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Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: Commission - $75,000+ Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning. We can be different by doing the right thing! #WHGEN Compensation details: 75000-75000 Yearly Salary PI1b0b14c0145c-26276-39998924

This position will be responsible for the sales of Human Resources Services, including Human Resources and Payroll Outsourcing Services, Talent Management, Performance Management, and Learning Services. The Business Advisor will utilize a consultative approach to sell G&A HR Solutions to businesses. Reasonable Accommodations Statement: To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Compensation: $85,000 - $95,000 Responsibilities: Essential Duties: • Drives the generation of sales revenue for professional employer services in assigned markets., • Identifies revenue opportunities within assigned accounts through structured prospecting, communications, programs, and other activities as needed, and collaborates with marketing, management, business development, and support., • Formulates and presents standard and routine proposals in partnership with team members and various functional groups., • Assists in developing a budget and price estimates using standard models., • Communicates back to internal groups the outcome of the negotiations/proposals, focusing on conveying the expectations set forth for each group, i.e., clear details, critical timeframes, and expectations., • Tracks and reports on the status of all proposal components., • Acts as a liaison for internal and external communications with assigned accounts., • Manages client conference calls and ensures a positive relationship with assigned accounts., • Collaborates with team members and various functional groups in developing project plans, defining roles and responsibilities, and the scope of work for each engagement., • Facilitates enhancements to communications, tools, capabilities, as well as product and service lines., • Participates in cross-functional groups to establish marketing campaigns, product direction, and productive solutions., • Establishes and maintains ongoing client relationships with the various parties to anticipate and resolve potential problems, and participates in site visits. Other Duties: • Perform other duties as assigned. Competencies: • Communication – Encourages open communication and builds consensus with internal team members and clients. Uses tact and discretion in dealing with sensitive information. Communicates orally and in writing in a clear and concise manner. Takes time to listen to and understand the perspectives of others and proposes solutions., • Trust and Respect – Genuinely seeking to understand and respect others’ perspectives and emotions, encouraging a culture of compassion, empathy, and support both at G&A and with clients. Establishing trust can be respected through consistent honesty and professionalism in all interactions., • Problem Solving – Identifies the problem and considers potential solutions to solve operational and interpersonal issues. Equally adept at solving simple and complex problems with multiple different strategies. Anticipates and identifies problems and works diligently to ensure the problem is solved quickly and efficiently. Seeks assistance, as necessary., • Accountability – Takes responsibility for all activities and follows through on commitments. Implements decisions that have been agreed upon. Maintains confidentiality with sensitive information. Acknowledges and learns from mistakes. Follows through on commitments and acts with a clear sense of ownership. Takes personal responsibility for decisions, actions, and failures., • Bachelor's degree in business management or a related field is required. Skills & Experience: • Minimum 3 years of business-to-business professional services sales experience to small and midsize companies or an equivalent combination of education and experience., • Proven track record of business-to-business professional services sales results. Computer Skills: • Proficiency in Microsoft Office 365 is required. Certifications/Licenses: • Life & Health, Property & Casualty, or Series 7 licensing is preferred., • CPA or CFP certification is preferred., • Valid driver’s license and good driving record. Physical Requirements: Activity, Frequency • Sitting, Often, • Talk/Hear/Speak, Constantly, • Standing/Walking, Occasionally, • See/Read, Constantly, • Climb or balance, occasionally, • Reading/Writing/Typing, Often, • Stoop, kneel, crawl, Seldom Work Environment: • Indoor office setting Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer. About Company For over 30 years, G&A Partners has been helping forward-thinkers grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. #WHGEN Compensation details: 85000-95000 Yearly Salary PI437b08494c53-26276-40153315

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 Houston 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 Houston, TX (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.

About RedSwan RedSwan Digital Real Estate is a FINRA-licensed digital investment platform focused on institutional commercial real estate. The firm works with sponsors and investors to structure and distribute real estate investments through regulated digital securities, enhancing capital formation and introducing new liquidity pathways across private markets. RedSwan operates at the intersection of real estate private equity, capital markets, and financial infrastructure. The platform is designed to support institutional-quality transactions across asset classes, with a focus on underwriting discipline, sponsor alignment, and scalable capital distribution. Position Overview RedSwan is seeking a Real Estate Financial Analyst to support underwriting, financial modeling, and investment analysis across a pipeline of institutional commercial real estate opportunities. This role sits directly within the investment evaluation and structuring process. The Analyst will be responsible for building detailed financial models, evaluating sponsor submissions, and developing investment theses across multiple asset classes and U.S. markets. The position requires a high level of technical proficiency, intellectual curiosity, and the ability to operate across both traditional real estate analysis and emerging capital markets structures. Key Responsibilities: Investment Analysis & Underwriting: ● Build and audit institutional-quality financial models, including: ○ Discounted cash flow (DCF) models ○ Multi-tier waterfall structures ○ Promote and distribution frameworks ● Underwrite acquisitions, recapitalizations, and development opportunities across core, value-add, and opportunistic strategies ● Evaluate capital structures, return profiles, and risk-adjusted performance ● Perform sensitivity analyses on key variables (exit cap, rent growth, leverage, timing) ● Develop clear investment theses supported by quantitative and market-driven analysis Deal Structuring & Tokenization Readiness: ● Assess transaction structures for alignment with digital distribution frameworks ● Analyze sponsor business plans and identify strengths, risks, and execution assumptions ● Translate traditional CRE underwriting into formats suitable for investor presentation and capital markets execution ● Support structuring of offerings, including equity splits, preferred returns, and distribution mechanics Market Research & Strategic Analysis: ● Conduct in-depth research across U.S. real estate markets, including supply/demand dynamics, rent trends, and capital flows ● Evaluate sponsors, operators, and track records ● Produce investment memos, market commentary, and internal recommendations ● Maintain awareness of macroeconomic trends impacting real estate performance and valuations Capital Markets & Investor Materials: ● Support development of institutional-grade investment materials, including: ○ Offering memoranda ○ Financial summaries ○ Investment committee-style presentations ● Work cross-functionally with business development and leadership to align underwriting with investor positioning ● Assist in responding to investor diligence questions and data requests Data, Systems & Process Improvement: ● Maintain and improve internal underwriting models, templates, and databases ● Leverage new tools, including AI-driven workflows, to enhance efficiency and analytical depth ● Contribute to the evolution of internal systems that connect underwriting, capital markets, and investor reporting Qualifications: ● Bachelor’s degree in Finance, Economics, Real Estate, or related field ● 1+ years of experience in real estate investment, private equity, investment banking, or related field ● Strong financial modeling skills, including advanced Excel proficiency ● Direct experience with DCF modeling, IRR analysis, and waterfall structures ● Understanding of commercial real estate fundamentals across asset classes ● Ability to synthesize large amounts of data into clear, actionable insights ● Strong attention to detail and high standards for analytical accuracy ● Clear written and verbal communication skills Preferred Qualifications: ● Experience underwriting multiple asset classes (multifamily, industrial, office, hospitality) ● Familiarity with real estate data platforms (CoStar, Crexi, LoopNet) ● Certification from accredited financial modeling training program (REFM, Wall Street Prep, or similar) ● Securities industry knowledge or licensing, including: ○ SIE ○ Series 7, 82, 63, 65, or 66 (or willingness to obtain) ● Experience with data, automation, or technical tools (Excel VBA, Python, SQL, or similar) ● Interest in financial technology, digital assets, or evolving capital markets infrastructure ● Exposure to institutional investment processes or capital markets ● Familiarity with tools such as Argus, Power BI, or similar analytical platforms What This Role Offers: ● Direct exposure to real transactions and institutional sponsors ● Opportunity to work across both real estate capital markets and fintech ● A high-responsibility role within a growing platform ● Visibility into emerging structures shaping private market investing ● Competitive compensation with bonus opportunities

SUMMARY As a Mechanic (Class B), this position is responsible for repairing and maintaining company-owned equipment. The Mechanic is accountable for diagnosing issues and making necessary adjustments, repairs, or overhauls on various heavy machinery used in heavy civil, railroad, and marine construction. JOB DUTIES AND RESPONSIBILITIES • Plan and schedule regular maintenance for industrial machines and equipment. Maintain accurate equipment service records., • Conduct planned maintenance by examining parts for damage or excessive use, repairing and replacing damaged or worn parts, cleaning, lubricating, assembling, and testing equipment to ensure operational efficiency. May install batteries and windows on specific equipment., • Diagnose and examine faults or malfunctions in equipment to determine repairs using engine diagnostic equipment such as computerized tests and calibration devices., • Order materials and supplies needed for repair and maintenance of equipment., • Test mechanical equipment after repair or assembly to ensure proper performance and compliance with the manufacturer’s specifications, which may include the assembly of gear systems, aligning frames and gears on heavy equipment, and/or fitting the proper bearings for mobile mechanical, hydraulic, and pneumatic equipment., • Adjust and maintain industrial machinery using control and regulating devices., • Perform general facility maintenance and clean-up tasks., • Education: Must possess a Transportation Worker Identification Credential (TWIC) or be willing/eligible to obtain one upon hire. Must have a valid driver’s license., • Experience: Five (5) years of experience maintaining and repairing heavy equipment, hydraulic cranes, and friction cranes., • Experience: Seven (7) years of experience maintaining and repairing heavy equipment, hydraulic cranes, and friction cranes., • Knowledge/Skills/Abilities (KSA): General knowledge and skills in marine operations, such as pile driving, welding, crane operations, barges, etc. General knowledge and understanding of basic construction terms and concepts. WORKING CONDITIONS • The individual must be able to perform the essential functions of the job with or without reasonable workplace accommodation., • The individual must also be able to wear and properly utilize appropriate personal protective equipment (PPE) to work or visit within areas where it is required. This includes a hard hat, safety glasses, life vest, respirators, ear plugs, steel-toed shoes, personal floatation devices (PFD), and/or other protective equipment., • The individual frequently works near moving mechanical parts and must be able to adapt to temperature changes, outdoor conditions, and prolonged exposure to dusty, wet, or humid conditions, loud noises, and vibration., • The individual may be required to work long hours and/or weekends. Additionally, some out-of-town or overnight travel may be required., • The individual may occasionally be required to sit in a vehicle for up to 8 hours., • The individual may be required to walk, step, climb, or otherwise move from one location on the job site to another, which may be of varying heights and access parameters., • The individual may occasionally be required to stand, stoop, bend, crouch, kneel, climb, or sit for long periods., • The individual may be required to work in confined spaces, climb vertical ladders of a height of 6 ft. or greater, and/or elevated heights., • The individual may be required to lift objects with a minimum of 10 lbs. and a maximum single-person lift of 50 lbs. This could result in frequent lifting or carrying depending on project needs., • The individual must meet specific vision abilities, such as close vision and color vision. The Company expects and requires all employees to observe and fulfill all safety responsibilities as outlined in workplace safety training and actively work toward maintaining a safe workplace. Employees are authorized and obligated to stop work on any task or series of tasks whenever an unsafe condition or situation is anticipated or is observed as well as bring problems to the attention of the immediate supervisor, HSE Manager, or HR Manager. Failure to do so can result in disciplinary action, up to and including termination of employment. Regular attendance and punctuality are required of all employees. Employment at Russell Marine, LLC is on an “at-will” basis. There is no contract of employment between Russell Marine, LLC and any one or all of its employees unless explicitly stated elsewhere. Employment security cannot be guaranteed for or by any employee. No Manager, Supervisor, or employee of the Company has any authority to enter into an agreement for employment for any specified period of time or to make an agreement for employment other than at-will. Only the Owner or President has the authority to modify the at-will relationship, and then only in writing specifically addressed to the employee on this issue and signed by that Russell Marine, LLC Executive. Russell Marine, LLC is proud to be an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected status. If you require special assistance or accommodation while seeking employment with Russell Marine, LLC, please contact Human Resources at .

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

This position will be responsible for the sales of Human Resources Services, including Human Resources and Payroll Outsourcing Services, Talent Management, Performance Management, and Learning Services. The Business Advisor will utilize a consultative approach to sell G&A HR Solutions to businesses. Reasonable Accommodations Statement: To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Compensation: $85,000 - $95,000 Responsibilities: Essential Duties: • Drives the generation of sales revenue for professional employer services in assigned markets., • Identifies revenue opportunities within assigned accounts through structured prospecting, communications, programs, and other activities as needed, and collaborates with marketing, management, business development, and support., • Formulates and presents standard and routine proposals in partnership with team members and various functional groups., • Assists in developing a budget and price estimates using standard models., • Communicates back to internal groups the outcome of the negotiations/proposals, focusing on conveying the expectations set forth for each group, i.e., clear details, critical timeframes, and expectations., • Tracks and reports on the status of all proposal components., • Acts as a liaison for internal and external communications with assigned accounts., • Manages client conference calls and ensures a positive relationship with assigned accounts., • Collaborates with team members and various functional groups in developing project plans, defining roles and responsibilities, and the scope of work for each engagement., • Facilitates enhancements to communications, tools, capabilities, as well as product and service lines., • Participates in cross-functional groups to establish marketing campaigns, product direction, and productive solutions., • Establishes and maintains ongoing client relationships with the various parties to anticipate and resolve potential problems, and participates in site visits. Other Duties: • Perform other duties as assigned. Competencies: • Communication – Encourages open communication and builds consensus with internal team members and clients. Uses tact and discretion in dealing with sensitive information. Communicates orally and in writing in a clear and concise manner. Takes time to listen to and understand the perspectives of others and proposes solutions., • Trust and Respect – Genuinely seeking to understand and respect others’ perspectives and emotions, encouraging a culture of compassion, empathy, and support both at G&A and with clients. Establishing trust can be respected through consistent honesty and professionalism in all interactions., • Problem Solving – Identifies the problem and considers potential solutions to solve operational and interpersonal issues. Equally adept at solving simple and complex problems with multiple different strategies. Anticipates and identifies problems and works diligently to ensure the problem is solved quickly and efficiently. Seeks assistance, as necessary., • Accountability – Takes responsibility for all activities and follows through on commitments. Implements decisions that have been agreed upon. Maintains confidentiality with sensitive information. Acknowledges and learns from mistakes. Follows through on commitments and acts with a clear sense of ownership. Takes personal responsibility for decisions, actions, and failures., • Bachelor's degree in business management or a related field is required. Skills & Experience: • Minimum 3 years of business-to-business professional services sales experience to small and midsize companies or an equivalent combination of education and experience., • Proven track record of business-to-business professional services sales results. Computer Skills: • Proficiency in Microsoft Office 365 is required. Certifications/Licenses: • Life & Health, Property & Casualty, or Series 7 licensing is preferred., • CPA or CFP certification is preferred., • Valid driver’s license and good driving record. Physical Requirements: Activity, Frequency • Sitting, Often, • Talk/Hear/Speak, Constantly, • Standing/Walking, Occasionally, • See/Read, Constantly, • Climb or balance, occasionally, • Reading/Writing/Typing, Often, • Stoop, kneel, crawl, Seldom Work Environment: • Indoor office setting Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer. About Company For over 30 years, G&A Partners has been helping forward-thinkers grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. #WHGEN Compensation details: 85000-95000 Yearly Salary PI13b99b290791-37344-40153315

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: Commission - $75,000+ Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning. We can be different by doing the right thing! #WHGEN Compensation details: 75000-75000 Yearly Salary PI609e68d007eb-37344-39998924

Job Description The mission of the Children’s Museum Houston is to transform communities through innovative, child-centered learning that improves the trajectories of all children in Greater Houston. For more than four decades, Children's Museum Houston has supported student achievement, empowered parents, and ignited a life-long love of learning. We are consistently rated as one of the top children's museums in the nation. Our programming serves more than 900,000 participants annually at the Museum, at the Fort Bend Children's Discovery Center, and at the 270+ outreach locations across Greater Houston. We welcome families with offerings that include 13 exhibits, a performing arts series, a full slate of cultural programming, science activities led by degreed educators, and weekly Free Family Nights. Job Summary: Auditions for this job will be held at the Museum on May 7 from 6-8pm and May 9 from 10am-12pm. All interested applicants must visit and register to attend auditions. Only applicants who have registered and auditioned for a role are eligible for employment. Children’s Museum Houston’s summer production involves a cast of 10-12 Performers and a crew of 4-5 technicians, ages 16-21 years old. Performers audition for this original musical in May; those cast in the production are expected to play 2-3 different roles with a variety of cast members throughout the run of the show. The job includes 2-3 weeks of paid rehearsal time, followed by a 6-8 week run. Performances run 7 days a week with 2-4 shows scheduled per day. The show itself is 15-20 minutes and created for children and families visiting the Museum. Additionally, performers are expected to engage with families in character before, during and after their shows. All Performers are responsible for ensuring an entertaining and enjoyable experience for Museum guests and for representing the Museum professionally and positively. Summer Production Performers are typically scheduled between 12 and 28 hours/week. Job Duties and Responsibilities: • Attending all scheduled shifts (rehearsals and performances) unless a prior conflict has been approved., • Learning and performing multiple roles for the production., • Working collaboratively and responsively with different Performers, Technicians and Coordinators., • Greeting and interacting with guests around the Museum., • Performing in 2-3 shows plus short scenes around the Museum each scheduled workday., • Posing for photos with museum visitors., • Maintaining costumes, including cleaning and proper storage., • Skilled in acting, singing and dancing., • Comfortable presenting to children and families., • Excellent flexibility, teamwork and cooperation skills., • The ability to interact effectively with staff and guests. Performers must be between 16-21 years of age; applicants may be currently enrolled in high school or a higher education program but no formal education credential required. Experience: Educational and/or professional performing experience desired. Physical Requirements: Performers will need to run, dance, and walk up and down stairs in this performance. Candidates must be able to complete this requirement with or without reasonable accommodation. We believe in creating an environment of diversity, equity, and inclusion, without bias. We know we are better when we are developed, engaged, and able to bring our whole authentic selves to work. Our people are trusted experts. We invest in the health and well-being of our workforce, train, and reward talent, and develop leaders at all levels to bring out the best in each other. We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristics protected by law.

Job Description At Blink Fitness, we take training personally. Our trainers double as Mood Lifters and instill in members the importance of feeling good along with looking good. Our goal is to offer members the most affordable sessions in the industry while offering highly competitive compensation to trainers. We facilitate paid floor hours during the first 60 days of hire to help build a client list and trainers have access to our Core Training educational series. We offer trainer pay splits up to 65% with bonus opportunities for session productivity and tenure. With over 10,000 new members a month, new clients are readily accessible. What are you waiting for? It’s time to Blink. Job Overview: As a Blink Personal Trainer you will provide personalized attention, professional instruction, and exercise programs to each member. Blink Fitness’ dedication to a Personal Trainers success is part of the larger commitment to maximize our member’s health, fitness, and wellness goals. Join our team and discover a dynamic work environment built around helping others maximize their potential, where limitless opportunity is cultivated by the highest industry standards across training, education, marketing, media and sales. Responsibilities: Personal Training • Build and maintain a client base through conducting PT orientations and sessions, • Meet minimum required performance for conducting PT orientations during ramping period, • Prepare and deliver comprehensive fitness programs based on clients’ goals, • Motivate and inspire clients to get results through goal setting and frequent follow-up, • Continue to pursue additional training knowledge through offered continuing education programs, • Be a mood lifter; contribute to the member experience by engaging members with enthusiasm and respect, • Demonstrate safe and proper exercise technique to members contributing to and enhancing the overall member experience, • Current nationally recognized Personal Training Certification or a bachelor’s degree in the field, • Certification reimbursement available for non-certified applicants, • Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator (AED) certification required, • Approved Personal Training Certification Required, • Desire to transform lives through educating members on health and wellness topics, • Understand principles of physical fitness and proper exercise technique, • Possess excellent customer service skills, • Possess or be willing to learn sales skills, • Ability to self-promote and network, • Ability to communicate clearly and concisely, both verbally and in writing, • Supportive approach to scheduling, whether you are a Part or Full-Time Trainer, • Core Training Program that includes paid in-person education throughout the beginning of your training career, • Competitive compensation and bonus opportunities, • Comprehensive Benefits package for all Trainers, • Career Advancement opportunities, • Complimentary Blink membership, • Fun working environment!Company Description1. Enthusiastic, energetic, friendly, and personable 3. Able to remain in a stationary position at the front desk for the majority of the workday, 4. World-class customer service skills

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $65,000 - $106,000 commission based Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing 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, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunitiesQualifications:, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Must be based out of the greater Houston areaAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Contact New York Life today to discover what making a living while making a difference is all about.

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 Cognite operates at the forefront of industrial digitalization, building AI and data solutions that solve some of the world's hardest, highest-impact problems. With unmatched industrial heritage and a comprehensive suite of AI capabilities, including low-code AI agents, Cognite accelerates the digital transformation to drive operational improvements. Our moonshot is bold: unlock $100B in customer value by 2035 and redefine how global industry works. What Cognite is Relentless to achieve We thrive in challenges. We challenge assumptions. We execute with speed and ownership. If you view obstacles as signals to step forward - not step back - you'll feel at home here. Join us in this venture where AI and data meet ingenuity, and together, we forge the path to a smarter, more connected industrial future. How you'll demonstrate Ownership As a Senior Account Executive, Energy, you will win new business with top Oil & Gas/ Energy accounts. You will help customers achieve improved business results through their adoption of Cognite Data Fusion to accelerate their digital transformations. • Develop and execute a territory strategy to drive bookings growth and win new business with leading Energy accounts, • Through active prospecting (cold outreach & social selling) and your personal network of contacts, generate new pipeline and provide "commercial insights" to prospective clients on how Cognite Data Fusion will address the most important areas of their value chain, • Use your executive communications and discovery skills to be your customers' trusted advisor to help them achieve millions of dollars of business benefit in their digital transformations, • Orchestrate complex sales cycles and lead your extended territory team (pre-sales and other key functions) to delight your prospects and customers – using the Command of the Message sales methodology and MEDDPICC, • Leverage strategic partners to accelerate growth in your territory, • Negotiate favorable pricing and business terms with customers by selling value and ROI, • Achieve bookings targets while developing satisfied and referenceable customers, • Accurately forecast monthly and quarterly results; and update Clari & salesforce.com on a regular basis, • Provide timely and insightful input back to other corporate functions, particularly product management and marketing, • Present and demonstrate our solutions in-person and via web-based presentations, • Approximately 40% travel to customer sites and conferencesThe Impact you bring to Cognite, • Bilingual English and Spanish is required, • 7+ years exceeding $1+ million software/ SaaS annual recurring revenue quotas in a direct sales role to the largest Oil and Gas firms (IOCs, Upstream, Midstream, Downstream)., • 10+ years in the oil and gas operations and sales environment., • You are consistently #1 or #2 in sales performance. Experience starting, managing, and closing complex sales cycles from start to finish resulting in multi-million-dollar annual software commitments with new accounts, • Past success with land and expand buying motions and unifying disparate customer stakeholders, such as Asset operations leadership to centralized teams, such as IT, maintenance and reliability, turnarounds, and the office of digital transformation, • Can explain the respective value chains for Oil & Gas - including the key economic drivers; the business, lifecycle of the asset, people, and technical inter-dependencies; and the digitalization opportunity, • Strong understanding of typical customer challenges in oil and gas production optimization and asset performance., • Savvy at helping customers create business cases with quantified ROI to justify new investments, • Highly proficient in outbound prospecting, • Detail oriented, strong relationship-building skills, & a focus on a high level of customer service, • Executive-level written and verbal communication skills, including stellar presentation skills., • You can effectively adapt your communication style from a C-level audience to frontline workers., • Self-starter, able to work in a team environment, and superb time management and prioritization skills, • Familiar with relevant technologies, such as industry equipment and its use in the lifecycle, Data Lakes, Lakehouses, Data Warehouses, Business Intelligence, DataOps, and Machine Learning / Generative AI, • Start-up experience (Series A, B, or C) highly preferred, • Bachelor's degreeEqual OpportunityCognite is committed to creating a diverse and inclusive environment at work and is proud to be an equal opportunity employer. All qualified applicants will receive the same level of consideration for employment.

Job DescriptionWho We Are Willis Johnson & Associates is a fast-growing wealth management firm where operational excellence plays a critical role in delivering a consistent and high-quality client experience. Our clients rely on us not only for thoughtful financial advice but for reliable systems, accurate reporting, and precise investment execution behind the scenes. We work quickly, manage a high volume of client relationships, and maintain a high bar for accuracy and responsiveness. Our investment operations team ensures that portfolios are implemented correctly, data remains reliable, and systems run smoothly across the firm. If you enjoy working with investment data, solving operational challenges, and building expertise in portfolio operations within a growing wealth management firm, you will thrive here. If you prefer highly repetitive or siloed operational work with limited opportunity to improve systems and processes, this will not be the right fit. The Opportunity We are seeking an Investment Operations Associate or Senior Investment Operations Associate to support the daily execution of the firm’s investment operations and portfolio reporting functions. Reporting to the Investment Operations Manager, this role plays a critical role in ensuring the accuracy and efficiency of trading workflows, portfolio reporting, billing processes, and investment data management. The Associate works closely with the Investment Operations team, Investment team, and Wealth Management advisors to support operational workflows and maintain the integrity of investment data across firm systems. This role is ideal for a detail-oriented operations professional who enjoys working with investment data, improving processes, and developing deep expertise in portfolio operations within a collaborative advisory firm. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field, • 2+ years of experience in investment operations, wealth management, or financial services, • Series 65 license or willingness to obtain within the first 90 days, • Experience working with custodians such as Fidelity or Schwab, • Familiarity with portfolio management platforms such as Orion, • Strong attention to detail and process discipline, • Proficiency in Microsoft 365 and Excel, • Ability to troubleshoot operational issues and work effectively across teams Preferred (not required): • Progress toward CFA®, CFP®, or CIPM designation, • Experience working in a growing RIA or investment management firm Trading & Investment Operations • Support daily trading workflows across custodians in alignment with portfolio models and client account guidelines, • Monitor trading systems, cash balances, and account drift to ensure portfolios remain aligned with investment strategy, • Assist in resolving trade exceptions, corrections, and custodian inquiries, • Support reconciliation of custodial data and portfolio accounting systems Portfolio Reporting & Data Accuracy • Prepare and reconcile client and model performance reports, • Maintain firm-wide portfolio reporting standards, including preparation and validation of GIPS-compliant monthly performance analysis, • Ensure investment data remains accurate across custodians, portfolio accounting systems, and CRM platforms, • Assist with preparation of reports and analysis for Investment Committee and internal leadership meetings Billing Support • Assist with quarterly asset-based billing processes, • Audit fee calculations and support reconciliation of billing outputs, • Coordinate with operations and advisory teams to resolve billing discrepancies Custodian & System Coordination • Coordinate with custodians (e.g., Fidelity or Schwab) regarding trade processing, reconciliation inquiries, and operational requests, • Manage held-away account aggregation software such as ByAllAccounts and ensure imported account data remains accurate, • Troubleshoot data discrepancies, platform inconsistencies, and software issues in a timely manner, • Support the integrity of data flows between custodial platforms, portfolio systems, and internal reporting tools Process Improvement & Operational Support • Maintain documentation for investment operations workflows and procedures, • Identify opportunities to improve reporting accuracy and operational efficiency, • Support cross-functional initiatives such as software implementations and operational workflow improvements Technology Environment Our investment operations team works with a range of industry platforms including: • Orion Portfolio Solutions, • ByAllAccounts account aggregation software, • Custodial trading and reporting platforms (e.g., Fidelity Wealthscape, Schwab Advisor Center), • CRM systems and internal operational reporting tools Career Development Willis Johnson & Associates is committed to developing long-term careers within the firm. This role offers a clear professional development pathway, with opportunities to grow into positions such as: • Senior Investment Operations Associate, • Investment Operations Manager, • Senior Client Operations Associate Why Join Us • A collaborative, high-performing team with strong values and vision, • Opportunities for professional development and career advancement, • Meaningful work supporting the delivery of exceptional client service, • An environment that rewards initiative, accountability, and continuous improvement Compensation & Benefits • Salary range: $75,000 – $105,000 depending on experience, • Eligible for a 12% – 20% discretionary bonus based on performance, • 401(k) plan with firm contributions of up to 7% in the first year and up to 10% with tenure, • 11 paid holidays and 15 PTO days to use at your discretion, • Employer-paid Health, Dental, and Vision insurance premiums for individuals and families, • Employer HSA contributions, • Employer-paid Life and Long-Term Disability insurance rRtjAfD1wj

Job Description The mission of the Children’s Museum Houston is to transform communities through innovative, child-centered learning that improves the trajectories of all children in Greater Houston. For more than four decades, Children's Museum Houston has supported student achievement, empowered parents, and ignited a life-long love of learning. We are consistently rated as one of the top children's museums in the nation. Our programming serves more than 900,000 participants annually at the Museum, at the Fort Bend Children's Discovery Center, and at the 270+ outreach locations across Greater Houston. We welcome families with offerings that include 13 exhibits, a performing arts series, a full slate of cultural programming, science activities led by degreed educators, and weekly Free Family Nights. Job Summary: **Only previous Seasonal Play staff are eligible to apply for this position. Children’s Museum Houston’s seasonal production involves a cast of 10-12 Performers and a crew of 4-5 Technicians, ages 16-21 years old, performing 7 days a week with 2-4 shows scheduled per day. Seasonal Play Coordinators are for day-to-day supervision of Performers and Technicians before, during and after performances, and works directly with the Director and the Manager to report any issues or concerns including late arrivals/absences, illness or injury, audience reactions, issues with technical elements such as props or costumes, and any other matters affecting the quality of the performance and/or visitor experience. Seasonal Play Coordinators function as front-of-house managers, encouraging and welcoming Museum visitors into the auditorium, maintaining safety standards, and introducing the show before each performance. Additionally, Coordinators may be asked to train as Understudies for Performers and/or Technicians in case of an unexpected absence to ensure that daily performances occur as scheduled. All Coordinators are responsible for ensuring an entertaining and enjoyable experience for Museum guests and for representing the Museum professionally and positively. Seasonal Production Performers are typically scheduled between 18-28 hours/week. Job Duties and Responsibilities: • Attending all scheduled shifts (rehearsals and performances) unless a prior conflict has been approved., • Working collaboratively and responsively with the Seasonal Play Manager, Director, Technical Director, Performers, Technicians and other Coordinators as well as with Museum Gallery Management Team., • Maintaining the artistic integrity of the show throughout the run., • Ensuring professionalism and courtesy from all Performers and Technicians., • Greeting and interacting with Museum visitors and audience members., • Reporting any staff or visitor concerns to the Manager., • Maintaining quality and enforcing staff guidelines regarding design and technical equipment, including cleaning and proper storage., • Strong communication and problem-solving skills., • Excellent flexibility, teamwork and cooperation skills., • Comfortable presenting to children and families., • Confidence with enforcing policies and procedures with employees., • The ability to interact effectively with staff and guests. Must have a high school diploma or equivalency. Theater experience is required. Experience: Management, supervisory, or leadership experience preferred. Educational and/or professional theater experience desired. **Must have worked on a previous Seasonal Play at Children’s Museum Houston to be eligible for this position. Physical Requirements: Coordinators will need to walk up and down stairs to access the AV room and backstage areas. Candidates must be able to complete this requirement with or without reasonable accommodation. We believe in creating an environment of diversity, equity, and inclusion, without bias. We know we are better when we are developed, engaged, and able to bring our whole authentic selves to work. Our people are trusted experts. We invest in the health and well-being of our workforce, train, and reward talent, and develop leaders at all levels to bring out the best in each other. We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristics protected by law.

Job Description Job Responsibilities Principal Accountabilities • Leads high priority projects that impact the organization., • Leads complex issues and problems, and refers more complex issues to higher-level staff., • Provides technical supervision/mentoring to other data scientists and trains the broader audience on data science developments., • Provides leadership, coaching, and/or mentoring to subordinate group., • Develops custom data models and algorithms to apply to data sets., • Develops and applies algorithms or models to key business metrics with the goal of improving operations or answering business questions. Provides findings and analysis for use in decision making., • Performs research, analysis, and modeling on organizational data., • Maintains existing models and evaluates their goodness of fit., • Provides in-depth data insights from structured and unstructured data for complex business problems through use of advanced analytics techniques, predictive modeling, data mining/visualization and pattern analysis tools., • Develops and tests hypotheses and communicates findings in clear, precise and actionable manner to project and leadership teams., • Works closely with teams to identify, understand, and resolve data issues and improve efficiency, productivity and scalability of data processes., • Assists with the evaluation of data science vendors and tools., • Ensures safe care to patients, staff and visitors; adheres to all policies, procedures, and standards within budgetary specifications including time management, supply management, productivity and quality of service., • Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor and resource to less experienced staff., • Demonstrates commitment to caring for every member of our community by creating compassionate and personalized experiences., • Models service standards by providing safe, caring, personalized and efficient experiences to patients and colleagues., • Other duties as assigned. Minimum Qualifications Education • Bachelors Degree in science, engineering, computer science, mathematics, statistics, or related STEM field required. Masters Degree in Data Science preferred. Licenses/Certifications: (None) Experience / Knowledge / Skills Seven (7) years of experience in data science is required • Professional experience in hospital setting, medical informatics, healthcare information technology/finance/revenue cycle data management, or Electronic Health Record (EHR) data management is preferred, • Business analytical skills (process flows, procedures, spreadsheets, modeling, etc.), technical expertise, mathematical skills and good understanding of design and architecture principles are required, • Possesses deep understanding of a variety of machine learning techniques (clustering, decision tree learning, artificial neural networks, etc.) and their real-world advantages/drawbacks, • Proficient understanding of advanced statistical techniques and concepts (regression, properties of distributions, statistical tests and proper usage, etc.) and experience with applications, • Ability to communicate, gather requirements and execute storytelling with data, • Demonstrates proficiency in problem solving, analytical reasoning and decision-making skills, • Demonstrates proficiency in identifying and seeking needed information to perform problem/situation analysis, • Advanced level of understanding and experience in researching and resolving data issues with a logical, instinctive, and problem-solving mentality working with large, complex and incomplete sources, • Exhibits strong project management skills, with an ability to work independently on multiple projects with competing priorities and a strong commitment to meeting goals and deadlines, • Advanced understanding of SQL database management tools, • Exceptional analytical skills and ability to understand and interpret results based on advanced statistical techniques, • Strong written and verbal communication skills in IT and business environments; ability to communicate to technical and non-technical audiences, • Ability to work under minimal supervision in a fast-paced multidisciplinary environment, • Advanced knowledge of data science methods time series forecasting, linear regression, A/B testing, statistical testing, Clustering, etc., • Superior customer service in the form of first-rate work products and project management, • Strong ability to manage challenging client situations, • Strong ability to troubleshoot and recommend solutions, • Strong ability to translate complex information for a wide range of stakeholders Benefits Dental Insurance, Medical Insurance, Vision Insurance, Life Insurance, Retirement, Equity, PTO,

Job DescriptionSalary: Women's Ministry Pastor/Director Span of Care: Adult Women & Women Small Groups Who We Are: The MET Church is located on the Northwest side of Houston and our mission is to invite people into meaningful relationship with God and each other. We believe making disciples of Jesus happens in the context of relationship and that small group environments are where we grow spiritually in community with other believers. We also live to serve and connect our local community to hope through our variety of mission efforts and care ministries. You will find our Sunday morning worship to be contemporary and energetic with Bible based teaching focused on understanding and applying Gods word as truth in our lives. At The MET, we are asking God to build a thriving community of people who are following Jesus, being changed by Jesus, and committed to the mission of Jesus. About This Role: The Pastor of Womens Ministry provides spiritual leadership, care, and direction for the women of the church by cultivating environments where relational discipleship can thrive. As the primary leader for Womens Small Groups, she champions connection, growth, and community while also overseeing Bible studies and ministry events that engage women at every stage of life. Through pastoral counseling and intentional leadership development, she equips and empowers women to live out their faith and to actively serve and disciple others within the church and broader community. Who You Are: Competencies, Abilities, & Character Qualities • You love Jesus and are committed to growing as a disciple by abiding in Christ, living in meaningful relationships with others, and being a disciple-maker (John 15, Acts 2, Matt. 4:19, Matt. 28)., • You are a visionary leader who clearly casts and champions a compelling vision for Womens Ministry, aligning people and initiatives and leading others to execute with purpose, unity, and impact., • You are a galvanizing leader who naturally encourages and mobilizes others, building and developing volunteer teams that take ownership of ministry and advance the mission of the church. You gain joy from equipping others to lead., • You have a shepherds heart, genuinely caring for the spiritual health of women. You are attentive to their needs, offer wise biblical counsel, and create environments where women feel known, supported, and challenged to grow in their faith., • You are passionate about developing leaders, intentionally investing in others and creating clear pathways for growth, ownership, and multiplication., • You demonstrate emotional and spiritual maturity, effectively working with and through others while navigating relationships and conflict in healthy, God-honoring ways., • You champion and model the core virtues of The Met Church humility, effectiveness, awe, relationship and truth. The Why: You are an ambassador of Jesus anointed and assigned an active role in the great commission. You get to serve alongside a team with a unified mission to make disciples who make other disciples while also utilizing your unique gifts to serve and lead in your assigned span of care. You get to experience a healthy staff culture that is rooted in love, discipleship and celebrating the glory of God. What You Will Do: Essential Duties & Responsibilities Spiritual Leadership & Discipleship • Live out the core virtues and mission of The Met to invite others into meaningful relationship with God and each other., • Provide pastoral leadership and care by cultivating environments where relational discipleship can thrive., • Personally invest in the spiritual growth of women through prayer, biblical counsel, and intentional discipleship relationships., • Champion a culture of discipleship by equipping women to grow in their faith and actively disciple others., • Provide vision, direction, and oversight for womens ministry environments, including Bible studies, events, and connection points., • Lead, resource, and support womens Bible studies, including identifying, training, and equipping leaders to teach and facilitate., • Ensure all ministry expressions align with the churchs overall discipleship strategy and mission., • Empower volunteer leaders to plan and execute ministry initiatives that effectively serve women across various life stages., • Foster a healthy volunteer culture marked by ownership, collaboration, and spiritual growth., • Provide spiritual oversight of the discipleship process within small groups and their leaders., • Relationally invest in and equip leaders and apprentices through modeling, coaching, and training., • Collaborate in the development of small group curriculum aligned with sermon series and church initiatives., • Maintain accurate and up-to-date data within the church database to effectively track engagement and participation., • Partner with Adult Ministry leadership to develop and manage ministry budgets in alignment with church objectives., • You are a fully committed follower of Jesus Christ and a member of The Met Church (or willing to transfer membership to The Met)., • You agree with and act in accordance with The Mets Statement of Beliefs., • Must be actively leading a discipleship small group., • You have been called by God into full-time ministry and are actively involved in making disciples who go and make other disciples of Jesus Christ., • You have a personal commitment to live out the 7 Essentials: abiding in Christ; reaching the lost; connecting the unconnected; chasing the strays; intentionally shepherding people towards spiritual maturity; identifying, equipping and releasing leaders; and functioning as a team., • High school diploma or general education degree (GED) required., • Minimum 5 years of directly related ministry experience in a discipleship focused environment., • Minimum 2 years of related ministry leadership experience., • Proficient in the use of Microsoft Office software. Able to quickly learn and adapt to new technology & systems. Hours and Work Environment: This is a full-time, salaried position. A typical work schedule is Sunday through Thursday and may include Friday &/or Saturday to meet the needs of various ministry events. As for all staff members, its important to maintain a healthy work/life rhythm and schedules may need to adjust from time to time to support this effort. Light physical activity performing administrative and pastoral work in an indoor office setting.

Job Description The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships. Why Willis Johnson & Associates? Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News. Essential Responsibilities • Input data into financial planning software, • Prepare comprehensive financial plans, reviews, reports and client presentations, • Prepare Senior Advisor and staff in advance to client meetings, • Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion, • Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff, • Implement approved financial plans and investment strategies, • Develop and deepen client and prospect relationships, • Respond directly to client requests, • May perform basic investment research and research client’s company benefits, • Bachelor’s degree in Finance, Business, Accounting or Financial Planning required, • Master’s or Graduate degree preferred (Masters in Finance, JD, MBA), • Three or more years working experience in similar industry, • Have attained CFP, CFA, or CPA designation, • Currently possess or pursuing the Series 65 securities licenses, • Strong technical and interpersonal skills, • Confident, poised and professional in appearance, • Ability to take on creative challenges and manage workload on tight deadlines, • Ability to collaborate and contribute to a team environment, • Must be willing to relocate to Houston, TX What We Offer • Flexibility to work from where you are most comfortable; at home or in the office, except for required client and department meetings., • Collaborative, Positive Teammates, • Advancement Opportunities, • Autonomy in Your Role, • Professional Development Options, • Salary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performance, • Total Compensation range with Bonus = $115,000 - $170,000., • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure., • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time., • 11 paid holidays and 15 PTO days to use at your discretion., • Employer paid Health/Dental/Vision insurance premiums for individuals and families., • Employer HSA contributions Dk2jZ31Tg5

Job Description We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office. We work primarily with people who are retired or who are retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money. Position Duties and Responsibilities: · Maintain ongoing relationships with existing clients · Process new account paperwork. · Process distributions, Roth conversions, and other transactions. · Respond to client inquiries. · Scheduling meetings with clients. · Assist clients with website access, password resets, etc. · Prepare for and follow up on client meetings. · Responsible for meeting compliance requirements. · Assist with administrative and marketing duties. · Potential to become a financial advisor. Qualifications: • Bachelor’s Degree preferred, • Active 7, 63 and 65, or Series 7 and 66 preferred, • Texas Insurance License ideal, • 3 years or more experience in financial services, • Excellent written and oral communication skills, • Ability to prioritize tasks and meet deadlines, • Strong client service orientation, • Outgoing, friendly personality a plus, • Familiarity with NFS, Redtail, and Emoney a plus Must be able to pass a background check including fingerprinting. Compensation: • $50,000 - $75,000 depending upon skill and experience, • Employer pays 100% of employee health and dental, • 401(k) with match, • Profit Sharing Plan, • Discretionary Quarterly Bonus

Job Description About Us BenefisCU is a purpose-driven Credit Union Service Organization (CUSO) created by TriscendNP. We empower credit unions to deliver advanced insurance, employee benefits, and wealth solutions to small and mid-sized businesses — an underserved but high-potential market. Our model helps business owners gain access to strategies that were once reserved for large corporations, while enabling credit unions to strengthen relationships and grow non-interest income. We are launching a pilot program in Houston through First Service Credit Union and seeking a Business Development Representative (BDR) to lead outreach and sales efforts with small business owners (10–100 employees). Essential Functions & Responsibilities: • Prospect, network, and build pipelines of small and mid-sized business clients.Serve as the primary face of BenefisCU and First Service Credit Union to business owners, educating them on group benefits, executive benefits, and wealth solutions., • Conduct consultative sales conversations, tailoring solutions to each business’s needs (health, dental, vision, life, retirement, succession, key-person coverage)., • Organize and lead educational workshops, webinars, and community events., • Partner closely with Fairway Partners, Priority Financial Group, and TriscendNP to deliver integrated solutions., • Maintain accurate CRM records, track progress toward sales goals, and report results to leadership., • Build referral relationships with CPAs, attorneys, and other influencers., • Develop and maintain an active LinkedIn presence and generally support marketing efforts. Knowledge and Skills: • Experience: 3–5+ years in B2B sales, ideally in insurance, employee benefits, executive benefits, or financial services., • Knowledge: Familiarity with group benefits and/or executive solutions (deferred comp, buy-sell, key-person coverage)., • Sales Skills: Proven success in prospecting, pipeline management, and closing. Strong ability to simplify and explain complex financial/benefits solutions. Education/Licensing: • Required: State Life & Health Insurance License (or willingness to obtain quickly)., • Preferred: FINRA Series 6, 63, or 7 licenses., • Bachelor’s degree in Business, Finance, or related field preferred.

Job DescriptionDescription: Provides professional guidance and assistance to the Chief Executive Officer and the Clinic that foster donor relationships, support funding initiatives and events, and assist with the administration of grants. Carries out the responsibilities assigned with the framework of the Clinic’s policies, standards, goals, objectives, and budget through direction of assigned staff. Key responsibilities will include: 1. Event and Fundraising Coordination A. Management of all San José Clinic fundraising events including Annual Gala, Speaker Series Luncheon, Annual Patient Back to School Event, White Mass, Annual Patient Christmas Party and Annual Stakeholders Meeting as directed by the CEO & President. B. Develop and maintain event timelines, budgets, marketing and logistics of all fundraising and patient events. C. Manage and provide oversight of all event-related communications D. Secure donor support and vendor participation of all fundraising and patient events. E. Responsible for maintaining and meeting established fundraising goals. F. Responsible for quarterly reports to the Advancement Committee. G. Directs the management and activities of donor records, acknowledgements, and recognition. 2. Supports and advises the Chief Executive Officer in matters related to donor relations and fundraising. Develops, plans, and directs a comprehensive annual operating fundraising program, in coordination with the CEO. 3. Directs the fundraising and special events of the Clinic, including individual, corporate, and foundation solicitation via donor cultivation, direct mail, grants, special projects, and planned giving. 4. Identifies and calls upon potential sources of support; utilizing moves management to manage database of prospective donors to achieve annual financial goals. 5. Directs the management and activities of donor records, acknowledgements, and recognition. Maintain confidentiality of patient and donor information/records at all times. 6. Identify new donors, build relationships, and steward current donors to sustain and increase donor base., 7. Partners with the Board of Directors and Advisory Board to maximize relationships that lead to the cultivation of major gifts from individuals/foundations. 8. Attends San Jose Clinic’s external events, i.e., Volunteer events., 9. Directs assigned staff and manages academic student interns as needed., 10. Performs other work-related tasks as needed or required Benefits: • Medical, dental, and vision, • 401(K) 3% match, • PTO days, • Floating holiday, • Paid holidays Requirements: • Bachelor’s degree in business or marketing with comparable experience, • Minimum of five years of professional development experience that includes: cultivation, stewardship, foundation gifts and corporate gifts; knowledge of the Houston philanthropic community and experience in healthcare required; proven success in development efforts, • Excellent written and verbal communication skills; demonstrated business writing proficiency, including grammar, punctuation, and editing; ability to convey complex information in a clear and concise written manner; a writing test may be expected of applicants, • Must adhere to the Association of Fundraising Professionals Code of Ethical Principles and Standards of Professional Practice, • Demonstrates excellent organizational skills, multi-tasking and effective use of time; possesses the ability to handle and complete multiple tasks or projects with multiple deadlines, • Ability to deal professionally, courteously, and efficiently with public and all levels of the organization, • Must be proficient in Microsoft Office, Raiser’s Edge 7 database; able to efficiently operate computers and copier fax, • Demonstrates effective customer relations skills, shows the ability to work with diverse populations, often in stressful fast paced environments, • Bilingual in English/Spanish, preferred

Job DescriptionJob Overview: Supply chain management involves a series of processes to get a product from its initial raw materials to the end customer. It's an end-to-end system that encompasses multiple functions and requires strategic planning, coordination, and optimization. Duties and Responsibilities: • Overall supervision: Oversees the entire supply chain, from raw material procurement to delivery of finished products to customers., • Planning and strategy: Creates and implements supply chain strategies to improve efficiency, reduce costs, and maximize customer satisfaction., • Problem-solving: Identifies and resolves operational gaps and risks, such as supply disruptions or transport delays., • SAP4/Hana/MRP tools, WMS (Warehouse Management Software, Microsoft applications (Excel/Word/Power Point/Office), • Excellent leadership, organizational, strong problem-solving abilities, and decision-making skills., • Effective communication and interpersonal abilities for managing teams and collaborating with other departments., • Expertise in inventory management, process optimization, and Six Sigma methodologies (Green Belt or higher)., • 3 + years up to 7 years of experience in supply chain management, procurement, logistics, or related fields.Education and Qualifications:, • Bachelor’s degree in supply chain management, Business, or a related field., • Key certifications include ASCM's CSCP and CPIM, ISM's CPSM, and others from providers like the Supply Chain Management Association (SCMA). Powered by JazzHR SuZO67EYIy

Job Description Position Overview Strategic Financial Group (SFG) is a growth-focused financial advisory firm providing comprehensive investment management and financial planning services across the Greater Houston area. We are seeking an Investment Associate to support investment research, portfolio strategy, and client advisory initiatives. This is a career-building role designed for professionals who want to grow within wealth management — whether toward a senior investment role or an advisor/relationship management path. The Investment Associate will work closely with advisors and the financial planning team to support portfolio construction, market research, and client strategy execution. Key Responsibilities Investment Strategy & Research • Conduct market research across equities, fixed income, and alternative investments, • Analyze portfolio allocations and support rebalancing strategies, • Monitor macroeconomic trends and capital market developments, • Prepare portfolio analyses and performance reports, • Develop client presentation materials and investment commentary, • Participate in client meetings with advisors, • Support onboarding of new advisors with investment infrastructure, • Maintain data integrity across custodial and reporting systems, • Bachelor’s degree in Finance, Economics, Business, or related field, • 2+ years of experience in wealth management, financial advising, or investment analysis, • FINRA SIE, Series 7 & 66 preferred, • CFP®, CFA, CIMA, or other advanced designation preferred, • Strong understanding of asset allocation, portfolio construction, and financial planning, • Excellent communication and presentation skills, • Entrepreneurial mindset with long-term career ambitions in financial services, • Competitive base salary + performance bonus, • Health, dental, and vision insurance, • 401(k) with firm contribution, • Professional development and certification support Founded in 1903, Strategic Financial Group is a full-service financial planning firm serving individuals, families, and businesses across Houston. Our advisors provide holistic financial guidance — including wealth management, retirement planning, risk management, and business planning — with a collaborative, client-first approach.

Job Description Cognite operates at the forefront of industrial digitalization, building AI and data solutions that solve some of the world's hardest, highest-impact problems. With unmatched industrial heritage and a comprehensive suite of AI capabilities, including low-code AI agents, Cognite accelerates the digital transformation to drive operational improvements. Our moonshot is bold: unlock $100B in customer value by 2035 and redefine how global industry works. What Cognite is Relentless to achieve We thrive in challenges. We challenge assumptions. We execute with speed and ownership. If you view obstacles as signals to step forward - not step back - you'll feel at home here. Join us in this venture where AI and data meet ingenuity, and together, we forge the path to a smarter, more connected industrial future. How you'll demonstrate Ownership As a Senior Account Executive, Manufacturing you will win new business with top Manufacturing accounts. You will help customers achieve improved business results through their adoption of Cognite Data Fusion to accelerate their digital transformations. • Develop and execute a territory strategy to drive bookings growth and win new customers, • Through active prospecting and your personal network of contacts, generate new pipeline and provide "commercial insights" to prospective clients on how Cognite's solutions will address the most important areas of their value chain, • Manage complex sales cycles and lead your extended territory team (pre-sales and other key functions) to delight your prospects and customers, • Utilize value-selling processes alongside demonstrating a wealth of knowledge of Cognite's solutions, • Negotiate favorable pricing and business terms with large enterprises by selling value and ROI, • Achieve bookings targets while developing satisfied and reference-able customers, • Accurately forecast monthly and quarterly results, • Update salesforce.com on a regular basis, • Provide timely and insightful input back to other corporate functions, particularly product management and marketing, • Present and demonstrate our solutions in-person and via web-based presentations, • Approximately 50% travel on client site and to our US officesThe Impact you bring to Cognite, • 7+ years successful Software Sales Experience into the Manufacturing vertical is required, • Can explain the respective value chains for process and discrete manufacturing - including the key economic drivers; the business, people, and technical inter-dependencies; the digitalization opportunity with Industry 4.0, • Well-versed in important manufacturing use cases, such as yield optimization, production visibility, higher operator productivity, quality improvement, predictive maintenance, and higher machine utilization, • Experience with Operational Technology equipment and related software, such as Honeywell Connected Plant, Emerson Plantweb/AMS, GE/Meridum APM, Aveva, Bentley, and OSIsoft PI, • 7+ years of direct sales experience carrying and exceeding a quota and selling enterprise software/ software-as-a-service (Business Intelligence/ Data Warehouse/ Big Data/ Advanced Analytics/ Machine Learning) to C-level executives, • Proven track record meeting and exceeding software/SaaS bookings goals with new customers in a Direct sales role (not Channel or Partner-based), • Experience starting, managing, and closing complex sales cycles, • Trained in Command of the Message and/or MEDDPICC, • Detail oriented, strong relationship-building skills and a focus on a high level of customer service, • Excellent written and verbal communication skills, including stellar presentation skills, • Self-starter, able to work in a team environment, and superb time management and prioritization skills, • Savvy at helping customers create business cases with quantified ROI to justify new investments, • Familiarity with relevant technology, such as Big Data (Hadoop, Spark, Hive, BigQuery); Data Warehouses; Business Intelligence; and Machine Learning, • Start-up experience (Series A, B, or C), • Bachelor's degreeEqual OpportunityCognite is committed to creating a diverse and inclusive environment at work and is proud to be an equal opportunity employer. All qualified applicants will receive the same level of consideration for employment.

Job DescriptionDo you have a fascination with both finance and sales? Have you always been interested in savings strategies, mitigating taxes, and understanding the stock market? Do you have exceptional calling skills? Are you able to handle objections with a smile and convey value to prospective clients in a refined way? Are you looking for a role with unlimited upside and uncapped quarterly bonuses, benefits, and a growth-oriented environment? Reporting to the Director of Marketing, the Client Development Specialist is responsible for identifying, nurturing and booking potential prospects to meet with our wealth management team, and owning the prospect relationship until they become clients. This role directly supports the firm’s new client acquisition goals. Responsibilities include identifying opportunities from both prospective and existing customers by understanding their needs, discussing solutions the firm can provide, and ensuring a smooth sales process throughout. Why Willis Johnson & Associates? Willis Johnson & Associates is a fast-growing, award-winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, investments, and insurance. And with everything we recommend, we put our clients first—always. No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. We provide a very competitive benefits package including fully paid medical, dental, vision, disability/life insurance, 401(k), and PTO. We pride ourselves on supporting personal and professional growth. We encourage continued education for all employees and support participation in educational conferences and events. We’re tech-forward and trust our team to get their jobs done without micromanaging. Essential Responsibilities • Over 50% of the day-to-day job activity is warm calling and emailing, • Expectation of 250+ calls and 50+ customized emails per week, • Make outbound phone calls to prospects in order to:, • Schedule an initial meeting, • Get feedback on meetings and schedule follow-ups, • Register prospects for firm events, • Add contact info to firm touchpoints (Outbound Marketing Communications), • Build a respectful, long-term rapport with prospects and clients to nurture referrals through what can be a long sales cycle, • Make outbound calls before and after an initial meeting; coordinate with Wealth Management Advisors to answer prospect technical questions while on the call, • Actively prequalify prospects before scheduling meetings to ensure qualification standards are met and advisors have necessary data in advance, • Maintain, refine, and build upon prospect and outbound marketing communication lists, • Coordinate with the Director of Marketing to support campaigns, promote event attendance, and own the sales cycle with all prospects generated through marketing and referrals, • Stay within all industry compliance rules and regulations for all communications, • Research client connections to identify optimal prospective client targets through LinkedIn, • Identify potential referrals for clients to advisors in advance of semi-annual meetings, • Handle objections effectively by providing alternate solutions and recommending relevant content to convey the firm’s value proposition, • Prepare advisors on prospects before meetings, debrief afterwards, and document relevant data in CRM, • Produce regular weekly activity reports and monthly metrics reports, • Attend weekly Cases-In-Motion and bi-monthly Marketing meetingsRequired Qualifications, • Bachelor’s degree or equivalent, • 1 to 2 years of experience (investments or financial advisory industry preferred), • Proven inside sales experience, • Track record of over-achieving quota, • Strong phone presence and experience dialing dozens of calls per day, • Detail-oriented with strong project management and prioritization skills; able to manage multiple stakeholders and projects simultaneously while maintaining quality work, • Excellent verbal and written communication skillsPreferred Qualifications, • LinkedIn prospecting and networking experience is a plus, • 2 to 3 years of experience in the investment or financial advisory industry is advantageous, • Interest in obtaining Series 65, CFP®, CPA or CFA® – we sponsor and incentivize these certifications and support conference attendance, • CRM and marketing automation platform experience preferredWhat We Offer, • Collaborative, positive teammates, • Advancement opportunities, • Autonomy in your role, • Professional development options, • Rewarding work that mattersCompensation & Benefits, • On-Target Earnings (Base + Performance Bonus): $90,000–$140,000/year, • Base Salary: $70,000, • Performance bonus with targets of 75–125% of annual salary, • 401(k) plan with opportunities to earn up to 7% the first year and 10% with tenure, • Opportunities for the best and brightest to buy in and become owners over time, • 11 paid holidays and 15 PTO days, • Employer-paid Health/Dental/Vision insurance for individuals and families, • Employer HSA contributions U5m7ckO3Ta

Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team. This role is designed for a seasoned advisor who wants to actively manage client relationships while helping shape the future of modern wealth management through technology, product innovation, and strategic growth initiatives. This is a highly visible, impact-driven role offering meaningful autonomy, revenue participation, and equity upside. Responsibilities • Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships, • Grow assets under management by onboarding a transferable book of business and cultivating new client opportunities, • Deliver holistic financial planning across:, • Investment strategy and portfolio construction, • Tax-aware planning, • Retirement and estate planning, • Equity compensation and stock options, • Design, implement, and rebalance customized investment strategies aligned with client goals and market conditions, • Coordinate with external specialists (tax, trust & estate, insurance) to deliver comprehensive advice, • Partner with internal Product Development and M&A teams to influence the evolution of the advisor technology platform, • Contribute to firm growth by recruiting, onboarding, and mentoring other financial advisors, • Support training initiatives and help scale best practices across the advisory organization Qualifications & Experience • 10+ years of experience in investment advisory or wealth management, • Proven, transferable book of business with high-net-worth clients, • Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent), • Strong client-facing presence with the ability to manage complex financial relationships independently, • Entrepreneurial mindset with enthusiasm for fintech and technology-enabled advisory models, • Ability to thrive in a fast-paced, high-growth environment with evolving priorities Compensation & Benefits • Highly competitive compensation structure, including revenue participation and equity ownership, • Comprehensive medical, dental, and vision coverage, • Unlimited PTO plus paid company holidays, • Solo 401(k) retirement plan, • Daily meals and snacks provided Why This Role • Influence the future of wealth management technology and advisor experience, • Maintain autonomy over client relationships while gaining platform-level scale, • Participate meaningfully in firm growth, value creation, and long-term upside, • Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management

Job Description OMB NO: 1625-0120 Expiration Date: 01/30/2025 Announcement: 6693 Opening Date: 23 March 2026 Pay Plan/Series/Pay Band: NF-1101-03 Closing Date: Until Filled Work Schedule: Full-Time Position: Hourly Store Manager I Salary: $20.00-21.50+ DOE Depending on Experience Who May Apply: All Sources Location: Houston, TX- Ellington Field Exchange Join the Coast Guard Exchange — Make Every Day Meaningful! Ready to put your passion to work for the men and women who protect our nation? The Coast Guard Exchange is offering a rare chance to step into a retail role with purpose — and with an unbeatable schedule: Monday–Friday, 7:30 a.m.–3:30 p.m. No weekends or late nights. Just balance, stability, and impact. This isn’t just another job. It’s your opportunity to support the heroes who safeguard our shores, strengthen our communities, and keep our country safe. Every interaction you have helps honor their service and makes a real difference in their day. If you’re energized by meaningful work, inspired by service, and excited to join a mission-driven team, the Coast Guard Exchange is ready for you. Come be part of something bigger — and help celebrate the heroes who serve us all. *Must be 18 years or older to apply DUTIES: Management a retail activity with annual sales of under $5M. Responsible for the direction and supervision of all store personnel. Assists customers and resolves complaints. Interviews, hires, trains or directs training of assigned personnel. Encourages and develops employees by coaching, providing adequate training, and opportunities for growth. Assists in developing promotional sales in conjunction with the CSC HQ staff. Oversees competitive price checks and submits to HQ buying staff to change pricing. Works with vendors and the HQ buying staff in executing operations of assigned departments or selections. Ensures store recovery. Supervises vending and warehouse operations. Welcome customers, maintain product knowledge and help with the selection of merchandise. React to all concerns of customers quickly with a sense of importance. Key carrier, opening and closing of the store as required, weekends as scheduled. Review monthly P&L’s with goal of comparing actual figures to plan, when plan is not achieved, where possible initiate plan of action to bring in line future months. Will ensure all policies regarding Loss Prevention are adhered to, be alert and proactive regarding shrink and the Alert Line. Will ensure that all associates are in compliance with established safety standards and emergency preparedness requirements. Will ensure all employees receive Coast Guard required training, including but not limited to Civil Rights Awareness and Sexual Harassment Prevention. Will ensure all CG and Federal required posters are prominently displayed in an area visible to all employees. Other duties as assigned. You will be evaluated for this position based on how well you meet the qualifications below. Your resume/application must demonstrate the required experience/education. Please see additional information on how your application is evaluated. QUALIFICATIONS REQUIRED: Minimum: 1. Two years experience as a department manager or assistant manager in a retail environment., 2. Ability to routinely lift 10 pounds and occasionally lift 25 pounds and stand for long periods of time., 3. P&L analysis experience. Preferred (in addition to the minimum): 1. Prior retail merchandising experience., 2. Bachelor’s degree from an accredited university with emphasis in retail or business administration with at least two years of specialized experience. General business experience may be substituted for degree on a year for year basis. And/or 3. Current USCG NAF department manager or assistant manager. Why Work for Us? CGX is not just a retailer—it’s a mission. Profits support Coast Guard morale, welfare, and recreation programs, helping service members and families thrive. You’ll join an organization rooted in integrity, service, and community impact, with opportunities for long-term growth and stability. At the Coast Guard Exchange, we believe in taking care of our team just as much as we take care of our customers. Here’s why you’ll love working with us: • Work-Life Balance: We understand the importance of personal time. Enjoy a healthy balance between work and life with our flexible schedules., • Investing in Your Future: Secure your financial future with our 401k plan and company pension plan, designed to help you save for tomorrow, today., • Company Wellness Initiatives: We support your well-being with wellness programs aimed at keeping you healthy, happy, and at your best., • Flexible Schedules: We know life is unpredictable, so we offer flexible schedules to help you manage your commitments and personal needs., • Professional Growth: Grow your career with us through opportunities for training, development, and career advancement. Join a team that values your well-being and professional growth—apply today! USCG COMMUNITY SERVICES COMMAND COMPREHENSIVE BENEFITS: By choosing to work for the Coast Guard Community Services Command, you will enjoy one of the best benefit packages available anywhere. Benefit offerings are subject to applicable worker categories (Full-time, Part-time, Intermittent), location, position, and length of time in service. • Paid Annual and Sick Leave, • Holiday Pay, • Medical/Dental/Vision Insurance, • Flexible/Dependent Spending Account, • Pension Plan, • 401k Savings Plan, • Life Insurance, • Short Term/Long Term Disability, • Tuition Assistance, • Paid Parental Leave OTHER ESSENTIAL INFORMATION: • Residency Requirements: Non-U.S. nationals, who are authorized to work in the U.S. and applying for any DHS position, must have resided within the United States, or U.S. territories, for at least three of the last five years., • Selectee will be required to participate in Direct Deposit/Electronic Funds Transfer as the Standard method of payment for payroll and travel purposes., • Males born after 12/31/59 and at least 18 years of age must be registered with the Selective Service System, unless covered by an exemption under the Selective Service Law, in accordance with 5 U.S. Code 3378. Selectee will be required to provide a written statement regarding his registration status unless he is exempted by this statute., • Must satisfactorily complete a Federal Background check and all pre-employment requirements, which may include, but are not limited to, background checks, security clearances, drug testing, verification of employment history, and any other requirements applicable to this position. Additionally, you may be required to meet specific job-related qualifications or certifications as a condition of your employment., • Applicants may not be employed in the chain of command of their relatives., • This agency provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify the agency. The decision on granting reasonable accommodation will be on a case-by-case basis. HOW TO APPLY Additional Information on how you will be evaluated: Your resume or application must clearly demonstrate the required experience and/or education. Experience includes both paid and unpaid work, such as volunteer service through National Service programs (e.g., professional, philanthropic, religious, community, student, social, committee, sports, or internships). Volunteer work can help develop essential skills, competencies, and leadership experience that may translate directly to paid employment. Your resume is the primary tool used to assess your qualifications. Therefore, we strongly encourage you to provide clear, specific, and detailed descriptions of your experience. You MUST submit a resume or any other written format in English of your choice. It is recommended the resume clearly identifies: (1) The announcement number, title and pay band of the job you are applying for, and, (2) Information such as full name; mailing address; country of citizenship (U.S. Citizenship required OR valid authorization to work in the US); highest Federal grade or NAF pay band held with job series, title, and dates held (if applicable); a statement requiring proof of veterans’ preference by means of DD 214; education; and relevant work experience including start/end dates, supervisor’s name and phone number, salary and title, series and grade if experience was with a non-appropriated fund instrumentality of the Federal government. You should also include a copy of your most recent performance appraisal if you are a current Federal or NAF employee. Applications may not be sent in franked Government envelopes; applications filed in this fashion will not receive consideration. If information is not complete, you may be excluded from consideration. The first application and/or resume submitted for a specific requisition will be considered the only submission. Any duplicate submissions to the same requisition will not be considered. The application date will be used in determining these factors. Outside Candidates: To apply, please visit our website at and click on “Careers” at bottom of the page. Internal Candidates: Sign into ADP Workforce now. Click on Myself/Talent/Career Center. Search by location or Job Title for: Hourly Store Manager I FT- 6693 Houston, TX, US Equal Employment Opportunity: All candidates will be considered without regard to any non-merit factor such as race, color, religion, sexual orientation, national origin, age, disability, or marital status. PRIVACY ACT NOTICE Authority: The U.S. Coast Guard rates applicants under the authority of Title 5 of U.S. Code, Sections 301, 1104, 1302, 2103, 3301, 3304, Executive Order 9397, and Departmental Regulations. Principal Purpose: To collect information needed to determine how well an applicant’s education and work experience qualifies them for the job they are applying for. Routine Use: This information provided will be shared with the hiring manager and interview panel members. It may also be shared in response to a request for discovery or for appearance of a witness, information that is relevant to the subject matter involved in a pending judicial or administrative proceeding. Disclosure: Voluntary, however, failure to disclose the requested information may result in an applicant not receiving consideration for a position in which the information is needed. Paperwork Reduction Act Statement: An agency may not conduct or sponsor an information collection, and a person is not required to respond to this information unless it displays a current valid OMB control number and an expiration date. The control number for this collection is OMB 1625-0120, expiration 01/30/2025. The estimated average time to complete this application is 40 minutes. If you have any comments regarding the burden estimate you can write to U.S. Coast Guard, Community Services Command, 510 Independence Parkway, Suite 500, Chesapeake, VA 23320. #ZR

Job Description The Quality Assurance (QA) Manager is responsible for leading and managing all quality, food safety, and sanitation systems within an FSSC 22000 certified beverage manufacturing facility producing preserved, powdered, and hot-fill beverages, including high-acid, acidified, and low-acid foods (LACF). This role ensures compliance with FDA, state, and local regulations, including 21 CFR Part 117 (Preventive Controls for Human Food), 21 CFR Part 114 (Acidified Foods), and 21 CFR Part 113 (Low-Acid Canned Foods). The QA Manager serves as the site food safety leader and ensures the Food Safety Management System (FSMS) aligns with FSSC 22000 requirements, ISO 22000 standards, prerequisite programs (PRPs), sanitation controls, and regulatory obligations. Key Responsibilities • Lead, maintain, and continuously improve the FSSC 22000 Food Safety Management System (FSMS)., • Serve as Preventive Controls Qualified Individual (PCQI) and oversee the Food Safety Plan., • Act as the primary FSSC 22000 Management Representative and lead certification and surveillance audits., • Ensure compliance with FDA regulations for high-acid, acidified, and low-acid foods., • Oversee thermal processing, hot-fill operations, acidification validation, and scheduled process adherence., • Ensure compliance with Low-Acid Canned Food (LACF) regulations including process authority coordination and documentation., • Oversee environmental monitoring, allergen control, sanitation controls, and prerequisite programs., • Manage laboratory testing including microbiological, chemical, and physical analyses., • Review batch records, deviation reports, corrective actions, and product disposition decisions., • Lead root cause analysis and implement corrective and preventive actions (CAPA)., • Develop and maintain SOPs, SSOPs, hazard analyses, validation studies, and verification activities., • Train plant personnel on GMPs, sanitation procedures, food safety culture, FSSC 22000 requirements, and regulatory standards., • Manage and develop QA staff and sanitation personnel Cleaning & Sanitation Management Responsibilities • Develop, implement, and maintain the Master Sanitation Schedule (MSS), • Oversee cleaning and sanitation programs for processing equipment, powder systems, hot-fill lines, thermal processing systems, and facility infrastructure., • Validate sanitation procedures including CIP (Clean-in-Place) and COP (Clean-out-of-Place) systems., • Establish sanitation verification activities including ATP testing, allergen swabbing, microbiological environmental monitoring, and pre-operational inspections., • Ensure compliance with sanitation preventive controls under 21 CFR Part 117., • Review and trend sanitation data to identify risks and continuous improvement opportunities., • Oversee chemical control, concentration verification, and sanitation safety compliance., • Lead corrective actions related to sanitation deviations or environmental positives., • Collaborate with Operations and Maintenance to ensure hygienic design and effective cleaning practices., • Support food defense and hygienic zoning programs within the facility. Regulatory & Certification Oversight • Maintain FSSC 22000 certification including annual surveillance and recertification audits., • Ensure compliance with ISO 22000, ISO/TS 22002 PRPs, and additional FSSC requirements., • FDA Food Facility Registration and scheduled process filings (FDA Forms 2541 series as applicable)., • HACCP and Preventive Controls programs validation and verification., • Validation of acidification processes and critical control points., • Oversight of low-acid thermal processing systems and documentation review., • Label review and regulatory compliance verification., • Must be certified in FDA-recognized Low-Acid Canned Food (LACF) Supervisor training in accordance with 21 CFR 108 and 113., • Demonstrated knowledge of thermal processing, container closure evaluation, and record review requirements., • Experience working with a recognized Process Authority for scheduled process establishment and deviations., • Bachelor’s degree in Food Science, Microbiology, Chemistry, or related scientific field (Master’s preferred)., • Minimum 5–7 years of progressive quality assurance experience in beverage or food manufacturing., • Experience in preserved, powdered, hot-fill, acidified, and low-acid food processing environments., • PCQI certification required., • LACF Supervisor certification required., • HACCP certification strongly preferred., • Strong working knowledge of FSSC 22000, ISO 22000, sanitation controls, and FDA food safety regulations., • Experience managing FDA, state, FSSC, and customer audits. This position operates in a manufacturing environment with exposure to production areas, laboratory settings, hot-fill lines, powder handling systems, retort or thermal processing systems, sanitation chemical handling, and warehouse facilities. The role requires strict adherence to GMPs, PPE, safety policies, and food defense requirements.

Job Description Virtual Financial Sales Advisor – Remote You’ve mastered sales. Now make it meaningful. Thrivent is more than a financial services company – we’re a community built around impact and generosity that empowers lives of service and faith. Here, base pay rewards your time, bonuses reward your talent, and our team culture rewards your heart. As a Virtual Financial Advisor, you’ll use your strong sales skills to connect, influence and guide clients toward financial clarity and confidence. This role is ideal for those who thrive on building relationships and driving results through consultative selling. You’ll offer purpose-based advice across investments, insurance, banking and generosity. No cold-call prospecting or marketing is required; instead, you’ll have access to a large existing client base – many of whom have not connected with an advisor for years -- and the opportunity to engage your own natural market. Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll launch your financial advisor career with a strong foundation in sales and client service. Within 24-36 months, you’ll be equipped to join a local team or build your own practice with our support. This is a remote role. You’ll meet with clients virtually using tools like Zoom. You’ll also receive training and connect with your colleagues virtually, with occasional opportunities for in-person development and teambuilding. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you’ll: • Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith., • Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Have access to a large existing client base, and have the ability to help your friends, family and natural market., • Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar., • Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so. What You Bring Our culture and our people are special. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals, not just selling products., • A natural coach or guide with strong interpersonal skills., • Positive, energetic and results oriented. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • FINRA Series 7, 63/65 or 66 required or obtained within 90 days., • State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days., • Eligibility to be securities registered and insurance licensed in all 50 states., • Sales experience., • Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage., • A base pay of $24.03-$26.44 per hour with additional monthly sales bonuses based on sales results and your client impact., • Comprehensive medical, vision and dental., • 401(k) matching and a pension plan., • Life and disability income insurance., • Maternity/paternity leave as well as adoption and surrogacy assistance., • Tuition reimbursement., • Four weeks of paid time off, plus up to 20 hours of volunteer time off., • Well-being programs to help you manage your physical, emotional and financial health. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Job DescriptionWho We Are Willis Johnson & Associates is a fast-growing wealth management firm where operational excellence plays a critical role in delivering a consistent and high-quality client experience. Our clients rely on us not only for thoughtful financial advice but for reliable systems, precise execution, and seamless coordination behind the scenes. We work quickly, manage a high volume of client relationships, and maintain a high bar for accuracy and responsiveness. Our operations team plays a central role in ensuring the investment platform functions smoothly, allowing advisors and portfolio managers to focus on serving clients. If you enjoy building systems, improving processes, and solving complex operational challenges in a fast-paced environment, you will thrive here. If you prefer highly siloed roles or environments where operational improvement and innovation are limited, this will not be the right fit. The Opportunity We are seeking an experienced Investment Operations Manager to lead the operational infrastructure supporting the firm’s investment platform. Reporting to the Managing Director of Operations, this role oversees the daily execution and long-term improvement of investment operations, including trading workflows, portfolio accounting, reconciliation, billing, investment data management, and custodial coordination. This leader manages the Investment Operations team and serves as the operational bridge between the Investment Committee, Wealth Management advisors, custodians, and internal operations teams. The role is responsible for ensuring operational reliability while continuously improving systems, processes, and controls that support the firm’s continued growth. This role is ideal for a candidate who enjoys building scalable systems, improving operational efficiency, and leading teams in a fast-growing wealth management environment. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field, • Series 65 required or willingness to obtain within the first 60 days, • 5–8 years of experience in investment operations or wealth management, • Experience supervising and mentoring operations staff, • Strong understanding of trading workflows, portfolio accounting, reconciliation, and billing processes, • Experience working with custodians such as Fidelity or Schwab, • Familiarity with portfolio management platforms such as Orion, • Strong attention to detail, organization, and problem-solving skills, • Ability to manage multiple priorities in a fast-paced environment Preferred (not required): • CFA, CIPM, CFP, or similar industry designation, • Experience working in a growing RIA or institutional investment platform Investment Operations Leadership • Lead the day-to-day execution of the firm’s investment operations function, • Supervise Investment Operations Associates and Specialists, ensuring accurate and timely workflow execution, • Provide coaching, mentorship, and performance feedback to team members, • Balance workloads and manage operational priorities across the team, • Serve as the primary escalation point for operational issues Trading & Portfolio Operations • Oversee execution of daily trading workflows across custodians, • Ensure trades are implemented in accordance with portfolio models and client account guidelines, • Monitor account drift, cash balances, and portfolio allocations, • Coordinate closely with Portfolio Managers and Investment Analysts on portfolio implementation, • Oversee resolution of trade errors, corrections, and custodian exceptions Reconciliation & Operational Controls • Oversee daily and monthly reconciliation processes between custodians and portfolio accounting systems, • Ensure discrepancies are identified and resolved promptly, • Monitor operational risk and implement controls to ensure data accuracy and trade integrity, • Maintain operational documentation and process controls Performance Reporting & Data Quality • Oversee preparation and reconciliation of portfolio and model performance reporting, including maintenance of firm-wide reporting standards and oversight of GIPS-compliant monthly performance analysis, • Ensure investment data accuracy across custodians, portfolio accounting systems, and CRM platforms, • Review monthly reporting outputs and resolve discrepancies, • Support preparation of materials for Investment Committee meetings Billing Oversight • Oversee quarterly asset-based billing processes, • Review fee calculations and ensure billing accuracy, • Coordinate with Wealth Management teams to resolve billing exceptions Custodian & Platform Coordination • Serve as the primary operational contact with custodians such as Fidelity or Schwab, • Manage trade processing issues, reconciliation inquiries, and service escalations, • Oversee administration of investment operations systems such as Orion and ByAllAccounts, • Ensure integrations between custodial platforms, portfolio systems, and CRM systems remain accurate and functional Process Improvement & Operational Scaling • Identify opportunities to improve operational efficiency, automation, and reporting accuracy, • Support implementation of new operational systems and technology tools, • Maintain documentation of operational workflows and procedures, • Assist leadership with operational capacity planning as the firm continues to grow, • Support onboarding of new custodians, platforms, and investment capabilities Compliance & Cross-Team Collaboration • Partner with Compliance to ensure adherence to trading policies, regulatory recordkeeping, and operational best practices, • Assist with audit requests and regulatory inquiries related to investment operations, • Collaborate with Wealth Management teams to resolve complex operational client issues Technology Environment Our investment operations team works with a range of industry platforms including: • Orion Portfolio Solutions, • ByAllAccounts account aggregation software, • Custodial trading and reporting platforms (e.g., Fidelity Wealthscape, Schwab Advisor Center), • CRM systems and internal operational reporting tools Why Join Us • A collaborative, high-performing team with strong values and vision, • Opportunities for leadership, growth, and specialization, • Meaningful work supporting the delivery of exceptional client service, • An environment that rewards initiative, accountability, and operational excellence Compensation & Benefits • Salary range: $100,000 – $130,000 depending on experience, • Eligible for a 15% – 30% discretionary bonus based on performance, • 401(k) plan with firm contributions of up to 7% in the first year and up to 10% with tenure, • 11 paid holidays and 15 PTO days to use at your discretion, • Employer-paid Health, Dental, and Vision insurance premiums for individuals and families, • Employer HSA contributions, • Employer-paid Life and Long-Term Disability insurance D5qDm7suox

Job Description Crossmark, located in Houston, Texas, serves as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs. We are especially known for helping investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come. Crossmark is indirectly owned by a non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world we live in. Our team actively participates in volunteer initiatives and charitable causes. By supporting these efforts, we not only strengthen our communities but also foster a culture of empathy, collaboration, and social responsibility within our firm. This commitment reflects our Core Values: Integrity, Courage, Commitment, Proficiency and Professionalism. Position Description/Background: A successful candidate will possess superior communication skills, solid organizational skills, strong analytical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the sales process, the ability to effectively prioritize and knowledge of the capital markets. They must be self-motivated and adhere to our Core Values. Essential Duties and Responsibilities: • Develop and maintain relationships with existing financial advisors in order to market Crossmark’s products, as well as identify new sales opportunities within their territory to meet sales goals, • Raise and retain assets within a geographic territory by making proactive phone calls to financial advisors to share sales ideas, provide product information, gather marketing data and offer sales support, • Deliver effective presentations to promote Crossmark products, services and competitive advantages, • Series 7 and Series 66 (or equivalent) required or must be obtained within 90-days of hire, • Bachelor's degree required, • Minimum 1-year experience within the financial services industry, preferably in Sales, • Demonstrated relationship management skills, including the ability to work in a team environment, • Proficient in Microsoft Office products (Excel, Word, and PowerPoint), • Salesforce or equivalent CRM experience preferred, • Strong time management, organizational, and problem-solving skills Job Type: Full-time

Job Description JOB DESCRIPTION JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients. DUTIES AND RESPONSIBILITIES: • Oversees client planning, implementation, and service details., • Conducts investment reviews., • Responds to service issues., • Maintains client and practice management data., • Independently serves and grows existing investment clients. SUPERVISORY RESPONSIBILITIES: • This job has no supervisory responsibilities. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience., • Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP), • Computer skills required: Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software., • Familiarity with E-Money or similar preferred, • Some tax background a plus COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities • Prospecting for clients through referrals, personal observation and networking, • Developing and maintaining long-term relationships with clients, • Fact gathering and needs analyses to arrive at client-centric financial solutions, • Strong interpersonal skills and customer service focus, • Experience working with vlients virtually, • Market development/networking abilities, • Presentation and organization skills, • Strong work ethic, self-motivated and goal-oriented, • BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term. LOCATION: Mutiple Locations

Job Description Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country. For over 20 years our growth has primarily been through organic client acquisition and building out advisor support and infrastructure. SEIA is now looking for established investment advisors who are looking to take their practice to a higher, more independently owned level. Our unique value proposition hinges on the firm’s role of being a platform by advisors for advisors. Each advisor is an independent contractor, owning their own book of business. With the founding partners also having advisory practices, the firm’s future and management is driven by the advisors it serves. Our track record of retention speaks volumes of our culture. QUALIFICATIONS • Book of 50 to 200 million, • Clean U-4, • Series 7, 66 and insurance license, • Desire to grow your book, • Belief in continuing advanced education and designationsWE OFFER, • Extremely high payout grids that have never gone down., • Full office support so you only focus on client relations., • A Culture of sharing best practices and collaboration.

Job DescriptionBenefits: • 401(k), • Company parties, • Competitive salary, • Dental insurance, • Employee discounts, • Free food & snacks, • Free uniforms, • Health insurance, • Opportunity for advancement, • Paid time off RESPONSIBILITIES: • Consult customers with financial planning and investment options., • Assist customers with portfolio management and asset allocation., • Conduct financial reviews and recommend appropriate products., • Maintain compliance with financial regulations.QUALIFICATIONS:, • 3+ years of experience in financial services., • Analytical and communication skills., • FINRA Series 7 and 63 licenses preferred.

Job Description We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. They are also responsible for maintaining the client relationship as the first point of contact for clients. Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases. Why Willis Johnson & Associates? Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News. Essential Responsibilities • Input data into financial planning software, • Prepare comprehensive financial plans, reviews, reports and client presentations, • Prepare Wealth Managers and staff in advance to client meetings, • Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion, • Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff, • May perform basic investment research and research client’s company benefits, • Attend weekly Wealth Management meetings and bi-monthly Investment meetings., • Bachelor’s degree in Finance, Business, Accounting or Financial Planning required, • Master’s or Graduate degree preferred (Masters in Finance, JD, MBA), • One to three years working experience, or internship in similar industry, • Currently pursuing either CFP, CFA, or CPA designation, • Currently possess or pursuing the Series 65 securities licenses, • Strong technical and interpersonal skills, • Confident, poised and professional in appearance, • Ability to take on creative challenges and manage workload on tight deadlines, • Ability to collaborate and contribute to a team environment, • Experience in eMoney, Redtail CRM, and Orion software systems preferred., • Flexibility to work from where you are most comfortable – at home or in the office, except for required client and department meetings., • Collaborative, Positive Teammates, • Advancement Opportunities, • Autonomy in Your Role, • Professional Development Options, • Salary range: $65,000 - $80,000, plus quarterly bonuses based on company and personal performance., • Total Compensation Range with Bonus = $80,000 - $120,000., • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure., • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time., • 11 paid holidays and 15 PTO days to use at your discretion., • Employer paid Health/Dental/Vision insurance premiums for individuals and families., • Employer HSA contributions AAwaZ9Hfm0

Job Description Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking an Account Rep to join our team in the Housotn area to work within plan sponsor relationships in the tax-exempt markets. This position will be responsible for 403(b)/457 enrollment and education of the plan. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Advisor role, candidates must possess the following qualifications: • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred, • Securities registrations – Series 6, Series 63 (7/66 preferred), • Life & Health Insurance Licenses, • 3-5 Years proven sales track record ideally in the financial services field preferred, • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills: • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a), • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents, • Territory management and business development, • Relationship building, • Fund knowledge and product/pricing knowledge At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success – including: • Full access to the Voya brand, • Access to existing client base, • Wide array of financial products, • Technology and systems to enable you to efficiently manage your clients’ financial information and plans, • Turnkey marketing services, • Base salary Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Job Description Grow your career with a nationally recognized RIA while serving members of one of Houston’s premier credit unions. Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area. This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice. This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment. About the Opportunity As a Financial Advisor, you’ll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance. You’ll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business. This is a true growth opportunity. You’ll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program. What You’ll Receive • Competitive base salary plus commissions and inherited book, • Comprehensive benefits package and W-2 employment structure, • Active referral pipeline from engaged Credit Union membership, • Office space and marketing resources provided by PFG and the Credit Union, • Access to PFG’s advisor support team, Orion technology, Salesforce CRM, and full FinTech suite, • Training, compliance, and succession planning support from PFG’s leadership team, • Licensed Financial Advisor (Series 7 and 66 required), • 2+ years of client-facing advisory experience preferred, • CFP® designation is a plus, but not required, • Strong communication and relationship-building skills, • Passion for delivering client-first, fiduciary advice

Job DescriptionBenefits: • Free Leads, • Bonus based on performance As an Exclusive Financial Associate, you will help to build and protect the financial hopes and dreams of every member of our local communities by engaging existing customers and building strong relationships in the community. You will apply your passion for life insurance and financial services to increase the customers understanding of the value of insurance and cultivate long-term relationships with trusted advice. Responsibilities • Achieve sales goals through generating new business and cross-selling existing Allstate customers., • Identify and qualify sales leads generated from a variety of sources., • Help protect customers by offering products that will meet their needs., • Serve your local community by helping them prepare for lifes uncertainties., • Educate prospective customers on how to protect their families and assets., • Provide a positive customer experience.Job qualifications, • Current, active Life and Health license and Series 6/63 or Series 7/63 registrations. Series 65/66 a plus., • 2+ years of life insurance/securities financial services experience, • Confident, motivated individual who works well independently., • Able to multi-task, follow through and follow-up., • Have excellent verbal and written communication skills.Benefits may include:, • Comprehensive on-the-job training., • Uncapped commission, • Bonus program, • Leads may be provided., • Continuous learning and development., • Positive work environment., • Advancement opportunities.Since this is a career opportunity with an Allstate financial specialist, the actual job responsibilities, qualifications, compensation and benefits will be determined solely by the financial specialist. Allstate is not the employer and has no involvement in agency HR practices. However, agents and financial specialists typically choose to offer base plus commissions and actual compensation will depend on your experience and the hiring agency. Actual benefits offered will vary and may not include the benefits listed above. Good Work. Good Life. Good Hands The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo and shape the future for the greater good. Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them. Flexible work from home options available.

Job Description Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications: • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred, • Securities registrations – Series 7, 65 & 66 preferred, • Life & Health Insurance Licenses, • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills: • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)), • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents, • Territory management and business development, • Relationship building, • Full access to the Voya brand, • Access to existing client base, • Wide array of financial products, • Technology and systems to enable you to efficiently manage your clients’ financial information and plans, • Turnkey marketing services, • Transition assistance, if applicable, • Competitive base salary + commissions Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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