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Wealth Tech / $125B AUM / Growth opportunity This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $140,000 - $155,000 per year A bit about us: Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services. Why join us? Organic growth opportunities. Technology is part of the revenue driver of the organization so there is a focus to always utilizing the most cutting edge technologies. Benefits: Salary + bonus Opportunity for equity after 1 year of employment Unlimited PTO Premium health, dental, and vision, HSA (with company contribution) and FSA 401(k) + company match Job Details You will be an integral part of ensuring our firm can scale high-quality support, onboarding, training and adoption for clients utilizing the various advisor technology platforms. You have 10+ years in wealth management technology, client enablement, platform leadership experience and deep experience with performance reporting software and/or financial planning software. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Service Technician – Automotive EUROPEAN Experience We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement. Here, you’ll work alongside some of the best in the business and make great money while doing it. If you love diagnosing and repairing vehicles while maintaining a positive attitude, then let’s talk! Job Responsibilities • Examine and diagnose vehicles, • Discuss repairs with shop foreman or service advisor, • Communicate additional service requests to service advisor, • Plan work in cooperation with shop foreman, • Provide labor estimates to service advisor, • Monitor repair time and update service advisor, • Maintain strict adherence to dealership policies on vehicle care and operation, • Complete story and/or documentation for client repairs, • Assist in mentoring technician trainees, • Attend company and factory training, • Keep current with factory technical bulletins, • Understand and follow federal, state and local regulations (such as disposal of hazardous waste) Education and/or Experience High school diploma or GED (general equivalency diploma); or 1 to 3 months related experience and/or training; or equivalent combination of education and experience. Certificates, Licenses, Registrations Operator Driver's License & State Inspection License Compensation Compensation is based on experience and commensurate with Fortune 500 companies. About Us At Peak Performance Team, our core philosophy is that leaders should have the freedom to make their own decisions regarding the products they offer and how they handle claims. We accomplish this by creating customized, wealth-building purchase and protection products, previously available only to administrators and the largest franchise dealer groups and bring them to all dealerships..and we’ll train your staff in the best ways to present and sell the products to maximize your profits and create a satisfied customer-base who will not only return for future purchases but will also sell YOU to their families and friends. We’ll make you their hero! PPT staff is comprised of industry experts dedicated to their craft. As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more. We understand the complexities and challenges that dealers face. That’s why we’ve made it our revenue rather than lining the pockets of a corporate administrator.

Job Description Service Technician – Automotive A+ We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement. Here, you’ll work alongside some of the best in the business and make great money while doing it. If you love diagnosing and repairing vehicles while maintaining a positive attitude, then let’s talk! Job Responsibilities • Examine and diagnose vehicles, • Discuss repairs with shop foreman or service advisor, • Communicate additional service requests to service advisor, • Plan work in cooperation with shop foreman, • Provide labor estimates to service advisor, • Monitor repair time and update service advisor, • Maintain strict adherence to dealership policies on vehicle care and operation, • Complete story and/or documentation for client repairs, • Assist in mentoring technician trainees, • Attend company and factory training, • Keep current with factory technical bulletins, • Understand and follow federal, state and local regulations (such as disposal of hazardous waste) Education and/or Experience High school diploma or GED (general equivalency diploma); or 1 to 3 months related experience and/or training; or equivalent combination of education and experience. Certificates, Licenses, Registrations Operator Driver's License & State Inspection License Compensation Compensation is based on experience and commensurate with Fortune 500 companies. About Us At Peak Performance Team, our core philosophy is that leaders should have the freedom to make their own decisions regarding the products they offer and how they handle claims. We accomplish this by creating customized, wealth-building purchase and protection products, previously available only to administrators and the largest franchise dealer groups and bring them to all dealerships..and we’ll train your staff in the best ways to present and sell the products to maximize your profits and create a satisfied customer-base who will not only return for future purchases but will also sell YOU to their families and friends. We’ll make you their hero! PPT staff is comprised of industry experts dedicated to their craft. As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more. We understand the complexities and challenges that dealers face. That’s why we’ve made it our revenue rather than lining the pockets of a corporate administrator.

Job Description Service Technician – Automotive We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement. Here, you’ll work alongside some of the best in the business and make great money while doing it. If you love diagnosing and repairing vehicles while maintaining a positive attitude, then let’s talk! MUST BE AN (A) OR (B) TCHNICIAN with EURO EXPERIENCE TO APPLY !!! Job Responsibilities • Examine and diagnose vehicles, • Discuss repairs with shop foreman or service advisor, • Communicate additional service requests to service advisor, • Plan work in cooperation with shop foreman, • Provide labor estimates to service advisor, • Monitor repair time and update service advisor, • Maintain strict adherence to dealership policies on vehicle care and operation, • Complete story and/or documentation for client repairs, • Assist in mentoring technician trainees, • Attend company and factory training, • Keep current with factory technical bulletins, • Understand and follow federal, state and local regulations (such as disposal of hazardous waste) Education and/or Experience High school diploma or GED (general equivalency diploma); or 1 to 3 months related experience and/or training; or equivalent combination of education and experience. Certificates, Licenses, Registrations Operator Driver's License & State Inspection License Compensation Compensation is based on experience and commensurate with Fortune 500 companies. About Us At Peak Performance Team, our core philosophy is that leaders should have the freedom to make their own decisions regarding the products they offer and how they handle claims. We accomplish this by creating customized, wealth-building purchase and protection products, previously available only to administrators and the largest franchise dealer groups and bring them to all dealerships..and we’ll train your staff in the best ways to present and sell the products to maximize your profits and create a satisfied customer-base who will not only return for future purchases but will also sell YOU to their families and friends. We’ll make you their hero! PPT staff is comprised of industry experts dedicated to their craft. As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more. We understand the complexities and challenges that dealers face. That’s why we’ve made it our revenue rather than lining the pockets of a corporate administrator.

Are you looking for a mid-sized firm that has a close-knit feel, while still providing you the global reach to work with complex and challenging clients? At HLB Gross Collins we offer all that, and more! The Opportunity We are seeking a dynamic and driven Experienced Tax Associate or Tax Senior Associate with 1-3 years of experience in Public Accounting to join our firm at the Atlanta Office. As an Experienced Tax Associate you will have strong analytical, communication, and organizational skills. Your primary responsibilities will consist of tax return preparation, including tax research, tax planning, and preparation of supporting work papers for various tax returns and tax related projects. You will continue to grow your leadership skills while beginning to train and mentor other tax staff and interns. You will have the opportunity to work with our sophisticated client base consisting of high-net-worth individuals and companies in a variety of industries including construction, manufacturing & distribution, real estate, and service and technology, as well as international businesses. How You Will Spend Your Time • Prepare and review individual, trust, partnership, and corporate tax returns, including preparation of workpapers, • Draft and revise correspondence, memorandum, and other client deliverables, • Prepare tax projections and other tax planning strategies, • Demonstrate the ability to efficiently research and analyze international and domestic tax issues, • Provide supervision, training, and support to the engagement staff and interns, • Begin acquiring the skills necessary to develop and build quality client relationships and loyalty, • Develop an understanding of the client's industry and recognizes key performance indicators, business trends, and emerging technical and industry developments, • Participate in networking activities and maintain contact with business peers Who You Are • You have a Bachelors degree in Accounting, Masters of Accounting or Taxation preferred, • You have a minimum of 1 year of experience in a public accounting firm, with at least 1 busy season under your belt, • You have your CPA license or are CPA eligible, • You are an effective multi-tasker with the ability to manage multiple engagements and competing projects while maintaining work quality, • You have excellent analytical and technical tax skills, • You look forward to enhancing your competencies through continued professional education, • You have exemplary written, verbal, and interpersonal skills, • You have a growth mindset that you use to solve problems and find solutions, • Most importantly, you have a strong commitment to professional and client service excellence Some of the Benefits We Offer You • Generous Health, Dental, and Vision Insurance starting your first day of employment, • 401(k) Matching, • Paid Time Off & Paid Holidays, • Well-Being & Wellness Benefits and Programs, • Financial Support for Professional Exams and Continuing Education, • Culture based on integrity, respect, accountability, and excellence, • Competitive compensation reflecting skills, competencies, and potential, • Flexible Work Schedule to enjoy work/life balance, • Dress for Your Day policy, • Opportunities to join our community service and social initiatives About Us HLB Gross Collins is named yearly as a Top 25 Atlanta Firm and we have a 50-year history of serving our clients. We are looking for dynamic individuals who will demonstrate the commitment to excellence that is ingrained in our culture. We are dedicated to the growth of our clients and our people, and we are looking for individuals who will support those goals for the community we have created. We form close partnerships with our clients to learn about the heartbeat of their businesses. Clients receive personalized service from a highly responsive team of professionals who have a wealth of financial knowledge and expertise to help make their businesses succeed. Becoming a trusted business advisor to each client is at the core of our mission: "growth of our people, growth of our clients - all else follows." HLB Gross Collins, P.C. is an Equal Opportunity Employer. HLB Gross Collins, P.C. maintains a drug-free workplace.

Overview The Family Office is an investment-focused organization responsible for aligning the family’s investment strategy and asset allocation with long-term objectives, while ensuring that all operational, administrative, and lifestyle-related needs are executed seamlessly. The office operates as a small, high-performing team that values integrity, precision, and a deeply service-oriented mindset. The Family Office is seeking an Operations Associate to support and enhance the day-to-day functioning of the office’s non-investment activities. This individual will work closely with Family Office leadership and serve as a central coordinator across vendors, advisors, household staff, and internal processes. The role requires strong organizational capabilities, sound judgment, and the ability to operate with discretion across a wide range of responsibilities. This is an in-office role based in Midtown Atlanta, reporting to the CEO, with periodic travel to New York City as needed. The role offers meaningful growth potential for high performers, with increasing scope and responsibility as the family office continues to build and scale. Responsibilities Vendor & Advisor Coordination • Serve as a primary point of contact for third-party service providers, including insurance brokers, legal counsel, tax advisors, property managers, and charitable administrators, • Coordinate onboarding, ongoing management, and periodic review of vendors and external partners, • Oversee personal insurance coverage across assets (e.g., real estate, vehicles, valuable property), including tracking policies, renewals, and working with brokers to ensure appropriate and up-to-date coverage, • Track contracts, key deliverables, and renewal timelines to ensure proactive management of relationships Entity & Document Management • Assist with administration of legal entities, including maintaining organizational documents, tracking compliance requirements, and supporting external legal and tax advisors, • Coordinate execution, storage, and retrieval of important documents (e.g., contracts, estate planning materials, insurance policies), • Support diligence and information gathering for legal, tax, and operational matters Financial & Administrative Support • Partner with external accounting and finance teams to support reporting, bill pay coordination, and tracking of non-investment assets and expenses, • Assist with opening and maintaining bank and brokerage accounts, including coordinating documentation, onboarding processes, and ongoing account administration, • Support coordination of inputs for periodic reporting and assist in preparing summaries or materials for leadership and family members, • Support budgeting, expense tracking, and cash flow coordination for operating entities and households Reporting & Information Coordination • Coordinate and consolidate information across advisors to support accurate and timely reporting, • Assist in preparing materials for internal meetings, family discussions, and external advisor updates, • Track key data points across entities, properties, and accounts to support visibility and decision-making Operations & Infrastructure • Support the day-to-day operations of the family office, ensuring consistency, reliability, and attention to detail across all non-investment functions, • Assist in developing, documenting, and refining internal processes, workflows, and systems to improve efficiency and scalability, • Maintain and organize centralized records, including digital and physical filing systems, ensuring accuracy, accessibility, and confidentiality, • Support business continuity planning and operational best practices across the office Technology & Systems • Help manage and optimize internal systems, including document management platforms, shared drives, and data organization, • Support implementation and onboarding of new tools (e.g., expense management, reporting, secure communication platforms), • Coordinate with external IT vendors on system maintenance, access management, and basic cybersecurity best practices, • Maintain data integrity and consistency across systems HR / People Operations • Collaborate with Household Managers and external service providers to support administration of household staff and operations, • Support onboarding and offboarding processes for household and office staff, • Assist with coordination of payroll, benefits, and related administrative processes with external providers, • Maintain organized employee records and documentation, • Support ad hoc people-related needs across the family office ecosystem Philanthropy & Special Projects • Support administration of charitable activities, including coordination with custodians, tracking donations, and maintaining records, • Lead or support special projects, including research, vendor sourcing, and implementation of new initiatives, • Provide flexible, hands-on support across the family office as priorities evolve Qualifications: • Bachelor’s degree required, • 1–5 years of experience in financial services, wealth management, operations, paralegal, or a related field, • Exceptional attention to detail with the ability to manage multiple priorities and follow through consistently, • Demonstrates a high degree of professionalism, confidentiality, and sound decision-making, • Clear, polished communicator with the ability to interact effectively with a wide range of stakeholders, • Proactive, resourceful, and comfortable operating independently in a dynamic environment, • Strong commitment to supporting others with a high-touch, solutions-oriented approach, • Comfortable navigating evolving priorities within a small, fast-paced team Job Type: Full-Time, In-Person; office located in Midtown Atlanta, GA Compensation: Annual salary range of $75,000 - $100,000, based on experience and qualifications, with comprehensive benefits

Wealth Management Sales Support Opportunity in Financial Services Internal Advisory Transitions Associate Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista, NE 68128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule. Role Type: Full time Salary: $50,000 - $60,000 per year + sales incentive compensation paid quarterly Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits Summary: The Internal Advisory Transitions Associate is an entry-level role within the Advisory Consulting Team, focused on facilitating asset movement onto Osaic's Wealth Management Platform (WMP). The role involves proactive outreach to financial advisors as well as following up diligently on referrals provided by other members of the Osaic Advisory Consulting Team. Role will engage with various Osaic stakeholders regularly and must be through and detail oriented. This role offers an exciting opportunity to build foundational knowledge of investment advisory services, develop core sales skills, and contribute to the success of a high-performing team. Responsibilities: • Provide leading service and support experiences for our advisors on WMP program and manager selection., • Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue., • Analysis, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform., • Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Able to collaborate seamlessly with various teams within Osaic to complete asset shift., • Consistent and expedited follow-up on asset transition leads/opportunities as provided by other members of the Consulting Team., • Accurately log and track all advisor interactions in the CRM system (Salesforce)., • Support advisor engagement campaigns by participating in outbound call efforts and promoting upcoming events., • Develop working knowledge of the Wealth Management Platform, investment options, and advisory best practices., • Collaborate with senior consultants to ensure a seamless handoff and high-quality advisor experience., • Participate in regular team meetings and training sessions to enhance platform and sales expertise., • All other duties as assigned. Education Requirements: • A Bachelor's degree in Business, Finance, Economics is preferred. A high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of a college degree. A minimum of a high school diploma or equivalent is required. Basic Requirements: • Minimum 3 year's wealth management or securities industry experience, • 1-2 years' experience in sales, business development or client facing financial services role., • Active FINRA Series 7 license, or successful completion within 6 months of hire., • Strong phone presence with a professional, confident, and engaging communication style., • Eagerness to learn investment advisory concepts and platforms., • Highly organized with attention to detail and the ability to manage multiple tasks., • Comfortable working in a fast-paced, team-oriented sales environment., • Proficiency in Microsoft Office, especially Excel and Outlook., • Ability to document interactions and manage follow-ups in CRM tools., • Sales-minded attitude with curiosity and resilience. Preferred Requirements: • Investment advisory support experience, • Completion of the FINRA SIE exam, • Experience with Envestnet / Wealth Management Platform, • Experience with Salesforce

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

Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates. DUTIES AND RESPONSIBILITIES: Produces and performs review of complex client estate and wealth planning deliverables • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables., • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities., • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan., • Reviews, analyzes and summarizes sophisticated estate planning documents., • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs., • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables., • Anticipates client questions. Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs., • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings., • Participates in client/prospect/advisor meetings as needed., • Participates in feedback/debrief meetings and takes a active approach to continuous improvement. Serves as a technical resource for and to the firm • Provides support, clarity and answers to technical issues/questions related to tax and estate planning., • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing., • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors., • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning., • Reviews or creates and maintains estate planning related technical education summaries and materials., • Provides subject matter expertise and training opportunities to internal associates. Performs other duties as assigned QUALIFICATIONS • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration., • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families., • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area., • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail., • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies., • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred., • Must have ability to explain complex estate planning strategies in a client friendly manner., • Must have a professional demeanor with the utmost respect for confidential matters., • Must be able to work independently and in a team environment., • Must have excellent written and verbal communication skills with strong interpersonal skills., • Must be detail oriented with excellent organizational skills., • Must have ability to multi-task., • Must have ability to work in a fast paced environment., • Must have strong work ethic with a positive attitude. WORKING CONDITIONS • Limited travel as business needs necessitates, • Long periods of sitting utilizing a computer, • 100% onsite

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to May 31. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.* What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.* Job Posting End Date at 12:01 am on: 06-10-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter. Workplace Flexibility: Remote - Nationwide

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

Job Description The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of Our Most Successful Associates: • Passion to help people, • Integrity, • Attitude for success, • Enthusiasm, • Self-discipline, • Resilience, • Goal-Oriented, • CoachableCompensation: $75,000 - $105,000 at plan earnings Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player, open to continued education and training from other team members Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus About Company New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that. New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates. DUTIES AND RESPONSIBILITIES: Produces and performs review of complex client estate and wealth planning deliverables • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables., • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities., • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan., • Reviews, analyzes and summarizes sophisticated estate planning documents., • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs., • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables., • Anticipates client questions. Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs., • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings., • Participates in client/prospect/advisor meetings as needed., • Participates in feedback/debrief meetings and takes a active approach to continuous improvement. Serves as a technical resource for and to the firm • Provides support, clarity and answers to technical issues/questions related to tax and estate planning., • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing., • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors., • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning., • Reviews or creates and maintains estate planning related technical education summaries and materials., • Provides subject matter expertise and training opportunities to internal associates. Performs other duties as assigned QUALIFICATIONS • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration., • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families., • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area., • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail., • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies., • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred., • Must have ability to explain complex estate planning strategies in a client friendly manner., • Must have a professional demeanor with the utmost respect for confidential matters., • Must be able to work independently and in a team environment., • Must have excellent written and verbal communication skills with strong interpersonal skills., • Must be detail oriented with excellent organizational skills., • Must have ability to multi-task., • Must have ability to work in a fast paced environment., • Must have strong work ethic with a positive attitude. WORKING CONDITIONS • Limited travel as business needs necessitates, • Long periods of sitting utilizing a computer, • 100% onsite

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills. Essential Job Functions for the Senior Financial Planner I will include: • Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation., • This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel., • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future., • Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Dispense financial planning advice in both supervised and unsupervised environments., • Deliver financial planning support that results in increased referrals and high client retention., • Ensuring adherence to company standards of client care, meetings, referrals and retention., • Co- present financial planning concepts and analysis with advisors., • Mentor, coach, and review output of other members of the Financial Planning Group., • Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), • Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning, • Client facing experience with at least 6 years relevant experience preferred, • Excellent verbal, written, analytical and organizational skills, • Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)., • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work independently without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 20% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $85,000—$100,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionAbout the job Are you looking for a mid-sized firm that has a close-knit feel, while still providing you the global reach to work with complex and challenging clients? At HLB Gross Collins we offer all that, and more! The Opportunity We are seeking a dynamic and driven Experienced Tax Associate or Tax Senior Associate with 1-3 years of experience in Public Accounting to join our firm at the Atlanta Office. As an Experienced Tax Associate you will have strong analytical, communication, and organizational skills. Your primary responsibilities will consist of tax return preparation, including tax research, tax planning, and preparation of supporting work papers for various tax returns and tax related projects. You will continue to grow your leadership skills while beginning to train and mentor other tax staff and interns. You will have the opportunity to work with our sophisticated client base consisting of high-net-worth individuals and companies in a variety of industries including construction, manufacturing & distribution, real estate, and service and technology, as well as international businesses. How You Will Spend Your Time • Prepare and review individual, trust, partnership, and corporate tax returns, including preparation of workpapers, • Draft and revise correspondence, memorandum, and other client deliverables, • Prepare tax projections and other tax planning strategies, • Demonstrate the ability to efficiently research and analyze international and domestic tax issues, • Provide supervision, training, and support to the engagement staff and interns, • Begin acquiring the skills necessary to develop and build quality client relationships and loyalty, • Develop an understanding of the client's industry and recognizes key performance indicators, business trends, and emerging technical and industry developments, • Participate in networking activities and maintain contact with business peers Who You Are • You have a Bachelors degree in Accounting, Masters of Accounting or Taxation preferred, • You have a minimum of 1 year of experience in a public accounting firm, with at least 1 busy season under your belt, • You have your CPA license or are CPA eligible, • You are an effective multi-tasker with the ability to manage multiple engagements and competing projects while maintaining work quality, • You have excellent analytical and technical tax skills, • You look forward to enhancing your competencies through continued professional education, • You have exemplary written, verbal, and interpersonal skills, • You have a growth mindset that you use to solve problems and find solutions, • Most importantly, you have a strong commitment to professional and client service excellence Some of the Benefits We Offer You • Generous Health, Dental, and Vision Insurance starting your first day of employment, • 401(k) Matching, • Paid Time Off & Paid Holidays, • Well-Being & Wellness Benefits and Programs, • Financial Support for Professional Exams and Continuing Education, • Culture based on integrity, respect, accountability, and excellence, • Competitive compensation reflecting skills, competencies, and potential, • Flexible Work Schedule to enjoy work/life balance, • Dress for Your Day policy, • Opportunities to join our community service and social initiatives About Us HLB Gross Collins is named yearly as a Top 25 Atlanta Firm and we have a 50-year history of serving our clients. We are looking for dynamic individuals who will demonstrate the commitment to excellence that is ingrained in our culture. We are dedicated to the growth of our clients and our people, and we are looking for individuals who will support those goals for the community we have created. We form close partnerships with our clients to learn about the heartbeat of their businesses. Clients receive personalized service from a highly responsive team of professionals who have a wealth of financial knowledge and expertise to help make their businesses succeed. Becoming a trusted business advisor to each client is at the core of our mission: "growth of our people, growth of our clients - all else follows." HLB Gross Collins, P.C. is an Equal Opportunity Employer. HLB Gross Collins, P.C. maintains a drug-free workplace. Powered by JazzHR UZiOXJyhBB

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, 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, • Strong analytical and problem-solving skillsCompensation, Benefits, and Perks:, • Pay: $85,000 - $135,000 per year, • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. Ownership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits, • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 yearsWe are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 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 Description ABOUT THE OPPORTUNITY BIP Capital is building a next-generation technology platform at the intersection of wealth management and private markets. The platform is designed to deliver innovative, data-driven solutions that provide advisors and investors with seamless access to sophisticated investment strategies across private equity, venture capital, and private credit. We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions, and translating market opportunity into a differentiated roadmap. The ideal candidate will bring a strong balance of strategic thinking, customer insight, and executional leadership within complex financial services and technology environments. ROLE OVERVIEW The VP, Product will own the end-to-end product lifecycle, from strategy through execution, ensuring alignment between customer needs, market trends, and business objectives. This individual will bring a strong balance of voice-of-customer insight, industry awareness, and product discipline to shape a compelling and executable product roadmap. Reporting to the CTO of BIP Capital, this role requires a builder mindset, with experience operating in startup or high-growth environments, and the ability to navigate complexity across financial services and technology of two distinct but interdependent organizations. The ideal candidate is equally effective at vision-setting and execution: comfortable creating structure where none exists, driving team-building and talent development, and leading change management across a fast-moving organization. This individual engages directly with executive leadership, influences strategic decisions across organizational lines, and operates as a key thought partner at the highest levels of the enterprise. Location: Atlanta, GA (Hybrid; expected regular in-office collaboration with leadership and functional teams) KEY RESPONSIBILITIES Product Strategy & Vision • Define and drive the long-term product vision for the product platform, • Translate evolving wealth management and private market trends into actionable product strategies, • Synthesize customer needs, advisor workflows, and industry innovation into a clear product direction, • Incorporate emerging technologies, including AI/ML capabilities, into product strategy where they create meaningful differentiation Roadmap Development & Execution • Build and maintain a prioritized, outcome-driven product roadmap balancing near-term delivery with long-term platform scalability, • Partner closely with engineering, design, and business stakeholders to deliver high-impact solutions, • Establish and apply a build-vs.-buy decision framework across the product portfolio, • Lead the integration strategy for acquired platforms (M&A) and third-party systems to ensure a cohesive, scalable ecosystem AI Product Strategy • Own the product roadmap for BIP Wealth’s AI integration platform and related internal AI initiatives, • Drive AI-enabled enhancements across internal products and operational workflows, • Serve as the technical product counterpart to BIP Capital's stakeholders, identifying and executing opportunities for scalable AI-driven solutions, • Partner with the AI engineering team to align technical execution, product priorities, and business objectives M&A Integration & RIA Onboarding • Own the product strategy for M&A-related integrations, translating each acquisition into a structured onboarding and operational integration plan, • Build and maintain a repeatable RIA onboarding playbook covering advisor assimilation, data migration, systems integration and platform access, • Anticipate and evaluate the technology needs of newly acquired RIA teams, incorporating integration requirements and enhancements into the product roadmap proactively Customer & Market Insight • Serve as the voice of the customer — deeply understanding the needs of advisors and investors, • Continuously assess the competitive landscape, fintech trends, and emerging technologies including advancements in AI, • Incorporate market intelligence into product decisions to ensure ongoing relevance and differentiation Cross-Functional Leadership & Stakeholder Management • Lead cross-functional collaboration across technology, investment, and advisory teams, • Align stakeholders across both organizations to drive clarity and execution commitments, • Communicate product strategy and progress clearly to executive leadership and the board, as appropriate, • Act as a trusted partner to senior leadership, contributing to broader business and platform strategy Product Operations & Performance • Establish product KPIs and success metrics tied to adoption, engagement, and business outcomes, • Drive data-informed decision-making across the product lifecycle, • Build scalable product processes appropriate for a growing platform, • Champion the use of modern product tools, including AI-enabled workflows, to improve speed, insight, and execution Requirements Required Experience • 10+ years in product management, with progression into senior leadership (Director/VP level), • Proven experience in financial services (wealth management, asset management, fintech, or related), • Demonstrated success building and scaling products in a startup or high-growth environment, • Experience leading products that incorporate or leverage AI/ML capabilities in a meaningful way, • Experience managing complex system integrations, including M&A-related platform integration and third-party vendors, • Strong track record of delivering customer-centric products with measurable impact Core Capabilities • Ability to balance customer insight, market trends, and business strategy into a cohesive roadmap, • Strong product judgment and prioritization skills in ambiguous, fast-moving environments, • Executive presence and comfort engaging, influencing, and communicating with senior leadership, • Experience working closely with engineering teams to deliver complex, integrated platforms, • Fluency in modern product tools and data environments, including AI-enabled capabilities Preferred Experience • Experience in private markets, alternatives, or advisor technology ecosystems, • Background supporting RIAs, high-net-worth clients, or investment platforms, • Prior experience at a firm that grew through acquisition or rapid inorganic expansion, • Bachelor's degree in Finance, Accounting, Economics, Math, or a related field (MBA preferred) Leadership Profile • Strategic thinker with a builder mentality, comfortable creating structure where none exists, • Comfortable operating in ambiguity and driving clarity across a fast-moving organization, • Highly collaborative, with the ability to influence across organizations, • Customer-obsessed and data-driven, • Executive-ready, with strong presence and sound judgment in senior forums, • Equally effective at vision-setting and execution Benefits Why This Role This is a rare opportunity to shape a category-defining platform at the convergence of wealth management and private markets — bringing institutional-quality investment access to a broader advisor audience while redefining the advisor and client experience. There is genuine whitespace to create impact not incremental improvement, but category-level differentiation. Build at an inflection point. This role carries explicit scope across both BIP Wealth and BIP Capital teams as the two platforms converge to include exposure to portfolio companies and executive leadership across both organizations. WHY JOIN BIP CAPITAL • Top-quartile Performance: We are a leading venture capital firm in a vibrant tech ecosystem offering national prominence., • Internal Growth: We foster critical thinking and promote internal advancement from day one., • Unique Value Proposition: Our firm boasts a robust, defensible value proposition supported by a high-net-worth investor base., • Merit-based Environment: We encourage you to bet on yourself, leveraging your merit to excel and thrive., • Benefits: We offer a comprehensive benefits package that includes competitive salaries, health and wellness plans, retirement savings options, paid time off, professional development opportunities, and various employee well-being programs. About BIP Capital BIP Capital, headquartered in Atlanta, GA, is a leading venture capital firm managing over $1.6 billion in client assets. BIP Capital has delivered exceptional and consistent returns, earning a reputation as a trusted partner for innovative companies. The firm combines cutting-edge financial science, operational expertise, and a collaborative investment approach to drive extraordinary value creation across its portfolio. About BIP Wealth BIP Wealth is a leading independent Registered Investment Advisory (RIA) firm headquartered in Atlanta, focused on helping high-net-worth individuals, families, and business owners build and preserve long-term wealth. Founded in 2007, the firm combines personalized financial planning with sophisticated public and private investment strategies grounded in research-driven principles. With over $5.5 billion in assets under management, BIP Wealth has built a reputation for delivering a high-touch client experience and innovative wealth management solutions nationwide. BIP Capital is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. BIP Capital is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

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

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Acts as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Private Wealth Management Business Development Professional.Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehe

Job Description Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: • Bachelor’s degree or equivalent experience., • 8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: • Strong network with excellent relationship management and business development skills., • Proven success in specific client segments or verticals., • Ability to profile clients and create tailored strategies., • Skill in coordinating a team of specialists., • Strong communication skills to explain complex concepts effectively., • A strategic advisor mindset with problem-solving passion., • Independent decision-making and business ownership mentality., • CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check. Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: Bachelor’s degree or equivalent experience. 8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with excellent relationship management and business development skills. Proven success in specific client segments or verticals. Ability to profile clients and create tailored strategies. Skill in coordinating a team of specialists. Strong communication skills to explain complex concepts effectively. A strategic advisor mindset with problem-solving passion. Independent decision-making and business ownership mentality. CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

Job Description Company Overview Our client is one of the leading Financial Analysis and Insurance firms in Puerto Rico. They are currently seeking a highly experienced and strategically minded Financial Advisor to join their team of professionals. Job Summary: We are looking for a highly qualified Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives. This role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client’s best interests. The candidate will serve as the local face of the firm, promoting a culture based on trust, regulatory compliance, and service excellence. Key Responsibilities: • Advise clients on investment products and strategies, including stocks, bonds, mutual funds, ETFs, and other financial instruments., • Analyze clients’ financial profiles, needs, and goals to develop personalized investment plans., • Stay up to date with market trends, regulatory changes, and new investment opportunities., • Ensure compliance with applicable regulatory standards (SEC, FINRA, fiduciary laws) and internal policies., • Manage long-term client relationships, fostering trust and loyalty., • Collaborate with internal teams (advisors, trust officers, compliance, etc.) to deliver integrated financial solutions., • Prepare and present regular reports on portfolio performance and strategic recommendations., • Actively participate in business development activities, identifying growth opportunities and acquiring new clients (individuals, families, trusts, institutions)., • Promote and ensure the delivery of personalized, high-quality wealth management services aligned with clients’ best interests., • Communicate effectively with internal stakeholders to ensure consistent execution of strategy and operational excellence.Education:, • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus., • Active Series 7 and Series 66 licenses (required)., • Minimum of 5 years of proven experience in investment advising, wealth management, or similar roles within the financial sector., • Previous experience working with high-net-worth clients is highly desirable., • Strong knowledge of financial markets, investment products, and regulatory environments., • Excellent verbal and written communication skills in Spanish and English, with Spanish as the first language., • Strong client orientation, strategic thinking, and results-driven mindset., • Proficiency in financial technology tools and investment/wealth management platforms., • Ability to work independently and collaboratively within a multidisciplinary team. Powered by JazzHR uqaGDtSNQa

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Training & development Securities Licensed Sales Team Member Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment. Financial Advisor Meaningful Career, Not Just a Job! Join a passionate team where your financial expertise makes a real difference. At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment productsso you can focus on what you do best: helping people achieve financial confidence. What We Offer: • Base salary plus uncapped commission earning potential, • Access to existing State Farm customer households, • Wealth Academy Training and professional mentorship, • Investment options through American Funds and BlackRockWhat Youll Do:, • Provide comprehensive financial advice and planning to clients, • Build lasting relationships through proactive communication and trust, • Partner with an experienced career agent to grow your business, • Demonstrate sound judgment, market knowledge, and client-first integrityWhat Youll Bring/Job Requirements:, • 6, 63, and 65 Licenses, • 2+ years of financial services experience, • Proven relationship-building and advisory skills, • Bachelors degree preferredJoin a team where your skills are valued, your growth is supported, and your work truly matters. Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity

Job Description A well-established mid-sized law firm in the Atlanta area is seeking an experienced partner-level Attorney to join its practice. The firm is highly regarded for its commitment to excellence and has built a strong reputation in trusts & estates, private wealth management, estate planning, business planning, and real estate matters. The firm is seeking a highly experienced attorney with a strong background in estate planning, high-net-worth planning, or related private client work. Current partners, shareholders, or senior attorneys looking for a long-term leadership opportunity are strongly encouraged to apply. Responsibilities • Advise clients on sophisticated estate planning, wealth transfer, and asset protection strategies, • Represent high-net-worth individuals, families, and business owners on trusts & estates matters, • Counsel clients on business succession planning, real estate holdings, and integrated planning strategies, • Oversee drafting and implementation of complex wills, trusts, family entities, and related structures, • Build and maintain strong client relationships while serving as a trusted long-term advisor, • Collaborate with fellow attorneys and staff in a collegial, team-oriented environment, • Contribute to leadership, mentorship, and continued growth of the practice Qualifications • Active Georgia Bar license in good standing, • 5+ years of experience in estate planning, trusts & estates, private wealth, or high-net-worth planning, • Current partner/shareholder candidates encouraged to apply, • Strong technical knowledge in sophisticated planning strategies, • Proven ability to manage client relationships and complex matters independently, • Business development experience or portable relationships welcomed, but not required depending on background Work Environment & Schedule • Flexible schedule with strong emphasis on autonomy and work-life balance, • Collaborative, professional culture with an excellent reputation in the Atlanta market, • Mid-sized platform offering resources without bureaucracy, • Office based in the Brookhaven area Compensation & Benefits • Highly competitive compensation commensurate with experience and level of practice, • Partnership / shareholder opportunity, • Strong long-term earnings potential, • Comprehensive benefits package, • Excellent platform for continued growth and leadership This is an exceptional opportunity for a senior estate planning attorney or shareholder seeking a respected firm, quality clients, and a leadership role within one of Atlanta's strongest private wealth practices.

Job DescriptionDescription: Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele. This specific role is based out of our Newbury Park / Thousand Oaks, CA office with a hybrid schedule. We are committed to finding the best talent and are happy to provide relocation support for those looking to join us. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns., • Build, maintain and enhance client relationships., • Advise clients on issues related to tax, finance & business practices., • Identify, research, and resolve complex tax issues., • Support manager with various ad-hoc projects. What we look for: • 3+ years of experience preparing a variety of tax returns, • Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance, • Bachelor's Degree Required, Master's Degree Preferred, • EA or CPA required (or actively working towards licensure) What we offer: • Opportunity for advancement within a rapidly growing professional services firm, • Ongoing informal and formal training and development, • Competitive compensation, • 401(k) and medical benefits, • Firm sponsored continuing education The expected salary range for this role is $75,000 - $125,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations. Applications will be accepted until the position is filled. Requirements:

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-hig

Private Wealth Management Business Development Professional.Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehe

Role Location Eastern or Central Time Zone Hybrid schedule or remote Travel up to 50% of the time Physical Requirements Prolonged periods of sitting at a desk and working on a computer #J-18808-Ljbffr.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a stron

Job Description Financial Sales Representative: Midtown, Atlanta Position Overview: GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own. THIS CAREER OFFERS YOU: The ability to positively impact someone else's life. Personalized mentoring and award-winning training. Backing by Northwestern Mutual, an industry leader with a proven track record of success. CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you: -You know how to connect with people, building personal, trusted relationships. -Financial planning is interesting to you. -You’re a driven person who’s committed to succeeding. -You’re ready to earn more for your hard work. -You enjoy helping people make more informed, confident decisions. -You're ready to live the life you want, both personally and professionally. A CAREER WITH ENDLESS OPPORTUNITIES This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $60,000 in their first year, and there is potential for much more. What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like. INCOME GROWTH OPPORTUNITY: Average vs Top 25% Year 1 | $52,000 - $106,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000 Beyond income, you'll also have access to a comprehensive benefits package: -Comprehensive medical insurance -Pension plan -Life and disability insurance -Health care and dependent care reimbursement accounts -Reimbursement for licensing and ongoing education We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter. * Financial Representative | Financial Advisor | Wealth Management Advisor * About Northwestern Mutual: At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Job Type: Full-time Pay: From $100,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Vision insurance Northwestern Mutual is committed to diversity and inclusion and welcomes candidates from all backgrounds and experiences to apply. We thank all applicants for their interest, but only those selected for an interview will be contacted. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Perigon Wealth Management is seeking a Director of Advisor Success & Practice Management to oversee the support and success of financial advisors in a remote role. The ideal candidate will have experience in financial advisory operations, exceptional relationship-building skills, and a Bachelor’s

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. As a Wealth Advisor at Aprio, you are responsible for advising families on building, preserving and managing their wealth. Aprio, LLP and Aprio Advisory Group, LLC, operate in an al

Private Wealth Advisors are required to: have or obtain an industry recognized designation (e. The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Minimum of two to five (2-5) years prior experi

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience.

We are hiring Financial Advisors and Senior Financial Advisors. Financial Advisors will work in a team environment to support the full book of clients and Senior Financial Advisors will build long-term, dedicated relationships with their clients. Morgan's Wealth Management remote advice group, you w

Team and peer group role model for other Wealth Advisors and Wealth Associates. Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team. Bancorp Investments, we are uniquely positioned for gro

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client exp

Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth Relationship and Advisory Process). Partner closely with Wealth Advisors, Wealth Regional Directors, Commercial and Business Banking Relationship Managers, and Regional Presid

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team. Bancorp Investments, we are uniquely positioned for gro

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. Wealth Advisor Responsibilities:. The Wealth Advisor serves as the firm's primary point of contact for a select group of clients and is instrumental in introducing new

Financial Advisors will work in a team environment to support the full book of clients and Senior Financial Advisors will build long-term, dedicated relationships with their clients. We are hiring Financial Advisors and Senior Financial Advisors. Morgan's Wealth Management remote advice group, you w

A leading financial advisory firm is seeking a Regional Wealth Director to enhance external referral partnerships across multiple regions. This role requires 5+ years of experience in wealth management and professional designations such as CFP or CFA.

In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. Associate Wealth Advisor Responsibilities:. We are looking to add an Associate Wealth Advisor to the team in our Atlanta, GA office.

The Lending Advisor 3 consults with Wealth Advisors on credit solutions and strategies for HNW or UHNW clients, or for some groups, certain specialty firms (such as medical and legal practices) with at least $5MM in revenue. The Lending Advisor is an active member of the client relationship team, pr

Key responsibilities include advising families on wealth management and generating new client acquisitions.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated invest