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

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $65,000 - $106,000 Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plusAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Contact New York Life today to discover what making a living while making a difference is all about.

Job Description POSITION SUMMARY: Under general supervision of the Director of Public Works and Development Services or his/her designee, the Planner performs professional review of municipal planning applications and completes special projects. This position also enforces the Zoning and Subdivision Ordinances, and provides staff support to elected and appointed officials. ESSENTIAL DUTIES AND RESPSPSONSIBILITIES: The below statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. This description is subject to modification as the needs and requirements of the position change. • Acts as project manager for the duration of development applications including but not limited to zoning requests, plats and site plan applications., • Reviews, approves and releases zoning and development plans., • Coordinates with all applicable City departments to complete reviews and approvals of development, construction and landscape plans., • Assists in meeting the objectives of the City Council's Strategic Goals and City of Stafford's Comprehensive Plan, • Meets with developers, architects and engineers for pre-and post-development review and compliance and implementation of the Comprehensive Plan and the Zoning and Subdivision Ordinances., • Prepares professional staff reports and recommendations for presentation to the Planning & Zoning Commission and City Council., • Ensures all reports and recommendations are developed in accordance with applicable ordinances and policies and are suitable for placement on agendas for action,, • Presents data, statistical and project information, and proposes ordinance and development standards at public meetings., • Enforces planning, zoning and development ordinances., • Conducts special research projects, • Develops and issues impact fee assessments on related planning and zoning projects., • Assists in the preparation of Development Agreements., • Responds to inquiries and complaints from the public., • Conducts on site reviews of zoning and development projects., • Complies with all City policies and procedures., • Seeks innovative solutions to difficult or unusual development proposals., • Subject to 24 hour recall: The City reserves the right to require an employee in this position to work overtime including during emergency situations (defined as any natural or man-made disaster that may or may not necessitate the relocation of City personnel or citizens). In the event of an emergency and/or a required evacuation, the incumbent may be required to remain at work to provide needed services or perform essential duties for the benefit of the general public including services or duties different from those performed in the normal course and scope of the position. KNOWLEDGE, SKILLS & ABILITIES: To perform in this position successfully, and individual(s) must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. • Knowledge of Federal, State, regional and City zoning, subdivision and comprehensive planning regulations, ordinances and codes., • Knowledge of developing, amending, implementing and enforcing codes and ordinances., • Knowledge of City policies and procedures., • Ability to work in a collaborative, team environment with other City employees, applicants and citizens., • Ability to provide exceptional customer service skills., • Ability to research, analyze, develop, interpret and implement techniques for planning and zoning proposals., • Ability to complete assignments with limited direction and supervision., • Ability to work under deadlines and stressful situations., • Ability to resolve problems quickly and effectively., • Proficiency in the use of computers and computer programs to include: Microsoft Word, Excel, PowerPoint and other MS programs., • Skill in reading, interpreting and analyzing maps, exhibits, legal descriptions, plats, site plans and elevation drawings., • Skill in effective oral and written communications., • Skill in conducting inspections and investigations and enforcing codes, ordinances and regulations., • Skill in planning, recommending, developing and implementing public policies and procedures related to urban planning and zoning., • Skill in mediating, negotiating and resolving customer complaints and concerns., • Must possess strong organizational skills and be detail oriented. EDUCATION, EXPERIENCE AND TRAINING (Certification/Licensure): The preferred way to obtain the minimum knowledge, skills and abilities to perform the essential duties and responsibilities of this position are listed below. The City reserves the right to allow substitutions in the event that a candidate or incumbent exceeds requirements in one area but may be deficient in another. Education / Related Work Experience: Bachelors Degree in Urban Planning, Public Administration, Landscape Architecture or related field, and five (5) years of urban planning, public administration and/or related experience or equivalent combination of education and experience. Training (Certification/Licensure): Must possess valid Class C State of Texas Drivers License. ADA AND OTHER REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals to perform the essential functions. Positions in this class typically require: stooping, reaching, standing, walking, lifting, fingering, grasping, talking, hearing, seeing and repetitive motions. Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. The City of Stafford is an Equal Opportunity Employer Job Posted by ApplicantPro

Job DescriptionDirector of Sales & Marketing - Doubletree by Hilton Houston Hobby Airport What You’ll Be Doing • You will build excellent relationships with clients, third parties, and community organizations in order to generate business for the hotel. You’ll providing strategic direction to the team of sales and catering professionals to achieve the hotel’s revenue goals and maximize revenue performance., • Your daily tasks will focus on guiding the sales and catering team to achieve monthly revenue goals. This includes developing action plans; analyzing data; reporting on results; and overseeing marketing efforts., • You will report to the General Manager., • Strong knowledge of the Hotel’s Market and previous hotel selling experience., • Engage with the local community to develop business opportunities and establish hotel street credibility., • Create an exceptional work environment that is fun, courteous, friendly, and professional., • Demonstrate excellent time management and organizational skills., • Proficient in computer skills, particularly with prior hotel brand experience., • Exceptional attention to detail in client and associate follow-up., • Strong decision-making skills in revenue management., • Excellent pricing and positioning abilities., • Consistently achieve revenues that meet or exceed budget., • Quickly evaluate alternatives and make informed plans of action., • Teach a wide range of selling, detailing, and closing techniques., • Proven track record in selling and negotiating., • Effectively balance the needs of clients, the company, and the owner. Education & Experience • Bachelor’s degree and/or combination of education and experience., • Three (3) to Five (5) Hotel Sales Experience, Required., • Hotel brand Experience, Highly Preferred., • Ability to lead Revenue and Sales Disciplines., • Flexible Scheduling Availability, including evenings, nights, and weekends. Essentials To be a successful candidate, you will need the following: • Eligible to work in the United States., • Sufficient education and/or literacy needed to identify and read product labels and to communicate with guests about job-related needs., • The ability to see, hear, talk, sit, stand, handle objects, bend, kneel, stoop, and lift items as needed for the position with or without reasonable accommodations., • Amazing opportunities for career advancement across HVMG, • Flexible full-time and part-time schedules, • Up to 40% earned wages paid BEFORE payday with PayActive, • Paid Time Off (PTO) and Paid Holidays, • Full Healthcare Benefits (including medical, dental, and vision coverage), • 401k Retirement Plan with a guaranteed 4% match and no vesting Our Be Excellent culture is more than just words on a website -- we live and breathe it. As one associate said in an anonymous survey, "This is the best management company I've ever worked for. They walk the talk from the corporate office to the field." We believe that the hotel business is one of the few industries in which successful career paths can start anywhere on the org chart. You control your destiny, and, if our executives are any indication, today's dishwasher can be tomorrow's Senior Vice President. HVMG participates in the E-Verify program in certain locations, as required by law. An Equal Opportunity Employer We provide equal opportunity without regard to race, color, national origin, religion, sex, age, marital status, or disability.

Job Description At BSA LifeStructures, we create healing environments that positively impact patients, staff, and communities. As a Senior Healthcare Planner, you will be a key resource and subject matter expert, leading clients and project teams to successful outcomes. You’ll play a critical role in master planning, programming, and strategic facility development, helping to define the future of healthcare spaces. This role may work from our St Louis or Houston studio. This position is a planning expert and resource responsible for leading clients and project teams to successful outcomes. What You’ll Do: Lead Healthcare Planning & Strategy • Develop project-specific space programs that align with client needs., • Guide master planning efforts and assist in project pre-design packages., • Work closely with Principals, designers, and project teams to bring planning concepts to life., • Provide technical expertise in programming, schematic design, and space planning., • Ensure compliance with healthcare regulations and licensing standards., • Provide mentorship to architectural teams, helping to develop the next generation of planning expertise., • Educational Background: Accredited Bachelor's or Master's Degree in Architecture., • Professional Licensure: Licensed Architect with current registration. NCARB certification preferred., • Experience: At least 15 years related experience, including facility programming, experience interfacing with users including leading programming and design meetings with clients., • Industry specific certifications preferred., • Strong knowledge and expertise working in the healthcare market., • Understands planning, architecture and project management tools and software. At BSA LifeStructures, we empower our team members to make a meaningful impact. As a 100% employee-owned firm, you'll have a direct financial stake in our growth and success while benefiting from a collaborative and innovative environment. Join us and be part of a team dedicated to creating spaces that support healing, learning, and discovery. Exceptional Benefits: We offer a comprehensive benefits package from day one, including: • Medical, dental, and vision coverage, • Flexible Time Off (FTO), • Parental leave, • Hybrid work schedule, • Paid volunteer time and a giving back Program Our core values define us: • Partners: Our employee-owners value team success as well as individual success., • Purposeful: Our experts are solution oriented, creating inspired solutions in healing, learning, and discovery environments., • Learners: We are constantly striving for expertise and sharing knowledge., • Owners: We are committed to a culture of empowerment; thinking and acting like employee-owners to ensure the success of our clients and our business., • Ideal Team Players: We are humble, hungry, and smart. If these values resonate with you, we encourage you to apply and take the next step in your career with BSA LifeStructures! BSA LifeStructures is an equal opportunity employer.

Job Description Zone IT Solutions is not only focused on IT roles but also extends its reach to recruit for various non-IT business positions. We are committed to connecting talented professionals with diverse opportunities across multiple sectors, ensuring a perfect fit for both clients and candidates. Requirements We are currently seeking qualified candidates for a variety of non-IT business roles. Some of the positions available include: • Project Manager, • Business Analyst, • Human Resources Manager, • Marketing Specialist, • Sales Executive, • Financial Analyst, • Operations Manager, • Customer Service Representative, • Procurement Officer, • Account Manager, • Compliance Officer, • Administrative Assistant, • Training and Development Coordinator, • Supply Chain Specialist, • Business Development Manager, • Corporate Communications Specialist, • Data Entry Clerk, • Executive Assistant, • Strategic Planner, • Event Coordinator, • Product Manager About Us We specialize in Digital, ERP, and larger IT Services. We offer flexible, efficient and collaborative solutions to any organization that requires IT, experts. Our agile, agnostic, and flexible solutions will help you source the IT Expertise you need. If you are looking for new opportunities, send your profile at . Also follow our LinkedIn page for new job opportunities and more. Zone IT Solutions is an equal opportunity employer and our recruitment process focuses on essential skills and abilities. We encourage applications from a diverse array of backgrounds, including individuals of various ethnicities, cultures, and linguistic backgrounds, as well as those with disabilities.

Job DescriptionThe Electrical Engineer will have electrical ownership of Production Units and Electrical Programs served by (4) 138KV feeds from the Utility with a breaker-and-a-half bus scheme, which are complimented by (2) gas fired Cogeneration plants (75MW each), (2) steam turbines (50MW each) with a total generation of 250MW. The electrical distribution is made up of almost 300 substations with nominal voltages of 35KV, 12KV, 4.16KV, 2.4KV, and 480V which serve plant loads. The Electrical Engineer is a staff function with no direct reports. The role is a key member of the Electrical Engineering Department with many interfaces within the plant and outside the plant with vendors and other partners. Interpersonal skills, negotiating skills, networking ability and the ability to manage multiple interfaces with varying needs and priorities are critical factors for this position. The Electrical Engineer role is a highly collaborative and dynamic position. Successful candidates must be able to work alone or as part of a team. Primary interfaces are with other members of the Electrical Engineering Department; Process Engineering staff; Operations, Maintenance, Production staff; other discipline personnel; contract engineers; and vendor/manufacturer’s representatives in support of 24x7 operation of the site. In this role, a Reliability Centered Maintenance (RCM) work process and expert analytical skills are employed to improve the performance of our assets while providing strategic support to the maintenance organization for electrical issues. DUTIES / RESPONSIBILITIESØ Technical guidance and TA3 Assurance for MOCs and complex ASMs. Ø Identifying long-term and reoccurring (bad actor) problems and providing feasible pathways for resolutions. Ø Identifying obsolescence issues and providing possible solutions to mitigate (both short and long-term). Ø Developing, mapping out and maintaining a 10-year strategy to enhance and maintain the reliability of obsolete, modern, and proposed power distribution project solutions to maximize business profitability. Ø Develop preventative maintenance requirements and plans for electrical systems via application of MEC/RCM. Ø Deliver quality assurance for electrical projects in the area supported. Ø Provide engineering guidance to area Electrical Specialist for repair of electrical installations. Ø Ensure compliance with OSHA, company, industry codes & standards, and internal procedures. Ø Contribute to, and at times lead causal investigations when electrical equipment is involved. Ø Develop turnaround work scope using the MEC work process and support the TA Planner with the development of execution plans and delivery of the events. Ø Lead electrical efforts during plant abnormal situations and recoveries. Ø Maintain knowledge of new technology for application in site equipment design, testing, and installations. Ø Develop and drive electrical competency and training programs for the electrical community. Ø Support electrical design scope in production unit MOC activities. QUALIFICATIONS / REQUIREMENTSv Experience in multiple phases of the manufacturing business and technical support for Environment & Compliance on the permit to operate analytical (CEMS). v Experience in the areas of field support with a heavy emphasis on problem-solving. v Systems with voltages: 138kV, 35kV, 15kV, 4.16kV, 2.4kV and low voltage. v Schweitzer and GE protective relays. Power management systems. Circuit breaker technologies: SF6 gas, vacuum, and air Standby & emergency generators. Power factor correction capacitors and systems. Cathodic protection hardware and systems. Motor operated valves (MOVs). v Familiarity with SKM Modeling software. v Familiarity with Steam turbine generators and Cogen units. v Strong troubleshooting and analytical skills, application of the National Electric Code, NFPA 70E (Standard for Electrical Safety in The Workplace), NFPA 70B (Recommended Practice for Electrical Equipment Maintenance), API RP-500 (Recommended Practice for Classification of Locations for Electrical Installations). v Ability to work well in a collaborative team environment. v Ability to analyze complex problems to ensure timely and accurate resolution of system anomalies before they impact operations. v Ability to learn new concepts and technologies quickly. v Excellent communication skills, both written and oral, with ability to present complex information in a manner that is accessible to a range of audiences. v Innovative, flexible, and open to displaying a Learner Mindset. v Strong organizational and planning skills (able to manage multiple tasks simultaneously). v Has the energy and enthusiasm to advocate for important objectives.v Additional Requirements: BS Electrical Engineering 3-8+ years of electrical experience with preference for industrial experience within large petrochemical manufacturing facilities. E04JI800n8pv406fcoj

Job DescriptionSupply, Demand & SIOP CoordinatorLocation: Houston, TX (Hybrid)Department: Supply Chain ManagementEmployment Type: Full-time About Revive RXRevive RX is a leading compounding pharmacy delivering high-quality sterile and non-sterile medications nationwide. We combine clinical expertise, operational excellence, and innovation to optimize patient outcomes. As we scale, we’re building a world-class Sales, Inventory & Operations Planning (SIOP) program to strengthen supply chain efficiency, financial alignment, and customer service. About the RoleThe Supply, Demand & SIOP Coordinator owns forecasting, supply planning, and the end-to-end SIOP cycle. You’ll integrate demand, supply, inventory, and operations plans into a single, aligned strategy. Partnering with Sales, Marketing, Operations, Procurement, Finance/Accounting, and Quality, you’ll ensure accurate demand signals, achievable supply plans, optimized inventory, and clear KPI reporting. This role is ideal for a collaborative, data-driven planner who can balance tactical execution with strategic thinking.What You’ll Do Demand PlanningAnalyze historical sales, seasonality, and customer behavior to build forecasts.Incorporate inputs from Sales/Marketing (promotions, pipeline).Apply statistical models/predictive analytics to refine forecasts.Present demand forecasts, risks, and opportunities to leadership. Supply & Operations PlanningBuild supply plans aligned to capacity, lead times, and material availability.Assess manufacturing constraints and balance workloads across facilities.Partner with Procurement on supplier performance and lead time adherence.Synchronize production schedules to optimize service levels and cost. Inventory ManagementMaintain optimal inventory levels balancing carrying cost and service.Reduce slow-moving/obsolete inventory and improve replenishment.Leverage systems for real-time visibility and decision-making.Drive continuous improvement in turns and availability. SIOP Process LeadershipFacilitate monthly SIOP (Forecasting, Reconciliation, Consensus, Executive).Ensure cross-functional participation (Sales, Marketing, Finance, Operations, Supply Chain).Own calendars, agendas, and documentation for all SIOP meetings.Align demand/supply plans with budgets and financial targets.Build/update SIOP decks and performance dashboards. Performance & Continuous ImprovementTrack and report KPIs: Forecast Accuracy, Inventory Turns, Fill Rate, Supplier Reliability, Production Accuracy, COGS, OTIF.Identify and close gaps across forecasting, supply alignment, and financial integration. Advance data quality, SIOP maturity, and cross-functional collaboration.Stay current on industry best practices and planning technologies.What You’ll BringBachelor’s degree in Supply Chain, Business, Finance, Operations, or related field. 3–5 years in demand/supply planning, SIOP, or inventory management (pharma/healthcare preferred).Strong analytical and data-modeling skills; ability to translate insights into actions. Proficiency with ERP/planning tools and advanced Excel.Excellent facilitation and communication skills; experience leading cross-functional meetings. Highly organized; strong attention to detail and deadlines.Knowledge of FDA/cGMP regulations (preferred).Comfortable in a fast-paced, growth environment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail

Strategic Planner Job Duties: Assess the company's goals.

Job Description *Note: The selected candidate for this position must be located, or willing to relocate, within commuting distance to Houston OR Austin. Lead. Build. Shape the Future of Mobility in Texas. Do you have an entrepreneurial spirit and a passion for shaping how people move? Foursquare ITP is seeking a Project Manager / Senior Transportation Planner to launch and grow our Texas presence—a role that combines strategic leadership, business development, leading transportation projects, and hands-on planning. This is more than a job—it’s an opportunity to start something new: build a local office, grow a talented team, and expand our impact across the state. As our Texas Practice Lead, you’ll collaborate with senior leaders across the firm while cultivating partnerships with clients, agencies, and communities throughout the Lone Star State. You’ll be the face of Foursquare ITP in Texas—leading innovative transportation planning projects, developing business opportunities, and helping to shape the next generation of sustainable mobility. Why Foursquare ITP? At Foursquare ITP, we are mission-driven with soul—improving daily life through a more people-focused approach to transportation planning. Our passion is lived every day, as we experience the systems we help shape. We show up as authentic partners to our clients, delivering innovative, tailored, and practical solutions that turn strategy into real-world impact. Here, your work matters. You’ll help connect communities, shape transit systems, and advance sustainable mobility options—from bus rapid transit to micromobility—while collaborating with a multidisciplinary team of planners, data scientists, designers, and engagement experts. We invest in you. You’ll gain access to robust technical and leadership training, mentorship, and professional development opportunities, supported by a collaborative culture that values balance, respect, and growth. Our benefits support your whole self—from 100% company-paid health insurance to flexible work-from-home, generous time off, and team events that keep us connected. Your growth has no ceiling. At Foursquare ITP, your trajectory is driven by your ambition and contributions. You’ll have the opportunity to build new services, lead high-visibility projects, and shape company strategy—backed by a firm that believes in your vision. Your Impact You’ll be joining a team already making waves in Texas, with active work for CapMetro, VIA, DART, Houston METRO, TxDOT, and MPOs across the state. This work includes: • Transit planning projects including bus network redesigns and transit facility planning;, • Strategic organizational assessments and vision plans developed with agency leadership teams;, • Transit operations planning and performance measurement through data analytics and dashboards;, • Active transportation planning, including gaps analysis, safety analysis, and corridor prioritization; and As our Texas Lead, you will: • Build and expand Foursquare ITP’s presence across Texas by cultivating relationships and leading pursuits in coordination with national experts., • Lead projects in sustainable mobility, including transit service planning, BRT and corridor planning, microtransit, and multimodal strategy., • Manage and mentor staff as the practice grows., • A passion for transportation planning and improving communities through better mobility., • 10–20+ years of relevant experience in transportation planning for sustainable modes, including project and staff management., • Experience leading high-quality, impactful projects in at least one of Foursquare ITP’s core focus areas: transit service planning, BRT and corridor planning, multimodal access, or active transportation., • Proven success in business development and client relationship building, ideally with Texas-based agencies or partners., • Strong written, oral, and visual communication skills and a collaborative, mentoring mindset., • A bachelor’s or master’s degree in transportation planning, urban planning, or related field., • 100% company-paid health insurance (employee) + dependent subsidy, • Liberal work-from-home flexibility, • 401(k) with company match, • Generous vacation and paid holidays, • Paid industry memberships and conference attendance, • Company-funded HSA and FSA options, • Professional and management training programs, • Transit subsidy, paid cell phone plan, and performance bonuses Compensation Candidates who meet the minimum years of experience and qualifications for the most junior role in this track will receive a salary of $114,700. Those with more experience who qualify for a more senior role will receive a higher salary. Join Us and Build What’s Next At Foursquare ITP, we believe in punching above our weight—taking on complex, high-impact projects while staying nimble, connected, and people-focused. If you’re ready to build a practice, shape a team, and lead transformative mobility planning across Texas, we’d love to hear from you. Powered by JazzHR ufeqsfHJae

Job Description SUMMARY: The Administrative Assistant provides comprehensive administrative and operational support to the Project Director to ensure the efficient management of SERCO’s Workforce Solutions regional operations. This role enhances the Director’s capacity to meet programmatic, compliance, and performance goals by coordinating logistics, managing information flow, facilitating communication across internal and external stakeholders, and managing incoming requests (from clients, partners, corporate, and internal teams) to ensure timely execution and delivery of project commitments. DUTIES AND RESPONSIBILITIES: • Adheres to the mission, vision, and values of SERCO., • Provides high-level administrative support to the Project Director to enable strategic and operational efficiency., • Manages the Project Director’s calendar, meetings, travel arrangements, and project timelines to ensure timely execution of deliverables., • Facilitates internal and external communication between the Project Director and regional offices, Board officials, TWC representatives, employers, and community partners through online tools such as Webex, Zoom, Teams, Dropbox, OneDrive, and Google Docs., • Coordinates logistics and documentation for management meetings, stakeholder engagements, and compliance reviews., • Assists with preparation, proofreading, and tracking of correspondence, board reports, performance dashboards, fiscal documents, and procurement files to support workforce program operations., • Maintains the Project Director’s files and records in an efficient, accessible distribution and retrieval system for audit readiness and compliance., • Manages incoming requests on behalf of the Project Director (from clients, partners, corporate, and internal teams), tracks deadlines, and ensures timely completion and follow-through on deliverables., • Assists with transcription of minutes for leadership team meetings and monitors follow-up action items to completion., • Assists with budget tracking, travel forms, expense reports, and procurement documentation related to Project Director expenditures., • Supports communication efforts, including maintaining social media posts, drafting communications, and coordinating webinar and training logistics for regional offices., • Oversees routing, monitoring, and recording of incoming/outgoing correspondence; ensures proper escalation, response tracking, and filing., • Supports the Director in facilitating annual schedules for staff development, employee training, procurement deadlines, and compliance monitoring., • Completes operational and research tasks to support corporate initiatives, program development, and system innovation., • Performs other duties as assigned to advance organizational objectives and support workforce system effectiveness. DESIRED KNOWLEDGE, SKILLS AND ABILITIES: • Demonstrated excellence in organizational and office management skills within both remote and virtual environments., • Advanced proficiency in word processing, spreadsheets, databases, workflow mapping, research, social media, and online collaboration tools. Must be highly skilled in using software such as Office 365 (Outlook, Word, Excel, Publisher, PowerPoint, SharePoint, OneDrive, MS Planner, Visio), Boomerang, Dropbox, Google Docs, SurveyMonkey, Constant Contact, PDF Suite, DocuSign, and web design platforms (e.g., Wix or similar)., • Exceptional writing, editing, and communication skills., • Bilingual (English/Spanish) required., • Excellent interpersonal skills with the ability to work effectively with diverse internal and external stakeholders., • Ability to work flexibly in both traditional office and home-based office environments., • Requires discretion, confidentiality, and the secure handling of all corporate information and sensitive data/records., • Must be willing and able to travel within the state of Texas. EDUCATION AND EXPERIENCE: • Bachelor’s degree preferred an equivalent combination of education and experience may be substituted., • Minimum of three (3) years of experience providing administrative support to senior or executive-level management (e.g., CEO, Director, COO)., • Experience coordinating projects and supporting personnel management strongly desired., • Professional demeanor and appearance required. SPECIAL REQUIREMENTS: 1. Must possess a valid Texas Driver’s License and provide automobile liability insurance as required by the State of Texas., 2. Must have access to reliable transportation in order to make required visits. Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. 1. PHYSICAL DEMANDS: While performing duties of the job, the employee is occasionally required to stand; walk; sit; for long periods of time. Employees must be able to drive for extended periods of time. Employees must occasionally lift and /or move up to 25 pounds, must be able to set up a display area. 2. WORK ENVIRONMENT: Fast paced, demanding physically and mentally, will be in constant communications. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this job. Duties, responsibilities and activities may change at any time with or without notice. Start your SERCO of Texas interview now. Click the Self-Interview link for step-by-step directions. Please review the full job description before you begin. Completing the self-interview counts as your fully submitted application. Administrative Assistant Willo is a platform for structured, asynchronous, video creation and sharing. 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