Service advisor jobs in Phoenix, AZ - Page 4Create job alerts

The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences.Aritzia is growing, and our Service team in Retail is growing with it.This is a unique opportunity to be part of the team responsible for delivering highly elevated service to support loyal,

As a Wilson Retail Athlete Advisor, you represent the brand to our customers and community. This role requires experience in a sales, retail, or customer service environment.

A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911. In addition, Sales Executives are fiscally responsible for each

We are currently searching for an Automotive Service Advisor for a high volume automotive shop to achieve positive sales results.Key job responsibilities include:.They ensure customer satisfaction and retention through sales and top-notch customer service.Two (2) years experience writing automotive

As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll also work on garment refill & care, presentation and contribute to a clean and ti

Super Star Car Wash is a leader in providing car wash, detail, and lubrication services to customers in Arizona, California, Texas, and Colorado. Super Star Car Wash Service Advisor. Exceptional health care benefits.

Super Star Car Wash is a leader in providing car wash, detail, and lubrication services to customers in Arizona, California, Texas, and Colorado. Super Star Car Wash is an Equal Opportunity Employer. Super Star Car Wash Service Advisor.

As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in service interactions, maintaining our curated spaces, appreciating our clients, and exceeding their expectations. Accurately and efficiently manage the end-to-end process of services, supporting with

Working in our state of the art service departments, the Service Advisor acts as the go-between for Service Technicians and customers. In this position, you'll be able to get out from behind the desk and play an active role in the service lane. AutoNation will look to you to explain the Service Tech

Job DescriptionCompany Description Donor Network of Arizona’s mission is to make the most of life through the gift of organ and tissue donation. We challenge ourselves and others every day to realize Arizona's potential to save and improve lives. Every employee at Donor Network of Arizona is responsible for embracing the organizational culture by upholding the Donor Network of Arizona’s core values of Positive Energy, Passion and Eagerness. Job Description About the Talent Management & Culture Generalist The Talent Management & Culture Generalist partners closely with leadership, employees, and the Talent Management & Culture team to deliver comprehensive talent services that advance Donor Network of Arizona’s mission-driven workforce vision. This role is instrumental in fostering a positive employee experience by providing expert support in employee relations, assisting with the recruitment function, processing personnel actions accurately, and contributing to other key talent management functions. The Generalist serves as a trusted advisor and cultural steward, supporting organizational initiatives and ensuring compliance with HR policies and best practices. By promoting operational excellence and a people-first approach, this position helps build a talented, engaged, and mission-aligned workforce. This is a hybrid role based out of our Tempe, AZ office. Key Responsibilities: * Build and maintain strong, collaborative relationships with assigned departments, providing tailored talent management guidance and support. * Lead recruitment efforts for assigned positions, including sourcing candidates, coordinating interviews, facilitating hiring decisions, and managing onboarding activities. * Accurately process personnel action requests (PARs), ensuring timely updates and compliance with organizational policies and legal requirements. * Advise and support leaders on employee relations issues, performance management, conflict resolution, and corrective actions. * Facilitate and track performance review cycles, coaching leaders to ensure aligned, fair, and meaningful evaluations. * Collaborate with departments on strategies to enhance employee engagement, retention, and overall workplace experience. * Maintain knowledge of relevant employment laws, HR trends, and organizational policies, recommending improvements as appropriate. * Prepare and maintain accurate HR records, reports, and dashboards to inform decision-making and measure progress. * Participate in continuous learning and professional development to stay current on best practices and enhance HR expertise. * Actively contribute to the organization’s culture and Talent & Culture focus areas: People & Service First, Operational Excellence, and Technical Competence & Expertise. Requirements Minimum Education/Certification Bachelor’s degree or equivalent/relevant experience PHR, SHRM-CP, CCP or related certification/credential or a Master’s Degree in related field Minimum Experience 3 years experience of experience performing duties across the breadth of HR functions Required Education/Certifications Minimum of PHR/SHRM-CP or related certification/credential Preferred Education/Certifications Master’s Degree in related field and PHR/SHRM-CP, SPHR/SHRM-SCP, or related certification/credential Healthcare HR and/or compensation experience Preferred Experience 5 years as a Human Resources Generalist 3 years of experience in specialty area: • Compensation, • Total Rewards Project management experience We Offer • Competitive salary (hiring range is $66,000 - $83,000 annually), • Annual organizational incentive program, • Medical, dental & vision insurance, • Paid life and long-term disability insurance, • Voluntary life insurance options, • 403(b) employer match and profit sharing, • Tuition assistance program, • Employee wellness & assistance programs, • Inclusive culture – consistently recognized as a top workplace in Arizona., • Tobacco-free, drug-free workplaceAdditional Information Donor Network of Arizona is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other protected characteristics as outlined by federal, state, or local laws. All employment is based on qualifications, merit and business need. If you require a reasonable accommodation due to a disability during the application or interview process, please contact our team at . We are committed to maintaining a drug-free workplace.

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

Job Description Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are ???? You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. Summary Under the direction of the VP Investment Services, serve the financial needs of Credit Union Members utilizing a Total-Needs, Consultative Based selling approach. Based within Wealth Management Department, this position will assume the investment accounts within the $50,000 range, as well as take investment service calls. All Member Care Center (MCC) referrals will be sent to this individual for profiling and possible dissemination to a regional field-based Wealth Advisor. Assist members identify their financial goals and objectives using an approved profile form and establish relationships through continuous periodic reviews as an essential part of the consultative, trusted advisor approach. The objective of this position is to service assigned referrals and smaller assigned member investment accounts. Experience is required. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). What You’ll Do ???? • Present a professional image and cultivate a strong working relationship with Credit Union Associates, Members, and other key people involved in the Credit Union., • Cultivate strong working relationships and build trust among Credit Union staff by attending and participating in staff meetings and other Credit Union staff functions., • During the initial probationary period (90 days) this position will ‘shadow’ a regional Wealth Advisor, schedule phone-based appointments, and provide general department support duties. Post probationary period, this position will begin meeting with members by phone or limited in-person meetings on a mutually prescribed schedule. Over time a book of business will develop and be the main responsibility of this position., • Support efforts of regional WA’s as a department resource partner. Implement the phases of the Wealth Department Marketing Plan to consistently generate a minimum of 15-20 phone appointments/interviews per week with members., • Coordinate Social Media marketing for the Wealth Management Department. Define and identify compliant content to be posted on the social media platforms (LinkedIn, Facebook, Twitter). Daily monitoring and provide updates on platforms., • Responsible for monitoring OneAZWealth.com website presence and fielding all online inquires from clients and prospects., • Follow the sales process and procedures as established by the broker dealer Compliance Department. Also follow the established insurance and securities compliance guidelines and strictly adhere to all company policies., • Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to Members and Associates which in the same circumstance we would demand for ourselves., • Follow the established guidelines for maintaining client files in accordance with broker dealer practices and FINRA requirements., • Meet Credit Union cross-selling goals as established with Credit Union Branch Management., • Attend all required training, informational meetings scheduled by regional Wealth Advisor and broker dealer Compliance., • Ensure duties are performed in accordance with just and equitable principles of trade, federal and state laws, industry regulations and Credit Union policies., • Stay abreast of current legislation, regulations and policies., • Complete and submit weekly activity reports., • Ability to take coaching advice and direction from Wealth Management Leadership., • Performs other duties as assigned. What You Bring ???? • College degree, preferably in Business or Insurance, or equivalent work experience., • One basic entry-level financial designation (minimum): examples - Accredited Investment Fiduciary (AIF); Certified Retirement Counselor (CRC); Chartered Mutual Fund Counselor (CMFC); Chartered Retirement Planning Counselor (CRPC); Financial Paraplanner Qualified Professional (FPQP), • Minimum 5 years proven sales and services success experience in the financial services industry., • Arizona Life/Health Insurance License., • FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65)., • Physical demands, • Physical demands of the job, including bending, sitting, lifting and driving., • Travel, • Percentage of travel time, overnight travel – 10% is expected. Compensation & Benefits ???? • Generous paid time off: 10 paid holidays, 2 floating holidays, 6 personal days, 10 vacation days, plus sick time, • Low-cost Medical, Dental & Vision plans – as low as $5 per pay period, • Paid childcare assistance (up to $96 per pay period), • Award-winning 401(k) 5% discretionary match - fully vested from day 1, • 100% Gym fee reimbursement up to $75/month, • 100% Tuition Reimbursement Up to $5,250, • $1440/yr student loan repayment, • ...and much more. Explore all the details in our comprehensive Benefits Booklet Why Join OneAZ? At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

Job Description Are you a licensed life insurance agent ready to expand your impact and elevate your career? At Texas National Financial Group (TNFG), we work with agents who’ve already built a foundation and are now looking to grow — not just in income, but in scope. Through our partnership with National Life Group, we provide the platform, mentorship, and resources to help you evolve into a full-service financial advisor. Whether your goal is to add advanced markets, integrate retirement planning, or prepare for securities registration, we help experienced professionals make that transition intentionally and with confidence. This is a strategic next step for those who want to offer more value to clients — and build a business that lasts. This role requires occasional in-office presence. Candidates must be local to Phoenix, AZ. Compensation: $73,000 – $126,000+ Performance-based Responsibilities: WHAT YOU’LL DO: • Work your network and community to identify client needs, • Provide goal-based life insurance and protection solutions, • Deliver expert guidance through applications, underwriting, and follow-ups, • Deepen client relationships and expand into broader planning conversations, • Leverage our internal support and mentorship to grow your business, • Prepare for and pursue your securities registrations with our sponsorship YOUR CAREER ROADMAP: We help licensed professionals transition from insurance to full-service advisory: • Build on Your License – Hit the ground running with sales support and mentorship, • Sharpen Your Skills – Access coaching to elevate prospecting and closing, • Expand Your Offerings – Prepare for Series 6, 63, 65, or 7/66 with our backing, • Become an Advisor – Offer investments, retirement planning, and more, • Lead and Grow – Build your team and coach the next generation WHAT WE OFFER: • Upside commission-based compensation, • Bonus structures, team incentives, and paid training, • Sponsorship for securities exams and registrations, • Flexible work model: hybrid, remote, or in-office, • Health, dental, and retirement benefits are available, • Already licensed in life insurance (Texas or other), • Ready to level up your income, expertise, and impact, • Interested in expanding into investments and financial advisory, • Entrepreneurial with a drive for growth and long-term vision, • Looking for a team culture with strong support and flexibility About Company At Texas National Financial Group, we’re not your typical financial firm—and we don’t plan to be. We’re a mission-driven, people-first agency powered by a bold vision: to protect what matters, build meaningful wealth, and elevate the advisor experience from the inside out. With deep partnerships across insurance and investment platforms—including our strategic alliance with National Life Group—we offer the tools, mentorship, and infrastructure to help agents, advisors, and leaders grow with purpose. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter. Whether you’re here to start your path or expand your reach, TNFG is where values meet velocity—and where great advisors get better.

Job Description Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the Mississippi. This collaboration represents a unique and dynamic partnership between two trusted industries—financial planning and investment management paired with top-tier CPA and tax services. Together, we will continue to provide comprehensive, client-focused solutions, leveraging the strengths of both organizations to serve our shared clientele with excellence and innovation. As part of this expansion, we are seeking talented professionals who are passionate about delivering holistic financial solutions. Joining our team means being part of a mission-driven organization that values collaboration, growth, and the opportunity to work closely with both wealth management and CPA professionals to help clients achieve their financial goals. Summary of the position We are seeking a Wealth Advisor with 10-15 years of client facing, comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Phoenix, AZ. The ideal candidate will be highly strategic, team-oriented, and service-focused with the technical ability to handle highly complex planning for clients across the wealth continuum in tandem. This position will not be responsible for sourcing new clients, but rather for capitalizing on referral opportunities and providing high-touch, white-glove service in tandem with other professionals. Sequoia has extensive resources to support its advisors in providing fully-integrated wealth management services to clients. Responsibilities • Oversee the lifecycle of a client’s initial relationship with the firm, from working with the CPA and client to gather information, to creating/leading the proposal, to designing and implementing their financial, estate, and portfolio strategies., • Serve as the primary point of contact for client relationships., • Manage a pipeline of opportunities, document all interactions and relevant information and provide clear, actionable insights to Sequoia and Eide Bailly to move opportunities forward., • Build and maintain ongoing relationships with the CPAs and clients to proactively identify planning opportunities and address ongoing planning needs., • Define client meeting objectives and follow-up on all action items, including the execution of trade orders, in a timely manner utilizing the firm’s robust technology resources and advisory team support., • Supervise and coordinate the preparation of client meeting materials including agenda, planning analyses, investment materials, etc., • Work collaboratively with and mentor technical advisors to ensure their work is aligned with client objectives and that communication to the client and their advisors is clear and concise.Required Skills/Experience, • 10-15 years of client-facing wealth planning experience with strong technical proficiency in estate planning, asset management, tax planning, and planning for closely held entities., • Bachelor’s and/or Masters in finance, accounting, tax or related field, • One or more professional credentials such as CFP, CPA, CFA, JD, etc., • Active Series 7 & 66 or Series 65, • Clean Form U4 without any regulatory disclosures, client complaints, arbitrations or disclosable settlements., • Ability to simplify complexity for clients and advisors and communicate solutions clearly and effectively., • Experience with eMoney required. Preferred Skills/Experience, • Experience with Holistiplan planning software (or equivalent)., • Familiarity with the Fidelity and Schwab investment platforms., • Experience using Salesforce or a similar CRM system., • Experience working directly with CPA firms.Competencies, • Tech-forward thinking with an aptitude and desire to leverage technology to improve efficiency and client service., • Excellent written and verbal communication skills with high follow-through and attention to detail., • Client-first mentality with a strong focus on providing high quality service., • Team-oriented mindset., • Strong organizational and time-management skills with the ability to handle multiple projects and personalities while meeting established deadlines.

Job Description Company Overview: Executive Financial Partners is growing, and we’re looking for professionals who want a career with purpose. We provide supplemental health insurance that helps families, individuals, and businesses prepare for life’s unexpected challenges. Our reputation is built on integrity, results, and protecting what matters most. Position Description: As an Insurance Sales Representative, you’ll build relationships, identify client needs, and deliver solutions that make a real impact. We’re looking for disciplined, focused individuals with a strong work ethic. Sales experience is a plus, but not required—what matters most is your drive to learn and perform at a high level. Here, success is measured by both performance and the difference you make for clients. We offer professional development, growth opportunities, and a compensation structure that rewards results. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Valid driver’s license, reliable transportation, and the ability to pass a background check. * Active Health & Life license (or willingness to obtain—training and reimbursement provided). * Bachelor’s degree or 4+ years post-high school experience. * Competitive background in sales, sports, or leadership is highly valued. What We Offer * Paid training with classroom and field mentorship. * Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals. * Health benefits (Blue Cross/Blue Shield) after 60 days. * Performance-based promotions and flexible scheduling. * Professional development, advanced sales training, and leadership growth. * A high-energy, team-driven culture built on camaraderie and results. Apply now to be a part of a team that embraces challenges and rewards efforts!

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $1 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR xll6mRLyd6

Job Description ENTRY-LEVEL OPPORTUNITY – CAREER TRACK TO FINANCIAL ADVISOR We’re seeking motivated, coachable individuals ready to launch a professional career — no prior experience in insurance or finance required. This is a structured opportunity to grow into a full-service financial advisor, starting with life insurance and expanding into financial planning and investment solutions. You’ll receive hands-on training, mentorship, and access to tools that set you up for long-term success. If you're driven to learn, help others, and build a future in financial services, this role offers a strong foundation with a clear path forward. This is more than a job — it’s a professional launchpad with real growth potential. This position requires occasional in-office presence. Candidates must be local to Phoenix, AZ. Compensation: $50,000 – $90,000+ Performance-based Responsibilities: What You’ll Do: • Learn how to connect with individuals and families—and make a real impact, • Lead meaningful conversations to uncover financial goals and needs, • Help clients secure personalized life insurance and protection plans, • Get step-by-step training in prospecting, client communication, and closing, • Start your journey toward becoming a licensed advisor—with full support, • No experience? No problem — we’ll walk with you through it., • You’re motivated, ambitious, and ready to grow, • You care about helping others and making a difference, • You want freedom, flexibility, and a career with purpose, • You’re excited to earn while you learn and build something meaningful Compensation & Perks: • Sponsorship for life insurance licensing and securities exams, • Commission-based compensation (upside on earnings), • Team bonuses, contests, and incentive trips, • Health, dental, and retirement benefits are available, • Hybrid or remote options are available, • Strong mentorship and career support Your Career Roadmap: We’ve helped countless new agents go from zero to full-service financial advisors. Here’s how it works: • Start with Licensing – We’ll guide and sponsor your Life Insurance license, • Learn the Basics – Training on prospecting, sales, and client conversations, • Financial Education – Prep and support to pursue Series 6, 63, 65, or 7/66, • Advisory Certification – Transition into a fully registered financial advisor, • Grow Your Impact – Build a team, coach others, and become a leader APPLY TODAY. No experience? No problem. Let’s build something big — together. Submit your resume today to explore the opportunity to grow with a team that’s invested in you, not just your sales. About Company At Texas National Financial Group, we’re not your typical financial firm—and we don’t plan to be. We’re a mission-driven, people-first agency powered by a bold vision: to protect what matters, build meaningful wealth, and elevate the advisor experience from the inside out. With deep partnerships across insurance and investment platforms—including our strategic alliance with National Life Group—we offer the tools, mentorship, and infrastructure to help agents, advisors, and leaders grow with purpose. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter. Whether you’re here to start your path or expand your reach, TNFG is where values meet velocity—and where great advisors get better.

Job DescriptionAbout Us: As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry. Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system. Innovation and Flexibility. You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... • State-of-the-art technology platforms and tools, • A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop, • A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer, • A unique business markets process that will differentiate you and help you add more value to conversations with business owners, • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources, • A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs, • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms #LI-TW1

Job DescriptionBenefits: • 401(k), • Health insurance, • Paid time off, • Competitive salary The Wealth Advisor Position: This role is perfect for an early-career Certified Financial Planner (CFP) who has some experience in the industry but is looking for the right long-term place to grow their career. As a Wealth Advisor at ARQ, you will serve as the primary point of contact for your clients while working closely with our support staff and executive team to deliver comprehensive financial planning solutions. We are looking for someone who is service oriented first. At ARQ, youll have the opportunity to build your career at a firm that values your growth, both professionally and financially. What Makes ARQ Unique: • Team-Based Culture: Advisors collaborate on cases, share insights, and are supported by a dedicated team of client service associates and partners., • Growth Potential: We offer a clear career path, mentorship opportunities, and the chance to grow your earnings through incentives for bringing in new business and growing share-of-wallet with existing clients., • Boutique Service Model: Unlike firms where advisors manage 300-400 clients, we limit the number of clients per advisor to ensure a high-touch, personalized service experience. Our firm averages approximately 65 clients per advisor. We want to ensure that our advisors can focus on what they do best building relationships and delivering exceptional financial advice.Responsibilities Include:, • Acting as a fiduciary on behalf of clients, always putting their interests first., • Providing comprehensive financial advice in areas such as investing, tax planning, estate planning, college planning, retirement & income planning, and insurance planning., • Utilizing financial planning and analytic software to deliver tailored solutions., • Preparing for, conducting, and following up on client meetings., • Corresponding with clients via phone, email, and virtual meeting software., • Developing new client relationships with the support of our team.Position Requirements:, • A passion for helping clients achieve their financial goals through the financial planning process., • Exceptional interpersonal skills and a self-assured manner that inspires trust and confidence., • Excellent communication skills, both written and verbal., • A minimum of 3 years of experience in the personal finance industry, working directly with clients to provide financial advice., • Bachelors degree and CFP or ChFC certification., • Proficiency in Microsoft Office applications.Why Join ARQ?, • Competitive Salary & Benefits: We offer a competitive compensation package, including a base salary, incentives for new business development, and rewards for growing and maintaining client relationships., • Career Pathing: Clear opportunities for advancement and professional development., • Mentorship: Access to experienced advisors and partners who are invested in your success., • Work-Life Balance: Our boutique service model ensures you can focus on delivering exceptional service without being overwhelmed by an unmanageable number of clients.If youre a service-minded CFP looking for a place to grow your career, build your earnings potential, and work in a collaborative, team-based environment, wed love to hear from you.

Job Description Position: Direct Insurance Sales Representative Number of Openings: 1 Territory Sales Position Available About Us: At Summit Business Group, we're not just another insurance agency. We're a powerhouse, committed to delivering top-notch supplemental benefits plans to small and medium-sized businesses. We thrive on strength, resilience, and the drive to succeed. If you're a natural leader who thrives on challenges and wants to be part of a winning team, we want you as our Direct InsuranceSales Representative. The Role: As a Direct Insurance Sales Representative, you will be in control, managing your schedule and driving your success. You'll connect with business owners and key decision-makers, showcasing your ability to understand their needs and offer superior insurance solutions that stand out. In the field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. Your mission: close deals and become the go-to advisor your clients can rely on. Your assertiveness and confidence will ensure clients feel valued and understood. You'll maintain these relationships with strong, effective communication, handling inquiries decisively, and providing unwavering support, particularly during the claims process. What We're Looking For: • Proven experience in sales or customer-facing roles, especially in outside sales., • Ability to conduct comprehensive training cycles, both in-person and online., • Superior organizational, communication, and presentation skills., • A passion for empowering clients and a strong sense of responsibility for their well-being. This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to: * Respond to general emails and phone calls from clients * Set follow-up appointments with prospective and current clients to review their needs * Be present on scheduled calls or meetings with your sales team or manager * Call on new businesses, referrals, and existing clients who need to be reserviced: Selling Business to Business * Build and maintain your own book of business * Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas * Develop relationships with local business owners in your territory * Set your own scheduled working hours and submit them to your sales manager each week * Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients * Submit your sales metrics and activity daily We Offer: * 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 4 years 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 4 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 This is a remote position. Are you looking for: • Flexible hours;, • 100% remote work;, • A chance to be part of an Inc. 5000 fastest-growing company;, • Friendly colleagues, and, • Endless learning opportunities? Would you be great at: • Building relationships with clients;, • Working on interesting and complex accounting issues;, • Supervising bookkeeping teams;, • If so, this opportunity is for you! BooksTime is looking for an experienced accountant to join us as a Senior Accountant. You’ll oversee bookkeeping services for a set of clients. You will NOT be required to do: • Any tax work;, • Basic bookkeeping (you supervise the bookkeepers). Who We Are: BooksTime is on a mission to create opportunities for growth — for our clients, for our employees, and for our industry. We’re proud to be recognized on the Inc. 5000 list of fastest-growing private companies, and we’re excited to invite new team members to grow with us. For more information, check out our website: bookstime.com. Requirements What You'll Do: As a Senior Accountant, you'll: Set up services for new clients: You'll talk with them, understand their needs, and coordinate a team of international bookkeepers to get services up and running. Your role is to be a high-level accounting resource to the bookkeepers, help manage communication with the client (including managing their expectations), and generally build a trusted advisor relationship with the client. Supervise ongoing services: After the set-up is done, you’ll supervise and support the bookkeepers as needed for the same clients. As a growing, evolving company, there will also be opportunities to take on different or more specialized roles. For example, if you’re interested, there could be versions of this role that involve: • Only new service set-up or only ongoing supervision;, • Industry-specific specialization;, • Controller and/or CFO services;, • Management;, • So much more. Requirements: We're Looking for Someone Who Is: Experienced. Our ideal candidate has handled the accounting for multiple companies (either in-house or in an accounting/bookkeeping firm). If you have any of the following titles, it’s a good sign: Controller, Finance Manager, Full Charge Bookkeeper, Director of Accounting, VP of Finance, CFO, Senior Accountant, etc. Management experience is valuable but not required. Candidates should also have hands-on experience working directly in QuickBooks. Ideally, you have worked with several clients simultaneously. Knowledgeable. Most folks in this role have degrees in accounting (or similar) though this isn't strictly required. Being a CPA and/or ProAdvisor would be a plus, and common for this role, but these aren’t required either. Highly organized. This role is a high-speed juggling act. You need to juggle multiple clients with different services and coordinate the work of a diverse team of bookkeepers. This requires exceptional organizational and time management skills. Great at building strong relationships. A key part of the role is to establish a personal rapport with the clients. More than just an accountant, the goal in this position is to become a trusted advisor. This takes a friendly, positive “people person” who can handle the most difficult of clients and work strategically to address the problem. A great communicator. As the face of BooksTime to the client, you should have excellent professional communication skills. You will need to be perfectly fluent in English (written and spoken). Tech-savvy. You will need to be adept with computers and good at figuring out new systems and tools. Excel expertise is preferred. QuickBooks Online or Desktop experience is required. Experience with other accounting software, such as Xero or NetSuite, is not required but would be helpful. An adaptable, fast learner. Every client is unique in terms of personality, needs, software, etc., so each new client is a learning experience. We need someone who feels very comfortable diving in and figuring things out. If you are happiest maintaining a well-established process that someone else designed, this is NOT the ideal role for you. If you love looking for creative solutions to new problems all the time, you could be a perfect fit! BenefitsBenefits include: • Flexible schedule;, • Health insurance;, • Professional development assistance;, • Work from home;, • Simple IRA with employer matching after 2 years;, • $35-40/hour for 20-40 hours per week. Keywords: SAHM, Stay-at-Home Moms, Veterans, graduate student, grad student, Semi-retired people, part-time opportunity, volunteers, real-estate, construction, non-profits, start-up, technology, fractional controller, consulting, fractional senior accountant, fractional CFO, consulting CFO, outsourced CFO, outsourced controller.

Job Description Position Title: Accountant Location: Tempe AZ 85288 Expected Duration:12 Months contract Pay Rate: $27.14 hr on W2 Hybrid position 3 days in office, 2 days remote Job Description: * Works as part of a team responsible to maintain the general ledger and records of mutual funds of varying complexity and producing end of day net asset value calculation. * Prepares daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations, portfolio pricing analysis/validations, timely internal/external information distributions, portfolio reconciliations, etc. * Partners with various internal/external administrators, transfer agencies and prime brokers/custodian relationships collaborating on compliance, audit and financials, while ensuring all Fund Accounting functions are in compliance with SEC regulations and GAAP principles Company DescriptionAbout BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.

Job Description Position Title: Advisor Development Consultant (ADC) Reports to: Principal Partner Department: Sales Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ Classification: Full-time; Exempt Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Make proactive outbound sales calls to: o Recruit financial advisors o Train financial advisors on product solutions and marketing programs o Grow the financial advisor’s practice · Respond to inbound calls regarding product solutions, marketing programs and practice betterment services · Meet call activity expectations and monthly sales goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least three years of successful internal sales consultant results · Proficient in Microsoft Outlook, Word and Excel with accurate typing skills · Some travel may be required · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Effective prospecting and customer relationship skills · Ability to ask probing questions to qualify and close business · Persistent and flexible to overcome call reluctance · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people oriented and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $40,000, • Variable Compensation: min $30,000 - $40,000 in year 1 (based on experience), • Bonus opportunities, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description At Bryan University we believe in challenging the boundaries of traditional education and in liberating the innate greatness in people. We know that online learning is the best option for students looking to transform their lives. We offer career-focused degree programs that empower Bryan University graduates with the knowledge and practical skills that lead directly to professional careers. Visit to learn more about what makes us stand apart. This is a remote, work-from-home position. We will consider applicants that reside in the following states: Arizona, Idaho, Nevada, Texas, and Utah. Pay Range: $22.59 - $24.03 per hour Bryan University has been recognized as one of the Top Companies to Work for in Arizona for the past 7 years in a row! We offer a robust benefits package that includes: • *Medical, • *Dental, • *Vision, • HSA, • Telemedicine, • An Award-Winning Wellness Program, • Tuition Assistant Program, • Short- and Long-Term Disability Options, • Life Insurance, • Employee Assistance Program, • 401K with Company Match, • Generous Paid Time Off, • Volunteer Paid Time Off, • 11 Paid Holidays, • An Empowering Company Culture, • Computer Equipment Provided, • Work from Home (* includes domestic partner coverage) Position Summary of the Financial Aid Advisor: As a Financial Aid Advisor, you will support Bryan University’s mission to help our students liberate their innate greatness by educating Bryan University applicants about the financial aid offerings available while providing appropriate information to assist the applicant in their decision-making process. You will help to facilitate the applicants’ chosen pathway to achieve their educational goals through our industry focused and career-driven programs by navigating them through the financial aid process. Responsibilities of the Financial Aid Advisor: • Conduct interviews with applicants seeking to qualify and obtain financial aid, • Examine applicant documents for SFA eligibility requirements, • Maintain accurate student files in accordance with SFA regulations including verification and disbursement, • Maintain accurate and up-to-date records of students receiving financial aid, • Other duties as assisting by the Associate Director of Financial Aid Requirements of the Financial Aid Advisor: • High School Diploma or GED required; Bachelor’s Degree strongly preferred, • 3+ years of previous experience in financial aid at a college or university required., • Ability to work on multiple projects simultaneously in a collaborative environment, • Excellent customer service skills including phone and email etiquette, • Strong organizational skills and attention to detail, • Ability to work in a virtual environment using multiple software programs simultaneously including MS Office programs, Canvas, Cvue, Gmail, Zoom, etc., • Attend required annual trainings as requested on campus. Bryan University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student, and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive.

Job DescriptionSalary: $47,000 - $55,000 annually (depending on experience) Who We Are: University of Advancing Technology (UAT) is an elite, intimate, private college in Tempe, Arizona, focused on educating students in advancing technology who desire to innovate for our future in disciplines such as Advancing Computer Science, Information Security, Game, and New Media technologies. Are you a technophile who loves the values of the traditional academy, but want the modern technology campus? Living on campus, students are surrounded by a true living-learning technology environment that incubates their ideas into innovations that students can patent and take to market. Students must create an innovation project to graduate. We are an entrepreneurial, results-oriented company recognized for delivering high standards of innovation and service. As an organization designed to change the lives of some of the brightest young minds, we rely on the excellence of every member of our family to continuously exceed our own standards and our students expectations. The Role: UAT is looking for a Financial Aid Advisor that is driven to help our students finance their education seamlessly. The Financial Aid Advisor will be responsible for reaching out to our brilliant students and assisting them through the FAFSA process, discussing other financing options, completing document verification, packaging students, and ensuring students have a financial plan in place for payment of institutional charges.Our students are incredible and our Financial Aid Advisors are there to ensure students can achieve their dreams to start their journey of higher education. Responsibilities: • Coordinate financial consultations with prospective students, • Create financial estimates and assist students with year-round financial planning, • Provide both prospective and current students with alternate funding options, • Assisting students by finding creative resources to help fund their education., • Working hand-in-hand with the student to meet the needs is important as financial aid planning is not a one-size-fits-all., • Educate prospective and current students regarding regulations, policies, procedures, and requirements for select financing options including federal financial aid, • Provide proactive, accurate, and comprehensive know-how to students while focusing on delivering a top-notch student experience, • Manage various student accounts to ensure timely and accurate communication Skills/Requirements: • Bachelor's degree required, • You have experience with the entire financial aid process including but not limited to FAFSA, assisting with all required financial aid documents, verification, packaging, entrance and exit counseling, etc., • You have experience working in a high-volume financial aid department while being responsible for your own cohort of students, • Youre smart, innovative, and see your ideas through to the finish line, • Youre the definition of a team player. You're friendly and genuine., • You show excellent interpersonal and relationship building skills, • Youre skilled, resourceful, and a fearless problem-solver, • Youre a master of communication and collaboration internally and cross-departmentally, • You maintain trustworthiness, confidentiality, and are discreet, • You take ownership and go the extra mile to get the job done, • You consistently execute deadlines while navigating through a fast-paced environment Salary: $47,000-$55,000 / annually (depending on experience) Location and Work Hours: • This is not a remote position; candidates must be willing and able to work in-person at the Tempe campus, • Monday through Friday, 9am-6pm Summary of Employment Benefits: • Medical insurance option with UAT covering over 60% of the premium cost, depending on coverage selected., • UAT has your BACK, by covering 100% of the monthly premium for Short-Term and Long-Term coverage., • Dental, Vision, 401k, Life Insurance, and AD&D Options, • Vacation, Personal Time, and over 15 Paid Holidays - we work hard, but give you that extra time to play hard as well!, • Competitive Employee and Dependent Scholarship Programs; we take pride in your educational background and look forward to supporting your families academic goals and endeavors., • Meal Benefit at University Caf. HANGRY? Never heard of here. Come get your lunch at the caf, on us, YUM!, • University Store Discount amongst other Discount Programs., • Positive, open, and transparent Work Environment and culture that includes Kudos Program, Casual Fridays and Select Work Weeks, Employee Wellness Activities, Bring your Pet to Campus, along with Summer and Winter Happiness Events., • Flexible Work Schedule: Telecommuting options based on tenure., • Employee Training and Development: Essential Skills Modules are scheduled on the job, allowing for learning, working, and implementation. UAT does not discriminate on the basis of race, color, religion, national origin, sex, age, or disability. It is our intention that all qualified applicants be given equal opportunity and that the selection decision be based on job-related factors. UAT does not sponsor foreign visas. Thank you for your understanding.

Job Description BCforward is looking to hire an Mutual Fund Accountant in Tempe, AZ Job Title: Mutual Fund Accountant Duration: 12 months Office Locations: Tempe, AZ 85288. Pay: $27.14/hr Job Description: Hybrid with 3 full 8-hour days (their choice of which 3 days) in office and 2 from anywhere they choose. Office Locations: 1101 W Washington St, Tempe, AZ 85288 EDUCATION REQUIREMENTS: Bachelor's Degree in related field TOP REQUIRED SKILLS/EXPERIENCE: intermediate-level accounting Experience, Excel proficiency TOP REQUIRED SOFT SKILLS: Detailed, punctual, timely JOB DESCRIPTION: • Works as part of a team responsible to maintain the general ledger and records of mutual funds of varying complexity and producing end of day net asset value calculation., • Prepares daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations, portfolio pricing analysis/validations, timely internal/external information distributions, portfolio reconciliations, etc., • Partners with various internal/external administrators, transfer agencies and prime brokers/custodian relationships collaborating on compliance, audit and financials, while ensuring all Fund Accounting functions are in compliance with SEC regulations and GAAP principles. Works as part of a team responsible to maintain the general ledger and records of mutual funds of varying complexity and producing end of day net asset value calculation. Prepares daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations, portfolio pricing analysis/validations, timely internal/external information distributions, portfolio reconciliations, etc. Partners with various internal/external administrators, transfer agencies and prime brokers/custodian relationships collaborating on compliance, audit and financials, while ensuring all Fund Accounting functions are in compliance with SEC regulations and GAAP principles. Company DescriptionAbout BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.

Job Description This is a remote position. Are you looking for: • Flexible hours;, • 100% remote work;, • A chance to be part of an Inc. 5000 fastest-growing company;, • Friendly colleagues, and, • Endless learning opportunities? Would you be great at: • Building relationships with clients;, • Working on interesting and complex accounting issues;, • Supervising bookkeeping teams;, • If so, this opportunity is for you! BooksTime is looking for an experienced accountant to join us as a Senior Accountant. You’ll oversee bookkeeping services for a set of clients. You will NOT be required to do: • Any tax work;, • Basic bookkeeping (you supervise the bookkeepers). Who We Are: BooksTime is on a mission to create opportunities for growth — for our clients, for our employees, and for our industry. We’re proud to be recognized on the Inc. 5000 list of fastest-growing private companies, and we’re excited to invite new team members to grow with us. For more information, check out our website: bookstime.com. Requirements What You'll Do: As a Senior Accountant, you'll: Set up services for new clients: You'll talk with them, understand their needs, and coordinate a team of international bookkeepers to get services up and running. Your role is to be a high-level accounting resource to the bookkeepers, help manage communication with the client (including managing their expectations), and generally build a trusted advisor relationship with the client. Supervise ongoing services: After the set-up is done, you’ll supervise and support the bookkeepers as needed for the same clients. As a growing, evolving company, there will also be opportunities to take on different or more specialized roles. For example, if you’re interested, there could be versions of this role that involve: • Only new service set-up or only ongoing supervision;, • Industry-specific specialization;, • Controller and/or CFO services;, • Management;, • So much more. Requirements: We're Looking for Someone Who Is: Experienced. Our ideal candidate has handled the accounting for multiple companies (either in-house or in an accounting/bookkeeping firm). If you have any of the following titles, it’s a good sign: Controller, Finance Manager, Full Charge Bookkeeper, Director of Accounting, VP of Finance, CFO, Senior Accountant, etc. Management experience is valuable but not required. Candidates should also have hands-on experience working directly in QuickBooks. Ideally, you have worked with several clients simultaneously. Knowledgeable. Most folks in this role have degrees in accounting (or similar) though this isn't strictly required. Being a CPA and/or ProAdvisor would be a plus, and common for this role, but these aren’t required either. Highly organized. This role is a high-speed juggling act. You need to juggle multiple clients with different services and coordinate the work of a diverse team of bookkeepers. This requires exceptional organizational and time management skills. Great at building strong relationships. A key part of the role is to establish a personal rapport with the clients. More than just an accountant, the goal in this position is to become a trusted advisor. This takes a friendly, positive “people person” who can handle the most difficult of clients and work strategically to address the problem. A great communicator. As the face of BooksTime to the client, you should have excellent professional communication skills. You will need to be perfectly fluent in English (written and spoken). Tech-savvy. You will need to be adept with computers and good at figuring out new systems and tools. Excel expertise is preferred. QuickBooks Online or Desktop experience is required. Experience with other accounting software, such as Xero or NetSuite, is not required but would be helpful. An adaptable, fast learner. Every client is unique in terms of personality, needs, software, etc., so each new client is a learning experience. We need someone who feels very comfortable diving in and figuring things out. If you are happiest maintaining a well-established process that someone else designed, this is NOT the ideal role for you. If you love looking for creative solutions to new problems all the time, you could be a perfect fit! BenefitsBenefits include: • Flexible schedule;, • Health insurance;, • Professional development assistance;, • Work from home;, • Simple IRA with employer matching after 2 years;, • $35-40/hour for 20-40 hours per week. Keywords: SAHM, Stay-at-Home Moms, Veterans, graduate student, grad student, Semi-retired people, part-time opportunity, volunteers, real-estate, construction, non-profits, start-up, technology, fractional controller, consulting, fractional senior accountant, fractional CFO, consulting CFO, outsourced CFO, outsourced controller.