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Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Ready to turn your experience into something more meaningful? We are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimer’s. Why Career Changers Could Thrive Here: • You already have what it takes, people skills, perseverance, and a desire to make a difference., • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services., • You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.Our thriving office is located at: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Bill McKernan, Managing Director: • Time with NM: Since 2002., • Previous experience: Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work., • Passionate about: Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.Brooke McKernan, Wealth Management Advisor:, • Time with NM: Since 2003., • Previous experience: Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot., • Passionate about: Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends., • Quote to live by: "The only way to do great work is to love what you do."Dave Siegel, Field Director:, • Time with NM: Since 2009., • Previous experience: Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013., • Passionate about: Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan., • Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTEAbout the Role: As a Sales Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: Bachelor's Degree is strongly preferred or military equivalent., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Join our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment! ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in West Palm Beach, FL What's in it for you? • Elevate your sales skills: Demonstrate the latest innovations in Sony home cinema entertainment!, • Experience-Driven Earnings: Pay range is $19.00 - $22.00 per hour, • Weekend Warrior: 20 hours per week; Fridays 4pm-8pm and Saturdays & Sundays 11am-7pm, • Quarterly sales bonuses: Hit those targets and enjoy the rewards!, • W2 employment: Biweekly pay, direct deposit - no fuss!, • Paid training: Master Sony products like a pro!, • 401(k) retirement savings plan with company match: Secure your financial future!, • Paid time off: Take a break and recharge!What you will do:, • Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology, • Help customers: Provide effective engagement strategies and expert recommendations on home theater gear!, • Close sales and achieve weekly sales goals: Proactively overcome customer objections like a sales superhero!, • Educate and train store personnel: Equip them with Sony knowledge so they can share it confidently!, • Post-Shift Reporting: Complete surveys with pictures to communicate feedback If you are a match, we'd love to connect with you! • Sales Savvy: Bring your previous sales experience to the table!, • Energized communicator: Channel your high energy into building strong relationships!, • Reliable transportation: You will be commuting to a local Best Buy store, • Strength and stamina: Ability to lift up to 30 lbs. and stand for extended periods of time, • Tech-ready: Your smart device will handle reporting duties. We are an equal employment opportunity employer #SONYREPAPP

This is a banking position \n \n This senior-level role serves as the primary advisor and relationship manager for real estate investors, developers, and commercial real estate sponsors, overseeing transactions from initial prospecting through closing and ongoing portfolio management. The ideal candidate possesses deep commercial real estate expertise, formal credit training, strong business development skills, and extensive knowledge of construction, bridge, permanent, and land acquisition financing. \n \n Job Requirements \n\n • Develop and manage a portfolio of commercial real estate clients, including investors, developers, and owner-operators.\n, • Generate new loan opportunities through networking, referrals, Centers of Influence (COIs), and market presence.\n, • Achieve commercial loan production, deposit gathering, and treasury management goals.\n, • Structure and negotiate complex CRE transactions, including acquisition, development, construction, bridge, and permanent financing.\n, • Analyze borrower financial statements, tax returns, global cash flows, and real estate project performance.\n, • Present credit requests and loan recommendations to Loan Committee and senior management.\n, • Partner with legal counsel to negotiate loan term sheets and documentation.\n, • Review appraisals, environmental reports, construction budgets, feasibility studies, and third-party due diligence reports.\n, • Monitor portfolio quality through annual reviews, covenant compliance, site inspections, and ongoing risk assessment.\n, • Identify and mitigate credit risks while maintaining sound underwriting standards.\n, • Support syndicated lending opportunities, loan participations, and capital market transactions when applicable.\n, • Cross-sell treasury management, deposit products, and other bank services to maximize client relationships.\n, • Maintain active involvement within the commercial real estate community and industry organizations.\n, • Mentor and coach junior relationship managers and lending professionals.\n, • Ensure compliance with all credit policies, banking regulations, BSA/AML requirements, and internal risk management standards.\n\n \n Job Qualifications \n\n • Bachelor's degree required.\n, • MBA, Master's in Real Estate Finance, Real Estate Investment, Finance, or related field preferred.\n, • Minimum 10 years of commercial real estate lending experience.\n, • Formal bank credit training required.\n, • Extensive experience with commercial real estate underwriting and credit structuring.\n, • Strong knowledge of construction lending, bridge financing, land acquisition, and permanent financing.\n, • Proven business development and relationship management track record.\n, • Experience presenting complex transactions to Loan Committee and executive leadership.\n, • Strong understanding of loan documentation, legal structures, and commercial real estate collateral.\n, • Experience with syndicated loans, participations, interest rate swaps, and hedging products preferred.\n, • Deep knowledge of the local commercial real estate market.\n, • NMLS registration required or ability to obtain prior to employment.\n, • Excellent communication, negotiation, leadership, and presentation skills.\n

Job Description Become the newest member of our exciting team at SROA Capital as we redefine self-storage! At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row. SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally. The Regional Sales Director is responsible for managing and growing relationships with financial advisors across key markets in the Eastern U.S. This role will be instrumental in raising capital for our flagship value-add self-storage fund while supporting future product growth initiatives. In addition, the Regional Sales Director will help increase awareness of the SROA Capital brand. Duties and Responsibilities • Develop and execute a territory sales strategy., • Manage relationships with financial advisors and other licensed professionals., • Advance the sales process by coordinating meetings, presentations, conference calls, and client seminars., • Respond to ad hoc requests for information and perform investment analysis as needed., • Communicate the firm's investment strategies and maintain a strong understanding of market trends., • Maintain accurate advisor records and daily sales activity within the company's CRM system., • Other duties and projects that support the department’s goals Qualifications • Ability to maintain an extensive travel schedule within the U.S., • Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred., • Series 7 and 63 licenses required; Series 24 preferred., • Minimum of 6 years of experience in the financial services industry., • Strong knowledge of the alternative investments landscape., • Excellent communication and presentation skills., • High integrity, strong work ethic, and a results-driven mindset., • Client-focused approach with the ability to develop trusted advisor relationships., • Strong listening and interpersonal skills., • Entrepreneurial mindset with a passion for driving growth and continuous improvement., • Proficiency in Microsoft Office 365., • Experience with DealCloud CRM is a plus. SROA Offers: • Competitive pay with bonus potential, • UKG Wallet – on-demand pay option, • 100% paid medical coverage options for employee-only, • Dental and vision plans for optimal care, • Eight (8) paid holidays, • Generous Paid Time Off (PTO), increasing with years of service, • Paid Maternity and Parental Leave for growing families, • 401(k) with substantial employer match and 100% immediate vesting, • Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings, • GAP Insurance for added financial protection, • Employer-paid Life Insurance and Short-Term Disability coverage, • Long-Term Disability (LTD) coverage for added peace of mind, • Pet insurance – because your pets are family too, • Storage Discounts to help you declutter and organize, • Access to Voluntary Benefits for personalized coverage, • Learning and development opportunities to maximize your potential and excel in your career, • A great culture that values collaboration, innovation, and inclusivity SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Transition Your Teaching Skills into Financial Services: • Leverage Your Communication Expertise: Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures., • Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life., • See the Impact of Your Work: Just as you’ve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients’ lives, both now and in the future., • Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Bill McKernan, Managing Director: • How long with NM? Since 2002., • Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work., • Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.Brooke McKernan, Wealth Management Advisor:, • How long with NM? Since 2003., • Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot., • Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends., • Quote to live by: "The only way to do great work is to love what you do."Dave Siegel, Field Director:, • How long with NM? Since 2009., • Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013., • Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan., • Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTEAbout Us: Located at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimer’s. Position Responsibilities for a Financial Representative: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).McKernan Group Mission/Vision/Values:, • Mission: Financially empower communities to change the world., • Vision: Redefine financial planning as a sanctuary for diverse communities., • Core Values: Inclusivity, empowerment, safety, impact, and authenticity.Our Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description POSITION OVERVIEW Reporting to the Senior Vice President, Fleet Management Operations, the Developer functions with considerable independence and initiative and is responsible for researching, designing, and developing computer and network software or specialized programs. This role analyzes user and business needs, updates existing software capabilities, and develops software solutions. This role consistently utilizes independent judgment and discretion and works closely with internal and external stakeholders to modify existing software to correct errors, upgrade interfaces and improve performance. Ultimately, the Developer works to ensure the optimization of internal systems and serves as a trusted advisor to leadership by offering strategic recommendations and responsive support. KEY RESPONSIBILITIES CONSULTATION & INFORMATION GATHERING A Developer that confers with others to obtain information on project limitations and capabilities, performance requirements and interfaces. Obtains and evaluates information on factors such as reporting formats required, costs, or security needs to determine hardware configuration. Consults with customers or other departments on project status, proposals, or technical issues, such as software system design or maintenance. ANALYSIS & TESTING A Developer that analyzes user needs and software requirements to determine feasibility of solutions within time and cost constraints. Stores, retrieves, and manipulates data to analyze system capabilities and requirements. Analyzes information to determine, recommend, and plan installation of a new system or modification of an existing system. Develops software system testing and validation procedures, programming, and documentation. DEVELOPMENT & MONITORING A Developer that develops software system testing and validation procedures, programming, and documentation. Designs, develops and modifies software systems, using scientific analysis and mathematical models to predict and measure outcomes and consequences of design. Monitors functioning of equipment to ensure system operates in conformance with specifications. QUALIFICATIONS, SKILLS AND EXPERIENCE Bachelor's degree in computer science, engineering, or a related field required. At least five years of recent relevant experience required. Proficiency in SQL programming required, including creating tables, querying, updating, deleting data, managing keys, and defining relationships between tables. Familiarity with application languages likeC#, Python, Java, et al strongly Strong preference for experience with VesonIMOS, Nautical Systems Enterprise, Business Central, .NET, and PowerBI. Experience with Office 365 (Outlook, Teams, Word, Excel) at the Intermediate level strongly preferred. Able to successfully pass a post-offer background check. Able to demonstrate exceptional attention to detail Able to solve problems proactively. Able to work discreetly and professionally with confidential and sensitive information. Able to be adaptable and effective in fast-paced, growing environments Able to demonstrate a collaborative, team-first mindset with a positive, solution-focused approach. The Developer must possess access to a reliable form of transportation with the ability to work in the office during standard business hours Monday – Thursday and from home on Fridays during standard business hours with a one-hour lunch, unless an alternate schedule is approved. This position is expected to perform work outside and beyond normal working hours during times of critical deadlines, projects, or when there are time-sensitive duties. COMPANY OVERVIEW Headquartered in West Palm Beach, FL, Schuyler Line Navigation Company (SLNC) is a U.S.-flagged maritime transportation and logistics provider specializing in commercial and government cargo services. With a commitment to operational excellence, regulatory compliance, and financial discipline, SLNC ensures secure and efficient transportation solutions for defense, energy, and commercial customers. We operate globally, offering door-to-door logistics solutions tailored to our customers' needs. SLNC offers competitive pay, an exceptional culture and a generous benefits package. By applying to this position, you consent to your application materials being processed through Indeed Talent Scout, Indeed Smart Sourcing, and associated AI/LLM tools as part of our application process. Schuyler Line Navigation Company is an Equal Opportunity Employer. Applicants must be currently authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time. This posting may be closed or canceled at any time based on business needs. SLNC does not accept unsolicited resumes from staffing agencies, recruiters, or search firms. Please do not forward candidate profiles to our employees, hiring managers, or leadership. Any resumes received without a current, signed contractual agreement for this role with our HR department will be considered gratis referrals, and no placement fee will be owed, regardless of whether the candidate is subsequently hired. Able to successfully pass a post-offer background check. Job Posted by ApplicantPro

Job Description Summary The Project Controls role serves as the subject matter expert for project controls within the subsidiary, responsible for providing oversight, guidance, and independent review of project management practices and project financial performance. This role ensures consistency, accuracy, and discipline in project controls, including cost management, forecasting, reporting, and adherence to contractual requirements. The position works closely with Project Managers and operational leadership to review project data, challenge assumptions, identify risks, and improve overall project performance. While not directly responsible for project execution, this role provides critical oversight and accountability to ensure projects are managed in alignment with company expectations and industry best practices. This is a highly collaborative role that operates across project teams, finance, and leadership, strengthening controls, reinforcing standards, and driving improved visibility and decision-making. The salary range for this position is $86,189-$144,228 per year. This position comes with a competitive and comprehensive benefits package, including medical, dental, and vision insurance, life insurance, a 401(k) plan with a 3% match, paid time off (PTO), and company-paid holidays. Please Note: This posting is intended to build our talent pool for future opportunities. Although there is not an immediate opening for this position, applications will be kept on file and reviewed when opportunities become available. This position is telecommute eligible. Essential Duties and Responsibilities (including but not limited to) • Serve as the subject matter expert for project controls, including planning, scheduling, cost management, forecasting, and reporting., • Review and assess project budgets, forecasts, Estimate at Completion (EAC), and Estimate to Complete (ETC) for accuracy, completeness, and reasonableness., • Validate project financial and operational reporting, including cost tracking, revenue recognition, and progress measurement., • Review and evaluate project schedules (e.g., CPM schedules), ensuring alignment with scope, sequencing, and contractual requirements., • Identify variances, trends, and risks across cost, schedule, and performance, and provide actionable recommendations to leadership., • Provide independent oversight of project performance, ensuring adherence to established processes, controls, and contract requirements., • Challenge assumptions, forecasts, schedules, and reporting presented by project teams to ensure realistic and supportable projections., • Support project startup through review of project setup, cost structures, work breakdown structures, and reporting frameworks., • Partner with Project Managers to strengthen schedule discipline, forecasting accuracy, and overall project controls practices., • Provide focused oversight on complex, high-risk, or high-visibility projects, including recovery planning and risk mitigation strategies., • Support change management processes, including evaluation of impacts to cost, schedule, and overall project performance., • Support the development and continuous improvement of project controls processes, tools, and reporting practices within the subsidiary., • Drive consistency in project controls practices through reinforcement, coaching, and alignment with established standards., • Identify gaps in project controls execution and recommend improvements to strengthen operational performance and predictability., • Develop and maintain reporting that provides leadership with visibility into project financial health, risks, and trends., • Coordinate with Finance and Shared Services to ensure alignment in reporting, forecasting, and financial data., • Provide leadership with analysis, insights, and recommendations to support informed decision-making., • Maintain clear communication with project teams, operations, and executive leadership., • Perform other duties as assigned Supervision May provide functional guidance and oversight to project teams or project controls staff; no direct supervisory responsibility required. Minimum Qualifications • Bachelor’s degree in Construction Management, Engineering, Business Administration, Finance, or related field., • Equivalent combination of education and progressively responsible project controls or project financial management experience on a one-to-one basis., • Ten (10) years of experience in project controls, including cost, schedule, and performance management within construction, environmental, or infrastructure projects., • Demonstrated experience serving as a subject matter expert, lead, or advisor in project controls or project performance oversight., • Strong knowledge of project controls practices, including CPM scheduling, cost management, forecasting, and progress measurement., • Experience reviewing and validating project schedules, financials, and performance reporting., • Strong understanding of contract types (e.g., fixed price, cost reimbursable, time and materials) and associated controls., • Experience working directly with Project Managers and operational leadership in a project-driven environment., • Proficiency in scheduling and project systems (e.g., Primavera P6, Microsoft Project) and financial/reporting systems., • Valid driver’s license and clean driving record. Preferred Qualifications • Experience supporting federal government contracting projects and familiarity with applicable regulations., • Experience supporting complex, multi-project portfolios in construction, environmental, or infrastructure environments., • Experience developing or improving project controls processes, systems, or reporting frameworks., • Experience with earned value management (EVM) or advanced project performance metrics., • Experience working within a multi-entity or shared services organizational structure., • Experience with data visualization or reporting tools (e.g., Power BI or similar)., • Knowledge and experience within Alaska Native cultures. Shareholder Preference Pursuant to applicable law, preference will be given to qualified Ahtna Native Corporation Shareholders, Descendents, and Spouses in all phases of employment. Core Competencies • Project Controls Expertise – Deep knowledge of cost controls, forecasting, and project financial management., • Independent Judgment & Oversight – Evaluates and challenges project performance with sound judgment., • Analytical Thinking – Identifies trends, risks, and opportunities through data analysis. Process Discipline & Improvement – Drives consistency and continuous improvement in practices. • Business Acumen – Understands financial drivers, contract structures, and operational impacts., • Collaboration & Influence – Successfully influences without direct authority., • Communication – Clearly communicates complex information to technical and operational audiences. Working Environment Generally, an indoor office environment with frequent interruptions, often noisy, high-paced atmosphere, with tendencies of having an extremely heavy workload. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands (including but not limited to) Frequent sitting for prolonged periods of time, using hands/fingers requiring dexterity and coordination to handle files and single pieces of paper, reaching with hands and arms for items above and below desk level, talking, hearing, and seeing (up close, at a distance, along the periphery, with depth perception, and the ability to adjust focus); walking from place to place within the office with occasional use of stairs and no elevator available; bending, pushing, pulling, and standing for up to 2 hours; occasional lifting of up to 25 pounds such as small office equipment, files, stacks of paper, reference and other materials. Work is generally performed in an office setting with the ability to speak and receive phone communications often. Work requires computer usage with strength, dexterity, coordination, and visual acuity to use keyboard and video display terminal, and other office equipment Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Schedule: Monday – Friday, 8 am – 5 pm or as business/operational needs dictate

Job DescriptionDescription: Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware, New York and Palm Beach. Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Key Functions of the Chief Trust Officer include, but are not limited to: • Responsibility for supervision of all the Company’s trust operations and related activities., • Responsibility for the review of all new fiduciary accounts, and trust instruments governing any trust accounts of foundation/endowments, records of the prior fiduciary (if any) and the purposes of the estate or trust, including its income, estate and tax status., • Provide and present recommendations to the Trust Committee regarding acceptance or rejection of a fiduciary appointment., • Serve as a member of the Trust Committee., • Prepare Investment Policy Statements (“IPS”), together with the Wealth & Client advisory team members, for every fiduciary relationship and monitor compliance of all investments with the IPS and the terms of the governing instrument., • Work in tandem with our Wealth Planners to serve as an estate planning/tax/wealth advisor to clients and prospective clients of CTC., • Duties include reviewing client/prospect estate planning documents, assets and liabilities, and family situation and goals. Consult with other members of the CTC team and meet with clients and prospects., • Keep current on estate/gift and income tax developments, attend seminars (including Heckerling), and provide internal educational updates., • Cultivate relationships with referral sources (attorneys, accountants, etc.) and plan and attend marketing events for selective referral sources including prospects., • Provide updates and articles for CTC quarterly letters and other publications., • Responsible for day-to-day administration of all trust accounts and estate administrations (including supervising distributions, wire transfers, etc. with CTC’s primary custodian)., • Prepare for and supervise audits by the Office of the Comptroller of the Currency and Florida Office of Financial Regulation and CTC’s independent fiduciary auditors., • Conduct and present to the Trust Committee an annual review of all CTC accounts and a post 90 day acceptance review of all new CTC accounts., • Willingness and positive energy to do any other tasks to help build the business of CTC. Candidate Description · Direct experience (10+ years) in estate and trust law through either a law firm or private wealth management company. Law degree, LLM in tax or CFP a plus. · Confident self-starter willing to do what it takes to help build a business · Ability to anticipate needs and independently learn new skill sets on the job · Ability to handle confidential matters · Ability to exercise good judgment and discretion with sensitive issues · Excellent oral and written communication skills · Ability to work with a diverse range of work styles and levels in a productive manner · Organized, with a strong attention to detail · Ability to travel occasionally Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational, communication and people/client skills. Applicants should be pro-active, motivated, passionate, and work well in a team environment. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion. Requirements:

Job Description Energy as a Service (EaaS) Subject Matter Expert Department: Energy Solutions Reports To: CEO Travel Required: 40–60% POSITION OVERVIEW We are seeking a highly experienced and technically proficient Energy as a Service (EaaS) Subject Matter Expert (SME) to join our growing energy solutions team. This individual will serve as the technical authority and strategic advisor on EaaS program development, deployment, and operations — with a critical emphasis on large-scale generation systems, including 2.5 Megawatt (MW) generator set design, implementation, installation, and operations. The ideal candidate brings a rare combination of deep technical engineering knowledge, commercial acumen, and operational leadership to drive scalable, reliable, and financially structured energy solutions for clients. Compensation: $200,000 annually Responsibilities: Technical Leadership & Engineering • Serve as the primary technical authority for EaaS solution architecture, including distributed generation, backup power, microgrid integration, and hybrid energy systems, • Lead the design and engineering review of 2.5 MW generator sets, including fuel system design, load flow analysis, protection schemes, and paralleling configurations, • Develop technical standards, specifications, and best practices for genset procurement, commissioning, and lifecycle management, • Evaluate and select OEM equipment, balance-of-plant components, and control systems appropriate for EaaS deployment models, • Oversee power system studies, including load analysis, short circuit analysis, arc flash, and harmonic assessments Implementation & Installation • Direct end-to-end installation and commissioning of 2.5 MW+ generator set systems, including site civil and electrical coordination, • Develop and review installation plans, single-line diagrams, equipment layouts, grounding schematics, and interconnection drawings, • Coordinate with general contractors, electrical subcontractors, AHJs (Authorities Having Jurisdiction), and utility companies for permitting and grid interconnection, • Ensure compliance with NFPA 70 (NEC), NFPA 110, IEEE standards, NERC guidelines, and applicable local codes, • Manage FAT (Factory Acceptance Testing) and SAT (Site Acceptance Testing) protocols for generation equipment Operations & Maintenance Oversight • Establish O&M frameworks, preventive maintenance programs, and performance benchmarking protocols for deployed EaaS assets, • Define KPIs for asset performance, including availability, reliability (MTBF/MTTR), fuel efficiency, and emissions compliance, • Support remote monitoring and SCADA/telemetry integration for real-time operational visibility, • Lead root cause analysis (RCA) for system failures and drive continuous improvement initiatives, • Develop operational runbooks, emergency response procedures, and operator training programs EaaS Program Development & Commercial Support • Structure and support EaaS financial models, including Power Purchase Agreements (PPAs), Energy Service Agreements (ESAs), and managed services contracts, • Partner with sales, finance, and legal teams to develop technically sound and commercially viable EaaS proposals, • Conduct energy audits, feasibility studies, and site assessments to qualify EaaS opportunities, • Advise clients on the total cost of ownership (TCO), energy cost avoidance, and resilience value propositions, • Support development of EaaS pricing models incorporating capital recovery, O&M costs, fuel escalation, and risk allocation Stakeholder Engagement & Thought Leadership • Act as the client-facing technical expert during pre-sales, project delivery, and ongoing account management phases, • Represent the organization at industry conferences, trade associations, and technical working groups, • Mentor junior engineers and project managers on EaaS technical and operational best practices, • Contribute to white papers, case studies, and technical publications to advance the company's market positioning Qualifications: • Education: Bachelor's degree in Electrical Engineering, Mechanical Engineering, or related field. Master's degree preferred, • Experience: Minimum 10 years of experience in power generation, distributed energy, or industrial energy systems, • Generator Set Experience: Demonstrated hands-on experience with 2.5 MW generator set design, installation, commissioning, and operations is required. Candidates without this experience will not be considered, • EaaS/DER Knowledge: Proven experience in structuring or delivering Energy as a Service, microgrid, or distributed generation programs, • Standards & Compliance: Working knowledge of NEC, NFPA 110, IEEE 1547, UL 2200, and EPA Tier 4 emissions standards, • Licensure: Professional Engineer (PE) is strongly preferred, • Software Proficiency: ETAP, SKM PowerTools, AutoCAD, or equivalent power system design and modeling tools PREFERRED QUALIFICATIONS • Experience with paralleling switchgear and automatic transfer switch (ATS) systems for multi-unit generation configurations, • Familiarity with fuel systems, including diesel, natural gas, propane, and emerging hydrogen or HVO fuels, • Background in microgrid controls, energy storage integration (BESS), and renewable hybrid systems, • Experience operating in critical facility environments such as data centers, healthcare, military, or industrial manufacturing, • Project Management Professional (PMP) certification or equivalent, • Familiarity with FERC, NERC, and ISO/RTO market rules related to distributed generation participation, • Experience with ISO 50001 energy management systems or similar frameworks CORE COMPETENCIES • Technical depth in large-scale generation systems at the 2.5 MW class and above, • Strategic thinking with the ability to translate engineering solutions into commercial value, • Strong project leadership and cross-functional team collaboration, • Excellent verbal and written communication skills for both executive and client audiences, • Effective problem-solving under pressure in complex operational environments, • Unwavering commitment to safety, regulatory compliance, and quality excellence About Company Meta Power Solutions is a leading manufacturer of oil-filled power and distribution transformers, low voltage switchboards, medium voltage switchgear, and containerized substations in North America. We design and build all of our own products in-house. The industries we serve include utilities, data centers, oil and gas, commercial construction, solar, and bitcoin mining. Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance

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 DescriptionDescription: The Jewish Federation of Palm Beach County seeks a seasoned leader to help drive and operationalize the William A. Meyer Jewish Community Foundation (Meyer JCF). The Meyer JCF manages approximately $150 million in assets, an additional $90 million in documented legacy commitments, and approximately 100 donor-advised funds, serving one of the most dynamic Jewish communities in the country. This is a senior, high-impact role for someone who has led or helped lead a planned giving and endowment program and is ready to run the engine of a sophisticated foundation platform, while helping to shape its next phase of growth. The Senior Director reports to the Executive Director, who is primarily externally focused. This role owns day-to-day leadership, execution, and infrastructure, and plays a key role in driving and operationalizing strategy. What You Will Own Foundation Operations, Gift Administration & Compliance • Provide strategic oversight of Foundation operations, including donor-advised funds, endowments, and legacy gifts, in partnership with Finance, • Serve as administrative approver for DAF disbursements, cash receipts, and new grantee organizations, including due diligence, • Oversee all gift agreement processes, including drafting, approvals, execution, and CRM documentation (Dynamics and related systems), • Ensure strong financial stewardship, accuracy, and compliance with a high level of fiduciary integrity, • Lead budget preparation and ongoing review in partnership with finance Planned Giving, Estates & Donor Strategy • Drive and operationalize strategy to grow planned giving and endowment commitments, • Engage donors and professional advisors on complex gifts, estates, and philanthropic structuring, • Oversee estate and trust administration and serve as a forward-facing partner to donors and their representatives Board, Governance & Key Stakeholder Engagement • Lead all Board and governance functions, including agendas, annotated agendas, presentations, and communications, • Oversee supporting organizations, including board management, stewardship, grantmaking, and related follow-up and documentation, • Serve as liaison to Women’s Philanthropy leadership, supporting alignment of legacy and endowment strategy Grants, Stewardship & Philanthropic Advisory (Generational Philanthropy Services) • Oversee grantmaking and stewardship across all funds, including priority funds, • Lead work connected to the Federation’s philanthropic advisory practice (GPS), supporting donors with strategic grantmaking, impact reporting, and proposals, • Ensure high-quality, data-driven impact materials and donor communications Professional Advisor & External Engagement • Create and lead the Professional Advisor Program, including communications, meetings, events, and continuing education, • Serve as a credible partner to attorneys, accountants, and financial advisors Marketing, Recognition & Events • Serve as primary liaison to marketing on materials, website, stewardship content, and special projects, • Lead donor recognition programs and societies, • Oversee key initiatives, including the Comiter Gratitude Event, the Meyer JCF’s signature donor appreciation and stewardship annual event Team Leadership • Supervise and develop team members, including a Foundation Officer, • Partner across development, finance, and marketing to ensure seamless execution Who You Are • 7+ years of experience in planned giving, endowments, or philanthropic financial services, • Experience leading or playing a senior role within a foundation or planned giving program, • Deep knowledge of DAFs, endowments, estate gifts, and complex gift structures, • Strong operator who can manage complexity while maintaining strategic perspective, • Credible with donors, professional advisors, and senior leadership, • Able to lead multiple workstreams with clarity, discipline, and strong judgment Why This Role Stands Out • Lead the execution of a large-scale, high-potential foundation platform, • Work with sophisticated donors and professional advisors, • Balance strategy, donor engagement, and operational leadership, • Play a central role in securing the long-term philanthropic future of the Jewish community in Palm Beach County Work Environment: Jewish Federation of Palm Beach County is committed to creating a workplace where employees feel supported, valued, and connected to our mission. Our offices are located in a beautiful facility in West Palm Beach, providing a professional and welcoming environment for both staff and visitors. The building is secured during business hours with dedicated safety personnel to help ensure a safe and supportive workplace. Federation prioritizes employee well-being and professional growth through a collaborative culture and a dedicated employee wellness program that promotes physical, mental, and emotional health. Employees also benefit from a wide range of professional development opportunities, including in-house courses through Federation University, cross-departmental trainings, conference participation, professional certifications, and involvement in fellowships and leadership cohorts. This position is eligible to work from home occasionally in accordance with Federation policies and supervisor approval. When working remotely, the employee must: • Follow all Federation policies and procedures., • Be available and responsive to colleagues during Federation’s normal business hours., • Not work from public locations (e.g., coffee shops, libraries, etc.) or connect to unsecured public Wi-Fi networks when handling sensitive or confidential information., • Maintain appropriate computer equipment, a secure internet connection, and a work environment that supports productivity and confidentiality. Employees of the Federation also enjoy a comprehensive benefits package designed to support health, financial security, and work-life balance, including: Health & Wellness Benefits • Comprehensive health coverage including medical, dental, and vision plans • Disability and life insurance coverage • A dedicated employee wellness program focused on overall well-being Time Off & Work-Life Balance • Generous paid time off • Paid Jewish and U.S. holidays • Early office closings on Fridays in observance of Shabbat • Early closings on many holiday eves Financial Benefits • 401 (k) retirement plan with employer contribution • Pre-tax benefits including Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Federation benchmarks compensation for new hires based on the role, level, and geographic location. Final compensation is determined by a variety of factors, including relevant experience, skills, and education or training. Pay Rate: We benchmark our salary ranges for new hires in relation to the role, level, and role location; however, we consider a multitude of factors, to include relevant experience, skills, and education/training, to determine compensation within the identified range. Jewish Federation of Palm Beach County is an Equal Opportunity Employer. The duties and responsibilities described are not a comprehensive list and addition al tasks may be assigned to the employee from time to time at Federation’s discretion. Employment is at-will, and this job description is not an employment contract. Nothing herein shall be deemed to create in any way whatsoever an employment contract. Requirements:

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

Job Description Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and servicewhere personal success goes hand in hand with serving others. Role Summary We're seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development. Position Overview As a licensed insurance representative, you'll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You'll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you'll have access to structured training, ongoing mentorship, and the support needed to succeed in the field. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Company Overview: At Executive Financial Partners, we provide supplemental health insurance solutions that help families, individuals, and small businesses prepare for life's unexpected challenges. Our team is built for driven professionals who take pride in their work, embrace challenges, and are committed to making a meaningful impact for their clients. We value discipline, results, and integrity, offering a career where your efforts directly shape your success. Position Description: As a Direct Sales Representative, you'll take ownership of your territory by building relationships with business owners and individuals, understanding their needs, and delivering tailored insurance solutions. You'll have access to comprehensive training, proven strategies, and ongoing support to help you excel. This role is ideal for individuals who: Are self-motivated and results-oriented Thrive in a fast-paced, goal-driven environment Take pride in delivering value and building long-term client relationships Your success will be measured by your performance and the difference you make for your clients. This is a career for someone ready to take control of their own results, grow professionally, and make a real impact in the communities they serve. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.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

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Join the Winning Team at The McKernan Group, Northwestern Mutual (NM) - West Palm Beach, located: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401 Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a new Client Advisor! Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.By leveraging these qualities, former and current athletes find a fulfilling and prosperous career, where their sports background becomes a cornerstone of their professional success. Meet some of our local team, many who have excelled in athletics: Dave Siegel, Field Director: • How long with NM? Since 2009., • Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013., • Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan., • Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTEBill McKernan, Managing Director:, • How long with NM? Since 2002., • Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work., • Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.Nick Hernandez, Field Director & Financial Advisor, • Professional Journey: Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL., • Education & Family: Holds a Bachelor’s in Criminal Justice from American Military University; married to his wife Krystal with two daughters, Aviana (7) and Alena (11)., • Fun Fact: Nick met his wife in military police academy at 18, and they are celebrating 17 years of marriage. His passion for cars runs deep—he grew up with imports and now owns a 1979 Chevy Corvette and a 1972 C10 hotrod.Brooke McKernan, Wealth Management Advisor:, • How long with NM? Since 2003., • Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot., • Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends., • Quote to live by: "The only way to do great work is to love what you do."Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. *actual results through year end 2023 Flexible work from home options available.

Join a premier financial services organization backed by the strength, stability, and resources of one of the nation's most respected mutual companies. This opportunity is ideal for entrepreneurial financial advisors who want to build and grow their own practice while leveraging a comprehensive wealth management platform, industry-leading technology, and extensive practice management support. Advisors maintain ownership of their client relationships and business while gaining access to integrated solutions across financial planning, investments, insurance, retirement, and estate planning. • Build, manage, and grow a personal wealth management practice., • Develop comprehensive financial plans for individuals, families, business owners, and high-net-worth clients., • Deliver advice across investments, retirement planning, insurance, estate planning, and wealth preservation., • Build long-term client relationships through a planning-first fiduciary approach., • Generate new business through networking, referrals, and community engagement., • Manage all aspects of the client relationship from discovery through ongoing service., • Collaborate with specialists in advanced planning, investments, lending, private wealth, and business succession to deliver comprehensive client solutions., • Utilize integrated planning and CRM technology to improve efficiency and client outcomes., • Participate in ongoing professional development, coaching, and business-building programs., • Experience as a Financial Advisor, Wealth Advisor, Financial Planner, or Insurance & Investment Professional., • Demonstrated success developing and maintaining client relationships., • Strong consultative sales and financial planning skills., • Entrepreneurial mindset with the desire to build a long-term business., • Excellent communication and relationship management abilities., • Ability to work independently while collaborating with internal specialists., • CFP®, ChFC®, CFA®, CPA/PFS, or other advanced financial planning designation., • FINRA Series 7 and Series 66 (or 63/65), as applicable., • State Life and Health Insurance licenses., • Existing book of business is preferred but not required depending on experience., • Opportunity to own and build a valuable, portable practice., • Flexible compensation supporting fee-based, commission, or hybrid business models., • Open architecture investment platform., • Comprehensive planning solutions spanning investments, retirement, insurance, and wealth management., • Access to advanced planning, CIO investment resources, private wealth specialists, banking, and lending solutions., • Integrated Advisor360 technology platform with embedded AI-enabled workflow tools., • Dedicated practice management, marketing, succession planning, and business coaching., • Strong financial backing from one of the industry's highest-rated mutual companies. This opportunity is best suited for ambitious financial advisors who value independence but want the resources of a large financial institution. Successful candidates are relationship builders who enjoy helping clients achieve long-term financial success while growing an enterprise they can own and ultimately monetize.

Job DescriptionDescription: Job description The Financial Aid Advisor works with prospective and current students and their family to assist them in the application process for financial aid programs. Responsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing, and returning of federal, state, and other financial aid assistance programs. The Financial Aid Advisor reports to the Director of Financial Aid and has accountability to the Campus President/Director. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assist students and parents to apply for Federal Student Aid and private funding for their program., • Provide information to students and parents regarding financial aid program requirements and application procedures. Provides information on the rights and responsibilities., • Review financial aid application information, forms and documentation for completeness and accuracy., • Review resulting ISIR and ensure accuracy of award data in Campus Nexus and Campus Ivy Core systems., • Complete verification process, where necessary, of information reported on student ISIR to determinate eligibility., • Maintain accurate reporting as needed., • Provide entrance and exit counseling to prospective and current students., • Provide accurate response or guidance on questions, inquires or request for information from students or parents., • Responsible for maintaining complete and accurate files and paperwork., • Maintain a close working relationship with Admissions, Registrar, and other campus personnel., • Maintain professional working relationship with vendors and partners., • Remain current on all applicable laws and regulations; ensure compliance in all areas., • Participate in all financial aid training, meetings and events as assigned., • Performs all other duties as assigned. Requirements: SKILLS/COMPETENTENCIES/QUALIFIATIONS • Knowledge of Federal Student Aid programs and guidelines., • Knowledge of Veteran Benefit program preferred., • Must possess excellent customer service, communication, organizational and interpersonal skills., • Must be a team player, possess a strong work ethic and be able to coordinate multiple tasks while meeting required deadlines., • Must be capable of working independently, as well as with others in a team environment., • Proficient with basic office equipment, computers and computer applications including Microsoft Office Suite., • Must possess strong time management skills and ability to work well under pressure., • Able to multitask, prioritize, show extreme resourcefulness and problem-solving skills., • Demonstrated skills in establishing and maintaining effective working relationships with students, staff, faculty, and the public., • Ability to work effectively with a diverse student population., • Possesses excellent written and verbal communication skills., • Ability to manage sensitive, confidential issues., • Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook and internet., • Not in default on any student loans, has ability to obtain Federal Student Aid token, • Ability to work a flexible schedule which may include holidays, evenings and weekends, • Performs other duties as assigned EDUCATION AND EXPERIENCE • High School diploma or equivalent is required., • Associate degree preferred, • A minimum of one year of Financial Aid experience is preferred, • Working knowledge of Campus Nexus and/or Campus Ivy Core systems preferred Job Type: Full-time Benefits offered: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance Schedule: 8 hour shift Choose your own hours Monday to Friday Ability to commute/relocate: • West Palm Beach, FL 33409: Reliably commute or planning to relocate before starting work (Required) Work Location: One location

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Financial Advisor / Wealth Advisor Join a premier financial services organization backed by the strength, stability, and resources of one of the nation's most respected mutual companies. This opportunity is ideal for entrepreneurial financial advisors who want to build and grow their own practice while leveraging a comprehensive wealth management platform, industry-leading technology, and extensive practice management support. Advisors maintain ownership of their client relationships and business while gaining access to integrated solutions across financial planning, investments, insurance, retirement, and estate planning. Key Responsibilities • Build, manage, and grow a personal wealth management practice., • Develop comprehensive financial plans for individuals, families, business owners, and high-net-worth clients., • Deliver advice across investments, retirement planning, insurance, estate planning, and wealth preservation., • Build long-term client relationships through a planning-first fiduciary approach., • Generate new business through networking, referrals, and community engagement., • Manage all aspects of the client relationship from discovery through ongoing service., • Collaborate with specialists in advanced planning, investments, lending, private wealth, and business succession to deliver comprehensive client solutions., • Utilize integrated planning and CRM technology to improve efficiency and client outcomes., • Participate in ongoing professional development, coaching, and business-building programs. Qualifications • Experience as a Financial Advisor, Wealth Advisor, Financial Planner, or Insurance & Investment Professional., • Demonstrated success developing and maintaining client relationships., • Strong consultative sales and financial planning skills., • Entrepreneurial mindset with the desire to build a long-term business., • Excellent communication and relationship management abilities., • Ability to work independently while collaborating with internal specialists. Platform Advantages • Opportunity to own and build a valuable, portable practice., • Flexible compensation supporting fee-based, commission, or hybrid business models., • Open architecture investment platform., • Comprehensive planning solutions spanning investments, retirement, insurance, and wealth management., • Access to advanced planning, CIO investment resources, private wealth specialists, banking, and lending solutions., • Integrated Advisor360 technology platform with embedded AI-enabled workflow tools., • Dedicated practice management, marketing, succession planning, and business coaching., • Strong financial backing from one of the industry's highest-rated mutual companies. Ideal Candidate This opportunity is best suited for ambitious financial advisors who value independence but want the resources of a large financial institution. Successful candidates are relationship builders who enjoy helping clients achieve long-term financial success while growing an enterprise they can own and ultimately monetize.

At CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective, experience, and potential you could bring to CHANEL. Be an essential part of our expanding Fragrance & Beauty community at CHANEL "the ultimate House of Luxury." As a Fragrance & Beauty Advisor, you are the ultimate CHANEL brand ambassador. You lead by example and treat each guest with the upmost respect, ensuring each feels welcome, confident and at ease. You have an emotional intelligence - the ability to develop strong, long-lasting relationships and the intuition to provide consistent and extraordinary experiences for both internal and external clients. Successfully provide superior service to every client, every day through the CHANEL service ritual. Deepen client relationships and loyalty through personal connection and building trust Contribute to build the business by achieving sales targets, using all levels such as product, services, and data capture to loyalize, recruit and retain clients Attend seasonal seminars hosted by Education Executives and utilize the Inside Beauty learning application on a daily basis to implement all learnings into your day to day. Uphold an omni-channel mindset to directly benefit the client, producing a seamless experience from in-store to online and vice versa Address and successfully resolve client situations according to company philosophy and standards. Partner with the appropriate teams as needed Understand the details of upcoming events and involve each client through introduction and demonstration Have solid knowledge of the Brand, its heritage and know-how, and share it with the clients as well as the team Know and understand the business challenges, client needs and the surrounding market. Ensure that the work area is clean, tidy, hygienic, and professional at all times; knows and respects Visual Merchandising guidelines Have a positive attitude, communicates with the team and the manager on a regular basis and has the sense of ethics and integrity Treat others with respect, acknowledges cultural differences, and is willing to learn from those differences You are energized by: Being service oriented, expressing genuine concern for customer's needs Being an excellent listener and eager learner Flexible: adaptable to scheduling changes, new ideas and direction An enthusiastic team player Confident and professional, striving for excellence in all you do What you will bring to the team: Ability to thrive in a team environment and work collaboratively Understanding of, and passion for client experience Excellent communication skills Foreign language skills are preferred but not required Passion for the House of CHANEL, its history, product offerings, and commitment to social and cultural initiatives Curiosity and desire to learn and grow professionally within the world of CHANEL Position Logistics: Articulate, knowledgeable and passionate about both cosmetics and fragrance Artistry skills and direct Brand experience preferred Passion for CHANEL Beauty products Ability to lift up to 5 lbs. and stand for extended periods of time Front of House: Full-time in-store and in-person presence required to support client sales and client service deliver elevated client service to drive business results Compensation: The anticipated base range for this position is $24.30 through $29.00 hourly. Base hourly is one component of the total compensation for this position. Other forms of variable pay may be offered for this position. Other components may include bonus potential, benefits, and/or perks Benefits and Perks: Wellbeing resources include dedicated paid time off for wellbeing (Wellbeing Days in Retail) and a Wellbeing fund Family and care giving benefits (inclusive of parental leave, fertility support, MilkStork, and Care.com Membership) Generous paid time off policies to include vacation, holiday, sick and volunteer days 401K and other incentives Robust healthcare offerings; medical, dental, vision, MDLIVE (virtual care), One Medical, Flexible Spending Accounts (Health Care & Dependent Care), Health Savings Account and Employee Assistance Program Life insurance, Accidental Death & Dismemberment, Short Term Disability, Long Term Disability, Health Advocate, International Business Travel Accident & Medical, and Commuter Transit & Parking Additional Information: CHANEL is a private company whose values are grounded in creating the conditions for people to perform at their best and feel fulfilled and confident in their work. We offer a unique work environment where individuals are encouraged to better understand the brand, the business, and motivations, so that together we can unlock the possibilities of growth. This is reflected in: Diversity and Inclusion: At CHANEL, we are intentional in promoting Diversity & Inclusion. We foster respect, empathy, and dignity for all. We believe strongly that the diversity of our people across the full spectrum of human differences is essential to our organisation and the connections we have with each other and our clients. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support. CHANEL Community: CHANEL Community empowers our employees to channel their passions, talents and sense of purpose to contribute to and learn from our communities. Employees are encouraged to take time off annually to volunteer through CHANEL Community. CHANEL also matches employee donations to select charitable organizations. Sustainability: CHANEL Mission 1.5 is our climate action plan. It is focused on transforming the business in line with the ambitions of the Paris Agreement on climate change to limit the average global mean temperature increase to 1.5 degrees Celsius above preindustrial levels. Employees are encouraged to contribute to our US Sustainability efforts at the corporate level and within the divisions, through organized taskforces and initiatives. Arts and Culture: We are committed to extending our legacy of cultural engagement. Global support includes the CHANEL Culture Fund, which supports a select group of leading art culture institutions across the globe, and the CHANEL Next Prize for the next generation of creative talent. US support currently includes Annual sponsorship of the MoMA film program, Tribeca Film Festival programs and Through Her Lens, Support of the Academy Gold Fellowship for Women and Sponsorship of the BAAND Together Dance Festival at Lincoln Center. Fondation CHANEL: Since 2011, Fondation CHANEL's mission is for women and girls to be free to shape their own destiny. Through multi-year partnerships with financial and technical support, Fondation CHANEL is committed to improving the safety and autonomy of women and adolescent girls around the world, impacting over a million women and girls in its first 10 years. For more information, please navigate to the Fondation CHANEL website here. Career and Leadership Development

Financial Advisor Guardians Credit Union LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Guardians Credit Union in West Palm Beach, FL would allow you to join Guardians Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Guardians Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Guardians Credit Union for financial solutions. This position will offer: • The ability to service an existing book of business upon hire, • The ability to build a strong client base with the credit union's exceptional referral system, • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals, • The opportunity to find new clients via the credit union's member base, • The opportunity to create client solutions without proprietary products, • The ability to grow your business with LPL's combination of tools, technology, and support, • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs, • The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: • Access to our proprietary technology and a suite of customized services, • An open architecture platform with access to thousands of investment products from leading third-party product sponsors, • Resources and expertise across the firm to help you create client solutions, • The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: • Series 7 and 66 (63/65) required, • Insurance license required, • Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. Pay Range: 40000 - 60000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients. The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000. • Work closely with financial advisors to support their clients, • Manage cash balances and daily asset transfers in accounts, • Plan and manage new account onboarding process including SMA and alternative investments, • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts, • Develop a strong relationship with custodians to provide extraordinary client service, • Serve as a key liaison to other operational areas supporting the Business, especially marketing., • Ensuring that all KYC standards are met and materials are organized in a consistent manner., • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines, • Leverage your operational background and experience to contribute to a growing business, • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management., • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation., • Team-oriented, respectful, high integrity, humility, • Self-starter, with ability to follow direction and offer perspective on new initiatives, • Detail focused with excellent organization skills and the ability to multi-task, • Excellent written, oral and listening communication skills, • Comfortable working in a fast-paced and deadline focused environment, • BA/BS degree required, • 2-3 years of relevant experience, • Strong interest in client service management, • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams, • Ability to navigate online custodian platforms, such as Schwab and Fidelity, • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues, • Familiar with industry standards and regulations to suggest new processes and controls, where needed, • Series certifications not required, but a plus, • Addepar experience, a plus, • Highly proficient with Microsoft Office Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Market Team Lead in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and training. Job Responsibilities + Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team + Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level + Provide ongoing coaching, feedback and development to local Client Advisors + Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills + Ten plus years of work experience in Private Banking or Financial Services industry + Five plus years of experience in a leadership position + Bachelor's degree required + FINRA Series 7, 66, 9, 10 and Insurance licenses + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + MBA, JD, CFA, or CFP + Proven record of being a player-coach within a high performing team model + Proven sales success and strong business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Will require daily on-site work in the Vero Beach and Port St. Lucie locations. Monthly Auto Allowance offered Job Summary The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and liaison to Mortgage Operations team. Primary Job Responsibilities • Meet with buyer prospects to provide financial guidance, expertise and preapproval services., • Sell the value of Pulte Mortgage to potential buyers requiring financing; setting expectations for application and documentation., • Relationship building and training with PulteGroup sales consultants., • Develop partnership with centralized operations teammates., • Ensure a smooth transition from pre-contract activities to loan application with the Mortgage Operations team., • Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings., • Contribute to branch performance as measured by Capture Retention, Customer Service, Compliance, Focus on Supporting Financial Goals, etc., • Strong partnership with the Sales team to help sell more homes., • Provide exceptional customer service to all stakeholders., • Support customer service efforts., • Perform other duties as assigned. Scope • Decision Impact: Individual, • Department Responsibility: None, • Budgetary Responsibility: No, • Direct Reports: No, • Indirect Reports: No, • Physical Requirements: Not applicable Required Education/Experience • Minimum High School diploma or equivalent. Bachelor's degree preferred., • Minimum 3-5 years previous related experience in mortgage lending is preferred., • 1 - 2 years successful sales and/or business development experience is preferred. Required Licensing, Registration and/or Certifications • Valid Driver's License as driving is an essential function of this position., • An active NMLS License is preferred. Must be able to obtain and maintain mortgage license. Required Skills/Knowledge • Ability to communicate actionable and valuable information to various dependent parties at different levels of the organization in a clear, effective, and professional manner., • Proficiency in Microsoft Office Suite required., • Ability to be proactive and self-motivated to set and achieve sales goals, • Must have excellent customer service acumen and presentation skills, • Incumbent must have the ability to work in a fast-paced, high-volume environment, • Will possess excellent time management skills. Have the ability to manage multiple priorities, possess analytical and problem-solving skills, • Will possess strong financial acumen, • Bilingual skills are highly desirable. Additional Information • This position is subject to the CFPB Loan Originator Compensation Rule, • Salary offered plus an annual bonus structure. No cold calling and not a commissioned-based position, • This position is office-based, requiring in-office attendance five days a week to foster team collaboration and ensure direct customer engagement, • Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed, • This position consists of a 5-day workweek that requires occasional weekend and/or evening hours, such as grand openings, • This position will require driving to sales communities across the Division PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings. All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment. This position is subject to the CFPB Loan Originator Compensation Rule. This Organization Participates in e-Verify California Privacy Policy

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. Client Support • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current, • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile, • Confirm authorization and authenticate client when processing requests, • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples, • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors, • Prepare financial plans, client reports, and other materials for client meetings, • Review and take appropriate action on client account alerts Other • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model, • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars, • Actively engage in available training and education programs including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls, • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance, • Proactively participate in firm initiatives directed by local management, • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Education and/or Experience • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA), • Two or more years of industry experience preferred, • High School Diploma/Equivalency, • College degree preferred Knowledge/Skills • Strong industry, product, and branch procedures knowledge, • Exceptional writing, interpersonal and client service skills, • Detail oriented with superior organizational skills and ability to prioritize tasks, • Strong computer skills and knowledge of Microsoft Office products, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Goal oriented, self-motivated and results driven, • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports To • Business Service Officer What You Can Expect From Morgan Stanley: At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

This employment opportunity at TruStage located at Guardians Credit Union in West Palm Beach, FL would allow you to join Guardians Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. Sever

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs. In this role, you will support the financial and investment needs of ultra-high-net-wor

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager - South Florida. Identify, build and deepen relationships to gain incremental wallet sha

The Financial Aid Advisor works with prospective and current students and their family to assist them in the application process for financial aid programs. The Financial Aid Advisor reports to the Director of Financial Aid and has accountability to the Campus President/Director. Responsibilities ma

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs. Facil

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. Advises clients and prospective clients with a focus on analyzing objectives and risk toleran

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager - Okeechobee. Identify, build and deepen relationships to gain incremental wallet share

Bank of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. Bancorp Investments, we are uniquely positioned for growth and are making sig

Our client is seeking a Senior Advisor/Banker who leads with investments. Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of a

Job Description Company Overview: At Executive Financial Partners, we're looking for licensed insurance sales professionals who take ownership of their careers. Driven, results-focused professionals who are ready to accelerate into leadership excel here. Position Description: As a Sales Representative, you'll manage your territory, build strong relationships with business owners, and drive sales of supplemental health insurance. Using our training and tools, you'll take full control of your results while contributing to a high-performing team. High achievers are fast-tracked to mentor and lead others, helping shape the success of the team while advancing their own career. This role is ideal for those ready to step up, lead by example, and make a measurable impact. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job DescriptionMedicare & Final Expense Agent at Avid Health, Powered by Gyde Total annual earnings: $55,000–$80,000 Job Type: Permanent, Full-Time, In-Person Benefits: Health insurance benefits offered License: Health and/or life insurance license preferred — not licensed? NO PROBLEM! We will pay for you to get licensed! About Avid Avid is a high-growth Medicare and life insurance agency now Powered by Gyde, an AI-native platform transforming how brokers serve clients. Through Gyde's technology, our agents are equipped with intelligent voice, chat, and decision-support tools that eliminate manual work and elevate client outcomes. Together, we're building the future of brokerage — where every client interaction is smarter, faster, and more personalized. Joining our team means stepping into a modern, tech-enabled environment with clear career growth, world-class training, and the opportunity to make a real impact in people's healthcare and financial decisions. You'll work alongside some of the top producers in the country and build a long-lasting, financially rewarding career of your own. The Role As a Medicare & Final Expense Agent at Avid, you'll be connected with seniors and other Americans who are looking to gain or review their Medicare coverage and explore life insurance, final expense, and ancillary options to protect their loved ones. We work with all the nation's leading carriers across Medicare (Advantage, Supplement, Part D), life / final expense, and ancillary products — so you'll always be able to offer clients every option and ensure they end up with the best one for them. This is not a traditional call center role. You'll leverage cutting-edge AI tools to: • Understand client needs faster, • Deliver highly personalized plan recommendations, • Build long-term relationships — not just close one-time sales You are both a trusted advisor and a case manager, owning the full client journey from first conversation through enrollment and beyond. What You'll Do • Make outbound calls to interested leads and preset appointments; handle inbound calls primarily from existing clients in your book of business, • Educate and advise individuals on the Medicare and life / final expense products available to them based on their demographics and needs, • Enroll prospects into plans and policies, and process all carrier-required paperwork promptly, • Communicate with prospects via text message and our automated GydeOS platform, • Run a full needs assessment for every client — health, household, beneficiaries, budget — and present Medicare and final expense options that match, • Cross-sell where it genuinely serves the client (e.g., pairing a Medicare plan with an appropriately sized final expense policy), • Manage your book year-round — be the trusted resource your clients call first, • Hit and sustain production targets, • Maintain required licensing and certifications; complete continuing education on time, • Document every interaction as the call happens — finish your notes before the next call, • Show up energetic, enthusiastic, and excited every single dayWhat We're Looking For, • Hungry, humble, coachable — comfortable on the phone, with the "gift of gab" used in service of listening, • No prior insurance experience required; we train from zero, • Willing and eligible to obtain a health and/or life insurance license — Avid covers all costs, • Strong written and verbal communication; able to explain plan differences without jargon, • Comfortable with technology — specifically the kind of person who is curious about AI tools rather than wary of them, • Track record of consistency: reliable schedule, reliable behavior, reliable follow-through, • Positive attitude and team-first mindset, • Must pass a background check, • Health and/or life insurance license preferred (we'll get you licensed if you don't have one), • If you are currently appointed with any carriers, you must be able to obtain a release prior to your start date — we'll guide you through the processCompensation, • Base hourly pay: $20 per hour, paid bi-weekly, • Commission: Monthly commission bonuses with strong earning potential, • Renewals: Renewal commissions starting in Year 2 on your existing book of business — across both Medicare and life / final expense lines, • Total annual earnings: $55,000–$80,000, • Licensing: Avid pays for you to get licensed (health and life) — including study materials and exam feesCareer Path We are firm believers in promoting from within. Avid offers structured leadership development and a clear path from new hire to top producer to team leader — with quarterly review and tier advancement based on production and consistency. Why Join Avid A modern, tech-enabled call center where you work alongside some of the top producers in the country. AI-powered case management that makes you more successful from day one. Two complementary product lines — Medicare and life / final expense — that let you serve a client's full picture instead of just one piece of it. Paid licensing, paid training, and a structured ramp to full production. Clear earning benchmarks and full commission transparency. A real career — not just a job. Avid is Powered by Gyde — a fast-growing, AI-native platform transforming healthcare access for millions of Americans. Work Location: In-person, West Palm Beach Office Requirements: Must pass background check.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: With 33 years of experience as a State Farm agent, I’ve built an office culture centered around teamwork and a true work-family environment. We don’t just offer jobs—we provide careers with growth, training, and mentorship to help our team members succeed. We believe in making every day enjoyable, incorporating fun office promotions, activities, lunches, and events to keep our workplace engaging. My goal is to create a happy, friendly atmosphere where team members feel valued, empowered, and supported in both their professional and financial growth. If you’re looking for an opportunity to build a rewarding career in a positive, collaborative environment, we’d love to have you on our team! ROLE DESCRIPTION: Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? Cynthia D'Amico - State Farm Agent is searching for an outgoing and customer-focused individual who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent and see what it is like to run a business and grow an agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day., • Work alongside your agency’s team to ensure successful long-lasting customer relations.QUALIFICATIONS:, • Sales experience preferred, • Successful track record of meeting sales goals/quotas preferred, • Ability to effectively relate to a customer, • Self-motivated, • Detail oriented, • Property & Casualty license (Must be able to obtain), • Life & Health license (Must be able to obtain), • Bilingual Spanish preferred.If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $115,917 yearly Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Serve as a collaborative team player willing to further development through continued training opportunities, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Cultivating relationships with a view to helping every family member or individual pursue financial security, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients, • Providing compassion and guidance to clients when unfortunate life circumstances arise, • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Only applicants who live in or around Palm Beach Gardens, FL, will be considered for this position, • Sales experience preferred, but not required, • Go-getter mindset, • Desire to help families and businesses address their financial needs, • Strong business acumen, • Professional business demeanor, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. We’re proud to be recognized by the following organizations. • Fortune 2024: World’s Most Admired Companies, • Handshake 2025: Early Talent Award, • Forbes 2024: America’s Best Employers for Diversity, • Seramount: 2024 Best Companies for Multicultural Women New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Job DescriptionJob Title: Full-Charge Bookkeeper (QuickBooks Online) Pro Advisor Location: West Palm Beach, FL Employment Type: Full-Time (On-Site) M-F 9am to 5pm Pay Rate: $60k annually About Us: We are a growing accounting and advisory firm dedicated to helping businesses achieve financial clarity and success. Our firm values accuracy, professionalism, and integrity — and we take pride in fostering a collaborative team environment. As we continue to expand, we are seeking an Account Manager who brings both technical accounting expertise and a commitment to client service excellence. Position Overview: The Full Charge Bookkeeper will oversee the day-to-day accounting operations for multiple clients across a variety of industries. This role requires a dependable, detail-oriented professional with strong accounting knowledge, excellent communication skills, and the ability to manage multiple priorities efficiently. You will play an essential role in maintaining accurate financial records, preparing timely reports, and ensuring each client receives exceptional service and support. This is a growth-oriented position with opportunities for professional advancement within the company. Qualifications & Skills • Minimum 5 years of experience in accounting, bookkeeping, or client account management., • Proficiency in QuickBooks Online Pro Advisor— certification required annually., • Strong understanding of accounting principles and financial statement preparation, • Proficient in Microsoft Office Suite, Excel, and general computer applications., • Exceptional attention to detail and strong analytical abilities., • Excellent organizational, communication, and time management skills., • Ability to work both independently and collaboratively in a fast-paced environment., • Demonstrated integrity, sound judgment, and a proactive, problem-solving mindset., • Comfortable managing multiple clients and priorities simultaneously., • Proficiency assessment will be given. Education & Requirements • Associate’s degree in accounting, Finance, or related field (bachelor’s degree preferred)., • Must have reliable transportation and be able to work on-site in West Palm Beach., • Must successfully pass a background check and drug screening., • Commitment to ongoing professional development. Key Responsibilities • Manage full-charge bookkeeping and accounting functions for multiple clients using QuickBooks Online., • Process client payables and receivables through online banking platforms., • Reconcile bank and credit card accounts monthly., • Prepare monthly and quarterly financial statements and related management reports., • Create and review journal entries to ensure accurate coding and compliance with accounting standards., • Maintain organized and secure records of all financial documentation, both digital and physical., • Perform accurate and efficient data entry and transaction review., • Serve as a key point of contact for assigned clients, ensuring timely communication and issue resolution., • Provide administrative and accounting support to the team as needed., • Stay current with accounting best practices and contribute to process improvements. Benefits • Competitive salary based on experience, • 401(k) with 4% company match, • 100% EE Health, Dental, and Vision insurance, • Life and Disability insurance, • Paid Time Off (PTO) and Holiday Pay, • Supportive, team-oriented work environment, • Ongoing training and opportunities for career growth #WPB

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. As a Thrivent Financial advis