operations, contributing ideas for process improvements and technology enhancements., • Directly manage an assigned team of Insurance Advisors and collaborate cross-functionally with other teams and leadership to improve service delivery across the policy lifecycle., • Monitor phone, chat, Slack, and ticket queues in real-time, leveraging data and technology tools to make necessary adjustments to achieve daily goals. This includes developing tactics, tracking individual development through 1:1 meetings, individual development plans, and performance management., • Conduct regular team meetings to communicate team goals, performance updates, upcoming events/training, product updates, process enhancements, and overall company direction., • Answer questions, assist with complex problems, and ensure work complies with quality standards and guidelines, while identifying opportunities for automation, AI support, and skills enhancement., • Create and maintain a culture of teamwork and collaboration, fostering growth and removing obstacles to enable Insurance Advisors to focus on delivering exceptional customer service through efficient, tech-enabled workflows., • Provide quality customer service by interacting with customers, addressing inquiries, and effectively handling escalations, while capturing insights to inform cross-functional improvements and smarter operational solutions. What We Need: • Demonstrate strong customer focus and service leadership skills., • Communicate clearly and effectively, both verbally and in writing., • Be results-driven with strong organizational and prioritization skills., • Proactively identify problems and recommends process improvements., • Think strategically about service impact across the policy lifecycle., • Be comfortable leveraging technology, automation, and AI to enhance operations., • Posses strong industry and product knowledge., • Hold an active P&C license and relevant experience in insurance and customer service.Note on Fraudulent RecruitingWe have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @next-insurance.com or @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible for our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more. US hourly range for this full-time position: $70,000—$80,000 USD Don't meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Description Location: Rochester, NY (hybrid) NEXT's mission is to help entrepreneurs thrive. We're doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you'll find NEXT. Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We're backed by industry leaders in insurance and tech, and we still have room to grow—that's where you come in. We are looking for a bright, motivated and driven individual to join our team and help us accomplish our mission of combining insurance know-how, innovative technology and world-class customer service. As an Insurance Advisor, you will ensure our customers receive a timely and quality customer experience while focusing on reviewing and accurately troubleshooting our customers needs and assisting in the management of their insurance policies. This is a fast paced role on a highly collaborative team where individuals have the chance to contribute meaningfully to a rapidly growing business in an exciting industry. What You'll Do: • Responsibilities include issuing insurance certificates, processing policy changes, assisting in process improvement and supporting our "pay as you go" insurance program, • Assist customers/prospects/partner agents with questions and concerns, helping them find the right coverage for their business insurance needs, • Provide outstanding customer service and support, • Provide customers with insurance quotes for various insurance policies, • Work with our partners to solve customer concerns in a timely manner, • Drive and/or participate in ad hoc projects that help solve pressing business concerns such as:, • Help translate our internal customer account portals and Terms and Conditions, • Shadow new agents during new agent training, • Meet with Product teams to help understand customer needs What We Need: • 1-2 years working in customer service, • Detail orientation in everything you do: there is a lot of customer and policy information flying by you—having a keen eye here is essential, • Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression, • Property & Casualty Insurance License (preferred) Unstoppable Qualities: • Personal standard for excellence: Strong process orientation and interest in finding better ways to do things, • Fearlessness and adaptability in a fast-moving, ever changing environment and ability to work on multiple tasks at once, • Experience and comfort using a variety of software tools from Excel and G Suite, to policy management and accounting systems, • Bilingual (Spanish)Note on Fraudulent RecruitingWe have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @next-insurance.com or @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible for our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more. US hourly range for this full-time position: $23—$25 USD Don't meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive. Job Location: 244 Hutchison Rd, Rochester, New York, United States of America, 14627 Worker Subtype: Regular Time Type: Full time Scheduled Weekly Hours: 40 Department: 200218 Kearns Center Work Shift: UR - Day (United States of America) Range: UR URG 111 H Compensation Range: $30.87 - $46.25 The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations. Leads academic opportunity projects within the College and Regional and/or Nationally supported projects, targeting underrepresented and/or underprivileged students/others in the community. Provides project oversight, including counseling, referrals and information on the support services available to address the special needs of the program or project. May evaluate effectiveness of curriculum and effectiveness of program in meeting goals. • Develops strategies, programs, workshops, research projects, and other interventions to increase the opportunities for low-income, first-generation college, and underrepresented minority students to succeed. Collaborates with leadership, staff, and administration to develop, seek funding for, implement, and evaluate opportunities to increase student success. Works closely with leadership to develop and lead the implementation of programs/workshops that reach students in the Rochester community., • Serves as a thought partner on implementing curricula., • Serves as a college advisor and counselor providing academic, financial, personal, social, and career counseling and advising support for students. Monitors and evaluates academic progress and develops strategies for enhancing academic performance, assesses special needs of students, and makes appropriate referrals., • Coordinates academic support programs, including setting up and planning meetings, and recruiting and hiring of instructors, undergraduate, and graduate student staff. Finalizes program schedule and classes. Supervises student staff. Oversees special scholarship programs. Manages tutorial services, including individual tutoring, group tutoring, and various areas of study-specific tutoring programs., • Maintains confidential student records and submits evaluative data for State and Institutional reports. Maintains the office database and other data systems, and trains the counseling and support staff in their use. Assists the Director in advancing the strategic planning efforts of the department. Coordinates and monitors practices that promote student retention and graduation., • May supervise counselors and student assistants., • Other duties as assigned., • Master's degree and 3 years of relevant experience required, • Or equivalent combination of education and experience Supervisory Experience preferred, • Experience with curricular design and assessment preferred, • Demonstrated success in fund raising, writing grants, and/or grants administration required, • Excellent verbal and written communication skills required, • Ability to work in various environments and collaborate with individuals of different backgrounds required, • Demonstrated commitment to the value of access to higher education and the impact it has on individuals, families and communities required The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.

WSP is seeking a Project Manager for our Power Delivery Project Management team located in Rochester, NY; Syracuse, NY; New York City, NY; Boston, MA; Portland, ME; or Newark, NJ. The candidate may work from a mutually acceptable location within the region and must have the ability to travel to a WSP and/or Client office for periodic face-to-face meetings. The successful candidate will be responsible for initiating and executing Power Delivery projects, managing and developing client relationships, and marketing WSP's Power Delivery services to existing and new clients in the respective region. Provides project management for the development, execution, management, control and monitoring of high voltage and EHV Substation and Transmission projects in support of company, regional, and national business line goals. Ensures responsibilities throughout the project lifecycle (proposal phase, planning and project startup, project execution, reporting, and project closeout) are adhered to, delivered, and audited with a level of quality that meets or exceeds corporate and client project excellence and delivery standards. Provides innovation, administration, and pragmatic direction to address current and future project management challenges in a rapidly changing and complex business and operations climate. As one of the world's leading professional services firms, WSP now brings world-class expertise in power delivery and project management with the recent acquisition of POWER Engineers, Inc. Our vision is to be the preeminent pure-play global consulting firm for the world's energy transition. And we need your help. • Provide PM leadership for small/medium/large scale/more complex high voltage and high voltage and EHV Substation and Transmission projects ensuring support for preparing and overseeing project detailed design, budgets, forecasts, margins and KPIs, monitoring external events and risk contingencies, ensuring satisfactory performance, and managing the contractual obligations to deliver the project or assigned portfolio of assigned project(s) as defined in the contract and client's expectations., • Develop and foster effective strategies to engage project stakeholders at all levels, maintain effective relationships, and report on project progress., • Provide guidance with pursuit/initiation activities for projects meeting defined criteria or risk profile; including "Go / No-Go" decisions, contract reviews, risk mitigation strategies, pricing reviews, etc., • May participate, and at times, lead the contract negotiations and client presentations, • Actively drive the appropriate levels of technical review required for the project, selecting appropriately qualified staff to perform the required reviews, and adherence to the QA/QC plan., • Provide verbal and/or written inputs to multi-disciplinary project teams and contribute to providing high level strategic advice to clients., • Provide guidance and mentoring to other staff., • Ensure updates occur with system and process documentation including: Risk (REF/RMP), Project Management Plan (PMP), Project Quality Plan (QP), Project Safety (PSP), and Communications Plan where applicable., • Lead project kick-off meetings with key stakeholders., • Coordinate with area/technical managers to address project resource and subcontracting requirements in a timely manner., • Maintain regular communications with the client including reporting on monthly status, safety incidents, and major issues together with scope and budget impacts., • Participate in and oversee problem project reviews, providing input about root cause issues and potential solutions. Assist with developing project recovery plans., • Ensure regular project reporting and updates are provided to clients, technical areas, and business unit managers, identifying any emergent issues with scope, risk, and/or budget., • Complete formal project closeout activities, along with facilitating and documenting a lessons-learned meeting with key project staff., • Collaborate with professionals from a variety of disciplines to provide "trusted advisor" service and future ready solutions for clients., • Exercise responsible and ethical decision-making regarding company funds, resources and conduct, and adhere to WSP's Code of Conduct and related policies and procedures., • Perform additional responsibilities as required by business needs. Required Qualifications • Bachelor's in Engineering, Construction Management or other related field within the Power & Energy Market., • 12 years of relevant post education experience in a project management role within the Power Delivery/Utility Industry, • Minimum of 5 years applicable industry experience working and/or providing engineering services for IOUs, IPPs, Co-Ops, Munis, etc., • Minimum of 5 years of experience leading engineering and/or construction teams on medium to large electrical utility scale clients for high voltage and EHV Substation and Transmission projects., • Knowledge and experience with project management processes and tools required, including:, • Contract Management, • External and Internal Team Meeting Management, • Earned Value Management, • Change Management, • Risk Management, • Schedule Management (this includes experience with CPM project schedules such as Primavera P6 or equivalent), • Financial Management, • Highly proficient understanding of project delivery process within the Power Delivery/Utility industry and strong background and experience in project management., • Advanced proficiency with analytical and organizational skills, with business acumen to bridge the business and project management., • Advanced proficiency with critical thinking and problem-solving skills to make assessments and calculations involving the application of project management principles, with a sound understanding of intent, impact, and optimal outcomes., • Advanced proficiency with interpersonal and communication skills to interact effectively, persuasively, and tactfully with leadership, subcontractors, and employees at all levels of the organization., • Excellent self-leadership with attention to detail, multi-tasking, and adjusting readily to the changing prioritization of responsibilities in a dynamic work environment., • Works independently and provides guidance and leadership to mid-level to senior level team or project members, with strict adherence to QA/QC., • Advanced proficiency with technical writing, office automation, relevant software, MS Office suite products (e.g., Word, Excel, Visio, Project, SharePoint), technology, spreadsheets, and PM tools., • Ability to elicit cooperation from a wide variety of sources, including senior management, subcontractors, consultants, and company-wide staff, including those with whom no formal hierarchical relationship exits., • Proven track record of upholding workplace safety and ability to abide by WSP's health, safety and drug/alcohol and harassment policies., • Strong ability to quickly adapt to change and demonstrate flexibility to a variety of schedules and hours to meet project-specific needs., • Occasional travel is required and travel frequency will depend on client and project-specific requirements. WSP Benefits: • WSP provides a comprehensive suite of benefits focused on a providing health and financial stability throughout the employee's career. These benefits include coverage related to medical, dental, vision, disability, and life; retirement savings; paid sick leave; paid vacation (or other personal time); paid parental leave; and paid time off for purposes of bereavement, voting, and/or attendance at naturalization proceedings., • Compensation:, • Expected Salary (all locations): $180,000-$245,000, • WSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location. WSP USA reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant's sex or other status protected by local, state, and/or federal law.

Job Description Are you ready to transform lives, including your own? At Alliance Financial Network, Inc., a proud agency of The Guardian Life Insurance Company of America and our broker-dealer, Park Avenue Securities, we’re looking for driven, purpose-filled individuals to join us as an Associate Financial Professional. Not just to build a career, but to become a catalyst for change. In this role, you don’t just talk about money; you help people take control of their future. You’ll guide individuals, families, and businesses through some of life’s most important decisions. Protecting what they love, planning for what they dream, and building legacies that last. You become the difference-maker. The person who shows up when others need clarity, confidence, and a trusted voice. The one who helps them turn uncertainty into action and potential into prosperity. This is your opportunity to do meaningful work that shapes lives, strengthens communities, and builds your own path to professional and personal success. You have the power to change lives. Let’s start with yours! Compensation: $50,000 - $100,000 yearly Responsibilities: What you’ll be doing… Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create a holistic strategy with appropriate products and services. Developing and maintaining a base of clients who value your input and guidance. Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… Tools and technology to help you appropriately gather, manage, and service clients. Development and training locally, virtually, and nationally to support your educational needs. Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. Mentorship and joint-work opportunities. Superior service and support. A competitive benefits package including Pension, 401(k) with match and Roth options, health, vision, dental insurance, and more. Leadership and career development opportunities, including tuition reimbursement and continuing education opportunities. High earning potential with one of the most substantial contracts in the business that recognizes your performance, including renewal commissions that begin in year two. Qualifications: You possess… A passion for helping others and making a positive impact in your community. A forward-thinking spirit and desire to own a business that provides the ability to integrate your life and work – on your terms. A lifelong learner mentality with a desire to continue growing. Self-motivation, a confident personality, high integrity, and a strong desire to succeed. Requirements Must be a US citizen. Through our facilitation, obtain: NYS LAH, SIE, Series 7, Series 66 Licenses. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY, and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 8270339.1(Exp. 8/2027) About Company We are dedicated to providing exceptional service, experience, and support to help clients achieve their financial goals while reflecting their unique values. For our associates, we foster a supportive environment that encourages growth and success by equipping them to master proven financial strategies. Additionally, we create a positive community impact by embracing volunteerism, philanthropy, and outreach, empowering our team to support causes they care about. https://www.myafn.com/

Job Description Location: Rochester (hybrid) ERGO NEXT's mission is to help entrepreneurs thrive. We're doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you'll find ERGO NEXT. Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We're backed by industry leaders in insurance and tech, and we still have room to grow — that's where you come in. As a Commercial Insurance Advisor, you'll be the person they turn to when they need to protect what they've built, helping them understand their risks and find coverage that fits, in whichever language they're most comfortable using. What You'll Do: • Run consultative conversations with small business owners in Spanish and English and recommend coverage that fits their business, • Manage your own pipeline from first contact through bind, with disciplined follow-up and a CRM that's always current, • Identify cross-sell and coverage-gap opportunities and explain in plain language why they matter, • Build lasting relationships with clients, carrier partners, and referral sources in the Spanish-speaking business community, • Partner with internal teams and carriers to deliver accurate, timely quotes, • Hit monthly production goals, • Take on other projects and duties as assigned What we need: • Professional fluency in Spanish and English, spoken and written. You can explain coverage to a client in either language, • 2+ years of Commercial P&C experience in sales, service, or underwriting, • An active Property & Casualty license, and the ability to obtain and maintain additional state licenses as needed, • Comfort in a fast-paced, high-volume environment, • Genuine curiosity about how small businesses work, • The organizational discipline to own a pipeline without being chased Unstoppable Qualities: • A track record of meeting or beating quota, in insurance or any other industry, • Hands-on experience with specialty lines such as EPLI, E&O, D&O, Cyber, or Excess & Surplus placements, • Experience serving Spanish-speaking small business owners, • Tech forward: you adopt new tools quickly and bring ideas for working more efficiently, • A motivated self-starter who does better with autonomy than supervision Note on Fraudulent RecruitingWe have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @next-insurance.com or @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency. The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more. US annual base salary range for this full-time position: $60,000—$70,000 USD Don't meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500® company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor’s degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth 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, • Other duties as needed Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • Five to twenty-five years of job-related experience Certifications: • 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, • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. Job Skills: • 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 The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range $85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

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