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L ocation : Onsite at the location listed in the job posting. Hours: Monday - Friday 8:30AM - 5:15PM SUMMARY: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. Weekly Scheduled Hours: Monday - Friday 8:30AM - 5:15PM ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). • Deliver excellent client experiences consistently and promptly resolve client issues effectively. • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. • Assist banking center management with "on the job training" of new associates. • Assist with dual control vault responsibilities and audit controls. • Stay informed of all operational updates and changes to ensure compliance with all current guidelines. • Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. • High school diploma or general education degree (GED) • 5+ years of experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Job Description What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to reinvent the rental housing ecosystem for the benefit of all. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it. How it's going (and growing) With a talented team of 750+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in the Bay Area and New York City. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. About the Role The Maintenance Technician - HVAC is responsible for performing HVAC work orders within the Atlanta Market and surrounding areas. This role ensures that all HVAC systems across our managed rental properties are maintained in excellent condition and remain compliant with state regulations. You'll handle day-to-day HVAC repairs and preventive maintenance, and serve as the primary HVAC resource for our In-House Maintenance team. You'll support technicians on complex issues, help standardize scopes of work, and ensure HVAC systems across our single-family and multifamily rentals are safe, reliable, and compliant with state and local regulations. The ideal candidate is a licensed, hands-on expert who is comfortable working independently in the field, collaborating with a broader maintenance team, and using technology to document and manage their work. Responsibilities • Perform HVAC-related work orders (repairs, replacements, diagnostics, and troubleshooting) in the assigned market and surrounding areas., • Perform routine and preventive maintenance on HVAC systems, including furnaces, air conditioners, heat pumps, and related components in apartments, condos, and single-family homes., • Serve as the go-to HVAC subject matter expert for in-house technicians, providing technical guidance, on-site support, and coaching on more complex systems and repairs., • Work with leadership to identify recurring HVAC work that can be brought in-house and help standardize scope, pricing assumptions, and best practices., • Complete thorough HVAC inspections during move-outs, make-readies, property onboarding, and as requested by owners or leadership., • Perform quality assurance inspections of HVAC work completed by outside vendors to ensure compliance with company standards, local codes, and manufacturer specifications., • Safely operate hand tools, power tools, diagnostic equipment, and refrigerant-related tools specific to the HVAC trade., • Work in a safe and compliant manner, adhering to safety standards, EPA regulations, and local mechanical codes while identifying hazards and taking appropriate corrective action., • Represent the company professionally in the field, clearly explaining findings, recommended repairs, and preventive guidance with a customer-first mindset., • Accurately document work performed, system conditions, and recommendations using company systems and tools., • Will be responsible for inventory management of supplies HVAC tools-Service Wrench with 3/16" and 5/16" Hex Valve Key Adapter,Refrigerant Manifold for R410A, R22, and R404A with 60" RYB Hoses, Mini Tubing Cutter for 1/4" to 7/8" O.D., FinFix Ergonomic Air Conditioner Fin Combs, Deburring Tool, Gasket Removal Tool with CH20 Gaskets, HVAC Electrical Clamp Meter, Digital Pocket Thermometer, Compact Folding Hex Key Set SAE 9 Sizes, Magnetic Nut Drivers Set 6-Inch Shafts 1/4" & 5/16", 11-in-1 Ratcheting Impact Rated Screwdriver / Nut Driver, Quick Adjust Klaw Pump Pliers 10-Inch, Wire Stripper and Cutter, Adjustable Wrenches 6", 8", and 10",Needle Nose Pliers Side-Cutters 6-Inch, 3/4" PVC Cutter,Screwdriver Phillips & Slotted Bits,etc.. Physical Demands & Work Environment • Physical Activity: Frequent standing, walking, bending, kneeling, stooping, crouching, crawling, and climbing throughout the workday., • Lifting: Regularly lift and/or move items 50 lbs or more., • Environment: Work indoors and outdoors with regular exposure to moving mechanical parts, water, confined spaces, and occasional loud noise., • State HVAC License in the State of North Carolina (Preferred), • Universal HVAC Certification-EPA Section 608 Universal Certification, • High School diploma or GED equivalency required., • Valid driver's license, • 5+ years of HVAC experience required., • Excellent communication skills, including the ability to explain complex plumbing solutions to non-technical stakeholders., • Tech-savvy with the ability to use mobile applications for work order management, scheduling, and communication., • Positive, solutions-oriented attitude with a commitment to high-quality work and team collaboration. Frequent travel within market and regular driving between properties is required. Location Atlanta, GA (and surrounding markets) Compensation & Benefits Pay Range: $25.00-$37.00 per hour. Compensation may be adjusted based on experience, skills, and interview performance. Pay Transparency Our compensation reflects several US geographic markets. The base pay for this position represents the expected salary for this position. Ultimately, in determining your pay it will be based on several factors including location, job-related knowledge, skills, experience and other job related factors. Roofstock is a total compensation company; the base salary is only part of our total compensation package. Competitive & Unique Benefits Package • Generous PTO Policy, • 12 Paid Holidays, • Volunteer Time Off, • Paid Parental Leave, • 401k Program, • Robust health, dental, vision insurance, and more Any offer of employment is conditioned upon the successful completion of a background investigation. Equal Employment Opportunity Policy The company provides equal opportunity in all of our employment practices to all qualified employees and applicants without regard to race, color, religion, sex, gender, gender expression, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, marital status, sexual orientation, military or veteran status, genetic information or any other category protected by federal, state and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training and social, and recreational programs. All such employment decisions will be made without unlawfully discriminating on any prohibited basis.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower's conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer's needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower's phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 04-20-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with ___ and sign up for Empower's free newsletter. Workplace Flexibility: Remote - Nationwide

Job Description Position Title: Advisor Development Consultant (ADC) Reports to: Principal Partner Department: Sales Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305 Classification: Full-time; Exempt Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity and/or life insurance knowledge, and extraordinary customer service to independent agents, financial advisors in wealth management/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Make proactive outbound sales calls to: o Recruit financial advisors o Train financial advisors on product solutions and marketing programs o Grow the financial advisor’s practice · Respond to inbound calls regarding product solutions, marketing programs and practice betterment services · Meet call activity expectations and monthly sales goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least three years of successful internal sales consultant results · Proficient in Microsoft Outlook, Word and Excel with accurate typing skills · Some travel may be required · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Effective prospecting and customer relationship skills · Ability to ask probing questions to qualify and close business · Persistent and flexible to overcome call reluctance · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people-oriented and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $40,000, • Variable Compensation eligible, • Bonus opportunities, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305; *this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

This Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We exist to make better buildings faster. We are part of a larger framework - Design Manufacture Construct (DMC) - that guide building design so that construction can leverage manufacturing productivity. We’re made up of smart architects, engineers, manufacturers, programmers, and other generalists that are united by the notion that to make great things intelligently is a worthy pursuit. We are seeking a talented and energetic Architects to join our design group. Job description: As a Program Architect, you will work with project teams in a dynamic, rapid-growth work environment with bright and talented engineers, architects, designers, builders, crafters, and manufacturers to improve and deploy a prototype building program and to build an alternative to the traditional construction industry. From desk to factory floor to job sites and client meetings, you will be challenged to develop your skills in a new field, taking a critical role in project delivery via the DMC methodology Why join us? We offer the full spectrum of comprehensive benefits including: health, dental, and vision insurance. We also offer flexible spending accounts, paid time off, short term disability, long term disability, life insurance and a 401k plan. Job Details JOB DESCRIPTION SUMMARY Provides leadership as a primary project interface for DMC projects from project assignment through completion. The position is responsible for customer satisfaction, project management, and coordination of multiple moving parts for the installation of products and services within customer’s project teams in multiple states. This person is the face of to clients and contractors, serving a challenging and critical function within the Company, with significant opportunity for growth. This job requires travel to project locations. JOB RESPONSIBILITIES 1. Management of an entire project or series of projects, including safety, quality, budget, and schedule., 2. Management of project launch and planning in collaboration with teams across the organization., 3. Management of multiple projects with different team structures, including self-perform, trade partners, and general contractor partners. Management of client relations, correspondence, periodic reports, change orders and response to client & customer inquiries. Development of assistant project management personnel through mentoring and on-the-job training. 6. Ensure project is closed out promptly and efficiently. 7. Daily communication and coordination with Design, Manufacturing, and Construction teams., 8. Coordination with internal departments including shipping, logistics, and self-perform., 9. Project financials and change management, 10. Responsible for communication and coordination with client project management., 11. Collaborate with jobsite team for planning site logistics for permanent jobsite installations and module delivery and setting., 12. Collaborate with jobsite team for efficient management of site facilities and general conditions cost., 13. Responsible for documenting and communicating lessons learned into continuous improvement processes., 14. Manage relationships with customers, internal team, subcontractors, and local authorities. SPECIFIC KNOWLEDGE AND SKILLS 1. Proficient with Microsoft Office and Teams. Ability to learn new technologies quickly., 2. Ability to generate, maintain, and iterate project schedules., 3. Team oriented with strong communication skills, verbal and written., 4. Ability to read and interpret manufacturing and construction documents and properly communicate missing information or discrepancies., 5. General knowledge of construction means and methods across all trades., 6. Ability to identify and implement process improvements for current and future projects. EDUCATION 1. Bachelor’s degree in architecture, engineering, construction management or equivalent in construction management Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. 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Job Description JOIN OUR MISSION This is not simply a research role-it is a position that directly supports the policymakers shaping the future of the South. The Senior Policy Analyst advances CSG South's mission by delivering timely, credible, and nonpartisan policy research that informs state leaders and strengthens collaboration across our 15 Southern states. Working closely with the Director of Policy, Programs, and Strategic Partnerships and colleagues across the organization, the Senior Policy Analyst helps ensure policymakers have access to high-quality analysis, relevant data, and practical insights. If you are motivated by rigorous research, meaningful engagement with public officials, and contributing to solutions that strengthen state government, we invite you to join our team. Policy Expertise Areas: Energy, Environment, Agriculture, and Rural Development WHO WE ARE The Southern Office of The Council of State Governments (CSG South) empowers and elevates public servants across the 15 Southern states. Through policy innovation, leadership development, and regional collaboration, we equip leaders to serve their constituents with excellence. We live out our core values in all that we do: • Servant's Heart – We lead by serving others., • Ambitious – We set bold goals and pursue them relentlessly., • Adaptable – We respond to challenges with innovation and agility., • Accountable – We honor commitments and own our outcomes. CSG South seeks a highly organized and collaborative Senior Policy Analyst to support the organization's policy research, analysis, and member engagement work. This position plays a key role in ensuring policy deliverables are well organized, completed on time, and aligned with CSG South's standards for quality, credibility, and nonpartisanship. The Senior Policy Analyst manages multiple research projects, publications, and program responsibilities simultaneously-maintaining clear timelines, coordinating internal efforts, and ensuring policy products and member services are delivered with consistency and excellence. The Senior Policy Analyst also builds and maintains strong relationships with state policymakers, legislative staff, and external partners, serving as a trusted resource for policy information while contributing to collaborative work across the organization. Through strong organization, thoughtful analysis, and disciplined execution, this role helps ensure CSG South consistently delivers meaningful policy insights and high-quality experiences for its member states. ROLE RESPONSIBILITIES Policy Research & Analysis • Leads two standing committee(s) – and task forces or interim committees, as needed., • Committees: Energy and Environment; Agriculture and Rural Development, • Produce written policy deliverables, including issue briefs, research reports, and other analyses supporting committee work and organizational initiatives., • Tracks and monitors relevant policy and state-level news for four states within the CSG South region, as assigned, and works with colleagues to track regional and national news and trends., • Monitor regional and national policy developments in collaboration with colleagues across the policy team., • Respond to policy and research inquiries from members of the legislative, executive, and judicial branches., • Prepare, interpret, and analyze surveys and other research instruments used to collect policy information., • Build and maintain relationships with state policymakers, legislative staff, and other key stakeholders., • Travel to member state capitols with the CSG South team as assigned and participate fully in state visit planning and execution to strengthen relationships, support policy engagement, and promote CSG South programs and services., • Maintain a network of government and external policy contacts to support research and member services., • Present research findings and policy analysis to legislative committees, professional groups, or other external audiences at least once annually., • Serve as an alternate presenter or representative when other policy staff may be unavailable., • Support planning and execution of Policy Masterclasses (delegation workshops), and other policy-focused convenings for state officials., • Identify opportunities for virtual or digital policy programming to expand engagement with members, specifically the policy webinar series., • Coordinate policy sessions for the Southern Legislative Conference Annual Meeting, including identifying topics, recruiting speakers, and organizing program content., • Prepare for policy committee meetings in-person and virtually, including written summaries of committee sessions, brief committee leadership on relevant issues and agenda, and roundtable facilitation., • Produce policy publications and online content in collaboration with the Director of Policy, Programs, and Strategic Partnerships and the Deputy Director of Policy and Programs - in support of assigned standing committees and related initiatives., • Senior Policy Analysts are responsible for a minimum of seven (7) policy publications., • Contribute to the organization's policy publication goals and meet individual deadlines and deliverables, including print and digital outputs., • Collaborate with communications and design staff to ensure edits from the editing process are properly executed and translate policy insights into visual materials such as maps, infographics, and data visualizations., • Monitor policy data and emerging trends that can inform new research products and member resources., • Contribute to the organization's database management and operational tracking systems., • Contribute to emerging policy initiatives, special projects, and new organizational programs., • 5-7 years of relevant professional experience in public policy, government programs, nonprofit administration, or a related mission-driven environment., • Demonstrated experience managing complex projects, timelines, and deliverables in fast-paced settings., • Strong editing, writing, and quality-control skills for policy and programmatic materials., • Exceptional organizational skills, attention to detail, and follow-through., • Ability to work collaboratively across teams while exercising sound judgment in policy research, analysis, and member engagement., • Familiarity with state government structures, legislative processes, and policy environments., • Experience supporting conferences, convenings, or multi-state programs., • Comfort using project management tools, shared workspaces, and tracking systems., • Proficiency in Microsoft Office Suite and policy research and project management tools (e.g., legislative databases, CRMs, Monday.com)., • Exceptional communication and facilitation skills, with the ability to present complex policy issues in nonpartisan and actionable ways., • Genuine interest in and commitment to advancing the organization's mission, values, and goals., • Strong interpersonal skills, including self-awareness, sensitivity, and valuing others., • Dedication to public service with an unfailing commitment to act with civility, be nonpartisan in performing CSG duties, and be a responsible steward of member and donor funds., • Bachelor's degree in public policy, public administration, political science, or a related field., • A hybrid work schedule: Based in Decatur, GA, with the option to regularly work from home on Tuesday and Thursday unless traveling, discontinued, or temporarily suspended for business reasons., • Generous personal paid and sick leave policies plus 12 paid holidays., • Office closure the week between Christmas and New Year's Day, a paid day off in the month of your birthday, and other periodic telework or paid days off. These benefits are at the discretion of the Regional Director. COMPENSATION The salary range for this position, based in Decatur, GA, is $75,000 to $85,000. This salary range is subject to change based on work location and market conditions. APPLICATION INSTRUCTIONS Interested applicants must complete the online application and include resume and cover letter. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities. Job Posted by ApplicantPro

Job Description Senior Client Service Associate We are seeking a detail-oriented, execution-driven Senior Client Service Associate with prior experience in an RIA. This role is ideal for someone early in their financial services career who has foundational industry exposure and is ready to deepen their operational expertise. This position, located in Atlanta, is critical to delivering a seamless client experience and maintaining operational excellence. The right candidate thrives on accuracy, strong follow-through, and continuous learning. Key Responsibilities: • Open and maintain client accounts across custodial platforms, • Process money movement requests and service transactions accurately and efficiently, • Execute client service workflows from start to finish (onboarding clients, address updates, client birthdays, etc), • Manage insurance operations, including application processing, policy servicing, and follow-through to ensure accuracy and timely completion, • Maintain CRM data integrity and documentation standards, • Prepare meeting materials and manage post-meeting follow-up tasks, • Draft and send professional client communications, • Navigate custodial systems and firm technology platforms Experience • 3+ year of experience in an RIA or broker-dealer environment (required), • Experience handling account opening, money movement, or client service requests, • Bachelor’s degree preferred, • SIE encouraged upon hire, • Basic understanding of investment products and retirement planning concepts, • Exceptional attention to detail, • Strong organizational skills, • Coachable and proactive learner, • Professional written communication, • Strong follow-through and accountability, • Process-driven and systems-oriented

Job Description We’re Hiring! Commercial Relationship Manager – Raleigh/Durham - NC Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at . Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Raleigh and Durham, North Carolina areas; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a thriving consulting practice? B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies. Do You Want to become a CFO Consultant? Many experienced CFOs deeply desire to leave the W-2 world to become a self-employed CFO Consultant. One of their main concerns about leaving the W-2 world is the important topic, “how to find great-paying clients.” We have invented that wheel for CFOs to find clients. We’ve been doing this since 1987. The CFOs that have taken our training have collected hundreds of millions of dollars! We have a 480-page training manual with the best talent in the USA to train CFO Candidates. Please see the ten reasons we excel at training CFO Consultants at . Ideal Candidate Profile: • A passion to serve owners of privately held companies (our target market)., • Desires to receive specialized training prior to beginning to find clients., • Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell., • A desire to learn proven processes to find great paying clients., • Wants to learn how to serve multiple clients simultaneously., • Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA. A FINRA Series 7 and/or 79. Please Note: This is NOT a W-2 CFO position; we are seeking candidates to join our firm as Partners, working from anywhere in the USA within your local market. This is NOT a franchise opportunity. You can copy and paste your LinkedIn URL or submit a resume at . ; By confidentially submitting your resume, you grant B2B CFO & B2B EXIT permission to contact you via email, LinkedIn and/or phone. We are an equal opportunity company that values diversity. We do not discriminate on the basis of age, race, religion, color, national origin, gender, sexual orientation, marital status, veteran status or disability status.

Job Description The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of Our Most Successful Associates: • Passion to help people, • Integrity, • Attitude for success, • Enthusiasm, • Self-discipline, • Resilience, • Goal-Oriented, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player, open to continued education and training from other team membersQualifications:, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plusAbout Company New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that. New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description We’re Hiring! Senior Commercial Relationship Manager – Atlanta, Georgia Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at . Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Atlanta, Georgia area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA #ZR • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description We’re Hiring! Senior Commercial Relationship Manager – Nashville, TN Step into the dynamic world of Citizens Trust Bank, where a century-long legacy meets today’s financial trends. We're all about customized financial services and innovative solutions to meet our awesome customers' ever-changing needs. With values like Integrity, Accountability, Respect, Innovation, Service Excellence Collaboration, and Leadership, we're on a mission to pave the way for financial success across generations. Joining the CTB team of professionals means engaging in a world of personal growth and professional triumphs. If you meet the qualifications and are eager to be part of our excellence-driven team, visit us at to apply. Have questions or need to chat? Call us at 404-575-8262. We can't wait to welcome like-minded individuals who are all about chasing excellence and uplifting our community. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Nashville, Tennessee area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description We’re Hiring! HOUSTON METROPOLITAN– SENIOR COMMERCIAL RELATIONSHIP MANAGER Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at . Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Houston area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Duties and Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications, Skills, and Abilities: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations. • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more #ZR

Job Description What You’ll Do As a Financial Professional / Team Leader, you will: • Build your own practice while leveraging our infrastructure, mentorship, and reputation., • Build and cultivate client relationships through prospecting, consistent communication, and trust-building., • Lead with purpose by guiding clients through personalized financial strategies that help them achieve their goals., • Guide individuals and business owners in planning for retirement, investments, insurance, and more., • Deliver customized solutions based on client goals, income, and life stage., • Work independently while collaborating with a network of professionals. Key Responsibilities • Build and maintain relationships through outreach, networking, and community engagement, • Support the development of personalized financial strategies based on individual client situations, • Learn to present appropriate planning solutions including protection and investments to help clients meet long-, • term goals., • Work closely with your team and learn from experienced advisors through collaboration, • Stay up to date on financial concepts, industry tools, and planning best practices What We’re Looking For • 1+ years of experience in financial services or sales (preferred)., • A strong understanding of financial planning, investment principles, and client service., • Excellent communication, relationship-building, and analytical skills., • Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms. Preferred Licenses (or willingness to obtain): • Life & Health Insurance License, • Series 7, • Series 66 Compensation & Benefits • Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive, • compensation creating unlimited earnings potential. Additional subsidies are available during your first 4 contract, • years while you build your clientele, recurring fees and renewal income., • Up to $5000 of activity-based bonuses are also available during your first 60 days of Pre-contract activity., • 401(k) + Matching, • Dental, Vision & Health Insurance, • Paid Training & Professional Development, • Referral Program, • Life Insurance, • Retirement Plan Why Peachtree? • Proven success through mentorship and coaching, • Ability to create a flexible schedule, • Part of a National Network for support and development, • A mission that aligns with helping others reach financial freedom Compensation Package: • Commission pay Ability to Commute/Location: • Atlanta, GA 30342 (On-site Position) Peachtree Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA / SIPC . OSJ: 5600 Glenridge Drive, Atlanta, GA 30342. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. 8270049.1 (Exp. 8/27) Compensation $60,000 - $100,000 yearly About Peachtree Planning Our History A Firm With Deep Roots: Nearly 40 years ago, Purple Heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business – and thus, Peachtree Planning was born. Over the last 4 decades, Bob’s vision and the firm’s success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients. To learn more about the firm, please visit .

Job Description Prosper Health is on a mission to make life happier and healthier for autistic and neurodivergent adults. Autistic adults have been systematically overlooked by the healthcare system—despite autism diagnoses increasing more than 5x in the past 25 years. This has led to extremely poor outcomes: autistic adults are 11x more likely than the average person to experience suicidal ideation and face a life expectancy 30 years shorter than average. Prosper offers virtual mental health services—covered by insurance and built specifically for autistic adults. We help thousands of people get diagnosed for the first time in their lives, pair them with neurodivergent-affirming therapists, and foster belonging through community. In just 2 years, we have grown to double digit millions of run-rate revenue, thousands of active clients, and 200+ clinicians. We have a lean, ambitious team, and recently raised a Series A to help us transform mental health for autistic and neurodivergent adults. The Opportunity We're hiring Licensed Mental Health Therapists (LCSW, LPC, LMHC) to provide therapy for autistic and neurodivergent adults via telehealth. You'll join a team dedicated to creating affirming, accessible mental health services for the neurodivergent community. Our clinicians come from diverse backgrounds and career stages - whether you're passionate about neurodiversity advocacy, seeking flexibility and better work-life balance, or looking to add specialized experience to your existing practice, we offer roles to match your professional goals. Why Therapists Choose Prosper: • Focus on what matters most: Provide exceptional client care while we manage administrative tasks, insurance billing, and client acquisition, • Enjoy scheduling flexibility: Design your work schedule to accommodate personal needs and maintain optimal work-life balance, • Scale your practice quickly: Build your caseload with steady client referrals during your first few weeks, with most clinicians reaching their ideal caseload within 4-6 weeks, • No-show and late cancellation reimbursement: Receive 50% reimbursement for late cancellations and no-shows, • Grow professionally: Access regular peer consultation, specialized training, and monthly case conferences, • Neurodiversity-affirming environment: Work alongside clinicians who share your commitment to neurodiversity-affirming approaches, • Connect with a supportive clinical community: Join weekly drop-ins and engage in a tight-knit clinical community that prevent isolationWe offer two distinct position types to accommodate different career needs and scheduling preferencesScheduling Availability, • Set your own schedule, 7 days a week, between 7am and 10pm, • No required evening, weekend or on-call hours, • Build your schedule around your life, not the other way aroundFull time (Benefits-Eligible), • Hours: Provide 25+ hours of weekly availability to build a caseload of 25+ clients, • Ideal for: Those who seek steady, predictable income that grows with your client base, • Compensation: Competitive hourly rate paid per session, • Benefits: Comprehensive benefits package including Medical/Dental/Vision coverage, 401(k) retirement plan and PTO.Part-Time Position, • Hours: Provide 15+ hours of weekly availability to build a caseload of 15+ clients, • Ideal For: Practitioners with existing commitments who want to diversify their practice or add specialized neurodiversity experience to your clinical portfolio, • Compensation: Competitive hourly rate paid per sessionWho We're Looking For:Qualifications:, • Licensed independent mental health professional (LCSW, LPC, LMHC), • Strong clinical skills in evidence-based modalities such as CBT, DBT or ACT, • Interest in working with autistic or neurodivergent adults, • Comfort with technology and virtual care platforms (Zoom, EHR, Slack), • Excellent communication skills and commitment to client-centered care, • Telehealth experience preferred but not requiredYou'll Thrive Here If:, • You identify with our mission to support the neurodivergent community, • You're seeking better work-life balance without sacrificing meaningful clinical work, • You're transitioning from a demanding in-person setting and want more flexibility, • You want to maintain multiple practice settings and add specialized experience Prosper Health is an equal opportunity employer committed to building a diverse and inclusive team. We encourage applications from people of all backgrounds, including those who identify as neurodivergent, LGBTQ+, or BIPOC. Competitive W2 rate paid per session. 50% reimbursement for late cancellations/no shows. Paid every 2 weeks for the sessions you provide, no waiting for payment or reimbursement. Benefit Eligible roles available that include Medical/Dental/Vision/401k/PTO W2 Per Session Rate$55—$60 USDMore about Prosper Health Our team: We are a team of thoughtful, caring, action-oriented problem-solvers—paired with true experts in the field, including clinicians and autistic self-advocates. Our operations team is based in New York and spread across the U.S., with talent from Bain, McKinsey, BCG, FirstHand Health, SeatGeek, Benchling, and schools like Harvard, MIT, Yale, Penn, Northwestern, Dartmouth, Vanderbilt, and more. Our culture: • Clients first - Our job is to solve real problems for our clients. Choose what makes life better for the client, even if it's harder for us. Never lose sight of the person on the other side., • Find a Way - We use ingenuity, scrappiness, and determination to bend the world to accomplish our goals. We're resourceful and do more with less., • Raise the Bar - We grow deliberately, by asking how things can improve and by giving and seeking feedback. We insist on the highest standards and keep pushing them higher., • Be a Good Person - Be kind, be honest, and make it fun to work here. Tell the truth even when it's uncomfortable. Treat people with respect and go out of your way to do nice things for your teammates.

Job Description We’re Hiring! Commercial Relationship Manager – Houston, Texas Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at . Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Houston, Texas area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA #ZR • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description Position Title: Business Development Consultant Reports to: Senior Vice President Department: Simplicity Wealth Location: 3600 American Blvd. Suite 700 Bloomington, MN 55431 (in office) Classification: Full-time / Exempt Summary / Job Objective: The Business Development Consultant is responsible for providing wealth management support to the Simplicity Partner Offices. This position focuses on delivering education, support, presentations, investment expertise, and consultative services, to drive the growth of new business for Simplicity Wealth. BDCs are responsible for expanding the advisor base by establishing a good rapport with Simplicity Consultants, existing Simplicity Advisors, and prospective Simplicity Clients utilizing professional phone and virtual presentation skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Collaborate with Simplicity Partner Offices to identify and engage prospective wealth advisors · Educate financial advisors on Simplicity Wealth solutions and product offerings · Become platform expert on product offerings, services, and resources available · Conduct outbound calls and virtual presentations to new financial advisor affiliations · Actively recruit financial advisors to join Simplicity Wealth · Self-develop with industry and product knowledge to remain current with trends and products · Recruit financial advisors to participate in Simplicity Wealth events · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission, and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least five years of successful sales experience · At least three years of investment or insurance experience · Some travel may be required · College Degree Preferred or Equivalent Work Experience · Series 6, 63, 65, 66, or 7 preferred but not required · Advanced Designation preferred but not required Core Competencies: · Creative mindset for developing innovative solutions · Ability to discover, qualify, and close business · Strong discipline to overcome prospect reluctance · A learner’s mentality with a growth mindset · Highly effective organization and ability to set priorities · Outgoing, people oriented, and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) · Annual base salary: $80-90K · This is a full-time/exempt position · Annual performance bonus target: 15% · Team performance bonus: On discretion Benefits · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off Location: 900 Circle 75 Parkway, Atlanta, GA 30339 OR 3600 American Blvd. Suite 700 Bloomington, MN 55431 / this role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Life at Plume At Plume, we believe that technology isn't about moving faster, it's about making life's moments better. Which is why we've built the world's first, and only, open and hardware-independent service delivery platform for smart homes, small businesses, enterprises, and beyond. Our SaaS platform uses WiFi, advanced AI, and machine learning to create the future of connected spaces—and human experiences—at massive scale. We now deliver services to over 60 million locations globally and have managed over 3 billion devices on our platform. We're expanding rapidly, pioneering a new category, and we achieved our Series F funding in just four years. Our customers include many of the world's largest Internet Service Providers (ISPs) who look to Plume to help them evolve their smart home offerings while gleaning insights from their own data. With a bias for action and a love for being trailblazers, the team at Plume embodies a combination of relentless curiosity and imaginative innovation. We challenge ourselves to think in ways that other companies don't, work to do what should be done (rather than what can), and if we can't do it exceptionally well, we don't do it. It's how we've assembled a team of world-class builders, thinkers, and doers. And it's how we're reinventing what's possible every day. We're looking for a talented and innovative Senior Technical Program Manager, who is a leader by nature, and passionate about building the most innovative products for the leading SaaS platform for CSPs. Plume Design Inc. is the world's first SaaS experience platform for Communications Service Providers (CSP). Plume is a leader in next-gen smart home tech. Our 360°ree; platform helps Providers deploy best-in-class WiFi experiences with breakthrough efficiency. As the only open and hardware-independent solution, Plume enables the rapid delivery of new services for connected homes, multi-family houses, small business, and beyond at massive scale. For residential subscribers, Plume delivers self-optimizing WiFi, cyber-security, access controls, and more. For small businesses, our purpose-built suite of smart services turns small business networks into fully connected, business intelligence platforms. And for Service Providers, they get robust back-end applications for unprecedented visibility and support. We are looking for a passionate individual to take OpenSync® to new heights! In this role, you will be responsible for working with our engineering teams and OpenSync partners to design, build and maintain the OpenSync framework. We are looking for an action-oriented individual who is eager to make waves in the industry and chooses "Should" over "Can". What You'll Do: • Engage with OpenSync partners to understand their needs and incorporate them into a product roadmap and go-to-market strategy, • Own the OpenSync product roadmap. Identify features that add value to partners, prioritize features, draft user stories and work with engineering teams to drive new releases, • Build relationships with OpenSync partners. Drive adoption of OpenSync release, build enthusiasm for the roadmap and constantly listen to the market., • Design, develop and manage activities for products from product definition and planning through production and release., • Build the technical product roadmap., • Be the centralized resource that defines, designs, and tests the product(s) as they move from production to distribution., • Work alongside cross-functional teams to understand customer requirements and translate them into technical product requirements., • Assess timelines, review technical specifications, and participate in security, scalability and infrastructure activities., • Ensure that the product is thoroughly tested and meets quality standards., • Monitor product's performance post-launch, including gathering feedback and proposing necessary adjustments., • Bachelor's degree in Computer Science, Engineering, Business or other related field., • 7+ years of experience in the tech industry related to software development, project management and/or product management. Must have a technology background., • Strong technical understanding of WiFi networking, software stacks or a related technical field, • Excellent communication, organizational and leadership skills., • Strong strategic thinking skills, with the ability to develop and execute on product plans. As the creator of the only open, hardware-independent, cloud-controlled experience platform for ISPs and their subscribers, Plume partners with over 400 ISP customers, including some of the world's largest such as Comcast, Charter, Liberty Global, and J:COM. Using OpenSync, the most widely supported open-source, silicon-to-cloud framework for smart spaces, Plume's software-defined network allows ISPs to decouple their service offerings from hardware and rapidly curate and deliver new services over a multi-vendor, open-platform architecture. Plume is an equal opportunity workplace that maintains a continuing policy of nondiscrimination in all employment practices and decisions, ensuring equal employment opportunities for all qualified individuals without regard to race, color, creed, religion, sex, national origin, age, physical or mental disability, sexual orientation, gender identity, marital status, pregnancy, childbirth or related individual conditions, medical conditions (as defined by state law), military or veteran status, or any other characteristic protected by federal, state or local law.

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

Job Description Paraplanner / Associate Advisor We are seeking a driven and technically strong Paraplanner / Associate Advisor who believes great financial planning changes lives — and that excellence comes from discipline, preparation, and teamwork. This role is for a developing advisor who takes ownership of their growth, commits to mastering their craft, and understands that client trust is earned through preparation and follow-through. You will partner closely with senior advisors to build thoughtful strategies, prepare thoroughly for meetings, and ensure recommendations are implemented with precision. This role does include operational tasks as well. We are looking for someone who embraces a growth mindset, believes in the power of process, and puts the success of the firm and clients above individual ego. Key Responsibilities: Financial Planning & Strategy Execution • Build and maintain comprehensive financial plans, • Conduct retirement, tax, and scenario modeling, • Analyze investment portfolios and develop allocation recommendations, • Account opening, money movements and other operational tasks, • Prepare detailed, organized client meeting materials, • Attend meetings and contribute with clarity and professionalism, • Explain planning strategies and investment recommendations in a clear, confident manner, • Oversee execution of planning recommendations, • Coordinate investment and strategy implementation, • Track action items and ensure timely, accurate completion, • Independently prepares comprehensive, high-quality financial plans, • Clearly articulates recommendations and earns client confidence, • Demonstrates reliability and earns advisor trust in client preparation, • Completes (or is nearing completion of) CFP® designation, • Proactively identifies ways to improve planning processes, • Shows consistent follow-through and accountability What we are looking for: Experience • 3–7 years in wealth management or financial planning, • Experience building and updating financial plans, • Strong command of financial planning software, • Understanding of portfolio construction and asset allocation, • Experience with tax and retirement modeling, • Bachelor’s degree required, • Series 7 and 66 required, • Analytical discipline and critical thinking, • Client empathy and professional presence, • Clear, confident verbal communication, • Strong ownership and follow-through, • Coachable with a continuous improvement mindset, • Team-first orientation

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. #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 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 . 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

Job Description Some advisors want a job. Others want a practice. At Apogee Financial Partners, you’ll build your own client base, your own reputation, and a career you can be proud of, with a support team that actually supports you. We’re backed by National Life Group, but we operate like a modern growth firm: structured coaching, leadership access, and real infrastructure so you’re not stuck doing everything alone. You’ll get development from experienced leaders, hands-on guidance, licensure reimbursement, and the tools to turn effort into consistent production. If you’re coachable, competitive, and want a place where your ambition is met with a platform, you’ll fit here. If you want a role where you can grow fast and earn based on impact, this is worth a conversation. Discover why more than 20 advisors have made the move to Apogee this year. Full Medical, Dental, and 401(k) included. Compensation: $98,500 - $120,000 at plan commission per year Responsibilities: • Cultivate and maintain strong relationships with clients, ensuring their financial goals are understood and met., • Develop personalized financial plans that align with clients' objectives, leveraging our comprehensive suite of services., • Provide ongoing advice and support to clients, adapting strategies as needed to meet changing circumstances., • Collaborate with our team to deliver exceptional service and ensure client satisfaction at every touchpoint., • Stay informed about industry trends and regulatory changes to provide clients with the most current and relevant advice., • Conduct regular reviews of clients' financial plans, making adjustments to optimize their financial health., • Utilize our advanced tools and resources to streamline processes and enhance client interactions, ensuring efficiency and accuracy in all dealings.Qualifications:, • Life & Health Insurance license required (we can support you if you’re in-process), • SIE / Series 7 / Series 66 preferred (required within the first year if not currently held), • Strong communication skills and comfort in business development, • Backgrounds that often translate well: sales, BD, real estate, mortgage, banking, insurance, military, athletics, or prior financial services, • Must be a U.S. Citizen or Green Card holder About Company Apogee Financial Partners has evolved into one of the Southeast’s leading comprehensive financial services firms, yet our core commitment has never changed. We build deep, lasting relationships and equip advisors to deliver meaningful, holistic impact for the clients they serve. Today, our team includes more than 100 financial professionals across ten states, and we continue to expand as part of the respected National Life Group network. As a non-captive, advisor-focused firm, we give you the independence to build your own brand and DBA while providing the infrastructure, training, and resources of a national organization. We are led by a newly appointed CEO who has earned national recognition for leadership, recruiting excellence, and building high-performing advisory organizations. Under this leadership, Apogee is entering a new era of growth defined by elite development, modern planning tools, and a culture that puts advisors first.

FINRA Series 24 and similar Supervisory licenses may be held by Regions Securities, LLC.

About the job Mark Andy P Series Operator.

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