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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Position Type: Regular In addition to the salary range, this role is also eligible for branch bonus and incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors. FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey. Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. When meeting with clients you will: • Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals., • Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs., • Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation. We place a premium on high performance, quality service and the ability to implement our strategy. Required skills include: • Active FINRA Series 7 license, • Series 66 (63/65) license, • Minimum of 5 years of financial experience, • Entrepreneurial and a self-starter mentality, • Polished and persuasive interpersonal and verbal/ written communication skills, • Able to quickly learn new technology and use a variety of data and systems, • Open to ongoing coaching and development to achieve positive client outcomes and career aspirations, • Strong time management skills and productivity; ability to successfully balance competing priorities, • Learning mentality, as you gain an understanding of all the products and services at Schwab, • Extensive Schwab network to best address client concerns This role will require a Monday – Friday 5x8 schedule At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors. FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey. Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. When meeting with clients you will: • Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals., • Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs., • Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation We place a premium on high performance, quality service and the ability to implement our strategy. Required skills include: • Active FINRA Series 7 license, • Series 66 (63/65) license, • Minimum of 5 years of financial experience, • Entrepreneurial and a self-starter mentality, • Polished and persuasive interpersonal and verbal/ written communication skills, • Able to quickly learn new technology and use a variety of data and systems, • Open to ongoing coaching and development to achieve positive client outcomes and career aspirations, • Strong time management skills and productivity; ability to successfully balance competing priorities, • Learning mentality, as you gain an understanding of all the products and services at Schwab, • Extensive Schwab network to best address client concerns This role will require a Monday – Friday 5x8 schedule In addition to the salary range, this role is eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you’ll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members’ financial security. What you'll do: • Facilitate the member experience by answering phone calls, emails, and other requests from members., • Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states., • Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs., • Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels., • Maintain required Property & Casualty (P&C) licenses and state registrations., • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: • High School Diploma or GED equivalent, • Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed, • 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience, • Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: • US military experience through military service or a military spouse/domestic partner, • Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,529 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Risk and Controls Advisor (Mid-Level) for the Bank, you will be positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. You will be responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. You will manage risk assessment data and use critical thinking to identify key data-driven insights tied to first line of defense. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, Chesapeake, VA, Colorado Springs, CO, Phoenix, AZ, Plano, TX, San Antonio, TX and Tampa, FL. Relocation assistance is not available for this position. What you'll do: * Advise the business on how to strengthen and manage their control environment pertaining to oversight of procedures/process, accurate regulatory reporting and filing, document governance, Risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. * Perform ongoing supervision and oversight of business controls which may include the coordination of testing, root cause analysis, control design, and examining key Risk metrics to evaluate the effectiveness of established business controls. * Perform Risk data analysis, report preparation and trend analysis, utilizing business intelligence tools. * Partner with business owners to assist them in the identification of control failures and assesses the impact. * Assist with translating control deficiencies into action plans and facilitates effective and timely Risk remediation through action plan oversight; provide recommendations to enhance governance practices in alignment with Risk and compliance frameworks. * Maintain processes, procedures, and tools for managing exception alerts as they occur, including monitoring of resulting exception cases. * Provide control oversight to ensure compliance with laws and regulations. * Serve as a resource to team members. * Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 4 years of experience supporting risk-related, compliance-related, or business control design activities; OR 4 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline. * Knowledge of federal laws, rules, regulations, and applicable guidance to area supported for example: OCC Heightened Standards, BSA/AML, REG E, UDAAP/UDAP, TILA/REG Z, SCRA, FCRA, MLA. What sets you apart: * Highly proficient in bank consumer protection regulatory compliance, specifically within the Credit Card, Consumer Lending, and/or Real Estate lines of business. * Experience researching, analyzing, and testing regulatory requirements, with a focus on practical application and business impact. * Strong critical thinking skills, intellectual curiosity, attention to detail, and effective organizational capabilities. * Effective relationship-building and influencing skills, with a track record of collaborating effectively with business partners to drive meaningful change. * Strong written and verbal communication. * US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $77,120 - $147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Customer Accounts Advisor The salary range for this role is $16.25 to $17.00 per hour*. This position is also eligible for incentive pay based on performance. Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. Skills for Success Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. The Work • Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments., • Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone, • Sell customers on the benefits of timely lease agreement renewal payments, • Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals, • Assist with merchandise returns and guest deliveries as directed by management, • Clean and certify merchandise in the Quality Assurance Center for all items personally returned, • Complete and maintain weekly vehicle maintenance sheet and route sheets daily, • Load, secure and protect product in company vehicle, • Safely operate company vehicle, • Assist the Sales Team as needed, • United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18., • Must meet DOT requirements to obtain certification in required states (United States), • Ability to work schedule of hours varying from 8 am to 9 pm, • Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly, • Two years of retail/customer service experience preferred, • High School diploma or equivalent preferred, • Excellent interpersonal and communication skills, • High energy with the ability to effectively perform all functions of the store and multitasking effectively, • Proper telephone etiquette, • Uphold the Aaron’s Brand and protect company assets, • Maintain a professional appearance, • Proficient computer skills Aaron’s Total Rewards Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: • Paid time off, including vacation days, sick days, and holidays, • Medical, dental and vision insurance, • 401(k) plan with contribution matching *Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. **Benefits vary based on FT and PT employment status.

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 22-Oct-2025. The posting may close early due to the volume of applicants. Team Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs. What You Will Do: • Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations., • Communicate at an appropriate technical level with financial advisors, High Net Worth team, and clients to gain understanding of client's needs, aid in documenting client goals, articulate estate planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors., • Serve as a conduit to a third-party estate planning and legal advice service providers to implement estate planning strategies for clients. Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect client's financial plan to their estate and legacy goals. Clearly articulate services to be rendered to 3rd party service providers. Need to ensure that 3rd party advice aligns to EDJ advice and guidance., • Facilitate the timely delivery and execution of estate planning advice between the third-party service provider and High Net Worth team., • Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services., • Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies., • Help shape and inform High Net Worth client facing advice and guidance related to complex estate planning as well as provide input on future products and services needed to meet client needs. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $140400 Hiring Maximum: $239100 Skills/Requirements What Experience You Need: • Bachelor's degree in Business, Finance, Accounting or Law required, • Advanced degree (such as JD) required, • Series 7 and 66 required within 6 months of hire, • Insurance license required 6 months of hire, • CFP® preferred or obtained in accordance with firm policy, • Ability to travel up to 10% to target markets, • 11+ years of experience in the financial services industry preferred, • Direct client service experience as a member of a HNW client-facing professional team required, • Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings, • Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client, • Proficiency using financial planning software or tools and interpreting results, • Deep understanding of financial planning concepts and application, • Deep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals. Should also be familiar with implementation of these strategies for High Net Worth clients, • Ability to review High Net Worth client estate planning documents (i.e.trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning, • Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients, • Strong presentation and communication skills, • Personal initiative and ability to collaborate and build relationships, • Ability to lead small groups and present findings in a clear and concise manner, • Ability to lead a client meeting with multiple professionals Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants. Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former financial advisors (FAs) are unable to meet that obligation. The position requires flexibility, reliability and traveling full time to work in open offices. Desired candidates possess 2 or more years of experience as an Edward Jones financial advisor and are available to travel 100% with home visits scheduled every other weekend. Associates are responsible for managing travel expenses and submitting for reimbursement. Professional designations are strongly preferred. Key responsibilities: • Preserve and restore client relationships when a former FA is unable to meet those obligations., • Provide excellent client service and suitable investment advice during the transition period., • Provide initial contact and ongoing guidance and service to the clients., • Research and resolve any service issues or unfinished tasks., • Work in partnership with the boa to ensure a high level of customer service., • Keep the department apprised of any Compliance / Field Service concerns Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $61600 Hiring Maximum: $101600 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements • Series 7 and 66 licenses and insurance licenses required: life, health and variable annuity, • Insurance licenses required: life, health and variable annuity, • 100% travel, • 2+ years of experience as an Edward Jones financial advisor, • Extensive flexibility, reliability and strong decision-making skills, • Strong communication and organizational skills, • Strong telephone and customer service skills, • Bachelor's degree in a business-related field is preferred, • Professional designations are preferred Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO

Job Description Humboldt County District Attorney is a small business in Winnemucca, NV. We are professional, challenging, rewarding and our goal is to County Government. Offering up to $20,000 sign on bonus!!! Our work environment includes: • Growth opportunities, • Wellness programs, • Relaxed atmosphere DISTINGUISHING CHARACTERISTICS: An employee in this class is an "at-will" employee serving at the pleasure of the District Attorney. Essential Functions The duties listed below are examples of the work typically performed by the employee in this class. Not all assigned duties may be listed. Marginal duties (shown in italics) are those which are non-essential functions for this class. • Reviews law enforcement reports to determine charges to be filed; prepares complaints, affidavits, warrants, and summons; confers with law enforcement officers and witnesses; negotiates with defense attorneys' prepares motions and other pleadings for court; prepares case and witnesses for court; appears in court; conducts hearings and trials; advises police and probation officers., • May attend commission, board, or special district meetings as legal advisor drafts ordinances, rules, regulations, policies, and by-laws; prepares and negotiates contracts; provides legal advice, opinions, and interpretations to County departments and local government agencies., • Prepares legal documents, conducts discovery, negotiates, settles, and tries civil litigation cases., • Selects, directs, develops and evaluates department staff; instructs and trains staff to enhance staff capabilities, effective utilization of time, and improvement of the delivery of services; advises staff on resolution of problems, hears, responds to and resolves staff problems, concerns, complaints and grievances; administers discipline., • Provides advice and recommends disposition of civil paternity cases, criminal and civil non-support cases; interviews clients and defendants; negotiates agreements and settlements; tries non-support and contempt cases., • Interprets and applies laws, court decisions and other legal authorities for use in preparation of cases, opinions and briefs., • Prepares written legal reports, opinions, briefs, and appeals., • Advises law enforcement officers and others on criminal proceedings and procedures. Knowledge and Ability: Knowledge of principles and practices of criminal law, trial procedures and rules of evidence; legal research methods and judicial procedures; statutory and constitutional laws of the State of Nevada. Ability to research, analyze and apply legal principles, facts, evidence and precedents to legal problems; prepare and present statements of law, fact and argument clearly, logically, and persuasively in written and oral from in a variety of legal matters; manage a legal caseload; provide legal advice to a variety of public officials. Experience and Training: Any combination of training, education and experience that would provide the required knowledge and abilities. A typical way to gain the required knowledge and ability is: Graduation from law school with a J.D. degree. Other Requirements Special Requirements: Active Bar membership. Valid driver's license Company DescriptionHumboldt County Mission Statement Committed to maintaining an effective and efficient organization that is open and responsive to the needs of the community and works together for the benefit of all. Provides a safe, healthy environment, quality service that is accessible and sustainable with sound fiscal management. Plans for the future ensuring Humboldt County remains a great place to live, work, and visit.Humboldt County Mission Statement\r\n\r\nCommitted to maintaining an effective and efficient organization that is open and responsive to the needs of the community and works together for the benefit of all.\r\n\r\nProvides a safe, healthy environment, quality service that is accessible and sustainable with sound fiscal management.\r\n\r\nPlans for the future ensuring Humboldt County remains a great place to live, work, and visit.

Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Small Business Focus Tax Supervisor will oversee tax planning, compliance, and strategy for a portfolio of small business clients. A portion of the client base will be in the dental, medical, and veterinary industries. This role requires a strong focus on relationship management, acting as the primary point of contact for clients, addressing their tax concerns, and providing proactive tax advice tailored to their specific needs. The Tax Supervisor will review tax returns, ensure clients are compliant with tax regulations, and identify opportunities for tax savings. A key part of the role will involve building and maintaining long-term relationships with clients, offering personalized guidance, and ensuring exceptional service delivery. Strong communication and organizational skills are essential, ability to review basic bookkeeping work, along with a deep understanding of small business tax laws and strategies. Responsibilities Tax Compliance -Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the Rea’s tax quality control policies -Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate -Communicates with clients and Assurance any issues identified in tax accrual reviews -Plans and reviews the tax process and the procedures to be performed to include: • Budgeting and staffing, • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior, • Timely billing including management of identified out-of-scope activity and communication to client Research -Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis -Applies most Firm and professional standards for preparation of WTA (“Written Tax Advice”) and tax returns ASC 740-10 (FAS 109 and FIN 48) Tax Accruals -Correctly and proactively applies Firm policies, standards, and Rea’s tax quality control policies regarding FAS 109 and FIN 48 -Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them -Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10 -Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates -Utilizes and manages STS (specialized tax services), as needed Tax Consulting -Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes -Considers the applicability of CTS (core tax services) and STS consulting specialties for each client -Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client -Serves as a technical resource -Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”) -Provides effective assistance with exam support -Frames projects and issues for effective delegation to seniors and associates Tax Specialization -Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits -May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists Strategy Development -Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits -Reviews studies of tax implications and offers clients alternative courses of action -Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Supervisory Responsibilities -Supervises associates, senior associates and supervisors on all projects -Reviews work prepared by associates, senior associates and supervisors and provide review comments -Trains Associates, Seniors and Supervisors how to use all current software tools -Acts as a Career Advisor to associates, senior associates and supervisors -Schedules and manages workload of associates, senior associates and supervisors -Provides verbal and written performance feedback to associates, senior associates and supervisors Requirements -Superior verbal and written communication skills -Ability to effectively delegate work as needed -Strong analytical, research and critical thinking skills as well as decision-making skills -Capacity to work well in a team environment -Capable of developing and managing a team of tax professionals -Ability to compose written tax advice -Capable of effectively developing and maintaining client relationships -Pursue new business leads and build and maintain strong relationships with centers of influence -Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Education -Bachelors degree in Accounting or other relevant field required -Masters degree in Accounting beneficial, masters degree in taxation beneficial Experience -4 to 5 years of prior experience in taxation -Prior supervisory experience License/Certifications -CPA or EA certification Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • 'Work From Anywhere' option, • Wellness Resources, • Four (4) weeks PTO, • Twelve (12) paid holidays, of which three (3) are floating holidays

Job Description Looking for a long-term career in a high demand industry with earning potential up to $150,000 a year? RWC International is a proven leader in the truck service and repair industry. RWC is a family-owned company that cares and we offer Competitive Wages, Paid Time Off & Holidays, Full Health Benefits and 401K match. We value what makes a family business successful: commitment, compassion, hard work, and a desire for each other to succeed. RWC International is committed to the long-term development of our team members. We offer paid training and carefully mentor each technician. No matter your level when you join us, we want to help you grow. POSITION OVERVIEW We are seeking motivated and driven Technicians with all levels of knowledge, experience and skill set to perform maintenance, diagnostics and repairs of commercial vehicles and associated components for all makes and models. Valid Drivers’ License required; CDL license preferred. Salary range for Technicians (depending on knowledge and experience) can range from $45,000-$150,000+ DUTIES & RESPONSIBILITIES • 2nd Shift - 1:30pm - 10:00pm Monday - Friday, • Performs work as outlined on repair order with efficiency and accuracy, in accordance with company and factory standards., • Diagnoses cause of any malfunction and performs repair., • Saves and tags parts of the job if under warranty or if requested by the customer., • Examines assigned vehicle to determine if further safety or service work is required or recommended., • Communicates with service advisor/leadman immediately if additional work is needed, if work outlined is not needed, or if repairs cannot be completed within the promised time., • Documents all work performed and recommended on the repair order., • Participates in manufacturer sponsored training programs, schools, and events., • Keeps abreast of manufacturer technical bulletins., • Supervises work of any apprentice technicians as assigned., • Any other duties as outlined by the Service Manager or Shop Foreman., • Maintains and is accountable for all company-owned tools and manuals. Returns them to the proper place and in the same condition as when they were received. KNOWLEDGE AND ACTIVITY REQUIREMENTS Employee safety is important at RWC. The technician position is a safety sensitive position and falls under the requirements of RWC Drug and Alcohol policy. • Hands on experience as a diesel technician preferably with dealership experience, • Navistar Engine, Cummins Engine Certification preferred., • ASE Certification preferred., • Diagnostic skill/experience & attention to detail., • Considerable knowledge of the design, adjustment, operations, maintenance, and repair of diversified mechanical and electrical equipment including light, medium, and heavy diesel engines., • Valid Drivers License required Must be able to successfully pass a background check and a pre-hire drug and alcohol test. M/F/V/H

Job Description Service Advisor Camelback Subaru At Camelback Subaru, we pride ourselves on being a respected organization built on integrity, hard work, and exceptional care for our employees, customers, and business partners. Every team member is vital to our success, and we are dedicated to delivering the award-winning service and value that our community has come to expect. Benefits: * Competitive Pay * Medical, Dental, and Vision Insurance * 401(k) Plan * Paid Vacation * Paid Sick Days Responsibilities: * Manage service orders and coordinate the flow of the Drive Lane to ensure customers receive timely, courteous, and effective service * Own the customer experience by handling inquiries both in person and over the phone, providing concierge-level support * Ensure technicians’ time is efficiently scheduled and service appointments are optimized * Answer technical questions related to vehicle issues, warranties, services, and repairs * Assist in diagnosing vehicle problems and communicate effectively between customers and technicians * Maintain customer satisfaction scores in line with company standards * Support warranty claims administration and coordinate with service department staff as needed * Adhere to all company policies, standards, and applicable laws and regulations * Foster positive relationships with customers, employees, and factory representatives Qualifications: * Friendly and organized with excellent communication skills * Proven ability to manage customer relationships and deliver outstanding service * Strong time management and multitasking skills * Professional appearance and demeanor * Consistent track record of positive customer satisfaction * Self-motivated and able to work independently as well as part of a team * Clean driving record and valid driver’s license Equal Opportunity Employer: Camelback Subaru is an equal opportunity employer and prohibits discrimination or harassment based on race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. by federal, state or local laws.

Job DescriptionAt Camelback Volkswagen Subaru, we strive to conduct our business as a well-respected organization; with integrity, hard work, and with the highest care for our people, customers, and business partners. Every employee at Camelback Volkswagen Subaru is absolutely critical to our success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership group throughout the years. We are looking for dedicated, enthusiastic, and motivated professionals who share the same vision and passion that we do. Benefits • Paid Training, • Health Insurance, • Dental and Vision Insurance, • 401(k) Plan Company Matching, • Paid Vacation, • Paid Sick Days, • Competitive Pay, • Flexible ScheduleResponsibilities, • Oversee service orders and flow of Drive Lane. Ensure that customers receive prompt, courteous, and effective service, • Take ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer, • Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled, • Ensure the daily inventory of technicians' time is consistently sold to service customers, • Distribute work between technicians efficiently, • Answer technical questions about vehicle problems, warranties, services, and repairs, • Maintain Customer Success Index at or above company standards, • Assist in diagnosing vehicle problems; order parts and tools as necessary, • Oversee administration of warranty claims as well as training and supervising of service department, • Reinforces company policies and adheres to company standards, • Encourages compliance with applicable laws and regulations, • Maintain good working relationship with factory(s) and foster positive employee relationsQualifications, • Organized and friendly personality, • Demonstrated ability to manage others, • Time management skills, • Fantastic communication skills with your customers, • Professional, well-groomed personal appearance, • Consistent record of service and sales success, • Strong record of positive customer satisfaction results, • Team oriented and self-motivated, • Able to work with little supervision, • Clean driving record and valid driver’s licenseWe are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description A Snapshot of WFS Group: WFS Group is a high-performance sales agency that delivers “done-for-you” sales solutions for growth-stage companies. Our clients outsource their sales function to us—from individual SDRs and closers to full teams—and we build the systems, processes, and talent to drive real revenue. We’ve made our mark in the online education and coaching space, and we’re now expanding into SaaS and B2B markets—bringing our outbound expertise and tech-enabled sales ops to new verticals. Whether it’s inbound, outbound, or full-cycle—we build sales engines that scale. Position Overview: We’re looking for a builder. Someone who doesn’t just manage sales teams but architects end to end outbound systems that drive predictable, scalable growth. You wake up thinking about buyer journeys, pipeline velocity, and how to make every outreach touch smarter, not louder. You’re equal parts strategist and operator obsessed with process, performance, and people. As our Director of Sales Development, you’ll own the entire outbound engine from top to bottom: refining ICPs, designing messaging frameworks, implementing tech tools, standing up SDR workflows, and launching campaigns that generate new revenue on repeat. You’ll work closely with leadership (yes, including the CEO) to shape our GTM motion, scale the team, and make outbound a true growth discipline not just a numbers game. We’re looking for someone who’s already done this. Someone who can build a world-class SDR department and cold outreach engine from scratch, roll up their sleeves when needed, and bring a proven outbound playbook to life. This is your opportunity to build the outbound engine of your dreams. No legacy systems limitations, no bureaucracy, just a blank canvas and a clear mandate: build something exceptional to lead our entire outbound SDR service. You SHOULD apply to this role if: * You’ve built an outbound B2B sales motion from scratch before and can’t wait to do it again * You have a unique multi layered list building process that incorporates intent and leads to the highest response rates * You love mapping buyer journeys and creating repeatable, multi-touch outreach strategies * You have had success building omni channel multi touch campaigns that leverage both automation and human SDRs * You have a sixth sense for messaging that lands, and you aren’t afraid to test bold ideas * You’ve managed SDRs/BDRs and know how to coach them to quota * You get excited about tools like Apollo, Clay, HubSpot, and Outreach.io * You’re passionate about pipeline visibility, CRM flows, and data-driven decisions * You’ve got a system for everything—from list building to lead routing to lead scoring * You love being both a strategic advisor and a tactical operator * You’ve seen firsthand how outbound, when done right, can be a rocket fuel for growth * You thrive in a fast-paced, high-autonomy, “build-as-we-go” environment You SHOULD NOT apply to this role if: * You’ve only ever managed inbound sales teams * You need a fully built system handed to you * You’re intimidated by building outreach frameworks, tech stacks, and SDR teams * You think cold outreach is “dead” 🙄 * You aren’t comfortable reporting directly to senior leadership or being held accountable to revenue outcomes * You don’t enjoy experimentation, iteration, or rapid change * You have an overall understanding based on concept & theory but wouldn’t know the actual steps to take to get it done from end to end * You struggle to communicate clearly across departments (sales, ops, marketing, etc.) * You’re allergic to CRM tools, KPIs, and dashboards * You’re not excited by the idea of building something world-class from the ground up Major Roles & Responsibilities: * Architect and lead our outbound B2B sales strategy—owning everything from ICP refinement and messaging to tech stack & cutting edge tools * Build scalable outbound playbooks and cadences across email, phone, LinkedIn, and more * Integrate AI-powered tools for outreach personalization, automation, and lead scoring * Stand up and manage SDR/BDR workflows—set quotas, talk tracks, and coaching rhythms * Select and optimize our outbound tech stack (Apollo, Instantly, Clay, Salesloft, Outreach, HubSpot, etc.) * Develop and manage list-building, lead sourcing, and segmentation strategies * Create performance dashboards, activity benchmarks, and outbound KPIs * Continuously test outreach variables to improve reply rates and conversion * Partner with Sales Ops and Marketing to ensure outbound aligns with company-wide GTM strategy * Build processes that scale—laying the foundation for a repeatable, high-performing outbound engine * Coach with clarity, lead with data, and drive results with zero fluff Required Experience: * 2+ years minimum owning outbound sales strategy in a B2B environment (In SaaS specifically is a huge plus) * Deep experience with enterprise sales cycles and high-ticket service offerings * Track record of building outbound sales processes, tech stacks, and SDR teams * Familiarity with the full outbound toolkit: Apollo, Clay, Instantly, HubSpot, Salesloft, etc. * Strong operational chops—you think in systems, not just scripts * Ability to work cross-functionally with Sales Ops, RevOps, and Marketing * You’ve built dashboards and know your way around CRM logic, lead routing, and lifecycle stages * Bonus if you’ve worked in the agency, coaching, or alternative education space * Huge bonus if you’ve got the receipts—case studies, success metrics, and a few war stories to go with 'em Pay: $70,000.00 - $120,000.00 per year Compensation package: * Bonus opportunities * Commission pay * Uncapped commission Schedule: * Monday to Friday Work Location: Remote Compensation Range: $70K - $185K

Job DescriptionDIVISION BROKING LEADER – COMMERCIAL LINES WORLD DIVISION - West POSITION SUMMARY The Division Broking Leader is a strategic and influential senior broking leader with a proven ability to negotiate and drive optimal outcomes for clients and prospects across diverse market segments. The DBL leads and orchestrates all broking activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance coverages, carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, carrier partners, and internal stakeholders, fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices. RESPONSIBILITIES • Lead placement strategy with World Client Advisors and Account Executives to achieve optimal outcomes for clients and prospective clients, • Drive a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients, • Maintain productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World’s key Trading Partners, • Participate as requested in client and prospective client introductory, strategic, planning, and proposal meetings, and represent World in a professional and responsive manner, • Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients, • Collaborate with peers and national resources as necessary to ensure client’s and prospective client’s coverage needs are comprehensively addresses, • Manage business models in accordance with corporate KPIs, • Exhibit strong leadership capacity in training, developing, supervising, and appraising associates to ensure they experience a productive and fulfilling career path at World, • Productively and with clear vision, lead a team of diverse placement professionals who possess varying levels of expertise and skill in distant locations to achieve defined goals and objectives, • Serve as primary internal source of information concerning market trends, pricing practices, and other underwriting policies, • Assist in developing Broking Practice policies and procedures to support our commitment to continuous improvement, • Comprehensive understanding of World’s scope of expertise, structure, distribution strategy, and value proposition, • Broad and diverse knowledge of the global insurance industry marketplace including:, • Middle market and large account segments, • All property and casualty products, • Excess and Surplus Lines marketplace and how to access, • London and Bermuda market facilities, • Property and Casualty program designs including guaranteed cost/first dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management, and alternative risk, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Strong leadership capabilities+, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape, • Committed to working in a shared leadership environment and among cross-functional teams and promoting World values of collaboration, excellence, leadership, innovation, and integrity, • Lead through empowerment, engagement, collaboration, feedback, and buy-in from others, • Collaborate with Practice Leaders, Division Leaders, Division Growth & Service Leaders to ensure Broking objectives are in accordance with World corporate objectives, • Stay aligned with customer acquisition strategies to ensure Broking activity effectively supports business growth initiatives, • Support and embed World workflow processes and procedures, • Represent World brand to the global marketplace in a professional manner, • Identify creative ways to work more efficiently with our key trading partners, • Identify and maintain close relationships with World’s key trading partners decision-makers at regional management level, • Encourage other associates to align with World initiatives, values, and principles, • Minimum 10 years industry experience in risk management and insurance brokerage, underwriting, and carrier relationship management role; or in combination, • Minimum 5 years in leadership role with high-performing, successful teams, including goal setting and associate performance review responsibilities, • Proficient in all Microsoft office products, • Preferred insurance designation such as CPCU, CIC, or ARM, • 4-year college degree from an accredited institution or equivalent professional designation #LI-MF1 #LI-REMOTE Powered by JazzHR a2HOqg1t4s

Job DescriptionThe job duties of an Auto Service Advisor may include: • Greeting customers and scheduling service appointments, • Cataloging customers concerns and comments, • Writing service orders and descriptions of problems and repairs, • Translating customers repair problems into standard repair terminology, • Explaining repairs to customers, • Test-driving vehicles to confirm service repairs, • Estimating the cost and time needed for repairs, • Greeting customers and directing them to available mechanics., • Consulting with mechanics regarding necessary repairs and possible alternatives to expensive repairs., • Using your knowledge of our products and services to sell or provide in-depth information about available parts and service options to customers., • Answering questions about service outcomes and scheduling and booking appointments, vehicle drop-off, and vehicle pick-up., • Providing customers with information and advice on warranty protections, potential cost savings, and the advantages of trading in versus fixing their car., • Managing and overseeing the dealership's workflow and schedule., • Calling customers to advise them about service changes or car pick-up times., • Maintaining positive customer relationships to ensure repeat business., • Ensuring all details on services rendered and costs are related to customers and processing their payments., • Liaising with service technicians about parts ordering and ensuring parts are available when needed.

Job DescriptionSalary: $25 EOD AZ Euros is Hiring Service Advisor Wanted! AZ Euros is a private European dealer alternative dedicated to top-quality service, transparency, and building trust with our customers. We specialize in European vehicles and pride ourselves on delivering dealership-level expertise with a personal touch. Were looking for a passionate, customer-focused Service Advisor to join our team! If you love cars, excel at communication, and thrive in a fast-paced environment, wed love to meet you. What Were Looking For: • Passion for the automotive industry, especially European makes, • Excellent communication and customer service skills, • Experience in a service advisor role preferred, • Familiarity with Shop-Ware and AutoVitals is a plus, • Work with a team of automotive enthusiasts who value quality and integrity, • A customer base that trusts and appreciates our expertise

Job DescriptionJoin Our Team at Half Price Auto Repair & Performance! Are you passionate about delivering exceptional customer service in the automotive industry? Look no further! Half Price Auto Repair & Performance is on the lookout for dynamic and dedicated individuals to join our team. As a leading name in the automotive repair and performance sector, we take pride in offering top-notch services at unbeatable prices. If you're enthusiastic, customer-focused, and thrive in a fast-paced environment, we invite you to be a part of our family. Join us in providing stellar service to our valued customers while enjoying the satisfaction of being part of a team that excels at delivering quality automotive solutions at half the price! ResponsibilitiesCustomer Interaction • Greet customers warmly and assess their service needs., • Act as a knowledgeable point of contact, providing information on available services and explaining repair recommendations., • Maintain strong communication throughout the service process, updating customers on the status of their vehicles.Service Consultation, • Conduct thorough vehicle inspections to identify and document service requirements., • Consult with customers to gather information on vehicle issues and provide accurate service estimates., • Prioritize and communicate recommended repairs based on urgency and customer needs.Scheduling and Coordination Efficiently schedule service appointments and manage service bay workflow. * Coordinate with the service team to ensure timely completion of repairs. * Monitor and communicate any changes in the service timeline to customers. Documentation and Record Keeping • Accurately document customer information, service requests, and vehicle details., • Prepare and present service quotes, ensuring transparency in pricing., • Maintain organized and detailed records of customer interactions and service transactions.Customer Satisfaction, • Strive to exceed customer expectations by delivering outstanding service., • Address customer concerns or questions promptly and professionally., • Collaborate with the service team to resolve any issues and ensure overall customer satisfaction.Qualifications, • Excellent interpersonal and communication skills., • Ability to build rapport with customers and provide a positive service experience., • Basic understanding of automotive systems and repairs., • Willingness to continuously learn and stay updated on industry trends., • Strong multitasking and organizational abilities to manage a fast-paced service environment., • Computer Proficiency: Familiarity with service management software and basic computer skills., • Ability to work collaboratively with service technicians and other team members.Benefits, • Competitive salary, ongoing training opportunities, and a supportive work environment

Job DescriptionCompany Description J.D. Power Names Christian Brothers Automotive #1 In Customer Satisfaction For Aftermarket General Maintenance for 6 years running! Benefits: • Industry Leading Pay, • Closed Every Weekend To Spend Time With Family & Friends, • Health Benefits Available, • Paid Vacation & Holidays, • On-Going Training & Career Advancement, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Continuous Training Available Through The CBA Flywheel Learning SystemJob Description Job Title: Automotive Service Advisor / Writer Location: 4075 E. Cottonwood Ln. Phoenix, AZ 85048 Job Overview: As an Automotive Service Advisor / Writer with Christian Brothers Automotive, you are the person that our guests look to when they need help with their vehicle. You are the person that our guests see every time they make an investment into their vehicle, because of these reasons you play a large role in building relationships with our guests. Service Advisors have the responsibility of taking our guests through the entire repair process, keeping them informed of the status of their vehicle and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet every guest that enters our facility with hospitality and respect, • Present the best solution to properly repair our guest's vehicle in a way that is easy for them to understand, • Manage the store’s workflow in an effective and efficient manner, • Consistently and effectively sell our services without jeopardizing honesty and integrity, • Maintain a positive attitude and team atmosphere at all times, • Communicate on the phone in a clear professional manner, • Build long-term relationships between the store, yourself and the guest, • Directs, coordinates, and participates in performing customer service activities, • Shuttle guests as needed, • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed., • Other duties as assigned.Qualifications Qualifications: • Current & valid driver’s licenses, • Driving record acceptable to our current insurance carrier, • Proficiency in Windows based computer software and automotive store applications, • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm, • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 315+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

Job DescriptionBenefits: • Dental insurance, • Employee discounts, • Free uniforms, • Health insurance Customer Service Prioritize customers in every interaction, striving to exceed their expectations. Maintain a positive atmospherefind ways to accommodate customers and ensure their satisfaction. Adhere to Meineke procedures for welcoming customers, gathering information, explaining the inspection process, and obtaining signed work orders before commencing any work. Educate customers on inspection results, communicate the benefits and value of any necessary work, answer questions, and perform needed repairs according to Meineke protocols. Follow Meineke procedures for customer check-out, including reviewing work done, seeking feedback, scheduling follow-ups, and informing customers about the CSI program. Proactively communicate with customers throughout their visits, keeping them informed and managing issues as they arise. Aim to achieve a 70% email collection rate. Sales Meet weekly and monthly personal sales targets. Contribute to the overall center sales goals. Conduct role-playing presentations with team members before presenting to customers. Phone Procedures Always adhere to Meineke phone procedures, including daily role-playing to maintain skills. Regularly review recorded calls to identify areas for improvement. Assist in training and role-playing with other team members as needed, helping others stay proficient. Building Estimates Possess comprehensive knowledge of Mkey to efficiently build complete repair tickets. Utilize Job Builder, sales packages, and ISE to construct thorough estimates for all work recommended by technicians. Prepare complete repairs, incorporating all relevant parts, services, accessories, and labor to protect the customer's investment and ensure proper vehicle system functionality. Order parts from approved vendors promptly, track arrival, and verify with technicians to ensure accuracy. Assign invoices to the correct RO numbers. Ensure full documentation on every ticket, including inspection sheets, estimates, work orders, final invoices, battery test forms, etc. Center Upkeep Work proactively to maintain a clean, comfortable, and professional center image at all times. Assist with regular center maintenance as needed. Manage cores, returns, inventory deliveries, and other upkeep tasks as requested. Perform closing duties as required, including closing the day in Mkey, bank deposits, cash audits, etc. Teamwork Be a team player and help others achieve their goals. Take initiative on tasks that need to be done without waiting to be asked. Train and teach new team members as necessary. Contribute to a positive and productive team environment. Additional Duties Follow all center policies and procedures. Perform any additional tasks as requested. Lead Service Advisor Responsibilities (Everything above plus below duties) Assist the Shop Manager with back-office and financial tasks, including maintaining accurate daily records of customer transactions and daily center business, ensuring easy access at any time. Track cores, returns, labor warranty claims, and other vendor financials daily to ensure accuracy and manage margins. Resolve any outstanding customer issues or complaints satisfactorily. Manage the daily customer callback process to ensure calls are being made and appointments are being set. Monitor online reviews and Meineke CSI scores regularly; follow up on outstanding issues and train team members on areas for improvement. Assist the Lead Technician in ensuring the shop runs efficiently.

Job Description Service Advisor/ Writer ABOUT US Drive Automotive Services operates 40 + full-service auto repair locations in 5 states. Our brands are Service Street, Pride Auto Care, Kerry’s Car Care, Aloha Auto Care, Elite Auto Repair, Pioneer Automotive, Cinco and Fulshear Tire and Auto. Our locations specialize in top-of-the-line automotive repair and maintenance for all makes and models. Our company is looking for a qualified Service Advisor/ Writer. RESPONSIBILITIES: • Greet customers and assist them with any inquiries they may have, either by phone or in person., • Perform vehicle inspection and document of customer concerns to enable the technician to properly diagnose and service the vehicle., • Document repair orders thoroughly and follow through to ticket/customer completion., • Proactive communication with Automobile Technician for status updates and any changes that need to be communicated with customer., • Keep customers informed of completion times, service expenses, and possible changes in a timely manner., • Know the product well enough to answer characteristic and operational questions regarding the customer’s vehicle., • Perform opening and closing procedures and bi-weekly timekeeping procedures in the absence of the General Manager., • Follow all safety protocols by wearing applicable PPE (personal protective equipment), • Follow all established procedures (phone scripts, documentation, ordering of parts, customer signature policy, etc.), • 2-3 years of sales experience., • Proficiency in Microsoft Office and Computer software., • Excellent interpersonal skills, verbal and written communication skills., • Ability to identify issues and offer resolutions to customer automobile repair needs and communicate effectively with the customer., • Must have initiative and the ability to work in a team-environment or independently, • Health, Dental, & Vision Insurance, • Long-Term and Short-Term Disability, • Accident & Critical Insurance, • Life Insurance, • 401K Retirement plan with employer match., • Paid Time off, • Closed Sunday’s, • On the Job Training, • Potential bonuses based upon store performance and sales., • Employee Discounts At Drive Automotive, our Brands are more than just automotive repair and tire sales, we’re a team of passionate problem-solvers, trusted advisors, and skilled technicians united by a shared commitment to excellence. Our culture is built on respect, integrity, and the relentless pursuit of doing what’s right – for our customers, our teammates, and our communities! We believe the best investment we can make is in our team. That’s why we provide opportunities for growth, ongoing training, and a workplace where every teammate feels valued and empowered. Whether you’re turning a wrench, leading a team, or greeting customers at the front desk, your role matters, and your voice is heard. Here, hard work is recognized, great results are rewarded, quality is non-negotiable, and teamwork drives everything we do. If you’re looking for a place to build a career, make an impact, and be a part of a company that truly cares, you’ve found it. Welcome to a company where you don’t just fit in, You stand out!! NOTE: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above-listed are major responsibilities of this position. They are not intended to cover each aspect of the position, as the scope and duties of a given position may change, or be temporarily altered, based on the business needs of the Company. Drive Automotive Services is an equal opportunity employer that values diversity at all levels. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Join Our Dynamic Team at Summit Business Group Position: Direct Sales Leader Number of Openings: 1 Territory Sales Leadership Position Available About Us: Summit Business Group isn't just an insurance agency; we're a close-knit family committed to delivering top-tier supplemental benefits plans to small and medium-sized businesses and their employees. Our culture revolves around fostering genuine connections and offering empathetic support to all we serve. If you thrive in roles where your contributions directly impact the well-being of others, then our Direct Sales Leader role is tailor-made for you. The Role: We believe in leadership by example anda Direct Sales Leader, you'll have the opportunity to lead by example while fast-tracking into a position where you'll train and mentor others. Leveraging your extensive sales background, you'll absorb and implement our proven sales process, ensuring seamless execution in the field. Within the first 90 days, you'll transition into a hybrid sales/training role, guiding and empowering new team members to excel while building and maintaining your own book of business. Out in the field, you'll autonomously manage your schedule, aligning your hours with the business needs of your clients. Your primary focus will be on cultivating enduring relationships with business owners and key stakeholders, adeptly assessing their needs, and presenting customized insurance solutions that genuinely enrich their lives. Utilizing our cutting-edge Salesforce CRM, you'll engage potential clients through a combination of cold calls and face-to-face interactions. Your aim isn't just to close sales but to become a trusted advisor, offering ongoing support and guidance, particularly during the claims process, to ensure client satisfaction. What We're Looking For: • A minimum of 10 years of sales experience, preferably in customer-facing or outside sales roles., • Demonstrated ability to conduct comprehensive training cycles, both in-person and online., • Exceptional organizational, communication, and presentation skills., • A genuine passion for assisting and empowering clients, with a sincere commitment to their well-being., • Health & Life general lines license, or the willingness to obtain it within 90 days (with support from Summit). Position Overview: This is a leadership role in outside sales, operating within your designated territory. You'll receive extensive training to engage with small and medium-sized businesses across various industries, interfacing directly with business owners and decision-makers to offer industry-leading supplemental insurance products and services. Your responsibilities will include: • Responding promptly to client emails and phone calls., • Scheduling follow-up appointments with prospective and current clients to assess their evolving needs., • Participating in scheduled calls or meetings with your sales team or manager., • Prospecting new businesses, referrals, and existing clients for continued service., • Building and maintaining a robust book of business through proactive relationship development., • Collaborating with your sales team manager to establish and achieve monthly and quarterly sales targets and quotas., • Cultivating meaningful relationships with local business owners within your territory. Selling Business to business., • Setting your own working hours and providing weekly schedules to your sales manager., • Balancing cold lead generation and sales with warm leads and appointments with existing clients, leveraging provided sales leads and engaging in targeted cold-calling efforts. Virtual classroom training as well as hands-on sales training in your own territory * Weekly draw pay with bonuses and commission eligibility upon start * Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions * Advancement and promotions based on personal performance * Excellent ongoing professional development, advanced sales training, and leadership training * Increased schedule flexibility once you have an established book of business * Work around other like-minded, driven, caring people in a culture that feels like a family Additional Position Qualifications: * Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered) * Bachelor's degree or a minimum of 10years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 10 years of professional work experience who have relevant or specialized outside sales experience. Your New Journey:If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more and apply at:

Job Description OVERVIEW Act as the single point of coordination relocation services to transferees based on the client’s relocation policy. Services and related benefit consultation provided by the Relocation Consultant may include home marketing, home sale, home purchase, temporary or rental home finding, lease cancellation, and household goods movement. The Mobility Advisor works in the best interest of the transferee and client with the highest commitment to outstanding service and delivering an exceptional experience to the transferring employee. • Contact the relocating employee to review policy for services authorized by the client., • Perform "needs assessment" for each relocating employee to assist in coordinating authorized services, • Manage all exceptions and maintain communication with the corporate client on transferee issues, resolution, policy administration and ideas for improvement. This function could also include quarterly and year to date reports, daily or weekly contact with the corporate client., • Follow up with suppliers to ensure seamless delivery of services resulting in the best experience possible., • Coordinate origin home sale closing dates, temporary housing needs, and home purchase closing dates., • Effectively communicate and manage caseload maximizing efficiency while connecting with each transferring employee., • Complete required audits to ensure compliance with IRS guidelines, • Manage home sale programs, specifically Buyer Value Option (BVO) and Guaranteed Buyout Option (GBO), • For BVO programs:, • Assist employees in marketing their homes, • Evaluate offers and manage transactions, • Ensure tax compliance and cost-effectiveness., • For GBO programs:, • Arrange home appraisals and present guaranteed buyout offers, • Oversee marketing periods and execute company buyouts when necessary, • Manage property inventory and minimize carrying costs, • Ensure compliance with IRS regulations and industry best practices, • ·Manage vendor relationships (real estate agents, appraisers, etc.), • Ensure integrity of all data for each assignment in the Bristol system and understand ramifications to other departments if data is missing., • Bachelor's degree (B.S. or B. A.) or equivalent work experience required; Minimum of two years of Relocation and/or Real Estate experience is required;, • Previous experience with home sale, reviewing BMA's, marketing, inspections, appraisals and equity funding Strongly Preferred; We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive compensation, an extensive benefits package including paid time off, medical, dental and vision benefits and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive compensation, an extensive benefits package including paid time off, medical, dental and vision benefits and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Compensation & Benefits • Unlimited paid time off, • Medical, Dental and Vision Benefits, • FSA & HSA accounts, • 401k with 50% match, • Life and personal accident insurance, • Adoption assistance, • Tuition reimbursement, • Employee assistance program, • Marketplace for personal shopping discounts Connection and belonging at Bristol At Bristol Global Mobility, we are committed to leading a diverse and inclusive workplace where all our people are empowered to succeed. As a committed signatory of the UN Women’s Empowerment Principles (WEPs), CEO Action! and member of Includability, we are passionate about equal opportunities and actively encourage applicants from all backgrounds. If you have a disability or condition which may affect your ability to take part in our application process, please let us know and we will make reasonable adjustments for you.

Job Description Join the Winning Team at Peoria Ford! Peoria Ford, one of the most recognized and respected names in the automotive industry, is seeking a motivated and customer-focused professional to join our dynamic team. We are looking for a candidate who excels in communication, thrives in a fast-paced environment, and delivers exceptional customer service. The ability to multitask efficiently while maintaining a positive attitude is essential. At Peoria Ford, Customer Satisfaction (CSI) isn’t just a goal—it’s the standard, and we expect every team member to uphold it with pride. Benefits • Medical,Dental, and Vision Insurance, • 401K Plan + Match, • Paid time off and vacation, • Growth opportunities, • Continued Training to maintain skills., • Bonus Opportunities., • Paid Sick Leave, • Life insurance, • Employee vehicle purchase plans, • Employee Assistance Program / Access to mental health resources, • Greet customers promptly, • Obtain customer and vehicle information, • Clearly report all vehicle symptoms as described by the customer, • Determine and recommend maintenance base on age, mileage and history of vehicle, • Verify all warranties and vehicle coverage. (ESP factory, Aftermarket ESP contract Recalls), • Prepare a complete and accurate estimate of cost for labor and parts, • Establish follow up time, • Monitor the progress of each vehicle throughout the day, and update customers frequently, • Verify that the final invoice reconciles with the work performed on the repair order, • Proven record of achieving exceptional customer satisfaction, • Past experience as a service advisor, assistant lane manager or service consultant, • CDK and Xtime., • Very energetic personality, • A desire for a long-term career with a growing organization, • Personal and professional integrity

Job Description Medicine for Business and Industry (MBI) operates outpatient clinics specializing in acute injury care within an Occupational Medicine setting. Our services focus on treating occupational injuries. No chronic pain management! Our fully integrated EMR system enables providers to deliver high-quality patient care with minimal administrative responsibilities. MBI currently has 31 locations in Arizona, Colorado, California, and Nevada. Significant career growth opportunities are available for qualified candidates. Successful candidates come from various medical backgrounds including Urgent Care, Family Practice, Internal Medicine, Emergency Medicine, Sports Medicine and Orthopedics. Work Schedule: onsite hours at Goodyear on Saturdays from 8:00 AM to 5:00 PM, followed by on-call coverage from Saturday at 5:00 PM through Monday at 7:00 AM Summary: Under the supervision of a licensed physician, Physician Assistants and Nurse Practitioners provide healthcare services to patients in clinic and via tele-medicine according to the established principles of the clinical practice. APPs act as a medical consultant/advisor regarding the medical status of the clients presenting for physical examinations. Organizational Duties and Responsibilities: • Supports the values, mission, and vision of MBI Industrial Medicine, Inc., as evidenced by compliance with all organizational policies and procedures., • Supports the facilities positive interaction with others as evidenced by professional maturity, respect for others, a team centered approach, maintenance of confidential information, and appreciation of a variety of viewpoints and diversity in the workplace., • Exhibits effective communication skills, including proper use of corporate communication systems and chain of command., • Supports the strategic plan of MBI Industrial Medicine, Inc., as evidenced by a working knowledge of the organization’s goals, mission, and values, implementing them in daily practice., • Participates in strategic planning activities as requested by the Center or State medical leader., • Works in partnership with the Clinic Administrator and Center Medical Director to promote the best patient outcomes, work processes, and staff engagement. Job Functions: • Provides healthcare to patients both in clinic and via tele-medicine according to the established principles of clinical practice and the current organizational plan or need., • Consults Center medical director or on-site staff physician for recommendations on clinical management and treatment plans when needed., • Perform complete history and physical exams for the purpose of determining capacity to safely perform specified job functions., • Provide medical opinion regarding job accommodations if needed to safely perform specified job functions., • Participate in the legal process of workers’ compensation, including Samm’s calls, depositions, and testifying in hearings when requested., • Evaluate and manage the following conditions:, • Common occupational musculoskeletal injuries of the neck, back, and upper and lower extremities., • Work-related injuries to the head with or without loss of consciousness, assuming the individual is currently conscious and alert., • Work-related injuries to the chest or abdomen, with the possibility of hernias., • Work-related lacerations of the face, scalp, and extremities., • Work-related eye injuries, including foreign bodies to the eye, non-penetrating eye injuries, and chemical exposures., • Work-related rashes and other occupational skin conditions., • Occupational asthma and other work-related respiratory symptoms., • Treatment of non-displaced uncomplicated fractures, including interpreting radiographs, splinting, and orthopedic referral when appropriate., • Evaluation and management to include:, • Perform complete and accurate history and physical, including detailed documentation of current work-related complaint, mechanism of injury, activity and occupational limitations, leading to accurate diagnosis and medically appropriate management of the patient., • Being aware of OSHA recordability and rendering medically appropriate care, while being aware and sensitive to treatment which makes an injury recordable to the employer., • Prescription of appropriate medications and therapy., • Ordering and interpretation of radiographs., • Referral for specialized testing such as MRI, EMG as necessary and appropriate., • Referral for specialty care as appropriate., • Identification of appropriate limitations to activity at home and work., • Rendering an opinion regarding causality and work relatedness., • Communication with employers at the completion of the first visit to review the treatment plan and work capacity of the patient, and at times through the case as requested from the employer or when deemed necessary by the treating provider. Requirements: • Master’s degree and/or appropriate licensure to work as a N.P. or P.A., • Active full DEA license., • Current BLS certificate., • FMCSA certified for DOT exams within 90 days of hire., • Skills in exercising a high degree of initiative, judgment, discretion, and decision-making to achieve organizational objectives in a rapidly changing business environment., • Outstanding communication and interpersonal skills with the ability to communicate clearly and effectively both verbally and in writing., • Proficient computer skills. Ability to document efficiently in the electronic health record., • Customer service oriented; strong organizational skills and ability to develop relationships with staff, patients, and clients., • Must maintain confidentiality., • Valid driver's license and reliable transportation required., • Must be commutable to both our Goodyear and Kyrene clinics. Equal Opportunity Employer

Job DescriptionDescription: Position Primary Responsibilities: Aircraft Sales & Acquisition Specialist is responsible for leading the end-to-end process of managed aircraft transactions, including sourcing, evaluating, marketing, negotiating, and closing aircraft sales and acquisitions. This role requires deep knowledge of the private and commercial aviation markets, exceptional negotiation skills, and strong client relationship management. Secondary Responsibilities: The Retail Charter Sales Representative is responsible for generating and managing sales of private charter services to individual and group clients. This role involves identifying sales opportunities, building relationships with new and existing customers, and providing exceptional service throughout the charter booking process. The ideal candidate is a motivated self-starter with excellent communication skills and a passion for delivering tailored travel experiences. Requirements: Sales & Marketing: • Develop and manage a portfolio of managed aircraft operated by our Charter Department, • Create marketing strategies, sales materials, and listings for the acquisition of managed aircraft., • Identify and engage with prospective clients and sellers globally., • Conduct aircraft showings, demonstrations, and attend industry events/trade shows., • Proactively sell private charter services to retail clients through inbound and outbound calls, emails, and client meetings., • Provide detailed information about aircraft types, pricing, routing, and other charter options., • Develop and maintain a client portfolio by building strong relationships and offering personalized travel solutions., • Negotiate contracts, finalize booking details, and coordinate with operations to ensure seamless trip execution., • Monitor market trends and competitor activity to identify new sales opportunities., • Respond promptly to client inquiries and provide high-quality customer service before, during, and after flights., • Maintain accurate records of all sales activities using CRM software., • Source managed aircraft for Sherpa Air Charter Department., • Coordinate pre-purchase inspections and third-party appraisals for aircraft sales., • Negotiate terms of management contracts, purchase agreements, and LOIs., • Build and maintain long-term relationships with aircraft owners, brokers, and aviation professionals., • Serve as a trusted advisor to high-net-worth individuals, corporate flight departments, and charter operators., • It is required for the person fulfilling this position to communicate with the Internal Charter Operations Team; whether it is management, sales, or coordinators., • Responsible for involving Internal Charter Team in any sales and flight planning information with the client., • Creating an open-ended relationship with the Internal Charter Team to track all sales and promote best quality of service on all trips., • Bachelor's degree in Aviation, Business, Finance, or a related field (preferred but not required)., • 3–7+ years in aircraft sales, brokerage, or aviation consulting., • Experience with private/business aviation markets strongly [PH1] preferred., • Proven ability to develop and manage customer accounts — often high-net-worth individuals, corporations, or government agencies, • Experience working with OEMs, MROs, or aircraft brokers., • Deep knowledge of aircraft models, values, and market trends., • Excellent communication, negotiation, and presentation skills., • Proficiency with CRM systems, MS Office, and aircraft valuation tools (e.g., Vref, Aircraft Bluebook)., • Self-motivated and results-driven., • High integrity and professionalism., • Strong analytical and organizational skills. Sherpa Air will make reasonable accommodations in compliance with the Americans with Disabilities Act 1990 EEO/AA: Sherpa 6 does not discriminate based on race, color, national origin, sex, religion age, disability, sexual orientation, gender identity, veteran status, height, weight, or marital status in employment or the provision of services and is an equal access/opportunity/affirmative action employer. Benefits: We offer a competitive benefits package, covering the cost of medical for you and your family; we also offer dental, vision, health and wellness benefits and a generous retirement savings plan. We believe that our employees can manage their workload and their personal life, therefore we extend a generous PTO policy. This allows our employees to balance their lives as they see fit. Salary Range: The proposed salary range is reflective across all Sherpa Air locations, years of experience and skill levels. Salary negotiations will be based on a host of factors including but not limited to your geographic location, prior experience, relevant skills, education, and certifications.

Job Description Position Overview: We are seeking an experienced Automotive Service Advisor to be the primary point of contact between our customers and technicians. The ideal candidate will combine strong customer service skills, technical knowledge, and sales ability to ensure a smooth, professional, and efficient service experience. Responsibilities: * Greet customers and provide a welcoming, professional experience. * Understand and explain automotive services, repairs, and recommendations clearly and patiently. * Review digital inspections and provide them to customers in a professional and clear manner. * Prepare accurate estimates for recommended repairs and services. * Manage service appointments, workflow, and technician assignments efficiently. * Order and receive parts, and timely manage returns to include cores, defects, and warranty. * Maintain accurate service records and documentation using our service software (Mitchell1 experience a plus). * Monitor repair progress and communicate updates to customers proactively. * Handle multiple tasks in a fast-paced environment while maintaining professionalism and attention to detail. * Build and maintain strong customer relationships, encouraging loyalty and trust. * Collaborate with technicians to ensure timely, accurate, and high-quality service delivery. Qualifications: * Proven experience as an Automotive Service Advisor or similar role. * Strong customer service, communication, and interpersonal skills. * Solid understanding of automotive systems and repair processes. * Ability to explain technical issues to customers in a clear, patient manner. * Professional, courteous, honest, and detail-oriented. * Excellent time-management and multitasking abilities. * Strong computer skills; experience with Mitchell1 service writing tools a plus. * Ability to adapt and thrive in a fast-paced environment. What We Offer: * Competitive pay structure: hourly + commission, based on experience and verified past performance or salary history * Paid time off * Retirement benefits * Training and tuition reimbursement * Employee purchase discounts * On the job training * Opportunities for professional growth Why Join Us: Be part of a family-owned shop with a loyal customer base, a supportive team, and a reputation for excellence. Your work will be valued, your skills will grow, and every day will be engaging. Company DescriptionNew Dimensions is a busy, family-owned repair shop in Mesa’s Las Sendas / Red Mountain area. With over 20 years of loyal customers and a reputation for excellence, our team works on all makes and models—including European and highline vehicles. We offer competitive pay, paid time off, retirement benefits, training opportunities, employee discounts, and NO WEEKENDS. Join a growing team where your skills are valued and every day is rewarding.New Dimensions is a busy, family-owned repair shop in Mesa’s Las Sendas / Red Mountain area. With over 20 years of loyal customers and a reputation for excellence, our team works on all makes and models—including European and highline vehicles.\r\n\r\nWe offer competitive pay, paid time off, retirement benefits, training opportunities, employee discounts, and NO WEEKENDS. Join a growing team where your skills are valued and every day is rewarding.

Job Description Technical Customer Support Advisor Driven and customer-centric Technical Support Advisor with 1+ year of experience delivering exceptional service in dynamic, high-volume environments. Recognized for expertly resolving complex technical issues with a calm, solutions-oriented approach across both Microsoft and Apple platforms. Skilled at troubleshooting a wide range of software, hardware, and device concerns, ensuring a seamless customer experience every step of the way. Highly adaptable and self-motivated, with the ability to manage multiple systems, tools, and conversations simultaneously—all while maintaining clear, professional communication tailored to diverse user needs. Committed to continuous improvement through coaching, feedback, and staying current with emerging technologies. Core Strengths • Exceptional Communication: Clear, concise, and customer-friendly, both written and verbal, • Technical Troubleshooting: Skilled across PC, Mac, iOS, tablets, and various software environments, • Customer-Centered Mindset: Takes full ownership of the customer journey from issue to resolution, • Composure Under Pressure: Remains calm, patient, and professional in challenging situations, • Time & Task Management: Efficient multitasker with strong research and documentation skills, • Full availability for rotating 8-hour shifts within a 12-hour window (e.g., 5am–5pm, 6am–6pm), including weekends, • Education: High School Diploma or GED (required) Because we're locally owned, we live in and work in this community and have a vested interest in its success. In addition to our staffing services, our team is actively involved with a wide variety of causes and organizations that help strengthen our beautiful city. Our Vision: To help as many people as possible find good jobs by helping as many clients as possible find good people.Express Employment Professionals of Mesa, AZ is a leading staffing provider helping job seekers find work with a wide variety of local businesses.\r\n\r\nBecause we're locally owned, we live in and work in this community and have a vested interest in its success. In addition to our staffing services, our team is actively involved with a wide variety of causes and organizations that help strengthen our beautiful city.\r\n\r\nOur Vision:\r\nTo help as many people as possible find good jobs by helping as many clients as possible find good people.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office of homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job Description As Tax Manager, you’ll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex tax planning, wealth transfer, and compliance strategies that shape financial legacies. What You’ll Be Doing • Lead and oversee tax engagements for UHNW families and private clients, • Review and prepare complex federal and state returns (individual, trust, estate, partnership), • Provide strategic advice on income, estate, gift, and trust tax matters, • Partner with legal, wealth, and investment advisors to deliver holistic solutions, • Serve as a trusted advisor to clients year-round, not just during tax season, • Mentor and develop associates and advisors, helping shape best practices across the team, • Contribute to process improvement and uphold a culture of excellence Requirements Who You Are • 8+ years of progressive experience in tax advisory or public accounting, • Active CPA required; Master’s in Taxation or Accounting preferred, • Strong technical expertise in individual, partnership, trust, estate, and gift taxation, • Proven ability to lead client relationships and manage multiple engagements, • Excellent communicator with a collaborative, service-first mindset, • Big Four experience strongly preferred, • Experience with family offices or private wealth clients is a plus, • Demonstrated stability and long-term growth in prior roles BenefitsFeatured benefits • Medical insurance, • Vision insurance, • Dental insurance, • 401(k), • Tuition assistance

Job Description Remote Expatriate Tax Preparer (CPA / EA) Krozel Capital – 100% Remote Who We Are Founded in 2011, Krozel Capital is a virtual-first boutique firm specializing in expatriate tax preparation and compliance for international clients. Our owner, a CPA herself, has lived the expat life with 7 moves in 16 years and deeply understands the unique challenges our clients face. We primarily serve executives and professionals abroad with complex tax situations involving foreign or multiple rental properties, employer equity compensation, ownership of foreign entities, foreign pensions, and multi-state filings. Our commitment is to deliver 'professional quality' with 'personal service', while continually investing in technology to streamline workflows and enhance the client experience. The Opportunity As client demand for integrated tax and financial planning has grown, we launched a sister RIA firm to meet those needs. Its rapid growth now requires us to bring on an experienced tax professional. This role is pivotal — freeing up the owner’s time to focus on firm strategy and growth. We’re looking for a key team member who wants to grow with us as we scale and plan to double or triple our client workload. Key Responsibilities * Prepare and review complex U.S. expatriate tax returns (Forms 1040, 2555, 1116, 8938, 8858, 8865, 5471, 8621, plus FBAR filings). * Communicate directly with clients via email, phone, and video — gathering information, answering questions, and delivering excellent service. * Support and help manage the firm’s federal & state tax notice tracking and response program. * Serve as the point person for the firm’s SurePrep software. * Collaborate with the Director of Tax Services and other team members to manage workflow, review returns, and ensure quality. * Step in across the preparation process — from initial data entry to final review — to ensure smooth client experiences. Requirements We’re not looking for a back-office processor — this is a client-facing role requiring confidence and collaboration. * Licensure: Active CPA or EA license. * Experience: At least 3 years of full-time expatriate tax preparation within the last 5 years (5+ preferred). * Authorization: Must be legally authorized to work in the U.S. (location flexible). * Technical Knowledge: Deep understanding of expat filings, including 1040 with schedules A–E, 2555, 1116, 8938, FBARs; experience with 5471, 8621, 8858, 8865 strongly preferred. * Communication: Strong customer service and client-interaction skills. * Availability to Travel: One in-person company retreat annually (past retreats include Austin, San Diego, Miami, and Colombia). Helpful, But Not Required * Experience preparing returns for expatriates in Singapore or the Netherlands. * Prior use of UltraTax software. * Familiarity with Karbon, Canopy, or TaxDome practice management tools. Position Details & Benefits * Employment: Full-time, permanent (30 hrs/week possible). * Work Environment: 100% remote with flexible hours. * Compensation: Competitive salary plus a share of the firm’s quarterly bonus pool. * Healthcare: $4,500 annual stipend for health and dental. * Retirement: Simple IRA with employer contributions. * Time Off: Unlimited PTO. * Professional Development: Continuing education subscription (e.g., Surgent) plus $2,000 annually for additional courses/conferences. * Home Office Support: Company laptop and $1,000 annual stipend for home office equipment. This Role Is Ideal For: * An experienced tax professional seeking a stable, flexible, and collaborative remote career. * A self-employed preparer with a small book of business who wants to offload admin tasks and focus on high-level client service within a supportive team. Company DescriptionFounded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, etc.) Krozel Captial prides itself on offering personal, professional, and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. We are committed to continuously improving the client experience as well as improving internal procedures. We love helping out clients plan for the future.Founded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, etc.) Krozel Captial prides itself on offering personal, professional, and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. We are committed to continuously improving the client experience as well as improving internal procedures. We love helping out clients plan for the future.

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Producer – Employee Benefits Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR SNBj1q9CLM

Job Description Looking for a place to grow your career and make a difference? RICK is the place for you! As a Senior Civil Engineering Project Manager in RICK’s land development department, you will have an opportunity to work with a multi-disciplinary team on meaningful, landmark projects in the Phoenix region. As a member of the RICK team, you will partner with Clients to transform their vision into successful projects. You will learn from and work alongside industry-leading experts and together shape the future of tomorrow. Key Responsibilities • Develop and maintain strong relationships with Clients and serve as the trusted advisor and primary point of contact throughout the project lifecycle including providing expert guidance on the design process, delivering regular progress updates, and ensuring alignment of project scope, schedule, and budget., • Oversee and direct all phases of complex land development projects from site evaluation and due diligence through scoping, proposals, design plans and reports, permitting, and final approvals., • Lead project teams by establishing clear expectations, ensuring technical excellence, and promoting a collaborative environment focused on efficiency, quality, and innovation., • Work with Principals within RICK and provide strategic input on business development opportunities and support firm growth through Client retention and new project pursuits. Qualified candidate will have: • Bachelor’s degree in civil engineering., • Registered professional civil engineer in Arizona., • Minimum of 10 years of relevant experience working in land development with an emphasis on commercial and multifamily projects., • Proven experience leading project teams, managing Clients, and overseeing permitting process., • Established working relationships with Clients, internal teams, and public agencies., • Advanced technical expertise in land development design including entitlements, site grading and drainage, utility design, stormwater management, and best design practices., • Strong leadership skills with the ability to make independent decisions and guide project teams toward successful outcomes., • Generous benefits package., • Medical, dental, vision, profit sharing, 401k, and life and disability insurance, and paid personal leave. RICK Engineering Company is an Equal Opportunity / Affirmative Action Employer RICK employees are protected by laws designed to protect employees from discrimination based on race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit-based factor. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. RICK employees are also protected against retaliation if they engage in a protected activity, whistleblowing, or the exercise of any appeal or grievance right provided by law.

Job DescriptionAt WorkWave, we build innovative software solutions with AI capabilities for the people who keep our world safe, clean, and beautiful, from pest control to lawn care, commercial cleaning to security services. With over 8,000 customers around the globe, our platform helps these hardworking service professionals run and grow their businesses from end to end: from customer acquisition to scheduling, billing, payments, and beyond. Our vision is simple but powerful: empower the world’s mobile service workers to build a brighter future. And we back that up with decades of experience, a passionate team, and an unwavering commitment to helping our customers thrive. WorkWave is looking for a Solutions Engineer to play a key role in driving sales by supporting our Account Executives and Account Managers with the technical positioning of our Wavelytics software solutions. As a trusted advisor to prospects and customers, you’ll ensure they fully grasp the value and functionality of our solutions. Your expertise will be instrumental in closing deals and fostering long-term customer relationships. Why Join Now: We’re at an exciting moment in our growth journey. With the launch of Wavelytics, our new AI-powered analytics suite, we’re unlocking new ways to deliver value to our customers and new opportunities for our team. WorkWave operates in a field service management market that’s accelerating due to global trends in automation, sustainability, and digital transformation. Joining now means getting in early as we scale to meet massive demand and lead the future of service software.WHAT YOU'LL DO: • Develop and maintain strong relationships with prospects and key customer accounts to support deal closure., • Serve as the Wavelytics Product & Sales expert, supporting Account Managers by skillfully addressing technical and product-related questions throughout the sales cycle., • Understand and articulate our competitive advantages of Wavelytics and AI, effectively differentiating our solutions to buyers., • Speak to data protection and AI best practices and security considerations., • Collaborate with product, engineering and sales teams to refine messaging around new features and maximize their impact in the market., • Develop and maintain sales playbooks to align with product enhancements., • Cultivate customer relationships to drive testimonials and case studies that highlight product success., • At times this SE will be required to lead a sales pursuit as well at times be required to support sales pursuitsWHAT YOU'LL BRING:, • 3+ years of experience supporting the sales organization with data analytics and AI offerings., • Strong ability to learn and articulate complex technology in a way that resonates with customers., • Proven ability to quickly build rapport, understand business needs, and effectively communicate solutions.

Job Description Job purpose Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. This role will be central in calculating, maintaining, and reporting investment performance based on custodian data. The Performance Analyst will work closely with both the investment team and the executive leadership to design, maintain, and enhance a composite performance process, and ensure that our performance reporting is accurate, reliable, and aligned with strategic goals. Note: This role would be 5 days onsite at the Scottsdale Corporate Office. Duties and responsibilities • Calculate and maintain portfolio performance using custodian data, including time-weighted returns, trailing returns, and linked-daily factor methods., • Develop and sustain the firm's composite performance process (defining composites, ensuring consistency across portfolios, aligning with best practices)., • Build, maintain, and enhance performance dashboards and reports using Sigma, with underlying data stored in Snowflake and Supabase., • Verify, reconcile, and troubleshoot performance data: identify discrepancies between internal data and custodian/third-party sources; resolve differences., • Document performance methodologies, definitions, and standards (e.g. return conventions, composite inclusion/exclusion)., • Provide performance insight and analysis to investment team members and executives: prepare periodic performance reports, support decision making., • Suggest and implement process improvements or automation in performance calculations and report generation., • Assist with data governance around performance metrics: ensure accurate lineage, definitions, and auditability. Qualifications • Bachelor's degree in Finance, Economics, Mathematics, Data Science, or related field., • 5-7 years of relevant experience in performance analysis, investment operations, or a closely related role., • Strong understanding of performance concepts: time-weighted returns, trailing returns, composite performance, linked daily factors., • Familiarity in SQL (or strong query skills in relational databases) for extracting data; experience with Snowflake or similar is a plus., • Comfortable working with BI/reporting tools such as Sigma; familiarity with Supabase or other cloud-hosted data platforms also helpful., • Strong attention to detail, accuracy, and ability to handle reconciliation tasks., • Good communicator; able to explain technical/quantitative matters to non-technical stakeholders (investment team, executives)., • Familiarity with regulatory or industry standards for performance reporting (e.g., GIPS®)., • Exposure to scripting or data transformation tools (Python, dbt, etc.)., • $85,000 to $95,000 base salary plus bonus., • Future career growth opportunity., • 401(k) with a matching contribution up to 13%., • United Healthcare PPO medical coverage for employees, paid by the company., • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.

Job Description Position: Service Advisor Employment: Full Time Location: Phoenix, AZ Start Date: ASAP Courtesy Automotive Group is a family-owned and operated business since 1955. At Courtesy, we are more than just a dealership – we are a trusted automotive partner dedicated to providing an exceptional experience to our customers. With a proud legacy spanning several decades, we are committed to delivering excellence in every aspect of the automotive journey. We believe in transparency, customer satisfaction, and fostering a positive environment for both our team members and clients. Responsibilities • Greet customers with professionalism, hospitality, and respect, • Clearly explain service recommendations and repair solutions, • Manage repair orders and workflow efficiently, • Sell services honestly and effectively, • Communicate with customers in person and by phone in a clear, professional manner, • Build strong, long-term customer relationships, • Coordinate shuttle service for customers when needed, • Ensure all repairs meet quality and safety standards, • Support teammates and maintain a positive, team-oriented atmosphere, • Perform other duties as assignedQualifications, • Previous experience in an automotive dealership service department preferred, • High school diploma or equivalent, • Strong customer service and communication skills, • Basic computer proficiency (DMS/CDK a plus), • Professional appearance and demeanor, • Ability to stay organized and calm in a fast-paced environment, • Positive, friendly, team-oriented attitude, • Valid driver’s license with a clean driving record, • Competitive compensation., • PTO, • Employee discounts., • Comprehensive benefits such as health, dental, and vision insurance., • Company-sponsored life insurance., • 401(k) retirement savings plan., • Opportunities for career growth and advancement., • Values-driven culture built on professionalism, integrity, and a fun family atmosphere. Apply With Us: If you are ready for a rewarding career and opportunities for career growth and advancement, then consider joining the Courtesy Automotive Group family. Be a part of a winning team and outstanding culture, apply with us today. We hire the best and brightest from all races, nationalities, and sexes. We don’t make decisions based on any protected characteristic.

Job DescriptionATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve, and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it. OVERVIEW ATLAS CPAs & Advisors seeks an experienced Tax Manager to join our Northwest Phoenix team! This is an exciting opportunity to work with a collaborative and fast-growing CPA firm with offices across multiple states. The Tax Manager will serve as a trusted advisor to clients while also leading internal team members and helping shape the future of our practice. If you're a strategic thinker with a passion for leadership and client service, we’d love to hear from you. MAJOR RESPONSIBILITIES • Serve as the lead for assigned client relationships and manage ongoing communication;, • Prepare and review a wide range of tax returns, including 1040, 11120, and 1065;, • Manage client projects, office workflows, and internal team assignments;, • Support and collaborate with the team on various tax and accounting projects;, • Develop and maintain strong client relationships, including proactive tax and estate planning;, • Prepare and review accounting activities for assigned clients;, • Identify additional client service needs and communicate updates effectively;, • Actively contribute to ATLAS advisory service offerings and initiatives;, • Participate in billing, WIP analysis, and firm programs such as the Coaching Program;, • Maintain confidentiality of sensitive information;, • Train and mentor team members and promote process improvement;, • Attend occasional same-day travel to client offices and meetings;, • Extended hours may be required during tax season;, • Other duties as assigned;KNOWLEDGE, SKILLS, AND ABILITIES, • Highly detail-oriented, accurate, and organized;, • Strong client service skills and relationship management experience;, • Excellent communication skills, both written and verbal;, • Able to prioritize tasks and manage multiple deadlines;, • Effective Team leader and collaborator;, • Strong active-listening and problem-solving skills;, • Proficiency in Quickbooks Online and Desktop, • Working knowledge of GAAP and Tax Basis Accounting (Cash and Accrual methods), • Strong sense of initiative and ability to guide others through changing priorities;, • Experience with CCH platformEDUCATION AND EXPERIENCE, • Bachelor's degree in Accounting or Finance;, • CPA is highly desireable;, • Experience in public accounting firm, • 5+ years of experience in a similar tax role; BENEFITS:, • Medical, Dental, and Vision;, • GAP Benefits;, • Supplemental Benefits;, • Life & AD&D Insurance;, • Short & Long-term Disability Plans;, • 401(k) with company matching;, • Bonius Structure;, • Flexible PTO with sick time;, • Incentive Program, • Development Program WORKING CONDITIONS Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. EQUAL OPPORTUNITY STATEMENT ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know. #LI-Onsite Texting Privacy Policy and Information: • Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling., • No mobile information will be shared with third parties/affiliates for marketing/promotional purposes., • Message frequency will vary depending on the application process., • Msg & data rates may apply. jBfzQIUpqi

Job DescriptionTITLE: PROJECT MANAGERWe are seeking a Project Manager in the Phoenix, Arizona metropolitan area to manage facilities engineering projects. The Project Manager is a Subject Matter Expert in construction, engineering, commissioning, and/or energy-related services and technology and will be responsible for the managerial direction and development of one or more programs under the supervision of the Facility Support Services Program Manager. The Project Manager will manage and interface with key clients and cultivate effective relationships with existing and potential stakeholders and partners to develop business, prepare proposals, negotiate contracts, and oversee the successful delivery of projects. This position works collaboratively with the Program Manager and other Project Managers to ensure projects are aligned, and closely with leadership in the successful growth and management of the program, ensuring that financial goals and objectives are maximized.What does a typical day look like for the Project Manager? • Determines project objectives and requirements, • Organizes projects and develops standards and guidelines, • Monitors operational efficiencies and budgets and takes corrective action when needed, • Develops and refines industry-leading methodologies, tools, standards, and protocols, • Serves as the technical advisor and provides manager-level input and evaluation on projects, • Provides leadership to ensure projects and programs meet company and client expectations, • Ensures quality assurance and safety program is being implemented on all projects, • Functions as the lead in the development of new clients and large projects or programs, • Assists clients with vendor selection, • Assists with contract and negotiation process for contractors after selection, • Participates in the development and execution of budgets, sales and marketing plans, and other strategic tools, • Demonstrated knowledge of OSHA 1926 and EM-355-1-1 Safety procedures and documentation, • Reviews specification packages, design drawings, and independent government cost estimates for bid ability and constructability., • Analyzes results and provides recommendations., • Assists with preparing modification documents as requiredWhat qualifications do we look for?, • Bachelor’s degree in engineering or architecture from an accredited University or College., • A minimum of ten (10) years of experience managing construction projects worth at least $4M per year that span at least three (3 years)., • A minimum of five (5) years of experience managing Federally funded government construction projects., • Excellent communication skills, both written and oral, as well as customer service skills due to daily interaction with various levels of authority,We are extra impressed by:, • PMP certification., • Experience working on healthcare installations on facilities projects, maintenance, and operations., • Construction Documentation, Project Management, or other related certifications desired.