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Job Description Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet the customized financial goals of clients, and will also provide a complete and holistic approach to financial planning. Role Description The Financial Advisor is an experienced member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is a valuable partner in the success of the branch and the overall firm. The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot’s core values - Integrity, Service is Personal, One Team, Communication and Initiative - in all of the responsibilities listed below. This full-time role reports to their respective Branch Manager. Working hours are Monday - Friday 8:30 AM to 5:00 PM EST. Moors & Cabot offers multiple flexible work arrangements for its employees: remote, hybrid and in-office. This role is eligible for any of these arrangements depending on proximity to a branch and needs, and must be located within the state of Florida. Role Responsibilities * Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions * Build, maintain, and update client databases and financial plans * Perform research for client portfolios using various software tools * Stay current and informed by researching investment products and market trends * Utilize MoneyGuidePro in analyzing, drafting, and implementing financial plans based on client needs * Provide strategic advice and manage money to reflect client risk tolerance, income, expenses, and assets * Continuously monitor clients’ financial situations with detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries * Maintain and cultivate client relationships via approved mediums of communication * Create and prepare detailed portfolio reviews, security analysis, and client delivery presentations for meetings * Document and execute money moves - trades, deposits, ACH, wires, withdrawals, rollovers, etc. * Cultivate relationships with wholesalers * Utilize marketing and established business plans to increase book of business * Plan networking opportunities to foster client opportunities * Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise * Compliance, Operations, IT, Training Center, etc. * Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch Manager * Provide feedback and mentorship to assigned Client Associate(s) on a regular basis * Adhere to and keep up to date on Compliance and firm policies * Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements * Keep up-to-date with the latest tax regulations and industry trends * Be an active culture carrier and contribute to a positive team morale Key Measurements * Ability to meet annual production/revenue goals * Maintenance and growth of client relationships and book of business * Adherence to and limiting compliance risk and liability * Overall success and satisfaction of team, as applicable Minimum Requirements * 7+ years of relevant experience within Financial Services * Portable book of business * FINRA SIE, Series 7 and 66 (63/65) * Bachelor’s Degree or higher in Business, Finance, or related field * A passion for financial markets * Strong understanding of financial planning, portfolio management, and fiduciary investing concepts * Prior experience with Financial Planning software * Confident in using Microsoft Office Suite and Google Suite applications * Comfortable taking initiative and being part of a team environment * Ability to sit for long periods of time and lift up to 10 pounds Preferred Requirements * Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products. Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS. Benefits * Total Rewards Benefits Package: * Medical, Dental & Vision * Short Term Disability & Long Term Disability, Employer paid Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents * 401k plans * Flexible Spending Accounts * Critical Illness & Accident insurance * Employee Discount Programs * Employee Assistance Programs * Identity Theft Protection Insurance * PTO: Unlimited * Flexible Work Schedule

Job Description At Veritext, we focus on the details – so legal teams can focus on the case. About the role: Providing our clients with exceptional service is the foundation of our business. In Client Scheduling (Southeast), you will be responsible for scheduling meetings and depositions, responding to inquiries and providing our clients with state-of-the-art products and services that will meet their needs. What you'll get to do: • Respond to all client requests received via email and/or phone queue in a timely, pleasant and professional manner, • Schedule proceedings in our proprietary software ensuring complete, accurate and consistent information, • Assign appropriate resources (reporters, videographers, interpreters) with technology to match client needs on jobs, • Confirm assignments for the next business day, • Build and maintain relationships with and provide support to reporters, agencies, videographers, interpreters, etc. and all other outside vendors, as applicable, • Provide assistance to reporters, videographers, as applicable (i.e., directions, my steno machine is broken, legal issues, etc.); escalate to appropriate Veritext colleague if necessary, • Communicate professionally with clients, subcontractors and staff to ensure proper execution of all aspects of upcoming jobs are met, • Resolve issues and escalate as needed to ensure prompt and accurate resolution The kind of teammate we’re looking for: • Customer service oriented with strong interpersonal skills, • Dedicated professional with the ability to respond to requests promptly and accurately, • Must possess excellent written and verbal communication skills, • Must be detail oriented, organized and be able to multi-task What’s in it for you: • Competitive compensation and total rewards package, • Comprehensive medical, dental and vision insurance, • Hybrid work structure (two days in the office, three days working remotely), • Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 3 personal days, vacation, sick and discretionary time), • Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists/therapists (app based, virtual counseling, daily emails, live and on-demand content, and more), • Matched 401(k) to help you save for your future, • Pet insurance to help your pet(s) live a long and happy life, • Flexible Spending Accounts (healthcare, dependent care, transit & parking), • Company-paid life insurance as well as short-term and long-term disability insurance, • Learning and development opportunities to advance both personally and professionally, • Veritext Summer Camp – a fun-filled culture building and learning experience, • Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more! About Veritext: Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America. Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security (including HIPAA and PII compliance) ensures that Veritext clients have the best tools available and the confidence of working with the market leader. Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas – an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment. About this posting: Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job-related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range.

Job Description About the Organization: Envera Systems is a leading provider of smart community security and access control solutions, offering cloud-based technology that enhances safety, convenience, and peace of mind. Our platform integrates video surveillance, virtual gate services, and access control to support communities nationwide. With a growing, multi-state presence, Envera is committed to innovation, operational excellence, and delivering exceptional customer experiences through a collaborative, hands-on team. Primary Objective: The Sales Consultant is responsible for selling Envera's proprietary sales solutions to prospective customers, including Boards of Homeowners Associations (HOAs), Condominium Associations, and Community Development Districts. This role focuses on building relationships, presenting tailored solutions, and guiding prospective clients through the sales process while representing Envera's products and brand with professionalism and integrity. This is a remote, territory-based new business development role responsible for generaiting net-new revenue. This position requires regular travel throughout the assigned territory to meet with prospects and customers on-site. Responsibilities: • Establishing, developing and maintaining business relationships with prospective customers and existing customers and in the assigned territory to generate new business for the organization, • Calling on existing and prospective customers by telephone and in-person visits and presentations., • Conducting fact finding site walks and meetings to determine the willingness and qualification of prospective prospects, • Establishing timelines, decision makers and decision making process for each opportunity, • Researching sources to develop prospective customers and determine their potential, • Develops clear and effective written communication for their current and prospective customers, • Expedites the resolution of customer concerns or issues as they arise, • Regularly communicating with management and peers regarding customer needs, concerns, and interests through written reports, emails, etc., • Preparing detailed reports of daily activity through the company's CRM, • Keeping abreast of product applications, technical abilities, market conditions, competitive activities advertising and promotional materials available through internal and external sources., • Bachelor's degree or equivalent experience, • 3 – 5 years of demonstrated successful sales experience, • Consultative Value based Sales, • A strong presenter and independent thinker, driven by results with self-motivation and exceptional problem-solving skills, • Effective Verbal and Written Communication, • Computer Proficient (MS Office, Contact Management Software), • Ability to travel throughout territory as needed Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Physical Ability: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to: • Communicate and converse, maintain a stationary position (standing and sitting), move/traverse, kneel and bend., • Use fingers and hands, handle, feel and reach with hands and arms for extended periods of time., • Occasionally required to climb or balance; stoop; kneel, or crouch, • Specific vision abilities required by this job include close vision, distance vision, depth perception, peripheral vision, and ability to adjust and focus., • Ability to occasionally lift and carry up to 25 lbs The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Moderate noise (i.e. business office with computers, phone, and printers, light traffic)., • Ability to work in a confined area. Envera Systems provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Envera Systems complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. 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. Envera Systems expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Envera Systems employees to perform their job duties may result in discipline up to and including discharge.

Job Description At Veritext, we focus on the details – so legal teams can focus on the case. About the role: Providing our clients with exceptional service is the foundation of our business. The Client Services Supervisor (Southeast) will drive day-to-day operations, proactively manage client requests and issues on cases and litigation matters while inspiring their team members to work together to exceed our clients' expectations. What you'll get to do: • Maintain a culture committed to providing exceptional customer service to support our business objectives and growth, • Manage the day-to-day tasks and workload for members of the Client Services team, • Provide support to team members as needed and hold them accountable to all standards and best practices, following disciplinary procedures when necessary, • Develop team members by providing feedback and guidance; ensure they are engaged and progressing along a path of growth opportunities, • Ensure timecards are completed accurately and on time for the processing of payroll, • Ensure all client requests received via email and/or phone queue are met in a timely, pleasant and professional manner, • Communicate professionally with clients, subcontractors and team members to ensure proper execution of all aspects of upcoming jobs are met, • Resolve issues and escalate as needed to ensure prompt and accurate resolution The kind of teammate we’re looking for: • Hands-on leadership experience, • Customer service oriented with strong interpersonal skills, • Ability to analyze workflow and effectively lead a team to meet clients' needs, • Ability to manage internal and external issues with grace and solve problems creatively, • Must possess excellent written and verbal communication skills, • Prior knowledge of and experience working in the legal and/or customer service industry is preferred What’s in it for you: • Competitive compensation and total rewards package, • Comprehensive medical, dental and vision insurance, • Hybrid or Remote work structure (depending on business needs), • Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 3 personal days, vacation, sick and discretionary time), • Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists/therapists (app based, virtual counseling, daily emails, live and on-demand content, and more), • Matched 401(k) to help you save for your future, • Pet insurance to help your pet(s) live a long and happy life, • Flexible Spending Accounts (healthcare, dependent care, transit & parking), • Company-paid life insurance as well as short-term and long-term disability insurance, • Learning and development opportunities to advance both personally and professionally, • Veritext Summer Camp – a fun-filled culture building and learning experience, • Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more! About Veritext: Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America. Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security ensures that Veritext clients have the best tools available and the confidence of working with the market leader. Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas – an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment. About this posting: Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job-related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range.

Security Officers work approximately 40 hours per week, for a total of 2,080 hours per year. Advising, directing, and providing information to students, employees, and the public. Preparing and maintaining necessary campus security records and reports.

Quality Data Analyst- No Remote Work. REMOTE WORK IS NOT AVAILABLE FOR THIS POSITION***. Ensure data integrity and security in audit and quality processes.

Altamonte Springs (Near Orlando), Florida.Our client is a full‑service General Contractor operating continuously since 1989 and licensed across five states, with the majority of work concentrated in Florida.The firm delivers projects in the retail, commercial, institutional, and industrial sectors

Support security engineering activities, including basis of estimate development, requirements development, design, test, configuration management and maintenance of information systems and data. Assist program security in the development of policies and procedures for emerging security technologies

Metro One Security - 614 Major Boulevard - Responsibilities: Deliver exceptional customer service to clients and visitors.

Draft Program Protection Implementation Plans (PPIPs), Cybersecurity Strategies, Security Classification Guides (SCGs), and AT Plans Interact with customer to define AT requirements, solutions, trades, costs, implementation, system impacts, and effectiveness Experience in DoD software selection and

Allied Universal - - Responsibilities: Provide customer service to riders, employees, and visitors by following Allied Universal security-related procedures, location-specific policies, and when appropriate, emergency response activities at public transportation facilities. Complete security-relate

Walmart Stores - 9600 Parksouth Court - Responsibilities: Ensures regulatory and corporate policy compliance (PCI, PII, OSHA, Fire Code, Life Safety) by addressing issues and correcting violations; Supports development and implementation of protocols, programs, and training; ensures compliance with

Conduct regular and random patrols throughout the facility, common areas, entrances, exits, and perimeter to help to deter unauthorized activity and identify maintenance, behavioral, and/or security-related issues. Respond to incidents, disturbances, and critical situations in a calm, problem-solvin

Allied Universal - - Responsibilities: Provide customer service to staff, residents, and visitors; Conduct regular and random patrols of interior areas, exterior grounds, parking areas, and perimeter; Respond to incidents and de-escalate situations; Monitor entrances and verify authorization for en

Security Guard / Patrol] - Generous Pay & Benefits / Part-time & Full-time Positions / Offering G & D classes to get your security license - As an Armed Security Officer you'll: Patrol assigned areas on foot or in a vehicle to deter and detect security threats; Monitor security cameras and alarm sys

Allied Universal - - Responsibilities: Provide customer service to visitors, travelers, and staff by carrying out security-related procedures, site-specific policies, and/or emergency response activities at a government transportation location. Monitor access points and restricted areas, verify cre

Prepare incident reports and other reports and communicate all related information to hotel management.

Allied Universal - JobID: 1540284 [Security Officer] As a Security Guard at Allied Universal, you'll: Be responsible for the Security and Safety of the client's property and personnel; Know all site-specific policies and procedures, and implement emergency response activities as appropriate; Handle

Marriott Hotels - - Responsibilities: Patrol property and assist guests with room access; Monitor security cameras and alarms; Respond to accidents and incidents and contact EMS or authorities as needed; Complete incident reports and loss prevention documentation; Escort unwelcome persons from the

Allied Universal - - Responsibilities: Provide customer service to clients by carrying out security-related procedures, site-specific policies, and/or emergency response activities when appropriate.

Allied Universal - JobID: 1539197 [Security Officer] As a Security Guard at Allied Universal, you'll: Be responsible for the Security and Safety of the client's property and personnel; Know all site-specific policies and procedures, and implement emergency response activities as appropriate; Handle

Security Guard / Patrol] - Generous Pay & Benefits / Part-time & Full-time Positions / Offering G & D classes to get your security license - As an Unarmed Security Officer you'll: Patrol assigned areas on foot or in a vehicle to deter and detect security threats; Monitor security cameras and alarm s

Admiral Security Services - 16471 [Safety Officer / Security Guard] As a Security Officer at Admiral Security Services, you'll: Patrol assigned area; Monitor surveillance equipment; Inspect buildings, equipment, and access points; Respond to alarms and emergencies; Maintain accurate records; Enforce

Signal - - Responsibilities: Conduct and deliver dedicated security services as per site instructions and post orders; Write detailed and accurate incident reports using company technology; Arrive on time for shifts, clock in/out, and follow time commitments; Interact with internal and external cus

GardaWorld - 152348BR [Safety Officer / Law Enforcement] As a Security Officer at GardaWorld, you'll: Observe, survey the area and provide reporting on activity at your assigned location; Provide rapid response in critical situations; Know when and how to enforce customer procedures, regulations and

Allied Universal - - Responsibilities: Provide customer service to clients by carrying out security-related procedures; Respond to incidents and critical situations in a calm, problem-solving manner; Conduct regular and random patrols around the business and perimeter, with working environments and

Allied Universal - - Responsibilities: Provide customer service to employees, visitors, and drivers; Conduct regular and random patrols throughout warehouses and surrounding areas; Monitor entry and exit activity for personnel and deliveries; Respond to incidents and document relevant details; Comp

CSI International - 10501 South Orange Avenue - Responsibilities: Provide a welcoming environment and provide needed services for guests; Patrol guest areas for suspicious activities and unauthorized people; Investigate incidents and create reports by recording observations, occurrences, and surveil

Allied Universal - - Responsibilities: Provide customer service to employees, contractors, and visitors by following site-specific security-related procedures and access requirements at an aerospace and defense location; Conduct regular and random foot and/or vehicle patrols of buildings, work area

Lifespace Communities - - Responsibilities: Make scheduled rounds inside and outside of the building to maintain a secure environment; Schedule and ensure that all fire and disaster drills are conducted for each shift and accurate detailed logs are kept; Maintain security records, including safety

Security Guards of America - - Responsibilities: Securing premises and personnel by patrolling property; monitoring surveillance equipment; inspecting buildings, equipment, and access points; permitting entry; Completes reports by recording observations, information, occurrences, and surveillance a

Support daily operations by preparing incident reports, noting maintenance and/or security-related concerns, and providing clear information and assistance to the public and site personnel. Allied Universal - - Responsibilities: Provide customer service to visitors, employees, and/or authorized per

Security Officer / Patrol] - Earn $20/hr (Unarmed) or $30/hr (Armed) / Flexible Scheduling / Rapid-Response Assignments / Nationwide Full-Time & Part-Time Openings - As a Security Guard Armed/Unarmed at Fast Guard Service, you will: Monitor and patrol designated areas to ensure the safety and securi

Moritz Security Services - - Responsibilities: Monitor and report activity at assigned locations; Conduct foot patrols, vehicular patrols, golf cart patrols, and/or bicycle patrols; Write detailed incident reports; Enforce post orders, site rules, regulations, policies, procedures; Respond to emerg

CSI International - - Responsibilities: Patrol, observe, and report for all areas of the assigned facility; Check fire and safety hazards and report abnormalities; Patrol church grounds; Escort parish employees as needed; Investigate incidents and create reports by recording observations, occurrenc

Monitor access control points and security-related systems as assigned, report irregular activity, and help to deter unauthorized entry and/or tailgating. Allied Universal - - Responsibilities: Provide customer service at the front desk by following Allied Universal security-related procedures, sit

Hilton Hotels - JobID: HOT0CCRI [Safety Officer / Law Enforcement] As a Security Officer at Hilton, you'll: Ensure the safety of guests and team members and the security of the hotel and property; Patrol the interior of and the perimeter of the hotel and the property to observe and identify potentia

Crescent Boulevard Suite 103 - [Security Officer] - Competitive Pay / Flexible Scheduling (Full Time & Part Time) / Professional Training / 24/7 Operational Support - As an Armed Security Guard at XPressGuards, you will: Protect the premises and individuals by patrolling the area and monitoring surv

Admiral Security Services - 16514 [Security Officer] As a Security Guard at Admiral Security Services, you'll: Patrol assigned areas; Monitor surveillance equipment; Control access points; Respond to alarms and emergencies; Write detailed incident reports; Provide excellent customer service.